My users are not able to view the statements of customers/vendors. What should I do?
When assigning a role to your user, you need to enable the option to view the statements. Here’s how you can enable this option:
- Go to Settings in the top-right corner of the page.
- Select Roles under Users & Roles.
- Click Edit next to the required role.
- Click More permissions next to Customers or Vendors under Contacts.
- Check the Statement box, and click Save.
Now, your user will be able to view the statements of customers or vendors in their respective details page.