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My users are not able to view the statements of customers/vendors. What should I do?

When you assign a role to a user, you need to enable the option to view the statements. Here’s how you can enable this option:

  • Go to Settings.
  • Under Organization Settings, select Roles under Users & Roles.
  • Hover over the role you want to edit, click the More icon, and select Edit from the dropdown.
  • Under Contacts, click More permissions next to Customers or Vendors.
  • Check the Statement option, and click Save.

Now, your user will be able to view the statements of customers or vendors in their respective details page.