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My users are unable to view the statements of customers and vendors. How do I resolve this?

When assigning a role to a user, you need to enable the permissions to view the statements. To enable:

  • Go to Settings.
  • Under Organization Settings, select Roles under Users & Roles.
  • Click Edit next to the required role.
  • Click More Permissions next to Customers or Vendors, and enable Statement.
  • Click Save.

The permissions will be configured. Now, the user will be able to view the statements of customers and vendors in Zoho ERP.