Permissions Required for Sales Role to Access the following KPI's: Balance, Overdue Balance and Days Overdue

1. Log in as Administrator.
2. Navigate to Setup > Users/Roles > Manage Roles
3. Edit Sales Rep Role (E.g. Sales Person)
4. Select Permissions tab > Lists subtab and add:

• Bank Account Registers > Level = Full
• Accounts Receivable Register > Level = Full

5. Click Add and Save