Custom Role Issue
Something was broken with Custom Roles between 10/16/2023 and 11/1/2023 that resulted in anyone being set to a Custom Role could now not see the filter at the top of the Customer page.
This results in no way to filter to Overdue Invoices from the Customer Page, which is the only way you can create Batch Statements.
Timeline of events -
After much troubleshooting we reached out to Quickbooks
I spoke with Quickbooks on 11/14/23 and they told me it was a known issue and would open a ticket to email me.
I spoke with Quickbooks on 11/28/23 and they told me there was never a ticket opened and it wasn't a known issue. After a 4 hour chat, they told me it just won't work and I must use the Standard Roles that do not work for my company (case # 15108339554).
See attachments for what I am talking about.