Why would one custom role have access to a transaction in the Create New Menu, but another custom role does not. They both have the same permissions to the entity and transaction and also the same perferred forms set on the roles, but one is missing the option. I checked personalize and it also does not have the option to add?? What permission is limiting the Create New menu?

Could it be related to what Center the role is based on, maybe the one that can not see the option is in a different center that does not have that access.

I agree to this.

It was either the Find Transaction or FInancail History permission that was the issue. Both roles had the same Center (accounting center) and the same permissions for the transaction type. But for some reason adding Find Transaction and Financial History did the trick