# New Experimental Summary Screen **URL:** \ **Category:** Uncategorized\ **Created:** [May 26, 2020, 8:45am UTC](https://forum.manager.io/t/new-experimental-summary-screen/28402 "2020-05-26T08:45:05Z")\ **Posts on this page:** 20\ **Page:** 1
**Author:** ![lubos](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/lubos/32/62798_2.png) [@lubos](https://forum.manager.io/u/lubos)\ **Post date:** [May 26, 2020, 8:45am UTC](https://forum.manager.io/t/new-experimental-summary-screen/28402/1 "2020-05-26T08:45:05Z")
The latest version (20.5.72) is adding new general ledger engine and I’d like some feedback on this. Please enable new engine on `Summary` screen by checking `Enable New Summary Screen` ![image](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/3X/5/4/54bd41db10058271d5d718cfa1bd86b54259da3e.png) This is harmless option. You can revert anytime back. When you enable the option, the figures could be different (hopefully not). If they are, please let me know. If you can, please use new `Summary` screen to test it out… here is what’s different (I hope better) in new `Summary` screen.: - Drilling-down now works properly into every control account. Previously when you’ve tried to drill-down into accounts such `Billable time` or `Fixed assets - accumlated depreciation`, you’d get general ledger transactions. Now transactions are grouped by their sub-account within every control account. - If you are using multiple currencies, drilling-down into control accounts will group sub-accounts by their currency first, then by sub-account itself. This means foreign-currency sub-accounts will now show balances and transaction amounts in their foreign currency rather than the base currency. E.g. drilling down into EUR foreign currency bank account will show transactions in EUR, not in base currency like before. - When viewing list of transactions while drilling-down, there are new columns based on the context. For example, drilling-down into expense accounts will show bank account or supplier name. Drilling-down into income accounts will show inventory item or customer etc. It depends on the account itself what columns will be visible. ---
**Author:** ![Joe91](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/joe91/32/35781_2.png) [@Joe91](https://forum.manager.io/u/Joe91)\ **Post date:** [May 26, 2020, 9:58am UTC](https://forum.manager.io/t/new-experimental-summary-screen/28402/2 "2020-05-26T09:58:43Z")
This has thrown entries into my Suspense accounts and changed some of the account balances. 1. When I pay my employee, I add a line to the payment for the bank charges levied when the payment is made. This now appears in the Suspense Account (UID rather than name) rather than the Bank Charges Account ![image](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/3X/8/7/872e5634e3a68ed02e81d607b06ad3cf4ad043e9.png) Payment ![image](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/3X/a/4/a47fddddf9813b87e477412f4db325892f29a806.png) New format ![image](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/3X/e/6/e6eb148ff148e1ef4ed0a157fa612ad0353100b5.png) Old format ![image](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/3X/9/7/971aa7a8f4759f4dd57c3d4c7e3ad8dbcea50ae3.png) ---
**Author:** ![Joe91](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/joe91/32/35781_2.png) [@Joe91](https://forum.manager.io/u/Joe91)\ **Post date:** [May 26, 2020, 10:05am UTC](https://forum.manager.io/t/new-experimental-summary-screen/28402/3 "2020-05-26T10:05:45Z")
1. Purchase Invoices from one supplier are now posted to the suspense account Suspense account entry ![image](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/3X/4/5/456e8e60796a91f3dc3c3455c6015d7143125ea3.png) The Retained Earnings account on the New Summary Screen has been affected by this New format ![image](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/3X/f/f/ffc4383e41d1aaff03462bd2253d3f4f7accd1ad.png) Old format ![image](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/3X/0/c/0c6a77a465d6c5dd313748098f7bdeb9aaf512e0.png) The P & L and Balance Sheet reports seem correct ---
**Author:** ![compuit](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/compuit/32/66_2.png) [@compuit](https://forum.manager.io/u/compuit)\ **Post date:** [May 26, 2020, 10:12am UTC](https://forum.manager.io/t/new-experimental-summary-screen/28402/4 "2020-05-26T10:12:31Z")
Server Edition has all the symptoms mentioned above for retained earnings, Suspense, UID etc. Notice there is a variation in Tax Payble too. That maybe because of things going into suspense. ---
**Author:** ![lubos](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/lubos/32/62798_2.png) [@lubos](https://forum.manager.io/u/lubos)\ **Post date:** [May 26, 2020, 10:13am UTC](https://forum.manager.io/t/new-experimental-summary-screen/28402/5 "2020-05-26T10:13:28Z")
@Joe91 the version (20.5.73) should be fixing both issues. Can you check? ---
**Author:** ![Joe91](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/joe91/32/35781_2.png) [@Joe91](https://forum.manager.io/u/Joe91)\ **Post date:** [May 26, 2020, 10:19am UTC](https://forum.manager.io/t/new-experimental-summary-screen/28402/6 "2020-05-26T10:19:29Z")
This had something to do with using Non-Inventory Items in the Purchase Invoice line When I remove the Non-Inventory code and post directly to the account it seems to be fixed I will try the new version ---
**Author:** ![lubos](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/lubos/32/62798_2.png) [@lubos](https://forum.manager.io/u/lubos)\ **Post date:** [May 26, 2020, 10:19am UTC](https://forum.manager.io/t/new-experimental-summary-screen/28402/7 "2020-05-26T10:19:58Z")
@Joe91 that’s correct. The new version is fixing that. ---
**Author:** ![Joe91](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/joe91/32/35781_2.png) [@Joe91](https://forum.manager.io/u/Joe91)\ **Post date:** [May 26, 2020, 10:26am UTC](https://forum.manager.io/t/new-experimental-summary-screen/28402/8 "2020-05-26T10:26:52Z")
That has fixed it ---
**Author:** ![Davide](https://avatars.discourse-cdn.com/v4/letter/d/258eb7/32.png) [@Davide](https://forum.manager.io/u/Davide)\ **Post date:** [May 26, 2020, 10:45am UTC](https://forum.manager.io/t/new-experimental-summary-screen/28402/9 "2020-05-26T10:45:37Z")
No issues on my side ---
**Author:** ![GrahamvdR](https://avatars.discourse-cdn.com/v4/letter/g/51bf81/32.png) [@GrahamvdR](https://forum.manager.io/u/GrahamvdR)\ **Post date:** [May 26, 2020, 11:07am UTC](https://forum.manager.io/t/new-experimental-summary-screen/28402/10 "2020-05-26T11:07:40Z")
This causes a big change to my Foreign exchange gains (losses) account. Before: ![image](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/3X/2/0/2067f4a4f3f0d7f5b86302aa5b247d2a03da2e0c.png) After: ![image](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/3X/3/b/3b59012a9d950550832350bef72324422497e7a8.png) As well as the change in the amount, I’m now not able to drill down on it. (Desktop edition 20.5.73) ---
**Author:** ![GrahamvdR](https://avatars.discourse-cdn.com/v4/letter/g/51bf81/32.png) [@GrahamvdR](https://forum.manager.io/u/GrahamvdR)\ **Post date:** [May 26, 2020, 11:21am UTC](https://forum.manager.io/t/new-experimental-summary-screen/28402/11 "2020-05-26T11:21:43Z")
It has also caused very small changes to my Accounts receivable and Inventory - cost (23c and 3c differences). I have a custom clearing account for dealing with freight-in costs (as described [here](https://forum.manager.io/t/multiple-currency-purchase-invoice/27879/15)). This had a balance of zero, but with the experimental summary screen now has a very large negative balance. ---
**Author:** ![Tut](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/tut/32/3286_2.png) [@Tut](https://forum.manager.io/u/Tut)\ **Post date:** [May 26, 2020, 1:47pm UTC](https://forum.manager.io/t/new-experimental-summary-screen/28402/12 "2020-05-26T13:47:26Z")
@lubos, with the new screen (v20.5.74) on a real business, every single sales invoice ever created has moved to _Suspense_. When drilling down on the _Suspense_ balance, the bread crumbs show the UUID in place of the _Suspense_ account’s name. All customers and every line item in the erroneously moved sales invoices still show correct account allocations, regardless of where else I look at them. On multiple test businesses, I find such a strange collection of errors I cannot characterize them. Errors include: - Some, but not all, sales invoices moved to _Suspense_ - Multiple entries in _Suspense_ for a single sales invoice, all with amounts that do not match any line on the actual sales invoice - _Fixed assets - depreciation_ balance where none exists in the regular display. Strangely, in this case, the new screen seems correct and the old one incorrect. This anomaly carries over to the _Fixed assets, accumulated depreciation_ account. Admittedly, some of the errors on test businesses may be the result of butchery while exploring other users’ problems and simulating test cases. (Entries sometimes bear little relationship to actual situations.) That may contribute to the difficulty in characterizing them. But there is no question there are differences between results displayed with the two engines. ---
**Author:** ![lubos](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/lubos/32/62798_2.png) [@lubos](https://forum.manager.io/u/lubos)\ **Post date:** [May 26, 2020, 10:35pm UTC](https://forum.manager.io/t/new-experimental-summary-screen/28402/13 "2020-05-26T22:35:55Z")
@GrahamvdR can you please test with the latest version (20.5.75) ? ---
**Author:** ![AJD](https://avatars.discourse-cdn.com/v4/letter/a/a9adbd/32.png) [@AJD](https://forum.manager.io/u/AJD)\ **Post date:** [May 26, 2020, 11:21pm UTC](https://forum.manager.io/t/new-experimental-summary-screen/28402/14 "2020-05-26T23:21:41Z")
Journals to the Withholding Tax account are showing in Suspense account. 20.5.75 ---
**Author:** ![lubos](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/lubos/32/62798_2.png) [@lubos](https://forum.manager.io/u/lubos)\ **Post date:** [May 26, 2020, 11:51pm UTC](https://forum.manager.io/t/new-experimental-summary-screen/28402/15 "2020-05-26T23:51:26Z")
The version (20.5.78) is fixing issues raised by @Tut and @AJD ---
**Author:** ![AJD](https://avatars.discourse-cdn.com/v4/letter/a/a9adbd/32.png) [@AJD](https://forum.manager.io/u/AJD)\ **Post date:** [May 27, 2020, 1:54am UTC](https://forum.manager.io/t/new-experimental-summary-screen/28402/16 "2020-05-27T01:54:09Z")
20.5.79 Withholding journals no longer in suspense, but not clearing the withholding accounts correctly. Balances should be zero: ![image](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/3X/b/1/b155070d8725b6315c0410059ac22fe0a929d4bd.png) Also, drill down on Withholding Tax account produces this error: ![image](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/3X/7/1/712c74f3cf2540ba0b53a449fb4db6e26ab305f3.png) And, No drilldown available for Retained earnings and Foreign exchange gains ---
**Author:** ![tony](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/tony/32/17755_2.png) [@tony](https://forum.manager.io/u/tony)\ **Post date:** [May 27, 2020, 2:05am UTC](https://forum.manager.io/t/new-experimental-summary-screen/28402/17 "2020-05-27T02:05:40Z")
The new summary screen matches the existing summary screen when the accrual basis of accounting is selected. When the accounting method is changed to a cash basis it does not exclude billable time and billable time movement. ---
**Author:** ![Tut](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/tut/32/3286_2.png) [@Tut](https://forum.manager.io/u/Tut)\ **Post date:** [May 27, 2020, 5:19am UTC](https://forum.manager.io/t/new-experimental-summary-screen/28402/18 "2020-05-27T05:19:31Z")
> [@AJD](#): > > No drilldown available for Retained earnings I had not noticed that. @lubos, this is a major shortcoming for sole traders who have renamed _Retained earnings_ as _Owner’s equity_. ---
**Author:** ![tony](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/tony/32/17755_2.png) [@tony](https://forum.manager.io/u/tony)\ **Post date:** [May 27, 2020, 6:06am UTC](https://forum.manager.io/t/new-experimental-summary-screen/28402/19 "2020-05-27T06:06:51Z")
Retained earnings should not require drill-down. It is arrived at by calculating undistributed net profit. Instead of drilling down on the retained earnings transactions it is more helpful to drill-down on income and expense figures that are unusual. Perhaps the equity section of the summary should show the summary of changes in equity. ---
**Author:** ![Joe91](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/joe91/32/35781_2.png) [@Joe91](https://forum.manager.io/u/Joe91)\ **Post date:** [May 27, 2020, 7:49am UTC](https://forum.manager.io/t/new-experimental-summary-screen/28402/20 "2020-05-27T07:49:36Z")
Just installed V 20.5.81 and notice that a right-click does not offer the option “Open in a new tab” but only “Open in a new Window” But maybe it was always like that [Next page](https://forum.manager.io/t/new-experimental-summary-screen/28402.md?page=2)