# New Experimental Summary Screen

**URL:** <https://forum.manager.io/t/new-experimental-summary-screen/28402>\
**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:** 2

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**Author:** ![Patch](https://avatars.discourse-cdn.com/v4/letter/p/a183cd/32.png) [@Patch](https://forum.manager.io/u/Patch)\
**Post date:** [May 27, 2020, 7:51am UTC](https://forum.manager.io/t/new-experimental-summary-screen/28402/21 "2020-05-27T07:51:10Z")

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That’s normal for the desktop versions. After you open it in a new window then open in a new tab is possible

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**Author:** ![novica](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/novica/32/7414_2.png) [@novica](https://forum.manager.io/u/novica)\
**Post date:** [May 27, 2020, 7:51am UTC](https://forum.manager.io/t/new-experimental-summary-screen/28402/22 "2020-05-27T07:51:15Z")

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I am on 5.47 and and it’s only “Open in a new Window”.

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**Author:** ![GrahamvdR](https://avatars.discourse-cdn.com/v4/letter/g/51bf81/32.png) [@GrahamvdR](https://forum.manager.io/u/GrahamvdR)\
**Post date:** [May 27, 2020, 8:14am UTC](https://forum.manager.io/t/new-experimental-summary-screen/28402/23 "2020-05-27T08:14:22Z")

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@lubos I’ve just tested with 20.5.81. There is now a 1c difference between the amounts in Foreign exchange gains (losses), 23c in Accounts receivable, 2c in Inventory on hand, 5c in Inventory - cost, 4c in Net profit, and 25c in Retained earnings.

I tried 20.5.74 briefly last night, and since then the issue with my clearing account seems to be fixed. But it did also introduce 1c into Suspense, which is coming from this journal entry:

 ![image](https://us1.discourse-cdn.com/flex019/uploads/manager1/original/3X/b/0/b0c4bf8ba4db79a27f385d169c4f1c43cdf831ad.png)

(This 1c in Suspense shows in both Summary screens.)

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<div class="post-metadata">

**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 27, 2020, 8:17am UTC](https://forum.manager.io/t/new-experimental-summary-screen/28402/24 "2020-05-27T08:17:33Z")

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@tony the latest version (20.5.82) filters out billable time when on cash-basis  
@AJD the latest version fixing the drilling-down error on `Withholding tax` account and making `Retained earnings` and `Foreign exchange gains / losses` clickable.

The implementation of how drilling-down into these two accounts is working is different now.

- Previously, `Retained earnings` would show all the transactions in P&L + direct entries. New implementation shows direct entries only.
- As for currency gains / losses account, it is now presenting the calculation in more compact way to make it easier to understand.

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<div class="post-metadata">

**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, 8:19am UTC](https://forum.manager.io/t/new-experimental-summary-screen/28402/25 "2020-05-27T08:19:07Z")

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That probably come from the rounding issue  
the two credit entries are 38.15 + 73.45 = 111.60 and the debit entry 111.61

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**Author:** ![GrahamvdR](https://avatars.discourse-cdn.com/v4/letter/g/51bf81/32.png) [@GrahamvdR](https://forum.manager.io/u/GrahamvdR)\
**Post date:** [May 27, 2020, 8:20am UTC](https://forum.manager.io/t/new-experimental-summary-screen/28402/26 "2020-05-27T08:20:28Z")

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Thanks, you’re probably right. I thought it only appeared when I updated to 20.5.74, which is why I mentioned it here, but it’s possible I missed it earlier.

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<div class="post-metadata">

**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 27, 2020, 8:21am UTC](https://forum.manager.io/t/new-experimental-summary-screen/28402/27 "2020-05-27T08:21:34Z")

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@GrahamvdR Joe is correct. Journal entry is not balanced. It would be always out by 1 cent. You can view the journal entry to see how it was posted to general ledger.

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**Author:** ![GrahamvdR](https://avatars.discourse-cdn.com/v4/letter/g/51bf81/32.png) [@GrahamvdR](https://forum.manager.io/u/GrahamvdR)\
**Post date:** [May 27, 2020, 8:24am UTC](https://forum.manager.io/t/new-experimental-summary-screen/28402/28 "2020-05-27T08:24:54Z")

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@lubos @Joe91 Thanks, I’ve fixed it by changing all figures to use only two decimal places. I guess I must have missed it before I updated.

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<div class="post-metadata">

**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, 8:28am UTC](https://forum.manager.io/t/new-experimental-summary-screen/28402/29 "2020-05-27T08:28:35Z")

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WE can not drill down on the Foreign Exchange Losses in the New Summary screen whereas it is available in the old one

I have only started using foreign currency transactions so I may have missed it - but wasn’t there a Foreign Exchange Gain/Loss report at one stage?

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<div class="post-metadata">

**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 27, 2020, 8:30am UTC](https://forum.manager.io/t/new-experimental-summary-screen/28402/30 "2020-05-27T08:30:05Z")

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@Joe91 can you check drilling-down into currency gains / losses in the latest version (20.5.82) ?

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<div class="post-metadata">

**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, 8:34am UTC](https://forum.manager.io/t/new-experimental-summary-screen/28402/31 "2020-05-27T08:34:53Z")

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OK, the drill down works now - the information in the list is correct, thanks

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<div class="post-metadata">

**Author:** ![Gillrich](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/gillrich/32/7978_2.png) [@Gillrich](https://forum.manager.io/u/Gillrich)\
**Post date:** [May 27, 2020, 8:36am UTC](https://forum.manager.io/t/new-experimental-summary-screen/28402/32 "2020-05-27T08:36:47Z")

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I confirm I am also able to drill down into currency gains/losses. It shows all the currencies I use, and the detailed transactions for each currency bank account are visible and appear correct.

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<div class="post-metadata">

**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, 8:54am UTC](https://forum.manager.io/t/new-experimental-summary-screen/28402/34 "2020-05-27T08:54:48Z")

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Looks like you could drill down on them and see what is missing?

Looks like a journal transfer

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<div class="post-metadata">

**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 27, 2020, 9:08am UTC](https://forum.manager.io/t/new-experimental-summary-screen/28402/35 "2020-05-27T09:08:26Z")

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@AJD the only explanation would be that you have `Withholding tax receipt` entered before the start date. Old general ledger engine would ignore it. New one doesn’t ignore it yet. I’m going to fix this and it could solve your problem.

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<div class="post-metadata">

**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, 12:55pm UTC](https://forum.manager.io/t/new-experimental-summary-screen/28402/37 "2020-05-27T12:55:54Z")

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> [@lubos](#):
>
> Previously, `Retained earnings` would show all the transactions in P&L + direct entries. New implementation shows direct entries only.

This change is excellent. It makes use of _Retained earnings_ as an owner’s equity account more convenient, with less clutter.

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<div class="post-metadata">

**Author:** ![Mule1](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/mule1/32/43116_2.png) [@Mule1](https://forum.manager.io/u/Mule1)\
**Post date:** [May 27, 2020, 4:01pm UTC](https://forum.manager.io/t/new-experimental-summary-screen/28402/38 "2020-05-27T16:01:11Z")

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The new engine inflate my cash at bank balance in the summary and maintains the correct one in Bank accounts Tab -version 20.5.82

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<div class="post-metadata">

**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 27, 2020, 11:01pm UTC](https://forum.manager.io/t/new-experimental-summary-screen/28402/39 "2020-05-27T23:01:35Z")

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@Mule1 could you please test the latest version (20.5.88) to see if this issue has been resolved?

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<div class="post-metadata">

**Author:** ![Mule1](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/mule1/32/43116_2.png) [@Mule1](https://forum.manager.io/u/Mule1)\
**Post date:** [May 28, 2020, 8:23am UTC](https://forum.manager.io/t/new-experimental-summary-screen/28402/40 "2020-05-28T08:23:38Z")

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The cash at bank is now ok in version 20.5.88 but my cost of sales is under stated.

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<div class="post-metadata">

**Author:** ![Mule1](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/mule1/32/43116_2.png) [@Mule1](https://forum.manager.io/u/Mule1)\
**Post date:** [May 28, 2020, 2:54pm UTC](https://forum.manager.io/t/new-experimental-summary-screen/28402/41 "2020-05-28T14:54:21Z")

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1. Inventory location under settings can’t be edited
2. High lighted quantities under inventory quantity by location can’t drill down

Desk top Version 20.5.90

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<div class="post-metadata">

**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 28, 2020, 3:19pm UTC](https://forum.manager.io/t/new-experimental-summary-screen/28402/42 "2020-05-28T15:19:04Z")

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@Mule1, both your complaints are incorrect:

1. Inventory Locations can be edited and new ones can be created.
2. All clickable quantities on the Inventory Quantity by Location report are functional hyperlinks that bring up transactions.

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