I’m experiencing an issue with the Projects feature.
When I open a project and click on the Profit tab:
Only expenses from direct payments that have a project assigned are displayed.
Expenses that were recorded through purchase invoices (and later paid) do not appear, even though the purchase invoices are assigned to the same project.
No income transactions are displayed in the Profit tab either.
However, on the main Projects page, the project totals are calculated correctly. The Income, Expenses, and Profit figures are all accurate.
It appears that the project summary is correct, but the detailed on Profit tab report is not listing all of the underlying transactions.
Manager Version:26.7.6.3652 Windows Desktop Operating System: Windows 11
I succesfully reproduced the missing Income rows in Projects > Profit data. This is a bug.
However, for the expenses part, I created a project against that I created the following:
Direct payment of Expenses against project worked as expected
Unpaid Purchase Invoice against project worked as expected
Paid Purchase Invoice against project. worked as expected
So, as far as my tests go, Manager is working as expected.
However, I assume you are trying something different.
In case you already created a Purchase Invoice that has not been asigned a Project and then settled this Invoice using a Payment and try to assign that a Project, that shouldn’t work by design.
The reason for that is that Projects summarize Profit/Loss accounts and the payment of an existing purchase invoice is debited to a 1Balance Sheet > Payable` account which is outside the scope of your project sheet.
The fix, in this case, is apparent: just classify the line containing the expense account, be it on a Purchase Invoice or on Payment.
I could be missing something though but I will place this under bugs.
Please note this issue occurs only with one particular project. My other projects are working as expected.
For the affected project:
The Projects > Profit tab report shows only direct payments (notlinked to any Purchase Invoices) where both the Project and Expense Account are assigned.
Expenses recorded through Purchase Invoices (with the project assigned on the invoice and later settled by payment) are not displayed in the Profit tab report.
No income transactions are displayed in the Profit tab report at all.
However, on the main Projects page, the Income, Expenses, and Profit totals for this project are all calculated correctly. This indicates that Manager is recognizing all of the project transactions, but the detailed Profit report for this specific project is incomplete.
This behavior is consistent with the screenshot I shared earlier, where only direct payment expenses are listed, while Purchase Invoice expenses and all income transactions are missing.
