Version 25.3.7.2148
i noticed sometimes on the home page, the profit loss statement period will not show all my data when:
“Show balances for specified period” is not checked.
However
After restarting manager the period shows from 01/01/0001 to 03/12/2025 like normal.
Hi @Tallen,
This is more or less what happened here:
Does this behavior repeat or have any other effects?
That’s exactly what I did have also. I changed the name from the business and the problem was gone. I still beleive it has something to do with a cache or temporaly data that was not cleaned up or something like that.
yes. on both my main file and my test file
If this isn’t a one time thing, then it should be in bugs
Change the name of your business into something else. After that change it back into the original name. That’s how it was solved for me.
It’s getting a bit more complicated to calculate period if period is not explicitly selected. And Summary screen is the only tab that shows implicit period. In the latest version (25.3.14) I made it so if period is not explicitly selected, then the period won’t show at all and the figures are shown for all transactions entered.
Why not set the period to earliest transaction date and latest transaction date (even it is in the future) or just default to Today if the user doesn’t specify a period
There are now businesses on Manager with well over million of transactions and Manager is getting slow for them. Technically speaking, you need to scan through all their transactions to find min/max date and this is an issue once the database grows to big number of transactions.
I’m now in the process of optimizing all screens for performance and one of the principles that I adhere to is that no screen in Manager should require to do full scan of data to calculate anything. This will make Manager very fast even with large amount of data and will also allow new functionality, such as showing real-time balances in autocomplete boxes and some other stuff.
Would a user provided Start date help in this regard? 
I take it you do not want to index the date field.
Well, it’s about striking the right balance. If I’m going to be adding another index, it needs to give more benefits than just showing period on Summary screen in case no period is selected.
Just default to the current year ie 1st January to Today
After all, if that isn’t suitable, the user can select whatever period they want
Calendar year does not equal finical year in all jurisdictions.
All time is jurisdiction independent.
I was just suggesting that if no period is selected, just use a simple default
What about receipts/payments automatic allocation to Invoices? Would you change that too?
Yes - however I expect that to be well-received. If there is a button that will edit the transactions to automatically allocate payments and receipts to invoices, calculating invoice balance will be trivial.
This means we will be able to show invoice balances in autocomplete boxes. Filter out invoices that have zero balance. And also eliminate concept of open/closed invoices. So overall it will be better.
I hope it becomes possible on Invoices Tab or within Invoice itself rather than on the Receipts/Payments Tab.
