Why does a booking show in the list but not on the dashboard?

The list filter and the dashboard selector are on different years, or the booking date falls outside the dashboard date range. Match the two and it appears.

Can I run a year other than April to March?

Yes. The From and To dates on each Financial Year are yours to set, so a calendar year or any other span works.

Docs · Dashboard · How-to

Filter by financial year and date

You will have the dashboard, the bookings grid and the list screens showing the period you want, and know why a figure disappears when the year changes.

Open NShine ERP All docs

Every total on the Dashboard is for one period. The financial-year selector picks the year; the date range narrows it further, to this month or a custom span. The year comes from Settings › Financial Year, where each year has From and To dates and one is set active.

Lists such as Bookings have their own financial-year and date-range filters, and reports have a Select Range control. They default to the active year, so the dashboard and the lists agree unless you change one of them.

Before You Start

The year you want exists in Settings › Financial Year with From and To dates. A new year must be added there before it can be selected anywhere.

Steps

Open the Dashboard.
Pick the year in the financial-year selector. Tiles, both payment splits, the charts and the bookings grid recalculate for that year.
Set a date range inside the year to look at a month or a week. Balance tiles such as Cash In Hand and Bank Accounts show today’s balance whatever range you choose; the count and amount tiles follow the range.
Open Bookings and check its financial year and date range filters. They start on the active year. Change them here to see another period in the list without touching the dashboard.
Open any report under Reports and use Select Range. Choose Current Month, This Financial Year or a custom range; This Financial Year follows the active year.
Go back to the active year when you finish looking back. New bookings and invoices are dated today and will not show in a past year.

Period controls across the app

Control	Where	Default
Financial-year selector	Dashboard	The year marked active in Settings › Financial Year
Date range	Dashboard	The whole selected year
Financial year and date range filters	Bookings list	The active year
Date range filter	Invoice, payment, fuel and quote lists	Current period
Select Range	Reports	Current Month, This Financial Year or custom

What This Changes

Changing the selector changes what the dashboard adds up. It does not move, hide or lock any record.
Setting a year active in Settings › Financial Year changes the default period for every user, not only for you.
Numbering series in Settings › Invoice Settings run on the active year, so set the new year active before the first document of the year.

Tips

If the dashboard looks empty in a new year, the year has not been created or set active yet.
Year-end comparisons are quicker in Reports with two custom ranges than by switching the dashboard back and forth.
Balance tiles do not change with the date range; use Bank Book or Cash Book for a balance on a past date.

Frequently asked questions

Need Help?

Chat with the NShine ERP support team on WhatsApp at +91 79950 87755, or ask from inside the app. Last checked 9 November 2026 against app.nshineerp.com.