My bookings vanished on the first day of the new year. Why?

The active year ended and the new year was not created or not set active. Add it under Settings › Financial Year and click Set Active; the bookings reappear.

Can I see two years together?

Reports accept a custom date range across years through Select Range. The dashboard and lists work one financial year at a time.

Docs · Settings and users · How-to

Create and activate a financial year

You will have the current financial year created and active, so the dashboard, the bookings list and the reports open on the right period, and you will know how to roll into the next year.

Open NShine ERP All docs

A Financial Year under Settings is a date range with a label. The active year is what the dashboard’s financial-year selector, the bookings list filter and the "This Financial Year" option on report filters default to. Every booking and invoice falls into a year by its date.

Create a year before you enter the first record for it. If the active year does not cover today, new bookings and invoices will seem to disappear from the lists, because the lists are filtered to the active year.

Before You Start

The start and end dates of your accounting year. Common patterns are April to March, July to June, and January to December; the country guides list which applies where.
The label your accountant uses for the year, for example "2026-27".

Steps

Open Settings › Financial Year and click Add.
Enter the From and To dates. The two dates should cover exactly twelve months with no gap and no overlap with the previous year.
Enter the Fiscal Year label and save. This label is what appears in the dashboard selector and report filters.
Click Set Active on the new year. Only one year is active at a time. The previous year stays available in selectors for reports and old bookings.
Open the Dashboard and confirm the financial-year selector shows the new year.
Repeat each year, a few days before the new year starts, so the first bookings of the year land in it.

Fields On This Screen

Field	What to enter	Required
From	First day of the year	Yes
To	Last day of the year	Yes
Fiscal Year	The label shown in selectors, for example 2026-27	Yes
Set Active	Action that makes this the default year everywhere	One year

What This Changes

The Dashboard financial-year selector and all its tiles default to the active year.
The Bookings list and the Booking Schedule filter by the active year by default.
Report filters offer This Financial Year for the active year, and the year label appears in printed report headers.
The Profit & Loss, Trial Balance and Balance Sheet reports read opening and closing figures by year.

Tips

Create the next year in advance; nothing is lost if it exists early, but much seems lost if it is created late.
Do not change the From/To dates of a year that already has bookings. Add a correct year instead and move the active flag.
If a booking seems missing, change the financial-year selector on the list before you search elsewhere.

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.