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  • Spotlight for managing expense types on updated multi-select expense type view

  • Edit custom expense type

  • Customize an icon for a custom expense type

  • Migration of all expense types of type “Other” to be custom expense types

    • Whomever takes this, if we get this far, please check with David Trapp before completing.

Shouldn’t have

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These treatments☝️ are not in scope for this epic, but are helpful in framing future work in the Finances V2.0 module.

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When creating a new expense type, we should …

  • Check if the exact name and farm_id exist in the database and if so, don’t POST a new one but just set delete = FALSE

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Should we have a separate section for retired expense types where they can be “un-retired”?

Not initially. We’ll do a check a few months after releasing this feature to see if that is a use case we need to support.