Page Comparison

What is the general pattern for each line item on the Financials dashboard?

Headers:

Mobile ☝️

Desktop ☝️

Line items:

If expense:

• Transaction => Item name (& “Date” for mobile)

• Type => Expense type

• Amount => Amount (shown in red and with negative sign if expense)

If revenue:

• Transaction => Customer (& “Date” for mobile)

• Type => Revenue type

• Amount => Amount (shown in green and with positive sign if expense)

Does it makes the most sense to aggregate all crop sales for a particular day together into one “bundled” item, rather than displaying them as potentially dozens of individual transactions on the same day?

No! Reasoning is that the user can already add as many crops to each instance of the crop sale revenue as they would like. Our bundling on the finances dashboard should mirror the way the user creates the revenue. (this is a change Loic Sans )

How should crop sale bundles be displayed?

“Transaction” = <Customer> & <Date>

“Type” = “Crop sale” (In the general case the type of revenue or expense)

Does it makes the most sense to aggregate all labour expenses for a particular day together into one “bundled” item, rather than displaying them as potentially dozens of individual transactions on the same day?

Yes! The existing screens to view labour expenses by person or task lend themselves well to daily bundles (though “View all labour expenses >” should be removed).

What does the “>” arrow on each line item do?

For individual expenses and revenues, it navigates them to the read-only detail page for that transaction. For labour expense “bundles” it navigates them to the existing labour expense homepage.

For crop sales with “…” “+ X”, how would we view those additional lines?

Loic Sans LS: The idea there was to limit the number of sales entries we display on the expendable table. I chose an arbitrary 10 items max. Clicking 14 more would take the user to the corresponding sale on the revenue page.