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I propose we have 12 default expense types - as follows:

Type

Short description

Status

Justification

Machinery purchase or rental

Renamed

Heavily used. Renamed from “Machinery” to mirror that many tasks are using rented machinery.

Utilities

Proposed

Commonly used for monthly or annual expenses such as electricity, gas, and water (including irrigation).

Labour

Proposed

Heavily used.

Seeds and starts

Renamed

Combination of existing “Seeds” and many entries under “Other” related to transplanted seedlings or starts.

Soil Amendment

Retained

Equipment, supplies, and maintenance

Renamed

Combination of existing “Equipment” with “Building supplies” and “maintenance” found during “Other” analysis.

Fuel

Retained

Pest control

Renamed

Renamed from “Pesticide”. Includes purchases of ingredients and services for both weeds and vermin.

Land purchase, mortgage, or lease

Renamed

Renamed from “Land” to more clearly define different relationships to land relationships described in “Other” analysis.

Transport & logistics

Proposed

Licenses, taxes, and dues

Proposed

Combination of “Tax” and “Licenses and dues” found in Other analysis.

Miscellaneous

Renamed

Renamed from “Other”. Should be less visible than other types.

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Follow-up questions

Question

Answer

Date

Does it make sense for custom expense types to be at the end? Should they be elsewhere?

How do we make types both short and crisp and descriptive?

Make the short descriptions searchable such that if someone searches for “lease” it brings up “Land” and “Machinery” since both of those might have the idea of a lease embedded within them.

Is alphabetical sorting the best ordering for expense types?

TBD; we would need a very good reason to move away. If we do move away, it needs to be statically ordered.

With 12 default categories, it feels like we’re right on the edge of tiles being a useful tool. Do we need to rethink the selection process / flow?

Remove or reduce icons role and move to list view rather than tile view.

Loic Sans thinks he can also support longer titles on a list view.

It’s often difficult to disentangle whether something is purely labour, purely machinery rental, or a combination of both. Do we need to be able to answer this or is it sufficient to allow the user to select one or both?

Different ways to document combinations of labour and machinery rental:

  1. If a task for on-farm labour and machinery, just a completed task

  2. If on-farm labour and rental, create a rental expense and complete a task to capture both sides

  3. If labour and rental are together, just create 1 or 2 expenses per user preference

  4. If you have the equipment but need labour, add worker without account with wage and complete the task

Is there a way to make “Services” more useful of a category? Examples from the data include:

  • Logo/ Branding

  • Well services

  • Soil test

  • Seed innoculation

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