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Type

Short description

Status

Justification

Machinery

Expenses related to the purchase, lease, rental, and maintenance of machinery.

Retained

Heavily used.

Utilities

Recurring expenses related to electricity, gas, water (including irrigation), garbage collection, and other periodic services.

Proposed

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

Labour

Expenses related to employed and contracted individuals.

Proposed

Heavily used.

Seeds

Purchases of seeds, starts, and seedlings used in planting and transplanting.

Retained

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

Soil Amendment

Expenses related to additives such as fertilizers that improve the attributes of your soil.

Retained

Equipment

Expenses related to simple tools, supplies, and parts for operating your farm.

Retained

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

Fuel

Expenses related to the fuelling of infrastructure, vehicles, machinery, and equipment.

Retained

Pest control

Expenses related to the purchase of ingredients, products, and devices used to manage weeds and vermin.

Renamed

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

Land

Expenses related to the purchase, financing, lease, rental, access, tax, and other fees for land ownership or use.

Retained

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

Infrastructure

Expenses related to building or improving structures on the farm.

Proposed

Asked for by user feedback group. Small set of existing examples from “Other” type.

Transportion

Expenses related to moving inputs, outputs, and people to where they need to be.

Proposed

Services

Expenses related to other services such as licensing, certification, agronomy support, testing, marketing, and others.

Proposed

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

Miscellaneous

Everything else. Consider creating a custom expense type if you will have additional expenses like this in the future.

Renamed

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

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Question

Answer

Date

What migrations - caused by changing existing expense types - need to take place?

As of , only “pesticide” → “Pest control” Duncan Brain.

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

TBD!

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 13 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?

Include a search bar.

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 as needed.

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?

Guidance for user onboarding and support 👇
Different ways to document combinations of labour and machinery rental:

  1. If labour and machinery belong to the farm, just a complete a task

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

  3. If labour and rental are included as a service, just create 1 or 2 expenses (e.g. ‘service’, or ‘machinery’ and 'labour') per user preference

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

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

Short description helps with this. Will re-evaluate a few months post-release.

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