Page Comparison

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Question	Answer
What is the general pattern for each line item on the Financials dashboard?	Headers: Image Removed Mobile ☝️ Image RemovedDesktop Image Added Separators: Each day is a separate divider (as shown) ☝️ Line items: If expense: Transaction => Item name (& “Date” for mobile)Type => Expense & and expense type Amount => Amount (shown in red and with negative sign if expense) Image RemovedImage Added If revenue: Transaction => Customer ( & “Date” “Type” for mobile) Type => Revenue type Amount => Amount (shown in green and with positive sign if expense) Image RemovedImage Added
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.
How should crop sale bundles be displayed?	Image Removed “Transaction” = <Customer> & <Date> “Type” = “Crop sale” (In the general case the type of revenue or expense)Loic Sans to paste most up-to-date version on 04 Oct 2023.
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?	04 Oct 2023 update - it expands the line item in all cases. Navigation to different pages as described below takes place after expanding the line item. 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. 25 Sep 2023 update -Loic Sans is looking at a different icon or method than “>” to do this, but the user does need the ability to access the read-only detail page from the Finances dashboard
For crop sales with “…” “+ X”, how would we view those additional lines?	25 Sep 2023 update - For crop sale, it would navigate them to the crop sale read only detail page. For labour expenses, it would navigate the user to the labour expenses page.
What happens when a user clicks on projected revenue on the finances dashboard?	TBD ; there will be 2 types of futures revenues shortly: Estimated harvest amounts Revenues created with a future data - Loic Sans to update or remove this question based on evolution of Finances KPIs based on discussions on 04 Oct 2023.
Should “estimated harvests” be shown as future revenues? If so, how do we treat this side by side with future crop sales?	No! The estimated harvests screen will be left as is for Finances V1.5. We will address this slight looseness of definition in V2.0.
Should the finances dashboard show future revenues and expenses? How?Probably! The how is a TBD	Yes, it supports future revenues and expenses but only when explicitly filtered for them. As of 04 Oct 2023 only 2 users have created revenues and expenses in the future. This is a feature we want to support in Finances V2.0, but not now.
If there are future revenues and expenses shown on the finances page - how are they ordered amongst current and past transactions? Current ordering is most recent first	Reverse chronological within the filtered period. Users will not by default have a date filter looking into the future, so typically this will start with “Today” and proceed to “Yesterday”, etc. etc.
Do the finances KPIs update for the selected time period?	Yes!
What happens to the existing “Actual Revenue” screen? Image Added	It’s gone! Replaced by ability to filter Finances Dashboard.
What happens to the existing “Other Expenses” screen? Image Added	It’s gone! Replaced by ability to filter Finances Dashboard.