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Users need this (David Trapp to verify)
This is a good initial step towards an integration with financial software such as Quickbooks
This is a low difficulty, good faith way for farmers to export a lot of granular and helpful information
Functional Requirements:
Must-have:
Table with the following headers
Transaction:
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- …
Customer for revenue, Item name for expense
Type
Date
Amount
Lines for each transaction that meets the filter criteria
Nice-to-have:
Header that includes:
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…
Farm name
Run date
Active filters
User interaction and design
Can either use the existing filter criteria applied on Finances dashboard or use criteria specifically set as part of an export flow.
Questions and answers
Out of scope
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