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(in export flow) selection of “All transactions” as export type
(in export flow) ability to select / clear individual or all revenue types (including custom revenue types)
(in export flow) ability to select / clear individual or all expense types (including custom expense types)
Table with the following headers
Transaction: Customer for revenue, Item name for expense
Type
Date
Amount
Lines for each transaction that meets the filter criteria
Exports as xlsx
Nice-to-have:
Ability (in export flow) ability to select PDF or Excel as export format
Header Secondary tab that includes:
Farm name
Run date / time
Active filters
User interaction and design
Can either By default, the export flow should use the existing filter criteria applied on Finances dashboard or use criteria specifically set . This can be overridden as part of an export flow.
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Questions and answers
Out of scope
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