Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Functional Requirements:

Must-have:

  • (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 to select PDF or Excel as export format

  • Header that includes:

    • Farm name

    • Run date

    • Active filters

...