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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?

No - include them in alphabetical order.

; reiterated

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?

Yes, we will use alphabetical sorting and custom expense types will be embedded along with standard expense types.

With 13 default types, 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.

Should the UI for selecting revenues be updated to be consistent with the expenses UI?

Not for V1.5.

Reasoning: Expenses are a batch selection process and revenues are not. Revenues will stay consistent with task tiles (which are also single selection) for now.

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 type? 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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