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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:
(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:
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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:
(in export flow) ability to select PDF or Excel as export format
Secondary tab that includes:
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Farm name
Run date / time
Active filters
User interaction and design
By default, the export flow should use the existing filter criteria applied on Finances dashboard. This can be overridden as part of an export flow.
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https://docs.google.com/spreadsheets/d/1gxdVJieGehQDLbI08WKExoH95yNDgfVcC3xR6n5x0fs/edit?usp=sharing
Questions and answers
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