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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:
Header (in export flow) ability to select PDF or Excel as export format
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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https://docs.google.com/spreadsheets/d/1gxdVJieGehQDLbI08WKExoH95yNDgfVcC3xR6n5x0fs/edit?usp=sharing
Questions and answers
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