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Proposal
I propose we have 12 13 default expense types - as follows:
Type | Short description | Status | Justification |
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Machinery | Expenses related to the purchase, lease, rental, and maintenance of machinery. | Retained | Heavily used. |
Utilities | Recurring expenses related to electricity, gas, water (including irrigation), garbage collection, and other periodic services. | Proposed | Commonly used for monthly or annual expenses such as electricity, gas, and water (including irrigation). |
Labour | Expenses related to employed and contracted individuals. | Proposed | Heavily used. |
Seeds and plants | Purchases of seeds, starts, and seedlings used in planting and transplanting. | RetainedRenamed | Combination of existing “Seeds” and many entries under “Other” related to transplanted seedlings or starts. |
Soil Amendment | Expenses related to additives such as fertilizers that improve the attributes of your soil. | Retained | |
Equipment | Expenses related to simple tools, supplies, and parts for operating your farm. | Retained | Combination of existing “Equipment” with “Building supplies” and “maintenance” found during “Other” analysis. |
Fuel | Expenses related to the fuelling of infrastructure, vehicles, machinery, and equipment. | Retained | |
Pest control | Expenses related to the purchase of ingredients, products, and devices used to manage weeds and verminunwanted species. | Renamed | Renamed from “Pesticide”. Includes purchases of ingredients and services for both weeds and verminpests. |
Land | Expenses related to the purchase, financing, lease, rental, access, tax, and other fees for land ownership or use. | Retained | Renamed from “Land” to more clearly define different relationships to land relationships described in “Other” analysis. |
Infrastructure | Expenses related to building or improving structures on the farm. | Proposed | Asked for by user feedback group. Small set of existing examples from “Other” type. |
TransportionTransportation | Expenses related to moving inputs, outputs, and people to where they need to be. | Proposed | |
Services | Expenses related to other services such as licensing, certification, agronomy support, testing, marketing, and others. | Proposed | Combination of “Tax” and “Licenses and dues” found in Other analysis. |
Miscellaneous | Everything else. Consider creating a custom expense type if you will have additional expenses like this in the future. | Renamed | Renamed from “Other”. Should be less visible than other types. |
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Question | Answer | Date | |
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What migrations - caused by changing existing expense types - need to take place? | As of , only “pesticide” → “Pest control” Duncan Brain. |
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Does it make sense for custom expense types to be at the end? Should they be elsewhere? | TBD!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. |
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Is alphabetical sorting the best ordering for expense types? | TBD; we would need a very good reason to move away. If we do move away, it needs to be statically ordered. | With 13 default categoriesYes, we will use alphabetical sorting and custom expense types will be embedded along with standard expense types. |
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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. |
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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. |
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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 👇
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Is there a way to make “Services” more useful of a categorytype? Examples from the data include:
| Short description helps with this. Will re-evaluate a few months post-release. |
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There were roughly 20 instances of “Other” expenses that related to livestock (Loic Sans). These fell into 6 main categoriestypes:
Animal purchases (e.g. “Chicks”, “35 egg layers” “50 Cornish Cross Broilers”)
Animal feed (e.g. “Feed - poultry layer”, “Goat feed - hay no receipt”)
Veterinary care (e.g. “Vet consultation organic”, “Vet barn cat”)
Animal equipment (e.g. “Chicken waterer”)
Animal housing (e.g. “Building Goat Town 2022”)
Animal nutritional supplements (“Shamrock Goat Mineral”)
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