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User story

As a farmer I want to be able to generate a list of transactions that meet a particular filter criteria so that I can granularly understand all revenues and expenses for my business over time

Why?

Running a farm is a complex operation. LiteFarm is not (and does not aim to be - see Paradigm) the best accounting system around. However, farmers should be able to export financial data into the system of their choice and slice and dice it there to their hearts content.

Assumptions

  • 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:

  • 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

Nice-to-have:

  • Header that includes:

    • Farm name

    • Run date

    • Active filters

User interaction and design

Loic Sans

Can either use the existing filter criteria applied on Finances dashboard or use criteria specifically set as part of an export flow.

Questions and answers

Out of scope

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