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Use your SafeGenerations Microsoft account to sign in. This lets the tool load your sessions directly from the YAG — no copy-pasting required.
Hello! 👋
Let's log your month.
Load sessions from YAG
Pulls your scheduled sessions directly from the live YAG in SharePoint. Select your name and month first, then click the button.
Service Delivery Sessions
Pre-filled from YAG — review each row, set session type, add notes if needed⚡ DEV MODE — DEBUG INFO
| Source | Date | Client | Engagement type | YAG Description / Your notes | Hours | Session type | |
|---|---|---|---|---|---|---|---|
| Select your name & month, then click Search the YAG — or scroll down to scan your calendar / add a session manually | |||||||
| Date | Meeting | External attendees | Matched client | Hrs |
|---|
| Date | Meeting | Excluded because |
|---|
Reimbursable Expenses
Personal out-of-pocket costs and any mileage not tied to an in-person service delivery session — team meetings, quarterlies, supply runs, etc. Each row can hold an expense, mileage, or both.| Date | Category | Description | Miles | Amount | Receipt | |
|---|---|---|---|---|---|---|
| No reimbursable items to report this month | ||||||
The Director of Human Services will review your submission before anything goes to bookkeeping.
You're all set!
Generate Monthly WTG File
Select the month and year. This tool will pull all sessions from the Master YAG for that period, create a clean WTG file, and save it to SharePoint automatically. Then send consultants the WTG link.
Sync QB Account #s to YAG
Reads the Master Client List and fills any empty QB Client ID cells in the Master YAG. Only writes to empty cells — anything you've typed manually is preserved. Unmatched client names are reported so you can update the Master Client List variants if needed.
How this works
- At month end, open this tool with ?mode=prep and select the completed month
- Click Generate — it reads the Master YAG and extracts that month's sessions
- A file named e.g. WTG_April_2026.xlsx is saved to SharePoint → YAG Year at a Glance
- Send consultants the WTG link and let them know submissions are open
- As consultants submit, their confirmations write back to the monthly file
- Open the file any time to see reconciliation status in real time
Reconciliation Dashboard
Review each consultant's submissions for the month. Flag Type 1 (unplanned) and Type 2 (cancelled) mismatches. Mark rows as reconciled and ready to invoice — changes sync back to the monthly WTG file. Brooklyn / Sarah update the Master YAG (YAG_v2) by hand from there.
Consultant Submissions
Sessions 0
| Date | Client | Consultant | Engagement | Hrs | Status | Flags | Description / Notes | Reconciled | Ready to Invoice |
|---|
Client Rollup 0
| Client | Confirmed Sessions | Confirmed Hours | Consultants | Reconciled | Action |
|---|
Reimbursement Dashboard
Pick a month to see all submitted reimbursables — out-of-pocket expenses and mileage. Mark items reimbursed when paid out. Changes sync back to the monthly WTG file.
Per-consultant summary
| Consultant | Items | Due | Already paid |
|---|
Reimbursables 0
| Date | Consultant | Category | Description | Amount | Receipt | Reimbursed |
|---|
Mark items as reimbursed
Stage — with a reimbursement date below. You can adjust individual dates afterwards if needed.
Usually your payroll date, but you can pick any date.