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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 click + Add session manually | |||||||
Additional Expenses
Meals, supplies, travel costs — not mileage (that's automatic)| Date | Category | Description | Amount | Payment | Receipt | |
|---|---|---|---|---|---|---|
| No additional expenses to report this month | ||||||
Internal Mileage
Non-billable driving — supplies, team meetings, etc. (no client involved)| Date | Purpose | Miles | Reimbursement | |
|---|---|---|---|---|
| No internal mileage 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.
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 → Internal Tools
- 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 to the Master YAG.
Consultant Submissions
Sessions 0
| Date | Client | Consultant | Engagement | Hrs | Status | Flags | 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 expenses. Mark items reimbursed when paid out. Changes sync back to the monthly WTG file.
Per-consultant summary
| Consultant | Items | Due | Already paid |
|---|
Personal — to reimburse 0
| Date | Consultant | Category | Description | Linked Session | Amount | Receipt | Reimbursed |
|---|
Company Card — for bookkeeping 0
| Date | Consultant | Category | Description | Linked Session | Amount | Receipt |
|---|
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.