Viewing Monthly Totals

The Month-to-Date Totals window displays actual to budget comparisons.

To view your month-to-date totals, do the following.

1. Open Dashboard, click Application Links on the navigation panel, and click Time transactions under Time Capture.
2. Click MTD Totals in the Productivity group on the Home ribbon.
3. Select the month to display.

Component	Description
	Click the double left or right arrows to display the same month in the previous or next year.
Monthly navigation	Click the single left or right arrow to display the previous or the next month of transactions.
Home	Click to display the current month's transactions.
Month list	Select a month from the list.

4. Select the staff member for whom you want to display totals from the Staff list. You must have rights to view others' transactions to select a staff member other than yourself from the list.
5. Use the options on the right side of the window to specify which transactions to display.

Component	Description
Display	Select to display either hours or amounts and expenses. Hours. If the daily total hours are less than your anticipated work hours, then the daily total is displayed in bold red text. Amounts. If you have permission to view rates, the amounts will include both time and expense amounts. Otherwise, only expense amounts are included.
Status	Select the transaction statuses to display. Unreleased. Includes unreleased transactions. Note: Calendar days marked with a flag indicate a date containing unreleased transactions. Released. Includes released transactions. Reviewed. Includes reviewed transactions. Posted. Includes posted transactions.
Types	Select the types of transactions to display. Time. Includes time transactions. Expense. Includes expense transactions. (Only available if Amounts is selected.) Reimbursable expense. Includes reimbursable expense transactions. (Only available if Amounts is selected.)
Billable options	Select the billable types of transactions to display. Billable. Includes billable transactions. Non-billable. Includes non-billable transactions.

6. Review the amounts in the calendar and the footer. Explain the calendar and its controls.

Component	Description
Highlighted day on calendar	Currently selected day.
Amounts on calendar days	Selected transactions for the day.
Unreleased flag	Indicates unreleased transactions for that day.

7. Do any of the following, if necessary.
   • Print. Prints the month-to-date totals.
   • Refresh. Refreshes the window to update the summary with recent transaction activity.
   • Daily entry. Closes the Month-to-Date window and displays Daily Entry for the selected day.
   • Unreleased view. Closes the Month-to-Date window and displays the Unreleased Transactions window.
8. Click Close.