Current Year Payments (iOS)

You can use the Current Year Payments pod to display a bar chart (and tabular data) of the payments (held and released), by period, for the current year. The pod also shows the year-to-date total for the payments.

Screen

Screen Shot 2016-09-01 at 1.43.42 PMCurrent Year Payments Pod 

All Fields

The following table describes the information displayed in theCurrent Year Payments pod:

Screen Shot 2016-09-01 at 1.43.54 PM

How to…

This section describes how to use the Current Year Payments pod.

Display the Graphical View

  • Tap the Screen Shot 2016-09-01 at 8.46.26 AM button (in the upper right of the pod) to expand the pod to fill the screen. Alternatively, double-tap the pod to expand it to fill the screen.

To display the graphical view when the pod is already expanded, tap the Screen Shot 2016-09-01 at 8.48.15 AM button.

Display Pop-up Details

  • Tap a bar in the chart to display a pop-up showing specific details.

Screen Shot 2016-09-01 at 1.44.04 PMCurrent Year Payments Details Pop-up

Change the Unit Type

  • Tap the Screen Shot 2016-09-01 at 9.04.47 AM button (in the upper right of the pod), and choose the appropriate unit type from the drop-down list.

The display refreshes using the selected unit type.

Display the Tabular View

1. Tap the Screen Shot 2016-09-01 at 8.48.59 AM button. The tabular view appears.

Screen Shot 2016-09-01 at 1.44.20 PMCurrent Year Payments Tabular View

2. Tap a period in the table. The detail view appears.

Screen Shot 2016-09-01 at 1.44.33 PMCurrent Year Payments Detail View

3. Tap an item in the list to display specific details.

4. Tap the Screen Shot 2016-09-01 at 9.21.38 AM button to return to the tabular view.

Collapse/Close the Pod

  • Tap the Screen Shot 2016-09-01 at 8.46.35 AM button (in the upper right of the pod). Alternatively, double-tap the pod to close it and return to the dashboard.