The Dashboard is your at-a-glance view of Kingdom inQ's financial health for the current fiscal year (January 1 — December 31). The four stat cards show KIVS Net Income (all income minus expenses), Admin Fees Retained, Total Income, and Total Expenses. Current Month Summary updates as you log entries. Recent Activity shows the 8 most recently saved entries — Pay Period rows are clickable and open a full snapshot.

Record each bi-weekly contractor pay period after processing payroll. Select the agent, pay period (all 24 Arise cycles are pre-populated), and confirm the year. To log a prior year entry, change the Year field first — the pay period dropdown immediately regenerates all 24 cycles for that year.

Client Assignment: Tag each client the agent is associated with for this period using the S and C checkboxes. S = Servicing, C = Certification. An agent can be tagged for multiple clients. You manage these manually — no system enforcement.

Arise Earnings Breakdown: Enter figures directly from the Arise invoice in order: Certification Pay, Service Revenue, Service Adjustments, Support Provisions, Sales Incentives, Referral Incentives, then Platform Usage Fee (exact dollar amount from the Arise platform fee invoice). Net Deposit calculates automatically.

KIVS Deduction: The Administrative Support Fee pre-fills from the agent's roster — edit before saving if needed. Use the Overage Absorbed field to enter any amount you are absorbing on behalf of the agent — the Adjusted Admin Fee recalculates instantly and is what gets saved as your retained fee. Net Pay to Contractor calculates automatically.

Internal Notes: Free-text field for overages, corrections, rounding adjustments, or any context for this pay period. Internal only — never appears on any agent-facing document.

Tags: Select one or more tags to flag this entry. Tags appear as badges in the snapshot view. Manage your tag list in Settings under Manage Field Options. Default tags include: Admin Fee Waived, Rounding Adjustment, Overage Absorbed, Platform Fee Correction, Partial Period.

Pay Period History action indicators: Each row shows up to four indicators — E opens the Edit modal, N (purple) appears when an internal note exists, T (grey) appears when tags are applied, ✕ deletes the entry. N and T are visual only — use E to edit notes or tags.

Record all business expenses here.

Fixed Recurring: Same amount every month — subscriptions, tools, software.

Variable: Recurring but the amount changes month to month.

One-Time: Equipment, filing fees, courses, anything that happens once.

CPA Category: Maps to the rollup categories your CPA uses.

Monthly Subscriptions: Pre-loaded without dates — edit each one to assign a month and year as you process billing cycles.

All non-pay-period income is documented here — Arise payouts, consulting income, and ACD referrals. The 2025 Arise payout records are pre-loaded. CK Management Services and SucessFULL Solutions are flagged as combined totals — click Edit to add individual transactions with accurate dates. Use the filter bar to narrow by agent, type, or year.

Select any month and year to see all activity for that period — pay periods, income records, and expenses in separate panels with a summary stat row. Useful for month-end reconciliation before updating records or preparing for CPA review.

Consolidates all data for the selected year into a print-ready CPA submission document. Revenue is split into Administrative Support Fees and Other Income Streams. The contractor pass-through section documents gross deposits and payouts for reference — not business income. Expenses are broken into Fixed Recurring, Variable, and One-Time. Your EIN (93-3722981) appears on the document. Use Print / Export PDF — open the file directly in your browser (not in an iFrame) for the print dialog to work correctly.

Agent Roster: Each agent's record drives the pay period form — their fee pre-fills automatically. CSP ID is their unique Arise identifier. Admin Fee can be overridden per agent for grandfathered rates.

Vendors & Clients: Reference list of all vendors and consulting clients. Filter by status or search by name. Notes document services provided or work performed for consulting clients.

Client Management: Add the Arise programs your agents service — these populate the client selector on the pay period form.

Manage Field Options: All field menus and tag lists throughout the suite are managed here. Click any existing label to rename it inline. Removed items go to the Recycle Bin and can be restored.

Recycle Bin: Holds removed options until you choose to restore or permanently purge them.

Export: Downloads a full backup of all your suite data as a JSON file. Use this before clearing old year data or as a periodic backup.

Data Storage: All data is stored in your browser's local storage for the device and browser where the file is open. Data does not sync across devices. The HTML file is your tool — keep it stored safely.