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.

Deposit Date vs. Business Deposit Date: These are two different fields. Agent Deposit Date is the agent's direct deposit date — it feeds her portal dashboard widget and has no effect on totals. Business Deposit Date is the date Arise's deposit hit the KIVS business bank account (or, for a Correction/Backpay entry, the date you actually paid it) — it's required, and it alone determines which year (and month, in Monthly Snapshot) this record counts under in YTD, Monthly Snapshot, Annual P&L, and the dashboard. The Year field and pay period label remain purely descriptive and are never used for those totals — a period worked Dec 16–31 will still display as a December record, even if its Business Deposit Date lands it in the following year's totals.

Correction / Backpay toggle: Check this for money paid to an agent that isn't backed by a new Arise deposit for this record — for example, a delayed underpayment correction. When checked, Confirmed Business Deposit is not required, and the record is excluded from Total Gross Deposits Received on the Annual P&L, since no new deposit actually happened. It still counts toward Total Contractor Payouts, since real money moved. Business Deposit Date still applies — enter the date you actually paid the correction.

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). Gross Net Earnings Total calculates automatically from these entries.

Confirmed Business Deposit: The actual dollar amount Arise deposited to the KIVS business bank account, taken directly from your invoice or bank record — required on every normal pay period (not required for Correction/Backpay entries). This is the figure the Annual P&L's Total Gross Deposits Received actually pulls from, not the calculated Gross Net Earnings Total above it — entering it is your verification step that this record's numbers are accurate.

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, and is what all admin fee totals (P&L, Dashboard, Monthly Snapshot) actually sum. 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. A Correction badge appears on any row flagged as Correction/Backpay.

A running list of amounts owed to (or paid to) an agent outside a normal pay period — for example, an underpayment discovered when correcting an old record. Log the amount, the reason (including which pay period it traces back to), and the date you identified it, with status Owed.

When you actually pay it, come back and change the status to Paid. Two fields appear: Date Paid (which year the payment counts toward) and Satisfying ES # — the ES number of the Correction/Backpay entry you created in Service Period to document the actual payment. This is a manual cross-reference for your own traceability only; nothing links or validates automatically between the ledger and the pay period record.

The ledger itself never feeds into the P&L or any totals — only the Correction/Backpay pay period entry you create when you actually pay does that. The ledger is purely a checklist so you always know what's still outstanding.

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 — consulting income, ACD referrals, and other income streams. Select a Client from the dropdown (managed in Clients & Vendors) to associate an income record with a specific client. Filter by Client, Type, or Year. Pagination shows 20 records per page.

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 two subsections. Recruitment & Staffing covers Administrative Support Fees (what you actually retained, adjusted for any overage absorbed), Service Partner Incentives (every Income entry typed "Arise Income"), and ACD Referral Incentives (every Income entry typed "ACD Referrals," specific to Her Virtuous Works LLC). Other Income Streams shows one line per client for every Consulting Income entry with a client selected — this updates automatically as new consulting clients are added — plus an Other Income line catching Income entries typed "Other Income" and any Consulting Income entry with no client selected. Total Revenue is the sum of both subsections. The contractor pass-through section documents gross deposits and payouts for reference — not business income. Total Gross Deposits Received sums Confirmed Business Deposit across pay periods (excluding Correction/Backpay entries) plus any Income entries typed "Arise Income" — this is the figure meant to reconcile against your Arise 1099. 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.

Clients & Vendors: Reference directory split into two sub-tabs. Clients are your consulting clients — they appear as selectable options in the Income module. Vendors are your expense vendors — they appear as selectable options in the Expenses module. Manage status (Active/Inactive) here; inactive records are hidden from dropdowns but historical data is preserved.

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.