Setup runs automatically on first launch. To revisit it, click Edit Fee Structure above. Here is what each field controls:

• Business Name: appears in the header and on every earnings document.
• Owner Name: appears in the document footer for reference.
• Service Partner ID: your Arise SP ID, included on documents.
• Agent Section Label: the heading above agent info on documents (e.g. "Agent Details," "Contractor Details").
• Earnings Document Name: what your documents are called throughout the tool (e.g. "Earning Statement," "Invoice," "Pay Statement").
• Brand Colors: four hex codes that control the color scheme of the entire interface. Changes apply live as you type.
• DBA Name: optional. If your LLC operates under a different trading name, enter it here. Appears on your P&L as "d/b/a [name]".
• EIN: optional. Your Employer Identification Number. Appears on your P&L for CPA reference.
• Fiscal Year: the 12-month period your business uses for financial reporting. Most small businesses use January 1 – December 31. If unsure, select that option. You can change it in Settings any time.
• Admin Fee Structure: how your administrative fee calculates per agent per pay period. Four models available. See Administrative Fee Models below for a full explanation of each.

Your administrative fee is the amount you retain from each agent's earnings each pay period. Select the model that fits your business during setup. Here is how each one works:

Flat Rate per Pay Period

A fixed dollar amount is charged every agent every pay period, regardless of hours worked or earnings. Example: if your flat rate is $35, every agent pays $35 per period no matter what. Best for IBOs who want predictability and simplicity.

Per-Hour Rate

A dollar amount multiplied by total hours the agent worked that period. Example: at $0.50/hr, an agent who worked 64 hours pays $32.00. Best for IBOs who prefer a usage-based model where busier agents contribute more.

Percentage of Net Deposit

A percentage applied to the agent's net deposit after the Arise platform fee is deducted. Example: at 5%, an agent with a $600 net deposit pays $30.00. Best for IBOs whose agents have widely varying earnings.

Tiered by Hours Worked

The fee is assigned based on which hours-worked tier the agent falls into. You define the ranges and dollar amounts. Example: 0–39 hrs = $20, 40–79 hrs = $30, 80–119 hrs = $40, 120+ hrs = $50. An agent who worked 85 hours is charged $40. Tiers are fully customizable.

Agent Fee Overrides

Any individual agent can have a custom flat rate set on their roster card. This overrides the global model for that agent only.

Each pay period entry represents one agent for one Arise pay cycle. Arise operates bi-weekly: the 1st through 15th and the 16th through the last day of the month, giving you 24 pay periods per year.

Steps to log a pay period:

• Click Log Pay Period and select the agent. Their assigned clients and S/C designations pre-load automatically on the right side of the form. Adjust any tick for this specific period if something changed.
• Select the Pay Period from the dropdown. It shows all 24 bi-weekly Arise periods for the selected year. Change the Year field to load periods for a different year.
• Enter the Deposit Date: the date the direct deposit arrived in the agent's account.
• In Hours Logged, enter Servicing Hours and Certification Hours separately. These appear broken out on the earning statement.
• In Arise Earnings Breakdown, enter all applicable line items: Certification Pay, Service Revenue (Hourly), Service Adjustments, Support Provisions, Sales Incentives, Referral Incentives, and the Platform Usage Fee from the Arise invoice. Net Deposit calculates automatically.
• Use Additional Income Lines for any income not covered above.
• The Administrative Support Fee pre-fills from the agent's roster. Edit if needed. Adjusted Admin Fee and Net Pay to Contractor calculate automatically.
• Advanced Adjustments: expand this if you absorbed a portion of the platform fee. The overage reduces the admin fee retained and is documented on the snapshot and earning statement.
• Add Internal Notes for overages, corrections, or context. Internal only. Does not appear on the earning statement.
• Add Tags to flag special circumstances visible at a glance on the pay period list.
• Click Save Entry.

Click any pay period row to open its snapshot, showing YTD figures, hours breakdown, tags, notes, and a View Document button. Click Del to soft-delete. The entry moves to the Recycle Bin and can be restored from there.

• Add each agent using the form at the top of the Agents page. Enter their full name and CSP ID. CSP ID is required and appears on earning statements.
• Set Status to Active or Inactive. Only Active agents appear in the pay period entry dropdown.
• Set a Start Date to track when the agent joined. This appears on the roster list for reference.
• The Fee Rate display shows what the agent will be charged based on your global fee structure. To set a custom rate for a specific agent, check the custom rate option and enter the flat dollar amount.
• Client Assignment: assign clients from your Client List and mark each as S (Servicing) or C (Certification). These pre-populate the client panel when logging a pay period for this agent. Adjust per period if needed. Add clients in Settings → Client List first.
• Click Add Agent to save. The agent appears in the Roster list below immediately.
• Click Edit on any roster entry to load it back into the form. Click Save Changes when done or Cancel to discard.
• The ✕ button removes an agent from the roster without deleting their pay period history.

The Expenses tab is where you record your business operating costs. These feed directly into your Annual P&L.

Three expense categories:

• Fixed Recurring: expenses that draft at the same amount every month. Software subscriptions, tools, phone lines, and other consistent monthly costs belong here.
• Variable: expenses that recur but change in amount. Usage-based services or costs that fluctuate month to month.
• One-Time / Annual: equipment purchases, filing fees, annual registrations, courses, or anything that happens once.

Logging an expense:

• Click Log Expense, enter the name, select a category, enter the amount, and set a specific date. The date is required and determines which month the expense appears in on your P&L.
• Filter expenses by category or year using the dropdowns above the table.
• Edit or delete any entry using the buttons on each row.

• Go to the Earnings tab, select an agent and pay period, then click Generate Document.
• If you edit a pay period entry after generating, click Regenerate to update the document.
• If the agent had both servicing and certification hours logged, the document includes a Hours Log section that breaks them out separately (Servicing Hours, Certification Hours, and Total Hours) so the agent has a clear record for their own files.
• If an overage was absorbed, it appears as a note under the Administrative Support Fee line on the document.
• To save as PDF, click Print / Save PDF and choose "Save as PDF" in your browser's print dialog. The document is designed to fit on one page.
• The document reference number is formatted as Initials-CSPID-SequenceNumber (e.g. TF-784521-001).
• You can also open a document directly from any pay period snapshot by clicking View Document.

The Income Records tab is a standalone log for income your IBO earns outside of agent pay period deposits. This includes IBO referral bonuses, digital product sales, consulting income, and similar. It is not connected to your agent pay periods, which remain in the Pay Periods tab.

To log an income record:

• Click Log Income and enter the source or description (e.g. "Arise IBO referral bonus," "Branded tracker sale").
• Select a Category from the list (IBO Referral Bonus, Digital Product Sales, Consulting, or Other). You can add your own categories in Settings → Income Categories.
• Enter the Amount and the Date the income was received.
• Add a Note if you want to record any additional context.
• Click Save Income.

Filtering and reviewing:

• Use the category and year filters to narrow the list. The stat cards at the top update to reflect the filtered view.
• Edit or delete any record using the buttons on each row.

How it feeds the rest of the tool:

• Annual P&L: income records appear as a separate "Other Income" section between Admin Fee Revenue and the Arise pass-through block. Each category is listed separately with a total.
• Monthly View: any month with income records shows a separate "Other Income" panel below the pay period table, with an Other Income stat card in the summary row.

• Select any month using the tabs at the top to see all pay period entries and income records for that calendar month.
• The stat cards show Service Revenue, Admin Fees Earned, Total Net Pay Out, and Other Income (if any income records exist for that month).
• Pay period entries appear in the main table. Any income records for that month appear in a separate panel below.
• Filter by client or agent using the dropdowns to narrow the pay period entries.

The Annual P&L generates a professional, CPA-ready profit and loss statement for any year on record. Select the year from the dropdown and the statement builds automatically from your logged pay periods, income records, and expenses.

What the P&L includes:

• Header: your business name, DBA (if set), EIN (if set), fiscal year, and generated date.
• Revenue: Administrative Support Fees: your total retained admin fee income for the year. This is your primary IBO revenue.
• Revenue: Other Income: any income logged in the Income Records tab, broken out by category. Only appears when you have income records for the year.
• Arise Gross Deposits: the total gross amounts received from Arise across all agents, broken out by line item type.
• Contractor Pass-Through Documentation: total gross deposits received and total agent net payouts, documented for CPA transparency. These are not IBO income. They are pass-through transactions.
• Operating Expenses: your logged expenses broken out by Fixed Recurring, Variable, and One-Time/Annual categories.
• Net Operating Income / (Loss): your admin fee revenue plus other income, minus your operating expenses. This is your bottom line.
• Month-by-Month Summary: a table showing admin fees, other income, and expenses for each month that has data, with a net column.

Click Print / Save PDF to save or print the statement. It is formatted for clean printing and CPA submission.

Note: the P&L pulls DBA, EIN, and fiscal year from your setup. Update those in Settings → Business Identity if they need to change.

• When you delete a pay period from the Pay Periods list, it is not immediately erased. It moves to the Recycle Bin tab where it is held safely.
• From the Recycle Bin, you can Restore any entry back to your active pay periods list. It will reappear exactly as it was.
• Remove permanently deletes a single entry from the bin. Empty Bin permanently removes everything in the bin at once.
• Make it a habit to check the bin before emptying it. Once permanently deleted, an entry cannot be recovered unless you have a backup.

• Track all software subscriptions, tools, and service providers. Add vendors with name, category, monthly cost, and status.
• Filter by status or search by name. Vendor costs are for reference and do not feed the P&L automatically.

What you can update in Settings:

• Business Identity: update your business name, owner name, SP ID, DBA name, EIN, fiscal year, agent section label, and earnings document name any time.
• Brand Colors: update your hex codes at any time. The interface updates live as you type.
• Client List: add, rename, or remove clients. These populate the client dropdown in every pay period entry and on agent roster records. The list is scrollable and will not distort the layout no matter how many clients you add.
• Expense Categories: add or rename expense categories as your business needs evolve.
• Pay Period Tags: manage the list of tags available when logging a pay period. Default tags are provided to get you started, but you can add, rename, or remove them to fit how your business operates. Tags appear on pay period rows and in the snapshot for quick reference.
• Income Categories: manage the list of categories available when logging income in the Income Records tab. Default categories include IBO Referral Bonus, Digital Product Sales, Consulting, and Other. Add your own to match how your business operates.
• Admin Fee Structure: click Edit Fee Structure to return to the setup screen and change your fee model at any time.

Data Backup: Export & Import:

• Click Export Backup to download a complete backup of all your tracker data (agents, pay periods, expenses, vendors, recycle bin contents, and settings) as a single JSON file.
• Click Import Backup to restore your data from a previously exported file. You will be prompted to confirm before anything is overwritten.
• The dashboard shows a backup reminder with the date of your last export. Make backing up a regular habit.

Data storage & safety:

• All data is stored in your browser's local storage. Clearing browser site data will erase your tracker records. Export a backup before any maintenance.
• Windows users: System cleaning tools like CCleaner, and your browser's "Clear browsing data" option with "Cookies and site data" checked, will wipe your tracker. In Chrome or Edge, clearing "Cached images and files" is safe, but "Cookies and site data" will erase everything. Always export a backup first.
• This tracker is a single self-contained HTML file. Keep a saved copy on your desktop, a flash drive, or in cloud storage as your master backup.
• If you access this tracker through a client portal or business management platform that embeds it via an iframe, clearing that platform's cache will not affect your tracker data. Only clearing the site data for the hosting domain will.