Main Dashboard Overview & Quick Actions

Last Updated: 2026-05-27 | Applies to: IK v1.2+

What You'll See on the Dashboard

The InstitutionKit Dashboard is your command center. When you log in (or click "📊 Dashboard"), you'll see:

1. Campus Switcher (Super Admins Only)

• Located in the WordPress admin bar (top of screen)
• Quickly switch between campuses or view "All Campuses"
• Shows current campus name with location icon (📍)

2. Quick Stats Cards

• Total Students (active enrollments)
• Total Staff (active employees)
• Monthly Revenue (fee collections)
• Pending Tasks (approvals, unpaid invoices)

3. Module ShortcutsEach module is represented by a visual card. Click any card to dive into that management area.

Dashboard Customization

The dashboard adapts based on your role:

Super Admin View:

• All-campus statistics
• Multi-campus comparison widgets
• Global financial overview

Campus Admin View:

• Single-campus statistics only
• Campus-specific financial data
• No campus switching option

Teacher View:

• Assigned classes overview
• Today's attendance tasks
• Pending homework to grade

Article 13: Fee Management System

Apprentice Lesson Setup

Chapter: Fee & Invoice SystemLesson Title: "Setting Up Fee Types and Structures"Lesson Type: Step-by-Step GuideLabels: [Admin] [Accountant] [Guide]

Article Content

Last Updated: 2026-05-27 | Applies to: IK v1.2+

Fee Management Workflow

The fee system has 4 components that build on each other:

Step 1: Define FEE TYPES (what you charge)    ↓Step 2: Create FEE STRUCTURES (packages)    ↓Step 3: ASSIGN FEES to students    ↓Step 4: Generate INVOICES

Step 1: Define Fee Types

Navigate to: 💰 Fee Management → 🏷️ Fee Types

What are Fee Types? Individual chargeable items like:

• Tuition Fee
• Transport Fee
• Library Fee
• Computer Lab Fee
• Examination Fee
• Admission Fee (one-time)
• Security Fee (annual)

To add a new Fee Type:

1. Click "Add New Fee Type"
2. Enter name (e.g., "Sports Fee")
3. Save

Database storage: wp_institutionkit_fee_types table

fee_type_id | fee_name    1       | Tuition Fee    2       | Transport Fee    3       | Library Fee

Step 2: Create Fee Structures

Navigate to: 💰 Fee Management → 📐 Fee Structures

What are Fee Structures? Templates that group multiple fee types with amounts. Example:

To create a structure:

1. Click "Add New Fee Structure"
2. Name it (e.g., "Primary School Package")
3. Add fee types with amounts
4. Save

Database storage: Two tables work together:

• wp_institutionkit_fee_structures - Structure name
• wp_institutionkit_fee_structure_items - Fee type + amount per structure

Step 3: Assign Fees to Students

Navigate to: 💰 Fee Management → 📌 Assign Fees

This is where you link students to fee structures:

Bulk Assignment:

1. Select a class (e.g., "Grade 5")
2. Select a fee structure (e.g., "Primary Package")
3. Set start/end dates (optional, for time-limited fees)
4. Click "Assign to All Students"

Individual Assignment:

1. Search for a student
2. Select specific fee types and amounts
3. Add notes (e.g., "Sibling discount applied")
4. Save

Database storage: wp_institutionkit_student_fees table

student_fee_id | student_id | fee_type_id | amount | start_date | end_date      1        |    45      |      1      | 500.00 | 2026-01-01 | NULL      2        |    45      |      2      |  50.00 | 2026-01-01 | NULL

Step 4: Generate Invoices

Navigate to: 💰 Fee Management → 🧾 Invoices

Auto-generation: System automatically generates invoices monthly (via cron job)

Manual generation:

1. Click "Generate Invoice"
2. Select student or class
3. Choose month
4. System pulls assigned fees → creates invoice
5. Invoice appears with status "Unpaid"

Invoice lifecycle:

[Unpaid] → [Partially Paid] → [Paid]                ↓           [Overdue] (past due date)