IDS CRM / Preview
Preview mode · Sample data only
Admin Task Panel
Review and match entries against the institute’s manual records before posting.
Daily reception attendance entries are excluded. New admissions, fee receipts, inquiries, follow-up calls/messages, expenses and vouchers appear here for Admin verification.
Pending verification
Admin reviews staff entries against manual records before approving.
| Entry type | Reference | Date | Details | Amount | Status | Admin actions |
|---|
No entries are waiting for verification.
Activity register
Verified and pending inquiry, contact, admission and expense records.
| Type | Reference | Date / time | Details | Status | Admin action |
|---|
No activity has been recorded yet.
▣ Today's inquiries2Aj nayi inquiries
▦ This month3Is maah ki inquiries
☎ Follow-ups / calls today0Calls, WhatsApp and email activity
◷ Today's queue1Calls to make today
♙ Total enrolled3Active students
Inquiry records
Select inquiries to manage them together.
| Student & details | Contact | Course interested | Inquiry date | Status | Next follow-up | Actions |
|---|
⌁ Inquiries Analytics & Course Demand Trends
Live graphical representation of inquiry volume and most in-demand courses
Daily inquiries trend (increasing vs decreasing)
Inquiries by course (most in-demand courses)
Graphic Design
78%
Web Development
62%
Computerized Accounting
44%
Add inquiry
Capture contact details, course interest, source and the next follow-up.
Inquiry records are sample data in this preview. In the CRM, saving and follow-up history will be stored securely.
Daily Attendance
Course-wise student register · mark, review and save attendance for a selected date
Student register
Upcoming classes first · marked students move below pending attendance
P PresentA AbsentL LeaveNot marked
| Student & roll number | Phone | Course | Class time / priority | Attendance · P / A / L | Absent message | Note |
|---|
No enrolled students match these filters.
Preview mode: saved attendance stays in this browser only. The live CRM will store registers in its secured database and keep an edit history.
Pending Fees
Track student balances, upcoming installments and fee collections
Total outstandingPKR 0Remaining balances
Students with dues0Pending fee accounts
Overdue installments0Due date has passed
Collected in selected periodPKR 0Selected collection dates
Student fee balances
Record each payment against the student account; the remaining amount stays as balance.
| Student & roll number | Course | Total fee | Paid | Remaining balance | Next installment | Actions |
|---|
No student accounts match these filters.
Recent fee payments & receipts
New payments await approval; approved receipts retain their ledger voucher history.
| Payment ID | Date | Student | Course / installment | Method / account | Paid / installment balance | Status / voucher | Action |
|---|
Student fee plan
| Installment | Description | Due date | Amount | Paid | Balance / promise | Status |
|---|
Preview mode: sample balances and receipts are stored in this browser only. Live fee collection will use the Node.js API and database after integration.
Cash Book
Money received, money paid and account balances ·
Sample opening balances follow the supplied day-book screenshot.
Previous balancePKR 0Opening plus earlier days
Today's money receivedPKR 0Approved fees + services
Today's money paidPKR 0Approved expenses
Today's closing balancePKR 0Previous + received − paid
💰 Money received
Student fees and other service payments · Approved records only.
| Type / received from | Account | Receipt | Amount |
|---|
🧾 Money paid
Expenses and cash/bank vouchers · Approved records only.
| Expense / paid to | Account | Details | Amount |
|---|
Account closing balances
Previous balance plus today's income less today's expense.
| Account | Previous balance | Income | Expense | Closing balance |
|---|
Preview mode: expense and opening-balance records stay in this browser. Live accounting ledger/database integration comes later.
Cash Payment Voucher
Record cash / bank payments with balanced debit and credit ledger entries
Voucher details
Enter voucher date and optional payee. Payment debit/credit accounts are derived from each payment line.
Payment details
Select what the payment is for, add its month/item details, enter the total bill and how much is paid now, then choose Cash, JazzCash, or Bank Account. Any unpaid amount goes to Pending Payments.
| Payment purpose · Ledger account | Narration · Month / details | Ref No. · Auto | Total bill (PKR) | Paid now (PKR) | Paid from |
|---|
Total billPKR 0
Paid nowPKR 0
Pending balancePKR 0
DifferencePKR 0Balanced automatically
⚙ Manage ledger accounts · add / remove expense heads
System payment accounts are protected. Expense heads can be added or removed; old saved vouchers retain their original account text.
Voucher history
Search by day, month, year or date range. Approved payment vouchers are reflected in Cash Book.
| Select | Voucher No. | Date | Remarks | Debit / Credit | Status | Actions |
|---|
No vouchers match the selected period and search.
Pending payments ledger
Unpaid bill balances from partial vouchers stay here until settled.
| Voucher | Date | Payee | Purpose / details | Total bill | Paid | Pending | Action |
|---|
No pending payment balances.
Preview mode: vouchers are saved in this browser only, and the sample signed-in role is Admin. Production must enforce Admin-only editing, approval, reversal and audit history in the Node.js backend and database; hiding buttons in a browser is not sufficient access control.
Student admission
Course details auto-fill from the catalogue. Create the installment plan when you are ready.
Find student profile
Search by student name, roll number, or phone number.
0 of 0Latest admission first
Student details
Basic profile and contact information
Upload photo![Student photo preview]()
Photo compress hokar admission ke liye tayyar hogi.Auto-generated by the system
Auto-calculated from course; editable
Course enrollment
Course duration, timings, details and default fee are picked automatically.
Fee plan
Split the net course fee into due dates. Actual receipts are recorded separately.
| Narration | Due date | Amount (PKR) | Adjustment (PKR) | Remarks |
|---|
Fee after discountPKR 0
Planned installmentsPKR 0
Plan differencePKR 0
Certificate
Use the Institute’s actual diploma artwork. Print is set to A4 landscape.
Preview only: fields and sample values are illustrative. No data is being saved or sent.
Diploma preview
Institute artwork · A4 landscape · verify student and course details before printing
The diploma background is your uploaded artwork. Confirm the print dialog is set to A4 landscape and 100% scale. This preview uses sample/local form data.
Diploma register & verification
Generated diplomas are saved in this browser preview. Search by student name, roll number, certificate number or verification code.
| Student / Roll | Course | Certificate no. | Verification code | Issue date | Actions |
|---|
No diploma records found. Generate a certificate from the admission form first.
Trainers & Salaries
Trainer directory · employee attendance and salary slips
Employee attendance
Only active employees with attendance enabled are listed. Each employee can opt out in their profile.
| Employee | Role | Schedule | Attendance · P / A / L |
|---|
No active employees have attendance enabled.
Attendance enabledTrainers listed1Preview records
Active trainers1Currently active
Trainer directory
Preview records are saved in this browser.
| Employee ID | Name | Department | Designation | Duty timing | Pay type | Base salary | Commission | Status | Actions |
|---|
No trainers match these filters.
💸 Trainer salary & commission
Commission is calculated only on approved installment amounts actually collected in your chosen date range.
| Include | Student / roll | Course · installment | Collected on | Receipt | Fee received | Commission % | Commission |
|---|---|---|---|---|---|---|---|
| Trainer aur collection dates select karke “Show collected fees” press karein. | |||||||
Included fee collectionsPKR 0
Commission duePKR 0
Base salaryPKR 0Admin can adjust
Payable before paymentPKR 0
Saved record ke baad trainer ki selected fee receipts dobara kisi commission run mein count nahi hongi. Advance recovery/deduction minus amount se, incentive plus amount se add karein.
Salary records & payments
Each record shows included student installments and every partial/full payment made to the trainer.
| Trainer | Period | Collected installments | Fees counted | Commission | Base / adjustments | Payable | Paid | Balance | Action |
|---|
No salary records saved yet.