Core Records

Account Categories Purpose and when to use this record Group general-ledger accounts by statement...

Accounts Purpose and when to use this record Maintain the chart of accounts used to classify tran...

Bank Information Purpose and when to use this record The Bank Information overview screen in the ...

Credit Card Accounts Purpose and when to use this record Connect a business credit card to its pa...

Credit Card Charges Purpose and when to use this record Record a card purchase or credit, its ven...

Customer Credits Purpose and when to use this record The Customer Credits overview screen in the ...

Debit Cards Purpose and when to use this record Identify the debit cards and bank-payment methods...

Deposits Purpose and when to use this record Move undeposited funds into a bank account and creat...

Expense Categories Purpose and when to use this record Maintain the categories used to group smal...

Expense Records Purpose and when to use this record Record a dated business expense with its amou...

Finance Charge Groups Purpose and when to use this record Review the customer groupings used when...

Journal Entries Purpose and when to use this record Enter and review balanced general-ledger adju...

Memorized Transactions Purpose and when to use this record Save a reusable journal-entry or vendo...

Mileage Records Purpose and when to use this record Document business vehicle mileage for a speci...

Months Purpose and when to use this record Control monthly accounting periods, their parent quart...

Payments Purpose and when to use this record The Payments overview screen in the Brisk documentat...

Quarters Purpose and when to use this record Define quarterly accounting boundaries and lock comp...

Receivable Transactions Purpose and when to use this record The Receivable Transactions overview ...

Reconciliations Purpose and when to use this record Reconcile a bank or card account to a stateme...

Reporting Api Credentials Purpose and when to use this record Grant a named integration narrowly ...

Taxes Purpose and when to use this record Configure a tax rate, its liability account, and the ta...

1099 Account Configurations Purpose and when to use this record Classify general-ledger accounts ...

Transactions Purpose and when to use this record Trace the individual general-ledger postings cre...

Vehicles Purpose and when to use this record Maintain the business vehicles available for mileage...

Vendor Credit Memo Applications Purpose and when to use this record Apply part or all of a vendor...

Vendor Invoices Purpose and when to use this record Use a vendor invoice to record an amount your...

Work Periods Purpose and when to use this record Bound an operating period for warehouse activity...

Years Purpose and when to use this record Define the organization’s accounting-year boundaries an...