# Accounting Module # accounting-account-categories-create # Account Category – Create View **Module:** Accounting **Screen Type:** Create View **URL:** `/^accounting/account-categories/create/` **Model:** AccountCategory **Record Name:** Account Category **Plural Name:** Account Categories --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | _TODO_ | | Account Type | Text (choice) | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-account-categories](https://help.brisksystems.us/books/brisk-documentation/page/accounting-account-categories) - **Detail View** — [accounting-account-categories-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-account-categories-id) - **Update View** — [accounting-account-categories-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-account-categories-id-update) --- ## Advanced Notes _TODO_ # accounting-account-categories-id-update # Account Category – Update View **Module:** Accounting **Screen Type:** Update View **URL:** `/^accounting/account-categories//update/` **Model:** AccountCategory **Record Name:** Account Category **Plural Name:** Account Categories --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | _TODO_ | | Account Type | Text (choice) | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-account-categories](https://help.brisksystems.us/books/brisk-documentation/page/accounting-account-categories) - **Create View** — [accounting-account-categories-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-account-categories-create) - **Detail View** — [accounting-account-categories-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-account-categories-id) --- ## Advanced Notes _TODO_ # accounting-account-categories-id # Account Category – Detail View **Module:** Accounting **Screen Type:** Detail View **URL:** `/^accounting/account-categories//` **Model:** AccountCategory **Record Name:** Account Category **Plural Name:** Account Categories --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | _TODO_ | | Account Type | Text (choice) | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-account-categories](https://help.brisksystems.us/books/brisk-documentation/page/accounting-account-categories) - **Create View** — [accounting-account-categories-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-account-categories-create) - **Update View** — [accounting-account-categories-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-account-categories-id-update) --- ## Advanced Notes _TODO_ # accounting-account-categories # Account Categories – List View **Module:** Accounting **Screen Type:** List View **URL:** `/^accounting/account-categories/` **Model:** AccountCategory **Record Name:** Account Category **Plural Name:** Account Categories --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | _TODO_ | | Account Type | Text (choice) | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [accounting-account-categories-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-account-categories-create) - **Detail View** — [accounting-account-categories-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-account-categories-id) - **Update View** — [accounting-account-categories-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-account-categories-id-update) --- ## Advanced Notes _TODO_ # accounting-accounts-create # Account – Create View **Module:** Accounting **Screen Type:** Create View **URL:** `/^accounting/accounts/create/` **Model:** Account **Record Name:** Account **Plural Name:** Accounts --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Account Name | Text | _TODO_ | | Category | Relationship (single) | _TODO_ | | Balance Currency | Text (choice) (optional) | _TODO_ | | Balance | Number (decimal) (optional) | _TODO_ | | Account Number | Text (optional) | _TODO_ | | Header Account | Yes/No | If an account is defined as a Header Account, it will report the total balances of all accounts assigned to it. | | Active | Yes/No | Uncheck this field to mark an account as inactive. Inactive accounts will not be presented for selection in various menus in the Brisk system | | Additional Filter | Text (choice) (optional) | For reporting purposes, add a tag to this account to help it flow into the correct section on financial reports | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-accounts](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts) - **Detail View** — [accounting-accounts-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts-id) - **Update View** — [accounting-accounts-id-update-standard](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts-id-update-standard) - **Update View** — [accounting-accounts-id-update-header](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts-id-update-header) - **List View** — [accounting-bank-accounts](https://help.brisksystems.us/books/brisk-documentation/page/accounting-bank-accounts) - **Create View** — [accounting-bank-accounts-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-bank-accounts-create) - **Detail View** — [accounting-bank-accounts-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-bank-accounts-id) - **Update View** — [accounting-bank-accounts-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-bank-accounts-id-update) --- ## Advanced Notes _TODO_ # accounting-accounts-id-update-header # Account – Update View **Module:** Accounting **Screen Type:** Update View **URL:** `/^accounting/accounts//update-header/` **Model:** Account **Record Name:** Account **Plural Name:** Accounts --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Account Name | Text | _TODO_ | | Category | Relationship (single) | _TODO_ | | Balance Currency | Text (choice) (optional) | _TODO_ | | Balance | Number (decimal) (optional) | _TODO_ | | Account Number | Text (optional) | _TODO_ | | Header Account | Yes/No | If an account is defined as a Header Account, it will report the total balances of all accounts assigned to it. | | Active | Yes/No | Uncheck this field to mark an account as inactive. Inactive accounts will not be presented for selection in various menus in the Brisk system | | Additional Filter | Text (choice) (optional) | For reporting purposes, add a tag to this account to help it flow into the correct section on financial reports | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-accounts](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts) - **Create View** — [accounting-accounts-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts-create) - **Detail View** — [accounting-accounts-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts-id) - **Update View** — [accounting-accounts-id-update-standard](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts-id-update-standard) - **List View** — [accounting-bank-accounts](https://help.brisksystems.us/books/brisk-documentation/page/accounting-bank-accounts) - **Create View** — [accounting-bank-accounts-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-bank-accounts-create) - **Detail View** — [accounting-bank-accounts-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-bank-accounts-id) - **Update View** — [accounting-bank-accounts-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-bank-accounts-id-update) --- ## Advanced Notes _TODO_ # accounting-accounts-id-update-standard # Account – Update View **Module:** Accounting **Screen Type:** Update View **URL:** `/^accounting/accounts//update-standard/` **Model:** Account **Record Name:** Account **Plural Name:** Accounts --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Account Name | Text | _TODO_ | | Category | Relationship (single) | _TODO_ | | Balance Currency | Text (choice) (optional) | _TODO_ | | Balance | Number (decimal) (optional) | _TODO_ | | Account Number | Text (optional) | _TODO_ | | Header Account | Yes/No | If an account is defined as a Header Account, it will report the total balances of all accounts assigned to it. | | Active | Yes/No | Uncheck this field to mark an account as inactive. Inactive accounts will not be presented for selection in various menus in the Brisk system | | Additional Filter | Text (choice) (optional) | For reporting purposes, add a tag to this account to help it flow into the correct section on financial reports | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-accounts](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts) - **Create View** — [accounting-accounts-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts-create) - **Detail View** — [accounting-accounts-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts-id) - **Update View** — [accounting-accounts-id-update-header](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts-id-update-header) - **List View** — [accounting-bank-accounts](https://help.brisksystems.us/books/brisk-documentation/page/accounting-bank-accounts) - **Create View** — [accounting-bank-accounts-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-bank-accounts-create) - **Detail View** — [accounting-bank-accounts-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-bank-accounts-id) - **Update View** — [accounting-bank-accounts-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-bank-accounts-id-update) --- ## Advanced Notes _TODO_ # accounting-accounts-id # Account – Detail View **Module:** Accounting **Screen Type:** Detail View **URL:** `/^accounting/accounts//` **Model:** Account **Record Name:** Account **Plural Name:** Accounts --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Account Name | Text | _TODO_ | | Category | Relationship (single) | _TODO_ | | Balance Currency | Text (choice) (optional) | _TODO_ | | Balance | Number (decimal) (optional) | _TODO_ | | Account Number | Text (optional) | _TODO_ | | Header Account | Yes/No | If an account is defined as a Header Account, it will report the total balances of all accounts assigned to it. | | Active | Yes/No | Uncheck this field to mark an account as inactive. Inactive accounts will not be presented for selection in various menus in the Brisk system | | Additional Filter | Text (choice) (optional) | For reporting purposes, add a tag to this account to help it flow into the correct section on financial reports | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-accounts](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts) - **Create View** — [accounting-accounts-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts-create) - **Update View** — [accounting-accounts-id-update-standard](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts-id-update-standard) - **Update View** — [accounting-accounts-id-update-header](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts-id-update-header) - **List View** — [accounting-bank-accounts](https://help.brisksystems.us/books/brisk-documentation/page/accounting-bank-accounts) - **Create View** — [accounting-bank-accounts-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-bank-accounts-create) - **Detail View** — [accounting-bank-accounts-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-bank-accounts-id) - **Update View** — [accounting-bank-accounts-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-bank-accounts-id-update) --- ## Advanced Notes _TODO_ # accounting-accounts # Accounts – List View **Module:** Accounting **Screen Type:** List View **URL:** `/^accounting/accounts/` **Model:** Account **Record Name:** Account **Plural Name:** Accounts --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Account Name | Text | _TODO_ | | Category | Relationship (single) | _TODO_ | | Balance Currency | Text (choice) (optional) | _TODO_ | | Balance | Number (decimal) (optional) | _TODO_ | | Account Number | Text (optional) | _TODO_ | | Header Account | Yes/No | If an account is defined as a Header Account, it will report the total balances of all accounts assigned to it. | | Active | Yes/No | Uncheck this field to mark an account as inactive. Inactive accounts will not be presented for selection in various menus in the Brisk system | | Additional Filter | Text (choice) (optional) | For reporting purposes, add a tag to this account to help it flow into the correct section on financial reports | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [accounting-accounts-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts-create) - **Detail View** — [accounting-accounts-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts-id) - **Update View** — [accounting-accounts-id-update-standard](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts-id-update-standard) - **Update View** — [accounting-accounts-id-update-header](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts-id-update-header) - **List View** — [accounting-bank-accounts](https://help.brisksystems.us/books/brisk-documentation/page/accounting-bank-accounts) - **Create View** — [accounting-bank-accounts-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-bank-accounts-create) - **Detail View** — [accounting-bank-accounts-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-bank-accounts-id) - **Update View** — [accounting-bank-accounts-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-bank-accounts-id-update) --- ## Advanced Notes _TODO_ # accounting-bank-accounts-create # Account – Create View **Module:** Accounting **Screen Type:** Create View **URL:** `/^accounting/bank-accounts/create/` **Model:** Account **Record Name:** Account **Plural Name:** Accounts --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Account Name | Text | _TODO_ | | Category | Relationship (single) | _TODO_ | | Balance Currency | Text (choice) (optional) | _TODO_ | | Balance | Number (decimal) (optional) | _TODO_ | | Account Number | Text (optional) | _TODO_ | | Header Account | Yes/No | If an account is defined as a Header Account, it will report the total balances of all accounts assigned to it. | | Active | Yes/No | Uncheck this field to mark an account as inactive. Inactive accounts will not be presented for selection in various menus in the Brisk system | | Additional Filter | Text (choice) (optional) | For reporting purposes, add a tag to this account to help it flow into the correct section on financial reports | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-accounts](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts) - **Create View** — [accounting-accounts-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts-create) - **Detail View** — [accounting-accounts-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts-id) - **Update View** — [accounting-accounts-id-update-standard](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts-id-update-standard) - **Update View** — [accounting-accounts-id-update-header](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts-id-update-header) - **List View** — [accounting-bank-accounts](https://help.brisksystems.us/books/brisk-documentation/page/accounting-bank-accounts) - **Detail View** — [accounting-bank-accounts-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-bank-accounts-id) - **Update View** — [accounting-bank-accounts-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-bank-accounts-id-update) --- ## Advanced Notes _TODO_ # accounting-bank-accounts-id-update # Account – Update View **Module:** Accounting **Screen Type:** Update View **URL:** `/^accounting/bank-accounts//update/` **Model:** Account **Record Name:** Account **Plural Name:** Accounts --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Account Name | Text | _TODO_ | | Category | Relationship (single) | _TODO_ | | Balance Currency | Text (choice) (optional) | _TODO_ | | Balance | Number (decimal) (optional) | _TODO_ | | Account Number | Text (optional) | _TODO_ | | Header Account | Yes/No | If an account is defined as a Header Account, it will report the total balances of all accounts assigned to it. | | Active | Yes/No | Uncheck this field to mark an account as inactive. Inactive accounts will not be presented for selection in various menus in the Brisk system | | Additional Filter | Text (choice) (optional) | For reporting purposes, add a tag to this account to help it flow into the correct section on financial reports | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-accounts](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts) - **Create View** — [accounting-accounts-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts-create) - **Detail View** — [accounting-accounts-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts-id) - **Update View** — [accounting-accounts-id-update-standard](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts-id-update-standard) - **Update View** — [accounting-accounts-id-update-header](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts-id-update-header) - **List View** — [accounting-bank-accounts](https://help.brisksystems.us/books/brisk-documentation/page/accounting-bank-accounts) - **Create View** — [accounting-bank-accounts-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-bank-accounts-create) - **Detail View** — [accounting-bank-accounts-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-bank-accounts-id) --- ## Advanced Notes _TODO_ # accounting-bank-accounts-id # Account – Detail View **Module:** Accounting **Screen Type:** Detail View **URL:** `/^accounting/bank-accounts//` **Model:** Account **Record Name:** Account **Plural Name:** Accounts --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Account Name | Text | _TODO_ | | Category | Relationship (single) | _TODO_ | | Balance Currency | Text (choice) (optional) | _TODO_ | | Balance | Number (decimal) (optional) | _TODO_ | | Account Number | Text (optional) | _TODO_ | | Header Account | Yes/No | If an account is defined as a Header Account, it will report the total balances of all accounts assigned to it. | | Active | Yes/No | Uncheck this field to mark an account as inactive. Inactive accounts will not be presented for selection in various menus in the Brisk system | | Additional Filter | Text (choice) (optional) | For reporting purposes, add a tag to this account to help it flow into the correct section on financial reports | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-accounts](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts) - **Create View** — [accounting-accounts-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts-create) - **Detail View** — [accounting-accounts-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts-id) - **Update View** — [accounting-accounts-id-update-standard](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts-id-update-standard) - **Update View** — [accounting-accounts-id-update-header](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts-id-update-header) - **List View** — [accounting-bank-accounts](https://help.brisksystems.us/books/brisk-documentation/page/accounting-bank-accounts) - **Create View** — [accounting-bank-accounts-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-bank-accounts-create) - **Update View** — [accounting-bank-accounts-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-bank-accounts-id-update) --- ## Advanced Notes _TODO_ # accounting-bank-accounts # Accounts – List View **Module:** Accounting **Screen Type:** List View **URL:** `/^accounting/bank-accounts/` **Model:** Account **Record Name:** Account **Plural Name:** Accounts --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Account Name | Text | _TODO_ | | Category | Relationship (single) | _TODO_ | | Balance Currency | Text (choice) (optional) | _TODO_ | | Balance | Number (decimal) (optional) | _TODO_ | | Account Number | Text (optional) | _TODO_ | | Header Account | Yes/No | If an account is defined as a Header Account, it will report the total balances of all accounts assigned to it. | | Active | Yes/No | Uncheck this field to mark an account as inactive. Inactive accounts will not be presented for selection in various menus in the Brisk system | | Additional Filter | Text (choice) (optional) | For reporting purposes, add a tag to this account to help it flow into the correct section on financial reports | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-accounts](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts) - **Create View** — [accounting-accounts-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts-create) - **Detail View** — [accounting-accounts-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts-id) - **Update View** — [accounting-accounts-id-update-standard](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts-id-update-standard) - **Update View** — [accounting-accounts-id-update-header](https://help.brisksystems.us/books/brisk-documentation/page/accounting-accounts-id-update-header) - **Create View** — [accounting-bank-accounts-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-bank-accounts-create) - **Detail View** — [accounting-bank-accounts-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-bank-accounts-id) - **Update View** — [accounting-bank-accounts-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-bank-accounts-id-update) --- ## Advanced Notes _TODO_ # accounting-bank-information-id # Bank Information – Detail View **Module:** Accounting **Screen Type:** Detail View **URL:** `/^accounting/bank-information//` **Model:** BankInformation **Record Name:** Bank Information **Plural Name:** Bank Information --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Bank Information | Relationship (one-to-one) | Connects to the GL transaction that needs to be balanced | | Transaction Date | Date | Record the date that this transaction took place | | Posted | Yes/No | Records whether or not this transaction has cleared the bank | | Expense Account | Relationship (single) (optional) | If this is balanced by a single transaction, select a balancing account to use | | Check Number | Text (optional) | Record the check number, ACH number, or other identifying number here | | Payee | Text (optional) | Records the payee or "Pay to the order of" field on a check | | Dispersal Method | Text (choice) | Records how this withdrawal was made. If Print Check is selected, this check will be printed or added to the print queue. | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-bank-information](https://help.brisksystems.us/books/brisk-documentation/page/accounting-bank-information) --- ## Advanced Notes _TODO_ # accounting-bank-information # Bank Information – List View **Module:** Accounting **Screen Type:** List View **URL:** `/^accounting/bank-information/` **Model:** BankInformation **Record Name:** Bank Information **Plural Name:** Bank Information --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Bank Information | Relationship (one-to-one) | Connects to the GL transaction that needs to be balanced | | Transaction Date | Date | Record the date that this transaction took place | | Posted | Yes/No | Records whether or not this transaction has cleared the bank | | Expense Account | Relationship (single) (optional) | If this is balanced by a single transaction, select a balancing account to use | | Check Number | Text (optional) | Record the check number, ACH number, or other identifying number here | | Payee | Text (optional) | Records the payee or "Pay to the order of" field on a check | | Dispersal Method | Text (choice) | Records how this withdrawal was made. If Print Check is selected, this check will be printed or added to the print queue. | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Detail View** — [accounting-bank-information-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-bank-information-id) --- ## Advanced Notes _TODO_ # accounting-commission-payments-create # Commission Payment – Create View **Module:** Accounting **Screen Type:** Create View **URL:** `/^accounting/commission-payments/create/` **Model:** CommissionPayment **Record Name:** Commission Payment **Plural Name:** Commission Payments --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Account | Relationship (single) (optional) | _TODO_ | | Salesperson | Relationship (single) (optional) | _TODO_ | | Amount Currency | Text (choice) | _TODO_ | | Amount | Number (decimal) | _TODO_ | | Check Date | Date (optional) | _TODO_ | | Check Number | Number (integer) (optional) | _TODO_ | | Payee Override | Text (optional) | _TODO_ | | Memo | Long text (optional) | _TODO_ | | Posted | Yes/No | _TODO_ | | Edit Locked | Yes/No | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-commission-payments](https://help.brisksystems.us/books/brisk-documentation/page/accounting-commission-payments) - **Detail View** — [accounting-commission-payments-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-commission-payments-id) - **Update View** — [accounting-commission-payments-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-commission-payments-id-update) --- ## Advanced Notes _TODO_ # accounting-commission-payments-id-update # Commission Payment – Update View **Module:** Accounting **Screen Type:** Update View **URL:** `/^accounting/commission-payments//update/` **Model:** CommissionPayment **Record Name:** Commission Payment **Plural Name:** Commission Payments --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Account | Relationship (single) (optional) | _TODO_ | | Salesperson | Relationship (single) (optional) | _TODO_ | | Amount Currency | Text (choice) | _TODO_ | | Amount | Number (decimal) | _TODO_ | | Check Date | Date (optional) | _TODO_ | | Check Number | Number (integer) (optional) | _TODO_ | | Payee Override | Text (optional) | _TODO_ | | Memo | Long text (optional) | _TODO_ | | Posted | Yes/No | _TODO_ | | Edit Locked | Yes/No | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-commission-payments](https://help.brisksystems.us/books/brisk-documentation/page/accounting-commission-payments) - **Create View** — [accounting-commission-payments-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-commission-payments-create) - **Detail View** — [accounting-commission-payments-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-commission-payments-id) --- ## Advanced Notes _TODO_ # accounting-commission-payments-id # Commission Payment – Detail View **Module:** Accounting **Screen Type:** Detail View **URL:** `/^accounting/commission-payments//` **Model:** CommissionPayment **Record Name:** Commission Payment **Plural Name:** Commission Payments --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Account | Relationship (single) (optional) | _TODO_ | | Salesperson | Relationship (single) (optional) | _TODO_ | | Amount Currency | Text (choice) | _TODO_ | | Amount | Number (decimal) | _TODO_ | | Check Date | Date (optional) | _TODO_ | | Check Number | Number (integer) (optional) | _TODO_ | | Payee Override | Text (optional) | _TODO_ | | Memo | Long text (optional) | _TODO_ | | Posted | Yes/No | _TODO_ | | Edit Locked | Yes/No | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-commission-payments](https://help.brisksystems.us/books/brisk-documentation/page/accounting-commission-payments) - **Create View** — [accounting-commission-payments-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-commission-payments-create) - **Update View** — [accounting-commission-payments-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-commission-payments-id-update) --- ## Advanced Notes _TODO_ # accounting-commission-payments # Commission Payments – List View **Module:** Accounting **Screen Type:** List View **URL:** `/^accounting/commission-payments/` **Model:** CommissionPayment **Record Name:** Commission Payment **Plural Name:** Commission Payments --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Account | Relationship (single) (optional) | _TODO_ | | Salesperson | Relationship (single) (optional) | _TODO_ | | Amount Currency | Text (choice) | _TODO_ | | Amount | Number (decimal) | _TODO_ | | Check Date | Date (optional) | _TODO_ | | Check Number | Number (integer) (optional) | _TODO_ | | Payee Override | Text (optional) | _TODO_ | | Memo | Long text (optional) | _TODO_ | | Posted | Yes/No | _TODO_ | | Edit Locked | Yes/No | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [accounting-commission-payments-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-commission-payments-create) - **Detail View** — [accounting-commission-payments-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-commission-payments-id) - **Update View** — [accounting-commission-payments-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-commission-payments-id-update) --- ## Advanced Notes _TODO_ # accounting-credit-card-accounts-create # Credit Card Account – Create View **Module:** Accounting **Screen Type:** Create View **URL:** `/^accounting/credit-card-accounts/create/` **Model:** CreditCardAccount **Record Name:** Credit Card Account **Plural Name:** Credit Card Accounts --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Account | Relationship (one-to-one) | Select the payable account that represents this credit card | | Account Number | Text (optional) | _TODO_ | | Institution | Number (integer) (optional) | _TODO_ | | Vendor | Relationship (single) (optional) | Sets the vendor associated with this credit card; handles accounting transactions for finance charges and other fees | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-credit-card-accounts](https://help.brisksystems.us/books/brisk-documentation/page/accounting-credit-card-accounts) - **Detail View** — [accounting-credit-card-accounts-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-credit-card-accounts-id) - **Update View** — [accounting-credit-card-accounts-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-credit-card-accounts-id-update) --- ## Advanced Notes _TODO_ # accounting-credit-card-accounts-id-update # Credit Card Account – Update View **Module:** Accounting **Screen Type:** Update View **URL:** `/^accounting/credit-card-accounts//update/` **Model:** CreditCardAccount **Record Name:** Credit Card Account **Plural Name:** Credit Card Accounts --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Account | Relationship (one-to-one) | Select the payable account that represents this credit card | | Account Number | Text (optional) | _TODO_ | | Institution | Number (integer) (optional) | _TODO_ | | Vendor | Relationship (single) (optional) | Sets the vendor associated with this credit card; handles accounting transactions for finance charges and other fees | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-credit-card-accounts](https://help.brisksystems.us/books/brisk-documentation/page/accounting-credit-card-accounts) - **Create View** — [accounting-credit-card-accounts-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-credit-card-accounts-create) - **Detail View** — [accounting-credit-card-accounts-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-credit-card-accounts-id) --- ## Advanced Notes _TODO_ # accounting-credit-card-accounts-id # Credit Card Account – Detail View **Module:** Accounting **Screen Type:** Detail View **URL:** `/^accounting/credit-card-accounts//` **Model:** CreditCardAccount **Record Name:** Credit Card Account **Plural Name:** Credit Card Accounts --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Account | Relationship (one-to-one) | Select the payable account that represents this credit card | | Account Number | Text (optional) | _TODO_ | | Institution | Number (integer) (optional) | _TODO_ | | Vendor | Relationship (single) (optional) | Sets the vendor associated with this credit card; handles accounting transactions for finance charges and other fees | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-credit-card-accounts](https://help.brisksystems.us/books/brisk-documentation/page/accounting-credit-card-accounts) - **Create View** — [accounting-credit-card-accounts-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-credit-card-accounts-create) - **Update View** — [accounting-credit-card-accounts-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-credit-card-accounts-id-update) --- ## Advanced Notes _TODO_ # accounting-credit-card-accounts # Credit Card Accounts – List View **Module:** Accounting **Screen Type:** List View **URL:** `/^accounting/credit-card-accounts/` **Model:** CreditCardAccount **Record Name:** Credit Card Account **Plural Name:** Credit Card Accounts --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Account | Relationship (one-to-one) | Select the payable account that represents this credit card | | Account Number | Text (optional) | _TODO_ | | Institution | Number (integer) (optional) | _TODO_ | | Vendor | Relationship (single) (optional) | Sets the vendor associated with this credit card; handles accounting transactions for finance charges and other fees | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [accounting-credit-card-accounts-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-credit-card-accounts-create) - **Detail View** — [accounting-credit-card-accounts-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-credit-card-accounts-id) - **Update View** — [accounting-credit-card-accounts-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-credit-card-accounts-id-update) --- ## Advanced Notes _TODO_ # accounting-credit-card-charges-create # Credit Card Charge – Create View **Module:** Accounting **Screen Type:** Create View **URL:** `/^accounting/credit-card-charges/create/` **Model:** CreditCardCharge **Record Name:** Credit Card Charge **Plural Name:** Credit Card Charges --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Vendor | Relationship (single) | Please select the vendor for this credit card charge | | Card Account | Relationship (single) | _TODO_ | | Amount Currency | Text (choice) | _TODO_ | | Amount | Number (decimal) | _TODO_ | | Reference # | Text (optional) | The reference number for this transaction | | Charge Date | Date (optional) | Date that the card was charged | | Transaction Type | Text (choice) | Determines whether this credit card transaction is a charge or a credit | | Cleared | Yes/No | Records whether or not this transaction has cleared on a credit card statement | | Memo | Long text (optional) | _TODO_ | | Processed | Yes/No | Internal status field that indicates whether accounting changes have occurred or not | | Edit Locked | Yes/No | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-credit-card-charges](https://help.brisksystems.us/books/brisk-documentation/page/accounting-credit-card-charges) - **Detail View** — [accounting-credit-card-charges-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-credit-card-charges-id) - **Update View** — [accounting-credit-card-charges-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-credit-card-charges-id-update) --- ## Advanced Notes _TODO_ # accounting-credit-card-charges-id-update # Credit Card Charge – Update View **Module:** Accounting **Screen Type:** Update View **URL:** `/^accounting/credit-card-charges//update/` **Model:** CreditCardCharge **Record Name:** Credit Card Charge **Plural Name:** Credit Card Charges --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Vendor | Relationship (single) | Please select the vendor for this credit card charge | | Card Account | Relationship (single) | _TODO_ | | Amount Currency | Text (choice) | _TODO_ | | Amount | Number (decimal) | _TODO_ | | Reference # | Text (optional) | The reference number for this transaction | | Charge Date | Date (optional) | Date that the card was charged | | Transaction Type | Text (choice) | Determines whether this credit card transaction is a charge or a credit | | Cleared | Yes/No | Records whether or not this transaction has cleared on a credit card statement | | Memo | Long text (optional) | _TODO_ | | Processed | Yes/No | Internal status field that indicates whether accounting changes have occurred or not | | Edit Locked | Yes/No | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-credit-card-charges](https://help.brisksystems.us/books/brisk-documentation/page/accounting-credit-card-charges) - **Create View** — [accounting-credit-card-charges-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-credit-card-charges-create) - **Detail View** — [accounting-credit-card-charges-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-credit-card-charges-id) --- ## Advanced Notes _TODO_ # accounting-credit-card-charges-id # Credit Card Charge – Detail View **Module:** Accounting **Screen Type:** Detail View **URL:** `/^accounting/credit-card-charges//` **Model:** CreditCardCharge **Record Name:** Credit Card Charge **Plural Name:** Credit Card Charges --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Vendor | Relationship (single) | Please select the vendor for this credit card charge | | Card Account | Relationship (single) | _TODO_ | | Amount Currency | Text (choice) | _TODO_ | | Amount | Number (decimal) | _TODO_ | | Reference # | Text (optional) | The reference number for this transaction | | Charge Date | Date (optional) | Date that the card was charged | | Transaction Type | Text (choice) | Determines whether this credit card transaction is a charge or a credit | | Cleared | Yes/No | Records whether or not this transaction has cleared on a credit card statement | | Memo | Long text (optional) | _TODO_ | | Processed | Yes/No | Internal status field that indicates whether accounting changes have occurred or not | | Edit Locked | Yes/No | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-credit-card-charges](https://help.brisksystems.us/books/brisk-documentation/page/accounting-credit-card-charges) - **Create View** — [accounting-credit-card-charges-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-credit-card-charges-create) - **Update View** — [accounting-credit-card-charges-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-credit-card-charges-id-update) --- ## Advanced Notes _TODO_ # accounting-credit-card-charges # Credit Card Charges – List View **Module:** Accounting **Screen Type:** List View **URL:** `/^accounting/credit-card-charges/` **Model:** CreditCardCharge **Record Name:** Credit Card Charge **Plural Name:** Credit Card Charges --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Vendor | Relationship (single) | Please select the vendor for this credit card charge | | Card Account | Relationship (single) | _TODO_ | | Amount Currency | Text (choice) | _TODO_ | | Amount | Number (decimal) | _TODO_ | | Reference # | Text (optional) | The reference number for this transaction | | Charge Date | Date (optional) | Date that the card was charged | | Transaction Type | Text (choice) | Determines whether this credit card transaction is a charge or a credit | | Cleared | Yes/No | Records whether or not this transaction has cleared on a credit card statement | | Memo | Long text (optional) | _TODO_ | | Processed | Yes/No | Internal status field that indicates whether accounting changes have occurred or not | | Edit Locked | Yes/No | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [accounting-credit-card-charges-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-credit-card-charges-create) - **Detail View** — [accounting-credit-card-charges-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-credit-card-charges-id) - **Update View** — [accounting-credit-card-charges-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-credit-card-charges-id-update) --- ## Advanced Notes _TODO_ # accounting-customer-credits-create # Customer Credit – Create View **Module:** Accounting **Screen Type:** Create View **URL:** `/^accounting/customer-credits/create/` **Model:** CustomerCredit **Record Name:** Customer Credit **Plural Name:** Customer Credits --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Date Created | Date & time (optional) | _TODO_ | | Customer | Relationship (single) | _TODO_ | | Amount Currency | Text (choice) | _TODO_ | | Amount | Number (decimal) | _TODO_ | | Tender | Text (choice) | If receiving a payment, select the payment method used by the customer. If crediting an account to reverse a finance charge, select "Interest Reversal". If writing off a bad debt, select "Write-Off". | | Check Number | Text (optional) | _TODO_ | | Card Type | Text (choice) (optional) | _TODO_ | | Memo | Text (optional) | _TODO_ | | Related Sale | Relationship (single) (optional) | _TODO_ | | Relatedcredit | Relationship (single) (optional) | _TODO_ | | Posted | Yes/No | _TODO_ | | Edit Locked | Yes/No | _TODO_ | | Gateway Id | Text (optional) | Records the system ID at the payment gateway | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-customer-credits](https://help.brisksystems.us/books/brisk-documentation/page/accounting-customer-credits) - **Create View** — [accounting-customer-credits-pos-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-customer-credits-pos-create) - **Detail View** — [accounting-customer-credits-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-customer-credits-id) - **Update View** — [accounting-customer-credits-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-customer-credits-id-update) --- ## Advanced Notes _TODO_ # accounting-customer-credits-id-update # Customer Credit – Update View **Module:** Accounting **Screen Type:** Update View **URL:** `/^accounting/customer-credits//update/` **Model:** CustomerCredit **Record Name:** Customer Credit **Plural Name:** Customer Credits --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Date Created | Date & time (optional) | _TODO_ | | Customer | Relationship (single) | _TODO_ | | Amount Currency | Text (choice) | _TODO_ | | Amount | Number (decimal) | _TODO_ | | Tender | Text (choice) | If receiving a payment, select the payment method used by the customer. If crediting an account to reverse a finance charge, select "Interest Reversal". If writing off a bad debt, select "Write-Off". | | Check Number | Text (optional) | _TODO_ | | Card Type | Text (choice) (optional) | _TODO_ | | Memo | Text (optional) | _TODO_ | | Related Sale | Relationship (single) (optional) | _TODO_ | | Relatedcredit | Relationship (single) (optional) | _TODO_ | | Posted | Yes/No | _TODO_ | | Edit Locked | Yes/No | _TODO_ | | Gateway Id | Text (optional) | Records the system ID at the payment gateway | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-customer-credits](https://help.brisksystems.us/books/brisk-documentation/page/accounting-customer-credits) - **Create View** — [accounting-customer-credits-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-customer-credits-create) - **Create View** — [accounting-customer-credits-pos-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-customer-credits-pos-create) - **Detail View** — [accounting-customer-credits-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-customer-credits-id) --- ## Advanced Notes _TODO_ # accounting-customer-credits-id # Customer Credit – Detail View **Module:** Accounting **Screen Type:** Detail View **URL:** `/^accounting/customer-credits//` **Model:** CustomerCredit **Record Name:** Customer Credit **Plural Name:** Customer Credits --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Date Created | Date & time (optional) | _TODO_ | | Customer | Relationship (single) | _TODO_ | | Amount Currency | Text (choice) | _TODO_ | | Amount | Number (decimal) | _TODO_ | | Tender | Text (choice) | If receiving a payment, select the payment method used by the customer. If crediting an account to reverse a finance charge, select "Interest Reversal". If writing off a bad debt, select "Write-Off". | | Check Number | Text (optional) | _TODO_ | | Card Type | Text (choice) (optional) | _TODO_ | | Memo | Text (optional) | _TODO_ | | Related Sale | Relationship (single) (optional) | _TODO_ | | Relatedcredit | Relationship (single) (optional) | _TODO_ | | Posted | Yes/No | _TODO_ | | Edit Locked | Yes/No | _TODO_ | | Gateway Id | Text (optional) | Records the system ID at the payment gateway | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-customer-credits](https://help.brisksystems.us/books/brisk-documentation/page/accounting-customer-credits) - **Create View** — [accounting-customer-credits-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-customer-credits-create) - **Create View** — [accounting-customer-credits-pos-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-customer-credits-pos-create) - **Update View** — [accounting-customer-credits-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-customer-credits-id-update) --- ## Advanced Notes _TODO_ # accounting-customer-credits-pos-create # Customer Credit – Create View **Module:** Accounting **Screen Type:** Create View **URL:** `/^accounting/customer-credits/pos-create/` **Model:** CustomerCredit **Record Name:** Customer Credit **Plural Name:** Customer Credits --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Date Created | Date & time (optional) | _TODO_ | | Customer | Relationship (single) | _TODO_ | | Amount Currency | Text (choice) | _TODO_ | | Amount | Number (decimal) | _TODO_ | | Tender | Text (choice) | If receiving a payment, select the payment method used by the customer. If crediting an account to reverse a finance charge, select "Interest Reversal". If writing off a bad debt, select "Write-Off". | | Check Number | Text (optional) | _TODO_ | | Card Type | Text (choice) (optional) | _TODO_ | | Memo | Text (optional) | _TODO_ | | Related Sale | Relationship (single) (optional) | _TODO_ | | Relatedcredit | Relationship (single) (optional) | _TODO_ | | Posted | Yes/No | _TODO_ | | Edit Locked | Yes/No | _TODO_ | | Gateway Id | Text (optional) | Records the system ID at the payment gateway | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-customer-credits](https://help.brisksystems.us/books/brisk-documentation/page/accounting-customer-credits) - **Create View** — [accounting-customer-credits-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-customer-credits-create) - **Detail View** — [accounting-customer-credits-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-customer-credits-id) - **Update View** — [accounting-customer-credits-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-customer-credits-id-update) --- ## Advanced Notes _TODO_ # accounting-customer-credits # Customer Credits – List View **Module:** Accounting **Screen Type:** List View **URL:** `/^accounting/customer-credits/` **Model:** CustomerCredit **Record Name:** Customer Credit **Plural Name:** Customer Credits --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Date Created | Date & time (optional) | _TODO_ | | Customer | Relationship (single) | _TODO_ | | Amount Currency | Text (choice) | _TODO_ | | Amount | Number (decimal) | _TODO_ | | Tender | Text (choice) | If receiving a payment, select the payment method used by the customer. If crediting an account to reverse a finance charge, select "Interest Reversal". If writing off a bad debt, select "Write-Off". | | Check Number | Text (optional) | _TODO_ | | Card Type | Text (choice) (optional) | _TODO_ | | Memo | Text (optional) | _TODO_ | | Related Sale | Relationship (single) (optional) | _TODO_ | | Relatedcredit | Relationship (single) (optional) | _TODO_ | | Posted | Yes/No | _TODO_ | | Edit Locked | Yes/No | _TODO_ | | Gateway Id | Text (optional) | Records the system ID at the payment gateway | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [accounting-customer-credits-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-customer-credits-create) - **Create View** — [accounting-customer-credits-pos-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-customer-credits-pos-create) - **Detail View** — [accounting-customer-credits-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-customer-credits-id) - **Update View** — [accounting-customer-credits-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-customer-credits-id-update) --- ## Advanced Notes _TODO_ # accounting-customer-debits-create # Customer Debit – Create View **Module:** Accounting **Screen Type:** Create View **URL:** `/^accounting/customer-debits/create/` **Model:** CustomerDebit **Record Name:** Customer Debit **Plural Name:** Customer Debits --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Date Created | Date & time (optional) | _TODO_ | | Customer | Relationship (single) | _TODO_ | | Amount Currency | Text (choice) | _TODO_ | | Amount | Number (decimal) | _TODO_ | | Tender | Text (choice) | If receiving a payment, select the payment method used by the customer. If crediting an account to reverse a finance charge, select "Interest Reversal". If writing off a bad debt, select "Write-Off". | | Check Number | Text (optional) | _TODO_ | | Card Type | Text (choice) (optional) | _TODO_ | | Memo | Text (optional) | _TODO_ | | Related Sale | Relationship (single) (optional) | _TODO_ | | Relatedcredit | Relationship (single) (optional) | _TODO_ | | Posted | Yes/No | _TODO_ | | Edit Locked | Yes/No | _TODO_ | | Gateway Id | Text (optional) | Records the system ID at the payment gateway | | Customercredit Ptr | Relationship (one-to-one) | _TODO_ | | Original Credit | Relationship (single) | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens --- ## Advanced Notes _TODO_ # accounting-date-range-report # Date Range Report View – Detail View **Module:** Accounting **Screen Type:** Detail View **URL:** `/^accounting/date-range-report` **Model:** N/A **Record Name:** Date Range Report View **Plural Name:** Date Range Report Views --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ --- ## Advanced Notes _TODO_ # accounting-debit-cards-create # Debit Card – Create View **Module:** Accounting **Screen Type:** Create View **URL:** `/^accounting/debit-cards/create/` **Model:** DebitCard **Record Name:** Debit Card **Plural Name:** Debit Cards --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Bank Account | Relationship (single) | Connects this debit card to the bank account it draws from | | Card Holder | Text | Enter the name of the card holder on this account | | Identifier | Text | Enter some identifying information for this card, such as its last 4 digits or a shorthand nickname | | System Generated | Yes/No | Represents payment by bank without debit card for use by checkbook system | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-debit-cards](https://help.brisksystems.us/books/brisk-documentation/page/accounting-debit-cards) - **Detail View** — [accounting-debit-cards-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-debit-cards-id) - **Update View** — [accounting-debit-cards-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-debit-cards-id-update) --- ## Advanced Notes _TODO_ # accounting-debit-cards-id-update # Debit Card – Update View **Module:** Accounting **Screen Type:** Update View **URL:** `/^accounting/debit-cards//update/` **Model:** DebitCard **Record Name:** Debit Card **Plural Name:** Debit Cards --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Bank Account | Relationship (single) | Connects this debit card to the bank account it draws from | | Card Holder | Text | Enter the name of the card holder on this account | | Identifier | Text | Enter some identifying information for this card, such as its last 4 digits or a shorthand nickname | | System Generated | Yes/No | Represents payment by bank without debit card for use by checkbook system | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-debit-cards](https://help.brisksystems.us/books/brisk-documentation/page/accounting-debit-cards) - **Create View** — [accounting-debit-cards-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-debit-cards-create) - **Detail View** — [accounting-debit-cards-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-debit-cards-id) --- ## Advanced Notes _TODO_ # accounting-debit-cards-id # Debit Card – Detail View **Module:** Accounting **Screen Type:** Detail View **URL:** `/^accounting/debit-cards//` **Model:** DebitCard **Record Name:** Debit Card **Plural Name:** Debit Cards --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Bank Account | Relationship (single) | Connects this debit card to the bank account it draws from | | Card Holder | Text | Enter the name of the card holder on this account | | Identifier | Text | Enter some identifying information for this card, such as its last 4 digits or a shorthand nickname | | System Generated | Yes/No | Represents payment by bank without debit card for use by checkbook system | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-debit-cards](https://help.brisksystems.us/books/brisk-documentation/page/accounting-debit-cards) - **Create View** — [accounting-debit-cards-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-debit-cards-create) - **Update View** — [accounting-debit-cards-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-debit-cards-id-update) --- ## Advanced Notes _TODO_ # accounting-debit-cards # Debit Cards – List View **Module:** Accounting **Screen Type:** List View **URL:** `/^accounting/debit-cards/` **Model:** DebitCard **Record Name:** Debit Card **Plural Name:** Debit Cards --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Bank Account | Relationship (single) | Connects this debit card to the bank account it draws from | | Card Holder | Text | Enter the name of the card holder on this account | | Identifier | Text | Enter some identifying information for this card, such as its last 4 digits or a shorthand nickname | | System Generated | Yes/No | Represents payment by bank without debit card for use by checkbook system | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [accounting-debit-cards-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-debit-cards-create) - **Detail View** — [accounting-debit-cards-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-debit-cards-id) - **Update View** — [accounting-debit-cards-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-debit-cards-id-update) --- ## Advanced Notes _TODO_ # accounting-deposits-create # Deposit – Create View **Module:** Accounting **Screen Type:** Create View **URL:** `/^accounting/deposits/create/` **Model:** Deposit **Record Name:** Deposit **Plural Name:** Deposits --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Bank Account | Relationship (single) | Select the bank account to which this deposit will be made | | Source Account | Relationship (single) (optional) | Select the source of undeposited funds | | Amount Currency | Text (choice) | _TODO_ | | Amount | Number (decimal) | _TODO_ | | Deposit Date | Date (optional) | _TODO_ | | Memo | Long text (optional) | _TODO_ | | Dispersal Method | Text (choice) (optional) | Records how this deposit was made. | | Work Period | Relationship (single) (optional) | Optionally link this deposit to a work period | | Posted | Yes/No | _TODO_ | | Edit Locked | Yes/No | _TODO_ | | Enable Splits | Yes/No | Enable split balancing transactions for this deposit. Enabled by default, but disabled in specific circumstances | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-deposits](https://help.brisksystems.us/books/brisk-documentation/page/accounting-deposits) - **Detail View** — [accounting-deposits-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-deposits-id) - **Update View** — [accounting-deposits-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-deposits-id-update) --- ## Advanced Notes _TODO_ # accounting-deposits-id-update # Deposit – Update View **Module:** Accounting **Screen Type:** Update View **URL:** `/^accounting/deposits//update/` **Model:** Deposit **Record Name:** Deposit **Plural Name:** Deposits --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Bank Account | Relationship (single) | Select the bank account to which this deposit will be made | | Source Account | Relationship (single) (optional) | Select the source of undeposited funds | | Amount Currency | Text (choice) | _TODO_ | | Amount | Number (decimal) | _TODO_ | | Deposit Date | Date (optional) | _TODO_ | | Memo | Long text (optional) | _TODO_ | | Dispersal Method | Text (choice) (optional) | Records how this deposit was made. | | Work Period | Relationship (single) (optional) | Optionally link this deposit to a work period | | Posted | Yes/No | _TODO_ | | Edit Locked | Yes/No | _TODO_ | | Enable Splits | Yes/No | Enable split balancing transactions for this deposit. Enabled by default, but disabled in specific circumstances | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-deposits](https://help.brisksystems.us/books/brisk-documentation/page/accounting-deposits) - **Create View** — [accounting-deposits-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-deposits-create) - **Detail View** — [accounting-deposits-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-deposits-id) --- ## Advanced Notes _TODO_ # accounting-deposits-id # Deposit – Detail View **Module:** Accounting **Screen Type:** Detail View **URL:** `/^accounting/deposits//` **Model:** Deposit **Record Name:** Deposit **Plural Name:** Deposits --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Bank Account | Relationship (single) | Select the bank account to which this deposit will be made | | Source Account | Relationship (single) (optional) | Select the source of undeposited funds | | Amount Currency | Text (choice) | _TODO_ | | Amount | Number (decimal) | _TODO_ | | Deposit Date | Date (optional) | _TODO_ | | Memo | Long text (optional) | _TODO_ | | Dispersal Method | Text (choice) (optional) | Records how this deposit was made. | | Work Period | Relationship (single) (optional) | Optionally link this deposit to a work period | | Posted | Yes/No | _TODO_ | | Edit Locked | Yes/No | _TODO_ | | Enable Splits | Yes/No | Enable split balancing transactions for this deposit. Enabled by default, but disabled in specific circumstances | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-deposits](https://help.brisksystems.us/books/brisk-documentation/page/accounting-deposits) - **Create View** — [accounting-deposits-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-deposits-create) - **Update View** — [accounting-deposits-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-deposits-id-update) --- ## Advanced Notes _TODO_ # accounting-deposits # Deposits – List View **Module:** Accounting **Screen Type:** List View **URL:** `/^accounting/deposits/` **Model:** Deposit **Record Name:** Deposit **Plural Name:** Deposits --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Bank Account | Relationship (single) | Select the bank account to which this deposit will be made | | Source Account | Relationship (single) (optional) | Select the source of undeposited funds | | Amount Currency | Text (choice) | _TODO_ | | Amount | Number (decimal) | _TODO_ | | Deposit Date | Date (optional) | _TODO_ | | Memo | Long text (optional) | _TODO_ | | Dispersal Method | Text (choice) (optional) | Records how this deposit was made. | | Work Period | Relationship (single) (optional) | Optionally link this deposit to a work period | | Posted | Yes/No | _TODO_ | | Edit Locked | Yes/No | _TODO_ | | Enable Splits | Yes/No | Enable split balancing transactions for this deposit. Enabled by default, but disabled in specific circumstances | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [accounting-deposits-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-deposits-create) - **Detail View** — [accounting-deposits-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-deposits-id) - **Update View** — [accounting-deposits-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-deposits-id-update) --- ## Advanced Notes _TODO_ # accounting-expense-categories-create # Expense Category – Create View **Module:** Accounting **Screen Type:** Create View **URL:** `/^accounting/expense-categories/create/` **Model:** ExpenseCategory **Record Name:** Expense Category **Plural Name:** Expense Categories --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | Define the category name | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-expense-categories](https://help.brisksystems.us/books/brisk-documentation/page/accounting-expense-categories) - **Detail View** — [accounting-expense-categories-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-expense-categories-id) - **Update View** — [accounting-expense-categories-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-expense-categories-id-update) --- ## Advanced Notes _TODO_ # accounting-expense-categories-id-update # Expense Category – Update View **Module:** Accounting **Screen Type:** Update View **URL:** `/^accounting/expense-categories//update/` **Model:** ExpenseCategory **Record Name:** Expense Category **Plural Name:** Expense Categories --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | Define the category name | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-expense-categories](https://help.brisksystems.us/books/brisk-documentation/page/accounting-expense-categories) - **Create View** — [accounting-expense-categories-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-expense-categories-create) - **Detail View** — [accounting-expense-categories-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-expense-categories-id) --- ## Advanced Notes _TODO_ # accounting-expense-categories-id # Expense Category – Detail View **Module:** Accounting **Screen Type:** Detail View **URL:** `/^accounting/expense-categories//` **Model:** ExpenseCategory **Record Name:** Expense Category **Plural Name:** Expense Categories --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | Define the category name | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-expense-categories](https://help.brisksystems.us/books/brisk-documentation/page/accounting-expense-categories) - **Create View** — [accounting-expense-categories-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-expense-categories-create) - **Update View** — [accounting-expense-categories-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-expense-categories-id-update) --- ## Advanced Notes _TODO_ # accounting-expense-categories # Expense Categories – List View **Module:** Accounting **Screen Type:** List View **URL:** `/^accounting/expense-categories/` **Model:** ExpenseCategory **Record Name:** Expense Category **Plural Name:** Expense Categories --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | Define the category name | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [accounting-expense-categories-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-expense-categories-create) - **Detail View** — [accounting-expense-categories-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-expense-categories-id) - **Update View** — [accounting-expense-categories-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-expense-categories-id-update) --- ## Advanced Notes _TODO_ # accounting-expense-records-create # Expense Record – Create View **Module:** Accounting **Screen Type:** Create View **URL:** `/^accounting/expense-records/create/` **Model:** ExpenseRecord **Record Name:** Expense Record **Plural Name:** Expense Records --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Amount Currency | Text (choice) | _TODO_ | | Amount | Number (decimal) | _TODO_ | | Expense Date | Date | _TODO_ | | Category | Relationship (single) | _TODO_ | | Retailer | Text (optional) | Record the business where this purchase was made | | Memo | Text (optional) | Record notes about this expense record | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-expense-records](https://help.brisksystems.us/books/brisk-documentation/page/accounting-expense-records) - **Detail View** — [accounting-expense-records-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-expense-records-id) - **Update View** — [accounting-expense-records-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-expense-records-id-update) --- ## Advanced Notes _TODO_ # accounting-expense-records-id-update # Expense Record – Update View **Module:** Accounting **Screen Type:** Update View **URL:** `/^accounting/expense-records//update/` **Model:** ExpenseRecord **Record Name:** Expense Record **Plural Name:** Expense Records --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Amount Currency | Text (choice) | _TODO_ | | Amount | Number (decimal) | _TODO_ | | Expense Date | Date | _TODO_ | | Category | Relationship (single) | _TODO_ | | Retailer | Text (optional) | Record the business where this purchase was made | | Memo | Text (optional) | Record notes about this expense record | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-expense-records](https://help.brisksystems.us/books/brisk-documentation/page/accounting-expense-records) - **Create View** — [accounting-expense-records-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-expense-records-create) - **Detail View** — [accounting-expense-records-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-expense-records-id) --- ## Advanced Notes _TODO_ # accounting-expense-records-id # Expense Record – Detail View **Module:** Accounting **Screen Type:** Detail View **URL:** `/^accounting/expense-records//` **Model:** ExpenseRecord **Record Name:** Expense Record **Plural Name:** Expense Records --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Amount Currency | Text (choice) | _TODO_ | | Amount | Number (decimal) | _TODO_ | | Expense Date | Date | _TODO_ | | Category | Relationship (single) | _TODO_ | | Retailer | Text (optional) | Record the business where this purchase was made | | Memo | Text (optional) | Record notes about this expense record | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-expense-records](https://help.brisksystems.us/books/brisk-documentation/page/accounting-expense-records) - **Create View** — [accounting-expense-records-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-expense-records-create) - **Update View** — [accounting-expense-records-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-expense-records-id-update) --- ## Advanced Notes _TODO_ # accounting-expense-records # Expense Records – List View **Module:** Accounting **Screen Type:** List View **URL:** `/^accounting/expense-records/` **Model:** ExpenseRecord **Record Name:** Expense Record **Plural Name:** Expense Records --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Amount Currency | Text (choice) | _TODO_ | | Amount | Number (decimal) | _TODO_ | | Expense Date | Date | _TODO_ | | Category | Relationship (single) | _TODO_ | | Retailer | Text (optional) | Record the business where this purchase was made | | Memo | Text (optional) | Record notes about this expense record | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [accounting-expense-records-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-expense-records-create) - **Detail View** — [accounting-expense-records-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-expense-records-id) - **Update View** — [accounting-expense-records-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-expense-records-id-update) --- ## Advanced Notes _TODO_ # accounting-journal-entries-create # Journal Entry – Create View **Module:** Accounting **Screen Type:** Create View **URL:** `/^accounting/journal-entries/create/` **Model:** JournalEntry **Record Name:** Journal Entry **Plural Name:** Journal Entries --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Date Created | Date & time (optional) | _TODO_ | | Memo | Long text | _TODO_ | | Reversed | Yes/No | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-journal-entries](https://help.brisksystems.us/books/brisk-documentation/page/accounting-journal-entries) - **Detail View** — [accounting-journal-entries-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-journal-entries-id) - **Update View** — [accounting-journal-entries-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-journal-entries-id-update) --- ## Advanced Notes _TODO_ # accounting-journal-entries-id-update # Journal Entry – Update View **Module:** Accounting **Screen Type:** Update View **URL:** `/^accounting/journal-entries//update/` **Model:** JournalEntry **Record Name:** Journal Entry **Plural Name:** Journal Entries --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Date Created | Date & time (optional) | _TODO_ | | Memo | Long text | _TODO_ | | Reversed | Yes/No | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-journal-entries](https://help.brisksystems.us/books/brisk-documentation/page/accounting-journal-entries) - **Create View** — [accounting-journal-entries-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-journal-entries-create) - **Detail View** — [accounting-journal-entries-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-journal-entries-id) --- ## Advanced Notes _TODO_ # accounting-journal-entries-id # Journal Entry – Detail View **Module:** Accounting **Screen Type:** Detail View **URL:** `/^accounting/journal-entries//` **Model:** JournalEntry **Record Name:** Journal Entry **Plural Name:** Journal Entries --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Date Created | Date & time (optional) | _TODO_ | | Memo | Long text | _TODO_ | | Reversed | Yes/No | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-journal-entries](https://help.brisksystems.us/books/brisk-documentation/page/accounting-journal-entries) - **Create View** — [accounting-journal-entries-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-journal-entries-create) - **Update View** — [accounting-journal-entries-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-journal-entries-id-update) --- ## Advanced Notes _TODO_ # accounting-journal-entries # Journal Entries – List View **Module:** Accounting **Screen Type:** List View **URL:** `/^accounting/journal-entries/` **Model:** JournalEntry **Record Name:** Journal Entry **Plural Name:** Journal Entries --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Date Created | Date & time (optional) | _TODO_ | | Memo | Long text | _TODO_ | | Reversed | Yes/No | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [accounting-journal-entries-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-journal-entries-create) - **Detail View** — [accounting-journal-entries-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-journal-entries-id) - **Update View** — [accounting-journal-entries-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-journal-entries-id-update) --- ## Advanced Notes _TODO_ # accounting-mileage-records-create # Mileage Record – Create View **Module:** Accounting **Screen Type:** Create View **URL:** `/^accounting/mileage-records/create/` **Model:** MileageRecord **Record Name:** Mileage Record **Plural Name:** Mileage Records --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Beginning Miles | Number (decimal) | _TODO_ | | Ending Miles | Number (decimal) | _TODO_ | | Expense Date | Date | _TODO_ | | Vehicle | Relationship (single) | _TODO_ | | Memo | Text (optional) | Record notes about this mileage record | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-mileage-records](https://help.brisksystems.us/books/brisk-documentation/page/accounting-mileage-records) - **Detail View** — [accounting-mileage-records-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-mileage-records-id) - **Update View** — [accounting-mileage-records-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-mileage-records-id-update) --- ## Advanced Notes _TODO_ # accounting-mileage-records-id-update # Mileage Record – Update View **Module:** Accounting **Screen Type:** Update View **URL:** `/^accounting/mileage-records//update/` **Model:** MileageRecord **Record Name:** Mileage Record **Plural Name:** Mileage Records --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Beginning Miles | Number (decimal) | _TODO_ | | Ending Miles | Number (decimal) | _TODO_ | | Expense Date | Date | _TODO_ | | Vehicle | Relationship (single) | _TODO_ | | Memo | Text (optional) | Record notes about this mileage record | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-mileage-records](https://help.brisksystems.us/books/brisk-documentation/page/accounting-mileage-records) - **Create View** — [accounting-mileage-records-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-mileage-records-create) - **Detail View** — [accounting-mileage-records-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-mileage-records-id) --- ## Advanced Notes _TODO_ # accounting-mileage-records-id # Mileage Record – Detail View **Module:** Accounting **Screen Type:** Detail View **URL:** `/^accounting/mileage-records//` **Model:** MileageRecord **Record Name:** Mileage Record **Plural Name:** Mileage Records --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Beginning Miles | Number (decimal) | _TODO_ | | Ending Miles | Number (decimal) | _TODO_ | | Expense Date | Date | _TODO_ | | Vehicle | Relationship (single) | _TODO_ | | Memo | Text (optional) | Record notes about this mileage record | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-mileage-records](https://help.brisksystems.us/books/brisk-documentation/page/accounting-mileage-records) - **Create View** — [accounting-mileage-records-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-mileage-records-create) - **Update View** — [accounting-mileage-records-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-mileage-records-id-update) --- ## Advanced Notes _TODO_ # accounting-mileage-records # Mileage Records – List View **Module:** Accounting **Screen Type:** List View **URL:** `/^accounting/mileage-records/` **Model:** MileageRecord **Record Name:** Mileage Record **Plural Name:** Mileage Records --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Beginning Miles | Number (decimal) | _TODO_ | | Ending Miles | Number (decimal) | _TODO_ | | Expense Date | Date | _TODO_ | | Vehicle | Relationship (single) | _TODO_ | | Memo | Text (optional) | Record notes about this mileage record | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [accounting-mileage-records-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-mileage-records-create) - **Detail View** — [accounting-mileage-records-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-mileage-records-id) - **Update View** — [accounting-mileage-records-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-mileage-records-id-update) --- ## Advanced Notes _TODO_ # accounting-months-create # Month – Create View **Module:** Accounting **Screen Type:** Create View **URL:** `/^accounting/months/create/` **Model:** Month **Record Name:** Month **Plural Name:** Months --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Parent | Relationship (single) | _TODO_ | | Quarter | Relationship (single) (optional) | _TODO_ | | Opening Date | Date & time | _TODO_ | | Closing Date | Date & time (optional) | _TODO_ | | Locked | Yes/No | _TODO_ | | Finance Charges Levied | Yes/No | _TODO_ | | Memo | Long text | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-months](https://help.brisksystems.us/books/brisk-documentation/page/accounting-months) - **Detail View** — [accounting-months-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-months-id) - **Update View** — [accounting-months-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-months-id-update) --- ## Advanced Notes _TODO_ # accounting-months-id-update # Month – Update View **Module:** Accounting **Screen Type:** Update View **URL:** `/^accounting/months//update/` **Model:** Month **Record Name:** Month **Plural Name:** Months --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Parent | Relationship (single) | _TODO_ | | Quarter | Relationship (single) (optional) | _TODO_ | | Opening Date | Date & time | _TODO_ | | Closing Date | Date & time (optional) | _TODO_ | | Locked | Yes/No | _TODO_ | | Finance Charges Levied | Yes/No | _TODO_ | | Memo | Long text | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-months](https://help.brisksystems.us/books/brisk-documentation/page/accounting-months) - **Create View** — [accounting-months-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-months-create) - **Detail View** — [accounting-months-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-months-id) --- ## Advanced Notes _TODO_ # accounting-months-id # Month – Detail View **Module:** Accounting **Screen Type:** Detail View **URL:** `/^accounting/months//` **Model:** Month **Record Name:** Month **Plural Name:** Months --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Parent | Relationship (single) | _TODO_ | | Quarter | Relationship (single) (optional) | _TODO_ | | Opening Date | Date & time | _TODO_ | | Closing Date | Date & time (optional) | _TODO_ | | Locked | Yes/No | _TODO_ | | Finance Charges Levied | Yes/No | _TODO_ | | Memo | Long text | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-months](https://help.brisksystems.us/books/brisk-documentation/page/accounting-months) - **Create View** — [accounting-months-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-months-create) - **Update View** — [accounting-months-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-months-id-update) --- ## Advanced Notes _TODO_ # accounting-months # Months – List View **Module:** Accounting **Screen Type:** List View **URL:** `/^accounting/months/` **Model:** Month **Record Name:** Month **Plural Name:** Months --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Parent | Relationship (single) | _TODO_ | | Quarter | Relationship (single) (optional) | _TODO_ | | Opening Date | Date & time | _TODO_ | | Closing Date | Date & time (optional) | _TODO_ | | Locked | Yes/No | _TODO_ | | Finance Charges Levied | Yes/No | _TODO_ | | Memo | Long text | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [accounting-months-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-months-create) - **Detail View** — [accounting-months-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-months-id) - **Update View** — [accounting-months-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-months-id-update) --- ## Advanced Notes _TODO_ # accounting-payable-transactions-id-update # Transaction – Update View **Module:** Accounting **Screen Type:** Update View **URL:** `/^accounting/payable-transactions//update/` **Model:** Transaction **Record Name:** Transaction **Plural Name:** Transactions --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Date Created | Date & time (optional) | _TODO_ | | Account | Relationship (single) | _TODO_ | | Amount Currency | Text (choice) | _TODO_ | | Amount | Number (decimal) | _TODO_ | | Memo | Long text | _TODO_ | | Journal Entry | Relationship (single) (optional) | _TODO_ | | Parent Sale | Relationship (single) (optional) | _TODO_ | | Parent Return | Relationship (single) (optional) | _TODO_ | | Parent Purchase | Relationship (single) (optional) | _TODO_ | | Parent Mfg Instance | Relationship (single) (optional) | _TODO_ | | Parent Journal Entry | Relationship (single) (optional) | _TODO_ | | Parent Inv Adjustment | Relationship (single) (optional) | _TODO_ | | Parent Payment | Relationship (single) (optional) | _TODO_ | | Parent Commission Payment | Relationship (single) (optional) | _TODO_ | | Parent Invoice | Relationship (single) (optional) | _TODO_ | | Parent Customer Credit | Relationship (single) (optional) | _TODO_ | | Parent Inventory Receipt | Relationship (single) (optional) | _TODO_ | | Parent Credit Memo | Relationship (single) (optional) | _TODO_ | | Parent Payout | Relationship (single) (optional) | _TODO_ | | Parent Credit Card Charge | Relationship (single) (optional) | _TODO_ | | Parent Deposit | Relationship (single) (optional) | _TODO_ | | Parent Reconciliation | Relationship (single) (optional) | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-transactions](https://help.brisksystems.us/books/brisk-documentation/page/accounting-transactions) - **Detail View** — [accounting-transactions-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-transactions-id) - **Create View** — [accounting-transactions-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-transactions-create) - **Update View** — [accounting-transactions-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-transactions-id-update) - **Update View** — [accounting-receivable-transactions-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-receivable-transactions-id-update) --- ## Advanced Notes _TODO_ # accounting-payables # Vendor Invoices – List View **Module:** Accounting **Screen Type:** List View **URL:** `/^accounting/payables/` **Model:** VendorInvoice **Record Name:** Vendor Invoice **Plural Name:** Vendor Invoices --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Vendor | Relationship (single) | Please select the vendor for this invoice | | Invoice # | Text | The invoice number provided by the vendor | | Date Created | Date & time (optional) | The date and time that this invoice was entered into the Brisk system | | Invoice Date | Date (optional) | Date that the vendor generated the invoice | | Payment Terms | Relationship (single) (optional) | _TODO_ | | Due Date | Date (optional) | Deadline date to pay this invoice, based on the payment terms | | Memo | Long text (optional) | _TODO_ | | Paid | Yes/No | _TODO_ | | Posted | Yes/No | _TODO_ | | Edit Locked | Yes/No | _TODO_ | | Subtotal Currency | Text (choice) (optional) | _TODO_ | | Subtotal | Number (decimal) (optional) | _TODO_ | | Discount Currency | Text (choice) (optional) | _TODO_ | | Discount | Number (decimal) (optional) | _TODO_ | | Amount Currency | Text (choice) | _TODO_ | | Amount | Number (decimal) | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-vendor-invoices](https://help.brisksystems.us/books/brisk-documentation/page/accounting-vendor-invoices) - **Create View** — [accounting-vendor-invoices-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-vendor-invoices-create) - **Detail View** — [accounting-vendor-invoices-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-vendor-invoices-id) - **Update View** — [accounting-vendor-invoices-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-vendor-invoices-id-update) --- ## Advanced Notes _TODO_ # accounting-payment-terms-create # Payment Terms – Create View **Module:** Accounting **Screen Type:** Create View **URL:** `/^accounting/payment-terms/create/` **Model:** PaymentTerms **Record Name:** Payment Terms **Plural Name:** Payment Terms --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | Use this field to identify this set of payment terms throughout Brisk. | | Length | Number (integer) | This field sets the number of days a transaction can be unpaid before being considered past due. | | Late Fee % | Number (decimal) (optional) | Use this field to define the monthly finance charge for past due transactions. | | Discount Days | Number (integer) (optional) | If transactions are paid within this many days of the statement date, they will be discounted. | | Discount % | Number (decimal) (optional) | Use this field to define the percent taken off if the transaction is paid within the discount period. | | Aging Option | Text (choice) | Determines whether A/R aging begins when the transaction is completed or when the statement is sent at the end of the month | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-payment-terms](https://help.brisksystems.us/books/brisk-documentation/page/accounting-payment-terms) - **Detail View** — [accounting-payment-terms-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-payment-terms-id) - **Update View** — [accounting-payment-terms-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-payment-terms-id-update) --- ## Advanced Notes _TODO_ # accounting-payment-terms-id-update # Payment Terms – Update View **Module:** Accounting **Screen Type:** Update View **URL:** `/^accounting/payment-terms//update/` **Model:** PaymentTerms **Record Name:** Payment Terms **Plural Name:** Payment Terms --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | Use this field to identify this set of payment terms throughout Brisk. | | Length | Number (integer) | This field sets the number of days a transaction can be unpaid before being considered past due. | | Late Fee % | Number (decimal) (optional) | Use this field to define the monthly finance charge for past due transactions. | | Discount Days | Number (integer) (optional) | If transactions are paid within this many days of the statement date, they will be discounted. | | Discount % | Number (decimal) (optional) | Use this field to define the percent taken off if the transaction is paid within the discount period. | | Aging Option | Text (choice) | Determines whether A/R aging begins when the transaction is completed or when the statement is sent at the end of the month | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-payment-terms](https://help.brisksystems.us/books/brisk-documentation/page/accounting-payment-terms) - **Create View** — [accounting-payment-terms-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-payment-terms-create) - **Detail View** — [accounting-payment-terms-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-payment-terms-id) --- ## Advanced Notes _TODO_ # accounting-payment-terms-id # Payment Terms – Detail View **Module:** Accounting **Screen Type:** Detail View **URL:** `/^accounting/payment-terms//` **Model:** PaymentTerms **Record Name:** Payment Terms **Plural Name:** Payment Terms --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | Use this field to identify this set of payment terms throughout Brisk. | | Length | Number (integer) | This field sets the number of days a transaction can be unpaid before being considered past due. | | Late Fee % | Number (decimal) (optional) | Use this field to define the monthly finance charge for past due transactions. | | Discount Days | Number (integer) (optional) | If transactions are paid within this many days of the statement date, they will be discounted. | | Discount % | Number (decimal) (optional) | Use this field to define the percent taken off if the transaction is paid within the discount period. | | Aging Option | Text (choice) | Determines whether A/R aging begins when the transaction is completed or when the statement is sent at the end of the month | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-payment-terms](https://help.brisksystems.us/books/brisk-documentation/page/accounting-payment-terms) - **Create View** — [accounting-payment-terms-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-payment-terms-create) - **Update View** — [accounting-payment-terms-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-payment-terms-id-update) --- ## Advanced Notes _TODO_ # accounting-payment-terms # Payment Terms – List View **Module:** Accounting **Screen Type:** List View **URL:** `/^accounting/payment-terms/` **Model:** PaymentTerms **Record Name:** Payment Terms **Plural Name:** Payment Terms --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | Use this field to identify this set of payment terms throughout Brisk. | | Length | Number (integer) | This field sets the number of days a transaction can be unpaid before being considered past due. | | Late Fee % | Number (decimal) (optional) | Use this field to define the monthly finance charge for past due transactions. | | Discount Days | Number (integer) (optional) | If transactions are paid within this many days of the statement date, they will be discounted. | | Discount % | Number (decimal) (optional) | Use this field to define the percent taken off if the transaction is paid within the discount period. | | Aging Option | Text (choice) | Determines whether A/R aging begins when the transaction is completed or when the statement is sent at the end of the month | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [accounting-payment-terms-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-payment-terms-create) - **Detail View** — [accounting-payment-terms-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-payment-terms-id) - **Update View** — [accounting-payment-terms-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-payment-terms-id-update) --- ## Advanced Notes _TODO_ # accounting-payments-create # Payment – Create View **Module:** Accounting **Screen Type:** Create View **URL:** `/^accounting/payments/create/` **Model:** Payment **Record Name:** Payment **Plural Name:** Payments --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Date Created | Date & time (optional) | _TODO_ | | Bank Account | Relationship (single) (optional) | _TODO_ | | Vendor | Relationship (single) (optional) | _TODO_ | | Amount Currency | Text (choice) | _TODO_ | | Amount | Number (decimal) | _TODO_ | | Check Date | Date (optional) | _TODO_ | | Check Number | Number (integer) (optional) | _TODO_ | | Payee Override | Text (optional) | _TODO_ | | Memo | Long text (optional) | _TODO_ | | Posted | Yes/No | _TODO_ | | Edit Locked | Yes/No | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-payments](https://help.brisksystems.us/books/brisk-documentation/page/accounting-payments) - **Detail View** — [accounting-payments-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-payments-id) - **Update View** — [accounting-payments-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-payments-id-update) --- ## Advanced Notes _TODO_ # accounting-payments-id-update # Payment – Update View **Module:** Accounting **Screen Type:** Update View **URL:** `/^accounting/payments//update/` **Model:** Payment **Record Name:** Payment **Plural Name:** Payments --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Date Created | Date & time (optional) | _TODO_ | | Bank Account | Relationship (single) (optional) | _TODO_ | | Vendor | Relationship (single) (optional) | _TODO_ | | Amount Currency | Text (choice) | _TODO_ | | Amount | Number (decimal) | _TODO_ | | Check Date | Date (optional) | _TODO_ | | Check Number | Number (integer) (optional) | _TODO_ | | Payee Override | Text (optional) | _TODO_ | | Memo | Long text (optional) | _TODO_ | | Posted | Yes/No | _TODO_ | | Edit Locked | Yes/No | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-payments](https://help.brisksystems.us/books/brisk-documentation/page/accounting-payments) - **Create View** — [accounting-payments-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-payments-create) - **Detail View** — [accounting-payments-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-payments-id) --- ## Advanced Notes _TODO_ # accounting-payments-id # Payment – Detail View **Module:** Accounting **Screen Type:** Detail View **URL:** `/^accounting/payments//` **Model:** Payment **Record Name:** Payment **Plural Name:** Payments --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Date Created | Date & time (optional) | _TODO_ | | Bank Account | Relationship (single) (optional) | _TODO_ | | Vendor | Relationship (single) (optional) | _TODO_ | | Amount Currency | Text (choice) | _TODO_ | | Amount | Number (decimal) | _TODO_ | | Check Date | Date (optional) | _TODO_ | | Check Number | Number (integer) (optional) | _TODO_ | | Payee Override | Text (optional) | _TODO_ | | Memo | Long text (optional) | _TODO_ | | Posted | Yes/No | _TODO_ | | Edit Locked | Yes/No | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-payments](https://help.brisksystems.us/books/brisk-documentation/page/accounting-payments) - **Create View** — [accounting-payments-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-payments-create) - **Update View** — [accounting-payments-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-payments-id-update) --- ## Advanced Notes _TODO_ # accounting-payments # Payments – List View **Module:** Accounting **Screen Type:** List View **URL:** `/^accounting/payments/` **Model:** Payment **Record Name:** Payment **Plural Name:** Payments --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Date Created | Date & time (optional) | _TODO_ | | Bank Account | Relationship (single) (optional) | _TODO_ | | Vendor | Relationship (single) (optional) | _TODO_ | | Amount Currency | Text (choice) | _TODO_ | | Amount | Number (decimal) | _TODO_ | | Check Date | Date (optional) | _TODO_ | | Check Number | Number (integer) (optional) | _TODO_ | | Payee Override | Text (optional) | _TODO_ | | Memo | Long text (optional) | _TODO_ | | Posted | Yes/No | _TODO_ | | Edit Locked | Yes/No | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [accounting-payments-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-payments-create) - **Detail View** — [accounting-payments-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-payments-id) - **Update View** — [accounting-payments-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-payments-id-update) --- ## Advanced Notes _TODO_ # accounting-quarters-create # Quarter – Create View **Module:** Accounting **Screen Type:** Create View **URL:** `/^accounting/quarters/create/` **Model:** Quarter **Record Name:** Quarter **Plural Name:** Quarters --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Parent | Relationship (single) | _TODO_ | | Opening Date | Date & time | _TODO_ | | Closing Date | Date & time (optional) | _TODO_ | | Locked | Yes/No | _TODO_ | | Memo | Long text | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-quarters](https://help.brisksystems.us/books/brisk-documentation/page/accounting-quarters) - **Detail View** — [accounting-quarters-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-quarters-id) - **Update View** — [accounting-quarters-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-quarters-id-update) --- ## Advanced Notes _TODO_ # accounting-quarters-id-update # Quarter – Update View **Module:** Accounting **Screen Type:** Update View **URL:** `/^accounting/quarters//update/` **Model:** Quarter **Record Name:** Quarter **Plural Name:** Quarters --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Parent | Relationship (single) | _TODO_ | | Opening Date | Date & time | _TODO_ | | Closing Date | Date & time (optional) | _TODO_ | | Locked | Yes/No | _TODO_ | | Memo | Long text | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-quarters](https://help.brisksystems.us/books/brisk-documentation/page/accounting-quarters) - **Create View** — [accounting-quarters-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-quarters-create) - **Detail View** — [accounting-quarters-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-quarters-id) --- ## Advanced Notes _TODO_ # accounting-quarters-id # Quarter – Detail View **Module:** Accounting **Screen Type:** Detail View **URL:** `/^accounting/quarters//` **Model:** Quarter **Record Name:** Quarter **Plural Name:** Quarters --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Parent | Relationship (single) | _TODO_ | | Opening Date | Date & time | _TODO_ | | Closing Date | Date & time (optional) | _TODO_ | | Locked | Yes/No | _TODO_ | | Memo | Long text | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-quarters](https://help.brisksystems.us/books/brisk-documentation/page/accounting-quarters) - **Create View** — [accounting-quarters-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-quarters-create) - **Update View** — [accounting-quarters-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-quarters-id-update) --- ## Advanced Notes _TODO_ # accounting-quarters # Quarters – List View **Module:** Accounting **Screen Type:** List View **URL:** `/^accounting/quarters/` **Model:** Quarter **Record Name:** Quarter **Plural Name:** Quarters --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Parent | Relationship (single) | _TODO_ | | Opening Date | Date & time | _TODO_ | | Closing Date | Date & time (optional) | _TODO_ | | Locked | Yes/No | _TODO_ | | Memo | Long text | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [accounting-quarters-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-quarters-create) - **Detail View** — [accounting-quarters-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-quarters-id) - **Update View** — [accounting-quarters-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-quarters-id-update) --- ## Advanced Notes _TODO_ # accounting-receivable-transactions-id-update # Transaction – Update View **Module:** Accounting **Screen Type:** Update View **URL:** `/^accounting/receivable-transactions//update/` **Model:** Transaction **Record Name:** Transaction **Plural Name:** Transactions --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Date Created | Date & time (optional) | _TODO_ | | Account | Relationship (single) | _TODO_ | | Amount Currency | Text (choice) | _TODO_ | | Amount | Number (decimal) | _TODO_ | | Memo | Long text | _TODO_ | | Journal Entry | Relationship (single) (optional) | _TODO_ | | Parent Sale | Relationship (single) (optional) | _TODO_ | | Parent Return | Relationship (single) (optional) | _TODO_ | | Parent Purchase | Relationship (single) (optional) | _TODO_ | | Parent Mfg Instance | Relationship (single) (optional) | _TODO_ | | Parent Journal Entry | Relationship (single) (optional) | _TODO_ | | Parent Inv Adjustment | Relationship (single) (optional) | _TODO_ | | Parent Payment | Relationship (single) (optional) | _TODO_ | | Parent Commission Payment | Relationship (single) (optional) | _TODO_ | | Parent Invoice | Relationship (single) (optional) | _TODO_ | | Parent Customer Credit | Relationship (single) (optional) | _TODO_ | | Parent Inventory Receipt | Relationship (single) (optional) | _TODO_ | | Parent Credit Memo | Relationship (single) (optional) | _TODO_ | | Parent Payout | Relationship (single) (optional) | _TODO_ | | Parent Credit Card Charge | Relationship (single) (optional) | _TODO_ | | Parent Deposit | Relationship (single) (optional) | _TODO_ | | Parent Reconciliation | Relationship (single) (optional) | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-transactions](https://help.brisksystems.us/books/brisk-documentation/page/accounting-transactions) - **Detail View** — [accounting-transactions-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-transactions-id) - **Create View** — [accounting-transactions-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-transactions-create) - **Update View** — [accounting-transactions-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-transactions-id-update) - **Update View** — [accounting-payable-transactions-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-payable-transactions-id-update) --- ## Advanced Notes _TODO_ # accounting-reconciliations-create # Reconciliation – Create View **Module:** Accounting **Screen Type:** Create View **URL:** `/^accounting/reconciliations/create/` **Model:** Reconciliation **Record Name:** Reconciliation **Plural Name:** Reconciliations --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Account | Relationship (single) | _TODO_ | | Statement Date | Date | _TODO_ | | Endingbalance Currency | Text (choice) (optional) | _TODO_ | | Ending Balance | Number (decimal) (optional) | _TODO_ | | Processed | Yes/No | System flag that is set to true once this reconciliation has been completed | | Servicecharge Currency | Text (choice) (optional) | _TODO_ | | Service Charge | Number (decimal) (optional) | The total amount of any service charges on this statement | | Service Charge Date | Date (optional) | Record the date that the service charge was levied by the bank | | Service Charge Account | Relationship (single) (optional) | Set the account that the balancing transaction for the service charges will post to | | Interest Currency | Text (choice) (optional) | _TODO_ | | Interest | Number (decimal) (optional) | The total amount of interest earned on this statement | | Interest Date | Date (optional) | Record the date that the interest was deposited by the bank | | Interest Account | Relationship (single) (optional) | Set the account that the balancing transaction for the interest earned will post to | | Difference Currency | Text (choice) (optional) | _TODO_ | | Difference | Number (decimal) (optional) | Hidden field that saves the difference | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-reconciliations](https://help.brisksystems.us/books/brisk-documentation/page/accounting-reconciliations) - **Update View** — [accounting-reconciliations-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-reconciliations-id) - **Update View** — [accounting-reconciliations-creditcard-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-reconciliations-creditcard-id) - **Detail View** — [accounting-reconciliations-id-review](https://help.brisksystems.us/books/brisk-documentation/page/accounting-reconciliations-id-review) --- ## Advanced Notes _TODO_ # accounting-reconciliations-creditcard-id # Reconciliation – Update View **Module:** Accounting **Screen Type:** Update View **URL:** `/^accounting/reconciliations-creditcard//` **Model:** Reconciliation **Record Name:** Reconciliation **Plural Name:** Reconciliations --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Account | Relationship (single) | _TODO_ | | Statement Date | Date | _TODO_ | | Endingbalance Currency | Text (choice) (optional) | _TODO_ | | Ending Balance | Number (decimal) (optional) | _TODO_ | | Processed | Yes/No | System flag that is set to true once this reconciliation has been completed | | Servicecharge Currency | Text (choice) (optional) | _TODO_ | | Service Charge | Number (decimal) (optional) | The total amount of any service charges on this statement | | Service Charge Date | Date (optional) | Record the date that the service charge was levied by the bank | | Service Charge Account | Relationship (single) (optional) | Set the account that the balancing transaction for the service charges will post to | | Interest Currency | Text (choice) (optional) | _TODO_ | | Interest | Number (decimal) (optional) | The total amount of interest earned on this statement | | Interest Date | Date (optional) | Record the date that the interest was deposited by the bank | | Interest Account | Relationship (single) (optional) | Set the account that the balancing transaction for the interest earned will post to | | Difference Currency | Text (choice) (optional) | _TODO_ | | Difference | Number (decimal) (optional) | Hidden field that saves the difference | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-reconciliations](https://help.brisksystems.us/books/brisk-documentation/page/accounting-reconciliations) - **Create View** — [accounting-reconciliations-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-reconciliations-create) - **Update View** — [accounting-reconciliations-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-reconciliations-id) - **Detail View** — [accounting-reconciliations-id-review](https://help.brisksystems.us/books/brisk-documentation/page/accounting-reconciliations-id-review) --- ## Advanced Notes _TODO_ # accounting-reconciliations-id-review # Reconciliation – Detail View **Module:** Accounting **Screen Type:** Detail View **URL:** `/^accounting/reconciliations//review` **Model:** Reconciliation **Record Name:** Reconciliation **Plural Name:** Reconciliations --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Account | Relationship (single) | _TODO_ | | Statement Date | Date | _TODO_ | | Endingbalance Currency | Text (choice) (optional) | _TODO_ | | Ending Balance | Number (decimal) (optional) | _TODO_ | | Processed | Yes/No | System flag that is set to true once this reconciliation has been completed | | Servicecharge Currency | Text (choice) (optional) | _TODO_ | | Service Charge | Number (decimal) (optional) | The total amount of any service charges on this statement | | Service Charge Date | Date (optional) | Record the date that the service charge was levied by the bank | | Service Charge Account | Relationship (single) (optional) | Set the account that the balancing transaction for the service charges will post to | | Interest Currency | Text (choice) (optional) | _TODO_ | | Interest | Number (decimal) (optional) | The total amount of interest earned on this statement | | Interest Date | Date (optional) | Record the date that the interest was deposited by the bank | | Interest Account | Relationship (single) (optional) | Set the account that the balancing transaction for the interest earned will post to | | Difference Currency | Text (choice) (optional) | _TODO_ | | Difference | Number (decimal) (optional) | Hidden field that saves the difference | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-reconciliations](https://help.brisksystems.us/books/brisk-documentation/page/accounting-reconciliations) - **Create View** — [accounting-reconciliations-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-reconciliations-create) - **Update View** — [accounting-reconciliations-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-reconciliations-id) - **Update View** — [accounting-reconciliations-creditcard-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-reconciliations-creditcard-id) --- ## Advanced Notes _TODO_ # accounting-reconciliations-id # Reconciliation – Update View **Module:** Accounting **Screen Type:** Update View **URL:** `/^accounting/reconciliations//` **Model:** Reconciliation **Record Name:** Reconciliation **Plural Name:** Reconciliations --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Account | Relationship (single) | _TODO_ | | Statement Date | Date | _TODO_ | | Endingbalance Currency | Text (choice) (optional) | _TODO_ | | Ending Balance | Number (decimal) (optional) | _TODO_ | | Processed | Yes/No | System flag that is set to true once this reconciliation has been completed | | Servicecharge Currency | Text (choice) (optional) | _TODO_ | | Service Charge | Number (decimal) (optional) | The total amount of any service charges on this statement | | Service Charge Date | Date (optional) | Record the date that the service charge was levied by the bank | | Service Charge Account | Relationship (single) (optional) | Set the account that the balancing transaction for the service charges will post to | | Interest Currency | Text (choice) (optional) | _TODO_ | | Interest | Number (decimal) (optional) | The total amount of interest earned on this statement | | Interest Date | Date (optional) | Record the date that the interest was deposited by the bank | | Interest Account | Relationship (single) (optional) | Set the account that the balancing transaction for the interest earned will post to | | Difference Currency | Text (choice) (optional) | _TODO_ | | Difference | Number (decimal) (optional) | Hidden field that saves the difference | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-reconciliations](https://help.brisksystems.us/books/brisk-documentation/page/accounting-reconciliations) - **Create View** — [accounting-reconciliations-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-reconciliations-create) - **Update View** — [accounting-reconciliations-creditcard-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-reconciliations-creditcard-id) - **Detail View** — [accounting-reconciliations-id-review](https://help.brisksystems.us/books/brisk-documentation/page/accounting-reconciliations-id-review) --- ## Advanced Notes _TODO_ # accounting-reconciliations # Reconciliations – List View **Module:** Accounting **Screen Type:** List View **URL:** `/^accounting/reconciliations/` **Model:** Reconciliation **Record Name:** Reconciliation **Plural Name:** Reconciliations --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Account | Relationship (single) | _TODO_ | | Statement Date | Date | _TODO_ | | Endingbalance Currency | Text (choice) (optional) | _TODO_ | | Ending Balance | Number (decimal) (optional) | _TODO_ | | Processed | Yes/No | System flag that is set to true once this reconciliation has been completed | | Servicecharge Currency | Text (choice) (optional) | _TODO_ | | Service Charge | Number (decimal) (optional) | The total amount of any service charges on this statement | | Service Charge Date | Date (optional) | Record the date that the service charge was levied by the bank | | Service Charge Account | Relationship (single) (optional) | Set the account that the balancing transaction for the service charges will post to | | Interest Currency | Text (choice) (optional) | _TODO_ | | Interest | Number (decimal) (optional) | The total amount of interest earned on this statement | | Interest Date | Date (optional) | Record the date that the interest was deposited by the bank | | Interest Account | Relationship (single) (optional) | Set the account that the balancing transaction for the interest earned will post to | | Difference Currency | Text (choice) (optional) | _TODO_ | | Difference | Number (decimal) (optional) | Hidden field that saves the difference | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [accounting-reconciliations-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-reconciliations-create) - **Update View** — [accounting-reconciliations-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-reconciliations-id) - **Update View** — [accounting-reconciliations-creditcard-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-reconciliations-creditcard-id) - **Detail View** — [accounting-reconciliations-id-review](https://help.brisksystems.us/books/brisk-documentation/page/accounting-reconciliations-id-review) --- ## Advanced Notes _TODO_ # accounting-taxes-create # Tax – Create View **Module:** Accounting **Screen Type:** Create View **URL:** `/^accounting/taxes/create/` **Model:** Tax **Record Name:** Tax **Plural Name:** Taxes --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | Set an easily understandable name for this tax | | Percent | Number (decimal) | Use this field to set the tax rate. For example, if you need to collect a 6 percent sales tax, this field should be set to 6.0. | | Liability Account | Relationship (single) (optional) | Sets the GL account that tracks sales tax transactions | | Payee | Relationship (single) (optional) | For taxes with rates above 0, create a vendor in the system for the tax authority. This allows Brisk to keep track of your tax liabilities. | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-taxes](https://help.brisksystems.us/books/brisk-documentation/page/accounting-taxes) - **Detail View** — [accounting-taxes-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-taxes-id) - **Update View** — [accounting-taxes-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-taxes-id-update) --- ## Advanced Notes _TODO_ # accounting-taxes-id-update # Tax – Update View **Module:** Accounting **Screen Type:** Update View **URL:** `/^accounting/taxes//update/` **Model:** Tax **Record Name:** Tax **Plural Name:** Taxes --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | Set an easily understandable name for this tax | | Percent | Number (decimal) | Use this field to set the tax rate. For example, if you need to collect a 6 percent sales tax, this field should be set to 6.0. | | Liability Account | Relationship (single) (optional) | Sets the GL account that tracks sales tax transactions | | Payee | Relationship (single) (optional) | For taxes with rates above 0, create a vendor in the system for the tax authority. This allows Brisk to keep track of your tax liabilities. | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-taxes](https://help.brisksystems.us/books/brisk-documentation/page/accounting-taxes) - **Create View** — [accounting-taxes-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-taxes-create) - **Detail View** — [accounting-taxes-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-taxes-id) --- ## Advanced Notes _TODO_ # accounting-taxes-id # Tax – Detail View **Module:** Accounting **Screen Type:** Detail View **URL:** `/^accounting/taxes//` **Model:** Tax **Record Name:** Tax **Plural Name:** Taxes --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | Set an easily understandable name for this tax | | Percent | Number (decimal) | Use this field to set the tax rate. For example, if you need to collect a 6 percent sales tax, this field should be set to 6.0. | | Liability Account | Relationship (single) (optional) | Sets the GL account that tracks sales tax transactions | | Payee | Relationship (single) (optional) | For taxes with rates above 0, create a vendor in the system for the tax authority. This allows Brisk to keep track of your tax liabilities. | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-taxes](https://help.brisksystems.us/books/brisk-documentation/page/accounting-taxes) - **Create View** — [accounting-taxes-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-taxes-create) - **Update View** — [accounting-taxes-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-taxes-id-update) --- ## Advanced Notes _TODO_ # accounting-taxes # Taxes – List View **Module:** Accounting **Screen Type:** List View **URL:** `/^accounting/taxes/` **Model:** Tax **Record Name:** Tax **Plural Name:** Taxes --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | Set an easily understandable name for this tax | | Percent | Number (decimal) | Use this field to set the tax rate. For example, if you need to collect a 6 percent sales tax, this field should be set to 6.0. | | Liability Account | Relationship (single) (optional) | Sets the GL account that tracks sales tax transactions | | Payee | Relationship (single) (optional) | For taxes with rates above 0, create a vendor in the system for the tax authority. This allows Brisk to keep track of your tax liabilities. | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [accounting-taxes-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-taxes-create) - **Detail View** — [accounting-taxes-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-taxes-id) - **Update View** — [accounting-taxes-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-taxes-id-update) --- ## Advanced Notes _TODO_ # accounting-transactions-create # Transaction – Create View **Module:** Accounting **Screen Type:** Create View **URL:** `/^accounting/transactions/create/` **Model:** Transaction **Record Name:** Transaction **Plural Name:** Transactions --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Date Created | Date & time (optional) | _TODO_ | | Account | Relationship (single) | _TODO_ | | Amount Currency | Text (choice) | _TODO_ | | Amount | Number (decimal) | _TODO_ | | Memo | Long text | _TODO_ | | Journal Entry | Relationship (single) (optional) | _TODO_ | | Parent Sale | Relationship (single) (optional) | _TODO_ | | Parent Return | Relationship (single) (optional) | _TODO_ | | Parent Purchase | Relationship (single) (optional) | _TODO_ | | Parent Mfg Instance | Relationship (single) (optional) | _TODO_ | | Parent Journal Entry | Relationship (single) (optional) | _TODO_ | | Parent Inv Adjustment | Relationship (single) (optional) | _TODO_ | | Parent Payment | Relationship (single) (optional) | _TODO_ | | Parent Commission Payment | Relationship (single) (optional) | _TODO_ | | Parent Invoice | Relationship (single) (optional) | _TODO_ | | Parent Customer Credit | Relationship (single) (optional) | _TODO_ | | Parent Inventory Receipt | Relationship (single) (optional) | _TODO_ | | Parent Credit Memo | Relationship (single) (optional) | _TODO_ | | Parent Payout | Relationship (single) (optional) | _TODO_ | | Parent Credit Card Charge | Relationship (single) (optional) | _TODO_ | | Parent Deposit | Relationship (single) (optional) | _TODO_ | | Parent Reconciliation | Relationship (single) (optional) | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-transactions](https://help.brisksystems.us/books/brisk-documentation/page/accounting-transactions) - **Detail View** — [accounting-transactions-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-transactions-id) - **Update View** — [accounting-transactions-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-transactions-id-update) - **Update View** — [accounting-receivable-transactions-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-receivable-transactions-id-update) - **Update View** — [accounting-payable-transactions-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-payable-transactions-id-update) --- ## Advanced Notes _TODO_ # accounting-transactions-id-update # Transaction – Update View **Module:** Accounting **Screen Type:** Update View **URL:** `/^accounting/transactions//update/` **Model:** Transaction **Record Name:** Transaction **Plural Name:** Transactions --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Date Created | Date & time (optional) | _TODO_ | | Account | Relationship (single) | _TODO_ | | Amount Currency | Text (choice) | _TODO_ | | Amount | Number (decimal) | _TODO_ | | Memo | Long text | _TODO_ | | Journal Entry | Relationship (single) (optional) | _TODO_ | | Parent Sale | Relationship (single) (optional) | _TODO_ | | Parent Return | Relationship (single) (optional) | _TODO_ | | Parent Purchase | Relationship (single) (optional) | _TODO_ | | Parent Mfg Instance | Relationship (single) (optional) | _TODO_ | | Parent Journal Entry | Relationship (single) (optional) | _TODO_ | | Parent Inv Adjustment | Relationship (single) (optional) | _TODO_ | | Parent Payment | Relationship (single) (optional) | _TODO_ | | Parent Commission Payment | Relationship (single) (optional) | _TODO_ | | Parent Invoice | Relationship (single) (optional) | _TODO_ | | Parent Customer Credit | Relationship (single) (optional) | _TODO_ | | Parent Inventory Receipt | Relationship (single) (optional) | _TODO_ | | Parent Credit Memo | Relationship (single) (optional) | _TODO_ | | Parent Payout | Relationship (single) (optional) | _TODO_ | | Parent Credit Card Charge | Relationship (single) (optional) | _TODO_ | | Parent Deposit | Relationship (single) (optional) | _TODO_ | | Parent Reconciliation | Relationship (single) (optional) | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-transactions](https://help.brisksystems.us/books/brisk-documentation/page/accounting-transactions) - **Detail View** — [accounting-transactions-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-transactions-id) - **Create View** — [accounting-transactions-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-transactions-create) - **Update View** — [accounting-receivable-transactions-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-receivable-transactions-id-update) - **Update View** — [accounting-payable-transactions-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-payable-transactions-id-update) --- ## Advanced Notes _TODO_ # accounting-transactions-id # Transaction – Detail View **Module:** Accounting **Screen Type:** Detail View **URL:** `/^accounting/transactions//` **Model:** Transaction **Record Name:** Transaction **Plural Name:** Transactions --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Date Created | Date & time (optional) | _TODO_ | | Account | Relationship (single) | _TODO_ | | Amount Currency | Text (choice) | _TODO_ | | Amount | Number (decimal) | _TODO_ | | Memo | Long text | _TODO_ | | Journal Entry | Relationship (single) (optional) | _TODO_ | | Parent Sale | Relationship (single) (optional) | _TODO_ | | Parent Return | Relationship (single) (optional) | _TODO_ | | Parent Purchase | Relationship (single) (optional) | _TODO_ | | Parent Mfg Instance | Relationship (single) (optional) | _TODO_ | | Parent Journal Entry | Relationship (single) (optional) | _TODO_ | | Parent Inv Adjustment | Relationship (single) (optional) | _TODO_ | | Parent Payment | Relationship (single) (optional) | _TODO_ | | Parent Commission Payment | Relationship (single) (optional) | _TODO_ | | Parent Invoice | Relationship (single) (optional) | _TODO_ | | Parent Customer Credit | Relationship (single) (optional) | _TODO_ | | Parent Inventory Receipt | Relationship (single) (optional) | _TODO_ | | Parent Credit Memo | Relationship (single) (optional) | _TODO_ | | Parent Payout | Relationship (single) (optional) | _TODO_ | | Parent Credit Card Charge | Relationship (single) (optional) | _TODO_ | | Parent Deposit | Relationship (single) (optional) | _TODO_ | | Parent Reconciliation | Relationship (single) (optional) | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-transactions](https://help.brisksystems.us/books/brisk-documentation/page/accounting-transactions) - **Create View** — [accounting-transactions-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-transactions-create) - **Update View** — [accounting-transactions-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-transactions-id-update) - **Update View** — [accounting-receivable-transactions-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-receivable-transactions-id-update) - **Update View** — [accounting-payable-transactions-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-payable-transactions-id-update) --- ## Advanced Notes _TODO_ # accounting-transactions # Transactions – List View **Module:** Accounting **Screen Type:** List View **URL:** `/^accounting/transactions/` **Model:** Transaction **Record Name:** Transaction **Plural Name:** Transactions --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Date Created | Date & time (optional) | _TODO_ | | Account | Relationship (single) | _TODO_ | | Amount Currency | Text (choice) | _TODO_ | | Amount | Number (decimal) | _TODO_ | | Memo | Long text | _TODO_ | | Journal Entry | Relationship (single) (optional) | _TODO_ | | Parent Sale | Relationship (single) (optional) | _TODO_ | | Parent Return | Relationship (single) (optional) | _TODO_ | | Parent Purchase | Relationship (single) (optional) | _TODO_ | | Parent Mfg Instance | Relationship (single) (optional) | _TODO_ | | Parent Journal Entry | Relationship (single) (optional) | _TODO_ | | Parent Inv Adjustment | Relationship (single) (optional) | _TODO_ | | Parent Payment | Relationship (single) (optional) | _TODO_ | | Parent Commission Payment | Relationship (single) (optional) | _TODO_ | | Parent Invoice | Relationship (single) (optional) | _TODO_ | | Parent Customer Credit | Relationship (single) (optional) | _TODO_ | | Parent Inventory Receipt | Relationship (single) (optional) | _TODO_ | | Parent Credit Memo | Relationship (single) (optional) | _TODO_ | | Parent Payout | Relationship (single) (optional) | _TODO_ | | Parent Credit Card Charge | Relationship (single) (optional) | _TODO_ | | Parent Deposit | Relationship (single) (optional) | _TODO_ | | Parent Reconciliation | Relationship (single) (optional) | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Detail View** — [accounting-transactions-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-transactions-id) - **Create View** — [accounting-transactions-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-transactions-create) - **Update View** — [accounting-transactions-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-transactions-id-update) - **Update View** — [accounting-receivable-transactions-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-receivable-transactions-id-update) - **Update View** — [accounting-payable-transactions-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-payable-transactions-id-update) --- ## Advanced Notes _TODO_ # accounting-vehicles-create # Vehicle – Create View **Module:** Accounting **Screen Type:** Create View **URL:** `/^accounting/vehicles/create/` **Model:** Vehicle **Record Name:** Vehicle **Plural Name:** Vehicles --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | Set the name of this vehicle | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-vehicles](https://help.brisksystems.us/books/brisk-documentation/page/accounting-vehicles) - **Detail View** — [accounting-vehicles-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-vehicles-id) - **Update View** — [accounting-vehicles-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-vehicles-id-update) --- ## Advanced Notes _TODO_ # accounting-vehicles-id-update # Vehicle – Update View **Module:** Accounting **Screen Type:** Update View **URL:** `/^accounting/vehicles//update/` **Model:** Vehicle **Record Name:** Vehicle **Plural Name:** Vehicles --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | Set the name of this vehicle | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-vehicles](https://help.brisksystems.us/books/brisk-documentation/page/accounting-vehicles) - **Create View** — [accounting-vehicles-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-vehicles-create) - **Detail View** — [accounting-vehicles-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-vehicles-id) --- ## Advanced Notes _TODO_ # accounting-vehicles-id # Vehicle – Detail View **Module:** Accounting **Screen Type:** Detail View **URL:** `/^accounting/vehicles//` **Model:** Vehicle **Record Name:** Vehicle **Plural Name:** Vehicles --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | Set the name of this vehicle | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-vehicles](https://help.brisksystems.us/books/brisk-documentation/page/accounting-vehicles) - **Create View** — [accounting-vehicles-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-vehicles-create) - **Update View** — [accounting-vehicles-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-vehicles-id-update) --- ## Advanced Notes _TODO_ # accounting-vehicles # Vehicles – List View **Module:** Accounting **Screen Type:** List View **URL:** `/^accounting/vehicles/` **Model:** Vehicle **Record Name:** Vehicle **Plural Name:** Vehicles --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | Set the name of this vehicle | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [accounting-vehicles-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-vehicles-create) - **Detail View** — [accounting-vehicles-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-vehicles-id) - **Update View** — [accounting-vehicles-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-vehicles-id-update) --- ## Advanced Notes _TODO_ # accounting-vendor-invoices-create # Vendor Invoice – Create View **Module:** Accounting **Screen Type:** Create View **URL:** `/^accounting/vendor-invoices/create/` **Model:** VendorInvoice **Record Name:** Vendor Invoice **Plural Name:** Vendor Invoices --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Vendor | Relationship (single) | Please select the vendor for this invoice | | Invoice # | Text | The invoice number provided by the vendor | | Date Created | Date & time (optional) | The date and time that this invoice was entered into the Brisk system | | Invoice Date | Date (optional) | Date that the vendor generated the invoice | | Payment Terms | Relationship (single) (optional) | _TODO_ | | Due Date | Date (optional) | Deadline date to pay this invoice, based on the payment terms | | Memo | Long text (optional) | _TODO_ | | Paid | Yes/No | _TODO_ | | Posted | Yes/No | _TODO_ | | Edit Locked | Yes/No | _TODO_ | | Subtotal Currency | Text (choice) (optional) | _TODO_ | | Subtotal | Number (decimal) (optional) | _TODO_ | | Discount Currency | Text (choice) (optional) | _TODO_ | | Discount | Number (decimal) (optional) | _TODO_ | | Amount Currency | Text (choice) | _TODO_ | | Amount | Number (decimal) | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-vendor-invoices](https://help.brisksystems.us/books/brisk-documentation/page/accounting-vendor-invoices) - **Detail View** — [accounting-vendor-invoices-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-vendor-invoices-id) - **Update View** — [accounting-vendor-invoices-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-vendor-invoices-id-update) - **List View** — [accounting-payables](https://help.brisksystems.us/books/brisk-documentation/page/accounting-payables) --- ## Advanced Notes _TODO_ # accounting-vendor-invoices-id-update # Vendor Invoice – Update View **Module:** Accounting **Screen Type:** Update View **URL:** `/^accounting/vendor-invoices//update/` **Model:** VendorInvoice **Record Name:** Vendor Invoice **Plural Name:** Vendor Invoices --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Vendor | Relationship (single) | Please select the vendor for this invoice | | Invoice # | Text | The invoice number provided by the vendor | | Date Created | Date & time (optional) | The date and time that this invoice was entered into the Brisk system | | Invoice Date | Date (optional) | Date that the vendor generated the invoice | | Payment Terms | Relationship (single) (optional) | _TODO_ | | Due Date | Date (optional) | Deadline date to pay this invoice, based on the payment terms | | Memo | Long text (optional) | _TODO_ | | Paid | Yes/No | _TODO_ | | Posted | Yes/No | _TODO_ | | Edit Locked | Yes/No | _TODO_ | | Subtotal Currency | Text (choice) (optional) | _TODO_ | | Subtotal | Number (decimal) (optional) | _TODO_ | | Discount Currency | Text (choice) (optional) | _TODO_ | | Discount | Number (decimal) (optional) | _TODO_ | | Amount Currency | Text (choice) | _TODO_ | | Amount | Number (decimal) | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-vendor-invoices](https://help.brisksystems.us/books/brisk-documentation/page/accounting-vendor-invoices) - **Create View** — [accounting-vendor-invoices-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-vendor-invoices-create) - **Detail View** — [accounting-vendor-invoices-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-vendor-invoices-id) - **List View** — [accounting-payables](https://help.brisksystems.us/books/brisk-documentation/page/accounting-payables) --- ## Advanced Notes _TODO_ # accounting-vendor-invoices-id # Vendor Invoice – Detail View **Module:** Accounting **Screen Type:** Detail View **URL:** `/^accounting/vendor-invoices//` **Model:** VendorInvoice **Record Name:** Vendor Invoice **Plural Name:** Vendor Invoices --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Vendor | Relationship (single) | Please select the vendor for this invoice | | Invoice # | Text | The invoice number provided by the vendor | | Date Created | Date & time (optional) | The date and time that this invoice was entered into the Brisk system | | Invoice Date | Date (optional) | Date that the vendor generated the invoice | | Payment Terms | Relationship (single) (optional) | _TODO_ | | Due Date | Date (optional) | Deadline date to pay this invoice, based on the payment terms | | Memo | Long text (optional) | _TODO_ | | Paid | Yes/No | _TODO_ | | Posted | Yes/No | _TODO_ | | Edit Locked | Yes/No | _TODO_ | | Subtotal Currency | Text (choice) (optional) | _TODO_ | | Subtotal | Number (decimal) (optional) | _TODO_ | | Discount Currency | Text (choice) (optional) | _TODO_ | | Discount | Number (decimal) (optional) | _TODO_ | | Amount Currency | Text (choice) | _TODO_ | | Amount | Number (decimal) | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-vendor-invoices](https://help.brisksystems.us/books/brisk-documentation/page/accounting-vendor-invoices) - **Create View** — [accounting-vendor-invoices-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-vendor-invoices-create) - **Update View** — [accounting-vendor-invoices-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-vendor-invoices-id-update) - **List View** — [accounting-payables](https://help.brisksystems.us/books/brisk-documentation/page/accounting-payables) --- ## Advanced Notes _TODO_ # accounting-vendor-invoices # Vendor Invoices – List View **Module:** Accounting **Screen Type:** List View **URL:** `/^accounting/vendor-invoices/` **Model:** VendorInvoice **Record Name:** Vendor Invoice **Plural Name:** Vendor Invoices --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Vendor | Relationship (single) | Please select the vendor for this invoice | | Invoice # | Text | The invoice number provided by the vendor | | Date Created | Date & time (optional) | The date and time that this invoice was entered into the Brisk system | | Invoice Date | Date (optional) | Date that the vendor generated the invoice | | Payment Terms | Relationship (single) (optional) | _TODO_ | | Due Date | Date (optional) | Deadline date to pay this invoice, based on the payment terms | | Memo | Long text (optional) | _TODO_ | | Paid | Yes/No | _TODO_ | | Posted | Yes/No | _TODO_ | | Edit Locked | Yes/No | _TODO_ | | Subtotal Currency | Text (choice) (optional) | _TODO_ | | Subtotal | Number (decimal) (optional) | _TODO_ | | Discount Currency | Text (choice) (optional) | _TODO_ | | Discount | Number (decimal) (optional) | _TODO_ | | Amount Currency | Text (choice) | _TODO_ | | Amount | Number (decimal) | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [accounting-vendor-invoices-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-vendor-invoices-create) - **Detail View** — [accounting-vendor-invoices-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-vendor-invoices-id) - **Update View** — [accounting-vendor-invoices-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-vendor-invoices-id-update) - **List View** — [accounting-payables](https://help.brisksystems.us/books/brisk-documentation/page/accounting-payables) --- ## Advanced Notes _TODO_ # accounting-work-periods-create # Work Period – Create View **Module:** Accounting **Screen Type:** Create View **URL:** `/^accounting/work-periods/create/` **Model:** WorkPeriod **Record Name:** Work Period **Plural Name:** Work Periods --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Parent | Relationship (single) | _TODO_ | | Opening Date | Date & time | _TODO_ | | Closing Date | Date & time (optional) | _TODO_ | | Locked | Yes/No | _TODO_ | | Memo | Long text | _TODO_ | | Deposits Entered | Yes/No | Indicates whether this work period has had deposits entered or not | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-work-periods](https://help.brisksystems.us/books/brisk-documentation/page/accounting-work-periods) - **Detail View** — [accounting-work-periods-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-work-periods-id) - **Update View** — [accounting-work-periods-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-work-periods-id-update) - **Update View** — [accounting-work-periods-id-deposit](https://help.brisksystems.us/books/brisk-documentation/page/accounting-work-periods-id-deposit) --- ## Advanced Notes _TODO_ # accounting-work-periods-id-deposit # Work Period – Update View **Module:** Accounting **Screen Type:** Update View **URL:** `/^accounting/work-periods//deposit/` **Model:** WorkPeriod **Record Name:** Work Period **Plural Name:** Work Periods --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Parent | Relationship (single) | _TODO_ | | Opening Date | Date & time | _TODO_ | | Closing Date | Date & time (optional) | _TODO_ | | Locked | Yes/No | _TODO_ | | Memo | Long text | _TODO_ | | Deposits Entered | Yes/No | Indicates whether this work period has had deposits entered or not | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-work-periods](https://help.brisksystems.us/books/brisk-documentation/page/accounting-work-periods) - **Create View** — [accounting-work-periods-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-work-periods-create) - **Detail View** — [accounting-work-periods-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-work-periods-id) - **Update View** — [accounting-work-periods-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-work-periods-id-update) --- ## Advanced Notes _TODO_ # accounting-work-periods-id-update # Work Period – Update View **Module:** Accounting **Screen Type:** Update View **URL:** `/^accounting/work-periods//update/` **Model:** WorkPeriod **Record Name:** Work Period **Plural Name:** Work Periods --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Parent | Relationship (single) | _TODO_ | | Opening Date | Date & time | _TODO_ | | Closing Date | Date & time (optional) | _TODO_ | | Locked | Yes/No | _TODO_ | | Memo | Long text | _TODO_ | | Deposits Entered | Yes/No | Indicates whether this work period has had deposits entered or not | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-work-periods](https://help.brisksystems.us/books/brisk-documentation/page/accounting-work-periods) - **Create View** — [accounting-work-periods-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-work-periods-create) - **Detail View** — [accounting-work-periods-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-work-periods-id) - **Update View** — [accounting-work-periods-id-deposit](https://help.brisksystems.us/books/brisk-documentation/page/accounting-work-periods-id-deposit) --- ## Advanced Notes _TODO_ # accounting-work-periods-id # Work Period – Detail View **Module:** Accounting **Screen Type:** Detail View **URL:** `/^accounting/work-periods//` **Model:** WorkPeriod **Record Name:** Work Period **Plural Name:** Work Periods --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Parent | Relationship (single) | _TODO_ | | Opening Date | Date & time | _TODO_ | | Closing Date | Date & time (optional) | _TODO_ | | Locked | Yes/No | _TODO_ | | Memo | Long text | _TODO_ | | Deposits Entered | Yes/No | Indicates whether this work period has had deposits entered or not | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-work-periods](https://help.brisksystems.us/books/brisk-documentation/page/accounting-work-periods) - **Create View** — [accounting-work-periods-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-work-periods-create) - **Update View** — [accounting-work-periods-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-work-periods-id-update) - **Update View** — [accounting-work-periods-id-deposit](https://help.brisksystems.us/books/brisk-documentation/page/accounting-work-periods-id-deposit) --- ## Advanced Notes _TODO_ # accounting-work-periods # Work Periods – List View **Module:** Accounting **Screen Type:** List View **URL:** `/^accounting/work-periods/` **Model:** WorkPeriod **Record Name:** Work Period **Plural Name:** Work Periods --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Parent | Relationship (single) | _TODO_ | | Opening Date | Date & time | _TODO_ | | Closing Date | Date & time (optional) | _TODO_ | | Locked | Yes/No | _TODO_ | | Memo | Long text | _TODO_ | | Deposits Entered | Yes/No | Indicates whether this work period has had deposits entered or not | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [accounting-work-periods-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-work-periods-create) - **Detail View** — [accounting-work-periods-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-work-periods-id) - **Update View** — [accounting-work-periods-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-work-periods-id-update) - **Update View** — [accounting-work-periods-id-deposit](https://help.brisksystems.us/books/brisk-documentation/page/accounting-work-periods-id-deposit) --- ## Advanced Notes _TODO_ # accounting-years-create # Year – Create View **Module:** Accounting **Screen Type:** Create View **URL:** `/^accounting/years/create/` **Model:** Year **Record Name:** Year **Plural Name:** Years --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Opening Date | Date & time | _TODO_ | | Closing Date | Date & time (optional) | _TODO_ | | Locked | Yes/No | _TODO_ | | Memo | Long text | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-years](https://help.brisksystems.us/books/brisk-documentation/page/accounting-years) - **Detail View** — [accounting-years-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-years-id) - **Update View** — [accounting-years-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-years-id-update) --- ## Advanced Notes _TODO_ # accounting-years-id-update # Year – Update View **Module:** Accounting **Screen Type:** Update View **URL:** `/^accounting/years//update/` **Model:** Year **Record Name:** Year **Plural Name:** Years --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Opening Date | Date & time | _TODO_ | | Closing Date | Date & time (optional) | _TODO_ | | Locked | Yes/No | _TODO_ | | Memo | Long text | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-years](https://help.brisksystems.us/books/brisk-documentation/page/accounting-years) - **Create View** — [accounting-years-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-years-create) - **Detail View** — [accounting-years-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-years-id) --- ## Advanced Notes _TODO_ # accounting-years-id # Year – Detail View **Module:** Accounting **Screen Type:** Detail View **URL:** `/^accounting/years//` **Model:** Year **Record Name:** Year **Plural Name:** Years --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Opening Date | Date & time | _TODO_ | | Closing Date | Date & time (optional) | _TODO_ | | Locked | Yes/No | _TODO_ | | Memo | Long text | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [accounting-years](https://help.brisksystems.us/books/brisk-documentation/page/accounting-years) - **Create View** — [accounting-years-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-years-create) - **Update View** — [accounting-years-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-years-id-update) --- ## Advanced Notes _TODO_ # accounting-years # Years – List View **Module:** Accounting **Screen Type:** List View **URL:** `/^accounting/years/` **Model:** Year **Record Name:** Year **Plural Name:** Years --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Opening Date | Date & time | _TODO_ | | Closing Date | Date & time (optional) | _TODO_ | | Locked | Yes/No | _TODO_ | | Memo | Long text | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [accounting-years-create](https://help.brisksystems.us/books/brisk-documentation/page/accounting-years-create) - **Detail View** — [accounting-years-id](https://help.brisksystems.us/books/brisk-documentation/page/accounting-years-id) - **Update View** — [accounting-years-id-update](https://help.brisksystems.us/books/brisk-documentation/page/accounting-years-id-update) --- ## Advanced Notes _TODO_