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Purchase to Pay

Business Workflows Purchasing and Payables

This workflow follows an inventory purchase from an approved order through a partial receipt, ven...

Updated 2 months ago by Brisk

Inmate Trust Account from Intake to Release

Business Workflows Jail Banking and Trust Accounts

Brisk’s current accounting foundation can be configured as a separate secondary ledger for contro...

Updated 2 months ago by Brisk

Business License Application to Renewal

Business Workflows Government Operations

This workflow follows a fictional business-license application through staff review, a charge, pa...

Updated 2 months ago by Brisk

Month-End Close to Financial Review

Business Workflows Accounting and Reporting

This workflow turns daily operating activity into a defensible month cutoff and stable financial ...

Updated 2 months ago by Brisk

Production Plan to Finished Goods

Business Workflows Manufacturing and Agriculture

This workflow follows a planned production run from its blueprint and schedule through batch exec...

Updated 2 months ago by Brisk

Automatic Restock to Replenished Inventory

Business Workflows Purchasing and Payables

This workflow turns maintained warehouse reorder settings into reviewed purchase orders, a partia...

Updated 2 months ago by Brisk

Service Request to Paid Invoice

Business Workflows Service and Dispatch

This workflow follows a reported service problem through the service order, booking, dispatch, te...

Updated 2 months ago by Brisk

Online Order to Fulfillment

Business Workflows Ecommerce and Fulfillment

This workflow follows a customer-facing storefront order into Brisk’s back-office order, payment ...

Updated 2 months ago by Brisk

Customer Account to Collection

Business Workflows Customer Accounts and Payments

This workflow follows an on-account sale from its source transaction through aging, statement rev...

Updated 2 months ago by Brisk

Counter Sale to Reconciled Work Period

Business Workflows Sales and Retail

This workflow follows a counter sale from the cashier’s cart through tender, receipt, inventory r...

Updated 2 months ago by Brisk

Customer Order to Cash

Business Workflows Sales and Retail

This workflow follows a named customer order from entry through fulfillment, payment or receivabl...

Updated 2 months ago by Brisk

Explore Brisk Workflows

Business Workflows

Follow complete Brisk workflows using fictional sample data. These examples show how sales, inven...

Updated 2 months ago by Brisk

Close Accounting Periods

Accounting Guide Period Close

Close Accounting Periods Purpose and when to use this screen Period close establishes operational...

Updated 2 months ago by Brisk

Technician Workspace

Service Guide Tasks and Screens

Technician Workspace Purpose and when to use this screen Technician Workspace is the signed-in te...

Updated 2 months ago by Brisk

Point of Sale

Sales Guide Tasks and Screens

Point of Sale Purpose and when to use this screen Point of Sale is the cashier workspace for sele...

Updated 2 months ago by Brisk

Offline POS Queue

Sales Guide Tasks and Screens

Offline POS Queue Purpose and when to use this screen The Offline POS Queue shows tickets stored ...

Updated 2 months ago by Brisk

Work Period Reports

Reports Guide Tasks and Screens

Work Period Reports Purpose and when to use this screen Work Period Reports provides accounting a...

Updated 2 months ago by Brisk

Municipal License Operations

Municipal Guide Tasks and Screens

Municipal License Operations Purpose and when to use this screen Municipal License Operations gro...

Updated 2 months ago by Brisk

Restock Form

Inventory Guide Tasks and Screens

Restock Form Purpose and when to use this screen Use the Restock Form to turn configured reorder ...

Updated 2 months ago by Brisk

Receivables, Statements, and Finance Charges

Accounting Guide Receivables

Receivables, Statements, and Finance Charges Purpose and when to use this screen These screens tu...

Updated 2 months ago by Brisk