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Net Profit Filings Purpose and when to use this record Record a municipal net-profit return, taxable profit calculation, credits, amount due, and filing status. At a glance Identify it by: License Number, Business Name, and Date Filed. Check its business c...

Payroll Tax Filings Purpose and when to use this record Record employer payroll-tax wages, withholding, adjustments, amount due, and payment status for a filing period. At a glance Identify it by: Occupational License Number, Business Name, Date Paid, and Nu...

Payroll Profiles Purpose and when to use this record Maintain an employee’s payroll setup, including pay basis, rates, tax treatment, earning defaults, and deduction choices. At a glance Identify it by: Federal Filing Status, and State Filing Status. Check...

Payroll Runs Purpose and when to use this record Review a payroll processing cycle, its pay period, employees, calculated totals, status, and posting state. At a glance Identify it by: Pay Date, and Status. Why care: Payroll setup and run state affect empl...

Email Templates Purpose and when to use this record Maintain reusable email subject and body content used when Brisk sends business documents or notifications. At a glance Identify it by: Name. Check its business context: Pdf Renderer. Why care: A report...

Receipt Templates Purpose and when to use this record Maintain receipt layout and business text used for point-of-sale or transaction printing. At a glance Identify it by: Name. Check its business context: Content Type. Why care: A report is only trustwo...

Report Charts Purpose and when to use this record Turn an advanced report into a chart by selecting label, value, grouping, sorting, series, and display options. At a glance Identify it by: Chart Title, Label Field, Label Subfield, and Show Values On Chart. ...

Cash Drawers Purpose and when to use this record Maintain the named registers or tills used to assign and reconcile point-of-sale cash activity. At a glance Identify it by: Name. Why care: Customer, warehouse, quantities, prices, tax, payment, and fulfillm...

Discount Periods Purpose and when to use this record Schedule a date-bounded percentage promotion and disable it without erasing its history. At a glance Identify it by: Begin Date, and End Date. Why care: Customer, warehouse, quantities, prices, tax, paym...

Foodservice Tables Purpose and when to use this record Maintain dining tables, seating capacity, display order, availability, and current server assignment. At a glance Identify it by: Table Name. Check its business context: Current Server. Why care: Cus...

Item Rows Purpose and when to use this record Review the item, quantity, unit, price, tax, options, and fulfillment state of individual sales lines. At a glance Identify it by: Item, Quantity, Uom, and Cost. Check its business context: Item, Uom, Tax Categ...

Payouts Purpose and when to use this record Record cash intentionally removed from a register for a business purpose and identify the employee responsible. At a glance Identify it by: Amount, Employee, Memo, and Processed. Check its business context: Emplo...

Quotes Purpose and when to use this record Prepare a customer estimate, track its approval status, and convert accepted lines and totals into a sale. At a glance Identify it by: Quote #, and Status. Check its business context: Customer, Salesperson, and Wa...

Returns Purpose and when to use this record Reverse eligible sale quantities and taxes, calculate fees, and track how much of the refund has been completed. At a glance Identify it by: Date Created, and Refund Status. Check its business context: Sale, Cust...

Sales Purpose and when to use this record Review the commercial transaction from item entry through tax, payment, fulfillment, receivables, and completion. At a glance Identify it by: Sale #, Date Created, Fulfillment Status, Payment Status, and Foodservice ...

Subscriptions Purpose and when to use this record Define a repeating customer sale, billing frequency, line items, and whether payment is direct or posted to receivables. At a glance Identify it by: Label. Check its business context: Customer, and Payment ...

Suspended Sales Purpose and when to use this record Preserve an unfinished point-of-sale ticket so it can be resumed without finalizing payment or inventory effects. At a glance Identify it by: Foodservice Ticket Number. Check its business context: Custome...

Bookings Purpose and when to use this record The Bookings overview screen in the Brisk documentation demo. Reserve service time for a customer, piece of equipment, technician, and planned work window before or alongside the service order. At a glance Identif...