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Quarters Purpose and when to use this record Define quarterly accounting boundaries and lock completed quarters against ordinary transaction changes. At a glance Identify it by: Parent, Opening Date, Closing Date, and Locked. Check its business context: Pa...

Receivable Transactions Purpose and when to use this record The Receivable Transactions overview screen in the Brisk documentation demo. Trace the charge, payment, credit, or adjustment that changed a customer’s accounts-receivable balance. At a glance Ident...

Reconciliations Purpose and when to use this record Reconcile a bank or card account to a statement ending balance, including service charges and earned interest. At a glance Identify it by: Statement Date, Service Charge Date, and Interest Date. Check its...

Reporting Api Credentials Purpose and when to use this record Grant a named integration narrowly scoped, expiring access to reporting data, optionally restricted by source network. At a glance Identify it by: Name. Check its business context: Service User....

Taxes Purpose and when to use this record Configure a tax rate, its liability account, and the tax-authority vendor used to track and remit collected tax. At a glance Identify it by: Name. Check its business context: Liability Account, and Payee. Why car...

1099 Account Configurations Purpose and when to use this record Classify general-ledger accounts into the standard, NEC, and interest 1099 reporting groups. At a glance Identify it by: the identifying information shown on the screen. Why care: Dates, accou...

Transactions Purpose and when to use this record Trace the individual general-ledger postings created by sales, purchases, payments, manufacturing, and journal entries. At a glance Identify it by: Date Created. Check its business context: Account, Warehous...

Vehicles Purpose and when to use this record Maintain the business vehicles available for mileage-expense records. At a glance Identify it by: Name. Why care: Dates, accounts, amounts, posting state, and period locks can change financial reports. Verify th...

Vendor Credit Memo Applications Purpose and when to use this record Apply part or all of a vendor credit memo to a specific vendor invoice without losing the original credit trail. At a glance Identify it by: Source Credit Memo, Vendor Invoice, Applied Amoun...

Work Periods Purpose and when to use this record Bound an operating period for warehouse activity, deposit entry, and close/lock controls. At a glance Identify it by: Parent, Opening Date, Closing Date, and Warehouse. Check its business context: Parent, an...

Years Purpose and when to use this record Define the organization’s accounting-year boundaries and lock a completed year against ordinary edits. At a glance Identify it by: Opening Date, Closing Date, Locked, and Memo. Why care: Dates, accounts, amounts, p...

Consolidated Accounts Purpose and when to use this record Define the common reporting accounts that receive mapped balances from individual stores. At a glance Identify it by: Code, and Name. Why care: Consolidated results are only as reliable as store con...

Adjustment Entries Purpose and when to use this record Record a dated topside or elimination adjustment used only in consolidated reporting. At a glance Identify it by: Name, and Entry Date. Why care: Consolidated results are only as reliable as store conn...

Sync Runs Purpose and when to use this record The Sync Runs overview screen in the Brisk documentation demo. The Sync Runs overview screen in the Brisk documentation demo. The Sync Runs overview screen in the Brisk documentation demo. The Sync Runs overview sc...

Reporting Stores Purpose and when to use this record Configure a participating store’s reporting endpoint, timezone, currency, transport safeguards, and synchronization health. At a glance Identify it by: Name. Why care: Consolidated results are only as re...

Store Account Maps Purpose and when to use this record The Store Account Maps overview screen in the Brisk documentation demo. Map or intentionally ignore a store-level account when rolling balances into the consolidated chart. At a glance Identify it by: Co...

Abandoned Carts Purpose and when to use this record Review a shopper cart that was not completed, its customer/contact context, totals, recovery state, and any later order. At a glance Identify it by: Discount Code, First Name, Last Name, and Status. Check...

Api Credentials Purpose and when to use this record Grant an ecommerce integration only the product, page, store, order, tracking, status, or shipping capabilities it needs. At a glance Identify it by: Name, and Allow Write Order Status. Check its business...