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Customer Credits Purpose and when to use this record The Customer Credits overview screen in the Brisk documentation demo. Record money or credit owed back to a customer and preserve its connection to the originating sale or tender. At a glance Identify it b...

Debit Cards Purpose and when to use this record Identify the debit cards and bank-payment methods available when recording withdrawals from a bank account. At a glance Identify it by: Bank Account, Card Holder, Identifier, and System Generated. Check its b...

Deposits Purpose and when to use this record Move undeposited funds into a bank account and create the balancing detail for the warehouse and work period involved. At a glance Identify it by: Deposit Date. Check its business context: Bank Account, Source A...

Expense Categories Purpose and when to use this record Maintain the categories used to group small business expenses for entry and later analysis. At a glance Identify it by: Name. Why care: Dates, accounts, amounts, posting state, and period locks can cha...

Expense Records Purpose and when to use this record Record a dated business expense with its amount, retailer, category, and supporting memo. At a glance Identify it by: Expense Date. Check its business context: Category. Why care: Dates, accounts, amoun...

Finance Charge Groups Purpose and when to use this record Review the customer groupings used when finance charges are calculated and applied to receivables. At a glance Identify it by: the identifying information shown on the screen. Why care: Dates, accou...

Accounting Accounting overview The Accounting workspace related to this reference article. Use Accounting to manage the records that support payables, receivables, banking, posting, and financial reporting. Begin with the task you need to complete; record arti...

Journal Entries Purpose and when to use this record Enter and review balanced general-ledger adjustments that are not produced by a normal sales, purchasing, or banking workflow. At a glance Identify it by: Date Created. Why care: Dates, accounts, amounts,...

Memorized Transactions Purpose and when to use this record Save a reusable journal-entry or vendor-invoice pattern for recurring transactions while controlling date refresh and availability. At a glance Identify it by: Template Name, and Auto-Update Date Fie...

Mileage Records Purpose and when to use this record Document business vehicle mileage for a specific date so reimbursable or deductible travel can be supported. At a glance Identify it by: Expense Date. Check its business context: Vehicle. Why care: Date...

Months Purpose and when to use this record Control monthly accounting periods, their parent quarter, finance-charge state, warehouse scope, and lock dates. At a glance Identify it by: Parent, Quarter, Opening Date, and Closing Date. Check its business cont...

Payment Terms Purpose and when to use payment terms Payment terms give Brisk a reusable rule for when a transaction becomes due and, when used, the discount period or late-fee percentage. Create a term before assigning it to a vendor or transaction. Vendor inv...

Payments Purpose and when to use this record The Payments overview screen in the Brisk documentation demo. Issue and review vendor payments drawn from a bank account, including check identity, payee, amount, and invoice applications. At a glance Identify it ...

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...