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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...

Vendor Invoices Purpose and when to use this record Use a vendor invoice to record an amount your business owes a vendor. The record combines the vendor's header information with one or more expense or asset lines. It also tracks payments and vendor-credit app...

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...

Brisk Brisk overview The Brisk workspace related to this reference article. Brisk organizes operational work into shared master records, business transactions, focused task screens, reports, and setup. A customer or item may be reused across several modules, w...

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...

Consolidation Consolidation overview The Consolidation workspace related to this reference article. Consolidation—shown in Brisk as Multi-Store Reporting—collects reporting data from participating stores, maps their local accounts into a common chart, and prod...

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...

Blog Posts Purpose and when to use this record Prepare and publish store-specific editorial content with its URL slug, imagery, scheduling, tags, and search metadata. At a glance Identify it by: Author Name. Check its business context: Store. Why care: S...

Campaign Deliveries Purpose and when to use this record Audit whether a marketing message was sent, skipped, or failed for a particular recipient and business event. At a glance Identify it by: Status. Check its business context: Store, Campaign, Customer ...