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Supervisor Logs Purpose and when to use this record Audit a supervisor-override attempt, including the user, screen, object, override type, and authorization result. At a glance Identify it by: Supervisor, User, Initials Entered, and Screen. Check its busi...

Supervisors Purpose and when to use this record Grant a supervisor only the override categories they are allowed to authorize with their protected credentials. At a glance Identify it by: Name. Why care: Setup changes can alter navigation, alerts, and auth...

Users and Access Purpose and security boundary Use user records to give one person an identifiable Brisk sign-in and only the access required for that person's work. User administration is restricted setup work. Never copy passwords, recovery codes, API tokens...

Time Time overview The Time workspace related to this reference article. Time records when employees start and stop work, breaks, pay codes, and related service work. The employee-facing clock handles ordinary activity; managers correct exceptions and review a...

Time Clock Entries Purpose and when to use this record Review and correct an employee clock interval, its work date, break, source, pay code, service job, and open/closed/voided state. At a glance Identify it by: Work Date, Status, and Pay Code. Check its ...

This workflow follows an inventory purchase from an approved order through a partial receipt, vendor invoice, and allocated payment. Vendor, warehouse, item, quantity, cost, receipt, obligation, and payment evidence remain connected so purchasing, receiving, a...

Account Reference Troubleshooting Purpose and when to use this screen Use Account Reference Troubleshooting when a chart-of-accounts record cannot be safely disabled, replaced, or removed, or when you need to understand where the account is used. The report se...

Receivables, Statements, and Finance Charges Purpose and when to use this screen These screens turn posted Receivable Transactions into collection analysis, customer statements, and finance charges. Use them after sales, payments, credits, write-offs, and cust...

Restock Form Purpose and when to use this screen Use the Restock Form to turn configured reorder levels into draft purchase orders for one warehouse. It is appropriate when item/vendor assignments and warehouse reorder and maximum quantities are already mainta...

Batch Sheet Printing Purpose and when to use this screen Batch Sheet Printing scales an approved item assembly/formula into shop-floor quantities and produces a PDF. It does not create or complete a manufacturing instance, reserve ingredients, or prove what wa...

Manufacturing Price and Cost Update Purpose and when to use this screen Use Manufacturing Price and Cost Update after ingredient costs, formulas, shrink, or pricing policy change and the business deliberately wants to recalculate manufactured-item costs and cu...

Municipal License Operations Purpose and when to use this screen Municipal License Operations groups the daily queues and summaries used to move business applications into issued licenses, follow renewals and compliance, collect amounts due, and review municip...

Work Period Reports Purpose and when to use this screen Work Period Reports provides accounting and operating reports for a user-defined date range. Use it for close review, management analysis, and supporting detail when the built-in period buttons do not mat...

Offline POS Queue Purpose and when to use this screen The Offline POS Queue shows tickets stored in this browser when the register could not reach Brisk. Use it after connectivity returns, when Point of Sale reports queued work, or before clearing/replacing a ...

Point of Sale Purpose and when to use this screen Point of Sale is the cashier workspace for selecting a customer, scanning or searching items, applying permitted pricing and tax behavior, accepting tender, printing receipts, and handling foodservice tickets o...

Technician Leave Approvals Purpose and when to use this screen Technician Leave Approvals lets authorized supervisors review pending service leave before it blocks dispatch capacity. The screen requires permission to change service leave and shows up to 50 pen...

Service Mobile Alerts Purpose and when to use this screen Mobile Alerts registers the current browser for service dispatch and technician push notifications. Registration is per browser/device, not per phone number, and depends on browser push support, notific...

Technician Workspace Purpose and when to use this screen Technician Workspace is the signed-in technician’s daily service landing page. It combines today’s schedule, the actionable work queue, upcoming bookings, timer state, leave requests, and notification-de...