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Local Tax Filings Purpose and when to use this record Record a local tax return for the filing period, reported basis, tax due, adjustments, and payment state. At a glance Identify it by: Occupational License Number, Business Name, and Date Paid. Check its...

Municipal Accounts Purpose and when to use this record Maintain the account through which a person or business’s municipal charges, filings, payments, and balance are tracked. At a glance Identify it by: Name, and Postal Code. Check its business context: L...

Municipal Businesses Purpose and when to use this record Maintain the legal and operating identity used for municipal licensing, tax filings, contacts, and compliance work. At a glance Identify it by: Occupational License Number, Date Open, Date Inactive, Bu...

Municipal Charges Purpose and when to use this record Assess a fee, penalty, tax, or other amount to a municipal account with a due date and source. At a glance Identify it by: Due Date, and Status. Check its business context: Account, License, Application...

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...

Payments Payments overview The Payments workspace related to this reference article. Payments connects Brisk sales and customer receivables to card-present terminals, online payment links, stored payment methods, and scheduled collection. The processor is the ...

Payroll Payroll overview The Payroll workspace related to this reference article. Payroll uses employee setup and approved time to calculate a pay-period result, obtain management approval, and post summarized payroll activity to accounting. Access is limited ...

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...

Advanced Reports Purpose and when to use this record Build a reusable report from selected data, filters, columns, grouping, sorting, totals, and access settings. At a glance Identify it by: Report Title, Allow Date Filters, Date Field, Date Behavior, and Be...

Reports Reports overview The Reports workspace related to this reference article. Reports turns Brisk data into operational lists, financial analysis, charts, printed documents, receipts, and outbound email content. A report is only as reliable as its source t...

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...

Pdf Renderers Purpose and when to use this record Configure a printable document template for a particular record or list and control where users can select it. At a glance Identify it by: Name. Check its business context: Content Type. Why care: A repor...

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. ...

Reports Purpose and when to use this record Define a reusable business report, its data source, date behavior, category, filters, and system/custom status. At a glance Identify it by: Report Title, Allow Date Filters, Date Field, Date Behavior, and Beginning...

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...