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Time Manager Purpose and when to use this screen Time Manager gives department managers a weekly view of employee punches and a controlled way to correct missing, overlapping, or inaccurate time. Superusers can work across departments; other managers can selec...

User Preferences Reference How these settings apply The User Preferences Reference overview screen in the Brisk documentation demo. Configure the signed-in user's layout, workflow defaults, profile, and other personal behavior by screen section. User preferenc...

Close Accounting Periods Purpose and when to use this screen Period close establishes operational and financial cutoffs and makes reports available from a stable boundary. Close from the smallest period outward: work periods first, then the month, then the yea...

Data Import Purpose and when to use this screen Data Import loads supported CSV datasets while preserving a run record, row-level diagnostics, source-system identity, and dry-run/apply distinction. Use it for controlled migration or conversion—not as a shortcu...

Customer Payment Methods Purpose and when to use this record Maintain a customer-authorized tokenized card or ACH method without storing raw payment credentials in Brisk. At a glance Identify it by: Nickname, and Status. Check its business context: Custome...

Customer Receivable Payment Plans Purpose and when to use this record Schedule authorized collections against a customer’s receivable balance and track each run without duplicating payments. At a glance Identify it by: Start Date, Next Run Date, and End Date...

Email Payments Purpose and when to use this record Create and monitor a signed online payment request for a customer or sale, including allowed tenders, amount, and remote status. At a glance Identify it by: Status. Check its business context: Customer, an...

Emv Terminals Purpose and when to use this record Configure the processor terminal identity used for card-present payments and assign it to the correct user or workstation. At a glance Identify it by: Name, and Pairing Code. Why care: Customer, source docu...

Payment Plans Purpose and when to use this record Review legacy or provider-managed amount, cadence, duration, and processor identifiers. These records are reference-only in Brisk-managed billing mode; use Customer Receivable Payment Plans for supported schedu...

Payment Subscriptions Purpose and when to use this record Review a provider-managed recurring subscription's customer, plan, amount, cadence, status, vault reference, and gateway identifier. These records are read-only in Brisk-managed billing mode. At a glanc...