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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...

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...

Account Categories Purpose and when to use this record Group general-ledger accounts by statement type so financial reports place balances in the correct asset, liability, equity, income, or expense section. At a glance Identify it by: Name. Why care: Date...

Accounts Purpose and when to use this record Maintain the chart of accounts used to classify transactions, organize warehouse subaccounts, and produce financial statements. At a glance Identify it by: Account Name, and Account Number. Check its business co...

Bank Information Purpose and when to use this record The Bank Information overview screen in the Brisk documentation demo. Record the check, ACH, transfer, or withdrawal details used to clear and balance a bank-side transaction. At a glance Identify it by: T...

Credit Card Accounts Purpose and when to use this record Connect a business credit card to its payable account, issuing institution, and vendor used for statement charges and finance costs. At a glance Identify it by: Account Number. Check its business con...

Credit Card Charges Purpose and when to use this record Record a card purchase or credit, its vendor, statement-clearing state, amount, and transaction date. At a glance Identify it by: Reference #, and Charge Date. Check its business context: Vendor, and ...

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...

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...