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Compliance Tasks Purpose and when to use this record Assign and track an inspection, document, renewal, or follow-up obligation for a municipal business or license. At a glance Identify it by: Due Date, and Status. Check its business context: Account, Lice...

Municipal Municipal overview The Municipal workspace related to this reference article. Municipal connects businesses and people to licenses, applications, compliance work, tax filings, charges, payments, cemetery records, and statutory reporting. These record...

Interments Purpose and when to use this record Record a burial or placement in a specific cemetery plot with the decedent and service details needed for the permanent record. At a glance Identify it by: Deceased Name, Birth Date, Death Date, Interment Date, ...

License Applications Purpose and when to use this record Receive and review a business’s request for a municipal license before approval, rejection, or conversion to an issued license. At a glance Identify it by: Application Number, Status, Submitted Date, R...

License Types Purpose and when to use this record Define the available municipal license categories, their terms, fees, renewal behavior, and required information. At a glance Identify it by: Name, and Code. Check its business context: Revenue Account. W...

Licenses Purpose and when to use this record Maintain an issued municipal license, its business, type, effective dates, status, conditions, and renewal history. At a glance Identify it by: License Number, Status, Issued Date, Effective Date, and Expiration D...

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...