Category: Video Tutorial
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How to use Journal Entries
The video demonstrates how to use journal entries in BrizoSystem. It begins by navigating to Journal Entries under settings. Users can create entries for scenarios like Actual, Forecast, or Budget. By clicking “Add a new journal entry,” they input a Journal ID, description, date, debit and credit accounts, and the amount to apply. Once confirmed,…
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Built in Reports and Custom Reports
The video explains how to navigate and create reports in BrizoSystem. It starts by showcasing various pre-built reports under categories like Financial Statements and Profitability. Users can view these reports, adjust settings, and export them to Excel or PDF. For custom reports, users can click “Add a new Report,” enter a name, set categories, and…
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Elimination Entry Example
The video demonstrates how to create Elimination entries in BrizoSystem within a consolidated organization. Users navigate to Settings > Elimination Entries and click “Add a new elimination entry” to input details like the Elimination ID, description, date, debit, and credit accounts. The system handles differences between debit and credit amounts by posting them to the…
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How to use Dashboards
The video demonstrates the dashboards feature in BrizoSystem. After logging in, users are presented with four default dashboards: Main, Profitability, Asset, and Debt Management. Each dashboard displays specific financial metrics, such as net profit and revenue. Administrators can create custom dashboards using the ‘Custom’ option, adding various cards like charts, numbers, combined figures, tables, and…
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Create a consolidated organisation
The video tutorial guides users on creating a consolidated organization in BrizoSystem. It starts by logging in and selecting the “Create a Consolidated Organisation” option. The tutorial demonstrates building the organization hierarchy by adding individual organizations (e.g., Xero, QBO, MYOB) and saving the structure. Users are shown how to connect each organization to BrizoSystem, such…
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Create a single organisation
The video provides a step-by-step tutorial on how to create a single organization in BrizoSystem. It begins by guiding users through the login process and selecting the “Create a Single Organisation” option. The video emphasizes how to connect to an accounting system or upload data using a CSV file, showing the steps to upload the…