Prism Support Centre

The Prism Help Centre is a great resource to help you configure and use Prism to get the best out of your subscription.

It's also the best place to request additional support and guidance from our Support Team.

Explore all How-To's, New Feature Releases and answers to Frequently Asked Questions right here. Or search all content via the search bar.



    • Popular Articles

    • How to reset your Prism password

      Go to the Prism login screen. Click on Forgot Password. Enter the email address you’d like a recovery link to be sent to and select Continue. The Prism team send you an email allowing you to set a new password by clicking on the Choose your new ...

    • Choose where to display Credit Notes in owner statements

      By default, Credit Notes are displayed in the Adjustment section of your Owner Statements. If you prefer, we can configure your solution to display Credit Notes in the Tax Invoice section instead. Please email us at support@prism.horse if you wish to ...

    • [New Feature] Finance | Quick Share Sale Invoices

      To benefit Trainers and Syndicators invoicing owners for share sales, we have implemented a "Quick Share Sale Invoices" feature, or "Quick Invoices" for short. Go to Finance > Add Invoice > Quick Invoice (instead of Single Invoice) The Add Quick ...

    • [New Feature] Owner Notifications | Send Arrival or Departure Notifications to Owners

      Subscribers to the Prism Communications and Management modules can now notify owners of their horses' arrival to, or departure from, a location. To enable this feature 1. Login under your Prism portal's master account and navigate to Arrival & ...

    • [New Feature] Finance | Debt Recovery services, all within your Prism portal

      Release Date: 28 May 2020 We are excited to announce a new collaboration with Thoroughbred Recoveries, a leading boutique recovery agency specialising in the thoroughbred industry across Australia. This collaboration provides Prism Finance clients ...

    • Recent Articles

    • Easily Follow Up On Outstanding Payments Though The Debtor's Report

      Prism's Debtor's Report makes it easy and efficient to follow up on outstanding payments. You can download the Debtors Report in CSV format, which includes debtors' mobile numbers and email addresses. 1. Go to Finance > Dashboard > Debtors Report. 2. ...

    • Streamline Expense Management with Import Expenses

      The Import Expenses feature in Prism Finance simplifies managing large invoices, such as veterinary, farrier, and floating fees. Here's how it works: Steps to Use the Feature: 1. Request Supplier Spreadsheets: Ask suppliers to provide a spreadsheet ...

    • Reconcile Client Accounts with the Check Balance Report

      The team at Prism Finance has just made it easier to reconcile client accounts between Prism and Xero. With the new Check Balance Report, users can now navigate to Finance > Dashboard > Check Balance to generate a CSV report that highlights any ...

    • Compare Balance Report

      Prism Finance makes it straightforward to track discrepancies between clients' closing and opening balances across statement periods with the Compare Balance Report. To access this feature, navigate to Finance > Owner Cost > Compare Balance. The ...

    • How Do I Export Client Statements Into CSV?

      Did you know that you can now export client statement data directly into a CSV format? This feature allows you to select a specific period or a particular client's statement, and with a simple click on "Export All To CSV", the content will be ...
    If you need some more help, submit a Support Ticket via the button at the bottom of this page and a member of our support team will respond as soon as possible.