Knowledge Base
What is Prism?
Learn more about Prism, the next generation equine management portal.
Getting started with Prism
All the basics to getting started with Prism.
Frequently Asked Questions
Browse our answers to some frequently asked questions.
Horses
How to manage horse profiles including welfare notes, performance records, ownership information and more.
Owners
How to manage owner profiles and settings on Prism.
Owner Communications
How to manage owner communications including email sends, stable updates, media files and more.
Finance
Everything you need to know about invoicing, end of month statements, finance integrations, payments and more.
Breeding
How to manage stallion bookings, broodmare records, integration with Breedr, paddock reports and more.
Reporting
HR / Wrkplace
Prism Plus
Manage horse welfare, sync horse performance records with E-Trakka and Arioneo and more.
Scheduling
Learn how to manage and schedule trackwork, procedures and tasks
Website management and content upload
Everything you need to manage and upload content to your Prism built website
Sharing horse, owner, ownership & trainer information
Learn how to share horse, owner, ownership & trainer information with suppliers
Bloodstock Exchange
All about BEx support
Release Notes
Learn about all the new features and improvements to the Prism platform.
Recent Articles
Export Direct Debit Client Details to CSV
You can now download a CSV report listing all clients using Direct Debit. The report includes key information to help you manage payments more efficiently: Pending Amount Last Debit Last Debit Status Date of Last Direct Debit Where to find it: Go to ...
Credits are No Longer Confused With Overdue
We heard your feedback, and we’ve made a change. Going forward, when a client has a credit balance, it will no longer show up as an overdue amount. This adjustment helps eliminate confusion and ensures your clients have a clearer view of their ...
How to Extract Owner Lists
You can extract a list of your owners as well as the horses they own. Here's how. To extract a list of Owners By Horse Go to your Report Tab. On the left pane, select Horse Owner Extract. On the top, select Owners By Horse. Select the horses whose ...
How to check differences in Prism and Xero balances
If you find a discrepancy between the Prism and Xero balances of an owner, you can use the Check Balance button on the owner's Balance tab. This will export a CSV file comparing the data between Prism and Xero.
How to Refund an Owner
If an owner is in credit and requests a refund, the following steps are required. In Xero: In the Business menu, select Invoices. Select the Awaiting Payment tab Open the credit transaction to refund. Complete the payment fields in the cash refund ...
Learn more about Prism, the next generation equine management portal.
All the basics to getting started with Prism.
Browse our answers to some frequently asked questions.
How to manage horse profiles including welfare notes, performance records, ownership information and more.
How to manage owner profiles and settings on Prism.
How to manage owner communications including email sends, stable updates, media files and more.
Everything you need to know about invoicing, end of month statements, finance integrations, payments and more.
How to manage stallion bookings, broodmare records, integration with Breedr, paddock reports and more.
Manage horse welfare, sync horse performance records with E-Trakka and Arioneo and more.
Learn how to manage and schedule trackwork, procedures and tasks
Everything you need to manage and upload content to your Prism built website
Learn how to share horse, owner, ownership & trainer information with suppliers