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 tasksWebsite management and content upload
Everything you need to manage and upload content to your Prism built websiteSharing horse, owner, ownership & trainer information
Learn how to share horse, owner, ownership & trainer information with suppliersRelease Notes
Learn about all the new features and improvements to the Prism platform.
Recent Articles
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 ...Search for owners by their Finance Account names
You can now search for owners by their finance account names. Simply type in the owner's finance account name in the search box and hit enter:Add "Tracking Categories" to Import Expense template
You can import expenses by going to your Finance module's Transaction tab. Click on the Add Expense drop down and select Import Expense: In the Import Expense pop-up, click on Download Template File to download the updated version of Import Expense ...
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 ...