How to create expense transactions for tasks created in other Prism accounts
Where tasks are created in another Prism account, such as a supplier’s, they are visible in your Prism account.
Whilst you cannot edit or delete those tasks, you can optionally create finance expense transactions for those tasks if you are responsible for billing owners.
This is an ideal feature for suppliers of veterinary, farrier, dentist services who need to manage tasks in their own Prism account and invoice you, but you are ultimately needing to invoice owners. It streamlines the process of being reimbursed by your owners.
On any task created in another Prism account, your Prism Master Admin user and any staff member with Finance module permissions, can click the ‘create expense’ action icon.
This action is available in:
- Horse > General Tasks
- Schedule > General Tasks
- Reports > Tasks and Notes
Add the expense as normal. If a matching Finance Rule is found, the expense details will be pre-populated ready to review and saving.
Related Articles
How to view tasks shared with you
If tasks are selected to be shared between Prism accounts, tasks created in each other’s Prism account are visible in: Prism Master Admin account Dashboard > All tasks Horse > General Tasks Schedule > General Schedule > Worksheet Schedule > Calendar ...Overview of sharing horses, owners and tasks
Prism offers the selective sharing of horses, owners, horse ownership and tasks with other businesses who are also Prism subscribers. A trainer or farm can share horses with suppliers of agistment, pre-training, veterinary, farrier, dentist or ...How to enable sharing of horses to another Prism account
Your Prism Master User Account and any staff member with finance module permissions can enable sharing with a supplier configured in your list of Suppliers. Importantly, your supplier must authorise you to share horses with them. This authorisation ...How to share selected horses with another Prism account
Once you have enabled sharing with another Prism account such as a provider of agistment, education, pre-training, vet, farrier or dentist services, your Prism Master Admin user account and any staff member with read-only access to Horse Profiles can ...How to re-share a horse, horse ownership or tasks
If you have shared a horse or horses but opted not to share horse ownership, horse tasks or horse location and status, you can Re-Share the horse. Click the Share Horse button on the Horse Profile. For the relevant supplier(s), click the Re-Share ...