[Finance] Group fees and expenses by category on invoices
12 December 2022 | New Feature | Finance
Subscribers to the Prism Finance module can now elect to display all fees and expenses on Invoice Details, by Category.
A Group by Category option has existed for some time to group fees and charges by category on the detailed horse invoice pages. Until now, the category was not displayed. Now it will.
Navigate to your Prism Organisation Configuration.
Location the Group by Category feature.
Enable this option.
The categories are:
- Daily Charges
- Procedures
- Transport
- Farrier
- Dentist
- Breeding
- Other
Please note that some expenses can only be categorised as Other.
This change will increase the length of the Invoice Details pages. For some horses in some months, the pages may wrap over to second pages. But the format is hopefully better received.
Related Articles
[New Feature] Finance | Consolidate Invoices in Xero to improve Xero speed and payment reconciliation process
Release Date: 02 July 2020 Summary As the Prism Finance module records all expense detail by horse, owner and date, and keeps that data as an historical account of charges, there is often little need to replicate the volume of data in Xero. ...Filter Statements by Statement ID on Finance Dashboard
Release Date: 19 November 2021 | Finance On the Finance Dashboard page, subscribers to the Prism Finance module can now filter all Statements by Statement ID. To use this feature: Navigate to Finance > Dashboard Click on the Filter icon in the ...[Breeding] Stallion Fee Category flexibility
1 June 2022 | Enhanced Feature | Breeding Management | Stallion Bookings We have released an important update to Stallion Bookings to: provide more flexibility to breeding enterprises managing bookings to stallions, and improve the automation of ...[Finance] Adjust Discount when Regenerating Statements
Release Date: 12 May 2023 | Finance When regenerating Statements for the most recent period, you can now adjust owner discounts should they need correcting or removing. In the Modify Statement window, select the option 'Adjust Discount', just beneath ...Choose whether to create service fees manually or automatically
11 June 2020 | Breeding Upon adding Service Fees and when adding stallions into your portal, the system no longer automatically adds Booking Rules into Finance. This provides more flexibility for stallion farms to manually create service fee ...