Prism v2 - What's new

Prism v2 - What's new

OVERVIEW

After many years on an older web framework, we’re upgrading the Prism system to a modern, widely adopted framework. This upgrade strengthens our technology stack, enhances security, and enables us to deliver a more engaging and seamless user experience for our clients.

Prism v2 upgrades to a modern framework, improving security and user experience. Key changes include:
  1. System primary color updated to light violet
  1. Styling enhancements: top navigation, header bar, and data list layout
  1. Avatar Menu restructured for better organisation
  1. Finance updates: Month-End Wizard UI refresh, Statements as standalone page, and expanded CSV export options
  1. New features: Rules button (formerly Preset icon), horse list in Group Update, bulk archive, manual split clear all, and more

1. SYSTEM COLOR CHANGES

1.1 Primary Color

The system’s primary colour has been updated to light violet that is often associated with luxury. You can see this reflected in elements such as buttons and the colour of focused tabs or selection items. 
For example: main button’s colour is light violet, other buttons won’t be filled colour:


 1.2 Secondary Color

We've also made some subtle adjustments to the text colours throughout the system, shifting to deeper, more refined tones
 
For example:
- The owner name in data list is changed from strong lime green to dark cyan - lime green

- The horse name in data list is changed from strong blue to moderate blue
 

2. STYLE CHANGE

2.1 Top Navigation/ Header Bar 

The Top Navigation/ Header Bar is improved to create a cleaner layout and free up more space: 
- In the header bar, displaying only the primary actions as visible buttons, while the remaining actions are grouped together for a more streamlined interface.
For example: 

2.2 Data List 

- In the data list, we’ve also grouped the action icons under an ellipsis menu to free up more space for displaying data. This change is visible in areas like the Task list (on the pages like Schedule, Horse, etc) or the Finance data list (e.g. Transactions list, Statements list etc).
For example:


- In the Owner, Staff, and Supplier lists in the left side, the “Add new” function has been relocated to the left side, near the list itself, instead of displaying as a button on the Profile section at the right side.

Additionally, the filtering tabs have been replaced with a dropdown selection for cleaner and more intuitive user experiences.

3. AVATAR MENU

3.1 Structure

Some updates for the Avatar Menu as:

- Move user avatar and portal name into this menu

- Restructure by grouping the current menu items into clarified categories.

-  Update some labels for improved clarity. For example:  the label "Set Up Banner/Footer" has been changed to "Set Up Email Banner & Footer" for improved clarity.
For example

3.2 Style

The pop-ups in the Avatar Menu have been replaced with full screens, providing a larger, more viewable area for content, with the exception of the pop-up of Configure Master Data – it’s unchanged.
For example:

 

4. FINANCE UPDATES

4.1 Top bar

"Statements" is now accessible directly from the top navigation bar, allowing users to open the Statements list without having to navigate through the Finance Dashboard as before.

4.2 Month-end Wizard

 In the Month-End Wizard popup, we’ve updated the styling of the step progress indicator and action buttons for a more consistent and modern look. 

+ A progress slider now visually indicates the current step in the process.

+ Some action buttons have been simplified to display only an icon, or an icon with short text, improving clarity and saving space.

4.3 Debtor Report to include Last Payment date

In the Debtor Report list, a Last Payment column has been added next to the Balance column. It displays the most recent date when the trainer allocated a payment to the owner's invoice(s).

4.4 Change Preset icon to Rules button

In Create Horse/ Horse's tasks/ Expense popup, the Preset icon has been changed to a Rules button, making it more visible and clear for the user.

4.5 Add Tracking Category into Import Invoices

In the Import Invoices popup, add Tracking Category (Rec) and Tracking Category (Pay) columns to the Expenses table. The user can set a Tracking Category (Rec) or Tracking Category (Pay) for all expenses at once by clicking the header column.

4.6 Export CSV in Month-end Wizard__Discounts Step

An Export CSV option has been added to the Discounts step 

4.7 Manual Split - Add Clear All

A Clear All button has been added to the Manual Split popup for Credit/Expense. This allows users to reset all entered amounts at once, making it faster to start over or correct entries. 


4.8 Add/ Edit Expense - Hide Quality Field

The Quantity field in the Add New/Edit Expense form is now hidden by default. Visibility details:

  1. Hidden on: Create Expense and Edit Expense forms
  2. Visible on: Split Expense popup and the Transaction page column settings

4.9 Finance Rules - Export to CSV

An Export to CSV button has been added on all Finance rules pages, allowing users to export data from the following rule types:

  1. Day Rates

  1. Procedure

  1. Transport

  1. Farrier

  1. Dentist

  1. Management Fee

  1. Other

  1. Import Invoice

  1. Breeding

  1. Service Fee


4.10 Import Expenses includes Supplier Info

The Supplier column has been added to the CSV template for Import Expense. This update includes:

  1.   The Supplier column is now visible in the Import Expense popup.
  2. Users can edit Supplier information directly during the import process.

5. STANDARD ENHANCEMENTS

 5.1 View Horse list in Group Update

 In Group Update, the system now shows the list of horses so that clients can easily see which horses the update was created for

5.2 Insurance - Payment Status Report

For users subscribed to the Furlong Insurance feature, we will provide an option for users to view the invoice status of each owner (opt-in). A new report, Payment Status, will be added to the Insurance module. This report will display the list of owners who are required to pay for insurance along with their payment status. Users can filter the list by various conditions or export the data to a CSV file.

5.3 Archive Multiple Horses Simultaneously

Users can now select and archive multiple horses at the same time, rather than archiving them one by one. This bulk archive action is available from the horse list view


5.4 Schedule Work – Uncheck Work Item via “Tick”

In Schedule Work, users can now uncheck a previously ticked work item by using the “Tick” option. This provides a more flexible way to manage work item completion status.


6. STAFF WORKS MULTI-TRAINERS

Old Version (Before Change)
  • Staff had to select the trainer separately in each function (e.g., adding tasks, entering data, reports).
  • This required multiple trainer selections when performing actions across different areas.
New Version (After Change)
  • Staff now use a Select Trainer – Global option.
  • Once the trainer is selected globally, the selection applies across all functions.
  • Users can work continuously for the chosen trainer without re-selecting in each function.
Benefits
  • Efficiency: Staff select trainer only once per session.
  • Consistency: Reduces errors from selecting the wrong trainer.
  • Usability: Streamlined workflow for staff who manage multiple trainers.