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• Prism Finance And Xero Overview

  Overview of Both Systems The integration with Xero allows Prism Finance users to manage finance transactions and billing processes in Prism, along with payment reconciliations and other accounting specific tasks in Xero. Specifically, Xero is used ...

• Choose preferred Statement Format [Syndicators only]

  If you are a Syndicator and a subscriber to the Prism Syndicator solution, an important decision to make at this early time is what Statement format you wish your owners to receive. You can choose a Statement format that is more traditional, ...

• How to integrate Prism and Xero

  Prism has chosen Xero as its Finance partner quite simply because they are recognised as the best online accounting system in the world. It is simple and easy to use, affordable but powerful and also able to be integrated to a wide variety of third ...

• How to configure your Organisation for Finance

  This section allows you to configure relevant finance settings and content on your customer Statements. To add or update information, click on your profile at the top right of the screen, then select Organisation Config. Organisation Information ...

• How to integrate Prism and MYOB during each billing cycle

  Export Statements From Prism Prerequisites: Prism user has statements (monthly or single/quick invoices) Chart of Accounts and Tax Rates of transactions in the statements to be exported, match the ones imported from MYOB Each Prism owner’s billing ...