Display owner-specific costs, split costs and discounts separately on Statements
We have improved the presentation of Statements. Any additional owner-specific costs, split costs and discounts are now displayed separately underneath the Owner's share of normal training, agistment, transport and procedure costs.
In the below example, each line item beneath "Your Share" are specific to the owner.
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 email@example.com if you wish to ...
How to Create Statements in Finance
The Create Statement process is where you have expenses all items for the period and are looking to check and generate invoices to be sent to Owners. This process will also integrate and direct all expenses from the period into the right sections of ...
How to Review Statements in Finance
Once created, all Statements and the Status of each can be viewed under the Owners profile or in the Finance Module under the Statement tab. 9.1 FILTER STATEMENT PERIOD You can create statements for overlap period but each transaction/ expense is ...
How to Archive an Owner
If you wish to remove an owner from a horse, you can archive the owner to ensure you maintain the transaction history of the horse When you archive an owner, it means the horse will stay in their list as an archived horse. But the owner won’t be able ...
An owner unsubscribed by mistake. How do I add the owner back into Prism?
Currently this feature is not supported by Prism. If you wish to add an owner that unsubscribed back into your mailing list, please email firstname.lastname@example.org and we will do it for you.