[Improvement] Finance | Statement email and Overdue Reminder email default text
You can now setup and maintain default texts for your Statement Emails and Overdue Reminder Emails. This is in addition to the default text in the Payment Notes section of your Statements.
Go to Organisation Config.
At the bottom of the Organisation Config window there are three templates you can maintain.
- Payment Note - this is where you set the default test to appear on your Statements
- Statement Email - set the default text to appear in your Statement Emails
- Statement Reminder Email - set the default text to appear in your Statement Reminder Emails
[New Feature] Finance | Send payment overdue reminders to your owners
03 October 2019 | Prism Finance You can now send an owner or multiple owners a reminder on overdue accounts. This affords you the chance to remind owner(s) at any time, in addition to the normal Statements sent. In the Finance Dashboard, display ...
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 ...
[Improvement] Finance | Exclude blank statements during month end processing
23 October 2019 | Prism Finance In some monthly cycles, there are no transactions to invoice an Owner. When running the month end wizard you can now choose to exclude Statements without new transactions and prevent those blank Statements from being ...
[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 ...
[Finance] New Statement option for Syndicators
Enhanced Feature | Finance | Syndicators only If you are a subscriber to the Prism Syndicator solution, you can now optionally switch to a new Statement format. By default, the statements and accompanying invoice pages in Syndicator portals, display ...