Frequently Asked Questions
Easily Follow Up On Outstanding Payments Though The Debtor's Report
Prism's Debtor's Report makes it easy and efficient to follow up on outstanding payments. You can download the Debtors Report in CSV format, which includes debtors' mobile numbers and email addresses. 1. Go to Finance > Dashboard > Debtors Report. 2. ...
How Do I Export Client Statements Into CSV?
Did you know that you can now export client statement data directly into a CSV format? This feature allows you to select a specific period or a particular client's statement, and with a simple click on "Export All To CSV", the content will be ...
How to add owners to a horse or adjust an owner's ownership share in a horse
There will be times when you need to adjust an owner's ownership share in a horse. This could be because the owner sold their shares to another owner, or a new owner has purchased shares so the other owners' shares need to be adjusted. 1. On your ...
How do I resolve a problem with synchronising invoices between Prism and Xero?
Prism allows you to edit a statement/invoice after you have created it sent to a customer and or synchronised it to Xero. This can be done by regenerating an invoice or statement. When you edit an invoice in Prism that has already been synced up to ...
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 support@prism.horse if you wish to ...
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 ...
I need to re-send an invitation to an owner who has not yet registered with Prism.
Prism automatically sends out email invitations to all of your owners once your Prism site has been deployed. In the event that they did not receive their invitation, you can resend the invitation by: Go to your Owner tab and locate the owner whose ...
I have published an update but an owner did not receive it
Email is one an extremely temperamental form of communication with many different variables at play, however Prism through it's partner Postmark, provides the industry's fastest and most reliable email delivery with average inbox rate of 100%. If ...
How do I know if horse updates I have published are being received by owners?
Prism has a detailed email log that will let you see whether your email was delivered and if the message was opened or not. If the email was not delivered, the log will also indicate why the message was not delivered. How to access your email log Go ...
How do I send an update to a Horse's Owners?
After logging in, click on the green button with a "+" symbol at the lower right of your screen. You can send different kinds of updates to your owners: Pre-race reports Post-race reports Horse reports Media (Photo, Audio, Video) Once you've chosen ...
I get too many notifications on my mobile and/or in email. How do I manage these?
All users are able to manage how they receive notifications, whether they be mobile app notifications, website notifications or emails. To change your notification settings in the web version of Prism: Click on your Profile Photo at the top right of ...
How does Prism measure Clear Days when recording Procedures?
Prism starts counting clear days from the following day the treatment is completed. This ensures that your horse can safely race or trial. So if you give the horse a treatment on the 1st and it has a clear day buffer of 3 days, Prism counts the 2nd, ...
I cannot add a new horse I now train.
Prism receives a Daily Registration File from Racing Australia at 9am every day where it updates all transfers of ownership and / or trainer. After lodging your Stable Return to accept a new horse into your stable, it may take a day or two for Racing ...
I tried to upload media via the Prism app and it froze, didn't upload or I received a Server Error message.
Media files generally take a lot longer to upload, which is why they can be susceptible to network drop outs or patchy wifi. As with above, these issues are network related with the only solution being refreshing the page or clicking out and back in ...
Why do screens freeze, files not upload or drop down fields go blank sometimes?
As Prism is an online system, it allows you to access it anywhere at anytime. However it also means it is sometimes at the mercy of the network online or via your mobile. For the most part, networks are fine and result in 99% uptime, however wifi can ...
There is a duplicate copy of a horse in my list. How do I merge them?
When a horse is registered or when a horse first races, new data is created at our race data providers RISA and Racing & Sport. When this data is sent to Prism, a new profile is created for the horse. These are referred to as "Registered Horses". You ...
What is my login and password?
Your login will always be your email address. This is the same for Trainers, Owners and Syndicators. If you aren't sure of which email you have used, you can contact Prism at support@prism.horse and confirm. Your password will be of your choosing. If ...
Finance Cheat Sheet
1. PRISM AND XERO Outlined below is the relationship between Prism and Xero and where you need to input data and sync to ensure the most efficient possible processes. 2. TIPS AND TRICKS 2.1 ADDING CREDIT VIA NEGATIVE LINE ITEMS As an alternative to ...
How to Change or Add an Owner's Email Address
How to update the email address where general communications (i.e., horse reports, stable updates, media updates and race updates) are sent to. Go to your Owner tab and select the owner you wish to edit. Click on Edit Owner. Enter, delete or add a ...
How to archive or unarchive a horse
If you want to archive a horse, so that it is not longer apart of billing or stable operations, however you want to keep the horse accessible for statistics in record keeping - you can archive it. 1. Navigate to the specific horse's profile page 2. ...
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 do I remove an owner from a horse?
When one of your owners no longer holds ownership of a horse, you can remove the owner from the horse's owners list so that you can maintain accurate records of your horse's ownership history. Click on the Horse Tab to go to your Horse List. Select ...
How to Add a New horse to an Owner
You can add owners to a horse via the horse's profile page. To save time, you can also add a horse directly in the owner's profile. Go to the Owner tab to see your owners list. Select the owner you wish to update in the list. Scroll down to the Horse ...
Top 10 Tips & Tricks for Prism Finance
1.4 TOP TEN TIPS AND TRICKS The Prism Finance Module is designed to enable you to better manage your stable, ensuring everything is captured and recharged correctly. If you use the system correctly each day, it will essentially run seamlessly in the ...