Frequently Asked Questions
How do I resolve a problem with synchronising invoices between Prism and Xero?
On occasions, you may need to edit a Statement/Invoice that has already been generated and sent to a customer, and synchronised to Xero. Prism enables you to do so, either by editing an invoice or editing expenses and regenerating the Statement. ...
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, please email support@prism.horse and we will sort things out for you.
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 support@prism.horse and we will do it for you.
I have publish a horse 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. Navigate to Report > Email Log ...
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. Locate the Notification tab under your Profile. Turn on/off the items you want to be informed about across mobile, ...
How does Prism measure Clear Days when recording Procedures?
To be safe, we start counting "clear days" from the following day. 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, 3rd and 4th as clear days and the horse is able to race/trial on the ...
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 ...
How do I change an Owner or Staff Member's email address?
This feature is not currently available in Prism due to the email being the key item required for login. If you wish to add or change the email address of an owner or a staff member, please email support@prism.horse and we will make the required ...
Why didn't my unregistered horse merge with the newly registered horse?
For horses to merge, you need to ensure all of the following details are correct: Sire Dam Foal Date If one of these details is not the same as the newly registered horse, the two will not merge. If you still encounter problems after checking horse ...
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. ...
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
If you want to update an existing owners email address or add an additional email to their account, follow the steps below. Note: This will update the email address that the owner receives communications to, if the owner is completely changing their ...
How to Archive 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. ...
What is Prism Pay?
As mentioned above, when you send the statement to owners, they are able to receive it via emails. When they click on PAY NOW button in the email, it will open payment page in browser. The page shows the statement ID that the owner is about to pay, ...
Why is Prism Integrated / Partnered with Xero?
Prism has chosen Xero as its Finance partner quite simply because they are recognised as the best online accounting system in world. It is simple and easy to use, cheap but powerful and also able to be integrated to a wide variety of third party ...
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 ...
How to Adjust Ownership Share
During the Horses career, there will be times when you need to adjust the shares amongst the Owners, either when one sells to another or a new one comes in and the shares need to be adjusted. To do that, do the following: Go to Horse page Select ...
How to Add a New horse to an Owner
To add a Horse to an Owner, follow the instructions below: From Owner page, select the owner in the list Next to HORSE ACCESSIBILITY, click + Add Horse Access button Edit Horse Ownership dialog opens and allows you to adjust the ownership share ...
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 ...