Configure Prism Finance
How to configure import of invoices from a supplier who is using Prism
Prism Finance subscribers can import invoices received from any supplier who is also a Prism Finance subscriber. This feature is ideal for trainers and syndicators who receive invoices from any other training, pre-training/breaking, veterinary, ...
How to allow your customers to import your invoices
Prism Finance subscribers can now enable their customers to import your invoices, if they are also a Prism Finance subscriber. To enable this feature, your customer must provide you with their unique Prism ID. You can then assign this Prism ID to the ...
How to configure Management Fees charged by Owner
ADD MANAGEMENT FEE RULE CHARGED BY OWNER 1. Go to Management Fee tab in Finance > Rules screen. 2. Click + Add button on the top right. The Add Management Fee Rule dialog will be shown. Proceed to complete relevant fields. Charge To will default to ...
How to configure Management Fees charged by Horse
ADD MANAGEMENT FEE RULE CHARGED BY HORSE 1. Go to Management Fee tab in Finance > Rules screen. 2. Click + Add button on the top right. The Add Management Fee Rule dialog will be shown. Proceed to complete relevant fields. Charge To will default to ...
How to create Expense Rules and Presets
In the Finance > Rules screen, you can define expense rates to be charged to Owners for certain tasks. Think of these Rules as your Schedule of Fees. These expenses will be applied to Owners in one of two ways: When creating an Individual or Group ...
How to setup Direct Debit authorisations
Together with our payment partner Thoroughbred Payments, we have made it even easier for you to: invite your Owners to sign up for direct debit, and charge those Owners on the date payment is due. You must have Thoroughbred Payments integration with ...
How to configure Daily Rates in Trainer and Breeding portals
Daily Rate Rules enable you to assign Daily Charges based on each horse’s location and status during a month. Think of these Rules as your Schedule of Fees. The relevant expense is created automatically and maintained daily, ready for invoicing ...
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 Manage Suppliers in Finance
From top navigation, click on Supplier, it shows you the list of suppliers you have in the system. This helps you to manage your supplier list, their contact and transactions (later on, not with the current version) you have with a specific supplier. ...
How to Manage Debtor Accounts in Finance
One or more Financial Accounts (Debtor Accounts) can be linked to an Owner Profile. By default, the Owner Debtor Account is the same as the Owner Profile (name, email, phone number etc). The Debtor Account sometimes needs to be different, or there ...