Get Started with Finance
Tips For Reconciling Payments In Xero
Common Reconciling Errors Reconciled to the incorrect owner Overpayment reconciled as a “Prepayment” not an “Overpayment” When reconciling as an “Overpayment”, the “From” field is not matched to the owner's contact in Xero. It is not matched to the ...
How to setup Thoroughbred Payments
By choosing to integrate Thoroughbred Payments with your Prism Finance portal, you enable the following benefits: A PAY HERE button on each monthly Statement/Invoice sent which allows owners to easily pay the amount owed via credit or debit card; ...
Choose preferred Statement Format [Syndicators only]
If you are a Syndicator and a subscriber to the Prism Syndicator solution, an important decision to make at this early time is what Statement format you wish your owners to receive. You can choose a Statement format that is more traditional, ...
Get Started with Prism Finance
Prism has partnered with Xero, Thoroughbred Payments and Thoroughbred Recoveries to bring you a revolutionary new dimension to efficiently manage your operation’s expenses, invoicing, payments and overall management. Prism Finance Overview Prism ...
Sample Xero screens and reports
Accounts Receivable in Xero With all Invoices, Xero creates an Accounts Receivable that mirrors the amounts and Owners in Prism. For Bill Payment via Prism Pay, the payment will automatically reconcile against Prism and Xero. Where there is a bank ...
How to configure Tax Rates, Accounts and Tracking Categories
Configuring Xero Tax Rates, Chart of Accounts and Track Categories is the first step to improved stable management via the Prism Finance module. Every single expense should have a Tax Rate and an Account assigned to it, whether it be in your Rules ...
How to integrate Prism and Xero
Prism has chosen Xero as its Finance partner quite simply because they are recognised as the best online accounting system in the world. It is simple and easy to use, affordable but powerful and also able to be integrated to a wide variety of third ...
Prism Finance And Xero Overview
Overview of Both Systems The integration with Xero allows Prism Finance users to manage finance transactions and billing processes in Prism, along with payment reconciliations and other accounting specific tasks in Xero. Specifically, Xero is used ...
Prism Finance and MYOB Overview
OVERVIEW OF BOTH SYSTEMS The integration with MYOB allows Prism Finance users to manage finance transactions and billing processes in Prism, along with payment reconciliations and other accounting specific tasks in MYOB. Specifically, MYOB is used ...
How to integrate Prism and MYOB master data
Release Date: 22 October 2020 This release applies only to Prism Finance subscribers who also use the MYOB Accounting solution. EXPORT TAX RATES AND CHART OF ACCOUNTS FROM MYOB Pre-requisites: The User must be a MYOB Administrator or ...