Finance
How to Use the Horse Expenses Report
You can see what each horse cost and what you charged for it in any period, split by expense type. Here's how. To open the Horse Expenses report Go to your Finance Tab. Click Horse Expenses. The report opens on the Latest Billing Period, with the ...
How to Find the Tax Information Applied to an Expense
Follow these steps to check the tax rate applied to an expense/ credit note: Go to Finance > Transactions. Find the expense you want to check. Click edit expense to see what Tax Rate used if the expense is pending. If the expense is invoiced, you can ...
How can the user be able to Switch Xero
Overview Switch Xero is an 8-step wizard in Prism Finance that moves an account from its current Xero organisation to a new one. It lets you review everything still outstanding, disconnects the old organisation, cleans up remaining balances, and ...
How to charge an expense to specific owners
By default, an expense is split across all owners of the horse according to their ownership share. Use the Allocation option when you want to charge an expense to only some owners — for example, a vet bill that applies to one syndicate. Go to the ...
How to Export Finance Rules to CSV file
1. Overview The Export Finance Rules feature in Prism’s Finance module allows you to download existing finance rules into a CSV (Comma Separated Values) file for review and analysis. Instead of viewing rules individually within Prism, you can export ...
How to Import Expenses including Supplier info from a CSV file
1. Overview The Import Expenses feature in Prism's Finance module allows you to bulk-upload multiple expense records at once using a CSV (Comma Separated Values) file. Instead of entering each expense individually, you can prepare your data in a ...
End of Month Cheat Sheet – Syndicators
Before Starting End of month Reconcile Xero. Run Check Balance Report (Finance/Statement/More/Check Balance) and clear up any differences. Review for any $0 values. Finance/Transactions Change date to current month Click on sale column twice (until ...
End of Month Cheat Sheet
Before Starting End of month Reconcile Xero. Run Check Balance Report (Finance/Statement/More/Check Balance) and clear up any differences. Review for any $0 values: Finance/Transactions. Change date to current month. Click on sale column twice (until ...