Finance
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 ...