Release Notes
Streamline Expense Management with Import Expenses
The Import Expenses feature in Prism Finance simplifies managing large invoices, such as veterinary, farrier, and floating fees. Here's how it works: Steps to Use the Feature: 1. Request Supplier Spreadsheets: Ask suppliers to provide a spreadsheet ...
Reconcile Client Accounts with the Check Balance Report
The team at Prism Finance has just made it easier to reconcile client accounts between Prism and Xero. With the new Check Balance Report, users can now navigate to Finance > Dashboard > Check Balance to generate a CSV report that highlights any ...
Compare Balance Report
Prism Finance makes it straightforward to track discrepancies between clients' closing and opening balances across statement periods with the Compare Balance Report. To access this feature, navigate to Finance > Owner Cost > Compare Balance. The ...
Search for owners by their Finance Account names
You can now search for owners by their finance account names. Simply type in the owner's finance account name in the search box and hit enter:
Add "Tracking Categories" to Import Expense template
You can import expenses by going to your Finance module's Transaction tab. Click on the Add Expense drop down and select Import Expense: In the Import Expense pop-up, click on Download Template File to download the updated version of Import Expense ...
Search for a procedure in Horse Procedure list
In your horse's Procedure tab, you can now search for procedures. Simply type in the procedure's name or description in the search box and hit enter:
Refresh Payment Button
You can now update the payment status of your invoices in Prism so that they are up to date with what is in your Xero. Ensure all payments are reconciled and synced to Xero before proceeding. 1. Go to the Owner tab. 2. Select the owner whose ...
Archive Supplier Accounts you no longer use
We’ve introduced a new feature that allows users to manage their supplier list more effectively. You can now archive suppliers to keep your list current. Simply use the “Archive Supplier” button to move suppliers to the archived section. If needed, ...
Bulk Set Up of Direct Debit
We've simplified the management of direct debit for multiple accounts, saving you time and effort. You can now efficiently set up a direct debit for multiple owner-finance accounts at once. 1. Click on the Finance tab. 2. Click on the Direct Debit ...
Horse Report: Enhanced Sorting Options
This update makes it simpler to view and manage your horses based on your preferred criteria. You can now organise the Horse Report list by Location, Status, Barn, or Box for easier management. How to Sort the Horse Report: 1. Click on the Report ...
Allow to quickly create 2 quick invoices at the same time for the same owner
You can now quickly create 2 quick invoices at the same time for the same owner. This setting will have to be switched on by our support team so please contact Prism Support if you wish to use this. When the setting is switched on, an option to ‘Add ...
[Syndicator] Refresh Management Fee
Syndicators can now easily recalculate the management fee if they have any related changes. For syndicators, a new button named “Refresh management fee” has been added the Finance > Rule > Management Fee section: When the button is clicked, the ...
New Horse Sale Module
We've moved the Horses Available module out of the CMS and renamed this "Horse Sale" so that users who may not have a Prism website can still post their horses for sale online. Note: If you have a Prism website that has a Horses Available section, ...
Filter horses by Age and Sex
You can now filter horses by Sex and Age to help find your horses easier. Simply click on the drop down boxes highlighted in the screenshot below to help narrow down your search:
Send Emails Only To Billed Owners
You can now send emails only to owners who have active shares with your horses (the owners you send invoices to). Simply select the Invoiced Owners option in your Stable/Syndicate Update and select specific owners, or all invoiced owners:
Improved Month End Statement Running Warning
When anyone in the portal, including a trainer, syndicator or staff member is running the Month End Statement creation, the system will display a warning message portal-wide to prevent any unnecessary finance changes. The warning message will ...
Send out updates to billed owners only
You can now send stable updates only to owners you have billed. In the Create Stable Update dialog, select the "Invoiced Owners" option. This option will: List owners who have current shares with an active horse Let you select owners here to receive ...
New Features For Syndicator Portals
We are introducing these features to the Prism syndicator portals: Prism users running the syndicator version of Prism can now create race nomination and acceptance emails as well as pre and post race reports for both thoroughbreds horses and harness ...
Import Registered Owners From The Rego File
Prism now automatically loads the registered owners from the horse's registration file from Racing Australia.
Abusive Emails Blocked From Your Website
Prism now blocks emails sent from your website's contact forms when the email contains profanity in the first name, last name and/or content. When a site visitor tries to send abusive messages, the system will allow the visitor to submit the email ...
[Finance] Statements now have a "Current, Overdue" and Total" box
All statements will now have a “Current, Overdue and Total” box on the first page of their statements. This will give clients further clarification on outstanding balance.
Auto-skip invalid expenses when regenerating statement
Release date: 29 Feb 2024 | Finance | Regenerate statement Invalid expenses can now be skipped automatically to help you choose valid expenses faster while regenerating a statement. When regenerating a statement: When all expenses are selected ...
[Finance] Adjust Discount when Regenerating Statements
Release Date: 12 May 2023 | Finance When regenerating Statements for the most recent period, you can now adjust owner discounts should they need correcting or removing. In the Modify Statement window, select the option 'Adjust Discount', just beneath ...
[Horse Notes] Trot Up and Blood Profile Notes now available in Lifetime View
Release Date: 12 May 2023 | Stable and Farm Management Both Trot Up and Blood Profile horse notes have been added to the Lifetime View. In Lifetime View, select the options to display Blood Profile and / or Trot Up Note, via the check boxes at the ...
[Trackwork] Various new features and usability improvements to Trackwork
Release Date: 12 April 2023 | Trackwork Various new features and usability improvements have been released to the Prism Trackwork feature. More easily link multiple horses A Link button has been added to the Work Schedule, allowing you to select two ...
[Reports] Add comments in Horse Task and Note Report
Release Date: 18 February 2022 | General Management, Breeding Management Subscribers to the Prism Stable & Farm Management and/or Breeding Management modules can now add comments on any horse Procedure, Task or Note, straight in the Horse Tasks & ...
Search Microchip Number in any horse search
Release Date: March 2023 In any horse search field you can now search for a microchip number or part of a microchip number. The horse search is available in: Horse Profiles Create Horse Notes Create Procedures Create Tasks Create Expenses
Share Horses, Owners, Ownership and Tasks with your suppliers
Released: 23 Feb 2023 | All modules Prism now offers the selective sharing of horses, owners, horse ownership and tasks with another business who is also a Prism subscriber. This feature is best suited to these two scenarios: A trainer sharing horses ...
[Finance] Send Direct Debit Requests only to owners responsible for paying invoices
12 December 2022 | New Feature | Finance When sending Direct Debit Requests to your owners, the request will now only be sent to owners with more than 0% share in a horse (meaning they are responsible for paying invoices). In the Send Direct Debit ...
[Finance] Group fees and expenses by category on invoices
12 December 2022 | New Feature | Finance Subscribers to the Prism Finance module can now elect to display all fees and expenses on Invoice Details, by Category. A Group by Category option has existed for some time to group fees and charges by ...
[Horse Notes] Customise Horse Blood Profile Note results
1 October 2022 | New Feature | Stable & Farm Management | Horse Notes You can now configure the list of possible results for Blood Profile Notes, and record results and description as a Horse Note. Navigate to Master Config. In the Horse Note Screen, ...
[Prism PLUS] Analytical Dashboards
09 August 2022 | New Feature | Prism PLUS Subscribers to Prism PLUS can now view several advanced analytical dashboards Communications Stable/Farm Operations Owners Finance Industry Benchmarks You must be logged in as your Prism Master Admin user ...
[Prism PLUS] Sync horses from your Prism portal to your E-Trakka account, and view key E-Trakka session data in Prism
If you are a subscriber to the Prism PLUS module, you can now synchronise all racehorses from your Prism account to your E-Trakka account. This saves double entry of horses and reduces ongoing management. You can also view key work session data ...
[Horse Notes] Record both AM and PM Horse Temperature Notes
08 September 2022 | Enhanced Feature | Stable & Farm Management | Horse Notes If you are subscribed to the Prism Stable or Farm Management module, you can record horse temperature notes along with various other notes (see Get Started with Horse ...
[Horse Notes] Record both AM and PM Temperature Notes on Prism PLUS apps
08 September 2022 | Enhanced Feature Prism PLUS If you are subscribed to the Prism Stable or Farm Management module, you can record horse temperature notes along with various other notes (see Get Started with Horse Notes). If you are also subscribed ...
[Horse Notes] Race Plan Note
09 August 2022 | Stable & Farm Management | Horse Notes Horse notes are for any ongoing items you wish to document and keep a record of relating to the horse. Trainers can now enter Race Plan Notes for each horse on a future race date, to help keep ...
[Prism PLUS] Maintain Feed & Supplement Schedule
09 August 2022 | New Feature | Prism PLUS Subscribers to Prism PLUS can now maintain a Feed and Supplements master list, and maintain a feeding schedule for each horse. This feature is ideal to digitise your feed schedule and ensure each horse ...
[Stable Management] Filter by Location & Status in Create Work Schedule
11 August 2022 | Enhanced Feature | Stable Management | Trackwork To more easily select horses when adding new trackwork to your stable's schedule, you can now first filter by Location and/or Status, before selecting your horse or horses. Create Work ...
[Finance] Improvement to Payment Note template
1 June 2022 | Enhanced Feature| Finance | Payments In the template of the Payment Note that appears on end of month Statements, you can now: insert the unique secure Direct Debit Authorisation link to encourage owners to authorise you to direct debit ...
Prism In-System Help now available
1 June 2022 | General Admin Prism's Support & Learning Centre is now available within your Prism Account. Click on the icon in the bottom right of your screen when logged into your Prism account. When the Help sidebar expands, you can switch ...
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