Release Notes
[New Feature] Owner Notifications | Send Arrival or Departure Notifications to Owners
Subscribers to the Prism Communications and Management modules can now notify owners of their horses' arrival to, or departure from, a location. To enable this feature 1. Login under your Prism portal's master account and navigate to Arrival & ...
[Improvement] Procedures | Create procedures and immediately mark as complete
When adding a Procedure that has already been completed, you can now set the Procedure Status to "Completed" from within the Create Procedure window. This avoids the second step to mark the procedure as complete, if you are entering the procedure ...
[Improvement] Direct Debit | Owners' bank accounts can now be direct debited, all within Prism
We are pleased to announce that owners can now provide their bank details to be charged amounts due, if they authorise direct debit. This is in addition to the existing credit card direct debit feature. On the Direct Debit Request form that can be ...
[Improvement] Finance | Customer refunds and overpayments recorded in Xero now synchronise with Prism
Customer Refunds and Customer Overpayments processed in Xero now sychronise into Prism to maintain and accurate Debtor's balance. In Xero, you can process a refund to an Owner (Customer in Xero), when either one of the two events occur. If an owner ...
[Improvement] Finance | Enable pushing of credit notes from Prism to Xero
Previously, any Credit Notes raised in Prism would only synchronise to Xero upon running the month end statement process in Prism. We have now enabled an option to push these Credit Notes to Xero immediately, should you prefer that to occur. Our ...
[Improvement] Finance | Statement email and Overdue Reminder email default text
You can now setup and maintain default texts for your Statement Emails and Overdue Reminder Emails. This is in addition to the default text in the Payment Notes section of your Statements. Go to Organisation Config. At the bottom of the Organisation ...
[New Feature] Finance | Quick Share Sale Invoices
To benefit Trainers and Syndicators invoicing owners for share sales, we have implemented a "Quick Share Sale Invoices" feature, or "Quick Invoices" for short. Go to Finance > Add Invoice > Quick Invoice (instead of Single Invoice) The Add Quick ...
[Improvement] Management | New Horse Owner reports
You can now run a report to conveniently list all Owners of each Horse, or all Horses of each Owner. Go to Reports > Horse Owner Extract. Select either Owners by Horse, or Horses by Owner Either report can be exported to a CSV file (and therefore ...
[Improvement] Finance | Direct Debit Request form improvement
We have modified the disclaimer at the bottom of the Direct Debit Request Form to: improve format; provide a link to Thoroughbred Payments' Terms and Conditions; notify that transactions will appear as payments to Thoroughbred Payments, collecting on ...
[Improvement] Management | Last Purchased and Last Sold dates now included in owner export
23 October 2019 | Prism Management In the horse ownership export file (.csv or email), the Last Purchase and Last Sold dates are now included.
[Improvement] Finance | Exclude blank statements during month end processing
23 October 2019 | Prism Finance In some monthly cycles, there are no transactions to invoice an Owner. When running the month end wizard you can now choose to exclude Statements without new transactions and prevent those blank Statements from being ...
[New Feature] Finance | Review a Debtor's balance by Horse
23 October 2019 | Prism Finance You can now view the amount owed by each owner, for each horse. Go to the Finance Account of the Owner, and then the BALANCE tab.
[New Feature] Finance | Direct Debit your owners, all within Prism Finance
23 October 2019 | Prism Finance | Thoroughbred Payments 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 to charge those Owners on the date payment is ...
[New Feature] Finance | Send payment overdue reminders to your owners
03 October 2019 | Prism Finance You can now send an owner or multiple owners a reminder on overdue accounts. This affords you the chance to remind owner(s) at any time, in addition to the normal Statements sent. In the Finance Dashboard, display ...
[Improvement] Horse Profiles | Display thumbnails for Horse Brand, Silks and Horse ID
18 September 2019 | Prism Management You can now upload an image from your computer to these fields on the Horse Profile, and a thumbnail image will be displayed for quick reference.
[Improvement] Trackwork | Display horse number in the Trackwork schedule
16 September 2019 | Prism Management The number of horses scheduled for work on the selected day is now shown in the Horses column header.
[Improvement] Owner Profile | Display Nett Ownership Score & record User ID
16 September 2019 | Prism Management To provide more insight into your customers and to help manage horse and breeding registrations, there are a few new fields on the Owner Profile. Nett Ownership Score This is effectively a calculation of ...
[Improvement] Owner Profile | Display Archived Horses section
31 August 2019 | Prism Management Archived Horses are now removed from the Horse Accessibility section of the Owner Profile. Instead, they appear further down the page for historical reference, without complicating current horses owned.