PRISM FINANCE, PRISM PAY AND XERO - Amazon Web Services
1. PRISM FINANCE, PRISM PAY AND XERO 3 1.1 SETTING UP THE PRISM FINANCE MODULE 4 1.2 ORGANISATION CONFIGURATION 6 1.3 TOP TWELVE TIPS AND TRICKS 8 2. SETTING UP XERO 10 2.1 XERO INTRODUCTION 10 2.2 DATA FLOW DIAGRAM 16 2.3 GETTING STARTED 17 2.4 XERO FAQ 17 2.5 ADDITIONAL XERO SUPPORT 18 3. OWNERSHIP SHARES 19 3.1 MANAGING OWNERS IN A HORSE 19 3.2 MANAGING THE HORSES OF AN OWNER 20 3.3 ADDING A NEW HORSE TO AN OWNER 21 3.4 ADDING A NEW OWNER TO A HORSE 23 3.5 ADDING OWNERSHIP FOR A NEW HORSE 24 3.6 APPROVING AN OWNERS HORSE ACCESS REQUEST 25 3.7 ADJUST OWNERSHIP SHARE 26 3.8 ARCHIVE THE OWNER 27 4. CONFIGURATION 28 4.1 TAX RATES 28 4.2 MANAGE CHART OF ACCOUNTS 33 5. EXPENSE RULES AND PRESETS 37 5.1 DEFINING DAILY RATES 37 5.2 CREATE RULES AND PRESETS 40 5.3 ADD NEW PROCEDURE RULE 41 5.4 ADD NEW TRANSPORT RULE 43 5.5 ADD NEW FARRIER RULE 44 5.6 ADD NEW DENTIST RULE 45 5.7 OTHER RULES 46 5.8 EDITING A RULE 47 5.9 DELETING A RULE 47 6. MANAGING TRANSACTIONS 48 6.1 CUSTOMISING YOUR TRANSACTION VIEW 50 6.2 FILTERING AND REORDERING 51 6.3 DAILY AUTO-ADD OF EXPENSES 52 6.4 DAILY AUTO-ADD OF DAY RATE CHARGES 53 6.5 ADDING A NEW SINGLE EXPENSE MANUALLY 56 6.6 ADDING A NEW GROUP EXPENSE MANUALLY 59 1
6.7 ADDING A NEW CUSTOM EXPENSE MANUALLY 62 6.8 ADDING A CREDIT NOTE FOR AN OWNER 66 6.9 ADDING A CREDIT NOTE VIA HORSE 67 6.10 ADDING EXPENSES FROM THE FLOATING ADD ANYWHERE BUTTON 68 6.11 SPLITTING AN EXPENSE 69 6.12 EDIT A TRANSACTION 70 6.13 DELETE AN EXPENSE 73 6.14 ATTACHING FILES TO A TRANSACTION 75 6.15 EXPORTING THE TRANSACTION LIST 76 6.16 VIEW HORSE EXPENSE 76 7. MANAGE OWNER ACCOUNT 77 7.1 VIEW OWNER ACCOUNT 78 7.2 VIEW STATEMENT CREATED 79 7.3 CREATE NEW OWNER ACCOUNT 80 7.4 EDIT OWNER ACCOUNT 83 7.5 OWNER COST 85 8. MANAGE SUPPLIER 86 8.1 SUPPLIER INFORMATION 87 8.2 ADD NEW SUPPLIER 88 8.3 EDIT A SUPPLIER 89 9. CREATE STATEMENT PROCESS 90 9.1 GET STARTED - SELECT STATEMENT DATE 91 9.2 STEP 1 - INCOMPLETE TASKS 92 9.3 STEP 2 – NO DAILY CHARGES ASSIGNED 93 9.4 STEP 3 – LACK OF OWNERSHIP 96 9.5 STEP 4: MISSING FIELDS 97 9.6 STEP 5: EXPENSES CONFIRMATION 99 9.7 STEP 6: OWNER SUMMARY AND REVERSALS 104 9.8 STEP 7: APPLY DISCOUNT 105 9.9 STEP 8: CREDIT NOTE 106 9.10 STEP 9: PREVIEW STATEMENT 107 9.11 STEP 10: REVIEW OWNER STATEMENTS 108 9.12 STEP 11: CREATE STATEMENT COMPLETE 109 10. REVIEW STATEMENT 111 10.1 FILTER STATEMENT PERIOD 112 10.2 SEND STATEMENT VIA EMAIL 113 10.3 VIEW STATEMENT 114 10.4 STATEMENT STRUCTURE 115 118 11. PAYMENT 2
1. PRISM FINANCE, PRISM PAY AND XERO As the world’s most advanced Stable management platform, Prism is constantly looking for new innovations and ways to enhance the productivity and efficiencies of the Racing industry. With our award winning platform now being used by a growing number of trainers, bloodstock agents, syndicators and owners, we have now added the Finance and Billing modules to supercharge the Prism offering. In line with its strive for absolute excellence, Prism has partnered with the worlds most advanced online finance and accounting package, Xero, to bring you a revolutionary new dimension to efficiently manage your stables expenses, invoicing, payments and overall management. The system works in two ways. Prism takes care of all Horses expenses, Owner splits, Invoice and Statement generation while Xero takes care of all of the core accounting functionality, including Ledgers, Trial Balance, Balance Sheets, Profit and Loss, Accounts Payable and Receivables. This manual shows you how to manage the expenses in your stable, assign the right account codes, generate invoices and statements as well being able to integrate with Xero for mainstream accounts management. 3
1.1 SETTING UP THE PRISM FINANCE MODULE To get up and running in the quickest way possible, there are several key steps in that you should go through in the following order to ensure you are all set up from the start. BETA FINANCE We strongly recommend trialing Prism Beta Finance system first with a demo Xero account first to ensure you are comfortable with the expense capture process and horse/owner allocation before progressing to live. This will ensure you are well versed with a dry-run month end before switching to live accounts. It also helps if you have been using the Prism system in a live environment before switching over your finance components To set up your Beta Account 1. Register your interest with Prism via support@prism.horse 2. You will then receive login details to Prism where you can follow instructions in here to and other Support docs to operate the system 3. Register for your free Xero Demo account here: https://www.xero.com/au/signup/ 4. Play with the two systems until you are ready to go live LIVE VERSION When setting up your live version, we recommend following these steps in this order to ensure you start with a clean slate and all expenses are captured correctly 1. 2. 3. 4. 5. 6. 7. 8. 9. Set up your Live Prism account by making the request to support@prism.horse Check and Add all Horses to your account Ensure that the Location – Status History is correct and up to date for each horse Check, Add and Update all Owners and ensure they are assigned to the Horses they own, with % and billing/account details as well as the relevant accounts per horse a. If there are outstanding balances from previous periods, you can add the Outstanding Balance to the Owners Account to ensure it carries over Register for your live Xero Account and transfer the relevant data (old accounts, chart of accounts, suppliers etc into that Xero account) from your existing account to Xero Back in Prism, go to Finance and click the Connect to Xero button, making sure you sync it to the right Xero account. If in doubt, open a new window and sign into the Xero account you intend to use Check your Tax Rates and Chart of Accounts, adding any new items you need Set up your Rules for Day Rates, Procedures, Transport, Farrier, Dentists and Other Rules, adding all charges you need to capture. Go to Organisation Config to set up your business information. 4
VIDEO TUTORIALS To assist in setting up your portal, please find a series of introductory videos to assist in getting you up and started. Please click on any of the video links below to see how to set up and use the Prism Finance Module. 1. Initial Configuration 2. Adding Owners and Discounts 3. Setting Up Suppliers 4. How to Configure Accounts Payable 5. Setting Up Day Rates 6. Creating Procedure and Transport Rules 7. Creating Farrier, Dentist and Other Rules 8. Adding Expenses Manually 9. Creating One Off Invoices 10. Using Credit Notes 11. Reviewing Transactions 12. Set Up the Invoice Template 13. Create Statement Process 14. Owner Billing, Payments and Reconciliation 5
1.2 ORGANISATION CONFIGURATION This section allows you to configure the information that will be provided in your Owner Statements. To add or update information, click on your profile at the top right of the screen, then select Organisation Config to edit the following: 6
Logo : you are able to upload logo to display in your statement. Click on to open the browse dialog then select your desired photo to have as logo. Recommendation size is 150 x 100. Company : Stable name or the name of the company invoicing your Owners ABN : ABN number of the Company Website : URL for your website Prefix and Statement ID: Set how you want your statement ID’s to be set Email, Mobile, Phone, Fax : Contact details Street, Suburb, Postcode, State, Country : Address details of the company Bank, Account Name, BSB and Account Number: Details for banks for direct EFT payments and for Prism Pay deposits to be made Due Date: Due date settings for invoices Sending Email option : Allows you to enable or disable the sending statements via email to your owners Attachment : Upload attachments you want to include in the statements that are sent to owners. Payment Note : Free text field where you can add any additional payment notifications, including payment terms, links to T&C’s and any other advice To view the look of the statement based on their settings, click Preview button. 7
1.3 TOP TWELVE TIPS AND TRICKS The Prism Finance Module is designed to enable you to better manage your stable, ensuring everything is captured and recharged correctly. If you use the system correctly each day, it will essentially run seamlessly in the background, saving you enormous amounts of time and costs. To ensure you get the most out of your Prism system, be sure to follow these Top Ten key tips and tricks. 1. Try it first in Beta – Although the system has designed to be intuitive to the racing industry, it is always good to start the beta system first. This will enable you to familiarise yourself with the interface and how it flows before switching to the live version. Please email support@prism.horse if you don’t have a login to your Beta testing account 2. Financial Advice - Prism does not provide financial advice or recommendations, so it is important you get the relevant financial advice around the set up of your accounts and the Prism Finance Portal. Prism should be seen as the platform to capture all horse related expenses and recharge them accordingly, however you need to ensure they are being allocated to the right areas and as such, we strongly encourage getting advice from your Accountant or financial advisor when setting it all up. 3. Ensure you set up your Chart of Accounts correctly – As Prism focuses on the capturing of horse expenses, recharging and invoicing, creating the correct chart of Accounts and mapping each expense is critical to being able to build your Finance reports (P&L, Balance Sheet etc) correctly. Think of Prism as the funnel to capture all costs and redirect them to your Accounting system, so be sure all costs are allocated correctly. 4. Accounts Payable Fields - Please note that the Accounts Payable section are NOT a required field and should only be used if you are looking to track costs and profitability of various expense lines. It should also only be used where you and the supplier have a set price arrangement and the supplier provides a fixed price every time. Please make sure you speak to your Accountant or Financial Advisor when setting up all fields and rules. 5. Always check and revise your Ownership Splits – Be sure to always double check the ownership splits and make sure that whenever a transfer of ownership or sale of horse happens, that you adjust the split to the correct date. Don’t leave it and try to retrospectively apply the change. 6. Ensure the Rules and Costs that you set are fully complete – By setting up all of your costs and accounts first, you will enable more accurate cost capturing that will enable Prism to automatically build your recharges and expenses on a daily basis. By doing this correctly, you will be able to capture your costs by simply completing tasks on your Web portal or Apps, saving you time and money re-entering this data at the end of the month. 7. Ensure every horse has a Location and Status assigned for every day – To ensure you don’t miss any day rate charges, be sure to always review your horse’s status and location. That way you can always make adjustments whenever there is a horse that hasn’t been moved in the system 8. Double check Movements before marking them complete – When implementing a change to the Location/Status of a horse or when moving a horse to a new location 8
or status, triple check the accuracy of the destination and the date as this will affect your day charges for that horse once this is complete. Be sure also to make these changes on the day they happen to ensure everything is captured accurately 9. Check and update your Activity daily – With Prism Daily dashboard, you can now see everything that has happened each day. By taking 5 minutes each morning or night to review and update the system for tasks, you will be able to accurately capture your costs each day and save yourself huge amounts of admin time, money and headaches at the end of each month. 10. Limit the number of staff who can implement changes – The more staff who can update the system, the bigger the change for data errors. Try and limit the responsibility of your staff to and the access of Staff to the Finance Module and also the Tasks for completion as these will impact the charge outs 11. Follow the end of month wizard carefully – The Prism Statement Wizard was built as the last chance for you to rectify any issues or charges that may have been missed. If you have followed the tips above, you will find that the number of items in here will be reduced. Be sure to tick and approve all costs before you create the statement to ensure everything is charged 12. Don’t panic – The Prism Finance system is set up to be foolproof, allowing you to always review, update and adjust tasks and costs before committing to invoicing. The system will also enable you to build your rules and accounts intuitively over time, ensuring that nothing ever gets missed. If you get stuck, we can always provide assistance, including the ability to roll back any issues or mistakes that have been made – be sure to email finsupport@prism.horse if you have any problems. 9
2. SETTING UP XERO 2.1 XERO INTRODUCTION Prism has chosen Xero as its Finance partner quite simply because they are recognised as the best online accounting system in world. It is simple and easy to use, cheap but powerful and also able to be integrated to a wide variety of third party add-on’s. After Statement synchronisation, all transactions are pushed to Xero with invoices and payable items are imported based on the accounts you defined to charge the amount to and the tax rate applied. Prism is essentially capturing all horse costs, creating the statements and billing the owners while also funneling each expense to the relevant Account Codes to enable future reporting via Xero (ie., P&L, BAS, Payroll) INVOICES Invoices are created based on owner’s account, including horses and ownership share. Invoices includes all expenses captured per each horse they Own and assigned on % Ownership. In Prism, each of the invoices are itemised and highlighted with a Statement cover sheet highlighting the total cost. 10
ACCOUNTS RECEIVABLE 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 be automatically reconciled against Prism and Xero. Where there is a bank to bank transfer, Cheque or Cash, you can manually mark as paid in either Prism or Xero and they will update both systems. 11
ACCOUNTS PAYABLE By contrast, the payable items will go to Bill item in Xero for each supplier. Normally, the bill is the group of expenses which have the same reference number. If that number was not defined, it will create a separate bill in Xero. Here is an example of a bill in Xero: 12
The same as invoicing, Xero will determine where to place expenses based on the inputs you provide relating to tax rates and account codes, thus reinforcing the importance of ensuring your have the right details in Prism to direct all revenue and expenses. The created bills will go to Account Payable as below: Prism will feed Xero the key Horses Expenses and Owner revenue, with all other expenses and items captured directly in Xero; including BAS Reporting, Payroll, Leave, Accounts Receivable, Accounts Payable, Balance Sheet, Ledger Accounts and Profit and Loss. Key samples with imported data is highlighted below. 13
GENERAL LEDGER TRIAL BALANCE 14
BALANCE SHEET PROFIT AND LOSS 15
2.2 DATA FLOW DIAGRAM Outlined below are the key integration points between Prism and Xero to provide a better understanding of how the systems interacts and how data flows between them. 16
2.3 GETTING STARTED Integrating with your Xero account is super simple. Once you have your Prism and Xero accounts set up, you can follow the steps below to connect the two systems together. 1. Go to the Finance tab in the top navigation bar of Prism 2. Click the Connect to Xero button on the right hand side 3. You will then see a pop up asking you to confirm that you wish to connect your Xero account to Prism 4. After clicking OK, you will then be taken to the Xero login page 5. Login to your Xero account and then Authorise the Prism Integration 6. Once Authorised you will then be taken back to the Prism Finance page where you will see your Organisations name under the Xero logo 7. All of you key information will be now synced to Prism, including Tax Rates, Chart of Accounts, Owners and Suppliers You can then update all data between Prism and Xero by clicking the green Sync button underneath your Xero Account ID in the Finance Module at any time. When running your statement run at the end of the month, you will then be able to sync all invoices and expenses to Xero at the end of the Statement Wizard. 2.4 XERO FAQ Do I have to use Xero? What about other system like MYOB and Quickbooks? Prism is set up to enable you to export the relevant information as required and manually import those files to whatever system you need to run, however it is a designed and built with Xero integration to ensure a seamless process Can I link more than one Xero Account? No, you can only link one Xero account to one Prism Account. What if I link the wrong account? How do I fix this and add a different account? To unlink a Xero account, please email finsupport@prism.horse and we will be able to assist Do you sync and reconcile payments made in Prism or Xero? Yes, depending on the payment method, all payments are reconciled. For more information on this, please see this video on Reconciliation: https://www.youtube.com/watch?v JWjkj2rrc2k Can I add non horse related expenses to Prism like internet, rent etc? Yes you can. To do this, make sure you don’t allow cate the expense to a horse 17
How do I use the Accounts Payable function? Accounts Payable is not a required field and should only be used if you are looking to track costs and profitability of various expense lines. It should also only be used where you and the supplier have a set price arrangement and the supplier provides a fixed price every time. When adding Accounts Payable in Prism, it will then create a Bill in Xero. Please make sure you speak to your Accountant or Financial Advisor when setting up all fields and rules. For more information, see this video tutorial: https://www.youtube.com/watch?v ZIL5qcC7tIc&t 32s Does Prism do financial reporting such as BAS, P&L? No, all financial reports are handled via Xero. Prism will provide expense information against suppliers, owners and horses, however the bulk of the core accounting is handled by Xero. Does Prism handle Payroll? No, Xero will handle all payroll requirements. Are invoices handled by Prism or Xero? Both. Invoices are created and sent out from Prism to your Owners and then synced to Xero at the end of the Statement run for reconciliation and reporting purposes. You can vie wthe Invocie creation process here: https://www.youtube.com/watch?v l2G hpP3HPg&t 11s 2.5 ADDITIONAL XERO SUPPORT In addition to this system manual, you can also access Xero’s extensive online library to assist you in getting the most out of your Prism/Xero package. Key sections can be found below: Xero Demo Getting Started with Xero Tax Rates Chart of Accounts Accounting Functions Credit note Contacts Reports Billable expenses Reconciling Transactions Payroll For assistance in setting up your Xero account or bringing across your old data, please don’t hesitate to email finsupport@prism.horse . 18
3. OWNERSHIP SHARES 3.1 MANAGING OWNERS IN A HORSE Accurately recording and managing the Owners in a horse is a critical to ensuring you are providing accurate billing and invoicing details. As a Trainer, you can manage the listed owners of a horse as per the following: 1. Click Horse in the top navigation to see the list of the horses in the stable. 2. Select a horse you want to view from the list on the left hand site 3. In Profile tab, scroll down to the OWNERS section where there are 4 tabs: a. CURRENT : contains all current owners who have % share on the horse. b. OTHERS : includes all the potential owners that do not have % share on the horse or are interested parties who may need to be kept updated on the horse c. PREVIOUS : owners who previously had a share in the horse d. TRANSACTION HISTORY : shows the history of any changes in ownership 19
3.2 MANAGING THE HORSES OF AN OWNER You can also manage Ownership shares through the OWNER portal. 1. Click Owner in the top navigation to and view the list of owners you have 2. Select the owner in the list. 3. In Profile tab, scroll down to view HORSE ACCESSIBILITY and OTHER HORSES sections. a. HORSE ACCESSIBILITY : this is the current horse list of the owner in which the owner has ownership share in the horses. b. AWAITING APPROVAL : this includes the horses that the owner is requesting to access. c. OTHER HORSES : this includes the horses that the owner has no ownership share in. 20
3.3 ADDING A NEW HORSE TO AN OWNER To add a Horse to an Owner, follow the instructions below: 1. From Owner page, select the owner in the list 2. Next to HORSE ACCESSIBILITY , click Add Horse Access button 3. Edit Horse Ownership dialog opens and allows you to adjust the ownership share 4. Select Horse from the drop down list 5. Input the % share and optional note and then click Add 6. Shares MUST add up to 100%, so you will need to adjust the shareholding as required through adding Owners or adjusting existing shareholdings to ensure the allocated amount equals 100% 7. Click Save to finish the process Note : - The Adjustment Date is the date of Sale. Purchase and billing dates for the new owner will be ‘ 1 day’ from that date. - You can add a horse to an owner without a share (0% share in a horse). If you add an Owner with 0%, the horse will be added to the OTHER HORSES section in that owner profile. - If you add a horse to an owner with a share, the horse will be saved in HORSE ACCESSIBILITY section. - In case you want to move a horse from OTHER HORSES section to the CURRENT , you need to repeat above steps again with some share input for step 5. - When adjust the ownership share of the horse, the transaction will be recorded to TRANSACTION HISTORY tab by Adjustment Date plus 1. - The ‘edit horse ownership’ form will only allow you to save if total allocated ownership is 0% or 100%. If you are not sure how to allocate complete 100% share, you can leave all owners’ share at 0% to save the form. 21
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3.4 ADDING A NEW OWNER TO A HORSE You can also add an Owner to a Horse’s profile from the Horse Module 1. From Horse page, select the horse you want to update 2. Next to OWNERS section, click Edit Ownership button. 3. Edit Horse Ownership dialog opens and allows you to adjust the ownership share. 4. Type in the name in Owner box to start the search and select the owner you want to add to the Horse from the suggestion list. 5. Input the % share for that Owner, optional note and then click Add 6. Shares MUST add up to 100%, so you will need to adjust the shareholding as required through adding Owners or adjusting existing shareholdings to ensure the allocated amount equals 100% 7. Make sure all shares are allocated and click Save to finish. Note: - In step 4, if you can’t find the owner in the suggestion box, you can add new owner right on the screen. Hit “ ” icon then Add New Owner dialog opens, follow the steps to add new owner to the system. - The Adjustment Date is the date of Sale. Purchase and billing dates for the new owner will be ‘ 1 day’ from that date. - You can add an owner to a horse with no share. The owner will be added to OTHERS tab of the horse’s OWNER section. - An owner with a share will be shown in CURRENT tab of the horse’s OWNER section. - In case you want to move an owner of the horse from OTHERS tab to CURRENT tab, please repeat Steps 1 to step 6 above and input share number in step 5. - In case you adjust the ownership share of the horse, the transaction will be recorded to TRANSACTION HISTORY tab by Adjustment Date plus 1. - The ‘edit horse ownership’ form will only allow you to save if total allocated ownership is 0% or 100%. If you are not sure how to allocate complete 100% share, you can leave all owners’ share at 0% to save the form. 23
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3.5 ADDING OWNERSHIP FOR A NEW HORSE When a new horse arrives the stable, you need to add them to Prism and allocate ownership for the horse right away to make sure all costs for the horse are covered. 1. From Horse Page, click on New Horse button on the top right of the page 2. Create Horse dialog box opens 3. Provide all information for the new horse on the top part: Name, Sire, Dam, Location, Status, Barn, Box, Origin, Color, Foaled Date, Sex, Racing Color 4. Add owners to the horse sequentially: Add name, % share, note (optional) then click Add . 5. Repeat step 4 as many time as you want until you add all owners 6. Make sure all 100% share allocated fully, click Create to finish Note : - When adding a Horse for the first time, you should also provide the arrival date of the horse. This date is used to create a record in the Location History and will enable you to start calculating the daily charges for the horse. - If this instance is the first time you have added an ownership share to a horse, purchase and billing dates for a horse’s owner will be calculated from the ‘Adjustment Date’. 25
3.6 APPROVING AN OWNERS HORSE ACCESS REQUEST Owners will sometimes request access to horses in your stable if they are Owners of that horse. Once they send the request, you will receive a notification advising of the request. Click on the notification to see the request or view all Requests via the following: 1. Go to Owner page. 2. Under the search box in the left, filter the owner list by status “ Awaiting Approval ”, with the awaiting owners then listed in the screen 3. Select each owner to view their request. The Horse they requested will be in the AWAITING APPROVAL section 4. You will then need to Approve or Reject the request using the buttons in the Action column 5. Once you approve, Edit Horse Ownership dialog will then appear and you can provide the % share for the owner. 6. If you cancel the screen, the owner is added to the horse as an interested party (Go to OTHERS tab in Owners section of the horse. 26
3.7 ADJUST OWNERSHIP SHARE During the Horses career, there will be times when you need to adjust the shares amongst the Owners, either when one sells to another or a new one comes in and the shares need to be adjusted. To do that, do the following: 1. Go to Horse page 2. Select the horse you want to update from the list on the left hand side. 3. Next to Owner section, click Edit Ownership button, Edit Horse Ownership dialog will be shown. 4. All the current owners of the horse will be displayed. Add the adjustment date (the apply date for the change), review and adjust the shares as required, ensuring you keep the total to 100% allocated. 5. Click Save to finish the process. Note : - The Adjustment Date is the date of Sale. Purchase and billing date will be plus one day from that date. - If the share of owner(s) changes to 0% after the adjustment, the owner will be moved to OTHERS tab of the horse’s OWNER section. - You can’t see the owners with 0% share of the horse in Edit Horse Ownership dialog. But you can input their name in this dialog, provide number of share and add them as current owners of the horse. - The transaction will be recorded to TRANSACTION HISTORY tab by Adjustment Date plus 1. - If this occasion is the first time you have added an ownership share to a horse, purchase and billing dates for a horse’s owner will be calculated from the ‘Adjustment Date’. 27
3.8 ARCHIVE THE OWNER If you wish to remove an owner from a horse, you can archive the owner to ensure you maintain the transaction history of the horse When you archive an owner, it means the horse will stay in their list as an archived horse. But the owner won’t be able to receive your updates about the horse in the future. 1. Go to the Horse Page, select the horse that you want to make the update. 2. Check Owners section, review the owner list in CURRENT or OTHERS tab and for the owner you intend to make the change. 3. In the Action column, there are two options for the owner, click on Move to Previous A dialog confirmation shows if the owner still has some share in the horse. 4. Go with Adjust Shareholding option, it will open E dit Horse Ownership dialog and follow the prompts, making sure you remove all of their shares and reallocated them to other Owners, ensuring the total remain at 100%. 5. Then click Save . You then can view the owner in the PREVIOUS tab with their transaction history. From the view of the owner, once they log in the system, the horse is listed in their Archived horse list. They are able to view horse profile, racing information and statistics but no other media. 28
4. CONFIGURATION Configuring your Prism and Xero accounts is the first step to improved stable management via the Prism Finance module. Every single expense going forward should have a Tax Rate and an Account assigned to it, whether it be in your Rules set up or when you are manually adding a single expense or group of expenses. Setting this up correctly first time ensures all expenses captured in Prism are correctly allocated into Xero to enable you to run your standard accounting reports and ledgers, including balance sheets, profit and loss, accounts receivable etc. By setting up the Rates, Ac
1. prism finance, prism pay and xero 3 1.1 setting up the prism finance module 4 1.2 organisation configuration 6 1.3 top twelve tips and tricks 8 2. setting up xero 10 2.1 xero introduction 10 2.2 data flow diagram 16 2.3 getting started 17 2.4 xero faq 17 2.5 additional xero support 18 3. ownership shares 19 3.1 managing owners in a horse 19
Prism Version History Prism 1 – June 2008 – WPF Only Prism 2 – Feb 2009 – Added support for Silverlight 3 Prism 2.1 – October 2009 – Minor update Prism 2.2 – July 2010 – Updated for .NET 4 / Silverlight 4 Prism 4 – October 2010 – MVVM / MEF / Navigation added
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Solution a) Volume of a right rectangular prism area of rectangular base height of prism Volume of a right rectangular prism (length width) height V l w h V 2 3 4 V 24 The volume of the right rectangular prism is 24 cm3. b) A cube is also a right rectangular prism. Volume o
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9-2 Volume of Prisms and Cylinders Find how many cubes the prism holds. Then give the prism’s volume. You can find the volume of this prism by counting how many cubes tall, long, and wide the prism is and then multiplying. 2 · 4 · 3 24 There are 24 cubes in the prism, so the volume is 24 cubic units.
The PRISM project has been (and the PRISM team now is) a driving force and has put Europe in the loop for long-awaited community-wide convergence on basic standards in ES modelling. 2.2 Overview of the existing PRISM tools and standards The PRISM infrastructure is a collection of software tools designed to help configure, execute and analyse
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