Foundational classes

Prisma Finance receivables (client billing) - This session is for finance teams that will cover how to generate and release client bills, reverse, including billing scenarios. Learn how to request online reporting in Prisma Finance.

This class covers; 

• Prisma Finance overview
• Listing estimates pushed from Buyer workflow
• Generate/ release:
  • a client bill
  • reverse released client bill
  • work with pre-bill (manual bill)
• Billing configuration scenarios
• Online reporting

Prisma Finance account payable (clearance) - This session is for finance teams that will cover payable scenarios, including working with vendor payments and reversals. Learn how to request online reporting from an AP perspective

This class covers;  

• Prisma Finance overview
• Payable scenarios
  • Recommended for payment tab
  • All vendor invoices
  • All payments
  • Payment reversals
  • Online reporting