Self Paced Training Guide - Enterprise Level

Welcome to the Horizon Family!

Starter Level is for agencies who track basic client information, income and expenses. Enterprise Level is designed to track basic client information, income and expenses and print checks from the system. This self-paced Training Guide outlines the general steps to start working in Stratus Rep Payee for the Enterprise Level.  If you would like on-site or off-site virtual training, please contact Horizon for a quote. 

Site Review

  1. Recommended Internet Browser Settings
  2. Accessing Your Cloud
  3. Dashboard
  4. General Site Navigation Tips 
  5. Users - Credential Setup
  6. Change Your Password

Add New Client/Modify Client Information

  1. Client Master - Add a New Client
  2. Client Master - Types of Client Information
  3. Client Master - Enter Client Information
  4. Client Master - Add Pay Group
  5. Client Master - Add Tracking Items
  6. Client Master - Work with Attachments

Income Processing/Recurring Income Processing

  1. Income - Enter Income
  2. Income - Reverse a Posted Income
  3. Income - Maintain Recurring Income
  4. Income - Process Recurring Income
  5. Import Income Entries from a Bank File

Expense Processing/Recurring Expense Processing

  1. Vendor Master
  2. Expenses - Enter Expenses
  3. Expenses - Enter Non-AP Expense
  4. Expenses - Cancel an Unpaid Expense
  5. Expenses - Maintain Recurring Expenses
  6. Expenses - Process Recurring Expenses
  7. Expenses - Import Expense Entries

Check Processing and Checkbook Activities

  1. Select Expenses to Pay
  2. Send One Recurring Expense to the Edit Grid
  3. Pre-Check Writing Report
  4. Check Processing Wizard - Print Checks
  5. Check Processing Wizard for a Multiple Check Book Check Run
  6. Fix Incorrect Checks During Check Processing
  7. Check Book - Void a Check
  8. Check Book - View Detail
  9. Check Book Master - Change Check/Electronic Numbers
  10. Client Master - Setup an Individual Check Book
  11. Check Book Reconciliation

Reports and Lists

  1. Client Balance Summary Report
  2. Client Balance Sheet
  3. Client Statements
  4. Transaction Code Detail Report - By Client
  5. Transaction Code Detail Report - By Code
  6. Transaction Code Detail Report - By Type
  7. Review all available lists on the List Menu from the Table of Contents
  8. Review all available reports on the Reports Menu from the Table of Contents

5/2023

NEED MORE HELP?  Submit a ticket to the Help Desk or call (814) 535-7810 or (800) 889-3388