Self Paced Training Guide - Starter 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 Starter 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 - 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

Expense Processing/Recurring Expense Processing

  1. Vendor Master
  2. Expenses - Enter Expenses
  3. Expenses - Reverse a Posted Expense
  4. Expenses - Maintain Recurring Expenses
  5. Expenses - Process Recurring Expenses

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

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