Account
Account Configuration Overview in Horizon
Purpose
This article provides guidance on configuring and maintaining Account Settings in the Horizon platform, including Account Status, Contract Type, Contract Status, Share Types, and Payment Terms. These settings define operational and financial classifications for accounts across the system.
Accessing Account Configuration
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Navigate to More β System β Account in the Horizon top navigation bar.
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The Account Configuration page displays multiple data sections for managing account-related parameters.
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Use the + Add buttons to create new records, or the Edit (βοΈ) and Delete (ποΈ) icons to modify or remove existing entries.
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Click Export to Excel to download configuration data for review or auditing.
Sections Overview
1. Account Status
Defines the operational state of an account within Horizon.
Statuses help categorize whether an account is active, on hold, or expired.
| System Type / Name / Description | Defines the account status type (e.g., Active, Hold, Inactive, Expired). |
| System Category / Category Description | Optional grouping or classification. |
| Color | Assigns a visual indicator for quick status identification. |
| Mobile Sync | Indicates whether this status syncs with mobile systems. |
| Inactive | Marks the record as inactive if itβs no longer in use. |
Common Values:
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Active
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Hold
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Inactive
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Expired
2. Contract Type
Defines categories of account contracts used for billing and operational purposes.
| System Type / Name / Description | Describes the type of contract (e.g., Fractional, Charter, Training). |
| System Category / Category Name | Groups contract types under broader operational categories. |
| Category Description | Provides a readable explanation of the category. |
| Account Code RT / OW | Designates accounting or reporting codes for round-trip and one-way operations. |
| Inactive | Deactivates unused contract types. |
Examples:
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Fractional β Great Lakes β E50P
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Charter β AdHoc
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EMBARK CL35 β Upper Midwest
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Training
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Light
3. Contract Status
Defines the lifecycle state of a contract associated with an account.
| System Type / Name / Description | Defines contract phase or condition. |
| System Category / Category Name | Optional grouping for similar statuses. |
| Category Description | Free-text description of the contract status. |
| Color / Mobile Sync | Allows color coding and mobile synchronization. |
Common Values:
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Active
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Suspended
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Inactive
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Demo
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Expired
4. Share Types
Defines fractional ownership or share size for accounts participating in ownership programs.
| Share Type | Fractional label for ownership (e.g., 1/2, 1/4, 3/4). |
| Share Size | Decimal representation of share (e.g., 0.5 for 1/2). |
| Number of Shares | Total number of available shares at that level. |
| First Part / Second Part | Internal allocation identifiers used for reporting. |
Examples:
| Share Type | Share Size | Number of Shares | First Part | Second Part |
|---|---|---|---|---|
| 1/2 | 0.5 | 8 | 1 | 2 |
| 1/4 | 0.25 | 4 | 1 | 4 |
| 3/4 | 0.75 | 12 | 3 | 4 |
| 1/8 | 0.125 | 2 | 1 | 8 |
5. Payment Term
Specifies available payment conditions and due date rules for accounts.
| System Type / Name / Description | Defines payment term (e.g., Net 30, Due Upon Receipt). |
| System Category / Category Name / Description | Categorization and description of payment term. |
| Color / Mobile Sync / Inactive | Optional display and sync settings. |
Note:
If no payment terms are listed, use + Add Payment Term to create a new entry.
Best Practices
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Regularly review Account Status and Contract Status to ensure operational consistency.
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Use clear, standardized naming for all configuration values.
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Keep obsolete entries marked as Inactive instead of deleting them to preserve historical data.
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Export configurations before performing bulk updates.
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Only administrators should modify or delete records to prevent disruption of account workflows.
Summary
The Account Configuration section in Horizon centralizes the management of all account-related classifications β including operational status, contract structure, ownership shares, and payment terms.
Proper configuration ensures consistent data handling across modules like Accounts, Trips, and Billing.
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