We strive to make Arthur as user-friendly as possible. But, it is a large system so here are three steps we recommend you complete when you first start. Note Do not do your set up on the companion app
Defining your management type in Arthur is a fundamental step to ensure that your set-up reflects your business. This is particularly important if you intend to integrate with cloud accounting software later on. To identify your management type, you must define your “Default tenancy rent transaction type”. There are two different rent transaction types:
If your business is a mixture of both types (i.e. sometimes rent is considered income, other times liability), set your default to the most common type.
If your business manages multiple distinct portfolios, that are not part of an agency, you can set up Arthur in two ways shown below. Which one of the below is preferred is dictated to by the client’s accounting needs.
Click here to see how to set your default business position
When adding a property in Arthur, you are creating the asset which contains your rentable unit(s) – not the space being rented. You will either be adding a:
Click here to see how to add your properties and units
Once the property and unit(s) have been added, you are ready to create your tenancy. The tenancy is a digital reflection of the agreement that you have with your tenant(s). Therefore, we recommend you have your tenancy agreement, or license, close to hand when completing this.
Click here to see how to add a new tenancy to your unit
Now you have carried out the first basic steps, we recommend you schedule a shared screen tutorial with a member of our team. Before doing this it is worth considering the below “Things to think about!” and “Additional services to consider” to help you on your way
We recommend you think about the following questions before your tutorial.
Our support staff are ready to help with any technical issues.
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