How Existing users can transition onto our Bank Reconciliation

For existing Arthur users the transition to our Bank Reconciliation is very easy.

Before Setting it up: We recommend that our users complete all charges, payments and balances up to a given date of their choosing to make sure the system is fresh for the new bank reconciliation to begin on that chosen date.

Setting it up: Follow these guides the same way. Remember: Set the conversion date as the day after the chosen date. Put the balance as it was at the end of the chosen day.

https://www.arthuronline.co.uk/knowledgebase/how-to-set-up-a-bank-balance/

Depending on if you would like to…

• Use a Live Feed to automatically retrieve your bank statement: https://www.arthuronline.co.uk/knowledgebase/how-to-set-up-your-live-bank-feed-using-arthur/
• Use a CSV import to generate your bank statement: https://www.arthuronline.co.uk/knowledgebase/how-to-import-a-bank-statement/

Post Set-up: Use it straight away.