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Dear Client,

We thank you for taking the time to visit Arthur. Your answers provide us an insight into your portfolio assisting us to help you in getting started using Arthur. Before proceeding please download your app by searching for Arthuronline on the app stores or clicking on the links below.

Whilst you are using Arthur please feel free to ask for any help advise from the online chat online chat. Our office hours are Monday-Friday 9.00 am until 5.30 pm. Any questions asked after office hours will be replied to by next working day. Alternatively our office number is +44207 112 4860 if you wish to talk further.

This set up guide is simply a starting point. We ask you to use the desktop version for the purpose of getting going. You may also find that within many of the links that there is a mobile app component to the knowledgebase answers. We are consistently upgrading the knowledgebase answers to include a mobile component

 


Inviting members of your management team

It would be worthwhile inviting members of your team so that they are logged into the system early so they can download the app and start to interrogate the data.


General scenario - Adding properties and units

When adding a property in Arthur you are creating the asset which contains your rent-able unit/s. This asset could be;

  • Land on which the house (rent-able unit) sits
  • Block in which the flat/s (rent-able unit) sits
  • House/flat in which the rooms (rent-able unit) sit

*This shows for illustrative purposes residential units but the same applies to commercial units

The first thing is to add your properties and there underlying rent-able unit/s. As you own a mixture of single lets and multiple lets,  your set up will be slightly different in each case. Please note if you own flats in a block but you do not manage the block (underlying property asset) then set the flats up as single unit properties.


Rent 2 rent scenario only - Adding properties and units

When adding a property in Arthur you are creating the asset which contains your rent-able unit/s. This asset could be;

  • Land on which the house (rent-able unit) sits
  • Block in which the flat/s (rent-able unit) sits
  • House/flat in which the rooms (rent-able unit) sit

*This shows for illustrative purposes residential units but the same applies to commercial units

The first thing is to add your properties and there underlying rent-able unit/s. CHANGE APPROPRIATELY: As you own multiple lets,  your set up will be the same in each case. Please note if you own flats in a block but you do not manage the block (underlying property asset) then set the flats up as single unit properties.

When you are creating the property, be sure that you enter yourself as the owner of the property/units.


Adding your tenancies (this is for everyone)

The next stage is to add  your tenancies to your rent-able units. There are many places within Arthur to add your tenancy to the unit. The link below will show you how. But first I have also include a link to understanding the tenancy status which I would like you to look at first as this is very important in your journey with Arthur.

At this stage you are not ready to invite your tenants we will cover this later.


Self managing - setting up your tenancy financials as a xero user (Type of management and if Xero user)

There are two things to do at this point. The first is set up your rent collection bank details and the second is to set a default code for rent collection. As you have indicated you are will be using Xero you will be using “Direct rent” when setting rent collections for tenancies you are managing. To set the default collection to “Direct Rent” see the second link.


Managing for 3rd party - setting up your tenancy financials as a xero user

There are two things to do at this point. The first is set up your rent collection bank details and the second is to set a default code for rent collection. As you have indicated you will be using Xero you will be using “rent charge” when setting rent collections for tenancies you are managing.


Self managing, Managing for third parties and Rent2Rent - setting up your tenancy financials as a xero user

There are two things to do at this point. The first is set up your rent collection bank details and the second is to set a default code for rent collection. As you have indicated you will be using Xero, you will be using “Direct rent” when setting rent collections for tenancies you are managing for yourself, including Rent2Rent tenancies. You will be using “rent charge” when setting rent collections for tenancies you are managing on behalf of other landlords.


Rent 2 rent - setting up your tenancy financials (Xero users)

There are two things to do at this point. The first is set up your rent collection bank details and the second is to set a default code for rent collection. As you have indicated you are will be using Xero you will be using “Direct rent” when setting rent collections for tenancies you are managing. To set the default collection to “Direct Rent” see the second link.


Setting up your tenancy financials (Arthur only -NO XERO) (This applies to every type of management)

There are two things to do at this point. The first is set up your rent collection bank details and the second is to set a default code for rent collection. As you have indicated you are will not be using Xero you will be using “rent charge” when setting rent collections for tenancies you are managing.


Handling Rent 2 Rent financials in Xero

The general overview for this is we would collect the rents in Arthur, but when we are paying the true owner, we would pay them in Xero.  See the link below to understand how to achieve this.


Setting up your financials to handle multiple tenants on housing benefit (check tenants type)

Arthur allows you to set up any number of recurring rent collections in a tenancy ensuring that Arthur matches what you receive in your bank.


Inviting your agent - check if using one

As you use agents to source your tenants, invite the agent to your account. This allows you to make the available unit accessible to the agent so they can:

  • Add viewings
  • Add documents
  • Access document
  • Add the prospective tenancy

This will reduce your workload when dealing with the agents. Speak to us further should you want to do this.


How to deal with your tenancy at the end of the contract *(USE SECTION BELOW)*

Arthur will alert you and the tenants by default 30 days before the tenancy is expiring. Whether your tenant stays or goes you have indicated your preference to let your tenancies go periodic. This will require you to change the tenancy status from current to periodic should they decide to stay. The article below will take you through how to handle the expiring tenancy.


How to deal with your tenancy at the end of the contract (USE FOR EVERYONE

Arthur will alert you and the tenants by default 30 days before the tenancy is expiring. You can change the default 30 days to another amount, this is further explained in the first article. Whether your tenant stays or goes, in Arthur you have the options to end, renew or let your tenancies go periodic. Please see the second article to understand the best way to renewing a tenancy. The article below will take you through how to handle the expiring tenancy.


Getting your documents signed digitally for new tenancies ( everyone)

Arthur has a mailmerge function enabling you to produce documents for signing. The link below is a generic link to understanding mailmerge and it will lead you to other articles on how to mailmerge. Once you have created your document you are ready to send it it round for signing. The second link will show you how.

If you find this area difficult do come back to us, its easy when you know how.


Inviting tenants and contractors ( always )

When you feel ready, I suggest you invite your tenants and contractors. Before inviting them please speak to them so they know to expect an invitation to your account. Inviting your tenants will only serve to further improve the relationship. The app is incredibly well received by the tenants according to research. Research showed that the technology made the tenants feel they had a landlord that they could trust.

The contractor application is also well received by those that welcome technology. For those a little more resistant Arthur will deliver the jobs by email to which they have buttons to accept or turn down. Below`s link will show you how to invite them.

You should start to use Arthur for all communications avoiding other platforms such as texts etc. This will ensure everything in one place for future reference. By getting your tenants on as soon as possible will also will ensure that they also use the platform for reporting and communication.


Arthur Xero combination

Arthur financials are about the rent collection, Property owner statements, adding of disbursements but does not offer full back office accounting which is why we integrate with Xero. The tenancy financials are all set up in Arthur and mapped to Xero eliminating double entry. Should you wish only to use Arthur then of course Arthur will handle all aspect of the tenancy financials

The integration is a ‘best of breed’ approach to ensure powerful and comprehensive accounting combined with exceptional property management functions right from your mobile app through to the back office allowing you to produce powerful financial reports and forecasting. The online bank feed function in Xero empowers you to get from the bank statement to the property owner statement, effortlessly, accurately and quickly.

Please come back to us if you want to proceed. Before doing so you need set up your Arthur account first. Should you wish to explore this further I have included a link to understanding Xero and Arthur`s integration. We run courses on Arthur/Xero. To know more contact us


Managing multiple portfolios in Arthur

Arthur is able to link multiple accounts by linking the same email addresses of the user. This functionality is very useful and is used if you manage multiple portfolios that require separate incidents of Arthur, for example if you have multiple Xero accounts to match up to.

Multiple portfolios in different countries:

Arthur is able to link multiple accounts by linking the same email addresses of the user. This functionality is very useful and is used if you manage multiple portfolios that require separate incidents of Arthur, for example if you have multiple portfolios in different countries that require to set up different currencies.

See the article below for further details on how to create multiple accounts.

 


Rather than bombard you with the vast array of functionality on offer, the above will on-board you within your 30 days and the Arthur team is here to help you explore all the other areas of the site and advise you how best to use the many functions to suit your needs.

  • How to personalize your account
  • How to invite your users
  • Understanding documentation
  • Understanding tasks and workorders
  • How best to on-board your tenants
  • Understanding how you can automate your many responses and task creation using Arthur`s powerful events area
  • etc

The best way to learn is ask questions of us. We hope you enjoy using Arthur and hope that he can help make your management life easier.