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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. 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.


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 only own multiple lets, your set up will be the same in each case.


Adding your tenancies and financials

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 included 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.

The link below will show you how to create your tenancy step-by-step.

*Step 4 of adding a tenancy: Charges*

As you reach step 4 of the “add a tenancy” screen you will be required to enter the tenancy rent charges.  You will be using “Direct rent” when setting rent collections for tenancies you are managing for yourself, including Rent to Rent.

(If you are using a R2R model we recommend keeping the payments to the true property owner outside of Arthur. If you would like to set up your Rent 2 Rent financials in Arthur please contact our financials support team).

You will be using “Rent charge” when setting rent collections for tenancies you are managing on behalf of other landlords.

As you are managing commercial units, Arthur allows a custom rent collection frequency to be set up outside of normal residential rent frequencies (see the article “creating a bespoke rent collection frequency”).

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


Inviting your agent

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.


Inviting tenants and contractors

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.


How to get a tenant reference

The integration with Advance Tenant Referencing means that with a click of a button, you can send all the information needed to reference the prospective tenant to Advanced Rent. The process can then be tracked within Arthur, as well as through email updates, with the final report coming into the system once again ready for you to download.


Understanding the Arthur - Xero/Quickbooks integration

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/Quickbooks. The tenancy financials are all set up in Arthur and mapped to Xero/Quickbooks 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. For more information about the integration with QuickBooks Online Plus please click here. We run courses on Arthur – Xero/Quickbooks. For further information please contact us.


Setting your currency

As you have specified you are managing your properties outside the UK, you can set Arthur with different currencies.

Setting your currency is for the account and is not yet property specific. If you have properties in different countries you will need different Arthur accounts.


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 portfolios in different countries that require to set up different currencies.
  • if you have multiple Xero accounts to match up to

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


How to carry out inventories

Arthur’s integration with Imfuna enables you to carry out your own digital inventories. With a click of a button you will be able to produce high-quality, branded PDF property reports that can be shared online.

The attached article gives step by step instructions on how to carry out an inventory. If you require more support, please contact Imfuna at support@imfuna.com to arrange a 1 hour shared screen.


How to sync with marketing portals

Arthur Online has integrated with marketing portals Zoopla, Rightmove and StuRents. When a unit becomes available to rent it will be automatically listed on the portal/s you have integrated with in Arthur.

You must already have a subscription with your portal of choice to carry out the integration.


Rather than bombarding you with the vast array of functionality on offer, the above will help you to on-board easily within your 30 days.

The Arthur team is here to help you explore all the other areas of the site and advise you on how to make the most of the many functions and available add-ons.

  • How to personalise your account
  • 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
  • Any other aspects of Arthur Online

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