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Getting Started – three basic steps

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.  Do not do your set up on the  companion app

Step 1 – Define your business type

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:

  • Direct rent – used by those that self manages i.e collecting the rent for themselves. Direct rent assumes the receipt of rent remains as income on the tenant statement and outgoings are costs to contractors. Together these will show on an income and expenditure report.
  • Rent charge – used by those who manage on behalf of 3rd Parties e.g agencies who deduct fees from the rent before passing it on. Rent charge assumes the receipt of rents will go across to a property owner statement to be paid out.

Some Arthur clients are a mixture of both. If this is the case, set your default position to the most common type.

Clients with multiple portfolios that are not an agency 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.

  1. Using separate Arthur accounts and linked to their own respective Xero/Quickbook accounts. See how to click here
  2. As a Quasi agency with one Arthur account that has each SPV as an owner and then treats each owner as a customer to be remitted to as would a normal agency set up. This way would accommodate one Xero/Quickbooks dedicated to this quasi-agency.

 Click here to see how to set your default business position

 Step 2 – Add a property and unit(s)

When adding a property in Arthur, you are creating the asset which contains your rentable unit(s). You will either be adding a:

  1. Property containing one single unit e.g House, single flat in a block
  2. Property containing multiple units. e.g HMO, a block of flats

Click here to see how to add your properties and units

Step 3 – Add a tenancy

Once the property and unit(s) have been added, you are ready toThe 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 below’s suggested “Things to think about!” and “additional services to consider” to help you on your way

Things to think about!

We recommend you think about the following questions before your tutorial.

  • What are your biggest problems at the moment?
  • What processes do you want to automate?
  • What do you want to achieve by switching to Arthur?
  • Which user groups will you invite to the app?

Additional services to consider

  • Do you want to upload all the information yourself?
  • Will you integrate with Xero or QuickBooks Online Plus?
  • Will you need an online application form?
  • Do you want your contract to be auto-populated?
  • Will you be using Arthur’s integrated referencing service?
  • Will you be linking Arthur to any marketing portals or your website?

schedule a shared screen tutorial 

Still have a question?

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