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:
Some Arthur clients are a mixture of both. If this is the case, set your default position to the most common type. To see how to set your default position, click here.
When adding a property in Arthur, you are creating the asset which contains your rentable unit(s). If your unsure what Arthur means by a unit click here.
You will either be adding a:
To understand how to add your portfolio, click here
Once the property and unit(s) has been added, you are ready to add a 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.
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!”
We recommend you think about the following questions before your tutorial.
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