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.

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:

1. Direct rent – used by those that self-manage, i.e collecting the rent for themselves, (also guaranteed rent businesses). The rent collected is defined as an asset to the business. e.g. self-managing landlord, Rent2Rent
2. Rent charge is used by those who manage on behalf of 3rd parties. The rent collected is defined as a liability. e.g letting agent, management companies

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.

 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). If your unsure what Arthur means by a unit click here.

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, block of flat

To understand how to add your portfolio, click here

Step 3 – Add a tenancy

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!”

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 applicant 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?