For existing Arthur users the transition to our Bank Reconciliation is very easy.
Before Setting it up: We recommend that our users complete all charges, payments and balances up to a given date of their choosing to make sure the system is fresh for the new bank reconciliation to begin on that chosen date.
Setting it up: Follow these guides the same way. Remember: Set the conversion date as the day after the chosen date. Put the balance as it was at the end of the chosen day.
Depending on if you would like to…
Post Set-up: Use it straight away.
Our support staff are ready to help with any technical issues.
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