This article addresses data that has been added incorrectly or is outdated and now needs to be tidied up. The workflow for this will follow the hierarchy that defines Arthur:
There are many shortcuts in Arthur, but to clean up your data when your not familiar with the navigation should be completed in the order shown below. *Once completed contact a member of our team and we can then look at other areas of concern.*
The information you see on your main dashboard will give you an idea of areas that may need updating. Look for large numbers and click on that to see what needs doing behind them
Go to Property Index Page > Menu > Edit Property
Areas that often require attention:
If you have updated the address or property owner, ensure you have ticked the appropriate boxes to update information at the unit level before saving.
Go to the Property > Units Index Page > Menu > Edit Unit
Areas that often require attention:
Go to Property > Tenancy Index Page > Menu > Edit Unit
This will include:
a) Edit the Tenancy
Look to update:
b) Register the Deposit Information
Arthur will only remove the deposit as ‘Unregistered’ if you have ticked ‘Deposit has been Registered’ or ‘Registration not required’
c) Update the status
If your tenancy has the incorrect status correct that here:
If you are unsure of what the tenancy status should be, check out this article:
This will include:
Go to Tenancies Index Page > Tenancy > Recurring
Look to include:
Edit recurring look to include
a) Add Missing Recurring
Go to Tenancies Index Page > Tenancies > Recurring Charge
b) Add or void an incorrect transactions
If you have already remitted transactions, please contact our support team before voiding them
If there are lots of transactions that have built up which you need removing, contact us and we can remove them.
Before archiving, confirm any related statements and void outstanding charges
Our support staff are ready to help with any technical issues.
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