How to Tidy up your Basic Data in a Logical Manner

This article addresses data that has been added incorrectly and now needs to be tidied up. Before we proceed, 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.*

Examine your dashboard KPI’s

On the main dashboard you will see numbers. Investigate these number by clicking on the links

We will now start the process of tidying up your data which in turn will correct these KPI’s.

Tidy up the Property

Go to Property Index Page > Menu > Edit Property

Look to include:

  • Property type
  • Whether or not you manage the property (Not the unit)

Tidy up the Units

Go to the Property > Units Index Page > Menu > Edit Unit

Look to include:

  • Unit reference
  • Unit type
  • Market rent

Tidy up the Tenancy

Go to Property > Tenancy Index Page > Menu > Edit Unit

3 areas that may require your attention

  1. Edit tenancy
  2. Register deposit
  3. Update the tenancy status

Edit the Tenancy

Look to include:

  • Dates
  • Rent amount and frequency

Register the Deposit Information

Ensure you tick registered

Update the status

If your tenancy has the incorrect status correct that here

Tidy up the Tenancy Financials

This will include:

  • Recurring charges
  • Adding missed recurring
  • Voiding transactions or adding transactions to the statement

Recurring Charges

Go to Properties > Tenancies Index Page > Tenancies > Recurring

Look to include

  • Days in advance
  • Edit the recurring

Edit recurring look to include

  • Rent collection type should be the correct analysis code: Direct Rent or Rent Charge
  • Start date and next collection date to be the same
  • Frequency of collection
  • Amount to be collected

Add Missing Recurring

Go to Properties > Tenancies Index Page > Tenancies > Recurring Charge

Add or void an individual transaction

Examine your financial KPI’s

If there are lots of transactions that have built up which you need removed. Contact us and we can remove them

 

tenancy financial

Remove Properties/Units you no longer are involved with

Go to the property or the unit and archive

 

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