The below activities are recommended as a starting point for the Arua set-up of your new bookkeeping process. Follow the links for each activity, to get step-by-step instructions on how to proceed.
Action needed:
Click on the Settings icon on the left-side menu
1. Connect your accounting system in Integrations
2. Connect your Bank/financial institution in Institutions
How to add financial institutions to Arua
3. Connect your mail-boxes where you usually receive your invoices and other documents in Collector
What is the Inbox Monitor in Arua?
4. Set up all your users with appropriate permissions in Users
5. If the team at Arua are handling your Accounting system, you will need to add them as new users in the accounting system as well. Details will be discussed with you during the onboarding process
Add a new user to your organisation (In Xero)
6. Vendors can be added when their invoices are submitted and processed or under the Vendors section.
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