How to get started with Arua

Modified on Thu, 02 Nov 2023 at 04:37 PM

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

How to connect Aura to Xero


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

How to add new users to Aura


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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