The Getting Started Assistant is a quick and easy way to enter your company profile and import critical information from your accounting software, such as client and supplier lists.
When you're new to AroFlo, the assistant is an excellent way to immediately set up your site as you'll have all your information ready before your implementation is completed.
If you're not new to AroFlo, the assistant can also be used to easily transfer across clients and suppliers and other information from your accounting package when you're ready.
Help and Support Options
If at any point you need assistance during or after the Getting Started process, help is available via phone, chat or support ticket.
Access the Getting Started Assistant
If you're new to AroFlo and haven't already set up an accounting integration, you'll see the Getting Started Assistant widget on your dashboard, provided you have access to the correct permissions. This will be visible for 45 days from your AroFlo being active.
Click Set up Company Information to get started.
Can't see the widget?
You might not see all steps described in this guide. This is likely due to your Permission Group settings. If this is the case, you may need to amend your permission group settings or have a site administrator do this for you.
What Permission Group settings do I need?
If you're not new to AroFlo and already have accounting integration set up then you can access the Getting Started Assistant via Accounts > Integration > Import Assistant.
Enter your Company Details
Getting Started Assistant allows you to quickly fill out your details, upload your logo and even add payment details so you can build your company profile in just a few clicks. Alternatively, you can just use the pre-filled information from the setup of your site.
To edit your details:
How can I change this information later?
The company details you have just entered are stored in your business unit. If you don't have some of this information on hand, you can access Site Administration settings to add these later.
Invite your users
Getting Started Assistant can invite your workers to set up their own profile on your AroFlo site using only their email address.
For more information on inviting your users to your AroFlo, see Invite Users.
Connect your Accounting Package
When using the assistant, press the Next and Back buttons to go forwards and backwards through the steps, or click the links in the list to go straight to a step. You can also skip steps that aren’t important to you right now.
Import Clients and Suppliers
Multiple Business Units?
If you're using multiple business units in AroFlo and you import clients and suppliers, Getting Started Assistant will follow the settings as per Site Administration > Default Client Business Unit Links as to where it puts them.
To start importing your clients and suppliers from your accounting package:
How does the Import Assistant treat missing names?
Any contacts in your accounting package that have missing primary contact first and last names will be replaced with “Accounts” and “Department” respectively.
Any issues that occurred during import will be shown and available to download as a CSV file using the Download Full Report button. Use this to assist you in making amendments before you try again.
If there are any issues and they are things you can fix such as too many characters or special characters, you can choose to repeat this step using the issues file you downloaded and amended:
When there are no further issues, click Next to continue.
Configure your Account Codes
This requires you to have linked your accounting package prior to this step, or you will be prompted to do so before continuing.
If you're not sure about any of the account codes or tax codes that you need, consult with your company accountant.
QuickBooks Online Users
Before continuing, you will need to assign your desired account codes to Service Items in QuickBooks before they will be visible for use in a later.
You will need service items for Sales and Purchasing with any relevant account codes assigned.
Configuring your account codes in AroFlo allows you to start sending invoices to your accounting package as soon as possible. Sales and rounding account codes are mandatory and will need to be filled in to complete this step.
Click the Account Code dropdowns to:
Click the Tax Code dropdowns to assign your own tax codes to your account codes, as necessary.
You can also enter your Next Invoice Number at this point to avoid conflicting with what is currently in your accounting package and then click Next.
Getting Started Assistant can only be used to set up your first company file. If you need additional company files linked to your AroFlo site, please contact support.
Where do these account codes show up in AroFlo?
At this stage, you'll be ready to start raising sales invoices and supplier invoices known as Bills for purchases you record in AroFlo. You will see the account codes that you have chosen appear in the account code selector on your line items
What is an account code?
In accounting packages, the unique identifier linked to each account is called an account or GL code. When you perform a transaction in AroFlo and if you've linked your account codes to these transaction types (like a sales invoice or a zbill), the value of these transactions will route to whichever account code you have linked. It's a great way to track where your expenses are coming from and where you're making the most money using AroFlo's Integration feature.