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.
- This can be done before your implementation with an AroFlo consultant is complete
- Available in both Office and Field so you can start in Field and finish off when back in the office
- Save time manually importing data
- Supports imports direct from Xero and MYOB AccountRight Live, QuickBooks Online, or provides a convenient bulk import tool for client and supplier lists exported from other accounting packages
- Suitable for both new and existing AroFlo users.
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.
Additional Learning Resources
Video
This walkthrough video will take you through how to use the Getting Started Assistant to set up your site and start using AroFlo.
Access the Getting Started Assistant in AroFlo Office
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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. |
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Using the Getting Started Assistant
For each step of the Getting Started Assistant, fill out or confirm as much details as you can in order to set up your AroFlo site and click Next 
.
If a step is not applicable or if you want to skip some information for now, click Skip 
to skip that page and come back to it later.
You can also click Back 
to go to the previous page, or use the links on the left to go straight to a step.
Standard site data
If you're new to AroFlo, certain settings will have already been set up for you such as Transaction Terms, Task Types, and Substatuses, and the Getting Started Assistant will include these in the relevant areas. You can edit these as you go, or edit these later in the relevant area of Site Administration.
The Assistant contains the following five main sections.
Company Details
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Use the Company Details section to:
The Company details, Company Logo, and payment information are used on your layouts you'll be sending to your clients. |
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Additional resources:
| Help Guide link | Description |
|---|---|
| Company Details | Editing Company details in Site Administration |
| Transaction Terms | Set up Payment terms for your Clients and Suppliers. |
| Layouts | Further information on Layouts |
| Print and Email Layout Defaults | Set default print layouts, email templates, and email addresses. |
Job Settings
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Use this section to:
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Additional resources:
| Help Guide link | Description |
|---|---|
| Priorities | Edit Priorities in Site Administration |
| Task Substatus Settings | Edit Substatuses in Site Administration |
| Task Types | Set up or edit the different types of work your business performs |
Material & Labour
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Use this section to:
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Additional resources:
| Help Guide link | Description |
|---|---|
| Default Markups | Set default markups for material items |
| Work Types | Set up labour rates that your business uses |
| Timesheet Settings | Settings that control the behaviour of timesheets |
| Hours of Work - Set Ordinary Hours | Set the ordinary hours of work for your business |
Add Users
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Use this section to invite additional users to AroFlo via email. You can also do this at a later stage if you want to, using this same feature. See Invite Users for the full list of instructions. |
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Import Data
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Use this section to import data from your accounting package:
Simply click your accounting package and login, and then follow the on-screen prompts to import your clients and suppliers. Alternatively, use the Upload File option to upload a .CSV or .XLS file. See Bulk Data Import for more information. 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. 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. Lastly, set your account codes by assigning your own tax codes to the relevant account codes as necessary. You also have the option to edit the next invoice number to avoid conflicting with what's currently in your accounting package. |
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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.
Intuit QuickBooks Online
Before continuing, you will need to assign your required account codes to Service Items in QuickBooks before they will be visible for use in a later step.
You will need service items for Sales and Purchasing with any relevant account codes assigned.
Click here for more information on setting these up, or contact AroFlo customer service for assistance.
MYOB AccountRight Live
If using MYOB AccountRight Live, you will need to know your Company File Password before you can finish connecting your company file. If you do not know what your company file password is, speak to your accountant or consult the MYOB documentation for assistance.
Xero
What if I don't see my customers?
With Xero, all of your customers that have had invoices raised against them will be visible in the list. If you cannot see them, it's likely that you have not raised an invoice for them yet.
Import issues
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When importing Clients and Suppliers, any issues that occurred during import will be shown. Click Issues Report to download these entries as a CSV. From here, you can make any amendments and upload the file again by going to the previous step and clicking Upload File. |
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Account codes
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 bill), 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.
If you're not sure about any of the account codes or tax codes that you need, consult with your company accountant.
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.
Need more than 1 account code?
Click Add Account Codes to select a type (sales, purchasing, rounding, or bank) and then the corresponding code. These will be visible as List Only when viewed through the integration menu.
Access the Getting Started Assistant in AroFlo Field
The Getting Started Assistant is tailored more towards AroFlo Office, as it contains crucial setup steps to customise your AroFlo. You can, however, access certain aspects of the Assistant using AroFlo Field.
If you're new to AroFlo and haven't already set up an accounting integration, you'll see the Getting Started Assistant window pop up when you first log in to AroFlo Field, provided you have access to the correct permissions. This will be visible for 45 days from the date your AroFlo becomes active.
What Permission Group settings do I need?
| Step | Required Permission Group Settings |
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| Add Users |
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| Company Information |
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| Logo |
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| Payment Options |
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How do I access the Getting Started Assistant later?
If you skip or close the Getting Started Assistant, you can always access it again through the Profile Menu > Getting Started Assistant.
