Aritma allows one user per email address, and a user can only be linked to one accounting integration at a time. If you have used Aritma before – in Catacloud or in another accounting system – what happens when you click Create in the "Create user for approvals" dialog depends on where your user is today.
Three possible outcomes when you click Create
Your user is already linked to the company
The user is linked automatically. You get the message "Your existing bank user has been linked to your account. Now you can sign payments." You won't get a new password email – use the password you already have.
You already have the Aritma user in Catacloud for another company
For example as an accountant with several clients. The user is added to this company automatically, and you get the same message as above.
"Contact Aritma and ask for your user (…) to be added to the company …"
Your email address is registered at Aritma, but linked to another company or another accounting system. Only Aritma can move the user, so trying again won't help. Follow the steps below.
Switching from another system that uses Aritma?
If you use Aritma today in, for example, Uni Micro, Visma or Fiken, both the bank agreement and the users need to move to Catacloud. The bank agreement can run in both systems for a while, but the user who approves payments can only be in one place. Do it in this order:
Set up the bank integration in Catacloud and order the agreement in your bank. See Setting up bank integration via Aritma.
Don't cancel the old agreement. Wait until the status is Active and you can see transactions coming into Catacloud. If you cancel too early, you may be missing transactions during the switch.
Finish paying in the old system. Once the user has been moved, you can no longer approve payments there.
Let Aritma know that the accounts and users are moving to Catacloud, and that access in the old system can be removed. Send an email to [email protected], or contact us and we'll help you. See the example below.
Once Aritma has confirmed, click Confirm payment and then Create in Catacloud. The user is then linked automatically.
Example email to Aritma
Hi,
The company [company name] ([org. no.]) is moving from [old system] to Catacloud. The user with email [email] should be linked to the company in Catacloud, and access in [old system] can be removed.
There should be [one / two] approvers in Catacloud [/ one in Catacloud and one in the online bank]: [email 1], [email 2].
This applies to all accounts.
Kind regards, [name]
Aritma sets up approvals manually. See Reporting your setup to Aritma – checklist and email template for what you need to tell them.
When should you contact us?
You are switching from another system and are unsure about the order.
Aritma has confirmed the move, but you still get an error message.
Please include: organisation number, bank name, which system you are coming from and the error message you see.