Companies house updates, what we’ll check for you and what you need to do to accept the change
We have a wonderfully help link with Companies House, via something called an API connection. This will cross reference your client’s data in Engager, against Companies House database.
If there’s any differences, it will suggest you to update these the following day. We will not override your account automatically.
When you check your Engager account in the morning, review your Notifications every morning as best practice.
Where to find your Notifications
Once you select ‘updates to client data’, it will take you to a list of items that need attention.
***Please note***
We will never update your data automatically - we would never override your details without consent, hence this feature.
Within the list, you can see the client, the area that has been identified that has a change / discrepancy, and all you’ll need to do is review and then accept the recommended change.
To accept the recommended change, there’s a handy green tick for you to use.
If you ever wonder why certain data isn’t in your Engager account, it’s likely that we’ve already commended the change, you’ve simply missed the notification to go check.
So to help with this, you can always go to Companies House area within Engager - Settings - Client Data - Companies House
What data do we check and pull through into your account
SIC code
Company number
Business start date
Registered office address (and trading address if marked as equal)Due date for Limited Company Accounts or LLP Accounts depending on the client type
Due date for CS01
Account ref and CS01 due dates
I’ve just Imported my data and the sync isn’t working
This can happen if you’ve not included the company number in your Import document. If this is missing, the system check won’t know to cross reference your client vs CH record
You will need to go into your clients, section 1 of General Info and then link to CH, then save - the overnight job will then try and sync and pull through ready for you to review the very next morning
Related Articles
Companies House doesn't link / sync
'my data isn't syncing' From time to time, we'll get clients saying that they're client's data isn't pulling down the information from Companies House. First thing to check will be in your settings - it's all part of the basic set up but it sits at ...Adding a new client from Companies House
We have a handy feature that allows you to add client's company information very quickly but also accurately! You can go to Companies House directly and pull this data into your Engager account For more information on what the Companies House LINK ...Companies House Error Message
The date for this service has not changed in Companies House yet, so this service cannot be completed. Try again later The error means exactly that - you've filed something with CH, could be a CS01 or accounts, but they've not been accepted and ...Multiple companies linked to 1 director? Need to Link Director to Company?
The system is designed to allow a single Director to act for multiple companies or be associated with multiple. All you would need to do is link them together, which you would do by locating the LTD required, then adding the Director via 'Related ...Adding a new Ltd, CIC or LLP
We have a handy feature that allows you to add client's company information very quickly but also accurately! You can go to Companies House directly and pull this data into your Engager account For more information on what the Companies House LINK ...