Plan: Not Available: Intermediate Available: Pro or Elite
Users: Not Available: All users Available: FYI Admins or User Group permissions
Practice Management Source: Available: All sources
The integration with Companies House automatically imports and files documents to clients in FYI for accurate and efficient management.
Once Companies House is connected to FYI, refer to Import from Companies House for details on how to set up the Automation process to import documents from Companies House.
Connecting Companies House to FYI
To import from Companies House, you first need to connect Companies House to FYI.
Note: This is a one-off step and can only be done by an FYI Admin, or a user in a User Group that has Permissions enabled for Automations.
- From FYI, click the Automation menu option.
- Go to the Apps tab.
- Click the cog icon next to Companies House to open the connection settings.
- Toggle the Enabled setting to "On" to complete the connection.
- The next step is to set up the Automation process to start importing documents from Companies House. Refer to Import from Companies House.
Merge Fields
Once the Companies House integration has been enabled, new Merge Fields will be available to use in FYI.
| Field | Details | Merge Field Code |
| Accounting Reference Day | The client's Accounting Reference Date (ARD) day. |
In FYI: {{ ClientCompaniesHouseAccountingReferenceDay }}
|
| Accounting Reference Month | The client's Accounting Reference Date (ARD) month. |
In FYI:{{ ClientCompaniesHouseAccountingReferenceMonth }}
|
| Company Next Accounts Made Up To |
The last day of the next accounting period to be filed. Displayed in Companies House in the Accounts section as "Next accounts made up to". Displayed as Day, Month, and Year. |
In FYI:{{ TriggerClientCompaniesHouseCompanyNextAccountsMadeUpTo }}
|
| Company Next Due | The date the next company accounts are due. |
In FYI:{{ ClientCompaniesHouseCompanyNextDue }} |
| Company Status |
The status of the company. Possible values are:
|
In FYI:{{ ClientCompaniesHouseCompanyStatus }} |
| Company Year End Date | No longer supported. Practices should use the Company Next Accounts Made Up To merge field. |
In FYI:{{ ClientCompaniesHouseCompanyYearEndDate }} |
| Confirmation Last Field | The date to which the company last made a confirmation statement. |
In FYI:{{ ClientCompaniesHouseConfirmationLastField }} |
| Confirmation Next Field | The date by which the company must next make a confirmation statement. |
In FYI:{{ ClientCompaniesHouseConfirmationNextField }}
|
| Confirmation Statement Due | The date by which the next confirmation statement must be received. |
In FYI:{{ ClientCompaniesHouseConfirmationStatementDue }} |
| Country |
The registered office's country.
|
In FYI:{{ ClientCompaniesHouseCountry }} |
| Jurisdiction |
The jurisdiction specifies the political body responsible for the country.
|
In FYI:{{ ClientCompaniesHouseJurisdiction }} |
| Locality | The registered office's locality, e.g. London. |
In FYI:{{ ClientCompaniesHouseLocality }} |
| Next Accounts Due |
The date the next company accounts are due. Displayed as Day and Month only, Year is not included. |
In FYI:{{ ClientCompaniesHouseNextAccountsDue }} |
| Postal Code | The registered office's postal code, e.g. CF14 3UZ. |
In FYI:{{ ClientCompaniesHousePostalCode }} |
| Region | The registered office's region, e.g. Surrey. |
In FYI:{{ ClientCompaniesHouseRegion }} |
| Registered Office Is In Dispute | Indicates if the Registered office Address has been replaced. |
In FYI:{{ ClientCompaniesHouseRegisteredOfficeIsInDispute }} |