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 Day, as per Companies House. |
In FYI: {{ ClientCompaniesHouseAccountingReferenceDay }}
|
| Accounting Reference Month | The Accounting Reference Month, as per Companies House. |
In FYI:{{ ClientCompaniesHouseAccountingReferenceMonth }} |
| Company Next Accounts Made Up To |
The Accounts Next Period End On Date, as per Companies House. Displayed as Day, Month, and Year. |
In FYI:{{ TriggerClientCompaniesHouseCompanyNextAccountsMadeUpTo }}
|
| Company Next Due | The Company Next Due, as per Companies House. |
In FYI:{{ ClientCompaniesHouseCompanyNextDue }} |
| Company Status | The client's Company Status, as per Companies House. |
In FYI:{{ ClientCompaniesHouseCompanyStatus }} |
| Company Year End Date |
The client's Company Year End Date, as per Companies House. Displayed as Day, Month and Year. When entering account due dates, it is recommended that the Company Next Accounts Made Up To merge field is used. |
In FYI:{{ ClientCompaniesHouseCompanyYearEndDate }} |
| Confirmation Last Field | Displays the date of the last Confirmation Statement. |
In FYI:{{ ClientCompaniesHouseConfirmationLastField }} |
| Confirmation Next Field | Displays the date of the next Confirmation Statement. |
In FYI:{{ ClientCompaniesHouseConfirmationNextField }}
|
| Confirmation Statement Due | The Confirmation Statement Due, as per Companies House. |
In FYI:{{ ClientCompaniesHouseConfirmationStatementDue }} |
| Country | The client's Country, as per Companies House. |
In FYI:{{ ClientCompaniesHouseCountry }} |
| Jurisdiction | The client's Jurisdiction, as per Companies House. |
In FYI:{{ ClientCompaniesHouseJurisdiction }} |
| Locality | The client's Locality, as per Companies House. |
In FYI:{{ ClientCompaniesHouseLocality }} |
| Next Accounts Due |
The Next Accounts Due, as per Companies House. Displayed as Day and Month only, Year is not included. |
In FYI:{{ ClientCompaniesHouseNextAccountsDue }} |
| Postal Code | The client's Postal Code, as per Companies House. |
In FYI:{{ ClientCompaniesHousePostalCode }} |
| Region | The client's Region, as per Companies House. |
In FYI:{{ ClientCompaniesHouseRegion }} |
| Registered Office Is In Dispute | The Registered Office Is In Dispute, as per Companies House. |
In FYI:{{ ClientCompaniesHouseRegisteredOfficeIsInDispute }} |