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Features

Import from Companies House

fyi_arrow_HC_icon.png Plan Availability:

Starter

Intermediate

Pro

Elite

fyi_arrow_HC_icon.png User Permissions:

All users

User Group Permissions

FYI Admins

Integrate FYI with Companies House to automatically import and file documents against the relevant client in FYI.

The Annual Accounts, Confirmation Statement and other corporate documents from Companies House are filed against the client and can be viewed in the Clients - Documents tab.

Notes on the Import from Companies House

  • Companies House documents are synced to FYI every day at 4.30 am GMT. If a document is filed to Companies House today, you will see it in FYI after the synchronisation the following morning. Refer to Connecting Companies House to FYI.

  • The FYI automation matches the 8-digit Company Number and will only import documents where the Company Number in Companies House matches the Company Number in FYI. This is visible in the Clients - Summary tab.

  • FYI imports all documents filed in Companies House, including Annual Accounts, Confirmation Statements and other corporate documents.

Import from Companies House

Before you Begin

  1. First, link Companies House to FYI. Refer to Connecting Companies House to FYI.
  2. Set up the Automation Process to run the import.

Set up the Automation Process to Import

  1. From FYI, click the Automation menu option.
  2. Go to the Processes tab.
  3. In Companies House - Import Documents, click the cog icon to edit the process.
    2584_Companies_House_-_Import_Process_Tile.gif
  4. The Companies House - Import Documents process displays.
    2585_Companies_House_Custom_Process.gif
  5. Update the Automation settings as required. Refer below to Automation Details for more information.

  6. Click the Pencil icon to edit the step details. Refer below to Automation Details for more information.
    2586_Step_1_Import_Companies_House_Document.gif
  7. Click Save to save your changes.

  8. To make this process active, change the Status to "Active". Once the connection has been made with FYI, and the process is set to Active, any new documents in Companies House are automatically imported into FYI.

Automation Configuration

The default settings for the Companies House - Import Documents automation are detailed below.

If the process needs to be reset, for example, if the step was deleted, click Reset. This will restore the process back to the default configurations. 

Process Settings

2585_Companies_House_Custom_Process.gif

Field Details
Trigger The trigger must be set to "New Document" to ensure the Automation Process runs when a new document is created matching the filter.
Filter The filter is automatically selected as Document Source "Companies House Document".
Owner

Set by default as the user who made the process active. This can be changed if required.

If the process fails, an email will be sent to this user as a notification.
Start From

Allows users to enter the date from when to start retrieving the documents. If a historical date is selected, this will import documents from that date.

Note: The Automation Process will only import documents that have not already been imported into FYI.

Note: The Run from options are not available for Sample Processes included with FYI. Refer to Setting up Custom Processes.

Process Step Details

You can change any options for Filing, Workflow, or creating a Task, and enable Comments as required (refer to Automation Notifications). You can also add steps if required (refer to Automation Process Steps).

Merge Fields can be used to apply additional details from the client, job, or Companies House integration. For example, add the client's Company Status, as per Companies House, to the Name of the document. Refer to Including Merge Fields in Automations and Merge Fields Glossary for more examples.

2586_Step_1_Import_Companies_House_Document.gif

Action Fields

Field Details
Document The Trigger Document is selected by default, and cannot be changed.

Filing Section Fields

Field Details
Name The Merge Field {{ TriggerDocumentFileName }} will be selected by default, and used to set the Filing Name to match the original document file name.
AutoFile Disabled by default to ensure the document is filed using the steps selected in this Automation process step.
Cabinet Select a default Cabinet to file the documents to, such as Correspondence.
Year Set to Trigger Year, to file the document to the Year matching the document.
Categories Categories will be displayed as per your practice settings. Update the categories as required.
Filing Set the option to be "Filed".

Workflow Section Fields

Field Details
Owner The Merge Field {{ TriggerClientManagerUser }} will be selected by default, and used to send the document to the Client Manager's In Tray.
Workflow The options available in the Workflow Status drop-down will depend on the Approval Level assigned to the user in their User Profile. For example, a User with an Approval Level of None will not be able to view or select "Pending Client Signature". Refer to Workflow Basics and Managing Users. 
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