The integration with Companies House allows you to display key client information on a new tab on the client page, as well as triggering the accounts production and confirmation statement jobs automatically.
This integration is only available automatically to UK and Ireland practices. If you are based elsewhere but work with UK companies and need access to Companies House information, please contact support at email@example.com.
Turning on the Companies House integration
Go to Settings > General settings > Extras to turn on the integration, then click Save at the top of the page.
Viewing Companies House information for existing clients
Once you have turned on the Companies House integration, all Ltd Companies and LLPs will have a new Companies House tab. From here you can add a company number by clicking "Edit" at the top left. Senta can use key dates from this tab to automatically trigger accounts production and confirmation statement jobs for your clients. You can also import any documents from Companies House straight into Senta.
Once you enter the company number, the tab will display key company information such as company name, type, date of incorporation, accounts next due.
Adding clients from Companies House
You can also add clients straight into Senta from Companies House. Just click on Clients > Add from Companies House.
From here you can search for companies by name or company number.
You can then choose whether to add a company as a prospect or as a client.
When you add a company from Companies House, Senta will also import the following company details onto the edit client page:
Officer information as individual contacts
Limited company details (general) tab:
Date of incorporation
Accounting reference date
Limited company details (registered office) tab:
Please note: this is a one-off import tool. Data from Companies House will not continue to sync with data in Senta after an initial import.
Adding in a SIC code
If you want to display the SIC code for any client on the Companies House tab, go to
Settings > General settings > Forms > Edit client > Companies House tab
Add a new text field with the field reference "siccode".
A new field will be added to the Companies House tab on each client page.
Please note: the SIC code will only automatically update for any companies added directly from Companies House. If you have other Companies House clients who were added in manually or imported via CSV, please contact firstname.lastname@example.org to request for the SIC data to be imported from Companies House.
Updating existing client fields with Companies House information
You can bulk import company numbers for all clients from a spreadsheet by adding a company number column to your client data spreadsheet, then when mapping the columns for import, select the Company number field.
If you have already imported clients into Senta from a spreadsheet and want to update their client fields (listed in the section "Adding clients from Companies House") with information pulled from Companies House, please contact support at email@example.com who can run a bulk import of this information for you.
If these clients already have contact data, the import tool will attempt to either merge or append officers based on the names that already exist within Senta.
If required, we can import just the dates from Companies House, or just address information.
Triggering jobs from dates in Companies House
Accounts production and confirmation statement jobs are automatically triggered from dates pulled from Companies House.
If you have added a company from Companies House, or you have added a company number to the Companies House tab for an existing client, then all you need to do to is turn on the appropriate service and the jobs will run automatically.
Senta will ensure that the filing dates are pulled directly from Companies House. Any triggered jobs will display a magic wand symbol next to them.
The accounting reference date, accounts period start and Companies House accounts filing date will all be pulled from Companies House. Triggered dates will display a magic wand symbol.
The accounts production job is triggered by the accounts next made up to date changing on the Companies House tab, once you file annual accounts. After filing accounts, it takes 2-3 days for Companies House to notify Senta about the change in dates.
If you shorten or lengthen a client's accounting year, Senta will trigger a new accounts job based on the new accounts period end. Senta will not automatically cancel any previous accounts jobs that had already been triggered in Senta.
The next made up to date will be pulled from Companies House. Triggered dates will display a magic wand symbol.
The confirmation statement job is triggered by the confirmation statement next made up to date changing on the Companies House tab, once you file a confirmation statement for your client. After filing a confirmation statement, it takes 2-3 days for Companies House to notify Senta about the change in dates.
If you change the date of a client's confirmation statement, Senta will trigger a new confirmation statement job based on this new date. Senta will not automatically cancel any previous confirmation statement jobs that had already been triggered in Senta.
n.b. Senta will not mark any tasks or jobs as complete after filing has been completed elsewhere, you will still need to manually complete these within Senta.