The Companies House Role Centre

Last updated

The Companies House Role Centre in D2K Companies House Lookup puts what needs attention on one screen: which of your companies are in trouble, what has changed, and whether the background monitoring is actually running.

To use it, choose Settings, then My Settings, and set Role Centre to Companies House.

The headline

The headline across the top says the single most important thing right now, in priority order:

  1. the background poll has stopped running,
  2. a company you trade with has changed status recently,
  3. companies you watch filed something this week,
  4. everything is quiet, or
  5. you have not set the app up yet.

The tiles

Tile What it counts Choosing it
Companies in Distress Companies in an insolvency, closure or removal status that are linked to one of your customers or vendors. Red when above zero Opens those companies
Status Changes Companies whose Companies House status changed in the last 30 days
New Filings Filings the background poll recorded for watched companies in the last 7 days
Watched Companies Companies the poll checks every hour
Not Matched to the Register Customers and vendors carrying no registration number at all Opens those customers

Companies in Distress only counts companies that are linked to a customer or vendor, so it is about your exposure rather than about the register in general.

Not Matched to the Register is the honest counterweight to the other tiles. Everything else counts companies the app already knows about, which means it reports on the part of your estate somebody has looked up. This tile is the part it cannot see. A number above zero is not a fault - plenty of customers are sole traders or overseas and will never have a UK registration number - but it tells you how much of the picture is missing. Use Match to Companies House on the Customers list to close the gap; see Customers, vendors and contacts.

The Companies House Role Centre. The headline reads 1 new filing(s) recorded for watched companies this week. Four tiles show Companies in Distress 0, Status Changes 0, New Filings 1 and Watched Companies 3, next to a Last successful poll date and a Search Companies House action.
The Role Centre: the headline, the four tiles and the time of the last successful poll.

Last successful poll

Below the tiles, Last successful poll shows when the background job last completed. If it is stale, a notification appears explaining what to check - see Troubleshooting.

Latest Filings

The Latest Filings part lists the most recent filings the background poll recorded, with the filing date, the company, the filing type and the description. View all opens Companies House Filing Events. See Filing watches.

Actions

  • Look up company - by registration number
  • Search Companies House - by name
  • Filing watches - the watch register

For partners

This Role Centre is deliberately simple and is meant to be copied. If you are building a vertical on top of Companies House Lookup, take the profile and the cue parts as a starting point rather than building the measures again.

Something missing or wrong on this page? Email support@d2k.uk. This page is also available as Markdown.