Based on some recent feedback we have now extended our Companies House integration to simplify the creation of client and supplier records. When creating a new client or supplier record you will now find a button to Search Companies House.
You can then simply select the matching company and import the data into your form.
QuickFile will pre-fill the new client or supplier creation form with as much relevant data as possible that can be sourced from Companies House. This will typically include:
- Company Name
- Company Number
- Full Address
- First listed officer
We have also created two additional buttons in the regular Companies House search tool accessible from Reports >> Companies House. You can then dynamically create new client and supplier records right from a Companies House search.
It’s a relatively small updated but it should allow users to quickly create comprehensive client and supplier records without manually keying them in.