Company details

The Company details option provides access to company details such as names and addresses.

You can view company details in both the classic and modernized versions of Entities. This section helps you view and manage company records across both experiences. In classic Entities, you can edit non-statutory information, record statutory changes using wizards, manage appointments, and track historical data.

The modernized version provides a streamlined table with filters and tools that support efficient viewing and analysis of company data. Learn more about how company details work in each version.

Company details in classic Entities

The Company Details option is available in the banner of a company record.

In live mode, users can access Wizards to make changes and generate statutory forms. Wizards are also accessible using the Wand options located next to each editable section.

At the top of the page you can find information about when the company was last updated. Refer to Date of Last Update to learn more.

Main Details

The Main Details section displays the information that was entered in the New Company Wizard. These details can be added or amended using the Edit option or the Edit Company Details wizard.

Note

Depending on your access permissions, you may see the Edit button, the Wizards > Edit Company Details wizard, both, or neither. Your administrator controls your access to these settings.

Some fields like Name and Company Number have globe icons next to them which enables the user to start an online search using the Online Search Wizard. The globe icon also appears next to the Country field and enables users to perform a country-specific search. For more information refer to Advanced searches and World search.

Note

Only use the Edit option to enter details that authorities like Companies House is already aware of or to amend spelling mistakes that have been entered. For any official changes that required paperwork to be generated and the history to be retained, use the wizards.

Primary Addresses

The Primary Addresses section displays the main company addresses. To enter, amend or change addresses, either select the Options Menu icon next to the address you want to change, or select the Addresses tab to view all addresses and use the Wizard.

Refer to Company Addresses and Past Addresses for more information.

Accounting Dates

Use the Accounting Dates section to enter the current accounting dates for the company.

Single Member Company

If applicable, single member company status can be captured in the Single Member Company section. Use the field to enter the last date that the company became a single member company. The date recorded here is reflected on the register of members.

Industrial Classifications

Details of the company's trade classifications like SIC codes and NACE codes can be entered into the Industrial Classifications section.

Classifications can be selected from a dropdown list when in edit mode and are typically five digits long:

Management

The Management section allows for the record to be managed within the Entities app. User groupings and divisions or partners can be selected for the company if previously configured by a system administrator under System Tools > List Manager. The Managed By field is used to indicate the user responsible for the maintenance of the company record within the application.

The Historical Record field is used to indicate whether the company and thus the company record should be considered as historical or not. Historical companies may include those that are struck off, liquidated or are no longer clients. Companies that are marked as historical are automatically removed from displaying in the Company Search, but can be found by changing the related filter on the By Management tab of the Company Search page.

Sets

Sets enable users to group entities together. A company can belong to multiple sets. If no selections are made, sets are only visible in edit mode.

General Fields

Additional fields, so-called user-defined fields, may appear under any of the sections mentioned above or in the General Fields section. These fields are created by the administrator, are jurisdiction-specific and are used to record additional company information.

Significant control

These fields are used in connection with the people with significant control (PSC) requirements for UK companies. These fields must be completed with information regarding the register in which the company is entered, as well as with the company's additional registrations if applicable. Users are also able to identify their entities as an other registrable person for example, corporation sole, local authority and so on by using the Other Registrable Person field.

Note

For information concerning people with significant control, contact your Customer Success Manager or our Training Team to arrange training.

Corporate constitution

Details of the company's articles or bylaws can be recorded on the Constitution tab.

Note

Should you require further information on data libraries, contact the Training team to arrange training.

Company details in modernized Entities

The modernized Entities experience provides you with a streamlined table in the Entities > Companies section, from which you can view and analyze companies.

Note

You can view this information in modernized Entities and in classic Entities. To make changes to the data, use classic Entities. For more information about the two Entities experiences, see Modernized Entities.

Access company details

Follow these steps to view company details:

  1. In modernized Entities, select Entities > Companies.

  2. From the table that appears, select a company you want to access.

  3. To review information about the company, switch between the pages at the top to access different details:

  4. On the Appointments page, use the search and Columns options to filter and customize the view:

    • Search Directly search for a company by its name or the quick reference code (QuickRef).

    • Columns Using this option, you can customize the look of the table:

      • Show or hide columns by selecting or deselecting them in the panel.

      • Find specific columns using the search field. You can also perform bulk actions on the table columns by selecting or deselecting the checkbox next to the search field.

      • Reorder columns by selecting the icon next to a column and dragging it to a new position in the list.

      • Select Columns again to hide the panel.

        Note

        By default, the Name column is always displayed.

    Note

    If you select a name from the Appointments tab, you’ll be redirected to the individual’s details page.

On the details page of an entity, you can switch from the modernized Entities view to the classic version. To do this:

  1. Select Manage in classic Entities.

  2. (Optional) To skip the confirmation message and go directly to classic Entities the next time you switch, select Don’t show this message again.

  3. In the Go to classic Entities dialog box, select Go.

You’ll be redirected to the login page of classic Entities, where you can view the entity’s details in the classic interface.