Create a company

A company in Entities is any company that you own, manage, or are responsible for. You are responsible for making sure the information that authorities like the Companies House have for the company is correct and up to date.

In classic Entities, you can create a new company, using a step-by-step wizard.

In modernized Entities, you can view and analyze companies created in the classic version using search and column filters.

Create a company in classic Entities

A company can be created from:

  • The My Portal page.
  • New Records on the Global Banner.
  • The Companies tab in the All Searches page.

To create a company, follow the steps below.

  1. Go to All Searches > Company Search > Wizard > New Company.

    The New Company Wizard opens.

  2. On the Company Defaults screen of the wizard, select a default. Select Next.

    Note

    The Company Defaults screen only appears if the system administrator set up company defaults. Refer to Setting up Company Defaults for more information.

  3. On the Company Details screen, enter a name and a quick reference for the company. Select Next.

    The quick reference is the company's unique identifier in the system. Use the Show me now option to have a quick reference generated or enter one manually.

  4. On the Statutory Details screen, provide the required information about the company, such as the country, the company number and the incorporation date. Select Next.

  5. On the Duplicates screen, check if records for this company already exist. Select Next.

    The system checks for duplicates based on company number and name. If it finds entity records with the same or similar name and a different company number, it displays the records as potential duplicates.

  6. On the Addresses screen, provide the registered office and trading address or presenter details of the company. Select Next.

    You can add or create a shared address or add a one-off address for the company. Use the wand icon that comes before the relevant address type to add an address. Refer to Company Addresses for more information.

  7. On the Management Details screen, provide management details about the company. Select Next.

    Management details are used to assist in record management within the system. The management options listed here can be configured in System Tools > List Manager by the system administrator. Refer to List Manager to learn more.

  8. On the Extra Details screen, enter more details about the company. Select Next.

    This screen displays any user-defined fields that have been added by the system administrator. Refer to User-Defined Fields (UDFs) for more information.

  9. On the Security screen, select the security groups for the company. Select Next.

    System administrators can add security groups to this screen as required. Refer to Security Groups to learn more.

  10. On the Action screen, select to save the company as pending or update all records immediately. You can also set up tracking for a pending event.

  11. Select Finish.

    A new company is created in Setup mode.

What's next?

Change the company to live mode. For more information refer to Setup mode and live mode and Change between setup mode and live mode.

Companies 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.

Each column in the table includes options to autosize the current column, autosize all columns, or reset column widths to default.

View a company's information in modernized Entities

To view companies in the modernized Entities, navigate to Entities and select Entities. Use the following options to find the companies:

  • 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.

For more information on the details page, see Company details in modernized Entities