Joshua Powell
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Recent activity by Joshua Powell-
Getting started on the company secretarial solution
Before you and your team start using the company secretarial software there are a few stepsthat, when completed, will enable you to get the most out of the system. Adding any Remaining Companies To...
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System templates
As the software pre-populates documents, certificates, emails and client checklists there are a selection of default templates which will be automatically used when you start using the software. Th...
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Download a Company From Companies House
To download a company from Companies House go to - Company (located on the top menu bar) > Add a Company > Download fromCompanies House- Enter in the Company Number- Enter their Filing/Authenticati...
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Check if all companies have an authentication (E-Filing) Code
If a company’s authentication E-Filing code has not been provided, the system will only be ableto show basic data. This includes: - Company Name- Registered Office- Company Category- Key Dates and ...
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Adding a staff member to the system
To add a staff member the first thing you must do is add them as a person on the software. To dothis go to: - Person > Add a Person- Click Add- From here you can enter their details. The minimum am...
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Share Transfers
- Go to Share Transfers (located at the top bar of the Connections Page). This page will display a list of previous share transfers carried out on the system - Click Add a Share Transfer - Select a...
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Resolving Duplicate People
Annual Returns have now been replaced by Confirmation Statements. In the days of Annual Returns, different levels of information had to be sent in for each individual involved in a company dependin...
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Setting up your office details
When you first log in to the system it is important to enter in your office’s details. To do this go to: - My Office > Details From here you will be able to fill in all of your office details, incl...
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Share Conversions
- Menu > Company > Share Centre > Add a transaction - Select Conversion and then click Next - Choose which share class you're converting from, and then which share class you're converting to. - Und...
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Subdivision of Shares
To subdivide shares on your company secretarial system you firstly have to create a new share class and then convert the old share class to the new one. To add a new share class select the company ...