For years, Glide has accessed accurate information from Companies House when creating new clients on your Glide systems. This has brought greater simplicity when adding new clients, either in bulk or incrementally thereafter, and more accuracy.
Very soon, we shall be taking this integration to the next level with the introduction of ongoing monitoring. The additional benefits are explained below. In summary, Glide will now become aware of changes to the record at Companies House and will instantly compare this to the data in your Glide system. Where discrepancies are detected, these will either be corrected automatically or flagged as an issue for you to investigate.
The benefit will be even greater reliability over the data on your Glide system. There will be less need to fear the client who changes their year end and doesn’t let you know!!
We plan to fully release the feature by the turn of the year, sooner for those interested in beta testing, but write this blog post now to advise of some data cleansing recommendations we are making in advance of this change.
If you intend to use this feature (if you don’t, it can easily be deactivated), please consider reviewing the Company number data point over the course of the next month and a half for these possible issues:
We also recommend taking the opportunity to ensure the Accounts workflow is set to ‘Inactive’ on clients that do not receive the Accounts workflow. This will minimise the number of issues you may need to review when the integration is launched, at which point it will compare all your clients to Companies House data.
At first, the new integration will monitor the following data points that you’ll be familiar with from the Companies House ‘Find company information’ service.
So, at first, this is largely about bringing even more certainty to dates. In the future, we also plan to expand the functionality to further leverage the event based data that can streamed from Companies House. Examples may well include the ability to automatically progress a job where filing is detected and the ability to automatically trigger a workflow where a change in client status is detected. The opportunities seem extensive and we look forward to using them to further boost the value Glide can bring to your practice.
As ever, if you have any queries about this upcoming change, please do not hesitate to contact the team via the usual channels.