startAppendix C
How To

Appendix C

CCH Company Secretarial
Last update: Reading time 1 minutes
User Management
    Changing of addresses - best practice

    Best practice-changing of addresses

    Two-way sync is enabled

    If the registered office or the primary address for other person needs to be changed due to moving premises, you will need to end the current address in CCH Central, wait for the sync to run (this can take up to 5 minutes) then add the new address into CCH Central.  When CCH Central pushes the data into CCH Company Secretarial after the sync has run the new address will be visible within CCH Company Secretarial and the historical address in CCH Central will not be affected.

    This process needs to be followed as CCH Company Secretarial does not use end dates on addresses.

    Sync from Company Secretarial only

    If the registered office or the primary address for other person needs to be changed due to moving premises, you will need to end the current address in CCH Central, then update the existing address of that organisation or person within CCH Company Secretarial. When CCH Company Secretarial pushes the data into CCH Central, the current address will be updated, and the historical address will not be changed.  This process needs to be followed as CCH Company Secretarial does not use end dates on addresses.

    Related documents

    CCH Company Secretarial Integration 2024.2 : Release Notes
    The CCH Company Secretarial Integration 2024.2 Release Notes outline the installation prerequisites via the Central Suite Installer and detail updates regarding compliance with the Economic Crime and Corporate Transparency Act. Starting March 4, 2024, companies must provide a registered email address when filing confirmation statements or incorporating. The registered email will sync with company records in the Company Secretarial module. The document includes a legal disclaimer and copyright notice, emphasizing the confidentiality and proprietary nature of the information contained within.
    Synchronise with CCH Central
    This document provides a comprehensive guide on setting up synchronization between CCH Company Secretarial and CCH Central. It includes detailed instructions for installing the service, configuring data synchronization, and using various features such as the Data Analyser and contact management. Additionally, it contains sections on resolving error messages and multiple appendices for further reference. Links to specific topics within the guide are also provided for easy navigation.
    Installing the Service
    This document outlines the steps to install the CCH Company Secretarial service. Users must first acquire a CCH Company Secretarial license before running the CCH Central Suite Installer (CSI). It provides a link for detailed instructions on using the installer and notes that the service can be accessed via the Start menu under Services.
    Configuration for CCH Company Secretarial
    This document outlines the configuration settings for CCH Company Secretarial and its synchronization with CCH Central. It emphasizes the importance of reviewing and cleaning data before synchronization, using the Data Analyser feature for checking discrepancies. Users can choose between various synchronization methods and must ensure critical fields are populated to prevent data loss. The document also details address configuration, highlighting rules for identity flags, and mentions the new de-linking option for address changes affecting multiple records. Draft contact authorizations and the importance of synchronizing in small batches are also discussed.
    Filing forms to companies house 
    Filing forms to companies house