CCH Company Secretarial - Known Issues

Last update: 14 September 2022

Date Raised ITS Description Workaround ( If applicable) Scheduled/Resolved
16/07/2021 63955 Prevent CoSec sync change email where a Portal User Records exists for that contact TBC
19/01/2021 61723 Blank screen when Printing/Exporting a report  This is caused by the browser in use not being able to cope with the system requirements.  The workaround is to access CCH Company Secretarial via the direct URL.

Useful Information! To remain informed about CCH Company Secretarial. Join the CCH Company Secretarial Group on our Customer Community to receive POSTS relating to CCH Company Secretarial.

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