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Overview

You can use Filing Manager to monitor and update the status of your account filings with Companies House, directly from Onvio Accounts. One of the benefits of using Filing Manager is that you no longer need to check each client's filing status individually. 

Before you start

You'll need to have the View Filing Manager permission. 

View filings, update filing status , and export filing information

1. Go to Onvio Accounts and select the Filing Manager tab. 
2. Use the Acknowledged, Rejected, or Accepted tab to narrow your view. 
3. To view more information about a submission, select See details.
4. If you want to update a client's filing status:
   • Select Get latest filing status next to their name to update only their filing status.
   • Select Get all latest filing status to update the filing status for all clients.

     Note: You'll need the Get Latest Filing Status permission to get the latest filing status from Companies House for all filed reports.

5. To download the data shown in the Filing Manager grid to an Excel spreadsheet, select Export.