Adding historic (i.e. pre-Kudocs) information to Kudocs
How do I add historic information to Kudocs – i.e. the information I have in my company registers that is no longer current but nevertheless important? When the company joins Kudocs, the account (and company registers) will be created initially using current Companies House data.
We appreciate that there may be more information that you want to have available as part of the company’s history. There are a number of ways to do this:
- You can record a wide range of information as ‘historic’ (e.g adding an historic – i.e. former – shareholder, and then recording various historic share transactions for them). You do this manually for each transaction that has happened in the past. It allows you to add as much detail about the historic event as you want, and is easy to do, but may be a little time consuming (depending on how many transactions you add). These processes do not affect the current information in Kudocs (as they are historic) and if you add historic share transaction information, the system will not require you to add all historic transactions – i.e. it does not validate that the totals of the historic transactions matches the current total. So you can add some historic transactions, but not all. Or add them at your leisure.
- A simpler option is to upload copies of the existing registers (pdf, excel, word…) to the document store. That will ensure all the information is in Kudocs, and you can refer to these historic records when needed.
- Kudocs can help you bulk import historic data if needed. Please contact us and we can discuss your needs.