Help centre · Accounts
I've just started on Accounts — how do I set up the company register so the chart draws itself?
Open this screen in Saral/accounts/company-structure
Accounts → Company Structure (/accounts/company-structure). 1) Add company for each legal company in the group: name, number, VAT, UTR, registered address, SIC, incorporation date, share capital, PAYE and Accounts Office references, and optionally the Xero organisation and company row it is linked to. 2) People tab: record each director, PSC and beneficial owner once. 3) Directors tab: give each person their seats (which board, from when). 4) Shareholders tab: record each holding — holder, class, percentage, consideration, effective dates. The chart on the Chart tab is drawn from the current shareholdings whose holder is a group company; you never type a parent. 5) Press Check registers: every company number is checked with Companies House and every VAT number with HMRC, and any difference is queued for you to Apply or Dismiss. From then on the same check runs by itself every week. Admin and Accounts (and anyone with structure.manage) may edit; everything written is logged on History.
Not what you needed? Inside Saral, ask Kuku (Alt+K) — if it cannot answer, “Ask a human” sends the question to Saral support with the chat attached.