Sometimes a 'Check Alert' sign like the one below will show against one or more companies on the portfolio screen.
On your Portfolio screen, alerts are colour‑coded by urgency (Red: urgent, Amber: medium, Green: low). You can sort the alerts so that they are grouped by urgency, with red alerts shown first, followed by amber, then green.
To sort alerts by urgency on the Portfolio screen, click on the alert column heading. This will reorder the alerts so that the most urgent (red) alerts appear at the top, then amber, then green.
Red – Urgent – These will remain until they are resolved
- The company Authentication Code is invalid
- Accounts Submission Overdue
- The shares in the company are unreconciled
- Dissolution Withdrawal Delayed
- Share option grant EMI scheme reminder
Amber – Medium – These will show for 30 days
- Companies House Response Rejection - clicking the alert from the company dashboard will show the rejection reason.
- Shares To Attribute
- Shares With Unpaid Amounts
- Company accounts approved but not filed
- Dissolution Delayed
- Confirmation Statement Overdue
- Accounts submission is due in the next month
- Confirmation Statement is due in the next month
Green – Low – These will appear for 7 days
- Welcome message for the first company which you add
- Companies House Response to confirm that a filing was successful
What this means is that on the dashboard for the underlying company there is one or more Alerts and Notifications. To see what the Check Alert refers to click on the blue arrow opposite the company.
This will take you to the Dashboard of the relevant company where you will see the details of all the relevant alerts. They will often be confirmation that an action has been processed or reminders that an important date is approaching.
If you are satisfied that the alert does not require (further) action you can simply clear it by clicking on the red clear sign.
This will remove that particular message from the Alerts and Notifications section.
Note: A permanent record will be kept for any actions e.g. allotting shares in the Recent Activity table which is just underneath the Alerts and Notifications table.
Once you have cleared all the Alerts and Notifications the Check Alert triangle will no longer show on your portfolio screen.
Note: Inform Direct will automatically remove the yellow triangle from a Portfolio screen if all the alerts for the particular company are at least 30 days old even if they have not been cleared.