CherryMoney University Training: accounting, invoices, VAT, expenses and AI finance workflows
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Module 2

Creating Accounts, Login And Verification

Train students to create accounts, choose organisation type, verify email, recover passwords and understand admin manual verification.

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Learning Goals

By the end of this module, learners should be able to complete the workflow in CherryMoney and explain the accounting reason behind each important step.

  • Create a new account with the correct organisation type.
  • Explain verification, resend verification and manual admin verification.
  • Use email login and understand Google sign-in and Apple mobile sign-in requirements where available.
  • Diagnose common login problems without creating duplicate accounts.

Lesson Plan

Use these lesson blocks for lecture delivery, live demo and class discussion.

Signup data

The signup form collects organisation type, company name, full name, email, country, phone and password. Validation should retain entered values so users can correct mistakes quickly.

Organisation type at signup

The selected type drives onboarding and should be chosen carefully: sole trader, Companies House entity, charity or VCSE structure.

Authentication support

Verification and password-reset emails use the configured email service. Google sign-in requires correct OAuth settings, while Apple mobile sign-in verifies Apple identity tokens against approved client audiences. Availability depends on the deployed app and configuration.

Step-By-Step Lab

This is the student-facing sequence for the practical class. Complete the steps in order, then capture the evidence listed below.

  1. Open signup and choose the organisation type before entering account details.
  2. Enter company or organisation name, full name, email, country, phone and password.
  3. Create the account, open the verification screen and record what the user sees.
  4. Use resend verification or the simulator mailbox to complete the normal path.
  5. Repeat with a blocked email account and use admin manual verification as the support path.
  6. Sign out, sign in again and confirm the user lands on the correct onboarding route.

Classroom Run Sheet

Use this structure to teach the module in a repeatable classroom or lab session.

Explain
Explain this module Introduce the accounting concept first: customer, invoice, VAT, expense, fund, role or audit trail.
Demonstrate
Demonstrate this module Trainer performs the workflow once in CherryMoney using a projected simulator account.
Practise
Practise this module Students complete the same workflow in their own VM tenant using seeded records.
Review
Review this module Students compare system outputs with expected accounting treatment and discuss errors.
Evidence
Evidence this module Students submit screenshots, exports, PDFs or short explanations for assessment.

Simulator Practice

These are the VM practice tasks for this module. They are written as student-facing tasks and can later be wired into a guided simulator checklist.

Practice Brief

  1. Create one sole trader account and one charity or VCSE account using simulator email addresses.
  2. Trigger a validation error and confirm the form keeps entered data.
  3. Use resend verification and then complete verification using the simulator mailbox or trainer-provided code.
  4. Use the trainer admin role to manually verify a user who cannot receive email.

Knowledge Check

Use these questions for in-class review, a short quiz or a reflective workbook entry. Answers are hidden by default — open each one to check your work.

  1. Q1 What should a user do before creating a second account with the same email? Answer

    Check whether the original account was only deleted or locked rather than fully removed — a duplicate-email error often means it still exists in some form, so it should be recovered or verified rather than duplicated.

  2. Q2 When should admin manual verification be used? Answer

    Only as a support path when a user cannot complete normal email verification, and only after their identity has been checked — not as a routine shortcut.

  3. Q3 Why does organisation type matter during signup? Answer

    It drives everything downstream in onboarding — sole trader, Companies House entity, charity and VCSE structures each need different fields and follow a different setup path.

Assessment And Evidence

Students should submit proof that the workflow was completed and a short explanation of the decisions made.

Student Evidence

  • Explain why duplicate email errors can happen after a user was deleted or locked.
  • Document the correct support steps for a student who cannot verify email.

Trainer Notes

  • Use fake emails only in the simulator.
  • Keep one intentionally unverified account for troubleshooting practice.

Continue The Course

Move through the modules in order for a complete accounting, invoicing, compliance and AI finance workflow.

Module 1 2 hours

Orientation: CherryMoney, Cloud Accounting And AI

Introduce CherryMoney as a practical accounting workspace and explain how AI supports, but does not replace, review and judgement.
Module 3 3 hours

UK Identity And Organisation Onboarding

Teach students how different UK organisation types affect records, statutory fields, people records and filing reminders.
Module 4 2 hours

Clients, Products, Services And Templates

Build the master records that make invoice and quote creation accurate and fast.