CherryMoney University Training: accounting, invoices, VAT, expenses and AI finance workflows
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Module 1

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.

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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.

  • Navigate the public site, login, dashboard, left menu and help centre.
  • Explain the difference between Quick mode and Expert mode.
  • Understand the role of AI suggestions, confidence badges and human approval.
  • Identify which features depend on plan, role and organisation type.

Lesson Plan

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

What CherryMoney is for

CherryMoney brings invoicing, expenses, VAT review, payroll summary packs, UK onboarding and governance into one workspace.

How AI fits into finance work

AI can suggest categories, explain workflow next steps and reduce routine admin. Students must still review, approve and evidence the final decision.

Feature visibility

Students learn that a sole trader, limited company and VCSE organisation may not see the same features because plan, role and organisation type control access.

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 the training tenant and sign in as the student operator.
  2. Review the dashboard, left menu, UK Workflow Hub and help centre links.
  3. Switch to the reviewer role and compare which finance actions are visible.
  4. Open an AI suggestion example and identify the evidence a human should check.
  5. Write a short reflection on where CherryMoney assists the user and where judgement remains with the learner.

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. Log in as each demo role and note which menu items are visible.
  2. Open the UK Workflow Hub and identify which tiles are enabled for the demo organisation.
  3. Switch between Quick mode and Expert mode where available and write down what changes.

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 Why should AI suggestions be reviewed before approval? Answer

    Because AI can suggest categories and next steps but does not replace human review, approval and judgement — the final decision, and the evidence behind it, stays with the reviewer.

  2. Q2 What decides whether a user can see a module in CherryMoney? Answer

    Plan, role and organisation type together — a sole trader, limited company and VCSE organisation may not see the same features.

  3. Q3 What is the difference between Quick mode and Expert mode? Answer

    They present the same workspace at different levels of detail. Switching between them changes which fields, options and menu items are shown, which is exactly what students record while navigating the UK Workflow Hub.

Assessment And Evidence

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

Student Evidence

  • Submit a short explanation of how AI should be used safely in accounting software.
  • Identify three examples of plan-aware or role-aware feature access.

Trainer Notes

  • Start with a guided walk-through before allowing independent simulator practice.
  • Remind learners not to treat AI output as final without review.

Continue The Course

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

Module 2 2 hours

Creating Accounts, Login And Verification

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