CherryMoney University Training: accounting, invoices, VAT, expenses and AI finance workflows
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Module 9

Payroll Summary Packs

Prepare payroll review packs where the plan includes payroll features.

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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.

  • Identify when payroll features are visible based on plan and role.
  • Record or review payroll-related costs.
  • Generate a payroll summary pack.
  • Explain what a reviewer should check before filing or sharing payroll data.

Lesson Plan

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

Payroll visibility

Payroll appears only where the assigned plan and role allow it.

Payroll pack purpose

The pack gathers payroll-related records for review, not automatic payroll filing.

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. Confirm the selected plan and role include payroll access.
  2. Open payroll summary or payroll pack from the workflow hub.
  3. Review payroll-related cost records for the month.
  4. Generate the payroll summary pack.
  5. Check totals, period, reviewer notes and missing data warnings.
  6. Export the pack as assessment evidence using fictional data only.

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. Open the payroll area for a plan that includes payroll.
  2. Prepare a payroll summary pack for the current month.
  3. Compare what a sole trader plan sees against a higher company plan.

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 might payroll not be visible to every user? Answer

    Because payroll only appears where the assigned plan and role allow it.

  2. Q2 What should be checked in a payroll summary pack? Answer

    Totals, the period covered, reviewer notes and any missing-data warnings before it is treated as ready.

  3. Q3 Why should payroll data in training always be fictional? Answer

    The pack is for practising the review process, not for handling real employee pay — only fictional employee and payroll data should ever be used in the simulator.

Assessment And Evidence

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

Student Evidence

  • Submit a payroll pack summary and explain the review checks needed.

Trainer Notes

  • Use fictional employee and payroll data only.

Continue The Course

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

Module 7 3 hours

AI-Assisted Bookkeeping And Review

Use AI suggestions to classify records while keeping review, correction and audit controls.
Module 8 4 hours

VAT, Cherry Tax And Compliance Checks

Prepare VAT reviews, inspect Cherry Tax calculation inputs, understand current MTD/HMRC boundaries and use compliance prompts.
Module 10 4 hours

Charity, VCSE, Grants And Restricted Funds

Teach fund accounting concepts through charity and VCSE workflows.
Module 11 3 hours

Accountant Workspaces, Governance And Admin Controls

Control role-aware access, accountant client grants, Analytics admin policy, publishing controls, verification and audit trails.