CherryMoney University Training: accounting, invoices, VAT, expenses and AI finance workflows
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Module 3

UK Identity And Organisation Onboarding

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

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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.

  • Complete the UK setup wizard for sole trader, limited company, CIC, CIO, CLG, charity and unincorporated association examples.
  • Record Companies House, Charity Commission and OSCR-ready fields.
  • Track directors, trustees, PSCs and responsible finance users.
  • Set filing date reminders for accounts, confirmation statement, VAT and corporation tax.

Lesson Plan

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

Sole trader onboarding

Sole traders focus on trading identity, Self Assessment readiness, invoices, expenses and simple tax records.

Limited company and Companies House entities

Companies need registered office, company number, SIC, directors, PSCs, accounts due date and confirmation statement reminders.

Charity and VCSE onboarding

Charity and VCSE records need charity number fields, trustee records, grant tracking, restricted fund context and stewardship reporting needs.

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 UK Workflow Hub and start the setup wizard.
  2. Select the organisation type and note which fields become relevant.
  3. Enter official identity fields such as company number, charity number, registered office or trading name.
  4. Add people records: director, trustee, PSC or responsible finance user.
  5. Add filing reminders and compliance dates.
  6. Save the profile and check the dashboard or workflow hub reflects the completed setup.

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. Complete onboarding for a sole trader demo organisation.
  2. Complete onboarding for a limited company demo organisation and add director and PSC details.
  3. Complete onboarding for a charity or CIC and add trustee or responsible person records.
  4. Set accounts due date, confirmation statement due date and VAT review reminders.

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 Which fields are more relevant to a limited company than a sole trader? Answer

    Registered office, company number, SIC code, directors, PSCs, accounts due date and confirmation statement reminders.

  2. Q2 Why should filing dates be recorded during onboarding? Answer

    So accounts, confirmation statement, VAT and corporation tax reminders are set from day one instead of being discovered late.

  3. Q3 What extra context does a charity or VCSE organisation need? Answer

    Charity number fields, trustee records, grant tracking, restricted-fund context and stewardship-reporting needs.

Assessment And Evidence

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

Student Evidence

  • Compare the fields needed by a sole trader and a CIC.
  • Submit a completed onboarding checklist for one Companies House entity and one VCSE entity.

Trainer Notes

  • Use official-looking but fake company and charity numbers in the simulator.
  • Ask students to explain why the onboarding path changes by organisation type.

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 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 4 2 hours

Clients, Products, Services And Templates

Build the master records that make invoice and quote creation accurate and fast.
Module 5 4 hours

Quotes, Invoices, Cherry Pay And Getting Paid

Run the full sales cycle from quote to invoice, preview, payment request, payment tracking and correction, including Cherry Pay options where enabled.