Detailed Instructions
This page expands the selected step into a full training lesson. Read it once, then perform the action in CherryMoney.
What to do
Set up project, campaign or fund labels that will be used on income and expenses.
Before you start
- Make sure you are signed in to the correct CherryMoney organisation.
- Check your user role has access to this area.
- Keep the source information ready before saving the record.
How to complete it
- Open the menu area named in the step.
- Enter the required information carefully.
- Review the values before clicking save, create, approve or submit.
- Reopen the record once to confirm it displays correctly.
What success looks like
- The record is saved without an error message.
- The item appears in the list, dashboard, report or workflow queue.
- Any linked VAT, payment, client, expense or compliance fields remain visible after refresh.
Fields To Check
These fields affect this workflow and should be checked before saving.
| Restricted fund | Shows money that can only be used for a specific purpose. |
|---|---|
| Project/campaign | Groups income and costs for reporting. |
| Donor/funder | Supports stewardship and grant reporting. |
Tips
Use these checks if the saved record does not look right.
Tip
Restricted funds should be tagged at entry time, not reconstructed at year-end.