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
Use donor and stewardship fields to export a report for funders, trustees or internal review.
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.