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
Open UK Workflow Hub and choose Compliance, or open the relevant reporting area.
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.
| Due date | Shows when action is needed. |
|---|---|
| Draft pack | Working output for review before filing. |
| Locked report | Finalised report protected from accidental edits. |
Tips
Use these checks if the saved record does not look right.
Tip
Use quarter-end playbooks before filing deadlines rather than waiting until the final day.