CherryMoney Step Lesson
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Expenses Guide ยท Step 5 of 5

Save expense

Save once the record is correct. The expense can then be used for reports, VAT and payroll packs where relevant.

Start this lesson Fields to check
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Step 5 screenshot

Save expense

Save once the record is correct. The expense can then be used for reports, VAT and payroll packs where relevant.

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

Save once the record is correct. The expense can then be used for reports, VAT and payroll packs where relevant.

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.

Supplier Helps identify duplicates and reporting.
Category Feeds bookkeeping, tax and expense reports.
Project/fund Required for charity and VCSE restricted fund reporting.

Tips

Use these checks if the saved record does not look right.

Tip

Keep receipt files attached or referenced so later review is easier.