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 Forgot password, enter the account email and follow the email reset link or code. Email delivery uses Brevo where configured.
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.
| Email/password | Standard login path for all account types. |
|---|---|
| Google OAuth | Convenience login that depends on correct Google app redirect settings. |
| Verification status | Controls whether a registered user can enter the workspace. |
Tips
Use these checks if the saved record does not look right.
Tip
Do not create duplicate accounts when verification fails. Resend verification or use admin verification instead.
Tip
If Google login fails, fix the OAuth redirect in Google Cloud Console before retesting.