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Payroll Guide

Payroll Pack

Prepare payroll summary packs from available finance and expense records where the plan includes payroll support.

Start steps Field guide

Payroll Summary

1 Collect Review payroll costs and relevant expenses.
2 Summarise Prepare a payroll pack for review.
3 Export Share with the responsible reviewer.
Payroll pack availability depends on plan and organisation type.

Step By Step

Follow these steps in order. Each step is written for a first-time user and avoids accounting jargon where possible.

  1. Check plan access

    Confirm payroll is included in the assigned subscription plan.

    Open full instructions
    cherrybank.money/payroll-pack/step-1
    Step 1 visual

    Check plan access

    Confirm payroll is included in the assigned subscription plan.

    A dedicated training visual for this step, focused on the exact action the learner should complete.
  2. Review payroll costs

    Add or review payroll entries and related expense records.

    Open full instructions
    cherrybank.money/payroll-pack/step-2
    Step 2 visual

    Review payroll costs

    Add or review payroll entries and related expense records.

    A dedicated training visual for this step, focused on the exact action the learner should complete.
  3. Generate summary pack

    Create the payroll summary pack for the selected period.

    Open full instructions
    cherrybank.money/payroll-pack/step-3
    Step 3 visual

    Generate summary pack

    Create the payroll summary pack for the selected period.

    A dedicated training visual for this step, focused on the exact action the learner should complete.
  4. Review before filing

    Check PAYE period, amounts, notes and supporting records.

    Open full instructions
    cherrybank.money/payroll-pack/step-4
    Step 4 visual

    Review before filing

    Check PAYE period, amounts, notes and supporting records.

    A dedicated training visual for this step, focused on the exact action the learner should complete.
  5. Export or share

    Export the pack for accountant, treasurer or internal review.

    Open full instructions
    cherrybank.money/payroll-pack/step-5
    Step 5 visual

    Export or share

    Export the pack for accountant, treasurer or internal review.

    A dedicated training visual for this step, focused on the exact action the learner should complete.

Fields To Check

These fields matter most for this workflow because they affect records, reports, reminders or customer-facing documents.

Field Why It Matters
Payroll period Controls the date range of the pack.
Payroll costs Amounts to be reviewed for payroll reporting.
Reviewer Person responsible for checking the pack.

Tips

Use these checks when something does not look right or the user cannot complete the workflow.

  • If payroll is not visible, check the assigned plan and role first.

Related Guides

Move to the next workflow when this page is complete.

Account Creating An Account Account Login Options Onboarding UK Setup Wizard Sales Clients And Products