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Bookkeeping Guide

Smart Bookkeeping

Use the smart suggestion queue to approve, fix or ignore category suggestions.

Start steps Field guide

Suggestion Queue

1 Review Read supplier, amount, suggested category and confidence.
2 Act Approve, Fix category, or Ignore.
3 Audit Suggestion decisions are recorded for review.
The queue keeps actions simple so users do not need a full bookkeeping screen for every transaction.

Step By Step

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

  1. Open smart coding

    Open UK Workflow Hub, Expenses or Smart Coding depending on plan access.

    Open full instructions
    cherrybank.money/smart-bookkeeping/step-1
    Step 1 visual

    Open smart coding

    Open UK Workflow Hub, Expenses or Smart Coding depending on plan access.

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

    Check the suggested category, confidence badge, amount, supplier and date.

    Open full instructions
    cherrybank.money/smart-bookkeeping/step-2
    Step 2 visual

    Review suggestion

    Check the suggested category, confidence badge, amount, supplier and date.

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

    Approve when the category is correct.

    Open full instructions
    cherrybank.money/smart-bookkeeping/step-3
    Step 3 visual

    Approve

    Approve when the category is correct.

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

    Choose Fix category when the suggestion is close but wrong, then save the corrected category.

    Open full instructions
    cherrybank.money/smart-bookkeeping/step-4
    Step 4 visual

    Fix category

    Choose Fix category when the suggestion is close but wrong, then save the corrected category.

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

    Ignore suggestions that should not be applied.

    Open full instructions
    cherrybank.money/smart-bookkeeping/step-5
    Step 5 visual

    Ignore

    Ignore suggestions that should not be applied.

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

    Role-gated approvals and changes are recorded for governance review.

    Open full instructions
    cherrybank.money/smart-bookkeeping/step-6
    Step 6 visual

    Check audit trail

    Role-gated approvals and changes are recorded for governance 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
Confidence Shows how sure the system is about the suggestion.
Suggested category Proposed bookkeeping category.
Action Approve, Fix category, or Ignore.

Tips

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

  • Low-confidence items should be reviewed carefully before approval.

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