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
Check the suggested category, confidence badge, amount, supplier and date.
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.
| 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 if the saved record does not look right.
Tip
Low-confidence items should be reviewed carefully before approval.