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Onboarding Guide

UK Setup Wizard

Complete the four-step onboarding flow for the selected UK organisation type.

Start steps Field guide

UK Onboarding

1 Identity Confirm organisation type and official number where available.
2 People Track directors, trustees or PSCs when relevant.
3 Dates Record accounts, confirmation statement, VAT or tax deadlines.
The setup wizard changes its prompts for sole traders, Ltd companies, CICs, CIOs, CLGs, charities and VCSE organisations.

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 UK Workflow Hub

    After login, open UK Workflow Hub from the left menu.

    Open full instructions
    cherrybank.money/uk-onboarding/step-1
    Step 1 visual

    Open UK Workflow Hub

    After login, open UK Workflow Hub from the left menu.

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

    Choose Open Setup Wizard. The wizard uses the organisation type selected during signup.

    Open full instructions
    cherrybank.money/uk-onboarding/step-2
    Step 2 visual

    Start setup wizard

    Choose Open Setup Wizard. The wizard uses the organisation type selected during signup.

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

    For Companies House entities, enter the company registration number. For charities, enter Charity Commission or OSCR details. For sole traders, enter Self Assessment and trading details where needed.

    Open full instructions
    cherrybank.money/uk-onboarding/step-3
    Step 3 visual

    Enter identity details

    For Companies House entities, enter the company registration number. For charities, enter Charity Commission or OSCR details. For sole trade...

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

    Add directors, trustees, PSCs or responsible finance users depending on the organisation type.

    Open full instructions
    cherrybank.money/uk-onboarding/step-4
    Step 4 visual

    Add people records

    Add directors, trustees, PSCs or responsible finance users depending on the organisation type.

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

    Record accounts due date, confirmation statement due date, corporation tax due date, VAT dates and other reminders that apply.

    Open full instructions
    cherrybank.money/uk-onboarding/step-5
    Step 5 visual

    Add filing dates

    Record accounts due date, confirmation statement due date, corporation tax due date, VAT dates and other reminders that apply.

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

    Save each step. The wizard should preserve progress so users can return later.

    Open full instructions
    cherrybank.money/uk-onboarding/step-6
    Step 6 visual

    Save progress

    Save each step. The wizard should preserve progress so users can return later.

    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
Companies House number Used to verify company identity and prefill official profile details where available.
Charity number Used for England and Wales Charity Commission or OSCR readiness.
Filing dates Drive reminders, compliance checklist and quarter-end prompts.

Tips

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

  • Only ask for fields that make sense for the user type.
  • For VCSE users, capture fund and project tracking needs early.

Related Guides

Move to the next workflow when this page is complete.

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