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
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.
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.
| 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 if the saved record does not look right.
Tip
Only ask for fields that make sense for the user type.
Tip
For VCSE users, capture fund and project tracking needs early.