Scenario briefing
Each student or team receives a business or charity scenario with opening data, deadlines and required outputs.
Learning Goals
By the end of this module, learners should be able to complete the workflow in CherryBank and explain the accounting reason behind each important step.
- Run an end-to-end CherryBank workflow independently.
- Create and correct sales records, capture expenses and review AI suggestions.
- Prepare VAT, expense, payroll or charity reports according to the scenario.
- Present clear evidence and plain-English reasoning to a reviewer.
Lesson Plan
Use these lesson blocks for lecture delivery, live demo and class discussion.
Independent work
Learners must decide the correct workflow rather than following only step-by-step prompts.
Review and reflection
The final submission includes records, exports and a short explanation of accounting and AI review decisions.
Step-By-Step Lab
This is the student-facing sequence for the practical class. Complete the steps in order, then capture the evidence listed below.
- Read the assigned scenario and identify the organisation type, plan, role and reporting deadline.
- Complete or confirm onboarding and statutory fields.
- Create clients, products, quotes, invoices, payments and one correction.
- Capture expenses, imports, duplicates, mileage or fixed assets as required.
- Process AI suggestions and document every approve, fix or ignore decision.
- Prepare VAT, payroll, expense or charity reports according to the scenario.
- Export the evidence pack and write the final plain-English review summary.
Classroom Run Sheet
Use this structure to teach the module in a repeatable classroom or lab session.
Explain
Explain this module
Introduce the accounting concept first: customer, invoice, VAT, expense, fund, role or audit trail.
Demonstrate
Demonstrate this module
Trainer performs the workflow once in CherryBank using a projected simulator account.
Practise
Practise this module
Students complete the same workflow in their own VM tenant using seeded records.
Review
Review this module
Students compare system outputs with expected accounting treatment and discuss errors.
Evidence
Evidence this module
Students submit screenshots, exports, PDFs or short explanations for assessment.
Simulator Practice
These are the VM practice tasks for this module. They are written as student-facing tasks and can later be wired into a guided simulator checklist.
Practice Brief
- Complete onboarding for the assigned organisation.
- Create clients, products, quotes, invoices, payments and one correction.
- Import expenses, resolve duplicates and approve or fix AI suggestions.
- Prepare VAT breakdown and compliance checklist.
- For VCSE scenarios, prepare a restricted fund or donor report.
- Export the final evidence pack for assessment.
Knowledge Check
Use these questions for in-class review, a short quiz or a reflective workbook entry.
- What evidence proves the finance cycle was completed?
- Which output should be checked before VAT or compliance review?
- How should a learner explain an AI-assisted decision?
Assessment And Evidence
Students should submit proof that the workflow was completed and a short explanation of the decisions made.
Student Evidence
- Final evidence pack: invoice PDF, payment record, expense report, VAT breakdown, compliance checklist and reflection.
- Oral or written explanation of one AI-assisted decision and one accounting correction.
- Marking criteria: accuracy 40%, workflow completeness 25%, evidence quality 20%, explanation 15%.
Trainer Notes
- Use different scenarios so students cannot copy each other exactly.
- Reset VM data after each cohort or keep snapshots for moderation.
Continue The Course
Move through the modules in order for a complete accounting, invoicing, compliance and AI finance workflow.