The dashboard provides a way of accessing things quickly. You can see a high-level view of transactions over a time period, search account balances or transactions, and see a breakdown of accounts, names and transactions in Tali.
Transactions
Enter income or expenditure by clicking Income or Expenditure in the Transactions section of the dashboard.
Cancel transactions or transfer between accounts from the More Transactions drop-down list.
Tip: You can also select these options from the Transactions tab.
Reports
Click Search Account Balances to search your account balances, or Search Transactions to search your transactions.
Tip: You can also select these options from the Reports tab.
Bank & Cash
See a banking summary with a breakdown by cash in hand, cheques in hand, and the amounts in your various bank accounts.
Click Report to view the Bank & Cash Summary report.
Bank Income to bank income.
Click Reconcile to reconcile a bank account.
Tip: You can also select these options from the Bank & Cash tab.
Organisation Summary
See a breakdown of the number of accounts, names and transactions.
Click Names or Manage Names to manage the names set up.
Click Accounts or Manage Accounts to manage the accounts set up.
Click Transactions to search the transactions.
Tip: You can also select Manage Names or Manage Accounts options from the Administration tab.