Tali - Enter income

How to enter Income in Tali

Becky Watson avatar
Written by Becky Watson
Updated over a week ago

To be able to save Income, you must select an Account, enter a Description, enter an Amount and select a Name. 

Enter Income for a trip

  1. Select Transactions > Enter Income.

  2. Choose the Account you have created to enter the Income. If you need to create an account, you can do so by clicking Manage Accounts.
    For information on creating an account, see the Article, Create Accounts

  3. Enter the Description, e.g. Trip Money.

  4. Enter the transaction Type as Cash/Cheque/Direct Credit. If you want to split the income received, Type must be either Cheque or Direct Credit.

  5. Enter the Date the Income was received.

  6. Enter the Amount of Income received.

  7. Choose a Name, who the money was received from e.g. A Pupil or several Pupils for this one amount, crediting several Pupils at once for one Income amount and type e.g. Cash or Cheque.If you need to create a name, you can do so by clicking Manage Names.
    For more information on how to do this, see the Article, Create Pupil Names Manually

  8. Click Save or Save & Print.

Print a receipt

  1. Click Save & Print when you finish entering the Income. The Print window opens and you can choose the printer, number of copies and so on.

Splitting Income

If you want to split the income received between accounts, Type must be Cheque or Direct Credit. After you have entered the income received and clicked Save or Save & Print, you will be offered the chance to split the income in a yellow box at the top of the screen. Clicking on Split this Income in the yellow box will allow you to do this.

For more information on splitting income, see the Article, Split Income.

Enter contra-entries

If you need to cancel Income in a closed period, enter a contra-entry Income (Direct Debit) in the current period. This leaves a trail in Tali for audit purposes.

Note: Always use Transactions > Cancel Income or Expenditure Transaction to cancel transactions in the current period.

Reprint a receipt

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