Skip to main content

Tali - Reports

Reporting in Tali

Reports provide a useful way of tracking what is happening with your transactions.

Accounts Summary - list all your accounts
​Search Transactions - see transaction details
​Search Account balances - see how your accounts are performing
​List Income by Transaction Number - list income transactions
​List Expenditure by Cheque/Voucher Number - list expenditure transactions
​List Transfers - see transactions transferred between accounts or names
​List of Cancellations - see what transactions have been cancelled
​Who's Not Paid - see who's not paid for something
​Journal Reports - see a list of journals in the ledger or bank or cash account
​Produce HMRC-ready reports for online submission
​View claim history - view archived gift aid claim history

Did this answer your question?