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Tali - Reports

Reporting in Tali

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

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

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