ParentPay transactions can be imported into Tali automatically. The automatic integration is described here.

Use the ParentPay menu to do the following:

  • We will Authenticate Tali with your ParentPay credentials on your chosen date from which you want to import transactions from ParentPay into Tali.

  • Use Map Settlement Accounts to view your bank account mappings to ensure that transactions import into the correct names and accounts in Tali. 

  • Most names will map automatically, between Tali and ParentPay, using the pupil's unique MIS number, but if not, you can use the Map Names screen to map those that don't.  

  • Use the Map Accounts/Payment Items to map your accounts in Tali with payment items (accounts) in ParentPay. This ensures that the ParentPay transactions import into the correct names and accounts in Tali.

  • Use Unmapped ParentPay Transactions to view any transactions that have not been mapped or do not need to be mapped/imported into Tali.

Use the Bank & Cash and Transactions menus to do the following:

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