Tali - Edit Accounts

Edit Accounts in Tali

Dan Wakenshaw avatar
Written by Dan Wakenshaw
Updated over a week ago

Use this process to edit user accounts. 

Edit an account

  1. Select Administration > Manage Accounts.

  2. Filter the list to find the account you want. For help on this, see the Article, Find Accounts.

  3. Click the hyperlinked Account name.

  4. Amend the Account Code or Account Name, if required.

  5. Amend the following, if required:
    In Use
    (must be selected for the account to be used),
    Share Balances
    (must be selected if you want to enable sharing the balances with parents),
    Donation Account
    (must be selected if the account is for collecting donations)

  6. Amend the Opening Balance for the account, if required, by clicking Amend Opening Balance to open the Set Opening Balances screen.
    Select whether you want to Increase or Reduce the opening balance.
    Enter the amount by which you want to increase or reduce the opening balance.
    Click Set Opening Balance Change.
    The new opening balance appears in the New O/Balance field.

  7. Amend the Budget value and Unit Cost (cost per pupil head), if required.

  8. Select which Groups the account Belongs To by clicking the group name in the left-hand window and see it automatically appear in the right-hand window.

  9. If you need to create a new group, enter the name in the New Group field.
    Note:
    when you click Save, it will automatically be stored as a group the account belongs to.

  10. Click Save.

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