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How do I manage accounts?
How do I manage accounts?

Manage accounts

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

Use accounts to manage and report on income and expenditure for different items e.g. events, locations or classes. There is no limit on the number of accounts you can have.

Create New Accounts

To create a new account to pay income to and record expenditure from:

  • Select Administration > Manage Accounts > Create New Account.

The Account Code is a combination of between 1 and 6 letters and/or numbers. Once saved, a code and an account name can be edited but can never be deleted; instead Accounts are taken Out of Use when you have no further need of them. This prevents them from appearing on the transaction screens. They may continue to appear on the report screens if they have a balance which is relevant to the open financial period. The accounts in the group will be reported individually and with a subtotal.

Note: When accounts are listed in Tali, they are presented in Account Code order; numbers first and then alphabetically.

Updating Accounts

You can update accounts using batch and group actions.

Batch Actions

The options in these sections can be applied to more than one account at a time.

Once an account is no longer required for daily use you can mark it Out of Use. Select the box next to the account then select Out of Use and Update Account(s)

You can return an account to 'in use' by clicking Show Out of Use. You will now see 'out of use' accounts; they will appear in grey. Select the account(s) and then select In Use and Update Account(s)

Group Actions

You can create your own account groups for your Tali accounts, e.g. trips, off site, overseas, sixth form, etc. Together with the filter options throughout Tali, groups assist you in selecting accounts quickly within reports.

Note: Accounts can be assigned to more than one group, so you can design the groups to make your workday easier.

Once you have created the groups you want to use, you assign accounts to the groups. This includes the accounts in the group and you can then apply various actions to the groups.

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