The UK government provides state funds to schools and colleges according to various rules. For more information on this see HMRC's School and College Funding and Finance page here.
Each school or college will have its own funds which are raised by parents, teachers and pupils and which covers school trips, meals, facilities, sponsored events, and so on. Tali Office has everything that you need to handle the management of these independently raised school funds.
Tali Catering provides full management of school funds for meals taken at schools on top of full management of funds for school trips and donations.
What must you do?
Set up Tali Catering for the year ahead
Set up school accounts for meals taken (includes setting opening balances).
Set up student and school supplier names.
Set up any integrations between Tali Catering and third party organisations such as ParentPay.
Set up bank accounts.
Set up ledger codes.
Note: Much of the setup above will be done during your onboarding training session.