All Collections
Tali Catering
Tali - Name Summary
Tali - Name Summary

See individual pupil balances in Tali

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

Use this screen to see individual pupil balances.

Find Pupils

  • Enter the Name you want to find (if you know it) in the Filter box.

  • Use the Filter to shorten the list of names that is displayed, by entering a character or characters you think are in the name.

  • If you aren’t sure if the name is out of use, you can show or hide out of use names in the following way:
    To show out of use names, click Show out of use. Out of use names are shown greyed out in the List of Names.T
    o hide out of use names, click Hide out of use. Only in use names are shown in the List of Names.

  • Use the paging controls  to check for the name you want on another page.

See the Balance of a Pupil's Account

  1. Select the Account.

  2. Select the Group, if applicable.

  3. Select the Date From/To dates.

  4. To see all balances, including paid balances, select Show Paid Balances. If you only want to see outstanding balances, clear the Show Paid Balances check box.

  5. Click Search.

Print the Balances

  • Click Print.

Export Balances

  • Export a list of balances to a comma-separated value (CSV) file by clicking Export CSV. This list is downloaded as name_summary.csv.

Note: It is your responsibility to handle personal data in accordance with Data Protection legislation.

View what has been taken in different ways

  • To see what items have been taken, use Catering > Taken Items.

  • To see what items a pupil has been recorded against, use Catering > Statement.

  • To see the total number of free meals and universal free school meals, use Register > Catering Free School Meals.


Did this answer your question?