This section is where you can enter the details of the accounts you would like setting up within Tali e.g. Trips, Uniforms, Clubs, Visits, etc.
Please enter your total of account balances only on the data collection form and then send us a csv to support@mypebble.co.uk
We need a csv list of your Accounts you would like setting up initially in Tali, please use - prefix for minus amounts
NB - You can add Accounts in Tali at any time; this is your starting position only
You need to create a CSV (and save this) of your Accounts and it should look like this please, with the headings exactly as in the screenshot and then send this to support@mypebble.co.uk - don't forget to add your organisation to the file name!
You need to create a CSV (and save this to your pc) of your Accounts and it should look like the image below, with the headings exactly as in the screenshot and then send this to support@mypebble.co.uk - don't forget to add your organisation to the file name!
No duplicated codes, £ signs and no total balances, spare lines or missing info please.
An example account might be;
code = ALTON25
name = Alton Towers 2024
open = £ the opening balance of the account (negatives should have a minus pre-fixing the amount - no £ signs and no commas)
The headings on the csv must be as follows, code, name, open;
Next. For more information, see the Article, Your Balances from the previous pages.