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Tali Data Collection - Check your Balances are Equal before you Submit your Form
Tali Data Collection - Check your Balances are Equal before you Submit your Form

Check your balances are equal in the Tali Data Collection Form

Becky Watson avatar
Written by Becky Watson
Updated over a week ago

Check your balances show you are in balance

  1. Please check the figures displayed:
    ​A
    The Balances of your Bank + Cash      
    should reflect what you entered in Bank Accounts and Cash.
    ​B
    ​The Balances of your Accounts + Unpresented Debits - Unpresented Credits should reflect what you entered in Unpresented and Unreconciled Credits and Debits.

  2. Check that the value in C is A - B and equals 0.00 (Zero).
    ​Warning! This value will show BEFORE you click Calculate. If it does not, please go back and check your figures in A and B again.

  3. Enter the date you want to start Tali from.
    ​Important! This is usually the day after you reconciled your bank accounts. After this date you should NOT use your old software or spreadsheets as you will not be able to enter the transactions into Tali.

  4. Enter your Financial Year start date.

  5. Enter any comments if you have them.

  6. To save the details, click Save Progress. For information about how to set up an account to save progress, see the Article, The Data Collection Form.
    To submit the data to Pebble so that your software can be set up for you, click Submit.

What happens now?

When you have submitted your online form:

  • Pebble will set up Tali for you within four working days from the date of submission.

  • You will receive an email inviting you to create a password to log on to Tali, and to book a training session on Tali.

Note: Ongoing support for using Tali subsequent to your initial training session, if not already purchased, is purchased separately. If you want to make use of Tali Support, please contact us at sales@mypebble.co.uk to discuss this.

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