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Tali ParentPay Integration
ParentPay - Quick overview of ParentPay and Tali Integration - Tasks
ParentPay - Quick overview of ParentPay and Tali Integration - Tasks
Becky Watson avatar
Written by Becky Watson
Updated over a week ago

Tasks - Quick overview of ParentPay and Tali Integration

Daily, Weekly, Monthly and Yearly Tasks for a successful Integration - please see our User Guides for further information on these bullet points, found from within Tali, top and bottom right of your software - ‘Support’ - the individual guides 'support' these listed tasks below.

TA = Tali task

PP = ParentPay task

Daily

  1. PP OR TA - Enter Cash and Cheques received from Pupils in ParentPay or Tali, not both

  2. TA - Enter any other Cash and Cheques in Tali (Transactions>Enter Receipt) not entered on ParentPay

  3. TA - Record any Payments in Tali (Transactions>Record a Payment)

Weekly

  1. TA - Go to Tali>Bank & Cash>Pay Receipts to Bank and ‘Bank’ your Cash and Cheque any Receipts recorded in ParentPay and now showing on this screen along with any Cash and Cheques entered via Tali

Periodically

  1. PP - Create any new Payment Items in ParentPay

  2. TA - Mirror these ParentPay Payment Items in Tali by creating any New Tali Accounts as necessary

  3. TA - Map any new Payment Items in Tali to Tali Accounts in the ParentPay tab ParentPay>Map Accounts/Map Payment Items. Ignore any Payment Items that are not to be paid into your School Fund Bank Account in Tali - ‘Hide’ these

  4. TA - Map any new Pupil Names in Tali - go to ParentPay>Map Names (if not importing automatically)

  5. PP - Archive any old ‘Payment Items’ in ParentPay that are no longer in use

  6. TA - Mark ‘Out of Use’ any Accounts in Tali that are no longer in use

Monthly

  1. PP - Check your Collection Service Statement once a month to make sure you have been paid the correct amount into your School Fund Bank Account each week

  2. TA - Transfer the Settled Amount you can see on your School Fund Bank Account Statement from ParentPay via Bank & Cash>Transfer Between Bank Accounts

  3. TA - Reconcile your Bank Account/s in Tali

  4. TA - Process your Collection Service Invoices for ParentPay Transaction fees via Transactions>Record a Payment

Yearly

  1. TA - You will need to do your ‘Year End’ - use the info sheet found on the ‘Support’ tab in Tali, just filter for the word ‘Tick’

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