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Tali

Guides to help you manage your school’s finances with Tali

153 articles
Getting Started with Tali

Everything you need to know to get started using Tali

Tali Data Collection - IntroductionIntroduction to Tali Data Collection
Tali Data Collection - The Data Collection FormSee an overview of the Tali data collection form and create an account to save your entries
Tali Data Collection - Your School's DetailsEnter your school's details in the Tali Data Collection Form
Tali Data Collection - Who needs Access?Specify who needs access to Tali in the Tali Data Collection form
Tali Data Collection - Pupil and Staff NamesSpecify import method for pupil and staff names in the Tali Data Collection form
Tali Data Collection - Bank Accounts and CashEnter bank and cash details in the Tali Data Collection Form
Tali Data Collection - Unpresented and Unreconciled Credits and DebitsEnter details of unpresented and unreconciled credits and debits in the Tali Data collection form
Tali Data Collection - Accounts SetupEnter the details of the accounts you want to set up in Tali in the Tali Data Collection form
Tali Data Collection - Your Balances from Previous PagesSee the balances you have entered in the Tali Data Collection form
Tali Data Collection - Check your Balances are Equal before you Submit your FormCheck your balances are equal in the Tali Data Collection Form
Finding a WisePay Product ID codeUse this guidance to find a Product ID code for your Tali data collection or import processes
Go Cardless - Setting Up a Dual Signature Direct Debit MandateHow to set up a Dual Signature Direct Debit Mandate
Tali Office Administration

Year-End Closedown tick list - with or without online paymentsGeneric Closedown guide
Tali - AdministrationManage names, accounts, bank accounts, ledger codes, period end, etc in Tali
Tali - Manage Names and OrganisationsHow Names and Organisations work in Tali
Tali - Find NamesSearch names in Tali
Tali - Period End Draft/ClosePeriod end closedown in Tali
Tali - View Updated NamesSee what name records have been updated or changed in Tali
Tali - Create Pupil Names ManuallyCreate Pupil Names Manually in Tali
Tali - Import Batches of Pupil NamesImport a batch of names in a CSV file in Tali
Tali - Edit Pupil NamesEdit pupil names in Tali
Tali - Set Up Gift Aid Eligibility For PupilsSet Up Gift Aid Eligibility in Tali
Tali - Remove Pupil NamesRemove pupil names in Tali
Tali - Manage Groups of NamesGroups of Names in Tali
Tali - Mark Names In or Out of UseNames In Use Names Out of Use Tali
Tali - Create OrganisationsCreate Organisations in Tali
Tali - Edit OrganisationsEdit organisations in Tali
Tali - Remove OrganisationsRemove organisations in Tali
Tali - Manage AccountsHow Accounts work in Tali
Tali - Find AccountsSearch accounts in Tali
Tali - Create AccountsCreate Accounts in Tali
Tali - Edit AccountsEdit Accounts in Tali
Tali - Remove AccountsRemove Accounts in Tali
Tali - Manage Groups of AccountsGroups of Accounts in Tali
Tali - Mark Accounts In or Out of UseAccounts In Use Accounts Out of Use in Tali
Tali - Manage Bank AccountsManaging bank accounts in Tali
Tali - Find Bank AccountsSearch bank accounts in Tali
Tali - Create Bank AccountsCreate bank accounts in Tali
Tali - Edit Bank AccountsEdit Bank Accounts in Tali
Tali - Remove bank accountsRemove bank accounts in Tali
Tali - Manage Ledger CodesManaging Ledger Codes in Tali
Tali - Create Ledger CodesCreate ledger codes in Tali
Tali - Edit Ledger CodesEdit Ledger Codes in Tali
Tali - Remove Ledger CodesRemove ledger codes in Tali
Tali - Manage Period EndManage period end in Tali
Tali - View Opening BalancesView opening balances in Tali
Tali FAQ Articles

Tali FAQ Articles

How can I add interest and charges made by my bank?Add interest and bank charges made by the bank
How can I correct the value of a cashed cheque?Correct the value of a cashed cheque
How can I see my account balances?See account balances
How can I see information from a previous closed year?See information from a previous closed year
How can I see what transactions are owed at period end?See transactions owed at period end
How can I see who has or hasn't paid?See who's paid and who hasn't
How can I select a different bank account to reconcile?Select a different bank account to reconcile
How can I update staff members?Update staff members
How do I cancel a paying-in slip?Cancel a paying-in slip
How do I cancel items from a previous year?Cancel items from a previous year
How do I cancel transactions?Cancel transactions
How do I change my school / academy name?Change your school or academy name
How do I change to a new bank?Change to a new bank
How do I configure my browser?Configure browsers
How do I deal with a duplicated cheque or paying-in slip number?Sort out duplicated cheque numbers
How do I deal with unpresented cheques/direct debits/creditsDeal with unpresented cheques, direct debits and credits
How do I draw a cheque for cash?Draw a cheque for cash
How do I import Parentmail transactions?Importing ParentMail transactions
How do I import Schoolcomms transactions?Importing Schoolcomms transactions
How do I manage accounts?Manage accounts
How do I manage names?Manage names
How do I mark leavers as out of use?Mark leavers out of use
How do I process an Oracle transaction from the City of Edinburgh so I can reconcile my bank account?Process Oracle transactions from City of Edinburgh
How do I reconcile all my banks for period end?Reconcile all banks for period end
How do I record the Universal Infant Free School Meals (UIFSM) being taken?Record universal infant free school meals (UIFSM) being taken
How do I record unpresented debits and credits processed in a previous version so I can reconcile my bank statement?Record unpresented debits and credits processed in a previous version in order to reconcile bank statement
How do I remove duplicated transactions?Remove duplicated transactions
How do I reprint income or expenditure transactions?Reprinting income or expenditure transactions
How do I reprint paying-in slips?Reprint paying-in slips
How do I resolve a bounced cheque?Resolve bounced cheques
How do I resolve transactions not being imported?Resolve transactions not being imported
How do I reverse uncashed cheques?Reverse uncashed cheques
How do I see unreconciled items?See unreconciled items
How do I set up for Universal Infant Free School Meals (UIFSMs)?Set up for Universal Infant Free School Meals
How do I split income and expenditure?Splitting income and expenditure
How do I transfer amounts?Transfer amounts between accounts and names
How do I unreconcile a bank statement?Unreconcile a bank statement
How do I update my student names?Update student names from Sims (or any MIS) manually
How do I update the Register App?Update the Register App
How does Gift Aid work?How Gift Aid Works in Tali
What should I do if I think that transactions are not being imported automatically?Resolve transactions not being imported automatically in Tali
ParentPay

Integration with ParentPay

ParentPay - Quick overview of ParentPay and Tali Integration - Tasks
ParentPay: Settlement bank account out of balance/Adjustments
ParentPay: Invoices and splitting transaction feesHow to process ParentPay Transaction Fees
Tali ParentPay - Manage ParentPay IntegrationHow to integrate Tali with ParentPay
Period End Closedown - Tick List - Schools (inc ParentPay link)How to Closedown
How to Transfer ParentPay Payments so you can Reconcile your Bank StatementsTransfer ParentPay payments to reconcile bank statements
Tali ParentPay - Map ParentPay NamesMapping Pupil Names in Tali
ParentPay: Transfer between bank accounts
Tali - ParentPay Online AdjustmentsDo I need to cancel my ParentPay Adjustments in Tali?
Tali ParentPay - Map Accounts/Payment ItemsMapping Tali accounts with ParentPay payment items (accounts)
Tali ParentPay - Map Settlement AccountsView bank account mappings in Tali
Tali ParentPay - Unmapped ParentPay TransactionsView transactions that don't need to be mapped in Tali
How do I handle unsettled epayments? Eg. ParentPayHandle unsettled ParentPay epayments
How do I import ParentPay transactions manually?Import ParentPay transactions manually
How do I export income transactions from Tali to ParentPay automatically?Export income transactions from Tali to ParentPay automatically
How do I refund ParentPay when refunds exceed online income?Refunding ParentPay when refunds exceed online income
Importing Shop Transactions from ParentPayUsing Chrome to either enter totals or import all your shop transactions
Implementation - Obtaining the MISID from your MIS for use in ParentPayThis article will guide you through, how to retrieve MISIDs from your MIS.
ParentPay: Childcare Vouchers with ParentPay Online PaymentsHow to process Childcare Vouchers in Tali when you use ParentPay for online payments