Tali

A Starting Point - Tali Videos - For Visual Learners

For all you visual learners out there!

Written by Becky Watson
Updated over a week ago

Tali - Welcome to Tali

What is Tali for and how do you use it

Written by Dan Wakenshaw
Updated over a week ago

Tali - Manage School Fund

How School Fund Works in Tali

Written by Dan Wakenshaw
Updated over a week ago

Tali - Dashboard

What is the Tali Dashboard?

Written by Dan Wakenshaw
Updated over a week ago

Tali - WisePay Importing

CSV importing from WisePay software

Written by Becky Watson
Updated over a week ago

Income - Using a SumUp Card Reader

How to process and reconcile SumUp card reader transactions in Tali

Written by Becky Watson
Updated over a week ago

Tali - SchoolMoney

CSV importing from SchoolMoney software

Written by Becky Watson
Updated over a week ago

Tali - Manage Transactions

How Transactions work in Tali

Written by Becky Watson
Updated over a week ago

Tali - Enter income

How to enter Income in Tali

Written by Becky Watson
Updated over a week ago

Tali - Split Income

How to Split Income in Tali

Written by Becky Watson
Updated over a week ago

Tali - Record Expenditure

How to record Expenditure in Tali

Written by Becky Watson
Updated over a week ago

Tali - Split Expenditure

Split expenditure in Tali

Written by Becky Watson
Updated over a week ago

Tali - Transfer between Accounts

How to transfer funds between Accounts in Tali

Written by Becky Watson
Updated over a week ago

Tali - Transfer between Names

How to Transfer between Names in Tali

Written by Becky Watson
Updated over a week ago

Tali - Cancel Income or Expenditure Transaction

How to cancel transactions in Tali

Written by Becky Watson
Updated over a week ago

Tali - Amend Income or Expenditure Transactions

How to amend a transaction in Tali

Written by Becky Watson
Updated over a week ago

Tali - Import Transactions

How to import transactions from third party software in Tali

Written by Becky Watson
Updated over a week ago

Tali - Reports

Reporting in Tali

Written by Becky Watson
Updated over a week ago

Tali - Accounts Summary Report

List Accounts in Tali

Written by Becky Watson
Updated over a week ago

Tali - Search Transactions Report

See Transaction Details in Tali

Written by Becky Watson
Updated over a week ago

Tali - Search Account Balances

See how your accounts are performing in Tali

Written by Becky Watson
Updated over a week ago

Tali - List Income by Transaction Number

List income transactions in Tali

Written by Becky Watson
Updated over a week ago

Tali - List Expenditure by Cheque/Voucher Number

List expenditure transactions and reprint cheques if required in Tali

Written by Becky Watson
Updated over a week ago

Tali - List Transfers Reports

See transactions transferred between accounts or names in Tali

Written by Becky Watson
Updated over a week ago

Tali - List of Cancellations

See what transactions have been cancelled in Tali

Written by Becky Watson
Updated over a week ago

Tali - Who's Not Paid

See who's not paid for something in Tali

Written by Becky Watson
Updated over a week ago

Tali - Journal Reports

See journal reports for a ledger or bank/cash account in Tali

Written by Becky Watson
Updated over a week ago

Tali - Prepare Gift Aid Claims File to Submit to HMRC

Prepare Gift Aid Claims for HMRC in Tali

Written by Dan Wakenshaw
Updated over a week ago

Tali - View Gift Aid Claims

View Archived Gift Aid Claim History in Tali

Written by Dan Wakenshaw
Updated over a week ago

Tali - Manage Bank & Cash

Banking in Tali

Written by Becky Watson
Updated over a week ago

Tali - Bank & Cash Summary

View your bank accounts in Tali

Written by Becky Watson
Updated over a week ago

Tali - Bank History

View details of your bank account history in Tali

Written by Becky Watson
Updated over a week ago

Tali - Cash History

View debits and credits in the cash in hand account in Tali

Written by Becky Watson
Updated over a week ago

Tali - List Reconciled Bank Accounts

VIew reconciled bank account statements in Tali

Written by Becky Watson
Updated over a week ago

Tali - Pay Income to Bank

Record cash and cheques you are paying into the bank in Tali

Written by Becky Watson
Updated over a week ago

Tali - Draw Cheque for Cash

Record cheques you want to cash in Tali

Written by Becky Watson
Updated over a week ago

Tali - Transfer Between Bank Accounts

Transferring between bank accounts in Tali

Written by Becky Watson
Updated over a week ago

Tali - Cancel/Amend a Bank Transaction

Cancel or amend a bank transaction in Tali

Written by Becky Watson
Updated over a week ago

Tali - Reconcile Bank Statements

Bank reconciliation in Tali

Written by Becky Watson
Updated over a week ago

Tali - Unreconcile a Bank Statement

Unreconcile a bank statement in Tali

Written by Becky Watson
Updated over a week ago

Tali - List Cancelled Bank Transactions

List cancelled bank transactions in Tali

Written by Becky Watson
Updated over a week ago

Tali - Generate VAT100

Generate VAT100 Report with Tali

Written by Becky Watson
Updated over a week ago

Tali - Previous VAT100 Submissions

See previous VAT100 submissions in Tali

Written by Becky Watson
Updated over a week ago

Period End Closedown - Tick List - Schools (inc ParentPay link)

How to Closedown

Written by Becky Watson
Updated over a week ago

Year-End Closedown tick list - with or without online payments

Generic Closedown guide

Written by Becky Watson
Updated over a week ago

Tali - Administration

Manage names, accounts, bank accounts, ledger codes, period end, etc in Tali

Written by Dan Wakenshaw
Updated over a week ago

Tali - Manage Names and Organisations

How Names and Organisations work in Tali

Written by Dan Wakenshaw
Updated over a week ago

Tali - Find Names

Search names in Tali

Written by Dan Wakenshaw
Updated over a week ago

Tali - Period End Draft/Close

Period end closedown in Tali

Written by Dan Wakenshaw
Updated over a week ago

Tali - View Updated Names

See what name records have been updated or changed in Tali

Written by Dan Wakenshaw
Updated over a week ago

Tali - Create Pupil Names Manually

Create Pupil Names Manually in Tali

Written by Dan Wakenshaw
Updated over a week ago

Tali - Import Batches of Pupil Names

Import a batch of names in a CSV file in Tali

Written by Dan Wakenshaw
Updated over a week ago

Tali - Import names using MISapp with SIMS

Import names using MISapp with SIMS into Tali

Written by Dan Wakenshaw
Updated over a week ago

Tali - Edit Pupil Names

Edit pupil names in Tali

Written by Dan Wakenshaw
Updated over a week ago

Tali - Set Up Gift Aid Eligibility For Pupils

Set Up Gift Aid Eligibility in Tali

Written by Dan Wakenshaw
Updated over a week ago

Tali - Remove Pupil Names

Remove pupil names in Tali

Written by Dan Wakenshaw
Updated over a week ago

Tali - Manage Groups of Names

Groups of Names in Tali

Written by Dan Wakenshaw
Updated over a week ago

Tali - Mark Names In or Out of Use

Names In Use Names Out of Use Tali

Written by Dan Wakenshaw
Updated over a week ago

Tali - Create Organisations

Create Organisations in Tali

Written by Dan Wakenshaw
Updated over a week ago

Tali - Edit Organisations

Edit organisations in Tali

Written by Dan Wakenshaw
Updated over a week ago

Tali - Remove Organisations

Remove organisations in Tali

Written by Dan Wakenshaw
Updated over a week ago

Tali - Manage Accounts

How Accounts work in Tali

Written by Dan Wakenshaw
Updated over a week ago

Tali - Find Accounts

Search accounts in Tali

Written by Dan Wakenshaw
Updated over a week ago

Tali - Create Accounts

Create Accounts in Tali

Written by Dan Wakenshaw
Updated over a week ago

Tali - Edit Accounts

Edit Accounts in Tali

Written by Dan Wakenshaw
Updated over a week ago

Tali - Remove Accounts

Remove Accounts in Tali

Written by Dan Wakenshaw
Updated over a week ago

Tali - Manage Groups of Accounts

Groups of Accounts in Tali

Written by Dan Wakenshaw
Updated over a week ago

Tali - Mark Accounts In or Out of Use

Accounts In Use Accounts Out of Use in Tali

Written by Dan Wakenshaw
Updated over a week ago

Tali - Manage Bank Accounts

Managing bank accounts in Tali

Written by Dan Wakenshaw
Updated over a week ago

Tali - Find Bank Accounts

Search bank accounts in Tali

Written by Dan Wakenshaw
Updated over a week ago

Tali - Create Bank Accounts

Create bank accounts in Tali

Written by Dan Wakenshaw
Updated over a week ago

Tali - Edit Bank Accounts

Edit Bank Accounts in Tali

Written by Dan Wakenshaw
Updated over a week ago

Tali - Remove bank accounts

Remove bank accounts in Tali

Written by Dan Wakenshaw
Updated over a week ago

Tali - Manage Ledger Codes

Managing Ledger Codes in Tali

Written by Dan Wakenshaw
Updated over a week ago

Tali - Create Ledger Codes

Create ledger codes in Tali

Written by Dan Wakenshaw
Updated over a week ago

Tali - Edit Ledger Codes

Edit Ledger Codes in Tali

Written by Dan Wakenshaw
Updated over a week ago

Tali - Remove Ledger Codes

Remove ledger codes in Tali

Written by Dan Wakenshaw
Updated over a week ago

Tali - Manage Period End

Manage period end in Tali

Written by Dan Wakenshaw
Updated over a week ago

Tali - View Opening Balances

View opening balances in Tali

Written by Dan Wakenshaw
Updated over a week ago