Tali
Articles for Tali
80 articles
Tali - Import Bromcom TransactionsHow to import transactions from third party software in Tali - Bromcom
OFSM - Online Free School MealsOFSM Explained - How does it work?
Adding a Manually Created Name to TRAC within TaliThis guide will assist you in adding manually created name/organisation to TRAC for newly migrated sites. *This is a temporary measure*
Tali - WisePay ImportingCSV importing from WisePay software
Income - Using a SumUp Card ReaderHow to process and reconcile SumUp card reader transactions in Tali
Tali - SchoolMoneyCSV importing from SchoolMoney software
Tali - Manage TransactionsHow Transactions work in Tali
Tali - Enter incomeHow to enter Income in Tali
Tali - Split IncomeHow to Split Income in Tali
Tali - Record ExpenditureHow to record Expenditure in Tali
Tali - Split ExpenditureSplit expenditure in Tali
Tali - Transfer between AccountsHow to transfer funds between Accounts in Tali
Tali - Transfer between NamesHow to Transfer between Names in Tali
Tali - Cancel Income or Expenditure TransactionHow to cancel transactions in Tali
Tali - Amend Income or Expenditure TransactionsHow to amend a transaction in Tali
Tali - Import TransactionsHow to import transactions from third party software in Tali
Tali - ReportsReporting in Tali
Tali - Accounts Summary ReportList Accounts in Tali
Tali - Search Transactions ReportSee Transaction Details in Tali
Tali - Search Account BalancesSee how your accounts are performing in Tali
Tali - List Income by Transaction NumberList income transactions in Tali
Tali - List Expenditure by Cheque/Voucher NumberList expenditure transactions and reprint cheques if required in Tali
Tali - List Transfers ReportsSee transactions transferred between accounts or names in Tali
Tali - List of CancellationsSee what transactions have been cancelled in Tali
Tali - Who's Not PaidSee who's not paid for something in Tali
Tali - Journal ReportsSee journal reports for a ledger or bank/cash account in Tali
Tali - Prepare Gift Aid Claims File to Submit to HMRCPrepare Gift Aid Claims for HMRC in Tali
Tali - View Gift Aid ClaimsView Archived Gift Aid Claim History in Tali
Tali - Manage Bank & CashBanking in Tali
Tali - Bank & Cash SummaryView your bank accounts in Tali
Tali - Bank HistoryView details of your bank account history in Tali
Tali - Cash HistoryView debits and credits in the cash in hand account in Tali
Tali - List Reconciled Bank AccountsVIew reconciled bank account statements in Tali
Tali - Pay Income to BankRecord cash and cheques you are paying into the bank in Tali
Tali - Draw Cheque/Withdrawal for CashRecord cheques you want to cash in Tali
Tali - Transfer Between Bank AccountsTransferring between bank accounts in Tali
Tali - Cancel/Amend a Bank TransactionCancel or amend a bank transaction in Tali
Tali - Reconcile Bank StatementsBank reconciliation in Tali
Tali - Unreconcile a Bank StatementUnreconcile a bank statement in Tali
Tali - List Cancelled Bank TransactionsList cancelled bank transactions in Tali
Tali - Generate VAT100Generate VAT100 Report with Tali
Tali - Previous VAT100 SubmissionsSee previous VAT100 submissions in Tali
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