Clarendon Primary

Working with Clarendon Primary School

Clarendon Primary School is a thriving, vibrant, single form entry community school located in the heart of Ashford which caters for children from 2 to 11 years of age. As a school, they have the children’s best interests at the heart of everything they do and aim to provide a happy, secure, inclusive and stimulating environment in which every child is valued and their efforts celebrated so that the best possible outcomes are met throughout their primary school journey.

clarendon park primary school

Pebble Tali
From the videos and materials initially provided, were you comfortable with the alternative school fund solution WisePay offered your school (Pebble Tali)?

Initial reaction was that Tali was going to be a better solution for us. Tali was more of an established financial package, with more financial based reporting.

Payments Transition
What has defined the transition experience from WisePay Fund Manager to Tali?
Long term the Tali /WisePay offering will further improve with automation of data. During the implementation, copying the data across was straightforward, with step by step instructions and Tali set up the system in the same day. Tali were always there for help and reassurance. Plenty of help was available. For anyone who feels nervous with the initial data transition, I can reassure them that it was easy and simple.
Challenges
Has there been any challenges during the transition process?
Our Implementation manager, Becky showed me how to move the data across, monthly. Exports for the data are clear to me. The export report is very easy to do. When the data comes across, we must tell Tali what account each cost centre is going in to. If it is not there, you can create in Tali. Any worries about Tali’s account code are irrelevant now because I direct where the import is going in Tali. Tali’s functionality looks fantastic and although operationally it is very different to WisePay and that will take some time to familiarize myself with, we still believe overall, that Tali will save me time managing our school fund and provide way better tools to do so.
School Communications

How would you describe the communication from both WisePay and Tali throughout the transition process?

Communications from WisePay and Tali were great, especially when explaining each step of the way.  There is plenty of support and ‘how to’ guides in Tali, and a really good online chat, although our initial support will still be via Wisepay.

Services which made the difference

School shop
General products
This service is used as a place where ad hoc items can be sold. This service is also used as a prelude for shop items when there are only a few items for sale. Payments can be set up as a fixed cost, a variable (which mean you can repeatedly pay for the item) and, instalments for higher costing products.
School Payments
Invoice payments
The Invoice payment service allows for efficient general sales, usually for fee-related services:

- Perfect for nursery fees and late library fees
- Add custom details within products when presenting to customers using our ‘product function’ feature
- Streamline conventional invoice procedures

Over 20 Years Experience

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