Tali HQ guide
On autopilot and the bookkeeping pack
Rules that put a nudge on your To do so nothing slips, and a quarter on one page for your accountant. Both come with Tali HQ Business.
Business
On autopilot#
Switch on a rule and Tali puts a nudge on your To do when something needs you. She does not message anyone for you here.
| Rule | When you get a nudge |
|---|---|
| Follow up a quote | A quote has been sent for 3 days with no answer |
| Chase a late invoice | A sent invoice goes past its due date |
| Get back to a new lead | A new lead has waited a day without hearing from you |
| Answer a booking request | Someone asks for a time through your booking link |
| Invoice a finished job | A job is marked done and has no invoice yet |
The rules are checked when you open Tali HQ. Each thing gets one nudge, not a pile of them.
Bookkeeping pack#
Pick a quarter and see it on one page, made from the invoices and receipts you already saved.
- Money in: invoices paid that quarter
- Money out: receipts dated that quarter
- The GST collected and paid
- What is still owed to you
Tap Share the pack for one PDF listing every invoice and receipt. Amounts include GST, and paid invoices count in the quarter they were paid.