Billing for Azure consumption and Azure Reserved Instances
In this guide we will cover: – What is Azure consumption billing? – Configuring Azure Consumption Billing – Setting up invoices to use Azure consumption data – Setting up Invoices to use Azure Reserved Instances Data Related Guides: The CSP Integration Products Pre-requisites: You must be on v2.176 or above of Halo A Tier 1/Direct […]
Sage 50 UK Integration
In this guide we will cover: – Downloading the Application – Setting up the Integration Downloading the Application The Sage 50 UK (Desktop) integration has recently moved to a new application that is run locally but connects to your HaloPSA instance using the Halo API. Sage will need to be on v29 for the integration […]
Halo Accounts Integrator Setup
In this guide we will cover: – Setting up the API Application The Halo Accounts Integrator is required to integrate with the following Accounting Software/Tools: Sage 50 UK Sage 50 Canada QuickBooks Desktop (All regions) The Halo Accounts Integrator must be run on the same network as the Accounting Software but connects to Halo using […]
Sage Canada 2023
The link below returns a version of the Accounts Integrator that should work for Sage Canada 2023. This will not work for any previous version of Sage Canada – other account platforms should be fine. https://s3.nethelpdesk.com/ftp/HaloAccountIntegratorSageCA2023.zip
Exact Online Integration
In this guide we will cover: – How to connect your Halo instance to your Exact Online – How to import and sync entities from Exact online – How to connect multiple exact online companies The Exact Online integration uses a one way sync to push data from Exact online into Halo, allowing you to […]
Sage Intacct Integration
In this guide we will cover: – What is the Sage Intacct Integration? – Connecting to Sage – Tax Rates – Accounts – Importing Customers – Importing Products – Supplier Import – Currency – Syncing Invoices, Credit Notes, Bills and Purchase Orders – Syncing with Sage Intacct – Integrating when using Multi-Entity Distributed (MED) or […]
QuickBooks Invoice ID Blank
In this guide we will cover: – Troubleshooting a Blank Invoice ID Troubleshooting a Blank Invoice ID When creating invoices in Halo and syncing across to QBO there can be an issue where the invoices don't have an ID number inside of QuickBooks. You want to turn off custom transaction numbers using the guide below. […]
Sage50 Canada Integration (Beta Release)
In this guide we will cover: – Downloading the Application – Connecting the Application Downloading the Application Download the latest Integrator Application from : https://s3.halopsa.com/HaloAccountsIntegrator.zip Connecting the Application Connect to the API. Enter credentials and file path for the .SAI file (location can be found by going to File > Properties in Sage) Follow instructions […]
Sage 50 Canada Integration
In this guide we will cover: – Downloading the Application – Setting up the Integration Downloading the Application The Sage 50 Canada Desktop integration has recently moved to a new application that is run locally but connects to your Halo instance using the Halo API. It can be downloaded from https://s3.halopsa.com/HaloAccountsIntegrator.zip Setting up the Integration […]
GoCardless Integration
In this guide we will cover: – Enabling the Module – Customer Imports – Viewing Payments The GoCardless integration with Halo does not currently support payment processing, this will be available in the near future. Enabling the Module To begin integrating with GoCardless, you must enable the integration module in Halo (Configuration > Integrations), by […]
