Billing for Azure consumption and Azure Reserved Instances
In this lesson 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
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 to work. It can be downloaded from https://s3.halopsa.com/HaloAccountsIntegrator.zip (or https://s3.eu-west-2.amazonaws.com/s3.nethelpdesk.com/HaloAccountsIntegratorSage50v30.zip) Setting up the Integration 1. Download the app and ensure […]
Halo Accounts Integrator Setup
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 the Halo API. The latest version can always be downloaded from here […]
SnelStart
In this guide we will cover: – Generating a SnelStart Key – Linking SnelStart to Halo – Enabling the Halo Integrator – Importing Ledgers, Customers and Products – Invoicing Admin Guides: Accounts Codes General Settings (Billing) Tax Rates Generating a SnelStart Key Note: SnelStart only allows this integration method with the inZicht or inControle plans, […]
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 pevious version of Sage Canada – other acc' platforms should be fine https://s3.nethelpdesk.com/ftp/HaloAccountIntegratorSageCA2023.zip
Exact Online Integration
How to connect and use the Exact Online integration. In this Lesson we will cover: 1. How to connect your Halo instance to your Exact Online 2. How to import and sync entities from Exact online 3. How to connect multiple exact online companies The Exact Online integration uses a one way sync to push […]
Sage Intacct Integration
You can enable this integration either in Configuration > Integrations or in Configuration > Billing. Currently as Halo doesn't have a developer licence you will have to use your own to use this integration. Integration Page In Halo Sender ID & Sender password is the developer license ID and password, the client can use the […]
QuickBooks Invoice ID Blank
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. If invoices are created in QBO but do not have an invoice number then please use the […]
Sage50 Canada Integration (Beta Release)
Download the latest Integrator Application from : https://s3.halopsa.com/HaloAccountsIntegrator.zip Instructions: 1. Connect to the API 2. Enter credentials and file path for the .SAI file (location can be found by going to File > Properties in Sage) 3. Follow instructions in the application. Notes: 1. Will only work on Sage 2022 (Pro and Premium) currently 2. […]
Sage 50 Canada Integration
The Sage 50 Canada Desktop integration has recently moved to a new application that is run locally but connects to your HaloPSA instance using the Halo API. It can be downloaded from https://s3.halopsa.com/HaloAccountsIntegrator.zip Seting up the Integration 1. Download the app and ensure that it is running locally to Sage 50 Canada Desktop 2. Go […]
