Tax Code Types
In this guide we will cover: – Types of Tax Code – What Each Type Sets This guide will cover each Tax Code that can be set within the system, where it is set, and when it is used. Tax Codes Where is it set? Related to an Integration? When is it used? Item tax […]
FAQ Lists – Admin Guide
Configuration > Knowledge Base Check out the guides for more information on The Knowledge Base, the same guides can be found on the HaloPSA Academy: Knowledge Base Introduction HaloPSA Academy – Knowledge Base Introduction Field Type Description FAQ List Name Text Here, enter a name for the FAQ list. Article Type Text Here, you can […]
SLA Hold Reminder Overrides
In this guide we will cover: – Hierarchy Used for SLA Hold Reminders – Locations to Enable Hierarchy Used for SLA Hold Reminders SLA hold reminders follow a slightly different process from a typical override hierarchy. Instead of one taking precedence over another, disabling one takes precedence over any of the other areas where it […]
Screen Layout Overrides
In this guide we will cover: – Hierarchy Used for Screen Layout Overrides – Override Locations Hierarchy Used for Screen Layout Overrides The screen layout(s) that will be used within varying areas of the system will be determined by the following hierarchy: – Agent – Global Screen layouts can be set for Client/Customer, User, Site, […]
Chat Profile (for Self-Service Portal) Overrides
In this guide we will cover: – Hierarchy Used for Chat Overrides – Override Locations Different chat profiles can be overridden for Users within the Self-Service Portal with the below areas of the system. Hierarchy Used for Chat Overrides The chat profile that will be used within the Self-Service Portal will be determined by the […]
Operations Assistant for Agents & Team Leaders
In this guide we will cover: – Chat Profiles for Agents – Agent App Virtual Agents – Virtual Analyst Use – Default Agent App Virtual Agents – Chat Improvements Chat Profiles for Agents Chat Profiles are available within the Agent Application, which allows the Virtual Agent feature to be utilised by Agents for quick actions […]
Password hashing work factor
The work factor is the amount of iterations of the hashing algorithm that are performed for each password. The higher the number the more computationally expensive the hash calculation becomes, which reduces the speed and/or increases the cost for would be attackers. The amount of iterations needs to strike a balance between performance and security. […]
Home Screen Dashboard Overrides
In this guide we will cover: – Hierarchy Used for Dashboard Overrides – Override Locations Hierarchy Used for Dashboard Overrides The dashboard that will be shown on an agent's home screen will be determined by the following hierarchy: – Agent – Default Team – Global Override Locations Agent In Configuration > Teams & Agents > […]
Invoice Creation
Configuration > Billing > General Settings Configuration > Billing > Invoice Creation (v2.198.1+) Check out the guides for more information on Invoices. Creating Invoices Invoice Creation Variables Field Type Description Charge Type description Free Text When an invoice is generated for billable time, the contents of this field will be returned in the notes field […]
Labor and Travel
Configuration > Billing > General Settings Configuration > Billing > Labor and Travel (v2.198.1+) Charge Type Settings Field Type Description Enable Ticket review processing Checkbox When enabled, billable time added onto tickets move to a preliminary 'Awaiting Review' section of the invoices module. Time entries then need to be reviewed before moving into ready for […]