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 […]
Currency
Configuration > Billing > Currency Previous to this version, these settings are within Configuration > Billing > General Settings. Currency Field Type Description Use multiple currencies Checkbox Enabling this will allow the choice of currency at customer level. Default Currency Single Select If multiple currencies are being used, creating a customer will use this currency if […]
Tax
Configuration > Billing > Tax Settings On Previous versions, these settings are within Configuration > Billing > General Settings. Tax Settings Field Type Description Tax Rates Button This will take you to the list of tax rates in the system. Default sales tax to use for new Customers Single Select (Xero must be enabled) The […]
Quotation Approvals
Configuration > Quotations > Approvals Configuration > Sales > Quotations > Approvals Check out the Academy Guides on our Support Portal for more information on Quotations, the same guides can be found on the HaloPSA Academy: Creating Quotations HaloPSA Academy – Creating Quotations Ad-Hoc Items on Quotes and Orders Approving Quotes Etilize Integration Quotation PDFs […]
Accessing your On-Prem Logs
This guide details how you can find your On-Prem Halo instance logs to help with troubleshooting an issue. You may be asked to provide these if you host Halo yourself, On-Prem. The logs for your API and Auth server are stored by default in the root directory of your IIS site, under the corresponding folders. […]
Quote Status
Configuration > Quotations > Quote Status Check out the guides for more information on Quotation Status, the same guides can be found on the HaloPSA Academy: Quotation Status Field Type Description Name Text Name of the quotation status. Disable Editing when this status is selected Checkbox When enabled, the quotation will not be able to […]
Providing your On-Prem Halo DB for Debugging
This guide details how you can provide a backup of your On-Prem Halo database (DB) to the Halo development team for debugging purposes. Please only do this if requested by our development team. To begin, you will need to follow the steps outlined in this guide: https://support.haloservicedesk.com/kb?id=1706 and then provide us with the public key […]
On-Prem – Pre-requisites
Prerequisites To use Halo in the most performant manner, we recommend deploying two separate servers. These should be scaled up accordingly based on agent needs. These servers will be utilised for IIS Halo Application Hosting and SQL Server Database Hosting. Each server should have at least the below minimum specifications: Platform: 32-bit (x86) or 64-bit […]
Charge Type Overrides Explained
In this guide we will cover: – Charge Type hierarchy – Setting Locations – Overriding the Rates used for Charge Types Charge types can be defaulted in various places to have the charge type change based on the ticket an action is being logged on, the action that is being logged and the agent that […]
Attachment Storage Locations and Endpoints
This article will explain the attachment storage location options and how to target the attachment endpoints in Halo. In this guide we will cover: – Attachment Settings – Client Side Uploads – API Endpoints for Attachments – Posting to Tickets Endpoint Attachment Settings Halo has now introduced a storage location within the advanced settings module […]