Agents
Configuration > Teams & Agents > Agents The Agents section of the configuration is used to manage your staff that use Halo Licences, being able to add these Agents to teams, assign roles, and set preferences and other information against them. If anything is manually added to an agents permissions i.e. not applied via a […]
CSV Templates
Configuration>Reporting>CSV Templates CSV Templates Field Type Description Name Free Text The name given to the CSV template Type Single Select Decide how granular the data is: type can be a row for each invoice line, a row for each customer or a row for each invoice. Details Table Field List This tab is used to […]
Asset Relationships
Configuration > Asset Management > Asset Relationships Asset relationships are sparsely used but mainly used in change management, should an asset require changes the relationships will show what other assets depend on that asset. Relationships can be created under the Asset Management module of the config. To add relationships to assets this can be done […]
Asset Types
Configuration > Asset Management > Asset Types An asset type is the generic description of an asset such as: Laptop, Mobile Phone, Monitor. These can be created in the Asset management module of the config. Check out this guide on our Support Portal, which can also be found on the HaloPSA Academy: Asset Types/Groups HaloPSA Academy […]
Expenses
Configuration > Billing > Expenses Field Type Description View/Edit Expense Types Button This opens up the Lookup Codes menu for creating Expense Types. These are simply descriptive for now, and as such only have a name. When this module is enabled, there will be a new table to add expenses to within the billing tab […]
PDF Templates
Configuration > Reporting > PDF Templates Details Field Type Description Name Free Text Name of the report Type Entity Chosen After clicking into the PDF Templates module, there will be a dropdown in the top left to decide which entity the PDF template will be created for. The entity chosen will then be the type […]
Accounts Codes
Configuration > Billing > Accounts Codes NB: If you are using QuickBooks Online, this Module is unavailable. Guide: Xero Integration Accounts Codes Field Type Description Name Free Text The name of the Accounts Code, returned throughout the UI Code Float The specific Accounts Code, used primarily for billing integrations. Xero Tenant Single Select This single select option […]
Customer Types
Configuration > Users > Customer Types Customer Type Details Field Type Description Name Free Text The name of the Customer Type which will display in lists and details tabs.
Sales Mailboxes
This type of mailbox can only be connected using Azure or Google, as it requires an API connection to be configured. The Sales Mailbox configuration allows you to integrate your Sales Mailboxes into Halo in order to update Opportunities based on inbound emails to these addresses. You'll find a step-by-step procedure to follow in order […]
User Roles
Configuration > Users > User Roles Check out the guides for more information on Users, the same guides can be found on the HaloPSA Academy: Users HaloPSA Academy – Users Approval Process for a Users Department Manager Top Bar Field Type Description Edit Button Allows the ability to edit the details of this User Role. […]
