Purchase Orders
Configuration > Purchase Orders Check out the guides for more information on Purchase Orders, the same guides can be found on the HaloPSA Academy: Purchase Orders HaloPSA Academy – Purchase Orders Ad-Hoc Items on Quotes and Orders Etilize Integration Field Type Description Item Code for Miscellaneous Items for POs Single Select The product selected here […]
Charge Types
Configuration > Billing > Charge Types Check out the guides for more information on billing, the same guides can be found on the HaloPSA Academy: Charge Types Travel HaloPSA Academy – Charge Types Details Field Type Description Charge Rate Name Free Text The name of the Charge Rate returned throughout the UI. Use Single Select […]
Approval Processes
Configuration > Tickets > Approval Processes Associated Guides: Approvals Approval Process Approvers Field Type Description Setup Processes Button This button opens up the menu for setting up Approval Processes. The fields in here are described below. Process Rules Button This button opens up the menu for setting up Approval Process Rules. The fields in here […]
Quotations
Configuration > Quotations Configuration > Sales > Quotations 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 Quotation Status Viewing Quotes […]
Actions
Configuration > Tickets > Actions Configuration > Sales > Actions Check out the guides for more information on Actions, the same guides can be found on the HaloPSA Academy: Actions HaloPSA Academy – Actions Actions – System Uses If certain Actions are not appearing on your Tickets as you expect, check the following things to […]
Azure OpenAI and OpenAI Integrations (Improve Agent Responses)
In this guide we will cover: – Options for OpenAI Connections – Improve Agent Notes – Configuring your own AzureAI Models Options for OpenAI Connections In Configuration > AI, the following connection options are made available. Fig 1. OpenAI connection options. The option chosen from the AI module determines which AI Integration module is turned […]
Advanced Settings
Configuration > Advanced Settings Field Type Description Application Colour Single Select Determines the default application colour. This will be the colour given to i.e. the navigation bar (which is displayed on the left hand side of Halo) and the configuration modules. Can be overridden per agent via their preferences, if permitted. To change this as […]
Holiday Management
Configuration > Teams & Agents > Holiday Management Check out the guides for more information on Holiday Management, the same guides can be found on the HaloPSA Academy: Holiday Management HaloPSA Academy – Holiday Management General Settings Field Type Description Agent Status to set when an Agent is on Holiday Single Select Agents will be […]
Chat Profiles
Configuration > Chat > Chat Profiles Guide: Live Chat Functionality/Bot Flow Details Field Type Description Name Free Text This is the name of the Chat Profile as it will appear elsewhere throughout the system. Access Single Select The choice made here will determine which Users are able to use this Chat Profile. You may choose […]
Tax Rates
Configuration>Billing>Tax Rates If Tax Rates are imported from QuickBooks Online, there can be a QuickBooks Online Tax rate and Tax Code associated with the Halo Tax Rate, these are configurable on the imported tax rate within Configuration > Billing > Tax Rate Field Type Description Name Free Text The name of the Tax Rate, returned […]
