Tax Rules
In this guide we will cover: – How to configure tax rules. – What can be filtered with. You can now configure tax rules to update the tax on Products, Product Bundles, etc. This will be useful for our US customers, due to the complex nature of applying tax on different items and how location […]
User – Asset Relationships
Configuration > Asset Management > User – Asset Relationships These are used to describe the correlation between the Assigned User and the Asset. Examples include, "Maintained By", or "Operated By", or perhaps "Made By". Check out the guide, which can also be found on the HaloPSA Academy: Asset Management Introduction HaloPSA Academy – Asset Management Introduction […]
Settings
Configuration > Organisations > Select Organisation This is the settings Tab of an organisation, you can choose what FAQ Lists the Agents have access to. Top Bar Field Type Description Edit Button Enables edit mode, and saves changes made. Change Logo Button Opens up a menu for uploading an image to use as a Logo […]
Workdays
Configuration > Teams & Agents > Workdays Configuration > Service Level Agreements > Workdays Check out the guides for more information on Workdays, the same guides can be found on the HaloPSA Academy: Workdays HaloPSA Academy – Workdays Table View Field Type Description Name Header The name of the Workday. Top Bar Field Type Description […]
Surcharges
Configuration>Billing>Surcharges Check out the guides for more information on billing, the same guides can be found on the HaloPSA Academy: Surcharges HaloPSA Academy – Surcharges Field Type Description Name Free Text The name of the Surcharge, returned throughout the UI. Rate Money The flat fee that is added to invoices, for each Action that uses […]
Software Releases
Configuration > Software Releases Field Type Description Setup Products Button Opens up the menu for creating and configuring Software Products. Release Types Button Opens up the menu for creating and configuring Software Release Types. Release Note Groups Button Opens up the menu for creating and configuring Software Release Note Groups. Use Beta Release Checkbox When […]
Recurring Billing Profiles
Configuration > Billing > Recurring Billing Profiles Check out the Academy Guides on our Support Portal for more information on billing, the same guides can be found on the HaloPSA Academy: Recurring Billing Profiles HaloPSA Academy – Recurring Billing Profiles Field Type Description View/Edit XLS Profiles for Recurring Invoice Lines Button This opens up a […]
Custom Table Import via Email and CSV – Scheduled Imports
In this guide we will cover: – What are Custom Table Imports via Email and CSV? – Prerequisites – Setting up Custom Table Imports – Troubleshooting What are Custom Table Imports via Email and CSV? This guide explains how to set up automatic custom table imports in Halo using email rules and CSV files. The […]
Custom Buttons
Configuration > Custom Objects > Custom Buttons Check out the guides for more information on Custom Buttons, the same guides can be found on the HaloPSA Academy: Custom Buttons HaloPSA Academy – Custom Buttons Button Details Field Type Description Button Name Free Text The name given to the button. Button Label Free Text Give a […]
Canned Text
Configuration > Tickets > Canned Text Configuration > Sales > Canned Text Associated Guides: Canned Text Viewing Quotes (Topic 5 covers Quote Canned Text) Overview Screen Field Type Description Import Canned Text via Spreadsheet Button This will open up the menu for importing Canned Text content via an XLS import. This will require the upload of […]