Charge Type Overrides Explained

In this guide we will cover: – The charge type hierarchy – Overriding charge type rates – Worked example Charge Type Hierarchy  The default hierarchy used for Charge Types is as follows (with ticket type overriding all): Ticket Type Action Agent With the charge type applied on an action and the setting "Charge Type will […]

Multi-Currency

In this guide we will cover: – What is Multi-Currency in Halo? – Setting up multi-currency  – Updating conversion rates automatically – Determine what currency will be used (currency overrides)  – Viewing currency conversions on quotes/orders/invoices – Syncing invoices to Xero when using multi-currency What is Multi-Currency in Halo? Multi-currency in Halo allows you to […]

Contract Schedule Functionality

In this guide we will cover: – Pre-requisites – Schedule Overview – Schedule Hours – Email Settings – Schedule Plan Pre-requisites If you do not see the "Schedule" tab on your contracts, you may need to enable it in advanced settings. First navigate to Configuration > Advanced Settings and scroll down to the screen layout […]

Backing Up invoices with Data

In this guide we will cover: – How to add a Report to a PDF Template – Filtering reports for a specific entity – Example  When supplying various services to your customers such as security management, data backups, device management, remote support etc, the charge for these services may vary each month based on activity/usage […]

Billing for Azure consumption and Azure Reserved Instances

In this guide we will cover: – What is Azure consumption billing? – Configuring Azure Consumption Billing – Setting up invoices to use Azure consumption data – Setting up Invoices to use Azure Reserved Instances Data Related Guides: The CSP Integration Products Pre-requisites:  You must be on v2.176 or above of Halo A Tier 1/Direct […]

Expenses

In this guide we will cover: – What are expenses in Halo? – Configuring Expenses – Logging Expenses – Invoicing Expenses – Expense reviews  – Tracking Expenses Important: The functionality outlined in this guide is available as of v2.182+. If you are on a version prior to this you will still be able to log […]

Sage 50 UK Integration

In this guide we will cover: – Downloading the Application – Setting up the Integration Downloading the Application The Sage 50 UK (Desktop) integration has recently moved to a new application that is run locally but connects to your HaloPSA instance using the Halo API. Sage will need to be on v29 for the integration […]

Halo Accounts Integrator Setup

In this guide we will cover: – Setting up the API Application The Halo Accounts Integrator is required to integrate with the following Accounting Software/Tools: Sage 50 UK Sage 50 Canada QuickBooks Desktop (All regions) The Halo Accounts Integrator must be run on the same network as the Accounting Software but connects to Halo using […]

Invoicing in Halo Explained

This article will explain how to prepare and generate invoices in the Halo web application. This guide assumes you have configured the required billing entities already (e.g. for the case of labour billing, you have set up charge rates, billing rules, actions, etc). This guide is therefore ideal for those moving over from billing in […]

Automatic Percentage Increase on Recurring invoices

In this guide we will cover: – How to set an automatic increase for your invoice lines (RPI percentage) – How to set a Percentage increase per recurring invoice  Set automatic percentage increases for invoice lines An automatic percentage increase can be applied to each of your recurring invoice lines to allow the invoice to […]