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 […]
Expenses
In this guide we will cover: – What are expenses in Halo? – Configuring Expenses – Logging Expenses – Invoicing Expenses – Expense reviews – Reimbursing Expenses – Tracking Expenses – Auditing Expenses – Export Expenses to CSV What are Expenses in Halo? Expenses are used to track and/or invoice additional costs associated with a […]
Surcharges
In this guide we will cover: – Using Surcharges – Enabling & Creating Surcharges – Selecting the Surcharge to Apply for a Client – Surcharges in Action – Set Surcharge Limit Admin Guides: General Settings Using Surcharges Before we look into configuring Surcharges, lets make sure we understand how Surcharges work. There are two primary […]
Charge Types
In this guide we will cover: – What is a Charge Type? – How to Create and view Charge Types – Charge Type Overrides Admin Guides: Charge Types What is a Charge Type? A charge type is a classification of work. Remote support and on-site support are both examples of different charge types. You […]