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 […]
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 […]