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 […]
Surcharges
In this guide we will cover: – Using Surcharges in HaloPSA – Enabling & Creating Surcharges – Selecting the Surcharge to Apply for a Client – Surcharges in Action – Set Surcharge Limit Associated Admin Guide: General Settings HaloPSA provides the option to use Surcharges, such that you can invoice respective clients accurate amounts. In […]
Charge Types
In this guide we will cover: – What is a Charge Type? – How to Create and view Charge Types – Charge Type Overrides Associated Administrator Guide: 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. […]
