Stock Locations and Bins

In this guide we will cover: – What are stock locations and Bins? – Creating stock locations and Bins – Moving/transferring stock What are stock locations and Bins? Stock locations and bins are the areas in which your stock is stored. Sites in Halo can be set to be a stock location, this location may […]

Consignment PDFs

In this guide we will cover: – How to create PDF templates for Consignments – How to set the PDF template as default Create and edit consignment PDF Templates In Configuration > Reporting > PDF Templates, select type "Consignments" on the dropdown at the top. Fig 1. Consignments type on PDF Templates The full list […]

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 […]

Credit Notes

In this guide we will cover: – What credit notes are used for – How to determine the ID of the credit note – How to raise a credit note – How to use a credit note – How to adjust credit lines – Syncing Credit Notes to accounting integrations – Voiding Credit Notes – […]

Exchange Calendars

Configuration>Calendars and Appointments>Exchange Calendars Configuration>Integrations>Exchange Calendars Guides: Calendar integration using the Microsoft Graph API Syncing Exchange Calendars(For On-Premise Web Exchange Only) Information on Calendars and Appointments Linking one Appointment to a Ticket to Link all Appointments in the Same Series Connection Method Field Type Description Microsoft Graph API Checkbox Reference the guide for more information: […]

Billing Templates

Configuration > Billing > Billing Templates Check out the Academy Guides on our Support Portal for more information on billing, the same guides can be found on the HaloPSA Academy: Billing Templates HaloPSA Academy – Billing Templates Billing Integrations Billing Rules (Formerly Billing Plan Combinations) Bulk Applying Billing Rules Billing Template Creation Settings Field Type […]

Asset Fields

Configuration > Asset Management > Asset Fields Asset fields are additional details of assets such as the model, serial number, etc. They can be added to an asset type within the "field list" Tab of an asset type. Asset fields are created in the asset management module of the configuration. Check out this guide, which […]

Email (General Settings)

Configuration > Email Guides: Google Mailbox Setup Configuring an Azure Mailbox Outgoing Email Settings (towards the end of the Guide) Check out the guides for more information on Email Configuration, the same guides can be found on the HaloPSA Academy: Email Introduction HaloPSA Academy – Email Introduction Incoming Email Field Type Description Mailbox Setup Button […]

On Premise Upgrade – NHserver

To resolve issues or gain new functionality related to backend functions of Halo it is sometimes required to upgrade the version of NHServer that is in use. Download https://s3.haloservicedesk.com/NHServer.zip This application is an older method of email ingress/egress and is due for deprecation Q3 2024 Upgrade Steps Go into the task scheduler, and end the […]

Asset Statuses

Configuration > Asset Management > Asset Statuses Asset statuses can be configured in the Asset Management module of the config. They are the different statuses you can give to an asset such as "Active", "Inactive", in order to describe the current state of an asset. A status can be set on each asset from the […]