Agreements (Contracts)

Configuration > Agreements Related Guides: Creating an Agreement/Recurring Invoice for a customer Field Type Description Contract charge description Free Text When any billing is processed for Agreement-related charges, this will be the line that appears on invoices, along with the Agreement name. $ Variables can be used. Variables Guide Enable agreement cost calculation using calculation […]

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 […]

Automating Procurement

In this guide we will cover: – How to have purchase orders automatically create when item stock is below a set level This functionality helps to automate stock management, rather than monitoring stock manually this allows stock to be monitored and have purchase orders raised accordingly to replenish stock. Pre-requisites: You must be using our […]

Introduction to HaloITSM

In this guide we will cover: – The basics of each part of HaloITSM along with the appropriate terminologies Admin Guides: Actions Agents Custom Fields  General Settings (Asset Management) General Settings (Tickets) Items & Stock Control Self Service Portal Services Service Level Agreements Statuses Views Related Guides: Actions  AI Report Builder Customer, Site and User Records […]

Azure Consumption Billing (via Halo CSP Integration)

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 […]

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 – […]

Billing Templates

Configuration > Billing > Billing Templates Related Guides: Billing Templates Bulk Applying Billing Templates Billing Template Creation Settings Field Type Description Name Free Text The name of the billing template Billing Rules Table Decide which charge rates etc should be attached to certain ticket types. This feature also allows you to decide what assets and […]