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 […]
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-Prem 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 […]
Agents
Configuration > Teams & Agents > Agents The Agents section of the configuration is used to manage your staff that use Halo Licences, being able to add these Agents to teams, assign roles, and set preferences and other information against them. If anything is manually added to an agents permissions i.e. not applied via a […]
CSV Templates
Configuration>Reporting>CSV Templates CSV Templates Field Type Description Name Free Text The name given to the CSV template Type Single Select Decide how granular the data is: type can be a row for each invoice line, a row for each customer or a row for each invoice. Details Table Field List This tab is used to […]
Asset Relationships
Configuration > Asset Management > Asset Relationships Asset relationships are sparsely used but mainly used in change management, should an asset require changes the relationships will show what other assets depend on that asset. Relationships can be created under the Asset Management module of the config. To add relationships to assets this can be done […]
Asset Types
Configuration > Asset Management > Asset Types An asset type is the generic description of an asset such as: Laptop, Mobile Phone, Monitor. These can be created in the Asset management module of the config. Check out this guide on our Support Portal, which can also be found on the HaloPSA Academy: Asset Types/Groups HaloPSA Academy […]
Expenses
Configuration > Billing > Expenses Field Type Description View/Edit Expense Types Button This opens up the Lookup Codes menu for creating Expense Types. These are simply descriptive for now, and as such only have a name. When this module is enabled, there will be a new table to add expenses to within the billing tab […]