Ticket/Action Import – CSV/XLS/Spreadsheet Method

In this guide we will cover: – How to Import Tickets using CSV/XLS/Spreadsheet Method – How to Import Actions using CSV/XLS/Spreadsheet Method – Finding additional fields to Import  – Limiting Rows How to Import Tickets using CSV/XLS/Spreadsheet Method   Navigate to Configuration > Tickets > General Setting. Head to the Imports section and click the "Import […]

Client, Sites & Users Import – CSV/XLS/Spreadsheet Method

In this guide we will cover: – How to Import Clients & Sites using CSV/XLS/Spreadsheet Method – How to Import Users using CSV/XLS/Spreadsheet Method – Finding additional fields to Import  – Limiting Rows How to Import Clients & Sites using CSV/XLS/Spreadsheet Method Navigate to Configuration > Users > General Setting. Head to the Imports section […]

Pre-Pay V2

In this guide we will cover: – What Is Pre-Pay V2? – Switching To Pre-Pay V2 – Enabling Pre-pay v2 – Enabling Ready For Expiry – Recalculate Pre-pay Expiry Records – Recalculate Billing – Re-expire Pre-pay – Using Pre-Pay V2 Related Guides: – Pre-pay – Pre-pay (configuration settings) This guide should be used if you have been […]

Deferring Project Revenue

In this guide we will cover: – Initial Setup  – Creating Down Payments – Recognising Down Payment Revenue from Fixed Price Projects – Recognising Down Payment Revenue from Time and Materials Projects Deferred Revenue functionality in Halo allows you to take down payments (deposits) for projects upfront, but not yet have this revenue recognised in […]

Contents of Knowledge Base Guides

In this guide we will cover: – Summary – Knowledge Base Guides Summary The Knowledge Base is a feature used to publish Articles visible to Agents and/or Users to assist with common questions or issues.  Knowledge Base Guides An Introduction to the Knowledge Base The Knowledge Base stores Articles in your instance. These Articles can […]

Remote Support

In this guide we will cover: – What is Remote Support  – Setting up Remote Support – Inviting Users What is Remote Support Remote Support is a tool which allows Agents to view and take control an Asset remotely. In order to use Remote Support in Halo, you must be connected to a Remote Support […]

Start to Finish: Self-Service Portal

In this guide we will cover: – What is the Self-Service Portal? – Changing your URL – Adding Branding – Customising Menu Buttons – Linking the Service Catalogue – Giving Users Permissions Configuration Settings: Self Service Portal Related Guides: Navigating the Self-Service Portal (For End Users) Start to Finish: Service Requests What is the Self-Service […]

Ticket Category Defaults and Overrides

In this guide we will cover: – Hierarchy Used for Category Defaults – Defaults Locations – Additional Overrides to Consider Hierarchy Used for Category Defaults The category that will be set will be determined by the following hierarchy: – Action – Client – Ticket Type Defaults Locations Action In Configuration > Tickets > Actions, go […]

Connecting Halo to BI Tools: Publish Profiles & Direct Database Access

In this guide we will cover: – Creating a Publish Profile – Adding the Report – Connecting to Postman – Connecting to Power BI – Upload Scheduled Reports to SharePoint Creating a Publish Profile On the "Availability" tab of reports there is a checkbox for publishing reports. The "Scheduled Emails" tab will eventually include a […]

Recurring Bills

In this guide we will cover: – What Are Recurring Bills? – Creating A Recurring Bill – Generating Bills From A Recurring Bill Related Guides: Bills Recurring Invoices The Ready For Invoicing Area What Are Recurring Bills? Bills in Halo are essentially records of what you owe or have paid to your own suppliers, as […]