Embed XML Attachments to Invoice PDFs

In this guide we will cover: – eInvoicing – How to embed an XML Attachment to an invoice PDF eInvoicing Commencing January 1st 2025, the European Union will begin to implement eInvoicing. Compliance for this will be optional for 1 year. Commencing January 1st 2026, eInvoicing will be made mandatory for all customers in the […]

Project Management Configuration

In this guide we will cover: – Overview in Project Management Configuration – Points to consider when setting up projects Admin Guides: Project Management – General Settings For an initial ‘baseline’ set up of HaloPSA, very little work will be needed to manage Projects. In fact, it’s not uncommon for clients to simply use Service […]

Top Levels

In this guide we will cover:  – Enabling Top Levels – Creating a Top Level – Importing Top Levels – Ticket Lists Filter – Notifications Criteria – Knowledge Base Access – Calendar Filter – Column Profiles – Assigning Tickets to Other Customers in the Top Level – Setting as Default View – Showing Top Level […]

Introduction

You can configure any number of mailboxes in Halo. The contents of these mailboxes will be parsed by a back end Halo application and tickets/opportunities are created/updated from these. Emails can be sent either by SMTP or the Azure Graph API. Before configuring your mailboxes, it is important to understand the terminology used here. Mailbox– Any […]

Organisations

Details To configure your Organisation go to the Organisation configuration area and click on the Organisation that you want to configure (you can have multiple if using Multitenancy). Multi-tenancy allows you to have multiple organisations within one instance of Halo and as a consequence, multiple sets of departments, you can configure different self service portals […]

Updating Workflow Step Based on the Stage that is Clicked

In this guide we will cover: – Setting up Chevron view – Editing the Workflow – Using on a Ticket Within the Details tab of the workflow, you can add in the step you would like to move to if the chevron view is enabled and a stage of the workflow progress visual is clicked […]

Purchase Orders

In this guide we will cover: – Ordering Items from a Sales Order – Purchase Order Screen and Options – Purchase Order Approvals – Sending The Purchase Order – Purchase Order Statuses and System Uses – Confirmation of the Supplier Receiving the Purchase Order – Adding SKUs to purchase orders  – Associating a Purchase Order with […]

FAQ Lists in the Knowledge Base

In this guide we will cover: – What are FAQ lists? – Creating New Articles – Configuring FAQ Lists – FAQ Groups – Restrict suggested FAQ lists per ticket type – FAQ Lists on the Portal – Sending Article Links Admin Guides: Knowledge Base Related Guides: An Introduction to the Knowledge Base What are FAQ […]

Approving Quotes Overview

In this guide we will cover: – Sending a Quote for Approval – Quote Approval via the User Portal – Configuration Options for Quoting – Internal Quote Approvals – Creating a project off the back of a converted opportunity – Closing the quote and raising the order – Automatically create a Sales Order and Close […]

Showing your Roadmap

In this guide we will cover: – Adding the Roadmaps Option to the Self-Service Portal – Enabling Roadmap Columns  Admin Guides: Self Service Portal You can show your upcoming changes on the Self-Service Portal via the inclusion of the 'Roadmaps' menu option. This will show Tickets of ITIL type 'Change Request' in a Kanban format, […]