The Ready For Invoicing Area

In this guide we will cover: – What is the Ready For Invoicing area? – Subsections in the Ready for Invoicing Area – Filtering Invoices – Creating Invoices – Deleting and Editing Invoices What is the Ready for Invoicing area?  The Ready for Invoicing area is a subsection of the Invoices module. This area is used […]

Quotation Status

In this guide we will cover: – Changing Quotation Statuses – System Uses on Statuses – Making Quotes not able to be edited What are Quotation Statuses? Every quotation in Halo has a 'status', this is used to help agents determine what the current status of a quotation is, and will control where the quotation […]

Automating Quantities in Recurring Invoices

In this guide we will cover: – How to enable Auto-Quantity Calculation Functionality – Calculating Quantities from Licence Count – Calculating Quantities from User Count – Calculating Quantities from Asset Count If your agreements include 'Per Device', 'Per User' or 'Per Licence' charges, you will want to make use of auto-quantity calculations of recurring invoice […]

Example Combination Client

In this guide we will cover: – An Example agreement set up for a customer who has a combination agreement This is an example of a client that is billed in a different way, where some things are covered, and others are not. Fig 1. Combination Billing Rules In The Above Example The Client Has […]

How to configure Statement of Work (SoW) Templates

In this guide we will cover: – Creating the Statement of Work Template – Setting the Details of the SoW – Setting the SoW on the Opportunity  Creating the Statement of Work Template To create a statement of work template, you can navigate to Configuration > Custom Objects > Custom Fields > search for the […]

Example Pre-Pay Client

In this guide we will cover: – An Example agreement set up for a customer who has a Pre-Pay agreement This is a setup for a client with a Pre-paid block of hours. For example, the client can purchase 10 hours that will expire on a given date but will last up until that date […]

Shifts

In this guide we will cover: – What are Shifts and what can they be used for? – How to Create Shifts – Team Shifts – Shift Visibility – Shift Functionality – Importing Shifts from Microsoft Teams – Shift Clock In/Out – Ad-Hoc Shifts Admin Guides: Time Management What are Shifts and what can they […]

Approval Processes Overview

In this guide we will cover: – What are approval processes and when are they used?  – Creating an Approval Process – Additional Settings Against the Step – Triggering an Approval Process – Approving  – Overriding Approvals – Delegate approvals – Example Approval Process Admin Guides: Approval Processes What are approval processes and when are […]

Managing Multiple End User Portals

In this guide we will cover: – How to have a second end user portal set up – Customise the Branding of each portal – Customise Portal CSS – Customise Portal Language  – Setting Portal Access – Distributing portal URLs using $-Variables – Restricting Portal Button Access – Restricting Portal FAQ list access – Restricting […]

Report Colour Palette Based on Brand Colour

In this guide we will cover: – Changing Report Colour Palette from Application Colour Changing Report Colour Palette from Application Colour You can change the Report Chart Default Colour Palette in Configuration > Reporting > General Settings: Fig 1. Report Chart Default Colour Palette in Configuration > Reporting > General Settings By default, this setting […]