Planning and Forecasting

In this guide we will cover: – Planning Screen – Forecasting      – Automatic Estimate Forecasting – Percentage Thresholds Admin Guides: Time Management Ticket Types Before starting the rest of this configuration, ensure the "Time Management" module is enabled in Configuration by hovering over this and clicking the "+" icon, then check the "Enable […]

Budgets

In this guide we will cover: – How to create budget types – How to add budgets to Projects – Linking Budget Types to Project tasks – Budgets tab on Projects – Templates – Only use Billable Time in Budget Calculations Admin Guides: Budgets Ticket Types Tracking Project Completion Budgets are used to internally track time/money […]

Issuing Products

In this guide we will cover: – How to issue products from a ticket – How to bill for these issued products – Printing Tickets with Issued Items How to Issue Products from Tickets The 'Issuing Products' feature allows you to add a product or multiple products to a ticket in order to bill a […]

Change Management

In this guide we will cover: – Change Management Explained – Types of Change – Change Management Tab – Approval Processes – Approval Step on a Workflow – Change Freeze Periods  – Asset Dependencies – Change Calendar – Date Dependencies Admin Guides:  Change Management  Change Management When a change request ticket is raised, this should be […]

Actions: System Uses

In this guide we will cover: – Setting a System Use – System Uses and their Functions Admin Guide: Actions Setting a System Use System uses are configured functionality for certain actions within Halo. This system use can be set on an action in the "Details" tab on the "System Use" dropdown. Fig 1. System […]

Implementation Checklist (In Order)

More detailed documentation for each step of this guide can be found in the HaloPSA Academy or by following the links to our guides page. Your requirements may vary but this shows the setup required to set up most of the key areas of HaloPSA. Import Clients from billing tool if applicable (Xero/QBO/Sage), or CSV if […]

Web Announcement

In this guide we will cover: – What are Web Announcements? – Setting an End Date – Overrides – Visibility  – Permissions What are Web Announcements? Web announcements are messages that are displayed to all users on the End-User Portal. They can be set as seen below. Fig 1. Web Announcement option. Setting an End […]

Restricting Agent Reporting Access

In this guide we will cover:  – Setting Agent Restrictions for the Reporting Module – Setting Agent Restrictions for Specific Reports – Setting Restrictions for the Types of Reports Agents can Create – Reporting with Sensitive tickets Setting Agent Restrictions for the Reporting Module If you would like certain agents to have no access to the […]

Pulling Report Data into a PDF template

In this guide we will cover: – Adding a Report to a PDF Template – Filtering reports for a specific entity PDF templates are used to apply set formatting to various entities in Halo. The following entities can also have reporting data added to their template: Tickets Quotations Sales Orders Purchase Orders Invoices  Agreements  Assets […]

Deferred Revenue for Pre-Pay

In this guide we will cover: – Setting up Deferred Revenue – Setting Up a Project to have it's Revenue Deferred  – Invoicing the Project – Creating the Project – Recognising Revenue as work is completed – Invoicing from the Sales Order – Deferred Revenue for Down payments Halo has the ability to configure deferred […]