Agent Cost Tracking and Profitability Reporting

In this guide we will cover: – What is Agent Cost tracking? – Setting Agent Costs – Profitability Reports What is Agent Cost tracking? The reporting suite in Halo can be utilised to create profitability reports based on real time data. This allows you to track the profitability of different areas of your business, including […]

SQL Imports – Licences and Subscriptions

In this guide we will cover: – How to complete a SQL Import to import Licences and Subscriptions into Halo This guide covers SQL imports specifically for the use of importing licences and subscriptions into Halo. For a general overview of SQL imports we recommend reading our guide SQL Imports.  How to complete a SQL […]

Ticket Sources

In this guide we will cover: – What is a Ticket Source? – Adding to Columns and Lists – Ticket Rule Criteria – Setting Source by Actions – Notifications – Excluding Ticket Sources (v2.204.1+) What is a Ticket Source? Ticket source is a field that is automatically set to display where a ticket has been […]

Mail Processing FAQs

In this guide we will cover: – Frequently asked questions about how emails are processed in Halo This guide will cover a list of frequently asked questions about how mailboxes work within Halo. If you have additional questions following reading the below, please contact support to assist you. How are emails processed by a mailbox […]

Avalara Integration

In this guide we will cover: – Enabling the Avalara Module – Connecting to Avalara – Importing Customers – Syncing Entities – Voiding an Invoice – Excluding Customers (v2.202.1+) What is the Avalara Integration? The Avalara integration allows you to complete a two way sync of customers between your Halo and Avalara instance. You can […]

Tanium Integration

In this guide we will cover: – Connecting to Tanium – Determine Asset Site – Asset Imports – Import Assets automatically on a schedule – Alerting (v2.200+) What is the Tanium integration? The Tanium integration with Halo can be used to import sites and assets from Tanium into Halo. Assets can be set to import […]

Redact Sensitive Audit Logs on a Ticket

In this guide we will cover: – Enabling the Audit Log Tab – Redacting Sensitive Information from Logs (v2.202.1+) As of v2.202.1+, audit logs can be redacted from view, allowing sensitive information such as password or HR fields to be hidden from audit logs and reports. Enabling the Audit Log Tab The auditing tab can […]

Barracuda RMM

In this guide we will cover: – What is the Barracuda Integration? – Connecting to Barracuda RMM – Import Customers/Sites – Import Assets – Automatically import Assets/sites on a schedule – Sync Alerts What is the Barracuda RMM Integration? This integration allows you to import customers/sites and assets from Barracuda RMM into Halo. Allowing you […]

Down Payments

In this guide we will cover: – Setting a Down Payment Product – Creating a Down Payment Invoice Note: This feature is available as of v2.202.1+. Setting a Down Payment Product Within Configuration > Sales Orders, set a product to use as down payments. This is the product ID that will be used on the […]

Invoice Approvals

In this guide we will cover: – What are Invoice Approvals? – Enabling Invoice Approvals – Allowing Agents to Approve – Requesting Approval What are Invoice Approvals? Invoice approvals allow an agent from a select list to accept or reject the contents of an invoice, and this could also delay the sync to an accounting […]