Sage Intacct Integration

In this guide we will cover: – What is the Sage Intacct Integration? – Connecting to Sage – Tax Rates – Accounts – Importing Customers – Importing Products – Supplier Import – Currency  – Syncing Invoices, Credit Notes, Bills, Purchase Orders, and Sales Orders – Syncing Projects (v2.224.1+) – Syncing with Sage Intacct  – Integrating […]

Customising Invoice lines for a Project

In this guide we will cover: – How to customise how the labour lines for project work appear on the invoice, how they are grouped In Configuration > Billing > Invoice Creation, there is a setting for 'Grouping for Invoice lines (Project)'. Fig 1. Project grouping settings They will group the lines on the invoice […]

Billing Templates

In this guide we will cover: – What are Billing Templates? – Creating Billing Templates – Apply a Billing Template to a Customer – Updating Billing Templates Admin Guides: Billing Templates What are Billing Templates? Billing Templates are used to easily apply a set of billing rules to multiple customers. If you have multiple customers […]

Iframe Custom Tabs on Assets

In this guide we will cover: – Configuring the Custom Tab – Adding the Custom Tab to an Asset Type Configuring the Custom Tab Using Iframes within custom tabs will allow you to view a specified URL from within your asset. To add custom tabs to your assets you must navigate to Configuration > Custom […]

Sage 50 Canada Integration

In this guide we will cover: – What is the Sage 50 Canada Integration? – Downloading the Application – Connecting the Application What is the Safe 50 Canada Integration? The Sage 50 (Canada) Integration allows Canadian-based Sage accounts to connect into Halo to sync invoices. Downloading the Application Download the latest Integrator Application from : […]

QuickBooks Invoice ID Blank

In this guide we will cover: – Troubleshooting a Blank Invoice ID Troubleshooting a Blank Invoice ID When creating invoices and syncing across to QBO there can be an issue where the invoices don't have an ID number inside of QuickBooks. You want to turn off custom transaction numbers using the guide below. If invoices […]

Mail Campaigns

In this guide we will cover:  – What are Mail Campaigns? – Enabling Mail Campaigns – Creating a Campaign – Blast and Nurture Campaigns – Using Metrics – History – Allow Users to Unsubscribe from Mail Campaigns – Cancelling/Completing Campaigns – Sending Test Emails – Example Nurture Campaign  – Creating a Mail Campaign from a ticket (v2.234.1+) […]

Sage 50 Canada Integration

In this guide we will cover: – Downloading the Application – Setting up the Integration Downloading the Application The Sage 50 Canada Desktop integration has recently moved to a new application that is run locally but connects to your Halo instance using the Halo API. It can be downloaded from https://s3.halopsa.com/HaloAccountsIntegrator.zip Setting up the Integration […]

Asset Types/Groups

In this guide we will cover: – How to create an asset group – Assets vs Items – How to create a new asset Type Configuration settings Guides: Asset Types Asset Groups  Configuring asset types and groups will allow you to more readily view an organised list of your devices and will also allow you […]

Project Billing – Budget Types vs Charge Types

In this guide we will cover: – Billing a project using Charge Types – Billing a project using Budget Types  – Billing a project using a combination of Budget and Charge Types Billing a project using Charge Types Billing using charge types will bill labour on project and project task tickets using the rates you have […]