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 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 also […]

Tanium Integration

In this guide we will cover: – Connecting to Tanium – Determine Asset Site – Asset Imports – Import Assets automatically on a schedule – Alerting 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 automatically […]

Redact Sensitive Audit Logs on a Ticket

In this guide we will cover: – Enabling the Audit Log Tab – Redacting Sensitive Information from Logs 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 be enabled per ticket […]

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 – Improved Method of Creating a Down Payment Invoice Down payments in Halo allow you to take down payments/deposits for work (projects) without having the revenue recognised yet, deferring the revenue. The payment can be taken for […]

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 […]

Chat Web Searching with Virtual Agents

In this guide we will cover: – Creating a Custom Virtual Agent – Configuring a Chat Profile – Configuring the Runbook – Using the Chat Related Guides: Chat Bot and Chat Profiles Virtual Agents in the Chat Bot Virtual agents can be integrated with the chat functionality to allow AI-responses to agent or user questions. […]

Service Users

In this guide we will cover: – What are Service Users? – Bulk Updating Service Users – Importing Service Users from CSP – Excluding Service Users from Automatic Billing – Service User Pop Ups – Service User Ticket Rule Criteria – Service User Dynamic Distribution List Criteria What are Service Users? Service users are a […]

Manually adjusting billable time and re-calculating billing for labour

In this guide we will cover: – Manually adjusting billable time on actions – Set who can re-calculate billing – Recalculating Billing – Excluding actions from re-calculate billing As agents complete actions/time on tickets, this time spent (labour) will bill the customer automatically in line with their billing rules. The way in which an action […]