MYOB set up guide
logging a ticket to record time for creating the MYOB set up guide Enabling the Module To enable the MYOB integration, go to Configuration > Integrations > Accounts and Payments and enable the module using the plus icon in the top right-hand corner of the MYOB icon. Once the module has been enabled, click the […]
MYOB set up guide
logging a ticket to record time for creating the MYOB set up guide Enabling the Module To enable the MYOB integration, go to Configuration > Integrations > Accounts and Payments and enable the module using the plus icon in the top right-hand corner of the menu icon. Once the module has been enabled, click the […]
Pax8 Integration
In this guide we will cover: – What is the Pax8 integration? – How to connect to the Pax8 integration – How to connect to the Pax8 Integration – Customer Imports – Importing Usage/Arrears data – Subscription Imports – Automatically sync customers and/or subscriptions updates – Bill for subscriptions from Pax8 What is the Pax8 […]
Purchase Orders
This guide outlines the core features available for Purchase Orders. Related articles: Sales Orders Action Button Configuration Configuring PDF Templates If an end-user would like to purchase something (either an item or a service) that your company does not have in stock, Halo has the ability to raise purchase orders to the relevant supplier. To […]
Email Rules
This guide details the different types of email rules and what they do. Associated Admin Guide Email Rules In the Halo platform, you can set email rules to specify different outcomes based on criteria for emails that come into the system. There are several different types of email rules that you can use in the […]
Quotations
This guide outlines the core features available for Quotations. Related articles: Sales Orders Purchase Orders Configuring PDF Templates Quotations in Halo Quotations are the start of sales processing in Halo and allow you to quickly create, preview and send clear and highly customisable PDF quotation documents. To use quotations, make sure you have the sales […]
Navigating Ticket Areas
Ticket Areas and their uses. The Halo Ticket screen is likely to be the most used page within Halo. So, we’ve designed it for the way that teams want to work. 1. Agent – This is a technician in a team, the small green circle attached to it indicates their availability status, e.g. Green = Available. […]
Contracts
How to create customer contracts in Halo. Related Articles: Importing your data Supplier Contracts Assets Client contracts are used to track a specific agreement you have with a customer in regards to the service you provide them. For example, how much you charge the customer per period and what service level agreement (SLA) you work […]
Departments and Teams
In this guide we will cover: – How to create a new Department and Team in Halo Associated Admin Guides Departments Teams Creating a new Department and Team To access Departments & Teams in Halo, the best place to start is your Organisation settings. For this, navigate to Configuration > Organisation and […]
Adding a Mailbox Without The Use of Azure or Google
Related Articles: Multi Factor Authentication and App Passwords Agent email forwarding This guide will walk you through the basics of setting up a mailbox in Halo Service Desk. It is recommended to setup an azure mailbox, using the other guide provided: Azure Mail Link – Azure Mailbox Setup Mailboxes Out of the box we […]
