MYOB Integration

In this guide we will cover: – What is the MYOB Integration? – Enabling the Module – Connecting MYOB Tenants – Importing Tax Rates – Importing Clients – Importing Accounts Codes – Importing Products – Configuring Charge Rates – Importing Suppliers – Syncing to MYOB What is the MYOB Integration? MYOB can be integrated with […]

Contract Schedules

In this guide we will cover: – Pre-requisites – Schedule Overview – Schedule Hours – Email Settings – Schedule Plan Contract schedules allow you to schedule recurring meetings/work that is covered by, or occur as part of, a contract. The number of hours allocated to this work/meetings can be set, then meetings can be scheduled […]

Change Advise Boards (CABs)

In this guide we will cover: – Creating a CAB – Importing CAB Members via Entra – Microsoft Teams Notifications – CAB Roles – Adding a CAB to an Approval Process – Choose which CAB Members are needed for Approval each Time  – Prevent Users and Agents approving their own Requests when part of a CAB […]

Restricting User Access to Services

In this guide we will cover: – How to Restrict access to the whole Service Catalogue – Configuring Access to Service Categories – Configuring access to specific services – Restricting Access when a service belongs to multiple categories – Restricting Access to Buttons within a Service Services within the service catalogue can be restricted to […]

PandaDocs Integration

In this guide we will cover: – What is the PandaDocs Integration? – Connecting to PandaDocs – Setup for creating Documents using a chosen template  – Setup for Creating Documents from an Uploaded file What is the PandaDocs Integration? The PandaDocs integration allows you to create documents in PandaDocs from your Halo instance. The document […]

Knowledge Base Articles in the User Portal

In this guide we will cover: – Enabling the Knowledge Base Area – Showing User Article Views – Setting Article Restrictions – Setting FAQ Restrictions – Showing/Hiding Article Details – Pin the FAQ list to the page  – Allow Users to leave feedback on Articles Enabling the Knowledge Base Area First, the knowledge base area […]

Halo Tab Customisation

In this guide we will cover: – Enabling Multiple Tab Functionality – Open in a New Tab – Using Multiple Tabs Related Guides: Customising the Agent Application The multiple tab functionality makes it easy to seamlessly switch between different areas of your instance without losing your place, and keeps important tabs open without cluttering your […]

Automated Statement of Work Generation and AI Project task Creation

In this guide we will cover: – How to automate SoW creation – How to create project tasks based on your SoW using AI The statement of work against your opportunity tickets can be generated automatically based on the services you are quoting the customer for. When quoting customers for products that each have their […]

Automated New Starter Requests into Microsoft Entra

In this guide we will cover: – Configuring Automated Creation of New starters – The End-User Portal Experience This guide outlines how to configure automated onboarding for new users into Entra. New users can be created in Entra automatically from Halo, using the user details logged on a new starter request form in the Halo […]

Prometheus Integration

In this guide we will cover: – What is the Prometheus Integration? – Connecting to Prometheus – Configuring Asset Imports – Automatically import/update Assets on a schedule – Alerting – Have assets create instantly in Halo when created in Prometheus What is the Prometheus Integration? The Prometheus integration can be used to import targets from […]