The Ready For Invoicing Area

In this guide we will cover: – What is the Ready For Invoicing area? – Subsections in the Ready for Invoicing Area – Filtering Invoices – Creating Invoices – Deleting and Editing Invoices What is the Ready for Invoicing area?  The Ready for Invoicing area is a subsection of the Invoices module. This area is used […]

Ticket Link Types

Configuration > Tickets > Ticket Link Types The functionality here is only used when the setting in Tickets General Settings for "Split child Tickets tab into Ticket link types" is enabled. On Ticket Type level, a default "linking type" can be specified for linking tickets of that type. When checked, the Child Tickets tab on ticket […]

Quotation Status

In this guide we will cover: – Changing Quotation Statuses – System Uses on Statuses – Making Quotes not able to be edited What are Quotation Statuses? Every quotation in Halo has a 'status', this is used to help agents determine what the current status of a quotation is, and will control where the quotation […]

Introduction to HaloPSA

In this guide we will cover: – The basics of each part of HaloPSA along with the appropriate terminologies Admin Guides: Actions Agents Custom Fields  General Settings (Asset Management) General Settings (Tickets) Items & Stock Control Recurring Invoices  Self Service Portal Services Service Level Agreements Statuses Views Related Guides: Actions  AI Report Builder Customer, Site and […]

Example Combination Client

In this guide we will cover: – An Example agreement set up for a customer who has a combination agreement This is an example of a client that is billed in a different way, where some things are covered, and others are not. Fig 1. Combination Billing Rules In The Above Example The Client Has […]

Language

Configuration > Language Related Guides: Languages Language Settings Field Type Description Default Language Single Select This allows a selection from any configured languages to be used as a default for any Agents accessing the application. Customise Language Button This will open up the menu for creating and configuring language packs. These are used to translate […]

Problem Management

Configuration > Tickets > Problem Management Related Guides: Problem and Change Management Using Fully Configured Workflows Problem/Resolution Finder The Problem Finder functionality is part of the small AI box that appears on the Ticket screen, which will offer assistance to solve the ticket. This part of the config will dictate how the "Matching Problems" and […]

How to configure Statement of Work (SoW) Templates

In this guide we will cover: – Creating the Statement of Work Template – Setting the Details of the SoW – Setting the SoW on the Opportunity  Creating the Statement of Work Template To create a statement of work template, you can navigate to Configuration > Custom Objects > Custom Fields > search for the […]

User – Asset Relationships

Configuration > Asset Management > User – Asset Relationships Related Guides: Linking Assets Field Type Description Name Free Text Decide the name given to the user relationship i.e. "Maintained By" which would be allocated to the user maintaining the asset. You can add relationships by going to the relationships tab of an asset and right […]

Example Pre-Pay Client

In this guide we will cover: – An Example agreement set up for a customer who has a Pre-Pay agreement This is a setup for a client with a Pre-paid block of hours. For example, the client can purchase 10 hours that will expire on a given date but will last up until that date […]