Consignment PDFs
In this guide we will cover: – How to create PDF templates for Consignments – How to set the PDF template as default Create and edit consignment PDF Templates In Configuration > Reporting > PDF Templates, select type "Consignments" on the dropdown at the top. Fig 1. Consignments type on PDF Templates The full list […]
Expenses
In this guide we will cover: – What are expenses in Halo? – Configuring Expenses – Logging Expenses – Invoicing Expenses – Expense reviews – Reimbursing Expenses – Tracking Expenses – Auditing Expenses – Export Expenses to CSV What are Expenses in Halo? Expenses are used to track and/or invoice additional costs associated with a […]
Credit Notes
In this guide we will cover: – What credit notes are used for – How to determine the ID of the credit note – How to raise a credit note – How to use a credit note – How to adjust credit lines – Syncing Credit Notes to accounting integrations – Voiding Credit Notes – […]
Exchange Calendars
Configuration>Calendars and Appointments>Exchange Calendars Configuration>Integrations>Exchange Calendars Guides: Calendar integration using the Microsoft Graph API Syncing Exchange Calendars(For On-Prem Web Exchange Only) Information on Calendars and Appointments Linking one Appointment to a Ticket to Link all Appointments in the Same Series Connection Method Field Type Description Microsoft Graph API Checkbox Reference the guide for more information: Calendar […]
3CX Integration Methods
In this guide we will cover: – Web Client Method – CRM Template Method – Desktop Softphone Method Halo can display incoming call pop-ups, place outgoing calls, and display the call handling screen when a call is accepted in 3CX. After recent changes by 3CX the below methods only work on Pro and Ent (Professional […]
Billing Templates
Configuration > Billing > Billing Templates Related Guides: Billing Templates Bulk Applying Billing Templates Billing Template Creation Settings Field Type Description Name Free Text The name of the billing template Billing Rules Table Decide which charge rates etc should be attached to certain ticket types. This feature also allows you to decide what assets and […]
Asset Fields
Configuration > Asset Management > Asset Fields Asset fields are additional details of assets such as the model, serial number, etc. They can be added to an asset type within the "field list" Tab of an asset type. Asset fields are created in the asset management module of the configuration. Check out this guide, which […]
Email (General Settings)
Configuration > Email Guides: Google Mailbox Setup Configuring an Azure Mailbox Outgoing Email Settings (towards the end of the Guide) Check out the guides for more information on Email Configuration, the same guides can be found on the HaloPSA Academy: Email Introduction HaloPSA Academy – Email Introduction Incoming Email Field Type Description Mailbox Setup Button […]
On-Prem Upgrade – NHserver
To resolve issues or gain new functionality related to backend functions of Halo it is sometimes required to upgrade the version of NHServer that is in use. Download https://s3.haloservicedesk.com/NHServer.zip This application is an older method of email ingress/egress and is due for deprecation Q3 2024 Upgrade Steps Go into the task scheduler, and end the […]
Asset Statuses
Configuration > Asset Management > Asset Statuses Asset statuses can be configured in the Asset Management module of the config. They are the different statuses you can give to an asset such as "Active", "Inactive", in order to describe the current state of an asset. A status can be set on each asset from the […]