Agents

Configuration > Teams & Agents > Agents The Agents section of the configuration is used to manage your staff that use Halo Licences, being able to add these Agents to teams, assign roles, and set preferences and other information against them. If anything is manually added to an agents permissions i.e. not applied via a […]

Pax8 Integration

In this guide we will cover: – What is the Pax8 Integration? – How to connect to the Pax8 integration  – Customer Imports – Subscription Imports – Importing Usage-based subscriptions, Azure Consumption & Arrears data – Automatically sync customers and/or subscriptions updates – Billing for subscriptions from Pax8 Related Guides: Licences/Subscriptions Overview What is the […]

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 […]

Syncing Exchange Calendars using the Microsoft Graph API

In this guide we will cover: – What is the Exchange Integration? – How to connect to the Exchange Calendars integration – Immutable IDs and Webhooks – Importing Existing Calendar Entries – Inbound and Outbound Requests Tab  – Using Exchange Calendar – Common errors What is the Exchange Integration? Halo can sync appointments with your […]

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 […]

CSV Templates

Configuration>Reporting>CSV Templates CSV Templates Field Type Description Name Free Text The name given to the CSV template Type Single Select Decide how granular the data is: type can be a row for each invoice line, a row for each customer or a row for each invoice. Details Table Field List This tab is used to […]

Asset Relationships

Configuration > Asset Management > Asset Relationships Asset relationships are sparsely used but mainly used in change management, should an asset require changes the relationships will show what other assets depend on that asset. Relationships can be created under the Asset Management module of the config. To add relationships to assets this can be done […]

Asset Types

Configuration > Asset Management > Asset Types An asset type is the generic description of an asset such as: Laptop, Mobile Phone, Monitor. These can be created in the Asset management module of the config. Check out this guide on our Support Portal, which can also be found on the HaloPSA Academy: Asset Types/Groups HaloPSA Academy […]

Using your Knowledge Base

In this guide we will cover: – Navigating to the Knowledge Base – Searching for Articles – Creating an Article – Updating Articles – Sending Article Links Admin Guides: Knowledge Base Related Guides Article Drafts FAQ Lists in the Knowledge Base  Knowledge Base Articles in the User Portal  Providing Access to your Knowledge Base This […]

Expenses

Configuration > Billing > Expenses Field Type Description View/Edit Expense Types Button This opens up the Lookup Codes menu for creating Expense Types. These are simply descriptive for now, and as such only have a name. When this module is enabled, there will be a new table to add expenses to within the billing tab […]