HaloPSA Roadmap

Google Workplace integration and Google Sign-In now available.

Connect a Google Workplace account to Halo, and import users from your Google directory as users and/or agents.

Manage change advise board members and agent roles based on groups that are in your Google directory during imports.

Enable Google Sign-In for the Halo web application and end user portal.

Single Sign-On with Centrify now available.

Reports are now available in the new end user portal

In the configuration, within the self-service portal area, you can now add a new dashboard button that will allow end-users to access their reports within the end user portal

If the end user, has any reports that they were given access to, they will now be able to see the following dashboard on the end user portal:

If you want to share a report with an end-user, simply navigate to report you want to share with them, and within the availability tab add them:

The dashboard button will give end-users access to all of their relevant reports, there they can see both the name and the description:

And then can subsequently navigate to one of the reports, to view the details, print it, or export the data:

Billing interface now available in the web application

• Invoices now have their own link in the app menu (no longer in "quotes and orders and invoices").
• The old billing run has been replaced with a dashboard which shows everything that’s pending invoice creation. This shows a table for each billing type - Recurring Invoices, Labour, Travel, Mileage, Items Issued, Sales Orders and Pre-Pay, where you can select individual things to invoice, or everything, and then generate invoices. This can be accessed from Invoices > Ready for Invoicing.
• Xero (also available on this version) and Quickbooks Online (coming soon) invoice syncs will happen automatically after each invoice is created/updated/deleted.
• Deleting an Invoice containing labour/items issued/pre-pay/orders will undo the transaction and allow you to invoice again. It will also either delete or void the invoice in Xero.
• There is now a system use action to create an Invoice for a particular ticket. This will add any outstanding Labour/Travel/Mileage/Items from the ticket onto the Invoice automatically.
• There are settings in a recurring invoice to add all unbilled labour/travel/items/pre-pay that is ready to invoice for a client to the Invoice. When used with the automatic creation setting mentioned above, this allows you to automate all invoice creation.
• More features coming soon

Recurring Invoices feature now available

• Recurring Items and Contract Invoices have been moved into a new entity called “Recurring Invoices”.
• A Recurring Invoice is basically a template for an invoice, that can be scheduled to create Invoices periodically.
• Items can be added to a Recurring Invoice - this replaces the old Recurring Items feature which has been removed.
• A recurring invoice can be linked to a contract. - this replaces the Contract Invoices feature, and related settings on a contract have been removed and are now part of a Recurring Invoice.
• There is a setting in Config > Recurring Invoices, to create recurring invoices automatically. This will create the invoice automatically on the day it’s scheduled for. (Requires new NHServer).
• There are settings in a recurring invoice to add all unbilled labour/travel/items/pre-pay that is ready to invoice for a client to the Invoice. When used with the automatic creation setting mentioned above, this allows you to automate all invoice creation.
• Conversion from Recurring Items and Contract Invoices coming soon

QuickBooks Online integration now available.

QuickBooks Online can now be integrated into Halo. The following features are available:

• Import accounts, tax rates, customers and items from QuickBooks Online into Halo.
• Automatic syncing of customer and item data into QuickBook whenever they are created/updated in Halo.
• Syncing of invoices to QuickBooks Online whenever an invoice is created or updatedin Halo.

Azure Automation integration now available.

Create webhooks in Halo to trigger Runbooks in Azure Automation.

The outgoing webhook can be triggered by creating a system action, or when an approval step is approved. 

Choose what content from the ticket is included in the webhook that gets sent. Along with some system fields, custom fields can be included from the client, site, user and ticket record. Fields from custom tables associated with clients, sites, users or tickets can also be included.

Use the preview options in the setup screen to preview the body of the request, to assist when creating new Runbooks in Azure Automation.

Sample Runbooks will be available for download shortly.

Added Opportunity Phone number to Import Spreadsheets.

Pre-Pay now available.

Xero Integration now available.

Connect to a Xero tenant in Halo. 

Imports are available for Tax rates, Contacts and Items.

Updates to a Customer, Item or Invoice, including the creation of new records, can be posted automatically to Xero.

This integration is only compatible with billing in the latest web application.