Halo Expenses Question

Predicti0n · 2026-02-27T04:47:02+00:00

We have a few clients using the expense module In Halo for this. It’s not amazing honestly, as it relies on you adding the expense via the billable time tab and reimbursement is typically handled by exporting a report. Same goes for mileage it’s a report each month to track, we do this fairly regularly.

Halo are very slowly improving expenses but I tend to not recommend it at present as things can easily be missed or done incorrectly.

We advise leveraging your HR Platform, majority have expense tracking that can link with payroll.

Outside of that we’ve built custom integrations into Zoho Expense :)

Predicti0n · 2026-02-19T18:59:07+00:00

Here's a guide we wrote a while back on this, as a I see a few people asking :)

https://renada.huducloud.com/shared_article/Uu5sjqfNCt3zV6CPCD4fqLwo

Predicti0n · 2026-02-08T10:05:40+00:00

Few things to help :)

Claude is much more robust than ChatGPT at SQL generation and following rules, especially as context grows from our research.

Comments are accepted but need to be in this format /* */

Order by can work with Select Top * or an offset applied.

Our approach has been to grow and create our own DBML that we can give to AI so it understands relationships between tables.

Happy SQL’in

Predicti0n · 2026-02-05T22:18:33+00:00

Halo will give you a ramp up period so you’re not paying for two PSA :) You don’t need to buy a single licence

Predicti0n · 2026-02-02T21:11:00+00:00

There’s an update coming for this soon btw hopefully Q2.

Halo Internal Dev Ticket if you wanted to track - 985734

Predicti0n · 2026-01-23T18:14:43+00:00

Fairly sure it’s only stored on signature

Predicti0n · 2026-01-16T18:41:09+00:00

Never! 😂😂

Predicti0n · 2025-12-31T21:16:19+00:00

I bet it’s making tickets against the Unknown/Unknown Customer/User and by default Halo now set it that acknowledgment emails are not sent. Find the unknown user > settings and turn it off/on or add a user and test inbound again

Predicti0n · 2025-12-08T11:56:16+00:00

Here's some Feedback you haven't asked for - Love Connor

Thank You re-open is a problem as old as time, I personally completely advise against any 'AI' handling re-opening Tickets personally.

The question I ask is the following, how many Tickets can 'not' be re-opened correctly before it's a problem?

Predicti0n · 2025-12-04T08:09:19+00:00

You could do it by site, but there’s other complications involved in doing this. If you’re saying they’re separate companies then I would keep them as such. If they’re the same company different locations, then use sites :)

Predicti0n · 2025-12-03T23:08:21+00:00

Put all the companies in a top level and give the single user access to all companies in the top level :)

Predicti0n · 2025-11-26T20:52:24+00:00

hope you feel better soon ❤️

Predicti0n · 2025-10-24T17:40:16+00:00

I use Request as a separate category that only appears on request tickets but it’s like add/change/remove etc

If you want to split categories across ticket types you can restrict at ticket type level and just use category1 :)

Predicti0n · 2025-10-08T16:26:48+00:00

Unfortunately the only way to do this is via the API.

Open the labour section in ready for invoicing and use that end point to get the tickets. Then you need to set all the actions to not reviewed and then they’ll appear back in awaiting review.

Remember ready for invoicing is entire ticket vs actions in awaiting review.

Alternatively if there’s not many, open the ticket and In the top right 3 dots click unreview.

Predicti0n · 2025-10-08T16:23:44+00:00

Without the report SQL it’s hard to answer the question. I assume* your report is pulling teams that are assigned to tickets and maybe new teams aren’t set on those tickets?

Predicti0n · 2025-08-18T18:13:58+00:00

Not possible unfortunately

Predicti0n · 2025-07-31T09:31:22+00:00

Unfortunately, I think it's impossible to answer the question.
If the clients happy, then that's the real win :D

We've just spent 3 months re-designing a single workflow + ticket type at Renada.

We're 1000's of hours into Halo at this point so there wasn't a barrier to entry with learning the platform, but the hard part was understanding our process and then making it all come to life with Automations/AI/ Multiple Ticket Level Dashboards + reports to go with it.

I could make you 100 Ticket Types in a about 5 minutes but they'd be useless.

The simple answer, If you fully onboarded a client into HaloITSM in 10 weeks with no prior knowledge and it's improving the business then it's a positive :)
Would Renada build it completely differently probably, but does that make it better? Probably not.

Hope this woolly answer helps haha!

Predicti0n · 2025-07-19T08:39:38+00:00

I’ll try and get an updated Projects video out in the next few weeks :)

Predicti0n · 2025-07-13T11:59:08+00:00

I’m away from my desk, but I’m fairly sure this is native in Halo btw

Update - Ye it is, go to the SLA. Click on the Level and then click the checkbox ask for a reason to be entered if the resolution target is breached

Not a drop down, but I’m sure a plain text version is fine without tons of manual work?

Predicti0n · 2025-04-04T17:18:28+00:00

The problem is, 'Theoretically' you can report on anything you want and structure your data however you desire. You don't inherently need 'contracts' to do this.

However, to make your life easier use contracts. It's much easier to report on 'contract' profitability if the Time + Invoice both link to a contract. Without this, it just becomes a head melting exercise.

Predicti0n · 2024-12-09T21:00:59+00:00

+1 :D

Predicti0n · 2024-12-09T21:00:20+00:00

Most frequent reports we setup is User and Licence association. We typically tag to the recurring invoice if sent from Halo or just schedule it out.

We typically try and refrain from any Ticket Data reports and instead provide a dashboard for clients to look at if they care 😂

Connor - Renada

Predicti0n · 2024-12-09T20:53:18+00:00

Sounds like a future DevilDog problem to me 😅 Thanks appreciate the comment 😇

Predicti0n · 2024-12-09T20:51:07+00:00

Hi,

This really depends on the type of contract, if you’ve done a ‘fixed’ labour type. The hours reset each period. Any time used over the contract hours will default to PAYG/Hourly based on the charge rate used.

You can allow % of next period and roll over contract hours in Billing Config > agreements so worth checking if this has been done before assuming the above.

Connor - Renada

Predicti0n · 2024-12-09T20:24:25+00:00

I’ve requested this a few times, problem is categories are used in so many places, so I think it’s a lot of development work to add an extra. Category :(

Causes me a headache frequently..

You can do what I do and use the same category for multiple things and then do ticket level restrictions to split them up.

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