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Halo

Release notes

Current stable release
2.236.122
Latest beta
2.250.22

2.196.111

Stable

Released on Sep 10, 2025 · 66 updates

Resolved an issue with Agents failing to be included for Resource Booking

Also in 2.208.3 · 2.196.111

#1040262

Minor improvement to searching Jira Issues

Also in 2.208.4 · 2.196.111

#1040140

Fixed an issue using basic authentication to authenticate Auvik webhooks

Also in 2.208.3 · 2.196.111

#1039205

Fixed an issue with Salesforce filters

Also in 2.208.3 · 2.196.111

#1039186

Fixed an issue with using ADFS and AuthnRequests for SAML

Also in 2.208.3 · 2.196.111

#1039060

Fixed an error loading Assets when the N-Able N-Central module is enabled without a valid URL

Also in 2.206.10 · 2.196.111

#1038485

Fixed items issued sometimes being removed from tickets when adding a new item

Also in 2.208.6 · 2.196.111

#1038322

Fixed a popup incorrectly appearing when enabling the integrator for the StreamOne Stellr Integration

Also in 2.208.2 · 2.196.111

#1036752

Fixed an issue where end-user closure procedures would erroneously apply to Projects

Also in 2.208.1 · 2.196.111

#1033686

Fixed an issue where HubSpot Default Billing Period field mapping on Items would error

Also in 2.208.1 · 2.196.111

#1033660

Fixed an issue where field criteria couldn't be selected on Billing Plan Combinations by non-Admins

Also in 2.208.1 · 2.196.111

#1033402

Fixed an issue where Appointments couldn't be completed by automated actions

Also in 2.208.1 · 2.196.111

#1033233

Fixed an issue with the custom field options to copy values to parent/child when storing values in rows

Also in 2.208.1 · 2.196.111

#1032813

Fixed an issue with Ingram Micro Reseller webhooks

Also in 2.208.1 · 2.196.111

#1032804

Fixed an issue where attachment uploads for subscriptions may give an incorrect permission error

Also in 2.208.1 · 2.196.111

#1032742

Fixed an issue with updating the site of an asset when the user's site is changed using a Halo API action

Also in 2.208.1 · 2.196.111

#1032287

Fixed language issue with item groups

Also in 2.208.1 · 2.196.111

#1031983

Fixed an issue with the AI report analysis still showing on a report when AI report analysis has been disabled

Also in 2.208.1 · 2.196.111

#1031966

Resolved an issue with the deletion of Credit Notes affecting the Recurring Invoice that the Credit Note related to

Also in 2.208.1 · 2.196.111

#1031585

Fixed an issue where pre-pay balance wouldn't display on Tickets for merged Clients

Also in 2.208.1 · 2.196.111

#1031558

Resolved an issue with API Agents being able to be assigned appointments via resource booking

Also in 2.208.1 · 2.196.111

#1030524

Fixed an issue with locking a ticket list to a Gantt view

Also in 2.208.1 · 2.196.111

#1030339

Fixed language pack issue in self service portal config

Also in 2.208.1 · 2.196.111

#1030094

Fixed an issue which could prevent viewing / uploading attachments to an expense

Also in 2.208.1 · 2.196.111

#1028510

Fixed an issue with syncing "Quote to Order" purchase orders to Ingram when there are more that one orders awaiting a response

Also in 2.208.1 · 2.196.111

#1028417

Fixed an issue that sometimes occurs when reassigning a ticket

Also in 2.208.1 · 2.196.111

#1028151

Fixed an issue with the followers field not being mandatory on user new tickets

Also in 2.208.1 · 2.196.111

#1027666

Resolved an error when using the Customer filter in the Ready For Invoicing area for expenses

Also in 2.208.1 · 2.196.111

#1027657

Fixed an issue with the scheduled import integration failing to read the attachments

Also in 2.208.1 · 2.196.111

#1027471

Fixed a time zone issue with the invoice period start and end dates

Also in 2.208.1 · 2.196.111

#1027392

Improved note display on Workflow steps

Also in 2.208.1 · 2.196.111

#1027320

Resolved an issue with the variable $ TAXCATEGORYCODE failing to populate in specific scenarios when the Tax Code is not explicitly set

Also in 2.208.1 · 2.196.111

#1026990

Fixed an issue where expenses could become unreviewed when adding a new expense

Also in 2.208.1 · 2.196.111

#1026980

Fixed an issue where Exact would silently not sync in very rare cases

Also in 2.208.1 · 2.196.111

#1026808

Fixed an issue where private note actions were not usable when using the "show a tab for each communication channel" global option, and not using custom tabs on the ticket type.

Also in 2.208.1 · 2.196.111

#1026743

Resolved an issue with using Invoice Groupings with Items within the group not hidden failing to push to Fortnox

Also in 2.208.1 · 2.196.111

#1026737

Fixed a minor display issue with the 'statuses to show on child Kanban view' field at ticket type level

Also in 2.208.1 · 2.196.111

#1025350

Fixed an issue where session cookies could increase in size when using the app

Also in 2.208.1 · 2.196.111

#1025214

Fixed a rare issue where the notes field on Invoices could cause Ready for Invoicing to error

Also in 2.208.1 · 2.196.111

#1025116

Added additional logging for Teams embedded portal logins

Also in 2.208.1 · 2.196.111

#1025013

Fixed slow loading of supplier view lists

Also in 2.208.1 · 2.196.111

#1024874

Fixed an issue with sending multiple emails across to quickbooks online failing in rare cases

Also in 2.208.1 · 2.196.111

#1024625

Fixed a minor issue with sales order total percentage invoiced

Also in 2.208.1 · 2.196.111

#1024420

Fixed an issue where the 'Create PO' button would still display on Sales Orders when quantity had been used

Also in 2.208.1 · 2.196.111

#1024373

Fixed a UI error that appears in the self service portal

Also in 2.208.1 · 2.196.111

#1023806

Fixed creation date not being set for users created from the portal

Also in 2.208.1 · 2.196.111

#1023772

Fixed an issue where Supplier and Customer API actions could appear as queued to send when they are not

Also in 2.208.1 · 2.196.111

#1023603

Fixed an issue with Exact silently timing out on some imports and failing to retrieve all entities in some cases as a result

Also in 2.208.1 · 2.196.111

#1023558

Fixed an issue with config tracking services

Also in 2.208.1 · 2.196.111

#1023508

Fixed an issue where customer or supplier API actions would not send if the agent doesn't have access to the fall-back mailbox.

Also in 2.208.1 · 2.196.111

#1023507

Fixed an issue where an asset list's column profile override may not apply

Also in 2.208.1 · 2.196.111

#1022317

Fixed an issue where the default items account does not get picked up when syncing an invoice to MYOB

Also in 2.208.1 · 2.196.111

#1019207

Fixed an issue where client mappings would duplicate when syncing a new customer from Halo to MYOB

Also in 2.208.1 · 2.196.111

#1019024

Fixed an issue with populating user single select custom fields during EntraID/CSP user sync

Also in 2.208.1 · 2.196.111

#1018949

Fixed an issue where '[object Object]' could display when grouping by pipeline stage

Also in 2.208.1 · 2.196.111

#1012718

Fixed an issue with out of hours rule criteria matching

Also in 2.208.1 · 2.196.111

#1012535

Resolved an issue with the Date Done of an Action failing to be used when it is not updated

Also in 2.208.1 · 2.196.111

#1012118

Fixed some issues with CSP Consumption billing

Also in 2.208.1 · 2.196.111

#1009074
  1. Fixed an issue with the mark as billed button on CSP invoices for consumption and reserved instance data
  2. Fixed an issue with the markup and cost not working
  3. Fixed an issue with marking as billed not showing any loading screen when working.

Fixed an issue where a recurring invoice line's net amount and tax amount might not immediately update when adding a meter reading

Also in 2.208.1 · 2.196.111

#1008599

Fixed an issue with 'equal to' and 'not equal to' field visibility conditions that target single select custom fields.

Also in 2.208.1 · 2.196.111

#1004534

Fixed an issue where approval timeouts with a start date of 10 minutes or less into the future would not timeout.

Also in 2.208.1 · 2.196.111

#996316

Fixed an issue where pro rata would not get billed according to the 'Number of days ahead of schedule to create' value on the recurring invoice schedule.

Also in 2.208.1 · 2.196.111

#986009

Fixed a minor issue with importing software as part of the ConnectWise Automate integration asset import

Also in 2.208.1 · 2.196.111

#975725

Minor logging improvement for the Exchange Calendars integration when using Exchange Web Services

Also in 2.208.1 · 2.196.111

#971523

Fixed an issue with the "Use assets to determine related services" setting not applying on the end-user portal as intended

Also in 2.208.1 · 2.196.111

#970086

Fixed an issue where a permission error may be thrown when creating a ticket through an automation on a workflow

Also in 2.208.1 · 2.196.111

#834137