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Halo

Release notes

Current stable release
2.236.122
Latest beta
2.250.22

2.198.3

Unreleased

Released on Jun 27, 2025 · 45 updates

Resolved a customer specific logging issue

Also in 2.198.3 · 2.196.52 · 2.184.123

#985862

Added low / excessively high warnings when adding a new meter reading

#743902

Low Meter Reading Warning

When adding a meter reading through the UI, you will now get a warning if the meter reading is the lowest for that recurring invoice line.


High Meter Reading Warning

There is now a setting in Configuration -> Recurring Invoices -> 'New reading percentage over the average reading to warn', which will throw a warning in the UI when the new meter reading is greater or equal to the percentage increase over the average meter reading so far for that line.


Handling these warning if logging readings over the API

The low warning will only be checked if the field '_checklower' is passed in the POST payload, which is added by the UI by default and the high warning will only be checked if the setting mentioned above is enabled.


To bypass any confirmations, you can include the following field in the POST payload: '"_newreadingconfirmation_ok": true' but as mentioned, if the setting is disabled and you don't include '_checklower', you will not be impacted if logging on the API.


Please note these checks only take into account the last 250 meter readings, to ensure no impact to performance. No confirmation checks will apply to imports.

Fixed issues with service user access and visibility conditions

#987279

Fixed an error when importing Datto devices with user matching enabled

Also in 2.198.3 · 2.196.51 · 2.184.131

#984061

Fixed an issue with automatically creating an appointment when a ticket has been approved

Also in 2.198.3 · 2.196.51

#983933

Fixed an issue downloading attachments in the ServiceNow migration

Also in 2.198.3 · 2.196.51 · 2.184.113

#983799

Fixed issues with Price/Cost auto-calculation on Items

Also in 2.198.3 · 2.196.51 · 2.184.122

#983791

Fixed an issue with the action setting 'Hide from Ticket header' incorrectly impacting action groups

Also in 2.198.3 · 2.196.51

#983605

Fixed an issue with table fields not copying to clones of ticket templates

Also in 2.198.3 · 2.196.51

#983518

Fixed an issue with the site mappings not matching for Atera RMM

Also in 2.198.3 · 2.196.51

#983507

Fixed a value conversion error importing SentinelOne devices

Also in 2.198.3 · 2.196.51

#982681

Resolved an issue with Dynamic Value Visibility for Categories failing to function correctly on the Self Service Portal

Also in 2.198.3 · 2.196.53

#982606

Fixed an issue with custom field changes being audited when no changes occurred

Also in 2.198.3 · 2.196.51

#982496

Fixed an issue with the date filter on Freshdesk Tickets migration when using the Halo Integrator

Also in 2.198.3 · 2.196.51

#982325

Fixed an issue with Action variables in Runbooks started from an Action system use of "Send Webhook/Queue Integration Runbook" sometimes not resolving

Also in 2.198.3 · 2.196.51

#982156

Fixed an issue when viewing tickets per type will show the same count value for all ticket types

Also in 2.198.3 · 2.196.51

#981406

Fixed an issue with deleting OLA templates

Also in 2.198.3 · 2.196.51

#981350

Fixed a rare display issue with user details stating they were also an agent

Also in 2.198.3 · 2.196.51

#981161

Fixed a combination of rounding and purchase currency related issues

Also in 2.198.3 · 2.196.52

#980882
  1. Fixed an issue with Purchase Currency not updating to the correct historical value in some cases
  2. Fixed an issue with invoice groups not showing in the v1 billing totals calculation method in some cases
  3. Fixed an issue with the v2 billings totals calculation method blanking group values in some instances
  4. Fixed an issue with some dollar variables not working as intended in both v1 and v2 methods.

Fixed an issue with the integrator not being able to update some custom fields

Also in 2.198.3 · 2.196.51

#980632

Resolved an issue where an email could be sent to a user despite having 'never send emails' enabled

Also in 2.198.3 · 2.196.51

#980379

Fixed an issue where Knowledgebase Article Next Review Date would not show in local time Minor fixes/tweaks to the Freshdesk migration knowledge base migration

Also in 2.198.3 · 2.196.51

#980306
  • The Halo dateedited field is now set to the Freshdesk Article's updated_at field
  • Agent matching for the Author no longer requires the Agent to be part of a Team
  • Re-ordered the Agent matching logic for Author so Email address is checked first, then Username

Fixed an issue with using the asset field in the self-service portal

Also in 2.198.3 · 2.196.52

#980304

Fixed an issue where Assets would erroneously link to existing Contracts

Also in 2.198.3 · 2.196.51 · 2.184.131

#980257

Resolved an issue with the Bank Transfer and Credit Card settings for Quickbooks Online checkboxes being incorrectly labelled

Also in 2.198.3 · 2.196.51

#979937

Fixed a UI issue deleting Software Licences when using multiple Halo tabs

Also in 2.198.3 · 2.196.51

#979761

Fixed a minor issue with applying a billing template with contract hours per period

Also in 2.198.3 · 2.196.51

#979711

Fixed an issue with the "Please select a valid User" message not showing on the action bar if the ticket was awaiting the logged in agents approval

Also in 2.198.3 · 2.196.51

#979375

Fixed an issue with enabling the Halo integrator for Myob not automatically creating a scheduled integrator run for hosted customers

Also in 2.198.3 · 2.196.51

#979193

Fixed an error deleting Exchange appointments when the integration is configured to use a non-global authority

Also in 2.198.3 · 2.196.51

#979155

Fixed an issue where the loading screen could remain visible indefinitely after deleting a canned text

Also in 2.198.3 · 2.196.51

#978552

Fixed sales order invoiced percentage when partially invoicing the sales order lines based on quantity

Also in 2.198.3 · 2.196.51

#978486

Fixed an issue with invoice duplication in Ready for Invoicing if multiple Halo tabs are open

Also in 2.198.3 · 2.196.51

#978129

Resolved an issue with a Charge Rate override used for Prepay is only applied on the time entry that uses the remaining balance from the Prepay

Also in 2.198.3 · 2.196.51

#977906

Fixed an issue with merging customers

Also in 2.198.3 · 2.196.51

#977783

Resolved selecting all actions in awaiting review or ready for invoicing when ordered by charge type

Also in 2.198.3 · 2.196.51

#977211

Fixed some issues with the MYOB integration

Also in 2.198.3 · 2.196.51 · 2.184.131

#976970
  • Fixed an issue saving password values
  • Simplified the authentication process by ensuring the connection has been saved before you begin. This also fixed some issues surounding values being passed incorrectly to the API during the authentication process.
  • Corrected some field labels.
  • Improved error handling, so errors are easier to see on the import screens.

Added a hint to the TechData reseller password field

Also in 2.198.3 · 2.196.51

#976059

Fixed an issue where old attachments wouldn't be visible when document management functionality is enabled

Also in 2.198.3 · 2.196.51

#975812

Fixed an issue with quote updated runbook condition criteria

Also in 2.198.3 · 2.196.51

#972071

Fixed various issues regarding the Consumption and Reserved instance data imports and billing

Also in 2.198.3 · 2.196.51

#972011
  1. Fixed an issue with multicurrency conversions not lining up in Halo with CSP exchange rates
  2. Improved the import of consumption and reserved instance data to improve performance and avoid reimporting.
  3. You can now delete all lines on a csp invoice to allow a reimport
  4. Fixed an issue with recurring invoices with both reserved instance and consumption data lines not always creating both types of lines in all cases
  5. Fixed an issue with some reserved instance language packs
  6. Fixed the $-AZURENAME variable not working as intended
  7. Fixed subscription pricing not matching correctly in all cases
  8. Fixed several other misc minor issues relating to csp consumption data and reserved instance data

Fixed several issues with new Hubspot Functionality

Also in 2.198.3 · 2.196.51

#953856
  • Fixed an issue with Hubspot webhooks occassionally causing duplicate creation of some entities
  • Fixed an issue with Contact information not syncing to Hubspot deals in some cases
  • Fixed an issue with imports of clients failing in some rare cases

Fixed several miscellaneous issues with Sage Intacct

Also in 2.198.3 · 2.196.51

#952619

Fixed an issue where it wasn't possible to add multiple Purchase Orders to Sales Order lines

Also in 2.198.3 · 2.196.51

#801878

Minor improvement on ticket locking during an action

Also in 2.198.3 · 2.196.51

#773100