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Halo

Release notes

Current stable release
2.236.122
Latest beta
2.250.22

2.220.31

Unreleased

Released on Jan 13, 2026 · 142 updates

Added a new setting to enable background processing for invoice creation directly from the sales order detail screen

Also in 2.224.1 · 2.220.31

#1124818

Fixed an issue with the $-LASTNONSYSTEMACTION variable using incorrect actions

Also in 2.224.1 · 2.220.31

#1139991

Fixed a date formatting issue with counter date widgets on ticket dashboards

Also in 2.224.1 · 2.220.31

#1139663

Fixed an issue where scheduled Shifts would generate with the incorrect date in some timezones

Also in 2.224.1 · 2.220.31

#1139411

Fixed an issue with allowed actions on ticket widgets when using action groups

Also in 2.224.1 · 2.220.31

#1139136

Fixed an issue with importing assets through Halo Asset Discovery in certain cases

Also in 2.224.1 · 2.220.31

#1138815

Fixed an issue with removing children from templates

Also in 2.224.1 · 2.220.31

#1138709

Fixed a rare issue when searching for tickets using the ID

Also in 2.224.1 · 2.220.31

#1138697

Fixed an issue with searching for a Ticket when logging quick time in certain cases

Also in 2.224.1 · 2.220.31

#1138016

Fixed a minor language pack issue on FAQ Lists

Also in 2.224.1 · 2.220.31 · 2.208.131

#1137956

Fixed an error that could occur when using Entra ID deltas on the DB integrator

Also in 2.224.1 · 2.220.31

#1137848

Fixed a rare issue when using an action with system use set to “Delete My Appointments”

Also in 2.224.1 · 2.220.31

#1137795

Fixed an issue which could prevent clients from being returned when top levels is disabled

Also in 2.224.1 · 2.220.31

#1137710

Fixed a couple of invoicing issues

Also in 2.224.1 · 2.220.31

#1137672
  1. Fixed an issue with SO Invoicing not working when not grouping Sales Orders by client in some cases
  2. Fixed an issue with adding new CSP Licences as Invoice Lines not working in some cases

Fixed an issue that could incorrectly prevent some holidays from being submitted

Also in 2.224.1 · 2.220.31

#1137663

Fixed an issue with custom API method custom fields on the new ticket screen

Also in 2.224.1 · 2.220.31

#1137601

Fixed issues with config tracking Google Workspace

Also in 2.224.1 · 2.220.31

#1137571

Fixed an issue where Workflow rules could set Workflow steps incorrectly

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#1137303

Fixed an issue where Quotation custom fields with customer visibility restrictions wouldn't display correctly

Also in 2.224.1 · 2.220.31

#1136541

Fixed custom table rows being cleared when applying a ticket template

Also in 2.224.1 · 2.220.31 · 2.208.131

#1135377

Fixed an issue where Billing Templates sometimes wouldn't add a Billing Plan Combination for all contracts

Also in 2.224.1 · 2.220.31

#1134151

Fixed ticket list order not applying when ordering by Child Status

Also in 2.224.1 · 2.220.31

#1133841

Fixed an issue with emails from the login screen

Also in 2.224.1 · 2.220.31

#1133835

Fixed an issue where Sales Orders wouldn't display in Ready for Invoicing

Also in 2.224.1 · 2.220.31 · 2.208.131

#1133377

Fixed an issue where Tax could display incorrectly on PDFs in some cases

Also in 2.224.1 · 2.220.31

#1133370

Fixed an authentication error with Sage Business Cloud

Also in 2.224.1 · 2.220.31

#1133362

Fixed an issue where a quote would be split into multiple Sales Orders when a customer is selected at line level despite the customer matching the one set at quote level

Also in 2.224.1 · 2.220.31

#1132757

Fixed an issue where Virima devices would fail to match to users

Also in 2.224.1 · 2.220.31

#1132748

Fixed dynamic field visibility criteria values for Ticket Type and User Role failing to transfer when pushing changes between instances

Also in 2.224.1 · 2.220.31

#1132746

Fixed an issue where HubSpot wouldn't sync decimal numbers for some regions

Also in 2.224.1 · 2.220.31

#1132715

Fixed a display issue with the Followers field on the new ticket screen

Also in 2.224.1 · 2.220.31

#1132460

Resolved an issue with orphaned Customer Restrictions being left behind after deleting Custom Fields

Also in 2.224.1 · 2.220.31

#1132152

Fixed an issue with using values of 0 or lower within risk scoring calculations

Also in 2.224.1 · 2.220.31

#1132124

Resolved an error importing Subscriptions from the ALSO integration when using the in-application import

Also in 2.224.1 · 2.220.31 · 2.208.131

#1131971

Resolved an issue with Automated Tickets creating each day for an entity when a Ticket Rule is applied on creation that applies a template to the Ticket

Also in 2.224.1 · 2.220.31 · 2.208.131

#1131944

Fixed an issue with some KB articles not showing on FAQ lists

Also in 2.224.1 · 2.220.31

#1131839

Resolved an issue with Reports failing to show grouped lines when the grouped column is using a Name different to the report column name

Also in 2.224.1 · 2.220.31

#1131759

Fixed a minor issue with Halo integrator

Also in 2.224.1 · 2.220.31

#1131703

Fixed an issue with loading the deliveries tab on webhooks/runbooks in certain cases

Also in 2.224.1 · 2.220.31

#1131610

Fixed default values not applying when adding a new row to a custom table

Also in 2.224.1 · 2.220.31 · 2.208.131

#1131594

Fixed an issue where Users could access Services without sufficient Service Access Level permissions

Also in 2.224.1 · 2.220.31

#1131583

Fixed a display issue with the open/closed ticket search filter when "show a multiselect field instead of checkboxes" is enabled

Also in 2.224.1 · 2.220.31

#1131561

Fixed an issue with custom fields that are API lookups, where the 3rd-party API method returns an empty display property for a lookup

Also in 2.224.1 · 2.220.31

#1131436

Fixed an issue with a field label in approval process configuration

Also in 2.224.1 · 2.220.31

#1131369

Fixed a label issue with agreement configuration

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#1131033

Fixed misspelling in the agent timeout message

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#1130929

Fixed an issue with using the variable $risklevel in kanban view

Also in 2.224.1 · 2.220.31

#1130657

Fixed an issue with specifying the reply to address for a distribution list

Also in 2.224.1 · 2.220.31

#1130653

Fixed an issue with managing asset relationships

Also in 2.224.1 · 2.220.31

#1130160

Fixed an issue with invoice total not being sortable on custom invoice column profiles

Also in 2.224.1 · 2.220.31

#1130147

Fixed an issue where the 'Save as New' report button would be visible in circumstances where it should not be

Also in 2.224.1 · 2.220.31

#1130111

Minor change to allow update of Action level Deferred Revenue fields

Also in 2.224.1 · 2.220.31 · 2.208.131

#1130109

Resolved an issue with an additional minute showing for a prepay action when the balance is exceeded by one minute

Also in 2.224.1 · 2.220.31 · 2.208.131

#1130078

Fixed existing users failing to link to agents when automatic linked user management is enabled

Also in 2.224.1 · 2.220.31

#1129974

Fixed an issue where pagination would be incorrect for the ticket attachment table

Also in 2.224.1 · 2.220.31

#1129868

Fixed a visibility issue with the 'Call on Microsoft Teams' button

Also in 2.224.1 · 2.220.31

#1129835

Resolved an issue with only the first 50 Contracts loading when creating Ticket Rule criteria records

Also in 2.224.1 · 2.220.31 · 2.208.131

#1129758

Fixed an issue with not being able to update translations

Also in 2.224.1 · 2.220.31

#1129736

Fixed an issue when the Planning tab on Timesheets did not consider all day appointments

Also in 2.224.1 · 2.220.31

#1129685

Resolved an issue with Deferred Revenue failing to process from the Ready For Invoice List

Also in 2.224.1 · 2.220.31

#1129664

Resolved an issue relating to using Xero and Items with a blank Purchase Account, when creating the Item in Xero

Also in 2.224.1 · 2.220.31 · 2.208.131

#1129658

Fixed issues with editing allowed asset type relationships

Also in 2.224.1 · 2.220.31

#1129623

Fixed a rare issue when changing a chat step's action type

Also in 2.224.1 · 2.220.31

#1129550

Fixed an issue with Dynamic Field Visibility on checkbox asset fields

Also in 2.224.1 · 2.220.31

#1129509

Fixed issue with Articles under FAQ Group displaying

Also in 2.224.1 · 2.220.31

#1129491

Fixed an issue with including Created By, Created Date, Last Updated, or Updated By in asset column profiles

Also in 2.224.1 · 2.220.31

#1129392

Fixed issue with loading assets with rich text asset fields when canned text is disabled

Also in 2.224.1 · 2.220.31

#1129371

Fixed an issue with AI duplication prevention

Also in 2.224.1 · 2.220.31

#1129359

Added GUID to Action auditing

Also in 2.224.1 · 2.220.31

#1129209

Fixed an issue with redelivering incoming integration webhooks

Also in 2.224.1 · 2.220.31

#1129139

Added an option to set default End Date when raising Recurring Invoices from lines

Also in 2.224.1 · 2.220.31

#1128967

Removed the add to distribution button which was mistakenly displayed for supplier users

Also in 2.224.1 · 2.220.31

#1128959

Fixed an issue where a Tickets User/Email address would not be updated if the User input these fields on a linked Chat after the Ticket was logged

Also in 2.224.1 · 2.220.31

#1128885

Fixed an issue where appointment reminders would not get updated if the appointments dates were updated

Also in 2.224.1 · 2.220.31

#1128873

Please note this will only correct appointments going forward and existing incorrect reminder dates will need to be manually corrected. Please speak to Halo support if you experience this issue.

Fixed a reporting service issue where agents without the "Can edit closed Tickets" permission were unable to print closed tickets

Also in 2.224.1 · 2.220.31

#1128818

Fixed an issue with the default ticket source being inactive

Also in 2.224.1 · 2.220.31

#1128784

Added an extra check/logging for document knowledge base scanning

Also in 2.224.1 · 2.220.31

#1128772

Fixed a typo within the Xensam integration configuration page

Also in 2.224.1 · 2.220.31

#1128711

Resolved a floating point calculation issue regarding Prepay/Contract calculations

Also in 2.224.1 · 2.220.31 · 2.208.131

#1128480

Fixed an issue with the Azure Open AI virtual agents functions in Halo chat

Also in 2.224.1 · 2.220.31

#1128470

Fixed an issue that could cause some NinjaOne assets not to import

Also in 2.224.1 · 2.220.31

#1128396

Fixed an issue with navigating to another knowledge base article from a user link on the self service portal

Also in 2.224.1 · 2.220.31

#1127785

Added the "Server Roles" field to Kaseya VSA X device field mappings

Also in 2.224.1 · 2.220.31

#1127637

Improved the performance when viewing favourite services

Also in 2.224.1 · 2.220.31

#1127592

Minor language pack improvement

Also in 2.224.1 · 2.220.31

#1127316

Fixed visual issues with the chat pop-up and nav bar when viewing the self-service portal on mobile

Also in 2.224.1 · 2.220.31

#1127188

Fixed the ITIL Type field not being updated when a rule changes ticket type

Also in 2.224.1 · 2.220.31 · 2.208.131

#1127177

Fixed a rare rounding issue on invoice $-variables

Also in 2.224.1 · 2.220.31 · 2.208.131

#1126202

Fixed an issue with Dynamics Business Central not automatically syncing PO lines on initial creation in some cases

Also in 2.224.1 · 2.220.31

#1126096

Fixed an issue where custom buttons did not trigger runbooks on purchase orders

Also in 2.224.1 · 2.220.31

#1126092

Fixed an issue where deleting sales orders left links on related purchase orders

Also in 2.224.1 · 2.220.31

#1125952

Fixed an issue when determining the user of the ticket when creating child, parent, or related tickets through an action

Also in 2.224.1 · 2.220.31

#1125891

Updated Budget Type guide link

Also in 2.224.1 · 2.220.31 · 2.208.131

#1125781

Fixed an issue with setting QuickBooks Online payment terms

Also in 2.224.1 · 2.220.31

#1125649

Fixed an issue with service visibility when a site restriction is set

Also in 2.224.1 · 2.220.31

#1124989

Fixed an issue where asset and user list dollar variables populated on recurring invoices instead of generated invoices

Also in 2.224.1 · 2.220.31

#1124764

Fixed an issue with invoices synced to Sage Intacct not showing as posted

Also in 2.224.1 · 2.220.31

#1123811

Minor performance improvements

Also in 2.224.1 · 2.220.31

#1123733

Fixed an issue with Automatic Sales Tax from Xero not applying to Halo invoices

Also in 2.224.1 · 2.220.31

#1123343

Fixed an issue with logging opportunities against prospects

Also in 2.224.1 · 2.220.31

#1123316

Fixed an issue with the agent status colour when changing status

Also in 2.224.1 · 2.220.31

#1123302

Added a setting to the email configuration to disable ticket status updates when an email fails to send

Also in 2.224.1 · 2.220.31

#1123270

Fixed the Swagger documentation for the Tickets and Actions endpoints

Also in 2.224.1 · 2.220.31

#1122850

Fixed action emails failing to send when the ticket is changed to an end-user with a mailbox override whilst the action form is open

Also in 2.224.1 · 2.220.31

#1122002

Fixed an issue with the asset resource booking setting 'Asset custom field filter' on the end user portal

Also in 2.224.1 · 2.220.31

#1121928

Fixed an issue with viewing ticket lists on the portal as a supplier

Also in 2.224.1 · 2.220.31

#1121584

Fixed an issue with approval fields not showing in the self-service portal

Also in 2.224.1 · 2.220.31

#1121145

Fixed an issue with DattoRMM webhook config not showing

Also in 2.224.1 · 2.220.31

#1120250

Fixed an issue preventing searching services with AI

Also in 2.224.1 · 2.220.31

#1120111

Fixed an issue with billing plan filter criteria not working in rare cases

Also in 2.224.1 · 2.220.31

#1119957

Fixed an issue where certain invoice columns were not filterable

Also in 2.224.1 · 2.220.31

#1119909

Fixed an issue with asset matching field value not showing for DattoRMM

Also in 2.224.1 · 2.220.31

#1119349

Fixed an issue where field value restrictions were not applied correctly to the action level charge type field

Also in 2.224.1 · 2.220.31 · 2.208.131

#1119329

Added improved error handling for the Avalara integration and clients

Also in 2.224.1 · 2.220.31

#1117635

Fixed an issue with ordering by certain input types via custom tables

Also in 2.224.1 · 2.220.31

#1117245

Added 'Change Status' to the lookup code dropdown

Also in 2.224.1 · 2.220.31

#1116219

Fixed an issue with read-only rich text fields on actions not displaying correctly

Also in 2.224.1 · 2.220.31

#1116038

Fixed agents not appearing in the Assigned Agent dropdown when their Allowed Clients list is empty

Also in 2.224.1 · 2.220.31

#1114836

Fixed issues with using Azure AI Translator to translate language packs

Also in 2.224.1 · 2.220.31

#1113110

Improved Validation on the greater-than/less-than X days ago filter types

Also in 2.224.1 · 2.220.31

#1113100

Fixed an issue with using a default for non-ticket date custom fields

Also in 2.224.1 · 2.220.31

#1112272

Fixed an issue with being able to submit an approval for tickets that have already been rejected

Also in 2.224.1 · 2.220.31

#1110860

Fixed an issue with adding restrictions to actions on workflow steps based on the agent being a member of the assigned team

Also in 2.224.1 · 2.220.31

#1110600

Fixed a minor issue with child ticket tables in the ticket list view when using dark mode

Also in 2.224.1 · 2.220.31

#1108219

Fixed an issue saving fields against new approval steps

Also in 2.224.1 · 2.220.31

#1106810

Fixed an issue where “News article” was incorrectly displayed as an article type option when news articles are not enabled

Also in 2.224.1 · 2.220.31

#1105526

Fixed an error retrieving Microsoft Entra users when the site mapping filters by companyName

Also in 2.224.1 · 2.220.31

#1103845

Fixed an issue with 'Only allow a User to submit a One-Click Feedback response once per Ticket' setting

Also in 2.224.1 · 2.220.31

#1103358

Fixed an issue with using Dynamic SQL lookup fields on user actions

Also in 2.224.1 · 2.220.31

#1101006

Fixed an issue with generating Excel spreadsheets for large reports

Also in 2.224.1 · 2.220.31

#1100222

Fixed issues with access control for custom email templates

Also in 2.224.1 · 2.220.31

#1099645

Fixed an issue where Appointment types wouldn't display when having read-only access

Also in 2.224.1 · 2.220.31

#1099433

Fixed an issue with FAQ lists sometimes showing in the self-service portal when hidden from users

Also in 2.224.1 · 2.220.31

#1099249

Fixed an issue with mandatory fields with agent booking on the new ticket screen on the self service portal

Also in 2.224.1 · 2.220.31

#1097737

Fixed an issue with certain user updated notification trigger field names

Also in 2.224.1 · 2.220.31

#1083591

Fixed a minor display issue with ticket type configuration

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#1073751

Fixed a visual issue when configuring mailbox authentication methods

Also in 2.224.1 · 2.220.31

#1064424

Fixed an issue where non-Admins were unable to access N-Able Take Control via Asset links

Also in 2.224.1 · 2.220.31

#1059897

Fixed an intermittent issue with NinjaOne webhooks

Also in 2.224.1 · 2.220.31

#1051195

Fixed an owner notification being incorrectly sent when an action is copied onto an existing ticket

Also in 2.224.1 · 2.220.31

#1034778

Fixed an issue when double-clicking on the asset dependency diagram when viewing an asset as a service

Also in 2.224.1 · 2.220.31

#923580

Fixed an issue with Send SMS to all subscribers not working for some mobile numbers

Also in 2.224.1 · 2.220.31

#783877