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Halo

Release notes

Current stable release
2.236.122
Latest beta
2.250.22

2.251.1

Unreleased

Released on Sep 4, 2026 · 168 updates

Resolved an issue with editing the Item Account links used as part of the Quickbooks Online integration

Also in 2.251.1 · 2.250.11 · 2.236.121

#1448430

Added an option to filter profiles to prevent the last action note from being shown

#1448334

Fixed an issue with using the agent and customer signature $ variables in some actions

Also in 2.251.1 · 2.250.11 · 2.236.121

#1448150

Resolved an issue with Hubspot line items from Deals failing to match to an existing Halo Item when the line item does not have a product ID property in Hubspot

Also in 2.251.1 · 2.250.11 · 2.236.121

#1444358

Resolved an issue with Co-managed agents incorrectly inheriting user permissions from linked users by matching on the email address

Also in 2.251.1 · 2.250.11 · 2.236.121

#1443400

Resolved an issue with Projects failing to show in the review lists when using the new setting that allows billing of opportunites/sales

Also in 2.251.1 · 2.250.11 · 2.236.121

#1441102

Fixed an issue saving encrypted custom field values

Also in 2.251.1 · 2.250.11

#1440769

Resolved an issue with CSS failing to be used on PDF Cover Pages when using the Screen Type option "Print"

Also in 2.251.1 · 2.250.11 · 2.236.121

#1440682

Resolved an issue with Opportunity User changes failing to change to associated Quotations

Also in 2.251.1 · 2.250.11 · 2.236.121

#1440318

Fixed an issue with loading the release notes

Also in 2.251.1 · 2.250.11

#1439882

Multiple changes to the Azure Consumption/Reserved Instance options for recurring invoices

#1436435
  • It is now possible to specify a single Azure Subscription to invoice for in a recurring invoice
  • It is now possible to include both Consumption and Reserved Instance charges in one line of a recurring invoice

Allowed the Federated Credentials authentication option for Mailboxes

Also in 2.251.1 · 2.250.11

#1436338

Fixed issue with Article Draft attachments being deleted from S3

Also in 2.251.1 · 2.250.11 · 2.236.121

#1436334

Fixed an issue with the Microsoft CSP tenant-level setting to automatically add new tenants to SSOs not working with the Single Sign-on module

#1435702

Note that there is a new table against each CSP tenant where you can add Single Sign-On applications to apply the automatic addition to. If not set, none will be affected.

You can now create screen layout profiles for prospective clients

#1432058

You can now perform a quotation countersign from a ticket action

#1385820

You can set an action system use to be 'Countersign Quote'.


The action will only show on the ticket if the ticket type has countersigning enabled and there is a quote linked awaiting a counter signature.

Added a new setting to require users with access to multiple sites to manually choose a site when logging new tickets on the End User Portal

#1244768

Resolved an issue with automatic invoice generation failing to show the correct tax total in some cases on the invoice pdf when it is sent before AST is applied

Also in 2.251.1 · 2.250.11 · 2.236.121

#1223366

Brought Microsoft CSP subscription item/invoice line imports in line with Pax8

#1190197

You can find the CSP settings in the Settings tab with the existing CSP configuration for Azure Tenants.

Added X Integration

#1189100

This change re-implements our X (Twitter) Integration utilising the new X API.


Existing functionality from the old Twitter integration has been carried over to the new X integration:


  • Create Tickets from Direct Messages and reply via Actions
  • Create Tickets when your account is mentioned on a post, and reply via actions

On-premise HALO customers will be required to use their own X API Application. Hosted customers can use HALO's X API Application, or a custom X API application.

Added a new column 'Original Client Name' to invoice column profiles

#1091247

Fixed an issue where you could not unlink related tickets

Also in 2.251.1 · 2.250.11

#975052

Added a new setting to log surcharges for Zero-rate charge rates

#816236

The following setting is now available in Labor and Travel configuration:

When enabled, charge rates with zero value for the rate, will still be invoiceable if linked to a surcharge and if the surcharge rate is set, this will create an invoice with only 1 line, a line for the surcharge.

Added a new permission "Can self approve on billing entity approval processes" to allow agents to self approve Quotes, Purchase Orders and Invoices

#531873

Agents with this permission can select themselves as the chosen approver, given they are already an allowed approver for this entity, and automatically approve the Quote, Purchase Order or Invoice

Fixed an issue uploading attachments via email

Also in 2.251.1 · 2.250.7

#1450751

Fixed an issue loading tickets with Teams Chats

Also in 2.251.1 · 2.250.11

#1449027

Fixed a rare issue where optional service icons could duplicate

Also in 2.251.1 · 2.250.11

#1448530

Fixed an issue with adding global runbook variables

Also in 2.251.1 · 2.250.11

#1448474

Fixed a display issue with Multi-select Columns

Also in 2.251.1 · 2.250.11

#1448314

Fixed an issue with the built-in OpenAI connection during agent-facing chats

Also in 2.251.1 · 2.250.12 · 2.236.121

#1448241

Fixed a rare issue with loading Custom Fields of type Table

Also in 2.251.1 · 2.250.11 · 2.236.121

#1448047

Fixed an issue with a Linked Service's Access Control

Also in 2.251.1 · 2.250.11

#1447892

Fixed an issue with creating a new folder in document management

Also in 2.251.1 · 2.250.11

#1447890

Fixed an issue with 'Start an approval process' automations not moving the workflow step

Also in 2.251.1 · 2.250.11 · 2.236.121

#1447772

Fixed an issue with the Child Tickets column on the Query Builder

Also in 2.251.1 · 2.250.11 · 2.236.121

#1447424

Fixed an issue with showing rich text fields when booking a resource

Also in 2.251.1 · 2.250.11

#1447374

Resolved an issue with response SLA showing before the date/time the ticket was created when using Team level timezones and resetting response after user updates

Also in 2.251.1 · 2.250.11 · 2.236.121

#1447000

Fixed an issue with using Custom Fields in a Supplier Column Profile

Also in 2.251.1 · 2.250.11 · 2.236.121

#1446938

Fixed Asset dependency error when creating a new Ticket on the End-User Portal

Also in 2.251.1 · 2.250.11 · 2.236.121

#1446903

Fixed an issue with asset searching via barcode scanning

Also in 2.251.1 · 2.250.11

#1446821

Fixed an issue with Ticket Statuses not being excluded from Load Balance calculations when set to do so

Also in 2.251.1 · 2.250.11 · 2.236.121

#1446777

Fixed the Details field not maintaining its width on a Custom Tab

Also in 2.251.1 · 2.250.11 · 2.236.121

#1446542

Fixed a DNS resolution error when attempting to connect to the DBLookupService

Also in 2.251.1 · 2.250.11 · 2.236.121

#1446288

Fixed a UI issue when viewing assets that have linked users

Also in 2.251.1 · 2.250.11 · 2.236.121

#1446165

Fixed an issue with handling SQL errors from a Runbook SQL Action

Also in 2.251.1 · 2.250.11 · 2.236.121

#1446128

Fixed an issue with deleting Custom Fields

Also in 2.251.1 · 2.250.11

#1444856

Fixed some issues with Asset Type Rule Mappings

Also in 2.251.1 · 2.250.11 · 2.236.121

#1444780

Fixed an issue with changing the status of assets

Also in 2.251.1 · 2.250.11 · 2.236.122

#1444718

Added the option to prevent automations from using actions on tickets which are not allowed at workflow step level

Also in 2.251.1 · 2.250.11

#1444621

Fixed an issue where inactive group lines would still show in the group dropdown on recurring invoices

Also in 2.251.1 · 2.250.11

#1444476

Fixed an issue where non-admins were unable to create or update change windows

Also in 2.251.1 · 2.250.11 · 2.236.121

#1444365

Fixed the report query builder generating invalid syntax when using the following fields: Pay as you go Time Logged, Contract Time Logged, Pre-pay Time Logged, Billable Total, and Pre-pay Total

Also in 2.251.1 · 2.250.11 · 2.236.121

#1443833

Fixed an issue where the new user phone number mandatory check would apply to existing users

Also in 2.251.1 · 2.250.11 · 2.236.121

#1443777

Fixed an issue where the QBO default tax code would not apply to new customers

Also in 2.251.1 · 2.250.11

#1443766

Fixed a rare issue with selecting a service on new tickets.

Also in 2.251.1 · 2.250.11

#1443590

Fixed an issue with inaccessible tickets showing to agents in AI matched tickets

Also in 2.251.1 · 2.250.11

#1443458

Fixed an issue where item dimension values from Dynamics Business Central would not show

Also in 2.251.1 · 2.250.11

#1443229

Fixed an issue with incorrectly applying ticket templates on a child ticket created by an action

Also in 2.251.1 · 2.250.11

#1443109

Fixed an issue with the Items Issued field when creating new Tickets through the End-User Portal

Also in 2.251.1 · 2.250.11 · 2.236.121

#1442507

Fixed an issue with forecasting on tickets

Also in 2.251.1 · 2.250.11 · 2.236.121

#1442203

Fixed FAQ list saving for article draft automations

Also in 2.251.1 · 2.250.11

#1441841

Fixed a minor UI issue with the Chat Bot

Also in 2.251.1 · 2.250.11 · 2.236.121

#1441533

Resolved an issue with the incorrect stock movement records being added when selecting existing Assets as part of process purchase orders that are delivered directly to the user

Also in 2.251.1 · 2.250.11

#1441379

Fixed an issue with updating the Description and Resolution fields on KB Articles

Also in 2.251.1 · 2.250.11 · 2.236.121

#1441378

Fixed an issue where 'Select everything' would only select the current page on Ready For Purchasing

Also in 2.251.1 · 2.250.11

#1440746

Updated the guide link for Intune App Protection to the new version of the guide

Also in 2.251.1 · 2.250.11

#1440417

Fixed an issue with recurring pre-pay dates

Also in 2.251.1 · 2.250.11

#1440347

Fixed an issue where $-SUPPLIER_NAME would not populate

Also in 2.251.1 · 2.250.11

#1439450

Added additional error logging for Azure Sentinel webhooks

Also in 2.251.1 · 2.250.11

#1439216

Fixed an issue where workflow automation criteria were sometimes not evaluated

Also in 2.251.1 · 2.250.11 · 2.236.121

#1438291

Fixed an issue with sending credit notes when connected to Xero

Also in 2.251.1 · 2.250.11

#1437007

Added auditing to chat deletion

Also in 2.251.1 · 2.250.11

#1434485

Fixed an issue where Estimated Forecast could display incorrectly

Also in 2.251.1 · 2.250.11

#1431539

Fixed an issue where Attachment names wouldn't automatically be added as tags for new Tickets

Also in 2.251.1 · 2.250.11 · 2.236.121

#1430571

Fixed a selection of issues with Prepay v2

Also in 2.251.1 · 2.250.11

#1430434
  • Fixed an issue with recalculate prepay at contract level failing to save new expiry records
  • Fixed an issue with older prepay records not being included in calculations in rare cases
  • Improved performance on billing recalculation
  • Fixed several language pack issues surrounding prepay v2

Fixed an issue where milestones would not apply on scheduled and automated tickets

Also in 2.251.1 · 2.250.11

#1429517

Fixed an issue where a pre-pay contracts status would not change after the end date

Also in 2.251.1 · 2.250.11

#1427744

Fixed an issue with setting the due date type on recurring invoices

#1423774

Fixed an issue where Top Level could not be filtered by name using the column header

Also in 2.251.1 · 2.250.11

#1385847

Fixed an issue where users were not added to assets when imported with Addigy

Also in 2.251.1 · 2.250.11 · 2.236.121

#1382315

Updated the MCP server to support the 2026-07-28 specification

Also in 2.251.1 · 2.250.11

#1381216

Fixed an issue where $-DELIVERYADDRESS would be overwritten when set on a ticket

#1375068

Fixed an issue with the order being ignored in the Gantt view

Also in 2.251.1 · 2.250.11 · 2.236.121

#1360379

Fixed an issue where payments may not sync from MYOB.

Also in 2.251.1 · 2.250.11 · 2.236.121

#1358301

Fixed an issue with trying to set an Attachment Note when using S3 Attachments

Also in 2.251.1 · 2.250.11 · 2.236.121

#1356950

Fixed an issue where Projects wouldn't display in Awaiting Review when enabling "Allow time on Sales Opportunities to be Invoiced"

Also in 2.251.1 · 2.250.11

#1284550

Fixed an issue where some grouped ticket list headers were not displaying the correct ticket count

Also in 2.251.1 · 2.250.11 · 2.236.121

#1241526

Removed a redundant setting in configuration

Also in 2.251.1 · 2.250.11

#1113760

Fixed an issue where the Appointment Type field would not follow the ticket type restrictions

Also in 2.251.1 · 2.250.11

#801209

Added Product as a dynamic field visibility condition

Also in 2.251.1 · 2.250.8

#1451348

Added User Role and site as chat flow criteria

Also in 2.251.1 · 2.250.21

#1462123

Added a distributor invoice tab against licences to see

Also in 2.251.1 · 2.250.21

#1442232

Added a global setting to show the client name alongside the user's name when hovering over their live chat bubble

#1432690

Added Time Zone and Address fields for Site SFTP CSV imports

Also in 2.251.1 · 2.250.21

#1429660

Added pagination to the Get Report Data function on Virtual/Operations Agents and the MCP Server

#1420871

When configuring the Get Report Data function, there is now a checkbox to enable pagination along with a "Page Size" setting. It is recommended to enable this for reports with a large number of rows to improve performance, and to allow the AI to read the data in smaller chunks.

You can now toggle the HTML renderer off when creating email templates on campaigns

#1381766

Added the option to only match on the asset matching field in Halo Asset Discovery

#1369207

This can be enabled using "Only match on the matching field" which means the third-party ID is not used to match the devices.

Improved auditing for custom tables

Also in 2.251.1 · 2.250.21

#1210965

Improved the loading time of the reporting suite for administrators on instances with large amounts of configuration data

Also in 2.251.1 · 2.250.22 · 2.236.121 · 2.236.115

#1463122

Fixed an issue where the ArrowSphere Integration last sync date wouldn't display

Also in 2.251.1 · 2.250.21

#1462406

Fixed a rare issue where service restrictions would be missing some data

Also in 2.251.1 · 2.250.21

#1462266

Fixed an issue with retrieving Action configuration for non-admins

Also in 2.251.1 · 2.250.21

#1462177

Fixed an incorrect label for payments

Also in 2.251.1 · 2.250.21

#1451701

Fixed an issue enabling the editing of configuration from the banner

Also in 2.251.1 · 2.250.21

#1451700

Fixed an issue where long description would show on the project setup wizard

Also in 2.251.1 · 2.250.21

#1451495

Fixed an issue with leaving feedback on KB articles from the problem/resolution finder on the portal

Also in 2.251.1 · 2.250.21

#1451436

Fixed an issue with long sleep/delay steps in runbooks and campaigns

Also in 2.251.1 · 2.250.12

#1451391

Fixed rare issues when adding Attachments to Actions

Also in 2.251.1 · 2.250.21

#1451225

Fixed an issue with the breadcrumb trail for Ingram Micro Reseller

Also in 2.251.1 · 2.250.21

#1450932

Fixed an issue where Site wouldn't be set for Pro-Rata invoices

Also in 2.251.1 · 2.250.21

#1450727

Fixed a minor UI issue on Ticket Types

Also in 2.251.1 · 2.250.21

#1450551

Fixed some minor spelling errors

Also in 2.251.1 · 2.250.21

#1450520

Fixed an issue with the Asset Group module showing incorrectly within the My Config area

Also in 2.251.1 · 2.250.21

#1450352

Fixed some minor display issues with the Maintenance window display of schedules

Also in 2.251.1 · 2.250.21

#1450328

Fixed an issue with permissions to access knowledge base articles

Also in 2.251.1 · 2.250.21

#1449921

Fixed an issue with having multiple users linked to an agent account

Also in 2.251.1 · 2.250.21

#1449919

Fixed an issue where recurring invoices could be marked as paid

Also in 2.251.1 · 2.250.21

#1449753

Fixed an issue with Asset type rule matching for asset integrations

Also in 2.251.1 · 2.250.21

#1449716

Added the ability to change the left and right padding of Composite Report charts

Also in 2.251.1 · 2.250.21

#1449654

By adding the PADDINGLEFT and PADDINGRIGHT variables to composite report variables, you can adjust the padding of the charts generated. Like MAXHEIGHT and MAXWIDTH, the amounts must be contained within square brackets after the variable e.g. $REPORT100CHART{PADDINGLEFT:30||PADDINGRIGHT:30}

Fixed an issue where DattoRMM didn't enable the Halo Integrator correctly

Also in 2.251.1 · 2.250.21

#1449588

Fixed an issue with DB lookups allowing multiple results

Also in 2.251.1 · 2.250.21

#1449568

Improved performance when retrieving Customer restricted KB Articles

Also in 2.251.1 · 2.250.21 · 2.236.112

#1449442

Fixed several issues with Sage Intacct fields not always updating the first time

Also in 2.251.1 · 2.250.21

#1448703

Fixed an issue where assets would not automatically relate to a contract

Also in 2.251.1 · 2.250.21

#1448624

Fixed an issue with QuoteItemTemplate record insertion on revising or cloning quotes

Also in 2.251.1 · 2.250.21

#1448186

Fixed a rare issue with the followers icon duplicating

Also in 2.251.1 · 2.250.21

#1447561

Fixed a minor issue with SSO configuration

Also in 2.251.1 · 2.250.21

#1447268

Fixed an issue with the defaulting of bundle options for invoices

Also in 2.251.1 · 2.250.21

#1446850

Fixed an issue where change user/site would not re-evaluate rules

Also in 2.251.1 · 2.250.21

#1446509

Fixed an issue where 'Created By' would be incorrect when raising credit notes

Also in 2.251.1 · 2.250.21

#1445748

Fixed an issue with Teams being shown that cannot be assigned to in some cases

Also in 2.251.1 · 2.250.21

#1445478

Fixed an issue with certain criteria in filter profiles

Also in 2.251.1 · 2.250.21

#1444771

Fixed a UI issue with the high importance flag on Actions

Also in 2.251.1 · 2.250.21

#1444712

Fixed an issue with editing quotation lines via the API

Also in 2.251.1 · 2.250.21

#1444536

Fixed the Dicker Data integrator sync not reliably retrieving data

Also in 2.251.1 · 2.250.21

#1444307

Fixed an issue with revoking sessions after idle timeout

Also in 2.251.1 · 2.250.21

#1444186

Fixed an issue with asset type tab layouts

Also in 2.251.1 · 2.250.21

#1443728

Fixed an issue with resource booking for anonymous users

Also in 2.251.1 · 2.250.21

#1442934

Added "Asset Tag" as an option for "Asset Matching Field" in Lansweeper

Also in 2.251.1 · 2.250.21

#1442336

Fixed an issue with Dynamics Business Central where different

Also in 2.251.1 · 2.250.21

#1442296

Fixed an issue where search result text could appear misaligned on the first line

Also in 2.251.1 · 2.250.21

#1441710

Fixed an issue with a beta database transactions feature

Also in 2.251.1 · 2.250.22

#1441524

Fixed a minor issue with adding new event triggers to runbooks

Also in 2.251.1 · 2.250.21

#1441482

Fixed an issue with approver emails occasionally not sending when at a CAB approval step

Also in 2.251.1 · 2.250.21

#1441478

Fixed an issue with processing Addigy alerts

Also in 2.251.1 · 2.250.21

#1440742

Improved the performance of the query to load a user's assets

Also in 2.251.1 · 2.250.21 · 2.236.122

#1439348

Fixed an issue where using the API to send an action would not respond to the ticket

Also in 2.251.1 · 2.250.21

#1436573

Fixed an issue with listing the tickets for a service linked to an asset

Also in 2.251.1 · 2.250.21

#1435767

Fixed an issue with adding rules to approval process steps

Also in 2.251.1 · 2.250.21

#1435107

Added a new option to advanced ticket type access to restrict role access to only the users client

Also in 2.251.1 · 2.250.21

#1434247

Fixed a formatting issue when using call scripts and linking to an existing ticket

Also in 2.251.1 · 2.250.21

#1432583

Fixed an issue with QuickBooks Online multi-tenanted items not acquiring the correct item codes on quotes in some cases

Also in 2.251.1 · 2.250.21

#1432564

Fixed an issue with merging tickets triggering actions to sycn to 3rd parties again

Also in 2.251.1 · 2.250.21

#1432562

Fixed an issue where the create child ticket sidebar rendered at a narrow width when user details were hidden on the ticket

Also in 2.251.1 · 2.250.21

#1432524

Fixed an issue with batch updating dynamic multi-selects on assets

Also in 2.251.1 · 2.250.21

#1431954

Fixed an issue with client name not being returned for expenses

Also in 2.251.1 · 2.250.21

#1430822

Fixed an issue with Sage Intacct syncing on Sales Orders causing custom fields to not save or sync in some cases

Also in 2.251.1 · 2.250.21

#1424918

Fixed an issue with some invoices not showing up properly when allocating credit notes to invoices in some cases

Also in 2.251.1 · 2.250.21

#1420712

Fixed an issue with clearing the reporting period field on widgets

Also in 2.251.1 · 2.250.21

#1415354

Fixed agent-only fields sometimes not appearing on ticket details when inside a field group

Also in 2.251.1 · 2.250.21

#1403655

Improved Alert logging for the N-able Orion Integration

Also in 2.251.1 · 2.250.21

#1402419

Fixed an issue with asset creation

Also in 2.251.1 · 2.250.21

#1390020

Fixed an issue with an erroneous daily task tax exception being logged for the QuickBooks Online integration

Also in 2.251.1 · 2.250.21

#1386859

Fixed an issue where LogicMonitor custom fields wouldn't import via the Integrator

Also in 2.251.1 · 2.250.21

#1382018

Added US Government as an option for Ninja RMM authorisation

#1381249

Fixed an issue with the preferential allocation of devices to sites for the Jamf device import.

Also in 2.251.1 · 2.250.21 · 2.236.121

#1380965

Fixed fields sometimes not showing when using actions due to role restrictions being applied incorrectly

Also in 2.251.1 · 2.250.21

#1122037

Fixed an issue with the upgrader in earlier builds of 2.250

Also in 2.251.1 · 2.250.22

#1475957