Charge Types, Surcharges and Expenses
3 guides
Charge Type Overrides Explained
Charge Types
This article provides a comprehensive guide on charge types, explaining their purpose as classifications of work for tracking time and money spent on support actions. It details how to create and manage charge types, adjust charge type settings such as hourly rates, minimum minutes, increments, and multipliers for various conditions. It also covers overrides for specific clients and how these can affect billing. Additionally, the article touches on linking charge types with inventory items and integrating with Xero for billing purposes.
Expenses
The article provides a comprehensive guide on how to manage expenses in Halo. It explains the functionality of expenses, including tracking and invoicing additional costs related to a ticket. Users can configure and log different types of expenses, which can then be added to customer invoices. The guide also describes the process for reviewing, reimbursing, and tracking expenses. Additionally, it covers how to export expenses to CSV for further data management and auditing purposes. It emphasizes configuring permissions for agents involved in reviewing and handling expenses.