By the [run]Book: Episode 13

By  
El Copeland
December 9, 2025
20 min read
Share this post

Episode 13 of By the [run]Book dives into HaloPSA v2.206, a release packed with scalability improvements, billing accuracy upgrades, automation controls, and long-requested UI flexibility. Mendy and Robbie break down what’s new, what to enable (and what to be cautious with), and how these updates affect real-world MSP operations—from integrations and invoicing to load balancing and data governance. This episode is especially useful for MSPs managing growth, complex billing models, or high-volume integrations.

The following features stand out as the impactful changes in this release:

Incoming Webhook Service (Queueing) #794180 The new incoming webhook service introduces queue-based processing to prevent API rate-limit failures during high-volume events like invoice syncing. This is a major reliability upgrade for accounting integrations and lays the groundwork for safer, more scalable automation across Halo.

Items & Product Groups as Meters #1015992 Items and product groups can now be set as meters by default, simplifying setup for consumption-based services like Azure usage and backup storage. While meter period handling is still evolving, this is an important step toward more flexible usage-based billing.

Social Security Number Redaction #977591 Halo now supports automatic redaction of Social Security numbers and other sensitive data in tickets and actions. This adds an important layer of data protection and compliance, particularly for MSPs handling regulated or confidential information.

Automatic Reapplication of Billing Templates on New Contracts #791985 There is now an option to automatically reapply billing templates when you add a contract for a client, helping ensure billing consistency as agreements change. MSPs should enable this with care—client-level billing overrides should be avoided while templates are in use to prevent unintended resets.

Watch Now: By the [run]Book: Episode 13
For easier tracking, check out haloreleases.remmy.dev to filter and search HaloPSA updates by ID, version, and keyword.

Full Feature List:

Incoming webhook service now available | v2.206 #794180 | 1:48
This introduces a queue-based approach to webhook processing to reduce failures caused by rate limits during high-volume events.

You can now set a default Ticket Status for updates in the Jira Software and Jira Service Management integrations | v2.206 #1016865 | 6:08
Allows control over the ticket status applied when Jira pushes updates into Halo.

Item/Product Groups can now be set as Meters by default and Items/Product records can also be set as Meters | v2.206 #1015992 | 6:54
Enables default usage-based billing behavior on items and product groups.

Added an option to the Dynamics 365 CRM Integration to enable/disable Customer imports matching on Customer Name if not matched on GUID | v2.206 #1015264 | 8:52
Adds control over customer import matching behavior in the Dynamics 365 CRM integration.

Parameters have been added to the Device endpoint to allow a smaller response object to be returned | v2.206 #1013180 | 11:15
Adds parameters to limit the size of API responses.

A setting has been added to Advanced Configuration to include Automation Actions to populate the dollar variables starting with SLAHOLDACTION | v2.206 #1011801 | 16:20
Adds control over how SLA hold automation variables are populated.

$PRODUCTCODE can now be used on the Bill PDF lines | v2.206 #1011633 | 19:00
Allows product codes to be displayed on billing PDFs.

A setting has been added to Timesheet Management Configuration to control whether to include rounding/minimums etc as part of the Charge Hours calculations | v2.206 #1010247 | 19:08
Adds flexibility to how charge hours are calculated and displayed.

You can now exclude agents from being auto-assigned tickets at the team level. This prevents selected agents from receiving tickets via load balancing or round-robin | v2.206 #1006134 | 20:58
Allows specific agents to be excluded from team-level auto assignment.

Added an alternative method to send User information when using JWT User matching for the Embeddable Chat Widget | v2.206 #1003959 | 21:59
Adds another method for passing user identity into embedded chat.

Payment Method and Reference have been added as options when creating Payments | v2.206 #1003949 | 22:26
Adds additional metadata fields when recording payments in Halo.

Tiered Pricing set against Items will now be used for Recurring Invoice lines and will update when adding new lines or when the quantity changes on the line | v2.206 #1003580 | 23:40
Ensures tiered pricing is correctly applied to recurring invoice lines.

Profit will now show in the Totals area of Invoices and Recurring Invoices | v2.206 #1002932 | 24:28
Adds total profit visibility directly to invoices.

Added the option to automatically create a business application instance when creating a business application | v2.206 #1002472 | 25:57
Automatically creates an instance when a business application is added.

A setting has been introduced (Configuration > Tickets > General) so that when using the Ticket Type settings for Scheduled Load Balance, new Tickets will no longer be Load Balanced when there are unassigned open Tickets with the same Ticket Type | v2.206 #1000142 | 26:35
Prevents new tickets from skipping ahead of existing unassigned tickets.

You can now show/hide the User system ‘Title’ field in Screen Layout Profiles for the User entity | v2.206 #999579 | 28:26
Adds control over visibility of the User Title field.

It is now possible to link Quote lines to Customers directly so that when Sales Orders are created they are split by customer | v2.206 #992459 | 30:46
Allows quote lines to be associated directly with customers.

You can now use the ‘Configure a new chart’ option in dashboard widgets to create multi-series charts from a single data source | v2.206 #990930 | 31:51
Enables multi-series reporting in dashboards.

It is now possible to import Overriding Item/Price data during the XLS Item import | v2.206 #989129 | 33:24
Supports importing item price overrides via XLS.

You can now set grouped rows on Column Profiles to be collapsed by default | v2.206 #987019 | 34:59
Adds a default collapsed view for grouped report rows.

When importing Devices using the NinjaOne Integration it is now possible to choose only one Organization or All Organizations | v2.206 #985878 | 35:46
Adds organization-level filtering during NinjaOne device imports.

Descriptions can now be added to FAQ lists and displayed on the tiles in the End-User Portal | v2.206 #982214 | 36:30
Allows descriptions to be shown on FAQ tiles in the portal.

Added Load Balance settings to Team level | v2.206 #979706 | 38:00
Moves load balancing configuration to the team level.

Added option to redact Social Security numbers from Ticket and Action fields | v2.206 #977591 | 41:13
Adds automatic redaction of sensitive data.

You can now set defaults for Custom Tables in Ticket Templates | v2.206 #975276 | 43:04
Allows custom tables to be pre-populated via ticket templates.

Added Access Control to Qualifications | v2.206 #971200 | 43:12
Introduces role-based access control for qualifications.

Added a Chat flow step to update linked Ticket Custom Fields with preset values | v2.206 #968961 | 43:26
Allows chat flows to populate ticket custom fields automatically.

Added the setting ‘Disable automatic loading of all services upon accessing the Service Catalogue on the end user portal’ to Services settings | v2.206 #968377 | 43:39
Improves portal performance for large service catalogs.

Added a time zone field at ticket level | v2.206 #961858 | 43:55
Adds time zone awareness directly on tickets.

You can now grant role-based read and modify access to custom fields on custom tables | v2.206 #957609 | 45:19
Adds granular permissions for custom table fields.

Added a global setting to set a password expiry date for End-Users and Agents | v2.206 #956854 | 48:23
Adds global password expiry controls.

Added a use field for asset types | v2.206 #950383 | 48:42
Adds a “use” classification to asset types.

Added Canned Text Shortcuts | v2.206 #949683 | 49:17
Introduces keyboard shortcuts for canned text.

Introduced new settings to enable user out-of-office | v2.206 #947700 | 49:44
Adds out-of-office controls for users.

Expense are now audited | v2.206 #811502 | 51:38
Expense actions are now tracked for auditing.

Added Line Column Profiles for invoices, quotes, purchase orders and sales orders | v2.206 #831635 | 51:43
Adds column profile control at the line level for financial documents.

There is now an option to automatically reapply billing templates when you add a contract for a client | v2.206 #791985 | 54:10
Adds automatic reapplication of billing templates when contracts change.

Share this post
El Copeland

As Partner and Business Consultant at Rising Tide, I help organizations align culture with efficiency, bridging the gap between strategy and the everyday systems that make it work. I’ve spent my career leading diverse, cross-functional teams and building communities where people actually want to learn and collaborate. With roots in technology, education, user experience & design, and project management, I specialize in turning complex ideas into clear, actionable plans that keep both people and projects thriving.

Outside of work, you’ll usually find me weight-training, gardening, or rewatching Doctor Who with a cat in my lap.

See some more of our most recent posts...
February 2, 2026
8 min read

Rising Tide Book Club: Think Naked - Week 2

In Chapter 2 of Think Naked, Marco Marsan argues that adults don’t lose creativity: they’re conditioned out of it. This Rising Tide book club discussion explores fear, conformity, unexamined rules, and why real learning requires play, safety, and curiosity in modern organizations.
Read post

About this Series

This discussion guide is part of Rising Tide’s Winter 2026 book club, where we’re reading Think Naked by Marco Marsan.

If you’re just joining us, here are a few pages you’ll likely benefit from:

Chapter Summary

“If you want to be more creative, stay in part a child, with the creativity and invention that characterizes children before they are deformed by adult society” - Jean Piaget

In Chapter 2, You Lost Your Marbles, Marco Marsan explores how people don’t simply “grow out” of creativity — they are systematically conditioned out of it. The chapter argues that over time, fear, rigid rules, institutional norms, and social conformity slowly strip away curiosity, playfulness, and experimentation.

Marsan frames this loss through several forces:

  • Fear: mistakes become costly as adults (financially, socially, professionally)
  • Senseless rules: norms persist long after their original context or usefulness
  • Institutionalized regurgitation: being rewarded for having the “right answer” rather than learning how to think
  • Tough-it-out culture: endurance replaces reflection
  • Numbness: accumulated stress and responsibility dull engagement

The chapter opens with a consulting story where a leader dismisses Marsan outright, using it as a framing device to explore how organizations often reject discomfort, challenge, and unconventional thinking — even when they claim to want innovation.

Discussion Questions

Use these open-ended prompts to guide reflection and conversation. Remember, there are no right answers!

  • What does “losing your marbles” mean to you — and what might you have lost that still matters?
    • 'Lose Your Marbles' Saying - Meaning & Context
    • Rather than meaning “you’ve gone crazy,” the group explored the older meaning: marbles as something valuable children possessed — and something adults may have lost, not gained, over time.
  • Where have fear or consequences made curiosity feel unsafe? How do power and authority shape how you show up creatively?
  • How often do you ask why a rule exists, rather than whether you’re allowed to challenge it?
  • Where have institutions (school, work, industry norms) rewarded compliance over thinking?
  • What would play look like in your work if you weren’t worried about being wrong?

Rising Tide Input for your Consideration

About Rising Tide and our Book Club

Rising Tide helps MSPs and service-focused teams build better systems: the kind that align people with purpose.

Every Friday at 9:30 AM ET, we host Rising Tide Fridays as an open conversation for MSP owners, consultants, and service professionals who want to grow both professionally, technically, and emotionally. In Winter/Spring 2026, we’re walking through Think Naked.

If that sounds like your kind of crowd, reach out to partners@risingtidegroup.net for the Teams link. Bring your coffee and curiosity…no prep required.

January 26, 2026
8 min read

Rising Tide Book Club: Think Naked - Week 1

In Rising Tide’s Winter 2026 Book Club, we explore Think Naked by Marco Marsan and challenge the idea that creativity fades with age. Instead, we examine how risk, labels, and permission shape curiosity — and what it looks like to think more like a kid in modern technical work.
Read post

About this Series

This discussion guide is part of Rising Tide’s Winter 2026 book club, where we’re reading Think Naked by Marco Marsan.

If you’re just joining us, here are a few pages you’ll likely benefit from:

Chapter Summary

In the introduction and first chapter, Marco Marsan proposes to the readers that creativity is not lost as we age — it is trained out of us. He cites research suggesting that young children test at very high “genius” or creative problem-solving levels, and that this capacity sharply declines by adulthood.

To return to this childlike, “genius” mindset, Marsan introduces five “rules” that mirror how children naturally engage with problems:

  1. Wear your cape (be fearless)
  2. Blockbuster (question defaults and conventions)
  3. Look at Your Neighbor’s Paper (learn by copying and remixing)
  4. Show-N-Tell (learn publicly and collaboratively)
  5. I’m the boss of me (take ownership and agency)

Discussion Questions

Use these open-ended prompts to guide reflection and conversation. Remember, there are no right answers!

  • What did you agree with in these chapters?
  • What did you disagree with in these chapters?
  • Do you agree that creativity declines because of conditioning rather than capability? Why or why not?
  • Who or what defines a genius?
  • Do any of the five lessons intrigue you more than the others? Which of the five principles feels most uncomfortable to you right now?
  • Where do you avoid experimentation because the cost of being wrong feels too high?
  • Where in your work do you default to “this is how it’s always been done”?
  • What would “thinking more like a kid” actually look like in one small, real decision this week?

Rising Tide Input for your Consideration

  • What causes us to lose our creativity?
    • The team proposed that people don’t lose creativity as they age, but rather they close off the permission rather than the capability because creativity becomes risky. As adults, mistakes have consequences: reputational, financial, professional. Most environments reward predictability over curiosity, so people adapt accordingly.
  • Are children actually ‘geniuses’?
    • Evidence that children become less creative over time (and how to fix it) - Idea to Value
    • As a team, we felt that the label “genius,” isn’t particularly useful. It’s poorly defined, and even more poorly measured. What matters is not intelligence labels, but how people approach problems: curiosity, iteration, and willingness to engage with uncertainty.
      • In fact, as a team we consistently seem to pushback on: Labels (“genius,” “best practice,” or “industry standard”), Claims without sources, and Metrics without definitions.
    • Children also don’t ask if they’re allowed to participate, they assume they are. Adults often operate transactionally, constantly checking for permission. That hesitation suppresses experimentation and ownership.
  • How does technology factor into creativity loss?
    • Convenience is a trade. Offloading is good if the saved energy is reinvested into higher-order problem-solving. As a result, technology can either dull skills or enable deeper thinking depending on how we use it as a tool.
    • Automation is welcomed after understanding exists. Technology should support people who know why, not replace them.

About Rising Tide and our Book Club

Rising Tide helps MSPs and service-focused teams build better systems: the kind that align people with purpose.

Every Friday at 9:30 AM ET, we host Rising Tide Fridays as an open conversation for MSP owners, consultants, and service professionals who want to grow both professionally, technically, and emotionally. In Winter/Spring 2026, we’re walking through Think Naked.

If that sounds like your kind of crowd, reach out to partners@risingtidegroup.net for the Teams link. Bring your coffee and curiosity…no prep required.

December 22, 2025
8 min read

Chapter-by-Chapter Discussion Questions for The Go-Giver by Bob Burg: Chapter Fourteen: The Go-Giver

Chapter 14 ties The Go-Giver up neatly, and our team's conversation unpacked whether or not Joe’s ending was a success, and if it was relatable to anyone else.
Read post

About this Series

This discussion guide is part of Rising Tide’s Fall 2025 book club, where we’re reading The Go-Giver by Bob Burg and John David Mann.

If you’re just joining us, here are a few pages you’ll likely benefit from:

Chapter Summary

In the final chapter of The Go-Giver, we meet Claire, who is on her way to meet the partners behind an amazingly (even stratospherically) successful new business: Rachel’s Famous Coffee. Chapter 14 ties up the story of The Go-Giver in a neat little bow, showcasing the stratospheric success possible, and encouraging us to share the secret with others along the way.

Discussion Questions

Use these open-ended prompts to guide reflection and conversation. Remember, there are no right answers!

  • Joe ends the book in a completely different role than he started. Did that feel like success to you?
  • How has your own definition of success changed over time?
  • How do you tell the difference between quitting, failing, and evolving? Would this ending feel different if Joe were less financially secure?
  • What did you learn from this book? What do you think your key takeaway will be?

Rising Tide Input for your Consideration

  • Joe didn’t land the sale, he completely changed his trajectory. What does that mean for you? Sometimes success isn’t what we imagine or set out to accomplish, sometimes it’s adjacent.
  • Joe isn’t keeping the secret or the process to himself, he’s actively sharing it with others and using the same framework Pindar gave him.
  • As a team, we didn’t really like this book and wouldn’t recommend it to peers who already have practical experience in business or leadership.
    • The parable format wasn’t great for our team. It was a good basic overview, but it didn’t go as deep as we felt some of these concepts deserved. While we get that it’s a book with a story that needed to be simplified to get the author’s key ideas across, seven days isn’t enough time for meaningful personal or professional change, and we felt the timeline and simplicity undercut the book’s credibility. Many felt the book oversold its lesson without adequately showing how it applies in complex, real-world situations, added to the fact that since Joe doesn’t apply the lessons over time and he’s rewarded through proximity to power, it made the ending feel uncomfortably like access solves everything.
    • The main character wasn’t relatable or aspirational. The team generally struggled with Joe! He started unlikable and never quite crossed into someone the team wanted to root for or become, in fact, as a result, the story ended up feeling like it was more about “who you know.” and being in the right place at the right time. While generosity mattered, only once the right people were involved, which ignores how uneven access to networks really is.
    • There are possibly better books out there that communicate similar ideas more effectively. Here are a few of our favorites:
  • We hope you’ll join us in 2026 for our next book: Think Naked: Childlike Brilliance in the Rough Adult World by Peter Lloyd Marco Marsan | Goodreads. Get a copy of the book and mark your calendar for January 09, 2026 to talk through the cover and reading plan.  

About Rising Tide and our Book Club

Rising Tide helps MSPs and service-focused teams build better systems: the kind that align people with purpose.

Every Friday at 9:30 AM ET, we host Rising Tide Fridays as an open conversation for MSP owners, consultants, and service professionals who want to grow both professionally, technically, and emotionally. Our book for 2026 Quarter 1 is Think Naked: Childlike Brilliance in the Rough Adult World by Marco Marsan.

If that sounds like your kind of crowd, reach out to partners@risingtidegroup.net for the Teams link.
Bring your coffee and curiosity…no prep required.