What are billing roles, and how can I add or edit one?

Billing roles are specific positions within an organization that concentrate on the billing process. This process includes generating invoices, tracking payments, and ensuring that billing for services rendered by the company and its employees is both accurate and timely. Keka allows you to create these Billing roles, which can then be utilized to establish rates for the corresponding work hours.

To create a new Billing role, follow these steps:

First, navigate to the Project section (1). Then, click on Resources (2) and select Roles (3). In the Roles section, click on the + Add Role (4) button to initiate the process of adding a new billing role.

In the Overlay window, enter the name of the Role (1). If you wish, you can also provide a description to give more context. After filling in the required details, click the Add (2) button to continue.

To edit an existing Billing role, click on the three dots (1) located under the Actions menu, and then select the Edit option (2).

On the Overlay window, enter the Edit of the Role (1). You may add/edit the description if you wish to. Then click on Update (2).

If you want to learn more on project resource billing report, then click here: How to download the Project Resource Billing Report?