Streamlining Your Billing Process

Efficiently manage billing and project roles by creating, editing, and assigning roles to streamline billing and ensure accurate invoicing

Keka PSA's Roles feature provides a centralized repository for managing the various roles associated with resources in your projects. By effectively managing these roles, you can streamline your billing processes and ensure accurate invoicing.

TABLE OF CONTENTS

• Accessing the Roles Section
• Creating New Roles
• Editing and Deleting Roles

Accessing the Roles Section

To access the Roles section, navigate to the "Projects" section in the left-hand navigation pane. From there, click on the "Resources" tab, followed by the "Roles" tab.

Creating New Roles

To create a new role, click the "+Add Role" button. In the "Add Billing Role" window, enter the role name and description.

This role will then appear on the Roles page, making it available for use in various client rate cards. Additionally, these roles can be assigned to resources when they are allocated to a new project.

Editing and Deleting Roles

To edit or delete a role, locate the three dots icon in the "Actions" column and select the appropriate option. 

To change the Billing Role & Rate, select "Edit Billing Details" 

To discover more about implementing a Retainer Billing Model in Keka, please follow this link: Using a Retainer Billing Model in Keka