Billing classifications enable you to organize and categorize the tasks you add to a project. These tasks may be classified as billable or non-billable, and you might also encounter additional classifications for unique scenarios, such as ad hoc tasks, which may have different billing arrangements.
By utilizing billing classifications, you can effectively distinguish between various tasks, ensuring they are managed properly in terms of billing and related processes.
Let us see how you can add and manage billing classifications and how to use these classifications.
To view your billing classifications, start by selecting the "Project" option from the left navigation pane. Next, navigate to the "Policies & Settings" tab. Within this section, you'll find the "Billing Classifications" tab, where you can see all the billing classifications currently available in your Keka PSA portal. If you wish to add a new billing classification, simply click on the "+Add Billing Classification" button.
Please note that you are limited to adding only non-billable billing classifications.
In the Add Non-Billable Classification screen, you'll need to input a name for your new billing classification. If desired, you can also provide a description to give more context. Once you’ve entered the necessary information, click the Add button to save your new classification.
Now that you have added your billing classifications, you can start utilizing them in the projects you are setting up.
Additionally, if you need to make changes, you can easily edit the name and description of any billing classification by clicking on the Edit icon. To remove a classification, simply select the delete icon. Please keep in mind that a billing classification cannot be deleted if it has been used by any resources in their submitted timesheets; ensure that these assignments are cleared before proceeding with the deletion.
You will be unable to delete a billing classification if it has been utilized by any resources in their submitted timesheets. To proceed with the deletion, please ensure that these assignments are cleared first.
If you would like to explore advanced task management options that allow you to conceal the billing status for resources: Enhanced Task Management: Hiding Billing Status for Resources
We hope this information has clarified billing classifications for you. If you have any further questions or need assistance, please feel free to reach out to our product experts for support!