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Professional Services Automation

Professional Services Automation

Manage projects for your clients using resource management, timesheets, billing, and more.

Getting started with Professional Services Automation

What is Keka Professional Services Automation (PSA)?

Getting started with Keka PSA

Clients

Adding a client

Editing or deleting a client

Using the client summary

Managing client rate cards

Managing client contacts

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Projects

Configuring your new project

Keeping track of project linked expenses

Adding and modifying resources in projects

Creating & managing task templates

Using Project Reports

Managing project health parameters and tracking

Setting up project health tracking

Projects- Introduction

Adding a new project in Keka PSA

Updating 'Project Health' for individual projects

Updating Project Settings in Keka PSA

Using the project list page

Adding and modifying tasks in projects

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Finance

Adding and managing reference rate cards

Managing billing frequencies

Adding and modifying tax rates

Billing and invoicing in Keka PSA - an overview

Adding and managing products

Managing client payments- Receiving full and partial payments, & credit notes

Creating and editing invoices on Keka PSA

Managing billing entities and invoice settings on Keka PSA

Creating and applying credit notes for invoices

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Opportunities

Tracking and managing opportunities

What are 'Opportunities' in Keka PSA

Adding opportunities and prospects in Keka PSA

Resources

Resource Management on Keka PSA - Overview

Managing resource requests

Tracking and managing resource utilization

Managing billing and project roles

Managing resource allocation settings for Keka PSA

Using the resource planner on Keka PSA

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Reports

Reports in Keka PSA

Bulk Imports

Using Bulk Imports in Keka PSA

Policies and Settings

Adding and managing client and project custom fields

Managing opportunity settings

Managing project health updates

Managing billing classifications

Managing task stages

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Timesheets

Configuring approval chains for timesheets

Managing timesheet approvals for all projects

Getting familiar with timesheets

Creating, managing and assigning timesheet policies

New Features

Assigning shadow resources to projects

Resource management - Enhancements

Managing Global Roles & Permissions in PSA

Tracking Revenue Reports

PSA : Invoice Activity

Configuring Project Level Permissions for Team Members

Exporting Timesheets to Run Payroll (USA)

Enabling daily timesheet submissions and submitting daily timesheets

Adding Cost to Resources

PSA : Projects Allocated

Allocating resource time with more precision

Tracking Resource Utilization across projects

Cost and Resource Estimations for Opportunity Planning

How to Use the New PSA and Leave Integration for Payroll Automation

How to Use the New Retainer Billing Model in PSA for Payroll Automation

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Notifications

Setting Up Resource Allocation End Reminders

Setting Up Project End Date Reminders

Setting up timesheet submission reminders

PSA FAQs

How to configure the option to submit current timesheets even if past timesheets are pending for submission?

How to assign Timesheets policy to employees?

How can a project admin view the timesheets submitted by the employees?

How to assign tasks to the employees for a project?

How to unsubmit a timesheet still pending for approval?

How can we generate a reports with Project & Client details?

How to add the Tax Rates for billing in timesheet?

How to create a Timesheet Policy?

How to check time entries/timesheet details of employees assigned under a project?

How to change the Timesheet start date for one employee?

How to change the Timesheet submission settings?

How to pull a report of daily time entries on timesheets?

How to manage timesheet approval?

How to Bulk Import Clients and Projects?

How to Import project Tasks in Bulk?

What is the difference between Unsubmit & Reject while approving timesheet?

How to edit a Role Rate ?

How to update project details?

How to the update Project Health?

How to add/ edit Project Health Parameter?

How to bulk update projects?

How can we check a timesheet report to find the total Billable or Non-Billable hours in Keka?/How can we download Employee work report?

What are billing roles & how to add/ edit a billing role ?

How to delete or archive an Existing Project?

How to add/change Project Manager for a Project?

How to delete the clients which were added?

Can we unsubmit an already approved timesheet?

How to remove an employee from a project?

How to download Timesheet Status Report?

How to download the Project Resource Billing Report?

How to Edit Invoice Number Series?

How to change the project end date?

How to update the Estimated time for tasks in bulk?

How to Assign/Disable Timesheet policy for an employee?

How to generate timesheet report with comments field in addition to task, project name etc.?/ How to download Daily Timesheet reports in Keka/

How to add a user as Project Admin in Keka?

How to enable the timer for employees while filling timesheet?

How to view and approve/reject empty timesheets?

Where can I find the timesheet report to view the Employee work hours along with the Shifts, leave and holiday summary?

Which report consists of project name, Client name report with the respective codes?

How to allow employees to submit timesheets on a daily basis?

How to configure settings so that only team members can log timesheets?

How to configure the settings which allows employee to submit timesheets on daily basis?

Can employees Update 0 time entries in Timesheets?

How can the Project admin set Project deadlines?

How to manage timesheets policy settings?

How to change the permissions given to Project managers?/What are the Privileges and Permissions that can be assigned to a Project manager for a Project?

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