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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

Managing Client Rate Cards in Keka PSA

Adding Clients in Keka’s PSA Module

Editing or deleting a client

Managing client contacts

Using the Client Summary

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Projects

Adding and modifying resources in projects

Adding a new project in Keka PSA

Using the project list page

Adding and Modifying Tasks in Projects

Configuring your new project

Keeping track of project linked expenses

Creating & managing task templates

Using Project Reports

Setting up Project Health Tracking

Introduction to Projects

Updating Project Settings in Keka PSA

Streamline Your Project Health with Individual and Bulk Updates

Using a Retainer Billing Model in Keka

Using the New Retainer Billing Model in PSA for Payroll Automation

Project Manager Dashboard: A New Tool for Enhanced Project Oversight

Enhanced Expense Management for Improved Invoicing

Enhanced Role Change Versioning: Accurate Project Revenue Tracking

Empowering Client Managers: Introducing the Client Manager Dashboard

Enhanced Resource Management: Restrict Timesheets Based on Allocation

Assigning shadow resources to projects

Introducing Charges Creation in Keka PSA

Streamline Your Project Management with Keka PSA's Enhanced Task Actions

Deleting or Archive an Existing Project

Changing the Timesheet Start Date for one Employee

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Finance

Creating and Applying Credit Notes for Invoices in Keka PSA

Creating and Editing Invoices on Keka PSA

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

Managing billing entities and invoice settings on Keka PSA

Freeze Timesheets: Enhancing Financial Control and Data Integrity

Exporting Timesheets to Run Payroll (USA)

PSA : Invoice Activity

Leave Integration for Payroll Automation

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Opportunities

Tracking and managing opportunities

What are 'Opportunities' in Keka PSA

Adding opportunities and prospects in Keka PSA

Customizing Opportunity Forms in Keka

Estimations at Opportunity and Project Levels

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Resources

Mastering Resource Management with Keka PSA's Configuration Settings

Master Resource Management with Keka PSA

Streamline Your Billing Process with Keka PSA

Optimize Resource Management with Keka PSA

Streamline Resource Management with Keka PSA

Streamline Resource Allocation with Keka PSA's Bulk Upload Feature

Unleashing the Power of Your Financial Data with Keka PSA's Cost and Margin Charts

Tailoring Resource Allocation with Keka PSA's Enhanced Flexibility

Streamline Resource Cost Management with Keka PSA

Master Resource Allocation with Keka PSA

Streamline Resource Acquisition with Keka PSA

Workforce Integration for PSA: Syncing Shifts and Weekly Offs

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Analytics

Reports in Keka PSA

Unlocking Your Business Potential with Keka PSA Analytics

Viewing Resource Costs and Margins at an Organizational Level in Keka

Enhanced Revenue Analytics: Introducing Estimated Billing Fees

Deep Dive into Resource Utilization: Unveiling New Reports

Empowering Project Management with the Milestone Info Report

Visualize Your Sales Pipeline with the Opportunity by Stage Chart

Tracking Revenue Reports

Tracking Resource Utilization across projects

Uncovering the Hidden Revenue Losses with Keka PSA's Reports

Tracking Resource Utilization with Keka PSA's Target Billable Utilization Report

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Bulk Imports

Using Bulk Imports in Keka PSA

Bulk Importing Clients and Projects

Updating Multiple Project Status at Once in Keka

Streamline Your Time Tracking with Keka PSA's Bulk Import Feature

Policies and Settings

Managing project health updates

Adding and managing client and project custom fields

Managing Opportunity Settings

Managing Billing Classifications

Managing Task Stages

Automating Timesheets, Leave and Payroll in Keka PSA

Controlling Which Custom Fields Are Visible

Enhanced Resource Management: Introducing Resource Level Availability

Enhanced Task Management: Hiding Billing Status for Resources

Empowering Teams: Unveiling Project Level Permissions

Streamlining Project and Opportunity Creation: Introducing Approval Flows

Enabling daily timesheet submissions and submitting daily timesheets

Managing Global Roles & Permissions in PSA

Enhancing Task Management with Custom Fields in PSA

Managing project health parameters and tracking

Configuring Approval Chains for Timesheets

Creating, Managing and Assigning Timesheet Policies

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Timesheets

Getting Familiar with Timesheets

Time Allocation to Each Project

Finding Timesheets to Approve

Week Summary: Focusing on Direct Reportees

Empowering Reporting Managers: New Timesheet Status Report

Enhanced Task Visibility: Phase Details

Streamline Time Tracking with Keka's Mobile App Timesheet Submission

Enhanced Timesheet Visibility: Project Hours Breakdown in Week Summary

PSA : Projects Allocated

Submitting Daily Timesheet in Keka PSA

Streamlining Your Weekly Timesheet Submissions with Keka's Mobile App

Submitting a Daily Timesheet from Weekly View in the Keka Mobile App

Adding and Filling Task Entries from the Home Screen in Keka Mobile App

Deleting a Timesheet Entry on the Keka Mobile App

Copy Task Entries from Last Week on the Keka Mobile App

Searching & Adding Tasks on Keka Mobile App

Viewing Past Week Timesheets in the Keka Mobile App

Viewing and Resubmit Rejected Timesheet Entries in the Keka Mobile App

Filling Timesheet when on Leave in Keka Mobile App

Unsubmitting a Timesheet While Pending Approval in Keka Mobile App

Managing Multiple Timers for the Same Day in Keka Mobile App

Selecting Task Billing Type in Keka Mobile App

Managing Timesheets in Keka: A Comprehensive Guide

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New Features

Setting Up and Managing the Task Approval Workflow in Keka

Empowering Your Organization with Keka PSA's Scope-Based Access Control

0% Resource Allocation for Enhanced Flexibility in Keka PSA

Tracking Project Progress with Keka PSA's WBS Baseline Reports

Notifications

Setting Up Resource Allocation End Reminders

Setting up timesheet submission reminders

Notification When Assigned as a Project Manager in Keka

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 Timesheets Submitted by Employees in Keka PSA?

How to assign tasks to the employees for a project?

How to Unsubmit a Pending Timesheet in Keka

How to Generate Reports with Project & Client Details in Keka PSA

How do I add tax rates for billing in the timesheet?

How to create a Timesheet Policy?

How to Check and Download Timesheet Details of Project-Assigned Employees in Keka PSA

Customize Timesheet Submission Settings in Keka PSA

How to Pull a Daily Time Entries Report in Keka PSA

Streamlining Timesheet Approvals with Keka PSA's Configuration Options

How can I efficiently add or update multiple project tasks in Keka PSA

What is the distinction between 'Unsubmit' and 'Reject' when approving timesheets?

How can I modify the rate associated with a specific role in Keka PSA?

How can I modify project information in Keka PSA?

How can I modify the health status of a project in Keka PSA?

How can I add or edit project health parameters in Keka PSA?

How can I efficiently update multiple projects at once in Keka PSA?

How can we check a timesheet report to find the total billable or non-billable hours in Keka, and how can we download an employee work report?

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

How do I assign or update a Project Manager for a project?

How do I delete clients that have been added?

Is it possible to unsubmit a timesheet that has already been approved?

How do I remove an employee from a project?

How do I download the Timesheet Status Report?

Download Project Resource Billing Reports in Keka PSA

Customize Invoice Number Series in Keka PSA

Streamline Project Management with Keka PSA's End Date Update Feature

How can I update the estimated time for tasks in bulk?

How do I assign or disable a 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, Approve, or Reject Empty Timesheets in Keka

How to View Employee Work Hours Along with Shift, Leave, and Holiday Summary in Keka

What report provides a list of project names, client names, and their corresponding codes?

Enabling Daily Timesheet Submissions in Keka PSA

How do I set up the configuration to allow only team members to log timesheets?

How to Configure Daily Timesheet Submission Settings in Keka

Understanding Empty Timesheet Submissions in Keka PSA

Setting Project Deadlines in Keka PSA: A Step-by-Step Guide

How do I manage timesheet policy settings?

How can I modify the permissions for Project Managers, and what privileges and permissions can be assigned to them for a project?

How to import the tasks in bulk?

How to create a Project?

How to add billing address for a client?

How can we manage the roles of the Project Manager?

How to add hours worked in timesheets?

How to add employees/resource to a project?

Setting Up Project End Date Reminders

Managing Timesheet Approvals in Keka PSA

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