Approval Flow for Charges in Keka PSA

Overview

In project-based environments, effective charge management is vital for accurate billing and financial transparency. Keka PSA introduces an Approval Flow for Charges, allowing organizations to review and approve project charges before invoice generation.

This feature ensures better control, accountability, and flexibility in project financial management.

Key Features of the Approval Flow for Charges

Customizable Approval Chains

Tailored Approval Chains:
Organizations can design approval workflows specific to each project.

Flexible Approvers:
Define approvers such as Client Managers, Finance Managers, or other stakeholders to ensure the correct individuals review charges before billing.

Creating an approval chain:

1. Navigate to the Project section from the left navigation bar.

2. Select Policies & Settings.

3. Click on Approval Chain and then open the Charges Approval tab.

4. Click +Create Approval Chain to start setting up your custom workflow.
   
   

In the Edit Approval Chain Settings screen:

• Define approvers by roles and approval levels.

• Once configured, click Update to save your approval chain.
  
  

Streamlined Approval Workflow

Efficient Approvals:
Approvers can approve or reject charges directly from the Approvals Tab, making the process faster and more transparent.

Reviewing pending charges:

1. Navigate to the Project section from the left-hand navigation menu.

2. Select Approvals and click on the Charges Approval section.

3. Review the list of projects awaiting approval.

4. Approve or reject charges as required for each project.
   
   

Next Steps:

• Approved charges automatically move forward for invoice generation.

• Rejected charges can be reviewed, updated, and resubmitted for approval.

Project-Level Charge Creation

Charge Management:
You can create and manage charges for specific projects directly from the project workspace.

To add or view charges:

1. Navigate to Projects > Project List from the left navigation bar.

2. Select Active Projects and open the desired project.

3. Click on the Billing tab and select the Charges section.

4. Click on create charge. 
   
   

Tracking Approvals:

• Once a charge is created, its approval status is displayed.

• A pending approval icon (clock) appears beside the charge name, indicating that it is awaiting review and showing the approver’s name.