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Introducing the Client Manager Dashboard

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PSA (Professional Services Automation)

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Adding Resource Capacity, Resource Cost and Target billable utilization
Custom Report in Keka PSA
Salesforce Integration for Keka PSA
Creating Invoice templates in Keka
Using a Retainer billing model in keka
Timesheet Integration for Payroll Automation
Restricting Timesheets Based on Allocation
Creating charges in Projects
Tracking Project-Linked Expenses
Delete or Archive an Existing Project

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Related articles

Payroll Operations - Overview
Tracking Resource Utilization with Keka PSA's Target Billable Utilization Report
Custom Report in Keka PSA
Accessing the dashboard and Setting up Availability in the Platform.

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