PSA (Professional Services Automation)
- 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
- Adding and managing products
- Changing the Timesheet Start Date for an Employee
- Unlocking Your Business Potential with Keka PSA Analytics
- Introducing the Client Manager Dashboard
- Tracking Resource Utilization with Keka PSA's Target Billable Utilization Report
- Managing Billing Classification in Keka PSA
- Streamlining Project and Opportunity Creation with Approval Flows
- Empowering Your Organization with Keka PSA's Scope-Based Access Control
- Using the Project page list - Video
- Billing and invoicing in Keka PSA - Video
- Managing billing entities and invoice settings on Keka PSA - Video
- Getting familiar with timesheets - Video
- Creating and applying credit notes for invoices - Video
- Managing billing and project roles - Video
- Using the resource planner on Keka PSA - Video
- Creating, managing and assigning timesheet policies - Video
- Adding a client - Video
- Intro to the Projects - Video
- Editing Client Details on Keka - Video
- Managing Client Contacts - Video