PSA (Professional Services Automation)
- Managing Billing Frequencies - Video
- Managing resource allocation settings for Keka PSA - Video
- What are Opportunities' in Keka PSA - Video
- Tracking and Managing Opportunities - Video
- Adding and modifying resources in projects - Video
- Updating Project Settings in Keka PSA - Video
- Managing Timesheets in Keka: A Comprehensive Guide
- Managing client payments - Receiving full and partial payments, & credit notes - Video
- Managing Opportunity Settings - Video
- Updating Project Health for Individual Projects - Video
- Managing Client Rate Cards - Video
- Introduction to Keka PSA - Video
- Adding and managing reference rate cards - Video
- Creating and managing task templates - Video
- Adding a new Project - Video
- Using the client summary - Video
- Editing Client Details on Keka - Video
- Managing project health parameters and tracking - Video
- Adding opportunities and prospects in Keka PSA - Video
- Resource management on Keka PSA Overview - Video
- Setting up project health tracking - Video
- Adding and modifying tax rates - Video
- Creating and editing invoices on Keka PSA - Video
- Configuring your new project - Video
- Adding and modifying tasks in projects - Video