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KLIENT FEATURE SPOTLIGHT

Klient PSA 50.4: Automating Project Billing & Time Reconciliation in Salesforce

Klient PSA 50.4 is here and it’s packed with enhancements that help consulting firms and SaaS businesses running on Salesforce simplify key project and financial workflows.

What’s New in Klient PSA 50.4

If you manage project delivery, time tracking, or invoicing, this release will save you time and help you bill more accurately, while giving your teams better visibility into key project tasks. For a deeper dive, be sure to explore the podcast episode, release notes, and FAQ—all available on this page.

Align Schedule with Logged Hours (Project Time Reconciliation)

Align scheduled task hours with actual logged time — now at the project level, across multiple projects, and via automation with Flow.
Quickly correct schedule vs. logged time gaps that affect project reporting and billing.

Prepayment Management & Invoicing

Manage, apply, and track prepayments on projects all within Salesforce.
Apply prepayments directly to invoices with full visibility and automatic balance updates.
Eliminate offline tracking of upfront payments.

QuickBooks Expense Sync as Bills

Sync approved Klient expenses to QuickBooks as vendor bills, with receipts attached.
No more manual re-entry for your finance team!

Enhanced Workspace Task Indicators

New Task Indicators column gives instant visual insight into what’s important.
Advanced filtering helps Delivery Managers quickly spot tasks needing attention.

Usability Enhancements Across the Platform

Refined My Timesheet interface.
New Project Type filters in Resource Planner.
Project Workspace CSV export improvements
Support for custom Project CSAT labels in surveys
And much more!

SCREENSHOTS

VIDEO

Watch the complete product update webinar

PODCAST EPISODE

Listen to our Feature Spotlight Unplugged: Release 50.4 episode. A deep dive conversation that covers all you need to know about this feature.

Feature Spotlight Unplugged: Release 50.4

by Klient PSA

Release 50.4 FAQ

What are the key improvements in the latest release regarding scheduling and task management?

The latest release introduces significant enhancements to scheduling and task management, primarily centered around the “Align Schedule with Logged Hours” functionality and improved task visibility. The “Align Schedule with Logged Hours” feature allows project and resource managers to synchronize scheduled hours with actual logged hours, addressing discrepancies that can affect reporting and billing. This can be done at the project level, for individual tasks, within the Resource Planner, or through a new Flow action for automation. Users can also perform bulk alignments across multiple projects using the Project List View.

Additionally, task visibility in the Workspace has been enriched with a new “Task Indicators” column. This column uses visual icons to provide immediate insights into key task attributes such as checklist completion status (no checklist, open, or completed), logged time (no time or has time), milestone status (open or completed), and whether a task is overdue. These indicators are interactive, with tooltips on hover and the ability to open relevant task panels, and a sophisticated filtering mechanism allows users to quickly isolate tasks based on these attributes.

What is the "Align Schedule with Logged Hours" feature and why is it important?

The “Align Schedule with Logged Hours” feature allows users to adjust project schedules based on actual time logged by resources. Previously, this was a task-specific function. Now, it can be applied to an entire project or specific tasks from a higher level, making it faster and more comprehensive. This is crucial for maintaining accurate project reports and ensuring that variances between estimated, scheduled, and actual hours are minimized, especially in projects where work patterns might deviate from initial scheduling.

Are there any new automation or integration features introduced?

Yes, the release introduces new automation and integration capabilities. The “Align Schedule with Logged Hours” functionality can now be automated via a new Flow action, allowing system administrators to trigger large-scale or recurring schedule adjustments by providing Project ID or Task ID arrays along with date ranges.

For financial operations, the QuickBooks integration has been significantly enhanced to allow the seamless syncing of approved Klient Expense records as Bills in QuickBooks, including attached receipts. This provides a new level of automation for expense management and reconciliation.

How does the new release improve task visibility and organization?

Task visibility and organization are significantly improved through several new features. The “Task Indicators” column in the Workspace provides immediate visual cues for crucial task attributes like checklist status, logged time, milestone status, and overdue status. This allows users to quickly grasp the state of their tasks without needing to click into each one. The accompanying sophisticated filtering mechanism further enhances organization by allowing users to combine filters (e.g., “Open Checklist” AND “Overdue”) to pinpoint specific task combinations.

Additionally, a new Boolean formula field named “Overdue” has been added to the Task object, automatically identifying overdue tasks. A new task indicator icon for file attachments has also been added to the Workspace, allowing users to quickly see which tasks have associated files, complemented by filtering options for “Has File(s)” and “No File(s).” The “My Deadlines” module now prevents duplicate counting of tasks, providing a more accurate overview of the overall task load.

How does the new prepayment functionality work?

The prepayment functionality allows organizations to collect a percentage of the project’s expected revenue upfront. This prepayment is then systematically deducted from subsequent invoices generated for the project, based on a defined percentage per invoice. The system tracks the prepayment balance and provides a clear audit trail of all deductions. This feature is particularly beneficial for managing deferred revenue and streamlining accounting processes.