Klient Launches Professional Services Automation (PSA) Spring 2019 Release on Salesforce

by | Apr 26, 2019 | PSA New Features

Written by Yanick Abraham

Yanick is a passionate about PSA industry. With more than 12 years of experience in Salesforce Ecosystem, he loves to share his expertise and tips to help consulting businesses to scale faster.

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Latest quarterly release continues rapid pace of innovation delivering the best experiences for services teams and clients.

Klient Software, a leading provider of professional services automation software that is easy to use and deploy
and built 100% native on the Salesforce Platform, today announced new features as part of the Spring 2019
release focused on driving project and customer success.

Summary highlights of major new features in the Spring 2019 release include:

A New Services Team Homepage

Now services team members can manage and take action on their personal projects, tasks, and utilization targets
directly from the homepage.

Services teams can view and sort their assigned projects at a glance with the new My Projects homepage
component, including the ability to navigate directly to the project details.

Services teams can view, sort, and take action upon their assigned tasks, including the ability to multi-select
tasks from the My Tasks homepage component and update task status, as well as navigating directly to task

The new My Utilization homepage component provides real-time insight into their personal utilization targets,
billable, non-billable, and totals hours worked, with the ability to view by day and week directly from the

The new homepage components can be added individually, providing a completely configurable homepage
experience for services teams including dashboard and reports, approvals, collaboration feed, and much more.

Enhanced Integration with Sage Intacct

With the latest release, Klient provides the industries most complete PSA integration to Intacct, delivering a
real-time REST API based integration including the integration of Accounts, Projects, Project Assignments,
Tasks, Task Assignments, Billing Rates, Timesheets, Expenses, Invoices, Vendor Payments, and more.

New updates include a significant mapping of new delivered and custom fields in the integration process,
taking advantage of new and delivered Sage Intacct Accounting fields. Additionally, this release greatly
improves support for record update synchronization, in addition to new record creation.

The Klient PSA to Sage Intacct integration offers customers a pre-built solution saving customers the significant
cost of building and maintaining a custom interface, reducing the chance of revenue leakage from the manual
duplication of data across systems.

Project Management Enhancements

The latest release includes significant project management enhancements in the areas of task scheduling, task
checklists, and task templates for customers.

Now with the latest release, a user can choose to have all task dates updated from the project page for
dependent tasks, without requiring navigating to the Gantt chart, enabling the cascading of dependent and
predecessor tasks dates when any task dates are changed.

We have enhanced the features of task templates with this release. When inserting task templates into projects
after project creation, you can now copy task checklists and relative dates against other tasks.

Mobile Time Improvements

A new and improved mobile time entry experience includes the ability to submit weekly timesheets for
approval from a mobile device and an improved user experience for users when selecting projects, tasks, and
milestones when entering time.

Additional Enhancements

Additional new and enhanced features across the PSA suite include an enhanced Gantt drag-and-drop, updates
to Mass Timesheet Approval for better filtering, an enhanced user experience with the addition of task status
color-coding, new tooltip indicators for resource planning, and more.

About Klient Software

Klient provides next generation professional services automation that is easy to use and deploy and built 100%
native on the Salesforce Platform. Klient helps companies transform service delivery and customer success with
our intuitive and modern solution, providing a single application to manage the performance & profitability of
every project, delivering visibility across the entire business.


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