Monthly Newsletter · 1 min read

Klient Newsletter – July 2025

Explore Klient PSA’s July 2025 updates: new features, expert tips, success stories & resources to deliver successful projects in Salesforce.

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Klient Newsletter – July 2025

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What’s new in Klient PSA?

From smarter scheduling to time-saving presets and automation, Klient PSA v50.4 is here to simplify how your team plans, tracks, and delivers projects on time.

We’re also rolling out new feature spotlight blog posts to help you see Klient in action — with tips, audio, an FAQ & more.

Here’s everything you need to catch up, get inspired, and get more out of Klient PSA this month. 👇

Product update
​​​​Current version: 50.4

Last month, we rolled out Release 50.4, which brings several refinements to make managing your projects, teams, and billing even smoother.

Highlights include:

✔ Align scheduled with logged hours — addresses discrepancies that can lead to inaccurate reporting and billing issues.

✔ Improved workspaces — cleaner layouts and simpler navigation to find what you need faster.

✔ Updates to billing workflows — helping teams keep budgets on track and invoicing consistent.

👉 See the Release Notes


🔍 New Articles, FAQs & Fresh Podcast Episodes

We’ve added more than just product notes this month. If you want practical tips, real examples, and answers to common questions, here’s what’s new:

KLIENT FEATURE SPOTLIGHT

Klient PSA 50.4: Automating Project Billing & Time Reconciliation

Get a clear view of what’s new in 50.4, plus links to FAQs so your team can get up to speed quickly.

Explore the highlights

KLIENT FEATURE SPOTLIGHT

New Flexible Resource Scheduling Mode

A closer look at how to keep resource timelines accurate, even when plans change. This post also includes a short podcast on real-world scheduling challenges.

Read more

👉 Explore our Feature Spotlights


📣 Register Now: June Product Webinar

Next month’s webinar will highlight upcoming features V50.5. Register now to discover impactful enhancements across Scheduling, Financial Operations, Task Visibility, and User Experience.

📆 Thursday, July 24th at 11AM ET

🎟️ Register now

🗓️ Missed the June Product Webinar?

We’ve Got You.

The full recording is here. Use the link below to watch the session, jump to timestamps, or listen to our podcast — Beyond the webinar.

👉 Learn all about the June webinar

⏳ TIMESTAMPS

00:00 – Welcome & Agenda
01:45 – What’s New in Klient PSA 50.4.4
03:40 – Task Indicators & Workspace Enhancements
10:00 – Improved Timesheet UX & Mass Approval Flow
14:00 – Align Schedule with Logged Hours Automation
20:40 – Automating Prepayment Invoicing & Reconciliation
27:45 – QuickBooks Expense Sync Integration
29:40 – Project Status Reports & Survey Builder
33:00 – Product Roadmap: What’s Coming in 50.5+
40:00 – Resources, Newsletter & Final Q&A


Product roadmap & Idea voting

🥇 YOUR 2 Winning Ideas 🥇

– Enhanced Estimates Cost at Completion
– Auto-Shift Tasks on Project Start Date Update

💡 4 New Ideas Up for Voting 💡

– Auto-Split Timesheets Across Calendar Months
– Enhanced Vendor Invoicing Filters & Display Options
– Enhanced Project Visibility in Resource Planner
– Flexible Work Schedules

GO VOTE !


🏅 Become a Klient PSA Champion This Month

Here’s how to get more from Klient (and help shape what’s next):

📚 Complete one of our eLearning courses and share one with a colleague.
📢 Share a product idea or improvement request & vote for your favorite product idea in our community.

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👉 Follow @KlientPSA on socials.  LinkedIn YouTube

Thanks for being part of the Klient Community.

— The Klient Team 💙

Replace all your tools with Klient, Salesforce #1 PSA platform

Run your entire SaaS and consulting business on a single professional service automation platform native to Salesforce!

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TK
The Klient Team
The Klient Team brings you product updates, release webinars, and best practices for running professional services on Klient PSA — the 100% Salesforce-native PSA with AI agents. Follow along for the latest on projects, resources, billing, and Agentforce automation.
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About Klient PSA: Klient runs your entire services business inside the Salesforce you already own — projects, resourcing, time, and billing on one platform, with live margin on every engagement and no data to sync. Explore the Salesforce PSA built for professional services.

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