Klient PSA 50.5: Automate Scheduling, Timesheets & Expenses in Salesforce

Why Automation Matters for PS Teams on Salesforce

Manual project updates, late timesheets, and mismatched expenses aren’t just annoyances — they quietly erode profit margins and slow your team down. For most consulting and SaaS professional services firms, these gaps delay invoices, cloud forecasts, and tack on hours of admin work each week.

Klient PSA 50.5 zeroes in on these problems. Built 100% native on Salesforce, it gives you new ways to keep your entire delivery operation in sync — automatically. That means fewer manual steps, more reliable data, and ultimately, faster billing and happier clients.

What’s New in Klient PSA 50.5

This release tackles some of the biggest delivery bottlenecks with:

✅ Automated workflows that keep your project plans, timesheets, and expenses aligned without constant oversight.
✅ Smarter usability & localization, so global teams see dates, currencies, and Gantt views exactly the way they expect.
✅ Deeper financial alignment, ensuring what’s in QuickBooks precisely matches your PSA — down to each expense line.

Every improvement is designed to cut down the manual work that slows your team, so they can focus on delivery and growth. Want all the details? Check out the podcast episode, release notes, and FAQ on this page.

Automate Project Scheduling in Salesforce

When a client changes priorities or a task slips, it often triggers a messy chain: manually realigning dependent tasks, emailing updates, double-checking your forecast. Those delays cost more than time — they mean overlooked bottlenecks and misallocated resources.

With Klient 50.5, updates to a parent task automatically adjust all linked tasks. You won’t have to remember to click “Reschedule” or track down who’s impacted. Your Gantt charts, forecasts, and resource plans stay accurate by default. Less timeline babysitting, more predictable delivery.

Simplify Timesheet Management with Automation

Time tracking is essential for cash flow, but getting accurate & on-time timesheets is always a struggle. Klient 50.5 delivers two big automation wins:

• Auto-submission for PTO & holidays: If someone’s out all week, their timesheet submits automatically. No follow-ups. No blocked invoices.

• Streamlined entry: Better keyboard shortcuts, search in the Project/Task field, and faster comment popups mean your team logs hours in less time — without toggling from mouse to keyboard.

The payoff? Less friction for consultants, fewer reminders for managers, and invoices that go out right on schedule.

Keep Expenses in Sync. Automatically in Salesforce

Few things slow down finance like hunting down mismatched expenses. Manually exporting, reconciling, and fixing line items drains hours and invites costly errors.

Now, with Klient 50.5, purchases in QuickBooks can automatically create or update expenses in Klient. Each amount, billable status, and vendor ties up neatly — with synced QuickBooks IDs so future invoices link back exactly. Less double entry, fewer audit headaches, and more confidence that your invoices are bulletproof.

Measure What Matters: NPS, CSAT & Emoji Feedback

Great service teams don’t guess, they measure. Klient PSA has always supported best-practice surveys like NPS and CSAT to help you track client sentiment with consistency and rigor.

Now in Klient 50.5, we’ve added emoji-based survey questions for embedded emails — a faster, more intuitive way to capture feedback at key moments. Clients simply click 😊 😑 😒, and their response is instantly logged.

👉 See how surveys drive better project outcomes: Boost Project Success & Engagement: The Power of Project Surveys

The Benefits for Consulting & SaaS Teams

Klient 50.5 is all about removing the hidden costs dragging on your business. By automating project scheduling, timesheets, and expenses right in Salesforce, you get:

✅ Invoices out faster, since timesheets and expenses handle themselves.
✅ Healthier project margins, thanks to schedules that stay aligned without constant manual checks.
✅ Accurate forecasts, because delivery data updates in real time.
✅ Audit-ready records, with every expense traceable straight to QuickBooks.

That’s more revenue, fewer write-offs, and teams focused on high-value work  instead of chasing down admin.