What are the key improvements delivered in the 50.7 release?

The 50.7 release introduces significant enhancements across three core areas: the Project Status Report, financial tracking, and resource management. The Project Status Report now boasts consistent formatting, professional presentation, and error-free rendering across both on-screen and PDF outputs. Financial tracking has been upgraded with new Cost & Revenue fields across projects, tasks, and assignments, providing deeper insights into scheduled, logged, estimated, and remaining values. Finally, the Resource Planner & Requests page now features standardized, intuitive color coding defaults for clearer insights and consistent resource planning.

What new capabilities are available for Cost & Revenue tracking?

The release significantly expands and improves cost and revenue tracking across Projects, Tasks, and Task Assignments. It introduces new and updated fields for Scheduled, Logged, Estimated, and Remaining Costs & Revenues at all three levels. Automatic calculations for variances and completion metrics provide a more accurate picture of progress, while consistent roll-ups aggregate values from assignments to tasks to projects. This also simplifies the tracking of hours, billable rates, and cost rates, ensuring financial data is clear and up to date.

What changes have been made to the Resource Planner & Requests page?

The Resource Planner and Resource Request pages now feature standardized color-coding and defaults for availability. The Availability View explicitly supports ranges for “Less Than 0” (Red), “Equals 0” (Yellow), and “Greater Than 0” (Green) in both “Resource (Availability)” and “Resource (Remaining Availability)” views. The Resource Request page defaults to “Resource (Remaining Availability),” and the label is updated to “Resource Color Coding (in %)” across all planner views. Users can also edit thresholds, apply changes, save them as presets, and reset to system defaults, ensuring consistent use of color-code values.

Promotional graphic for Klient PSA v50.8 highlighting new features to log time from Google Calendar and automate project scheduling in Salesforce.

KLIENT FEATURE SPOTLIGHT

Klient PSA 50.8: Log Time from Google Calendar & Automate Project Schedules

Published on November 3, 2025.

Release 50.8 introduces a smarter, more connected way to manage projects, time, and financials. This release is helping consulting firms and SaaS delivery teams save time, improve visibility, and strengthen operations on Salesforce.

📅 Log Time from Google Calendar in Salesforce

Time tracking just got easier. You can now connect Google Calendar directly to Klient PSA and log time from meetings without leaving My Timesheet.

The new Calendar Sync Settings panel lets you:

Add, manage, or reauthorize calendar connections.
Toggle which calendars are visible in Klient.
Instantly sync events for faster, more accurate time capture.

✅ Benefit: Stop switching between apps. Every meeting can become a billable time entry in seconds.

Looking for earlier updates? Explore the Klient PSA feature spotlight archive.

🕓 Redesigned My Timesheet for Clearer Utilization Tracking

The redesigned My Timesheet brings a modern look, faster navigation, and built-in performance indicators.

Color-coded daily totals: Green / Yellow / Red for real-time compliance visibility.
Smarter utilization metrics that highlight if you’re meeting or missing targets.
Simplified inputs and interactions that match Salesforce’s modern UI.

✅ Benefit: Instantly know where you stand on utilization, compliance, and workload all in one view.

📆 Automate Project Scheduling with Project Transpose

Managing shifting timelines is now effortless. With Project Transpose, project managers can move entire project schedules or task branches while maintaining dependencies and durations.

Choose between:

Transposing to a specific date, or
Shifting by days, weeks, or months

And because it’s available as an invocable Apex action, you can embed it in Salesforce Flow automations for instant schedule adjustments.

✅ Benefit: Save hours of manual recalculation while keeping project plans consistent and accurate.

💰 Smarter Expense Management with QuickBooks Integration

Finance teams can now control and customize how expenses sync with QuickBooks.
Release 50.8 introduces:

On-demand syncing to replace webhook-based automation.
Configurable receipt uploads (optional).
Automatic vendor creation to prevent duplicates and ensure consistent data.

✅ Benefit: Faster, cleaner, and more accurate financial reconciliation between Salesforce and QuickBooks.

Ready to See it in Action?

See it live: Register for our next live product update webinar

Request a personalized demo

AUDIO SUMMARY

Feature Spotlight Unplugged: Release 50.8

by Klient PSA

Screenshots

Release 50.8 FAQ

How do I log time from Google Calendar in Klient PSA?

With Klient PSA 50.8, you can now connect your Google Calendar directly to Klient and log time entries from your calendar meetings inside My Timesheet. Once connected through the new Calendar Sync Settings, your meetings automatically appear in Klient PSA — simply select a meeting and convert it into a time entry. This makes Salesforce time tracking faster and more accurate than ever.

What’s new in the redesigned My Timesheet?

The new My Timesheet introduces a modern interface with color-coded performance indicators. Each day’s logged hours are now visually marked as green, yellow, or red, helping users instantly see if they’re meeting utilization goals. This update improves both time tracking accuracy and overall user experience for professional services teams running on Salesforce.

How does Project Transpose help with project scheduling?

Project Transpose allows project managers to shift entire project schedules or task branches automatically, without breaking dependencies. You can move projects to a specific date or adjust by days, weeks, or months. It’s also available as an invocable Apex action, meaning teams can automate scheduling in Salesforce Flow for smarter, faster project governance.

What improvements were made to the QuickBooks integration?

Klient PSA 50.8 introduces major upgrades to QuickBooks synchronization, giving finance teams more control and reliability. You can now perform on-demand purchase syncs, manage receipt file uploads, and automatically create vendors in QuickBooks to avoid duplicates. These enhancements streamline expense management and ensure your Salesforce and QuickBooks data stay perfectly aligned.