Klient PSA 50.9: Task Management, Month-End Accuracy, and Public Project Workspaces in Salesforce

4 Powerful New Features in Our 50.9 release to transform your workflow

Klient PSA 50.9 focuses on removing the everyday friction that slows teams down like those repetitive edits, month-end corrections, and manual reporting cycles that quietly drain productivity. Each enhancement delivers cleaner workflows, more predictable operations, and better alignment across project management, finance, and client communication. Here is how these upgrades make an immediate, tangible difference for your team.

🔃 Banish Repetitive Clicks With Mass Update

Every project manager knows the pain of making the same update across dozens of tasks. A simple change like a due date adjustment, a role update, a corrected value can quickly turn into a time-consuming, error-prone routine.

Mass Update changes that dynamic completely. Instead of opening tasks one by one, you can now select as many as needed and apply the update in a single action. The process feels natural: multi-select, right-click, update, done. It’s fast, consistent, and eliminates one of the most frustrating parts of task management in Salesforce.

This new feature directly improves schedule accuracy and frees PMs to focus on more valuable work. Whether you’re realigning an entire project phase or correcting a misconfigured field across hundreds of tasks, what once took minutes or hours now happens in seconds.

Explore the Klient PSA feature spotlight archive.

🗓️ The Magic of Seamless Month-End Timesheets

Timesheets that stretch across two months are a classic source of financial headaches. Normally, the burden falls on consultants to split their entries or on finance teams to clean them up later. Leading to inconsistent reporting and avoidable errors.

In this release, Klient PSA introduces an elegant fix: the system now handles the split automatically. Users still work with a single, simple weekly row, while the platform quietly creates the correct monthly records behind the scenes. Even better, dates outside the active month appear greyed out, so consultants always know what they can edit.

This single improvement removes one of the most common month-end pain points:

– Finance teams get clean, accurate periodization every time.

– Consultants keep their familiar workflow.

– Management gain better visibility into true utilization and billing.

💰 A New Level of Flexibility With QuickBooks Bill Sync

For many organizations, vendor Bills originate inside QuickBooks. Until now, that meant project expenses weren’t always reflected accurately in Salesforce, creating disconnects between delivery data and financial records.

Release 50.9 bridges that gap by introducing a two-way Bill sync. You can now pull Bills directly from QuickBooks Online into Klient PSA as Expenses, ensuring that project costing reflects real vendor activity without double entry. The system automatically avoids duplicates and keeps a complete log of each sync event, giving accounting teams full confidence and clear auditability.

This enhancement strengthens your financial foundation.

Project margins become more accurate.

Expense reconciliation becomes faster.

Both finance and delivery teams work from the same source of truth, instead of stitching together data from two systems.

💰 Share Project Progress Securely With Public Workspaces

Clients increasingly expect real-time visibility, but traditional sharing methods either require too much manual work or expose more system access than you’re comfortable giving. This read-only link is designed to solve that tension.

You can now generate a secure, read-only preview that shows your project workspace exactly as you want it to appear. Clients or partners can follow progress, review priorities, and stay aligned. Without a login, without a license, and without changing your internal views.

* If needed, presets let you control precisely what information is visible.

Status updates become faster. Alignment improves. And your clients stay connected to the project without needing full system access.

Ready to See it in Action?

Release 50.9 is built to make day-to-day work smoother, from fast project adjustments to cleaner month-end workflows, more accurate financials, and effortless client transparency.

If you’d like to dive deeper into these improvements, you can join our next product update webinar or request a personalized demo.

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

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