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.
}

Reading Time:

New innovations provide professional services organizations the easiest way to manage differentiated services with one unified platform.

Klient Software, a leading provider of professional services automation software delivering an intuitive and modern solution for professional services organizations today announced the latest release of Klient PSA, built 100% native on the leading cloud platform from Salesforce.

Introducing the Next Generation of Professional Services Automation

Klient PSA provides service organizations with a flexible, modern professional service platform that is quick to set up, easy to learn and can be customized to meet their needs today and in the future. New innovations for Klient PSA include:

Resource Management

It provides brand new functionality to easily search and compare both internal and external resources with an intuitive kanban style interface, comparing and filtering resources based on criteria including availability, rates, skills, teams, locations, practice and more –  enabling resource planners to search, compare, and propose multiple resources for further evaluation or booking to projects.   New Effort-Based scheduling allows resource planners to schedule based on percentage of work – taking into consideration any caps on project hours or time periods.

Proposal Management

The enhanced proposal management module enables the synchronization of project data back to the project after proposal updates or versions have been created – automatically synchronizing changes including resources, rates, costs, billing, and more.   Now you can create a Contract with a click of a button directly from a Proposal, including the creation of contract lines and project billing.

Contract Management

The new contract module delivers a complete contract management solution to track service contracts including contractual agreements, project billings and revenue methods, with the ability to create any number of contract lines to support multi-billing project scenarios or contracts that make up multiple projects with various billing and revenue models.

Punch Time Reporting – the latest release includes support for punch time entry – including the ability to automatically track clock in/outs on project and tasks, options for editing of punches, and complete support for mobile time entry to include punch time reporting.

Invoicing

The latest release include several new configuration enhancements including custom fields on layouts, summarization of multi-project invoices, support for line item taxation,

Expenses

Enhanced expense processing for those customers using multi-currency processing, now displaying the Exchange Rate used on the transaction with the ability for the user to override the posted Exchange Rate with the actual exchange rate imposed at the time of incurring the expense.

Integrations

New and enhanced integrations now deliver a seamless and real-time synchronization of project and billing data with 3rd party accounting and productivity suites including Sage Intacct, Sage Live, Oracle NetSuite OpenAir, Xero, QuickBooks, Microsoft NAV, Zendesk, Slack, and JIRA.

Curious to see Klient PSA in action?

Looking for a Klient PSA deep dive? Schedule a free demo with our team.

Get your “Psa made simple” free guide!

Do you know why a PSA platform is a must to grow your consulting business? Read the “PSA MADE SIMPLE” to discover 9 reasons why you should consider Klient PSA.

Categories

Related Articles
5 Ways to Reach 30-35 Billable Hours Every Week

5 Ways to Reach 30-35 Billable Hours Every Week

Billable hours are the lifeblood of any professional services organization. The more billable hours your consultants log, the more successful you'll be! But It's easier said than done... For a variety of reasons, consulting and professional services firms often don't...

© Copyright 2022 Klient, Inc. All rights reserved. (Various trademarks held by their respective owners)

SUCCESS PLAN  |  MSA  |  PRIVACY POLICY