How does the new Mass Update feature improve task management in Klient PSA?

The Mass Update feature allows project managers to edit multiple tasks at once directly inside the Salesforce-native Workspace Grid. This eliminates repetitive manual updates, reduces data inconsistencies, and helps teams realign schedules or assignments in seconds instead of minutes.

What problem does the automated month-end timesheet split solve?

When a work week spans two months, teams traditionally face billing and reporting issues. Klient PSA 50.9 automatically splits the timesheet on save, ensuring accurate periodization for finance while keeping the user experience simple and unified for consultants.

How does QuickBooks Bill Sync help finance teams using Klient PSA?

The new two-way integration allows Bills created in QuickBooks Online to sync back into Klient as Expenses. This keeps financial data aligned across systems, prevents duplicate entries, and improves margin tracking for project-based organizations.

What can clients see in the new Public Project Workspace?

The Public Project Workspace provides a secure, read-only link that displays real-time project progress without requiring a Salesforce login. You can control which fields appear through presets, ensuring stakeholders see only the information relevant to them.

KLIENT FEATURE SPOTLIGHT

Bulk Edit Tasks Faster in Salesforce: Introducing Mass Update Fields in Klient 50.9

Published on December 16, 2025.

Update Hundreds of Tasks in Seconds

Managing projects in Salesforce just got faster. The new Mass Update Fields feature in Klient PSA 50.9 lets you bulk update multiple tasks directly from the Workspace Grid. No more opening each task one by one.

In just a few clicks, you can select all relevant tasks, right-click, and choose “Mass Update [Field Name]” to instantly adjust due dates, values, statuses, or assignments across your entire project.

🎬 See It in Action

Watch how quickly you can bulk edit tasks in Klient PSA.

When You’ll Use It

Adjust timelines instantly — update due dates across a project phase when schedules shift.
Reassign team members quickly — change roles or assignments in one action.
Clean up data in bulk — correct misconfigured values or standardize picklists across projects.

Why You’ll Love It

Save hours of admin time. Bulk edit due dates, roles, or numeric fields for multiple tasks at once.
Stay accurate and consistent. Every update applies instantly across all selected tasks, ensuring clean project data.
React faster to change. When project timelines shift or staffing changes, update everything in seconds without breaking flow.

Built for Busy Project Teams

Whether you’re rescheduling a project phase or fixing a misconfigured field, Mass Update eliminates repetitive clicks and improves accuracy. It’s a faster, smarter way to keep your project data aligned — all without leaving the Workspace.