TABLE OF CONTENTS

• Introduction
• Adding a New Client on Keka PSA

Introduction

Clients are essentially organizations or entities whom you work with for various projects or initiatives. You can add clients to the PSA module on Keka and then create and assign projects to these clients. This feature helps you manage your relationship with your clients from within the Keka HR Portal. You can add specific rate cards for the client that applies across the various projects. You can also add and manage client contacts from this section on the portal. 

Adding a New Client on Keka PSA

Let us see how you can add a client to the PSA module on Keka. 

Navigate to the Projects (1) >> Clients >> Add Client (3). 

On the Create Client Window, fill in the following mandatory details: Client Name, Client Code, Client Manager, and Billing Currency. 

Client Code: Unique code to identify a client.
Client Manager: Point of contact between organization and client.

Client code and billing currency cannot be modified later.

You can also include optional fields such as Description and Billing Address. 

All these details are essential to identify the entity as a client and generate invoices. After adding the relevant details, click Create. 

This will finish adding a client to your Keka PSA portal. You now have to configure the details for this client and then you can begin adding projects to the client. 

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To take advantage of all the features, certain configurations are to be performed on the client you have just added. Here are the actions you need to do. 

Setup a rate card for the client

Add projects to clients

Add Client contacts