What are billing roles & how to add/ edit a billing role ?

Billing roles refer to positions or responsibilities within an organization that are focused on the billing process, which involves generating invoices, tracking payments, and ensuring accurate and timely billing for services provided by the company & its employees. Keka offers you the ability to add Billing roles which can then be used to define rates for their respective work hours.

Let us take a look at how can we Create a new Billing role.

Navigate to Project (1), then click on Resources (2) & select Roles (3). Under Roles, click on + Add Role (4) to add a new billing role.

On the Overlay window, enter the Name of the Role (1). You may add a description if you like. Then click on Add (2). 

In order to edit a Billing role, Click on the 3 dots (1) under Actions & select Edit (2).

On the Overlay window, enter the Edit of the Role (1). You may add/edit the description if you wish to. Then click on Update (2).