MetaPro

MetaPro - Mircosoft Dynamics 365 Business Central for Professional Services

Tracking the time spent on projects for billing, resource allocation, hours, subcontractors, and timesheets can pose a challenge for professional service organizations, especially when utilizing multiple systems that lack integration or alignment with business requirements. Whereas, MetaOption offers a comprehensive ERP software solution that is both flexible and reliable, ensuring seamless integration and providing project planning and accounting software solutions. 

Our solution, MetaPro, is designed to handle the complexities of job costing, analysis, and billing for midsize to large project-based professional services firms. This means you can get a custom system that provides quick access to your data and can handle multiple tasks while taking your company's specific needs into account. In addition, we can implement a business intelligence tool that will assist you in making critical decisions to drive growth and profitability. It allows you to manage contractors more efficiently. 

Giving organizations what they need to succeed 

1. Easy Expense & Payroll Management: You may reduce administrative costs and improve project cost visibility by customizing payroll periods (weekly, bi-weekly, monthly, and semi-monthly) and expense monitoring directly through timesheets with MetaPro. 
2. Improved Project Management: Provide managers the authority to maintain project progress. Quick approvals result in happy clients, less errors, and quicker billing.
3. Customized the Timesheet Visibility: With MetaPro, you can select whether each resource may view all jobs in the system or just the tasks and jobs they have been allocated when completing the timesheet. 
4. Effortless Project Launch: With automatic job creation, quickly turn sales quotes into ongoing projects while guaranteeing a seamless transition and reliable data. 
5. Accuracy in Project Costing: When posting a timesheet for a resource in MetaPro, you can designate a Labor Posting Group that chooses which Income Account to create entries for. 

For project- and service-driven organizations in all industry areas, MetaPro is ideal for:

• Consultancy
• Govt. Contractors
• Staffing
• Engineering & Architecture
• IT services

View Our Entire Selection of Features for MetaPro

Expense Summary 

The resource can use designated company-specific expenses in the timesheet after they are entered into the system. 

Pay Periods -  weekly, bimonthly, monthly, and semi-monthly

You can choose weekly, bimonthly, monthly, and semi-monthly pay periods for the fiscal year using the system.  You can choose the pay period that best suits the demands and specifications of your business. 

Options for Resource Categorization 

Resources can be categorized as hourly rate, subcontractor, or monthly salary. 

Document your Expenses 

Each resource has the capacity to log costs, and the system offers a setup that allows for control over timesheet completion. 

Limit the Visibility of the Timesheet 

Every resource has the capacity to record costs, and the system can be configured to govern how the time sheet is filled up.  

Personalized labor Posting Groups 

The Labor Posting Group that you designate in the system dictates which Income Account gets entries made when a resource posts their timesheet. 

Resource Payment according to Type of Employee 

The approach allows for the definition of hourly and monthly salaried rates based on the relevant pay period. 

Managing Job Tasks and Resource Eligibility 

The eligibility of resources, such as who is capable of carrying out particular job duties, can be managed by the system. 

Setting Up Contract Numbers for Tasks 

On the jobs, the primary and secondary contract numbers can be specified. 

Enters the cost of the job task in the timesheet. 

Any costs spent while carrying out a particular assignment might be noted on the timesheet. 

The Supervision of Resource Managers 

Resource managers have access to submitted expenditure reports and time sheets. He can also accept or reject the time sheets that the resources have supplied. 

Create Jobs directly from your sales quotes 

A sales quote can be used by MetaPro to create a job. Moreover, users can choose a Job Type from the Sales Quote, in which case a new Job Type will be generated. 

Reports on Back Orders 

The order of the items in this report is based on the order in which they were checked. It describes any modifications brought about by backorder management in terms of date and quantity. 

Microsoft Dynamics 365 Business Central provides a robust framework upon which MetaPro is constructed. Business Central seamlessly integrates with popular applications like Word, Excel, and Outlook.  The best of both worlds can be achieved by uniting the capabilities that are industry-specific to MetaPro with the fundamental characteristics of Business Central to create a comprehensive professional services management system.  We can ensure that you are getting a system that is specifically tailored to your needs, simple to set up, and offers insights for the most effective project costing and billing because of our extensive experience implementing MetaPro in a variety of professional service organizations.