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ERP for Professional Services – MetaPro

MetaPro

ERP for Professional Services

Managing People, Processes, and Systems with MetaPro, which is seamlessly integrated with the Microsoft Dynamics 365 Business Central.

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MetaPro enables professional service firms to streamline operations, maximise profits, and make data-driven decisions – an all-in-one solution for your company

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.


Business Central brings the following
Benefits to your organization

As a reputed Dynamics 365 Business Central partner MetaOption has expertise working with the older versions of Dynamics NAV. Our experienced Dynamics 365 consultants will assist you in utilizing the features of Microsoft Dynamics 365 Business Central and at the same time optimize your business to render exceptional results.

  • Streamlining business processes through automation thereby enabling stakeholders to focus on more insight-driven tasks.
  • Managing resource utilization, better finance planning, ascertaining how much costs needed to be shelled out at any given point of time.
  • Better project control by tracking information and visualizing project estimates easily. Can also review commitments without losing sight.
  • Minimize write offs by giving customers access to a real time portal allowing them to view the status of their account and pay their bills.
  • D365 Mobile app to enter time and expenses while out of the office.
  • Business Intelligence – Leverage Power BI to create dashboards that provide your team with real-time information that allows you to view information such as actual vs budget and profitability by project.

Explore our Comprehensive Range of Purpose-built Functionality

Expense List

Company-specific expenses can be defined in the system and then used in the timesheet by the resource.

Pay Periods

The system allows you to define different types of pay periods (weekly, biweekly, monthly, and semi-monthly) for the fiscal year and select the pay period that best meets your company’s needs and requirements.

Resource Categorization Options

Resources can be classified as monthly salaried, hourly rate, or subcontractors.

Ability to Record Expenses

Every resource has ability to record expenses while filling the time sheet can be controlled through a setup available in the system.

Control Timesheet Visibility

Every resource has the ability to record expenses, and filling out the time sheet can be controlled using a setup in the system.

Customizable Labor Posting Groups

In the system, you can define a Labor Posting Group, which determines the Income Account to which entries are generated when a resource’s timesheet is posted.

Resource Wages for the Employee Type

Monthly Salaried and Hourly Rates can be defined in the system based on the applicable pay period.

Controlling Resource Eligibility and Job Tasks

The system can manage resource eligibility, such as who is qualified to perform specific job tasks.

Establishing Contract Numbers for Jobs

The primary and secondary contract numbers can be defined on the jobs.

Records Job Task Expenses in the Timesheet

Expenses incurred while performing any job task can be recorded on the timesheet.

Resource Managers’ Oversight

Resource Managers can review submitted time sheet records and expenses. He can also approve or reject the resources’ submitted time sheets.

Job from Sales Quote

MetaPro has the ability to generate a Job from a Sales Quote. Users can also select a Job Type from the Sales Quote, and the corresponding Job Type will be created.

Back Order Reports

This report displays order items arranged according to their checking sequence. It details any changes in both date and quantity caused by backorder handling.


MetaPro is built on the rock-solid foundation of Microsoft Dynamics 365 Business Central. Business central is a powerful ERP system that easily interfaces with well-known programmes like Word, Excel, and Outlook. By combining the essential features of Business Central with the industry-specific features of MetaPro, you can benefit from the best of both worlds and have a complete professional services management solution. Our experience deploying MetaPro in a wide range of professional service organisations guarantees that you will receive a system that is specially designed for your requirements, easy to set up, and provides insights for the best project costing and billing.

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Extend the power of Business Central with MetaOption Dynamics 365 Business Central Extensions

MetaWMS

Advanced Warehouse Management System

  • Bin
  • License Plating
  • 1D/2D Barcode and Label Printing
  • Put Away and Pick
  • Cycle Counting
  • Warehouse Receipt and Shipping
  • Shipping with Integration to Multiple Carriers

MetaDocs

Document Management System

  • Drag & Drop documents from Outlook
  • Document Storage
  • Document Search
  • Document Accessibility
  • Seamless Integrations
  • Document Sharing
  • Disaster Recovery

MetaShip

Packing and Shipping Solution

  • Order Processing
  • Shipment Tracking
  • Carrier Integration
  • Shipping Label Generation
  • Multi-Carrier Support
  • Rate Shopping
  • Address Validation
  • Return Management
  • Warehouse Integration
  • Reporting and Analytics

Vendor Portal

Vendor Platform System for Buyers and Suppliers

  • Order and Invoice Management
  • Real-Time Communication
  • Product Catalog and Pricing
  • Payment Status and History
  • Document Uploads
  • Performance Metrics
  • Automated Alerts

Want to learn more about streamlining your processes, making smarter decisions, and accelerating growth with Dynamics 365 Business Central?

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See how MetaOption can help transform your business with Microsoft Business Applications