Corporate & services ERP
Hours, projects and invoices — know which client, project and person actually makes money
Meezan ERP set up for a sample corporate & services business: its own documents, vouchers and WhatsApp automation. It plays by itself — click any screen to take over, or type your company name and press the button.
What the demo shows — 10 screens
- Partner dashboardBillable hours, utilisation, unbilled work and receivables — on one screen and on the partners' WhatsApp every evening.
- Engagement registerEvery live engagement with its fee type, contract value and what has been billed so far.
- Weekly timesheetOne consultant's week — every hour against a project and task, billable or not.
- Milestone tax invoiceA milestone invoice with Punjab sales tax on services — raised the day the client signs off.
- Receipt voucherThe client's payment booked with the income tax they withheld — the certificate is tracked until it arrives.
- Expense claimsStaff expense claims against projects — re-billable ones go on the next client invoice automatically.
- Project profitabilityFees earned against staff cost from timesheets and expenses — the loss-making project shows up mid-way, not at year-end.
- PayrollMonthly salaries with income tax and EOBI deducted — staff cost then charged to projects by hours.
- WhatsApp — partnersA partner approves an invoice and an expense claim from the phone and gets the evening report.
- WhatsApp — team & clientsStaff log hours by WhatsApp, and the client approves the timesheet before it is billed.
How Meezan ERP runs a corporate & services business
A services firm sells time, and time leaks: hours worked but never billed, a retainer that quietly turns into unlimited support, a project that runs over budget without anyone noticing. Meezan ERP ties every timesheet hour to a project, separates billable from non-billable work and raises retainer and milestone invoices with PRA or SRB sales tax on services. Receipts are booked with the withholding tax the client deducted, expense claims are re-billed where the contract allows, and every project shows its true profit after salaries.
Usual weak points
- Timesheets filled on Friday from memory — billable hours lost
- Milestone invoices raised late because nobody knows the milestone is done
- Withholding tax deducted by clients never matched to certificates
- Project profit unknown until the year-end — after the loss is made
How Meezan ERP covers them
- Projects and engagements with budgets in hours and rupees, retainers and milestones
- Daily timesheets on the web or WhatsApp — billable vs non-billable per person
- Tax invoices with PRA / SRB sales tax on services, receipts with WHT certificates
- Project profitability from timesheet cost, expenses and fees billed
The workflow, step by step
One system from the first document to the profit report — no re-typing between departments.
- 1Proposal & engagement
Client, scope, fee type (retainer, milestone, time & material), budget hours and rates per role.
- 2Team & timesheets
Staff assigned; hours logged daily against project and task, marked billable or non-billable.
- 3Milestones & approval
Milestone completion and timesheets approved by the project lead and, where needed, by the client.
- 4Invoicing
Retainer and milestone invoices with PRA / SRB sales tax on services; time & material billed from approved hours.
- 5Collection
Receipts booked with withholding tax deducted by the client; certificates tracked; reminders on WhatsApp.
- 6Payroll & profitability
Salaries with income tax and EOBI; staff cost charged to projects by hours; profit per project and client.
Modules used in corporate & services
Clients, contracts, fee types, budgets, rates per role and engagement letters.
Projects, milestones, tasks, assignments and budget vs actual hours.
Daily hours, billable vs non-billable, approvals, utilisation per person.
Retainer, milestone and T&M invoices, PRA / SRB sales tax, credit notes, aging.
Expense claims, re-billable expenses, receipts with WHT and tax certificates.
Payroll with income tax, EOBI and PESSI, project costing, P&L by client and the general ledger.
FBR-integrated invoicing · tax returns · WhatsApp approvals and reports · cloud or on your own server · built to your process
WhatsApp automation for corporate & services
The owner approves and gets reports on WhatsApp; staff, customers and suppliers send and receive their documents there — every message is posted in the ERP.
- Billable utilisation per person and team
- Unbilled work in progress by project
- Project profitability — budget vs actual
- Receivables aging and WHT certificates pending
- PRA / SRB sales tax return working
Want to see it with your own data?
We set up a demo for your business and show it on a call or at your office in Multan or Lahore.