NGOs & welfare ERP
Every rupee traced from the donor to the beneficiary — fund by fund, project by project
Meezan ERP set up for a sample ngos & welfare 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
- Director dashboardDonations, fund balances, disbursements and beneficiaries — on one screen and on the director's WhatsApp every evening.
- Donation receiptEach donation split by fund — zakat, sadqa and restricted sponsorship — with the tax exemption details the donor needs.
- Fund balancesFund-wise accounts — what came in and went out of each fund, so restricted money is never spent on something else.
- Grant budget vs actualThe grant's budget line by line against what has been spent — the over-spent line shows up before the donor asks.
- Beneficiary registerRegistered beneficiaries with CNIC verification — support is paid only after the family is verified.
- Field petty cashThe field office spends from an imprest — every bill charged to a project, and the cash topped up only against bills.
- Payment voucherA project payment to a contractor — charged to the grant's budget line, with income tax withheld before the bank transfer.
- Donor reportThe quarterly donor report — targets against achievement and money used, straight from the books and the field entries.
- WhatsApp — directorThe director approves a project payment and gets the daily report on WhatsApp — no login needed.
- WhatsApp — donorsDonors tell the trust how to use their money, get a receipt in minutes and hear back about the child they sponsor.
How Meezan ERP runs a ngos & welfare business
A welfare organisation lives on trust: a zakat donor wants to know zakat went only to the deserving, a grant donor wants every rupee against its budget line, and the tax authorities want clean books to keep the exemption. Meezan ERP keeps fund-wise accounts — zakat, sadqa, general and restricted grants — with donation receipts, project budgets against actual spending, the beneficiary register and disbursements, field office petty cash and donor reports. The director sees every fund's balance every day and every donor gets a proper receipt within minutes.
Usual weak points
- Zakat, sadqa and general donations mixed in one bank account and one ledger
- Donation receipts written by hand, late, and without the tax credit details
- Grant spending compared with the budget only when the donor asks for a report
- Field offices spend petty cash for weeks before bills reach head office
How Meezan ERP covers them
- Donor records and donation receipts by fund — zakat, sadqa, general, restricted
- Fund-wise accounting so restricted money is spent only on its purpose
- Project and grant budgets against actual spending, line by line
- Beneficiary register with CNIC verification, disbursements and field office petty cash
The workflow, step by step
One system from the first document to the profit report — no re-typing between departments.
- 1Donation
Donation received by bank, cash or online; donor and fund recorded — zakat, sadqa, general or a restricted project.
- 2Receipt
Numbered receipt with fund, amount and tax exemption details sent to the donor on WhatsApp the same day.
- 3Budget & approval
Every payment charged to a fund and a project budget line, approved by the director before release.
- 4Beneficiaries
Families registered with CNIC verification and need assessment; support approved per category.
- 5Disbursement & field
Monthly support, relief items and project payments; field offices on imprest petty cash.
- 6Donor reporting
Fund statements, budget vs actual and activity reports per donor and per project.
Modules used in ngos & welfare
Individual and corporate donors, pledges, recurring sponsorships, bank and online collections.
Donation receipts, tax exemption certificate details, tax credit statements for donors.
Zakat, sadqa, general and restricted funds; inter-fund transfers; fund-wise balance sheet.
Grant agreements, budgets, tranches, budget vs actual, utilisation certificates.
Registration, CNIC verification, eligibility, support schedules, disbursement history.
Imprest petty cash, field expenses, staff payroll with income tax and EOBI, withholding on payments.
FBR-integrated invoicing · tax returns · WhatsApp approvals and reports · cloud or on your own server · built to your process
WhatsApp automation for ngos & welfare
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.
- Fund-wise balances — zakat, sadqa, general, restricted
- Donations by donor, fund and month
- Project budget vs actual with utilisation %
- Beneficiaries supported and amount disbursed by category
- Donor reports and annual statements for the tax exemption file
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.