MOCO Features as a List
Here you will find a simple list. Looking for the illustrated user manual?
Project Management
- Projects Client & Internal
- Customizable project list with selectable columns, sorting, etc.
- Distinction between Effort-based or Fixed-price invoicing
- Retainers and Hourly Quotas
- Project Groups for Subprojects & Subtasks
- Link External Project
- Filtering by Project Manager or Labels
- Budget Control (Effortless and Invoiced) and Display of Currently Billable Items across all Projects
- Automatic or Manual Project Numbering
- Definition of Standard Services and Standard Hourly Rates
- Hourly Rate by Service, Position, or Uniform (presettable)
- Customizable Timesheet
- Mark or Categorize Projects with Labels
- Assignment of Individual Employees or Teams to the Project
- Budgeting Project, Personnel, Services
- External Costs, Personal Expenses, Travel Expenses, etc. (in MOCO Additional Services)
- Budgeting Additional Services
- Predefining Additional Services
- Centrally manage additional services
- Transfer additional services from proposals to projects
- Report: Hours, Activity, Budget, Profitability & more
- Share report – e.g., with a client
- Custom fields available
- Note-taking and file upload
- Smart Filters
- Excel export for projects
Clients, Suppliers, Companies
- Excel import for companies
- Categorize or tag with labels
- Automatic or manual client numbering
- Export options for clients, suppliers, "Other companies"
- Define different payment terms (footer text, discount, etc.) per client
- Different price list
- Overview of all invoices for the client
- Overview of all invoices for the client
- Overview of all sales activities (leads and proposals) for the client
- Customizable timesheet
- Overview of all company or client contacts
- Custom fields available
- Client report
- Notes/history for the client
- English optional (invoices, proposals, email dispatch)
- Note-taking and file upload
Contacts
- Data import for contacts
- No company "container" needed
- Group and Tag
- Comments/Notes with Attachments (History)
- Assignable to Companies (Optional)
- Personalize
- Access on the Go
- Excel Export for Newsletters, Mail Merges, etc.
- Phone System/Softphone
- Automatic Note for Calls via clinq
- Birthdays
Personnel Management
- Grouping into Teams Possible
- Custom Fields Possible
- File Upload
- Individual Access Rights per User
- Internal Hourly Rate (for Profitability Calculation)
- Leave Requests
- Custom Fields for Leave Requests
- Carry Over Remaining Leave
- Leave Account
- Home Office Documentation
- Time Tracking Report, Billability
- Customizable Timesheet
- Report: Billability, Activities
- Set Target Hours Individually (Especially for Part-Time)
- Target-Actual Report
- Time account for individual adjustments
- Carry over overtime to the new year with one click
- Export employee list
- User switch – possible with "Personnel" rights
- Note-taking option for individual employees
- Record personal expenses or send via email to MOCO
- All assigned projects are listed under "Projects" for the employee
- Access to personal notifications, personal expenses, vacation account via the iOS and Android app
Settings
- Profile settings for personal data, language, notifications, working hours
- Account settings: General, account owner, currencies, account, custom fields, numbering circles, 2FA, email dispatch
- Define standards for services: services, additional services, hourly rates, internal hourly rates, catalog
- Layout: formatting, font, letterhead (incl. logo, sender data UID), info fields, labels
- Various settings for leads and proposals
- Project presets, activate project groups
- Presets for planning and absence management
- Time tracking settings
- Settings for invoices and reminders – including QR invoice
- Settings for expenditures: categories, activate personal expenses, fixed costs
- Different fiscal year
Personal Profile
- Language settings: German / English / French / Italian / Spanish
- Upload profile picture
- Set new password
- Choose notification options
- Overview of assigned projects
- Vacation overview
- Target-Actual Comparison
- Personal Expense Recording
- Comprehensive Timesheet Report
- Personal API Key
- Personal Export of Planning for an External Calendar
- Personal Mobile App for Time Tracking, Target-Actual, and Messages
General
- Search across the entire account (Magnifying glass or Shift + 7)
- Various Notification Options
- Notify an Employee via the Note Area with @Name
- Display and insert variables with "{" including preview
- Shortcuts / Keyboard Shortcuts
- Labels for Categorizing or Tagging in Almost All Places
- The reports can be adjusted to an individual fiscal year (please contact support for this)
- 2-Factor Authentication
- Various Data Import Options
Integrations & API
- API Interface/Key
- Web Hooks
- 2-Factor Authentication (2FA) via Authenticator App – with Additional Alternatives like Touch ID, Yubikey, Face ID etc.
- Connect Tools via Zapier or Make
- Integration of Task Management and Collaboration – e.g., Clickup, Trello, Asana, etc.
- Quick Access Time Tracking
- Automatic Check-in Time Tracking via Button, RFID, Wifi, Localization
- Connect FRITZ!Box Telephone System
- Browser Telephony via clinq (sipgate)
- Directly Connect 3CX VoIP Softphone/Telephone System
- Auto-fill Company Data from Google
- Many More Integrations
Accounting
- Pre-accounting of outgoing and incoming invoices
- Payment reconciliation for outgoing invoices with camt file
- Direct bank connection
- Payment orders for incoming invoices
- Manage debtor and creditor numbers
- Manage expense and revenue accounts
- Manage tax keys
- Automatic Transfer to DATEV Unternehmen online – Incoming and Outgoing Invoices
- Cost centers for direct transfer to DATEV Unternehmen online (KOST1 and KOST2). Incoming and outgoing invoices
- Accounting Export DATEV Format – Incoming and Outgoing Invoices
- Neutral Accounting Export – Incoming and Outgoing Invoices
- Accounting Export BMD – Incoming and Outgoing Invoices
- Custom Extension of Neutral Export via Own Fields
- Zapier Trigger for Automatic Transfer of Bookings (e.g., for Run My Accounts)
Proposals
- Create Proposals
- Proposal Templates
- Predefine and Insert Items
- Invoice Proposal
- Edit, Copy, Move, Delete Proposals
- Variables for Standard Texts
- Images in Proposals
- Item Group (Individual Prices Not Displayed)
- Cost Calculation
- Live Info during parallel processing
- Attachments
- Proposal status sent, confirmed, etc.
- Note-taking capability
- Direct email dispatch
- When sending an email or changing status, the details are saved as a comment under "Notes"
- Proposal confirmation
- Delivery note
- Order confirmation
- Excel Export Proposals
- Show net amount only
- Proposals with price range or without definitive final amount
- With change log
Lead Funnel (Acquisition)
- Generate new business from existing clients
- Capture leads
- Collaborate and hand over
- Individually definable lead stages/probabilities
- Smart Filters
- Resubmission
- Customize leads with labels and custom fields
- Comments, file upload, history
- Leads & capacity planning
- Convert lead into a project
- Invoice proposal without project
- Volume and weighted volume - total and per month
- Overview page for all sales activities
- Filter and evaluation of completed leads
- Exports
Time Tracking (Project Hours)
- Time tracking for client projects and internal projects
- Time entry in various formats
- Time tracking on the go via smartphone (iOS, Android)
- Share time entry (example: meeting)
- Use tags and IDs
- Autocomplete tags
- Stopwatch
- Running stopwatch displayed in browser tab
- Differentiation between billable and non-billable hours
- Display of available remaining hours in time tracking
- Global timesheet, filterable & sortable
- Client, project, person timesheet (PDF, Excel, CSV)
- Review, correct, reassign time entries
- Target-Actual overview and analysis
- Time tracking for another person
- Round time entries to 15 or 5 minutes
- Various time formats available
- Time tracking for planned projects
- Time tracking for favorites
- Time tracking for calendar appointments
- Quick Access Time Tracking
- Lock time tracking retroactively (period lock)
- Adopt services from proposals for time tracking
Work Time Tracking (Start, End, Breaks)
- Time tracking additionally activatable
- Predefine and automate time tracking
- Time tracking with free iOS and Android app
- Time tracking via button, NFC, terminal, etc.
- Fill project time with work hours
- Document home office
- Time tracking summary, exports per person
- Comprehensive time tracking report for all personnel with export
- Compliance with legal requirements or rules
Invoicing / Invoice Creation
- Individual automatic or manual invoice numbering
- Overview page highlighting necessary actions
- Overview of all invoices, filterable
- Overview of issued invoices for a month including total
- Invoice based on effort (including timesheet)
- Detailed invoice option (individual items with details)
- Monthly invoice option (services per month)
- Compact invoice option (summarized services)
- Partial and final invoice
- Collective invoice (cross-project)
- Create invoice from proposal
- Create individual invoice
- Create invoice without project
- Mass invoice creation
- Copy invoice across
- Move/assign invoice
- Discounts, Total Discount/Surcharge or Individual Discount/Surcharge Possible
- Custom Surcharge or Discount
- Discount on Total Amount
- Subtotal and Intermediate Total
- Attachments (Receipts, Timesheet, Custom)
- Email Dispatch, Bulk Mailing
- Delivery Note
- Manage Debtor List
- Record Payments for Invoice
- Partial Payments
- Automatic Overdue Notice (Optional Info Email)
- Reminders, Reminder Levels
- Collection Service
- Cancellation
- Custom Fields
- Overwritable Standard Text (Salutation/Footer)
- Variables for Standard Text
- Invoice Texts Can Be Formatted
- Export Invoices as Excel
- Batch Download Invoices
- Notes & Communication for Invoice
- Traceable Email Dispatch and Status Changes
- Change Log
- QR Invoices and eBill for Switzerland
- XRechnung
- Payment Reconciliation camt
- Mark multiple invoices as paid
- Service Catalog
- Accounting Options
Expenditures
- Incoming Invoice Entry
- Batch Upload Receipts
- Email to Inbox
- Swiss QR invoices are automatically read
- Text Recognition or OCR for Receipts
- Split Incoming Invoice into Items
- Automatic Payment via Transfer Order
- Record payments manually – individually or in batches
- Record and evaluate budgets/cost centers and categories/expense accounts
- Record Fixed Costs (without receipts)
- Invoice Approval
- Automatic Approval Request for Certain Amounts
- Assign Expenditure to One or More Projects
- Allocate costs to projects, define markup
- Select receipts as attachments to invoices
- Assign multiple expenditure items to a project additional service.
- Filtering
- Batch Download Receipts
- Export Incoming Invoices (Entry and Archive)
- Incoming invoices with change log
- Multi-selection
- Full integration of Pliant credit card solution
- Mark and evaluate expenditures for KSK
- Expenditure Forecast
- Record orders and match with incoming invoices
Capacity Planning / Resource Planning
- Holidays, Vacation, and Other Planned Absences
- Record Illness
- Plan Projects for Employees
- Recurring Entry
- Project Favorites
- Limit Planning to One Project
- Assign Project Colors
- Notes and Symbols for an Entry
- Move or Copy Entries via Drag-and-Drop
- Planned vs. Actual
- Utilization per Person and Month
- Weekly Utilization Info Directly in Planning
- Employees Manage Absences Yes/No
- Restricted Employee Access
- Change Log for Individual Entry
Global Reports
- Overview – Customizable Dashboard
- Finances (Net Revenue & Expenditures, Cash Flow, Liquidity Planning
- Time Tracking
- Client Revenue & Profitability
- Project Profitability
- Personnel (Absences, Target-Actual, Billability)
- Invoicing, Accounts Receivable
- Expenditures
- Staff Utilization
- Absence Overview for All Staff
