How does daily billing work?

Users cost 15 EUR per month. All persons listed under 'Active Persons' are counted as users. If persons are added or deactivated in the middle of the month, MOCO calculates proportionally on a daily basis. For this reason, the number of users or the amount on the invoice may be odd.

Are the costs dependent on user roles?

The costs are independent of the functions used. Access rights can be reduced or expanded at any time.

Cost control for freelancers / externals?

Users can be deactivated at any time. For example, freelancers can be activated only during working hours and MOCO will only calculate this activated time.

How does support work at MOCO?

MOCO is a Software-as-a-Service (SaaS) with > 40'000 users without a contract. As a product team, we personally take care of all your concerns. This has proven itself for the following reasons: Ensuring the best possible service quality. Problems and suggestions come directly to us (further development closely based on general needs). The subscription costs can be kept low for everyone. All users can contact us via the in-app service at the bottom right in MOCO. We respond promptly. Tip: Describe the request well and send a screenshot – this is the most efficient way to clarify a question for both sides!

Is there an online demo?

Yes. You can test MOCO for 30 days free of charge. The demo account can be converted into a paid account at any time.

Are training sessions possible?

Yes. On request, MOCO offers individual online sessions.

Where can I find a kind of "manual"?

On the website under » Features all areas and topics are illustrated and described.

Do you also have videos?

On our » Vimeo video portal you will find tutorials on various topics (regularly updated).

Can I also subscribe without a credit card?

Yes, MOCO can also be subscribed via SEPA direct debit. The option is only available in EURO countries. Attention: In case of withdrawal, penalty fees are incurred, which we pass on.

Do I have access to backups?

Backups are created twice a day. However, access to the backup is only possible with a Private Cloud (booking of your own server instance). Each account can regularly use the export options and if very important data has been deleted by a user by mistake, we can restore an earlier state from the backups on request. » More information on security & operation

Will I be informed about further development (included in the subscription)?

In the app, always click on the bell in the top right corner when it turns red! In addition, we send an overview of the latest updates to the account holder 4 times a year.

Can I manage two companies within one account?

If the companies are legally separate or if you need a separate invoice number range and separate reports, it is recommended to create one account per company. If persons are registered with the same e-mail address, they can simply switch between the accounts at the top right (globe symbol) .

Where can I access my subscription invoices?

All invoices are available for download in the settings under 'Subscription'. If you also provide an e-mail address for the invoice address, MOCO will automatically send the invoice to this e-mail address as well.

MOCO Features as a List

Here you will find a straightforward list. Looking for the illustrated online manual with keyword search?

Project Management

Projects Client & Internal
Custom Fields
Differentiation of Billing Type Effort, Fixed Price, Retainer
Filtering by Project Manager or Labels
Budget Control (Achieved and Billed)
Display of billable items across all projects
Automatic or manual project numbering
Definition of standard services and standard hourly rates
Setting for billing in daily rates
Hourly rate by service, position, or uniformly (presettable)
Customisable Timesheet
Mark or categorise projects with labels
Allocation of individual employees or teams to the project
Budgeting Project, Personnel, Services'
External costs, personal expenses, travel expenses etc. (in MOCO Additional Services)
Budgeting of Additional Services
Catalogue for Additional Services
Centrally manage Additional Services
Adopt Additional Services from quotes into the project
Report: Hours, Activity, Budget, Profitability & more
Share project report
Note-taking and file upload
Smart Filters
Various Exports
Financial Planning
Link external project
Project groups for subprojects & partial projects
Customisable project list with selectable columns, sorting etc.

Clients, Suppliers, Companies

Excel import for companies
Custom Fields
Categorise or mark with labels
Automatic or manual client numbering
Define different payment terms (footer text, discount etc.) per client
Different price list
Overview of all invoices for the client
Overview of all sales activities (leads and quotes) for the client
Customisable Timesheet
Overview of all company or client contacts
Client report
Notes/History for the client
English optional (invoices, quotes, email dispatch)
Note-taking and file upload
Exports

Contacts

Data import for contacts
Custom Fields
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Group and mark
Comments/Note-taking including attachments (history)
Assignable to companies (optional)
Personalise
Access on the go
Excel export for newsletters, mail merges etc.
Telephone system/softphone
Birthdays
Exports

Personnel Management

Grouping into teams possible
Custom Fields
File upload
Roles or individual access rights per user
Internal hourly rate (for profitability calculation)
Documentation of home office
Report time tracking, billability
Customisable Timesheet
Report: Billability, Activities
Individually store target hours (especially for part-time)
Target-Actual Report
Time account for individual corrections
Overtime annual carryover
User switch
Comment section/history for the individual person
iOS and Android app with personal functions
Various Exports
Personal expenses recording Web & MobileApp

Absences

Holiday, public holidays, illness and other absences'
Display of illness remains reserved for certain persons (GDPR)
Central overview of absences of all users
Employees manage absences yes/no
Holiday account
Remaining holiday annual carryover
Holiday requests
Submit holiday requests via smartphone
Custom Fields for holiday requests

Settings

Profile settings for personal data, language, notifications, working hours
Account settings: e.g. account holder, currencies, accounts, custom fields, number ranges, email dispatch
Predefine standards for services: services, additional services, hourly rates, internal hourly rates, catalogue
Layout: formatting, font, letterhead, info fields, designations
Various settings for the available areas
Activation of the accounting area + settings
Various extensions activatable
Different fiscal year
Security settings: 2FA, SSO
Access to the change log or audit log
Access to deleted documents

Personal Profile

UI language setting: German / English / French / Italian / Spanish
Profile picture upload
Personal data, password management
Choose notification options
Overview of assigned projects
Holiday overview
Target-Actual comparison
Overall report on time tracking
Personal API key
Personal export of planning for an external calendar
Personal mobile app for time tracking, Target-Actual and messages
Record and submit personal expenses

General/Overall

Search across the entire account (magnifying glass or Shift + 7)
Use @Name to notify a team member via the notes section
Display and insert variables with "{" including preview
Shortcuts / Keyboard shortcuts
Labels for categorising or marking in almost all locations
Different fiscal year
Various data import options
Change log
Download deleted documents

Integrations & API

API interface & API key
API mapping via custom fields
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, "Widget"
Automatic check-in time tracking via button, RFID, Wifi, localisation
Connect FRITZ!Box telephone system
Browser telephony via clinq (sipgate)
Directly connect 3CX VoIP softphone/telephone system
Autofill company data from Google
Many more integrations

Accounting

Pre-accounting of outgoing and incoming invoices
Payment reconciliation via Camt
Direct bank connection
Payment orders for incoming invoices
Manage debtor and creditor numbers
Manage expense and revenue accounts
Manage tax keys
Direct transfer to DATEV Unternehmen online (invoice data & receipts)
Cost centres for DATEV Unternehmen online (KOST1 and KOST2). Incoming and outgoing invoices
Accounting export DATEV format
Accounting export neutral
Accounting export BMD
Accounting export Abacus
Accounting export Banana
Custom extension of the neutral export via custom fields
Zapier trigger for automatic transfer of bookings

Quotes

Create quotes
Quote templates
Use invoices as quote templates
Predefine and insert items
Bill a quote
Edit, copy, move, delete quotes
Variables for standard texts
Images in quotes
Item groups (individual prices are not displayed)
Cost calculation
Live info during simultaneous editing
Attachments
Quote status sent, confirmed etc.
Note-taking option
Direct email dispatch (via MOCO, own domain, SMTP)
When sending emails or changing status, details are saved as comments under "Notes"
Online quote confirmation
Delivery note
Order confirmation
Excel export quotes
Display net amount only
Quotes with price range or without definitive total sum
Change log

Leads

Generate new business from existing clients
Capture leads
Collaborate and hand over
Define lead stages/probabilities individually
Smart filter
Reminder
Customise leads with labels and custom fields
Comments, file upload, history
Leads & capacity planning
Revenue forecast from leads
Create project(s) directly from lead
Bill quote without project
Report on ongoing and completed leads
Report on sales activities
Overview & evaluation of completed leads
Exports

Time Tracking

Project time tracking
Work time tracking
Time entry in various formats
Time tracking on the go via smartphone (iOS, Android)
Share time entry (example meeting)
Use tags and IDs (with autocomplete)
Stopwatch
Running stopwatch displayed in browser tab
Differentiate between billable and non-billable hours
Display available remaining hours in time tracking
Global timesheet, filterable & sortable
Timesheet client, project, person (PDF, Excel, CSV)
Review, correct, rebook time entries
Target-Actual overview and evaluation
Time tracking for another person
Round time entries to 15 or 5 minutes
Adjust time tracking for billing (2nd level)
Various time formats possible
Time tracking on planned projects
Time tracking on favourites
Time tracking on calendar appointments
Quick access time tracking (browser widget)
Lock time tracking for individual project
Lock time tracking (period lock)
Request temporary release
Transfer services from quotes for time tracking
Predefine and automate work time tracking
Work time tracking with free iOS and Android app
Work time tracking via button, NFC, terminal etc.
Fill work time with project time
Document home office
Work time extract per person
Work time overall report across all persons
Control legal requirements or rules
Exports

Billing / Invoices

Custom automatic or manual invoice numbering
Overview page highlighting areas needing attention
Overview of all invoices, with filtering options
Overview of issued invoices for a month, including total
Invoice formats: PDF, Print, XRechnung, ZUGFeRD
Invoice based on effort (including timesheet) with various layout options
Setting for billing in daily rates
Partial/advance and final invoice
Collective invoice (across projects)
Create invoice from quote
Create custom invoice
Create invoice without a project
Bulk creation of invoices from items
Bulk creation of final invoices from drafts
Copy invoice across
Move/assign invoice
Discounts, overall discount/surcharge or individual discount/surcharge possible
Individual surcharge or discount
Discount on total amount
Subtotal and interim total
Attachments (receipts, timesheet, custom)
Email dispatch, bulk dispatch
Delivery note
Maintain debtor list
Record payments against invoice
Partial payments
Automatic reminder for overdue (optional info email)
Reminders, reminder levels
Debt collection service
Cancellation
Custom fields
Overwritable standard text (salutation/footer)
Variables for standard text
Export invoices as Excel
Bulk download invoices
Notes & communication regarding the invoice
Traceable history of email dispatch and status changes
Change log
QR invoices and eBill for Switzerland
E-invoice formats, XRechnung
Set multiple invoices to paid
Service catalogue
Prepare & export for accounting
No longer editable after accounting export
Debtors, categories, revenue accounts and cost centres
Approval process

Purchases

Entry of incoming invoices
Bulk upload receipts
Email to inbox
Swiss QR invoices automatically read
Scan purchase receipts via iPhone app
Text recognition or OCR for receipts
Receive and process e-invoices in line with Germany's B2B requirement
Split incoming invoice into items
Bank details with payment reconciliation for outstanding purchases
Automatic payment via transfer order
Record payments manually – individually or collectively
Record and evaluate budgets/cost centres and categories/expense accounts
Record fixed costs (without receipts)
Invoice approval
Automatic approval request from certain amounts
Assign purchase to one or more projects
Reallocate costs across project, predefine surcharge
Select receipts as attachments to invoices
Assign multiple purchase items to a project additional service
Filtering
Bulk download receipts
Incoming invoices with change log
Multiple selection
Full integration of credit card solution Pliant
Mark and evaluate purchases for KSK
Plan purchases
Match incoming invoices with orders
Various exports

Capacity Planning

Monthly view, weekly view, level of detail
Choose team order, hide individual people or teams
Reduce to own planning with Q
Plan project broadly or by service
Provisionally plan project (without affecting workload)
Plan broadly or by the hour
Recurring entry
Project favourites
Reduce planning to a project
Colour choice for client, project or individual entry
Notes and symbols for an entry
Move or copy entries via drag-and-drop
Copy with Alt key held down
Planned vs. actual
Workload per team/person and month
Live workload per week or day directly when planning
Change log for individual entry
Planning info for all projects via the individual project list (selectable column)
Restricted employee access
Direct time recording on planning entries (tasks)
Various exports