MOCO Features as a List
Here you will find a simple listing. Looking for the illustrated user manual?
Project Management
- Projects Client & Internal
- Customizable project list with selectable columns, sorting, etc.
- Distinction between invoicing type effort or fixed price
- Retainers and hourly contingents
- Project groups for subprojects & partial projects
- Filtering by project manager or labels
- Budget control (Performed and Invoiced) and display of currently billable items across all projects
- Automatic or manual project numbering
- Definition of standard services and standard hourly rates
- Setting for invoicing in daily rates
- Hourly rate by service, position, or uniformly (pre-settable)
- 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
- Predefine Additional Services
- Centrally Manage Additional Services
- Incorporate Additional Services from Proposals into Projects
- Report: Hours, Activity, Budget, Profitability & More
- Share Report – e.g., with a Client
- Custom Fields Available
- Note-taking and File Upload Options
- Smart Filters
- Financial Planning
- Link External Project
- Various Exports
Clients, Suppliers, Companies
- Excel Import for Companies
- Categorize or Tag with Labels
- Automatic or Manual Client Numbering
- Define Different Payment Terms (Footer Text, Cash 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
- Exports
Contacts
- Data Import for Contacts
- No Company as "Container" Needed
- Grouping and Tagging
- Comments/Note-taking Including Attachments (History)
- Assignable to Companies (Optional)
- Personalization
- Access on the Go
- Excel Export for Newsletters, Mail Merges, etc.
- Phone System/Softphone
- Automatic Note for Calls via clinq
- Birthdays
- Exports
Personnel Management
- Grouping into Teams Possible
- Custom Fields Possible
- File Upload
- Individual Access Rights per User
- Internal Hourly Rate (for Profitability Calculation)
- Leave Requests
- Submit Leave Requests via Smartphone
- Custom Fields for Leave Requests
- Carry Over Remaining Leave
- Leave Account
- Home Office Documentation
- Time Tracking Report, Billability
- Customizable Timesheet
- Report: Billability, Activities
- Individually Set Target Hours (especially for part-time)
- Target-Actual Report
- Time Account for Individual Adjustments
- Carry Over Overtime to the New Year with One Click
- User Switch – Possible with "Personal" Rights
- Note Option for Individual Person
- Record Personal Expenses or Send via Email to MOCO
- Display and Edit Assigned Projects for Employees
- Access to Personal Notifications, Personal Expenses, Leave Account via iOS and Android App
- Various Exports
Settings
- Profile Settings for Personal Data, Language, Notifications, Working Hours
- Account Settings: General, Account Holder, Currencies, Account, Custom Fields, Number Ranges, 2FA, Email Dispatch
- Predefine Standards for Services: Services, Additional Services, Hourly Rates, Internal Hourly Rates, Catalog
- Layout: Formatting, Fonts, Letterhead (incl. Logo, Sender Details, UID), Info Fields, Labels
- Various Settings for Leads and Proposals
- Default Settings for Projects, Activate Project Groups
- Default Settings for Planning and Absence Management
- Settings for Time Tracking
- Settings for Invoices and Reminders – incl. QR Invoice
- Settings for Expenditures: Categories, Activate Personal Expenses, Fixed Costs
- Different Fiscal Year
Personal Profile
- Language Setting: German / English / French / Italian / Spanish
- Profile Picture Upload
- Set New Password
- Choose Notification Options
- Overview of Assigned Projects
- Vacation Overview
- Target-Actual Comparison
- Personal Expense Tracking
- Comprehensive Time Tracking Report
- Personal API Key
- Personal Export of Planning for an External Calendar
- Personal Mobile App for Time Tracking, Target-Actual, and Messages
General
- Two-Factor Authentication
- Single Sign-On (SSO)
- Search Across the Entire Account (Magnifying Glass or Shift + 7)
- Various Notification Options
- Notify an Employee via the Note Area with @Name
- Use "{" to display and insert variables with preview
- Shortcuts / Keyboard Shortcuts
- Labels for Categorizing or Tagging in Almost All Places
- Different Fiscal Year
- Various Data Import Options
- Change Log
Integrations & API
- API Interface & API Key
- API Mapping via Custom Fields
- Web Hooks
- Two-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 with Google Business Data
- Many more integrations
Accounting
- Pre-accounting of outgoing and incoming invoices
- Payment Reconciliation Camt
- Direct Bank Connection
- Transfer 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
- Accounting Export Neutral – Incoming and Outgoing Invoices
- Accounting Export BMD – Incoming and Outgoing Invoices
- Custom Extension of the 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
- Position Groups (Individual prices are not displayed)
- Cost Calculation
- Live Info for Concurrent Editing
- Attachments
- Proposal Status: Sent, Confirmed, etc.
- Note-taking Option
- Direct Email Dispatch
- When sending emails or changing status, the details are saved as a comment under "Notes"
- Proposal Confirmation
- Delivery Note
- Order Confirmation
- Excel Export Proposals
- Display Net Amount Only
- Proposals with Price Range or without a Definitive Total
- Change Log
Lead Funnel (Acquisition)
- Generate New Business from Existing Clients
- Capture Leads
- Collaborate and Transfer
- Define Lead Stages/Probabilities Individually
- Smart Filters
- Resubmission
- Customize Leads with Labels and Custom Fields
- Comments, File Upload, History
- Leads & Capacity Planning
- Convert Lead to a Project
- Invoice Proposal without Project
- Volume and Weighted Volume - Total and Per Month
- Overview Page for All Sales Activities
- Filter and Analysis of Completed Leads
- Exports
Time Tracking (Project and Work 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 (with Autocomplete)
- Stopwatch
- Running Stopwatch Displayed in Browser Tab
- Differentiation of Billable and Non-Billable Hours
- Display of Available Remaining Hours in Time Tracking
- Global Timesheet, Filterable & Sortable
- Timesheet for Client, Project, Person (PDF, Excel, CSV)
- Review, correct, reassign time entries
- Target-Actual Overview and Evaluation
- Time tracking for another person
- Round time entries to 15 or 5 minutes
- Adjust time tracking only for invoicing
- Various time formats available
- Time tracking on planned projects
- Time tracking on favorites
- Time tracking on calendar appointments
- Quick Access Time Tracking
- Lock time tracking for individual project
- Lock time tracking (period lock)
- Request temporary approval
- Incorporate services from proposals into time tracking
- Additional activation of time tracking
- Predefine and automate time tracking
- Time tracking with free iOS and Android app
- Time tracking via button, NFC, terminal, etc.
- Fill work time with project time
- Document home office
- Time report per person
- Comprehensive time report for all persons
- Compliance with legal requirements or rules
- Exports
Invoicing / Invoice Creation
- Custom automatic or manual invoice numbering
- Overview page highlighting action items
- Overview of all invoices, with filters
- Overview of issued invoices for a month including total
- Invoice based on effort (including timesheet)
- Option for detailed invoice structure (line items with details)
- Option for monthly invoice structure (services per month)
- Option for compact invoice structure (services summarized)
- Setting for invoicing in daily rates
- Partial and final invoice
- Batch invoice (across projects)
- Create invoice from proposal
- Create invoice individually
- Create invoice without project
- Mass invoice creation
- Copy invoice across
- Move/assign invoice
- Discount, total discount/surcharge or individual discount/surcharge possible
- Individual surcharge or discount
- Discount on total amount
- Subtotal and interim total
- Attachments (receipts, timesheet, custom)
- Approval process
- Email Dispatch, Mass Dispatch
- Delivery Note
- Maintain Debtor List
- Record Payments to Invoice
- Partial Payments
- Automatic Reminder for Overdue (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 on 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 Catalog
- Accounting Options
Expenditures / Digital Invoice Receipt
- Incoming Invoice Capture
- Batch Upload Receipts
- Email to Inbox
- Swiss QR-Invoices are automatically read
- Scan expenditure receipts via iPhone App
- Text Recognition or OCR for Receipts
- Receive and Process E-Invoices in line with B2B Requirement Germany
- Split Incoming Invoice into Items
- Bank connection with payment reconciliation for open expenditures
- Automatic Payment via Transfer Order
- Record payments manually – individually or in batches
- Capture and Evaluate Budgets/Cost Centers and Categories/Expense Accounts
- Capture Fixed Costs (without receipts)
- Invoice Approval
- Automatic Approval Request for Certain Amounts
- Assign Expenditure to One or More Projects
- Reallocate costs via project, define markup
- Select receipts as attachments for invoices
- Assign multiple expenditure items to a project additional service
- Filtering
- Batch download receipts
- Incoming invoices with change log
- Multiple selection
- Full integration of Pliant credit card solution
- Mark and evaluate expenditures for KSK
- Plan expenditures
- Reconcile incoming invoices with orders
- Various exports
Capacity Planning / Resource Planning
- Monthly view, weekly view, level of detail
- Choose team order, hide individual people or teams
- Reduce to own planning with Q
- Plan project roughly or by service
- Provisionally plan project (without affecting workload)
- Plan roughly or by the hour
- Recurring entry
- Project favorites
- Limit planning to a project
- Color selection for Client, project, or individual entry
- Notes and symbols for an entry
- Move or copy entries via drag-and-drop
- Copy with the Alt key pressed
- Planned vs. actual
- Utilization per team/person and month
- Live utilization per week or day directly when planning
- Holidays, vacation, and other absences
- Employees manage absences yes/no
- Restricted access for employees
- Change log for individual entry
- Planning info for all projects via the individual project list (selectable column)
- Direct time tracking on planning entries (tasks)
- Various exports
Global Reports
- Overview – Customizable Dashboard
- Finance (Net Revenue & Expenditures, Cash Flow, Liquidity Planning
- Time Tracking
- Client Revenue & Profitability
- Project Profitability
- Personnel (Absences, Target-Actual, Billability)
- Invoicing, Accounts Receivable
- Expenditures
- Personnel Utilization
- Absence Overview for All Personnel