MOCO Features as a List
You will find a straightforward list here. Looking for the illustrated online manual including keyword search?
Project Management
- Projects: Client & Internal
- Custom Fields
- Different Billing types: time & materials, fixed price, retainer
- Filter by project manager or labels
- Budget control (delivered and invoiced)
- View billable items across all projects
- Automatic or manual project numbering
- Define standard services and standard hourly rates
- Setting for Billing in day rates
- Hourly rate by service, item, or a standard rate (can be set as default)
- Customisable Timesheet
- Mark or categorise projects with labels
- Assign individual employees or teams to a project
- Budgeting for projects, staff, and services'
- Third-party costs, Personal expenses, travel costs, etc. (in MOCO Additional services)
- Budget Additional services
- Catalogue for Additional services
- Manage Additional services centrally
- Transfer Additional services from Quotes into the project
- Report: hours, activity, budget, profitability, & more
- Share project report
- Notes and file upload
- Smart Filters
- Various exports
- Financial planning
- Link external project
- Project groups for sub-projects & partial projects
- Customisable project list with selectable columns, sorting, etc.
Clients, Suppliers, Companies
- Excel import for companies
- Custom Fields
- Categorise or mark with labels
- Notes, files, history
- Assign and overview of contacts
- Automatic or manual client numbering
- Client: definable alternative payment terms (footer text, early payment discount, etc.)
- Client: alternative price list
- Client: selectable document language (Invoices, Quotes, email sending)
- Client: overview of all Invoices
- Client: overview of all sales activities (leads and Quotes)
- Client: customisable Timesheet
- Client: report
- Supplier: report
- Export
Contacts
- Data import for contacts
- Custom Fields
- No company needed as a "container"
- Group and mark
- Comments/notes including attachments (history)
- Can be assigned to companies (optional)
- Personalise
- Access on the go
- Excel export for newsletters, mail merges, etc.
- Phone system/softphone
- Birthdays
- Exports
Staff Management
- Can be grouped into teams
- Custom Fields
- File upload
- Roles or individual access rights per user
- Internal hourly rate (for profitability calculations)
- Document working from home
- Time tracking report, billability
- Customisable Timesheet
- Report: billability, activities
- Store target hours individually (especially for part-time)
- Target-Actual report
- Time account for individual corrections
- Annual overtime carry-over
- Switch user
- Comment area/history for each person
- iOS and Android app with personal features
- Various exports
- Personal expenses capture on web & mobile app
Absences
- Holiday, public holidays, sickness, and other absences'
- Display of sickness remains restricted to certain people (GDPR)
- Central overview of absences for all users
- Employees manage absences yes/no
- Holiday allowance
- Annual leave carry-over
- Holiday requests
- Submit holiday requests via smartphone
- Custom fields for holiday requests
Settings
- Profile settings for your own data, language, notifications, and working hours
- Account settings: e.g. account owner, currencies, accounts, Custom Fields, number ranges, email sending
- Predefine standards for services: services, Additional services, hourly rates, internal hourly rates, catalogue
- Layout: formatting, font, letterhead, info fields, labels
- Various settings for the available areas
- Activate the accounting area + settings
- Various extensions can be enabled
- Non-standard financial year
- Security settings: 2FA, SSO
- Access to the change log/audit log
- Access to deleted documents
Personal Profile
- Set UI language: German / English / French / Italian / Spanish
- Upload profile picture
- POersonal data, password management
- Set notification options
- Overview of assigned projects
- Holiday/annual leave overview
- Target-Actual comparison
- Total time tracking report
- 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/Cross-Functional
- Search across the entire account (magnifying glass or Shift + 7)
- Use @Name to notify an employee via the notes area
- Use "{" to display variables including preview and insert them
- Shortcuts / keyboard shortcuts
- Labels for categorising or marking in almost all areas
- Non-standard financial year
- Various data import options
- Change log
- Download deleted documents
KI
- Time Tracking and comments by Voice Input
- MCP
To-Dos
- Create and assign to-dos for projects, clients, etc.
- Capture personal to-dos
- Capture and tick off to-dos via the mobile app
Integrations & API
- API interface & API key
- API mapping via Custom Fields
- Webhooks
- Two-factor authentication (2FA) via authenticator app, with additional options such as Touch ID, Yubikey, Face ID, etc.
- Connect tools via Zapier or Make
- Integrate task management and collaboration tools, e.g. Clickup, Trello, Asana, etc.
- Quick access time tracking, "widget"
- Automatic check-in for working time tracking via button, RFID, Wi-Fi, location
- Connect FRITZ!Box phone system
- Browser calling via clinq (sipgate)
- Connect 3CX VoIP softphone/phone system directly
- Auto-fill company data from Google
- Many more integrations
Accounting
- Pre-assign accounts for outgoing Invoices and incoming Invoices
- Payment matching via Camt
- Direct bank connection
- Payment orders for incoming Invoices
- Control debtor and creditor numbers
- Control expense and revenue accounts
- Control tax codes
- Direct transfer to DATEV Unternehmen online (invoice data & receipts)
- Cost centres for DATEV Unternehmen online (KOST1 and KOST2). Incoming and outgoing Invoices
- Accounting export in 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 postings
Quotes
- Create Quotes
- Quote templates
- Use Invoices as a Quote template
- Predefine and insert items and sections
- Add Quote/Invoice to the service catalogue
- Bill a Quote
- Edit, copy, move, delete Quotes
- Variables for standard text
- Images in Quotes
- Item groups (unit prices are not shown)
- Cost calculation
- Live info when editing in parallel
- Attachments
- Quote status: sent, confirmed, etc.
- Notes
- Direct email sending (via MOCO, your own domain, SMTP)
- When sending an email or changing status, the details are saved as a comment under "Notes"
- Online Quote confirmation
- Delivery note
- Order confirmation
- Excel export for Quotes
- Show net amount only
- Quotes with a price range or without a final total
- Change log
Leads
- Generate new business from existing clients
- Capture leads
- Collaborate and hand over
- Define lead stages/probabilities individually
- Smart Filter
- Follow-up reminders
- Email CC/BCC and capture automatically
- Customise leads with labels and Custom Fields
- Comments, file upload, history
- Leads & capacity planning
- Revenue forecast from leads
- Create project(s) directly from a lead
- Bill a Quote without a project
- Report on ongoing and completed leads
- Report on sales activities
- Overview and analysis of closed leads
- Exports
Time Tracking
- Project time tracking
- Working time tracking
- Time entry in various formats
- Time tracking on the go via smartphone (iOS, Android)
- Time tracking via voice input (KI)
- Split a time entry (example: meeting)
- Use tags and IDs (with auto-complete)
- Stopwatch
- Running stopwatch is shown in the browser tab
- Differentiate billable and non-billable hours
- Show remaining available hours in time tracking
- Timesheet global, filterable & sortable
- Timesheet by client, project, person (PDF, Excel, CSV)'
- Review, correct, and reallocate time entries
- Target/Actual overview and analysis
- Time tracking for another person
- Round time entries to 15 or 5 minutes
- Adjust time tracking for Billing (second level)
- Various time formats available
- Time tracking on planned projects
- Time tracking on favourites
- Time tracking on calendar appointments
- Quick access time tracking (browser widget)
- Lock time tracking for a single project
- Lock time tracking (period lock)
- Request temporary approval
- Services from Quotes can be transferred into time tracking
- Predefine and automate working time tracking
- Working time tracking with free iOS and Android app
- Working time tracking via button, NFC, terminal, etc.
- Top up working time with project time
- Document working from home
- Working time report per person
- Working time overall report across all people
- Check legal requirements or rules
- Exports
Billing / Invoices
- Individual automatic or manual Invoice numbering
- Overview page that highlights where action is needed
- Overview of all Invoices, filterable
- Overview of Invoices issued in a month, including total
- Invoice formats: PDF, print, XRechnung, ZUGFeRD
- Time & materials Invoice (including Timesheet) with various layout options
- Setting for Billing in day rates
- Interim/advance and final Invoice
- Consolidated Invoice (across projects)
- Create Invoice from Quote
- Create Invoice individually
- Create Invoice without a project
- Bulk creation of Invoices from items
- Bulk creation of final Invoices from drafts
- Copy Invoice across contexts
- Move/assign Invoice
- Early payment discount, overall discount/surcharge, or item-level discount/surcharge
- Individual surcharge or deduction
- Discount on total amount
- Subtotal and intermediate subtotal
- Attachments (receipts, Timesheet, custom)
- Email sending, bulk sending
- Delivery note
- Maintain debtor list
- Record payments against the Invoice
- Part payments
- Automatic overdue notice (info email optional)
- Payment reminders, reminder levels
- Debt collection service
- Cancellation
- Custom Fields
- Overwritable standard text (salutation/footer text)
- Variables for standard text
- Export Invoices as Excel
- Bulk download Invoices
- Notes & communication on the Invoice
- Track history of email sending and status changes
- Change log
- QR Invoices and eBill for Switzerland
- E-invoice formats, XRechnung
- Mark multiple Invoices as paid
- Service catalogue
- Prepare for accounting & export
- No longer editable after accounting export
- Debtors, categories, revenue accounts, and cost centres
- Approval process
Purchases
- Scan incoming Invoices with the iPhone app
- Bulk upload receipts
- Email to Inbox
- Automatic data capture from e-invoices and QR Invoices (CH)
- Text recognition/OCR for receipts
- Receive and process e-invoices
- Split incoming Invoice into items
- Bank connection with payment matching for open Purchases
- Pay automatically via payment order
- Record payments manually, individually or in bulk
- Capture and analyse budgets/cost centres and categories/expense accounts
- Record fixed costs (without receipts)
- Invoice approval
- Automatic approval request from certain amounts
- Assign a Purchase to one or more projects
- Recharge costs via 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
- Multi-select
- Full integration with Pliant credit card solution
- Mark and analyse Purchases for KSK
- Plan Purchases
- Match incoming Invoices with purchase orders
- Various exports
Capacity Planning
- Monthly view, weekly view, level of detail
- Choose team order, hide individual people or teams
- Press Q to reduce to your own planning
- Plan a project at a high level or by service
- Plan a project provisionally (no impact on utilisation)
- Plan at a high level or by the hour
- Recurring entry
- Project favourites
- Reduce planning to a project
- Choose colours by client, project, or individual entry
- Notes and symbols for an entry
- Move or copy entries via drag-and-drop
- Copy while holding the Alt key
- Planned vs delivered
- Utilisation per team/person and month
- Live utilisation per week or day while planning
- Change log for the individual entry
- Planning info for all projects via the custom project list (selectable column)
- Restricted employee access
- Direct time tracking on planning entries (tasks)
- Various exports
Global Reports
- Overview – customisable dashboard
- Finances (net revenue & Purchases, cashflow, liquidity planning)
- Time tracking (overall, project time, working time including irregularities)
- Project profitability
- Client revenue & profitability
- Staff (absences, Target-Actual, billability)
- Planning (staff utilisation, delivered / planned)







