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)
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