Software News: Quick Wins in July – Small but Mighty

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Quick Wins in July: Small but Mighty.

Whether you're coordinating projects or planning personnel, these small optimisations help you work more efficiently and save time.

Weiterentwicklung MOCO ERP 2025(English image not yet available)

Add Users to Multiple Projects Efficiently

When you select a user under personnel, the "Projects" tab lists all projects where this person can log time. You can assign additional projects for time tracking using the green plus icon at the top right. With new filters and a free text search (1), you can now find specific projects faster.

Plan to the End of Month/Quarter/Year

In the planning entry, new Quick Actions (2) are available for the end date, allowing you to extend an entry to, for example, the end of the year. When creating a planning series, you can also now select the end of the quarter.

Further Optimisations

Filter for Different Fiscal Year in Expenditures
The period filter in Expenditures now offers the current and previous fiscal year if you operate with a different fiscal year.

Post-Nominal Titles
For post-nominal titles, common in countries like Austria, there is now a dedicated field in the contact. This ensures the title is correctly placed after the name in the address field on Proposals and Invoices.

Approval Status on Invoices in the Project
Directly in the project under "Invoicing," the status of an Invoice Approval is now displayed on the avatar in the invoice list.

Archived Projects of a Contact
Both active and archived projects are now listed under the contact.

When attempting to delete an invoice, MOCO reminds you that invoices should only be deleted in exceptional cases. If an invoice has already been sent, it should not be deleted. Cancelling is the correct procedure in such cases.
All information on cancellation invoices
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