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Advent Calendar: A Daily Knowledge Snack for You.
(English image not yet available)On December 1st, a little news break: We've put together an Advent calendar that unobtrusively offers a tip every day. The pros among you probably know most of the tips already (hopefully) – everyone else can benefit greatly from them in their daily work.
Unobtrusive because the bell at the top won't ring red every day – it only does so in December for "real news".
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This news post will also be continuously updated and serves as a reference:
Did you know that ...
*1* ... in a meeting, only one person needs to track time – and then share it with others?
→ Select “Share” next to the time entry on the right.
*2* ... you can now define a different font (or style) for headings yourself?
→ In the settings under “Fonts”.
*3* ... you can use a shortcut to access the global search and quickly reach your target?
→ Shift + 7
*4* ... you can add services to already created invoices afterwards?
→ Select “Billable Items” under “New Position”.
*5* ... you can optionally attach terms and conditions, team page, price list to proposals?
→ Upload designed PDF pages in the settings.
*6* ... @Nicola notifies your colleague Nicola – about projects, invoices, expenditures, etc.?
→ Type @ under “Notes & Files” ...
*7* ... you don't need to switch to the MOCO browser tab for time tracking?
→ Use the quick access via the browser extension.
*8* ... deactivated persons with an ongoing weekly model still appear in reports? End the weekly model on the exit date!
→ Check under “Personnel” > Target hours.
*9* ... you can disable or enable the personal weekly info email? It includes: Review (time tracking), Preview (planning), and Birthdays.
→ Select the appropriate setting in your profile at the top right.
*10* ... you can now switch from credit card to direct debit (EUR invoices)?
→ Edit the payment method under Subscription in the settings (Account holder).
*11* ... time entries can be moved or copied with drag & drop?
→ Click and drag the time entry. Hold the Alt key for copying.
*12* ... you can switch users? For example, to see how changed permission settings affect them?
→ Select “Switch User” under “Personnel” on the right.
*13* ... you can display remaining hours in time tracking for project and service budgeting?
→ In the settings under “Time Tracking” display.
*14* ... you can now also enter half days via the series entry for holidays?
→ In planning under “Absences” at the top right.
*15* ... you can quickly jump from person to person? For example, to transfer the holiday balance?
→ Select “Next Person” at the top right of the person.
*16* ... you can determine the order of predefined standard services as well as services within the project?
→ Simply change the order by dragging the services.
*17* ... you can now hide the total sum area in proposals if needed?
→ Watch for the eye icon on the right.
*18* ... you can record an individual discount or surcharge using a detail position?
→ Simply enter: Quantity → Percentage, Unit → %, Unit Price → Amount.
*19* ... you can reach your goal faster with shortcuts in the project list?
→ F → Filter & Q → Your Projects.
*20* ... you can now use the automatic forwarding of incoming invoices?
→ Set up automatic forwarding from e.g. invoice@mycompany.com to the MOCO email.
*21* ... you can predefine that the associated timesheet is automatically attached when invoicing expenses?
→ Check the box in the billing info at the top under “Invoicing” in the project.
*22* ... you can adopt the amounts for fixed costs from last year with a click?
→ In the settings under “Expenditures” > “Fixed Costs”.
*23* ... you can adjust the internal hourly rate on an annual basis?
→ Check the linked knowledge article in the settings under “Services” and enter amounts.
*24* ... you can insert a page break in the introduction and closing text with --- (three dashes)?
Happy holidays & a joyful and healthy 2021!
Enjoy and we wish you a cozy Advent season –
Your MOCO Team







