How does daily billing work?

Users cost 15 EUR per month. All persons listed under 'Active Persons' are counted as users. If persons are added or deactivated in the middle of the month, MOCO calculates proportionally on a daily basis. For this reason, the number of users or the amount on the invoice may be odd.

Are the costs dependent on user roles?

The costs are independent of the functions used. Access rights can be reduced or expanded at any time.

Cost control for freelancers / externals?

Users can be deactivated at any time. For example, freelancers can be activated only during working hours and MOCO will only calculate this activated time.

How does support work at MOCO?

MOCO is a Software-as-a-Service (SaaS) with > 40'000 users without a contract. As a product team, we personally take care of all your concerns. This has proven itself for the following reasons: Ensuring the best possible service quality. Problems and suggestions come directly to us (further development closely based on general needs). The subscription costs can be kept low for everyone. All users can contact us via the in-app service at the bottom right in MOCO. We respond promptly. Tip: Describe the request well and send a screenshot – this is the most efficient way to clarify a question for both sides!

Is there an online demo?

Yes. You can test MOCO for 30 days free of charge. The demo account can be converted into a paid account at any time.

Are training sessions possible?

Yes. On request, MOCO offers individual online sessions.

Where can I find a kind of "manual"?

On the website under » Features all areas and topics are illustrated and described.

Do you also have videos?

On our » Vimeo video portal you will find tutorials on various topics (regularly updated).

Can I also subscribe without a credit card?

Yes, MOCO can also be subscribed via SEPA direct debit. The option is only available in EURO countries. Attention: In case of withdrawal, penalty fees are incurred, which we pass on.

Do I have access to backups?

Backups are created twice a day. However, access to the backup is only possible with a Private Cloud (booking of your own server instance). Each account can regularly use the export options and if very important data has been deleted by a user by mistake, we can restore an earlier state from the backups on request. » More information on security & operation

Will I be informed about further development (included in the subscription)?

In the app, always click on the bell in the top right corner when it turns red! In addition, we send an overview of the latest updates to the account holder 4 times a year.

Can I manage two companies within one account?

If the companies are legally separate or if you need a separate invoice number range and separate reports, it is recommended to create one account per company. If persons are registered with the same e-mail address, they can simply switch between the accounts at the top right (globe symbol) .

Where can I access my subscription invoices?

All invoices are available for download in the settings under 'Subscription'. If you also provide an e-mail address for the invoice address, MOCO will automatically send the invoice to this e-mail address as well.

Account

General

Settings can be found under the gear icon in the top right corner.
Settings > Account > General

Under "General" you can manage general settings such as

Company name
Logo – for display in the user interface only » Invoice layout
Account owner
Language More about languages for the user interface and customer correspondence
Base hours per day (Regular working hours per day for a 100% workload)

Currency & Account

Settings > Account > Currency & Account

Account Currency

The account currency is displayed here, which is set according to the chosen country during account creation.

Add More Currencies

Additional currencies can be added. They can then be selected for customers, projects, proposals, expenditures, etc.

Waehrungen und Bankkonto MOCO

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Bank Account

Also, enter the account details of your company's default account here if you want to use, for example, transfer orders for expenditures.
Set up the bank reconciliation in the settings under invoicing.

Custom Fields

Settings > Account > Custom Fields

Data related to customers, projects, contacts, invoices, etc., can be individually extended with custom fields.

You define these in the settings (gear icon at the top right next to the search) under "Account" > "Custom Fields". The custom field then appears as an additional form field.

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Field Types include, for example, Single-line input, Multi-line input, Link, Yes/No, Single choice, Multiple choice, Date. Entering a hint text allows you to control the expected input. Labels for the alternative language can also be recorded if needed.

Data Supplementation, Evaluation, Display on Invoice

In addition to the main feature of data supplementation (e.g., for personnel: date of next employee interview, project: PO number), custom fields also have these benefits:

Optional display on proposal, invoice, time report
Custom fields can be displayed in the info block on proposals, invoices, and time reports. Data at the customer, project, and invoice levels are only displayed if the field was filled out before saving the proposal or invoice.

Evaluations
Custom fields are also part of the Excel exports, providing additional evaluation options.

Use for targeted search
The data entered via custom fields is searchable. For example, you can quickly find people with specific skills: create a custom field "Skills" with multiple choice on personnel/person. Through the global search (magnifying glass at the top right – or Shift + 7), all corresponding people will be listed when entering a property.

» Compare with using labels
» Use custom fields for DATEV cost centers

Number Ranges

Settings > Account > Number Ranges

Here you can decide whether numbers for customers, projects, proposals, invoices, and expenditures should be managed manually or assigned automatically according to your specifications.

Optionale Einstellung manuelle oder automatisierte Nummernkreise

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Automatic Numbering
The composition can be defined and the numbering can be started or continued at a specific number.
Tips for choosing the invoice number range

Mandatory Invoice Numbering in Germany, Austria, and Switzerland
Germany requires, according to § 14 Abs. 4 S. 1 Nr. 4 UStG, a sequential invoice numbering. The sequential number (invoice number) ensures that the invoice created by the entrepreneur is unique. However, a gapless sequence of this invoice number is not mandatory, according to VAT Application Decree
see also http://www.akademie.de/wissen/fortlaufende-rechnungsnummer

In Austria, the VAT law also requires a unique invoice number for clear identification.

In Switzerland, invoices do not need a number from a tax perspective. See the article on the SME portal of the Swiss Confederation.

2FA, MFA & SSO

Settings > Account > 2FA & SSO

Two-Factor Authentication (2FA)

Two-Factor Authentication (2FA) can be enabled for the account
Two-Factor Authentication (2FA) adds an extra layer of security. It ensures that only the respective user can access their account and sensitive data, even if someone else knows their personal password. To access sensitive areas* within MOCO, a code entry is required from the user. This code is retrievable via an app on the user's smartphone and changes every 30 seconds.

Requirement: Each user must have an authentication mobile app (e.g., Authy, Google Authenticator, or Microsoft Authenticator, other apps are also possible) installed on their smartphone. Using this app, the user adds the MOCO account by scanning the initially displayed QR code.

Enabling 2FA

First, each user must install an authentication mobile app like Authy or Google Authenticator on their smartphone.
Enable 2FA in the settings under "Account" > "2FA" for the entire account.
After activation, all users must add the MOCO account to the installed authentication app by scanning the displayed QR code once.

Once logged in, users will be asked for the verification code every 24 hours. If a different interval is preferred, just contact us - we are happy to adjust it individually.
2-faktor-authentifizierung für die agentursoftware moco

2-faktor-authentifizierung für die agentursoftware moco

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*Sensible Bereiche sind alle Bereiche ausser "Zeiterfassung", "Kontakte" und das eigene Profil. Diese sind von der 2FA ausgenommen und weiterhin wie gewohnt und ohne zusätzlichen Code verfügbar.

Switching to a new smartphone or authenticator app, or other issues:
2FA Troubleshooting

Single Sign-On (SSO) – Integration

With Single Sign-On – via, for example, Google, Microsoft Office 365, or Okta (SAML protocol) – all users can log in securely, conveniently, and with just one click. This integration is subject to a fee.

sso saml erp agentursoftware moco

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Order

Contact us through the in-app service, and we will inform you about the next steps. Have the URL to the configuration file (XML) of the IP – or the file itself – ready so that the setup can start immediately. Once the setup is complete, SSO login will be active in the account. Until a user logs in for the first time via SSO, login via email & password will still be offered in parallel.

Costs: Setup 240 EUR/CHF (one-time invoicing) + 2 EUR/CHF per person/month (automatic invoicing with the MOCO subscription)

Activating SSO will automatically disable 2FA in MOCO if it is active.

Email (Dispatch, SMTP)

Settings > Account > Email

Here you can make various settings for email dispatch. From sending via your own email address (SMTP) to display and reply addresses to the signature logo.

Sending via own mail server (SMTP)

By default, MOCO sends proposals and invoices via the MOCO server.
Advantage: You don't have to worry about anything
Disadvantage: The customer receives the email with the sender's name but the sender's email reads noreply@mocoapp.com

Sending via a central, own email address
Alternatively, you can set up dispatch via SMTP. The dispatch then takes place for all documents via the central, verified own email address. This should ideally be neutral and general (e.g., office@companydomain.com).

E-Mails aus MOCO über eigenen Mailserver versenden

E-Mails aus MOCO über eigenen Mailserver versenden

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Assistance for setting up SMTP dispatch
» Microsoft Office 365
» Google Workspace

Sender Display

By default the recipient is shown the name of the sender. Alternatively, the company name can be displayed as the sender.

Reply Address

If the recipient clicks on "Reply", the response is sent directly to the individual sender's email. Alternatively, a uniform reply email address can be set.

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BCC Address

In addition, a BCC address can be predefined if necessary (also removable in the dispatch dialog for individual cases).

Email (Signature)

Settings > Account > Email

Adding an Image (Logo) for Email Dispatch

If you want to use an image within the signature, store the image in the email settings. It can then be inserted into the various standard email texts using the variables (type { ) (1).

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Define Standard Email Text & Signature

The standard email texts including signature (usually sender data such as company address and contact) are defined in the Settings in the respective area for Proposals and Invoices.
For personalization, use the variables (accessible via the curly brace "{"").
Texts can also be colored or a link can be added (2) The colors are based on the values defined under "Layout" > General".

Smart Filter

Settings > Account > Smart Filter

Smart Filter Einstellungen

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Selectable Smart Filter "Without Label"
If you want a note in various areas when objects have not been labeled, you can select the display of a Smart Filter "Without Label" in Settings > Account > Smart Filter. This allows for targeted filtering for relevant projects, invoices, etc.

What are Smart Filters?
Smart Filters are targeted filter options with the goal of completion.

For example, in projects: Over budget, Past due date, Billable, is without Invoicing plan.

Mehr zu Einstellungen...