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

The settings can be found under the gear icon at the top right.
Settings > Account > General

MOCO Software Account Settings

In "General," you can manage general settings such as:

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

Number Sequences

Settings > Account > Number Sequences

Here you can decide whether the numbers for clients, projects, proposals, invoices, and expenditures are 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 numbering can be started or continued from a specific number.
Tips for Choosing the Invoice Number Sequence

Mandatory Invoice Numbering D – A – CH
Germany requires, according to § 14 Abs. 4 S. 1 Nr. 4 UStG, a continuous invoice numbering. The continuous number (invoice number) ensures that the invoice created by the entrepreneur is unique. However, a seamless sequence of these invoice numbers is not mandatory, according to the VAT Application Decree
see also http://www.akademie.de/wissen/fortlaufende-rechnungsnummer

In Austria, a unique invoice number for clear identification is also required by the VAT law.

In Switzerland, invoices do not need a number for tax purposes. See the article on the SME Portal of the Swiss Confederation.

Custom Fields

Settings > Account > Custom Fields

Data related to clients, projects, contacts, invoices, etc., can be individually expanded 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 guide the expected input. Labels for the alternative language can be added if needed.

Data Enhancement, Evaluation, Display on Invoice

Besides the main feature of data enhancement (e.g., for personnel: next employee meeting date, project: PO number), custom fields also offer these benefits:

Optional display on proposal, invoice, timesheet
Custom fields can be displayed in the info block on proposals, invoices, and timesheets. Data at the client, project, and invoice level will only be 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
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 are listed when entering a property.

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

Activatable Standard Field: Purchase Order Number

With the introduction of e-invoices, MOCO offers activatable fields under custom fields that have the added benefit of using the relevant information directly as data for e-invoices (BT-13).

Choose a designation
For the purchase order number, a different common designation can also be used in MOCO – for example, "Order" (aligns with MOCO's existing designation system) or "PO" (abbreviation for Purchase Order Number – internationally recognized, common in corporations).

Fill in the purchase order number in the project & on the invoice

The field is offered for completion when creating or editing a project. Likewise on the invoice. If a number is already recorded in the project, it will be pre-filled for the project invoice.

For invoices at the client level without a project or across multiple projects (e.g., via a project group), MOCO cannot pre-fill a number. Use the invoicing info at the client level – with this, you can directly copy-paste the number during invoicing.

Specification on Swiss QR invoices
For Swiss QR invoices, the purchase order number is provided as a client reference.

Email (Dispatch)

Settings > Account > Email

Here you can configure various settings for email dispatch, including sending options, email addresses, display, reply addresses, BCC, and signature logo.

E-Mails aus MOCO über eigenen Mailserver oder eigene Domain versenden

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Sending via MOCO

By default, MOCO sends proposals and invoices through the MOCO server. Advantage: You don't have to worry about anything, you can choose display, BCC, reply email address, etc. – the sender email address will appear as noreply@mocoapp.com.

Sending via your own domain

As an alternative to sending via your mail server using SMTP and a centrally verified email address, emails can also be sent directly through your domain or the user email addresses stored in MOCO. To do this, you need to verify your domain once.

Set up domain
Setting up requires access to domain management. Information displayed by MOCO must be transferred. After verification, proposals and invoices can be sent directly via the user email addresses recorded in MOCO. These must belong to the verified domain – otherwise, the standard email address will be used as a fallback for sending.

MOCO logs the email dispatch – if you always want a copy of the email in your mail client, use the BCC option.

Sending via another mail server (SMTP)

Alternatively, you can set up sending via SMTP. The dispatch will then occur for all documents through the central, verified own email address. Ideally, this should be neutral and general (e.g., office@companydomain.com).

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

Other settings

Sender display

By default, the recipient sees the sender's name as the sender. Alternatively, the company name can be displayed as the sender.

Reply address

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

BCC address

Additionally, one or more BCC addresses can be predefined if needed (also removable in the dispatch dialog for individual cases).

Email (Signature)

Settings > Account > Email

Upload an Image (Logo) for Email Dispatch

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

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Define Standard Email Text & Signature

The standard email texts including the signature (usually sender information like company address and contact) are defined in the settings in the respective section for proposals and invoices.
For personalization, use the variables (accessible via the curly brace "{").
Texts can also be coloured or have a link embedded (2). The colours are based on the values defined under "Layout" > General".

Currency & Account

Settings > Account > Currency & Account

Account Currency

This section displays the account currency, which is set based on the selected country during account creation.

Add Additional Currencies

You can add additional currencies. Once added, they can be selected for clients, projects, proposals, expenditures, etc.

Waehrungen und Bankkonto MOCO

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Bank Account

Enter the details of your company's default account here, especially if you wish to use transfer orders for expenditures.
Set up the bank reconciliation in the invoicing settings.

Payment Reconciliation

Settings > Account > Payment Reconciliation

Direct Bank Connection

Connect Bank
1. Select from the dropdown which payments should be retrieved.
2. Then click on "Connect Bank". Remember to select "Save PIN" during the connection process to avoid frequent renewals. (Ultimately, it depends on the bank how often authentication is required)
3. After a successful connection via FinAPI, the bank will be listed with your accounts.
4. Select accounts.

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Alternative: Reconciliation via Camt

finAPI covers numerous countries with banks – but not Switzerland. For Swiss accounts, reconciliation via CAMT is currently recommended. Here, you upload the bank's .camt file in the Invoicing or Expenditures section under "Payments" at the top right.

Also usable in addition to direct bank connection for more accounts.

Incoming Payments

More detailed information on how the reconciliation of your sent invoices (incoming payments) works:

Camt or direct bank connection

Outgoing Payments

More detailed information on how the reconciliation of your incoming invoices (outgoing payments) works:

Camt or direct bank connection

Smart Filter

Settings > Account > Smart Filter

Smart Filter Einstellungen

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Selectable Smart Filter "Without Label"
If you want to be notified in various areas when objects are not labelled, you can choose to display a "Without Label" Smart Filter in Settings > Account > Smart Filter. This allows you to specifically filter by relevant projects, invoices, etc.

What are Smart Filters?
Smart Filters are targeted filtering options aimed at task completion.

For example, in projects: Over Budget, Over Deadline, Billable, without Invoicing Plan.

To-dos

Settings > Account > To-dos

Here you can enable or disable the use of to-dos for specific areas. To-dos are distinct from task management & collaboration as they primarily have an administrative nature.
More about to-dos