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)

AI (Beta)

Settings > Account > AI

All AI features are optional (opt-in). You decide whether and how you use them. During the beta phase, you can try the new features for free.

Einstellungen KI MOCO

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Time Tracking by Voice Input

In time tracking in your browser or on your iPhone, you can use voice input to dictate information for individual time entries – or your entire working day. The AI analyses it, creates project times, and records your working time.

Comments by Voice Input

Voice input is available on all pages with a comments section. For example, after a sales call or a client call, simply dictate the key information. The AI processes your input and creates an error-free comment for you.

Smart Import for Companies

The AI import option lets you easily import existing data – without having to adapt it to the Excel file template.

Integration with ChatGPT and Claude (MCP)

Enable the connection in the settings of ChatGPT or Claude. Your LLM can then access MOCO data and, in line with your access rights, provide information, create reports, and make changes.

Custom Fields

Settings > Account > Custom Fields

Client, project, contact, invoice data, and more can be extended with custom fields to suit your needs.

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

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Field types include single-line input, multi-line input, link, yes/no, single select, multi-select, and date. Adding help text lets you guide what should be entered. If needed, you can also add labels for an alternative language.

Adding data, reporting, display on invoices

Alongside their main purpose of adding extra data (e.g. for staff: date of the next performance review; for a project: purchase order number), custom fields also offer the following benefits:

Optional display on quote, invoice, timesheet
Custom fields can be shown in the info block on quotes, invoices, and timesheets. Data at client, project, and invoice level is only shown if the field was completed before saving the quote or invoice.

Reports
Custom fields are also included in Excel exports, giving you additional reporting 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 called "Skills" with multi-select for Staff/Person. Using the global search (magnifying glass at the top right – or Shift + 7), entering a value will list all matching people.

» Compare with using labels
» Use custom fields for cost centres

Fields You Can Enable Directly

MOCO includes several fields that you can enable if needed. They can be used consistently and, once activated, are available in the relevant areas.

External Project Number (BT-11)
As a service provider, you enter an external project number if a client wants this as a project reference for their internal allocation.
Contract Number (BT-12)
As a service provider, you can also provide a contract number at your client’s request.
Purchase Order Number (BT-13)
As a service provider, you include a purchase order number (also known as a PO number) on the invoice if a client uses internal "purchase orders".

Relevant for e-invoices

The fields you can enable are included in e-invoices as structured information.

Choose the label

For fields you can enable, you can use a different label if needed – if that better fits how you work or your existing terminology.

Use in projects, quotes, and invoices

The activated fields are available in the project and can also be used in quotes and invoices. If a value has already been recorded in the project, it will be carried over to project-related documents. If needed, you can overwrite the value in the relevant document.

For documents without a clear project reference

For documents without a clear project reference – for example, at client level or across multiple projects – MOCO cannot prefill a single, unambiguous value. In these cases, add the value directly in the relevant document.

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.

Email (Sending)

Settings > Account > Email

Here you can configure various settings for sending emails: sending method, email addresses, display name, reply-to addresses, BCC, and the signature logo.

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

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Sending via MOCO

By default, MOCO sends Quotes and Invoices via the MOCO server. The benefit: you do not need to set anything up, and you can choose the display name, BCC, reply-to email address, etc. The sender email address shown will be noreply@mocoapp.com.

Sending via Your Own Domain

As an alternative to sending via MOCO, you can also send emails via your own domain, using the user email addresses stored in MOCO. To do this, you verify your domain once.

Set Up Your Domain
Setup requires access to your domain management. You will need to copy across the details shown by MOCO. After verification, Quotes and Invoices can be sent directly via the user email addresses (as recorded in MOCO). These must use the verified domain; otherwise, the default email address will be used as a fallback for sending. More information

MOCO logs email sending. If you would like to receive a copy in your email client, use the BCC option.

Other Settings

Sender Display Name

By default, the recipient sees the sender’s name as the sender. Alternatively, you can display the company name as the sender.

Reply-To Address

If the recipient clicks “Reply”, the reply is sent directly to the individual sender’s email address. Alternatively, you can set a single, shared reply-to email address.

BCC Address

If needed, you can also predefine one or more BCC addresses (which can be removed again in the sending dialogue for one-off 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".

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