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.

Companies & Contacts

Clients | Suppliers | Other Companies | Contacts

Clients

Clients (also known as principals) can be companies or private individuals. To create an Invoice, a Client is always required.

Registering Clients
Clients are recorded under "Companies" or imported collectively when starting with MOCO.
The optional Google extension allows for faster company registration.

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In the client's submenu (1), all relevant listings can be found.

Address Management
The client master data is designed for Billing. The address and email you enter for the client should be the billing address. This is because Invoices typically go to a fixed address and are impersonal. The billing address at the client level can be overridden in the project under "Billing" or in the Invoice itself. Postal addresses are less significant within MOCO and can be placed in the "Additional Info" field or added as a data extension through a custom field.

For Quotes, select the contact at the top right for the recipient. The address and email from the contact will then be automatically set. Often, within a client, Quotes are sent to different contacts.

Notes & Files

Below the client details, information and files (e.g., a contract) can be stored under "Notes and Files" for traceability. This forms the history.

"Further Options" in the client form (Edit - 2) should be noted – these contain advanced details and settings that are less relevant for initial registration. For example, discount, cash discount, custom footer text, different hourly rates (the new tab appears upon selection - 3), billing note, debtor number, etc.

Adding Data, Labels (Tags)

With Custom Fields, the master data can be individually supplemented or expanded. With Labels (1), categorisation or marking can be done. Examples of application can also be found in this topic area under Organisation.
Tagging or labelling can be done per company – or collectively after selecting multiple companies.
Labels as well as Custom Fields are also included in the export and useful for further individual evaluations.

Kunden und Lieferanten erfassen

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Report
The Client Report shows recorded hours, Additional services, profitability, revenue, etc.

Export
Clients can be exported as an Excel file using the corresponding icon at the top right (2).

Suppliers

Suppliers include entities like printing companies, hosting providers, translation agencies, and freelancers. If you use MOCO's invoice receipt feature, incoming invoices associated with the supplier will be listed under them.

Registering Suppliers
Suppliers are recorded under "Companies" or can be imported.

"Additional Options" in the supplier form should be noted – these contain advanced details and settings that are less crucial during initial registration, such as bank details, payment method, creditor number, etc.

Enhance and Tag Data

With Custom Fields, master data can be individually enhanced or expanded. Using Labels (1), you can categorise or mark them. Examples of applications can also be found in this topic area under Organisation.

Client = Supplier?
If a company is both a client and a supplier, you currently need to create two separate companies in MOCO.
Lieferanten verwalten

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Report
The Supplier Report pertains to incoming invoices recorded for the supplier.

Export
Suppliers can be exported as an Excel file using the appropriate icon at the top right export (2).
Labels and Custom Fields are part of the export, which is useful for individual evaluations.

Other Companies

In MOCO, a business that is neither a Client nor a supplier is referred to as an "Other Company". For instance, this could be a company you are in contact with regarding an enquiry but have not yet confirmed a project with.

Other Companies are recorded under "Companies" or imported.

If you wish to "sort out" Clients, they can be reverted back to "Other Company". All Invoices and archived projects remain intact.

Contacts

Under "Contacts," all individuals are recorded and listed. These individuals may (but do not have to) be associated with a company.

All individuals registered as users under "Personnel" are also displayed here for completeness.

You can import existing contacts yourself using an Excel file here.

Assigning to a Company

The contact is automatically listed with labels under the client or company.
The address of the associated company is adopted (in the background) unless a different one is specified directly for the person. The name is inserted on the second line (unless otherwise preset for the client – see the small blue link below the address field).
Automatically assigned to groups like "Clients," "Supplier," etc.

Personalisation
Contacts can be assigned to quotes and invoices. The recipient's address, email, and salutation are then taken from the contact. All information on personalisation

Screenshot Kontaktseite: Detailansicht eines Kontakts