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.

Overview

Filter & Find | Annual Budgets (Cost Centres) | Purchase Report, Financial Reports

Filter & Find

Filter in Inbox and Archive

Search & Filter
Invoices in the inbox and archive can be searched or filtered (1).

As always, in the work list (in this case the "Inbox"), the filter can be accessed via "F" or the icon in the top right corner – in the archive, however, the filter is displayed by default and can be easily expanded for further options. Use the keyboard shortcut "Q" to filter all your expenditures.

Export
The filtered incoming invoices can be exported as Excel from the top right (2) – or the documents can be downloaded as a PDF batch.
Ausgaben im Eingang und Archiv filtern

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Listing by Supplier

All incoming invoices are listed and grouped by year under the respective supplier.

Quickly Find Supplier or Expenditure

The fastest way to find the desired expenditure or supplier is through the global search (magnifying glass in the top right or keyboard shortcut "/").

Annual Budgets (Cost Centres)

Purchases > Budgets

Marketing, training, etc. With annual purchase budgets, you can always keep an eye on your actual and planned position.

Overview
Once activated in Settings, an additional "Budgets" page appears under "Purchases". Here you can review the budgets you have already created.

Assign Budgets
Under "Purchases", in the purchase inbox or archive, assign purchases (supplier invoices, personal expenses claims, fixed costs) to budgets. If you want to assign several purchases at once, select them and use the bulk action "Select Budget" at the bottom left. If you have activated "Planned Purchases", you can also assign these to budgets for forecasting.

Budgets Kostenstellen für Ausgaben in der ERP Agentursoftware MOCO

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Cost Centre
This field is optional. If you want to analyse income by cost centre or pass the cost centre on to your accounts, you can also define a cost centre for budgets. Cost Centres for Accounting

Budgets with an Amount of 0

Use budgets with an amount of 0 if you only want to see the total – for example, "Room Rent".

Filter Purchases That Are Not Assigned to a Budget

In the purchase inbox, you can use the smart filter "Without Budget" to view all purchases that have not yet been assigned to a budget.
Alternatively, the filter also offers "Without Budget". This lets you catch up on the assignment later for purchases in the archive, if needed.

When Should I Use Budgets, and When Categories?

Budgets

Bring together all types of purchases (supplier invoices, personal expenses, fixed costs) and provide an easy-to-check overall overview.
Per purchase
They can be used to map cost centres.

Categories

Can only be assigned at line-item level for supplier invoices and personal expenses.
Per line item
They can be used to map revenue accounts for accounting preparation.

Purchase Report, Financial Reports

Purchases > Report

The report shows recorded and planned purchases (including fixed costs), recorded and planned payments, as well as purchases by supplier and purchases by expense account/category (if enabled). For analysis by annual budgets/cost centres, enable the budget feature.

Bericht Ausgaben Eingangsrechnungen Lieferanten

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Cross-Report Financial Reports

Purchases vs. Income

Reports > Finance > Overview

The financial report “Overview” shows all income and purchases net, and breaks them down.
More on the Finance Overview

Cashflow / Liquidity Planning

Reports > Finance > Cashflow

The cashflow report compares the gross payment amounts for purchases with invoices, showing your liquidity position.
More on the Cashflow Report

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