Exports | ERP Agency Software MOCO

Exports

Project Hours | Projects, Leads, Proposals | Invoices and Payments | Companies and Contacts | Revenue Forecast | Expenditures | Planning and Absences | Working Hours | Person/Personnel | Additional Services | Service Catalogue

Project Hours

Global Filterable Hours Export

Under "Projects" > "Timesheet"

Annual or Monthly Hours Export 

In the "Reports" > "Time Tracking" > "Project Times" section at the top right, there is an Excel export available for all projects and individuals.
Timesheet Hours Export MOCO Agency Software

Custom Hours Exports by Person, Project, Client, etc.

Through the Timesheets at various levels (Project, Client, Person, and overall), time tracking can be further filtered and specifically exported (PDF, Excel, CSV).

Projects, Leads, Proposals

Projects

Excel export for project lists available at the top right (see example image: Client projects)
Excelexport Projekte(English image not yet available)

Projects with Custom Data

Excel export of the custom project list (Projects > Custom)

Project Profitability

Excel export in the report "Reports > Projects"

Ongoing Leads

Excel export at the top right under "Acquisition" > "Leads"

Completed Leads

Excel export at the top right under "Acquisition" > "Completed"

Proposals

Excel export and documents at the top right under "Acquisition" > "Proposals"

Invoices and Payments

Invoices by Creation Date

Location: Invoicing > Invoices
  • Export invoices as rows (xls)
  • Export invoices as individual items (xls)
  • Download invoice documents collectively.
Note: When filtering, select the desired status using the icons
Rechnungen und Zahlungen für Buchhaltung exportieren(English image not yet available)

Payments & Invoices by Payment Date 

Location: Invoicing > Payments
  • Export payments as Excel.
  • Export invoice documents by payment date.

Pre-allocated Accounting Exports


Companies and Contacts

Clients

The export option is located under "Companies" > "Clients" in the top right corner.
Kontakte als Excel-Datei exportieren(English image not yet available)

Suppliers

The export option is located under "Companies" > "Suppliers" in the top right corner.

Other Companies

The export option is located under "Companies" > "Other Companies" in the top right corner.

Contacts

can be exported as an Excel file from "Contacts" in the top right corner.
If filtered by Label, only the filtered companies or contacts will be exported.

Revenue Forecast

Under "Invoicing" > "Reports", you can export the composition of billable items and projected revenues.
You can also find the same export under "Reports" > "Finance" at the top right.

Expenditures

Expenditures Inbox & Archive

Typically, the inbox contains pending recorded expenditures, personal expenses, and drafts. The archive holds completed expenditures. In both the inbox and archive, you can find these export options at the top right: 
  • Individual Items (including details defined at the item level: project name, project number, category, expense account, net, tax, gross, etc. Expenditures can consist of one or more items.
  • Simple Expenditure Export, which is not broken down into items.
  • Batch Download of Receipts
Export der Ausgaben bzw. EIngangsrechnungen und Belegen(English image not yet available)

Accounting Export

In addition to the standard exports, an Accounting Export is also available.

Outgoing Payments 

Under "Expenditures > Payments" you can export all recorded payments.
  • Export Payments as Excel.
  • Export Receipts by payment date.

Planned Expenditures

Under "Expenditures > Planned" you can find the exports.
  • All planned expenditures under "All"
  • Recurring planned expenditures under "Recurring"

Expenditure Budgets

Under "Expenditures > Budgets" you can export the annual budgets.

Planning and Absences

Reports > Planning

  • Export "Planning" Entire year per person/day
  • Export "Absences" Entire year per person/day

Reports > Personnel

  • Export "Target-Actual & Billability" Entire year per person/month – absences, targets, hours, etc.
  • Export "Leave" Leave balance per person and number of sick days per year
  • Export "Absences" Export precise, filterable absences as needed.
ERP Agentursoftware MOCO Export Abwesenheiten Krankheit(English image not yet available)

Personnel > Person > Target-Actual

  • Export "Target-Actual" Entire year per person/day – absences, targets, hours, etc.

Working Hours

Individual & Time Period

An extract of working hours per person for any given period can be generated under "Personnel" at the person > "Working Hours". Each user can also find this option under "Time Tracking" > "Working Hours" to create an extract (see image).
  • PDF: Overview
  • xls or csv: Listing of individual work slots
Arbeitszeiterfassung Auszug Dokumentation(English image not yet available)

Individual & Whole Year

Under "Personnel" at the person, the Export under "Target-Actual" provides daily target hours, working time, absences, and project times.

All Individuals Whole Year

The time tracking for all individuals for the entire month or year (xls) can be found under "Reports" > "Time Tracking" > "Working Hours"

Arbeitszeiten Export Personal ERP Agentursoftware(English image not yet available)

Person/Personnel

Export Personnel Data

In the "Personnel" section at the top right, employee data can be exported as an Excel file.

Weekly Models

In "Personnel > Weekly Model" (top right), the active weekly models for all individuals can be exported.

Absences, Home Office, Working Hours, Target-Actual, Billability, etc. across all Personnel

Under "Reports" > "Personnel", the comprehensive information displayed there can be exported.
Personaldaten exportieren Business Software MOCO(English image not yet available)

Daily Target-Actual for Individual Personnel

In "Personnel" > Person > "Target-Actual", there is an export option at the top right where absences, home office, working hours, target-actual, etc. are broken down per day. This allows almost any display to be traced.

Exports on Absences

Additional Services

Additional Services per Project

Additional services can be exported directly within the project under "Additional Services" at the top right.

Global Additional and Recurring Services

Under "Projects" > "Additional Services" (filterable by Client, search term, responsible person, and time period)

Service Catalogue

Under "Settings > Services > Catalogue", you can export the service catalogue.

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