MOCO Functions as a List
Here you will find a simple list. Looking for the illustrated user manual?
Project Management
- Projects Client & Internal
- Customizable project list with selectable columns, sorting, etc.
- Distinction between invoicing type Effortless or Fixed Price
- Retainers and Hourly Contingents
- Project groups for subprojects & partial projects
- Filtering by project manager or labels
- Budget control (Performed and Invoiced) and display of currently billable items across all projects
- Automatic or manual project numbering
- Definition of standard services and standard hourly rates
- Setting for invoicing in daily rates
- Hourly rate by service, position, or uniformly (pre-settable)
- Customizable timesheet
- Mark or categorize projects with labels
- Assignment of individual employees or teams to the project
- Budgeting project, personnel, services
- External costs, personal expenses, travel expenses, etc. (in MOCO Additional services)
- Budgeting of additional services
- Predefine Additional Services
- Centrally Manage Additional Services
- Transfer Additional Services from Proposals to Projects
- Report: Hours, Activity, Budget, Profitability & More
- Share Report – e.g., with a Client
- Custom Fields Available
- Note-taking and File Upload
- Smart Filters
- Financial Planning
- Link External Project
- Various Exports
Clients, Suppliers, Companies
- Excel Import for Companies
- Categorize or Tag with Labels
- Automatic or Manual Client Numbering
- Define Different Payment Terms (Footer Text, Cash Discount, etc.) per Client
- Different Price List
- Overview of All Invoices for the Client
- Overview of All Invoices for the Client
- Overview of All Sales Activities (Leads and Proposals) for the Client
- Customizable Timesheet
- Overview of All Company or Client Contacts
- Custom Fields Available
- Client Report
- Notes/History for Client
- English Optional (Invoices, Proposals, Email Dispatch)
- Note-taking and File Upload
- Exports
Contacts
- Data Import for Contacts
- No Company as "Container" Needed
- Grouping and Tagging
- Comments/Note-taking Including Attachments (History)
- Assignable to Companies (Optional)
- Personalize
- Access on the Go
- Excel Export for Newsletters, Mail Merges, etc.
- Phone System/Softphone
- Automatic Note on Call via clinq
- Birthdays
- Exports
Personnel Management
- Grouping into Teams Possible
- Custom Fields Possible
- File Upload
- Individual Access Rights per User
- Internal Hourly Rate (for Profitability Calculation)
- Leave Requests
- Submit Leave Requests via Smartphone
- Custom Fields for Leave Requests
- Carry Over Remaining Leave
- Leave Account
- Home Office Documentation
- Time Tracking Report, Billability
- Customizable Timesheet
- Report: Billability, Activities
- Set Custom Target Hours (especially for part-time)
- Target-Actual Report
- Time Account for Individual Adjustments
- Carry Over Overtime to New Year with One Click
- User Switch – Possible with "Personnel" Rights
- Note Option for Individual Person
- Record Personal Expenses or Send via Email to MOCO
- Display and Edit Assigned Projects for Employees
- Access to Personal Notifications, Personal Expenses, Leave Account via iOS and Android App
- Various Exports
Settings
- Profile Settings for Personal Data, Language, Notifications, Working Hours
- Account Settings: General, Account Holder, Currencies, Account, Custom Fields, Number Ranges, 2FA, Email Dispatch
- Predefine Standards for Services: Services, Additional Services, Hourly Rates, Internal Hourly Rates, Catalog
- Layout: Formatting, Fonts, Letterhead (incl. Logo, Sender Details, UID), Info Fields, Labels
- Various Settings for Leads and Proposals
- Default Settings for Projects, Activate Project Groups
- Default Settings for Planning and Absence Management
- Settings for Time Tracking
- Settings for Invoices and Reminders – incl. QR Invoice
- Settings for Expenditures: Categories, Activate Personal Expenses, Fixed Costs
- Different Fiscal Year
Personal Profile
- Language Setting: German / English / French / Italian / Spanish
- Profile Picture Upload
- Set New Password
- Choose Notification Options
- Overview of Assigned Projects
- Vacation Overview
- Target-Actual Comparison
- Personal Expense Recording
- Overall Time Tracking Report
- Personal API Key
- Personal Export of Planning for an External Calendar
- Personal Mobile App for Time Tracking, Target-Actual, and Messages
General
- Two-Factor Authentication
- Single Sign-On (SSO)
- Search Across the Entire Account (Magnifying Glass or Shift + 7)
- Various Notification Options
- Notify an Employee via @Name in the Notes Section
- Display and Insert Variables with "{" Including Preview
- Shortcuts / Keyboard Shortcuts
- Labels for Categorizing or Tagging Almost Everywhere
- Different Fiscal Year
- Various Data Import Options
Integrations & API
- API Interface & API Key
- API Mapping via Custom Fields
- Web Hooks
- Two-Factor Authentication (2FA) via Authenticator App – with Additional Alternatives like Touch ID, Yubikey, Face ID etc.
- Connect Tools via Zapier or Make
- Integration of Task Management and Collaboration – e.g., Clickup, Trello, Asana, etc.
- Quick Access Time Tracking
- Automatic Check-in Time Tracking via Button, RFID, Wifi, Localization
- Connect FRITZ!Box Telephone System
- Browser Telephony via clinq (sipgate)
- Directly Connect 3CX VoIP Softphone/Telephone System
- Auto-fill Business Data from Google
- Many More Integrations
Accounting
- Pre-accounting of outgoing and incoming invoices
- Payment reconciliation of outgoing invoices with camt file
- Direct bank connection
- Payment orders for incoming invoices
- Manage debtor and creditor numbers
- Manage expense and revenue accounts
- Manage tax keys
- Automatic transfer to DATEV Unternehmen online – Incoming and Outgoing Invoices
- Cost centers for direct transfer to DATEV Unternehmen online (KOST1 and KOST2). Incoming and outgoing invoices
- Accounting export DATEV format – Incoming and Outgoing Invoices
- Neutral Accounting Export – Incoming and Outgoing Invoices
- Accounting Export BMD – Incoming and Outgoing Invoices
- Custom extension of the neutral export via own fields
- Zapier trigger for automatic transfer of bookings (e.g., for Run My Accounts)
Proposals
- Create proposals
- Proposal templates
- Predefine and insert items
- Invoice proposal
- Edit, copy, move, delete proposals
- Variables for standard texts
- Images in proposals
- Position groups (Individual prices are not displayed)
- Cost Calculation
- Live Info during Parallel Processing
- Attachments
- Proposal status sent, confirmed, etc.
- Note-taking capability
- Direct email dispatch
- When sending emails or changing status, details are saved as a comment under "Notes"
- Proposal Confirmation
- Delivery Note
- Order Confirmation
- Excel Export Proposals
- Display only net amount
- Proposals with price range or without a definitive total
- Change log
Lead Funnel (Acquisition)
- Generate New Business from Existing Clients
- Capture Leads
- Collaborate and Transfer
- Define Lead Stages/Probabilities Individually
- Smart Filters
- Resubmission
- Customize leads with labels and custom fields
- Comments, file upload, history
- Leads & capacity planning
- Convert lead into a project
- Invoice proposal without a project
- Volume and weighted volume - total and per month
- Overview page of all sales activities
- Filter and analysis of completed leads
- Exports
Time Tracking (Project Hours)
- Time tracking on client projects and internal projects
- Time entry in various formats
- Time tracking on the go via smartphone (iOS, Android)
- Share time entry (example meeting)
- Use tags and IDs (with auto-completion)
- Stopwatch
- Running stopwatch displayed in browser tab
- Differentiation between billable and non-billable hours
- Display of available remaining hours in time tracking
- Global timesheet, filterable & sortable
- Timesheet by client, project, person (PDF, Excel, CSV)
- Review, correct, reassign time entries
- Target/Actual Overview and Evaluation
- Time tracking for another person
- Round time entries to 15 or 5 minutes
- Various time formats possible
- Time tracking on planned projects
- Time tracking on favorites
- Time tracking on calendar appointments
- Quick access time tracking
- Lock time tracking retroactively (period lock)
- Adopt services from proposals for time tracking
Work Time Tracking (Start, End, Breaks)
- Work time tracking additionally activatable
- Predefine and automate work time tracking
- Work time tracking with free iOS and Android app
- Work time tracking via button, NFC, terminal, etc.
- Fill work time with project time
- Document home office
- Work times report per person
- Comprehensive work times report for all persons
- Compliance with legal requirements or rules
- Exports
Invoicing / Invoice Creation
- Individual automatic or manual invoice numbering
- Overview page highlighting areas needing attention
- Overview of all invoices, filterable
- Overview of issued invoices for a month including total
- Invoice based on effort (including timesheet)
- Option for detailed invoice structure (line items with details)
- Option for monthly invoice structure (services per month)
- Option for compact invoice structure (services summarized)
- Setting for invoicing in daily rates
- Advance and final invoice
- Collective invoice (across projects)
- Create invoice from proposal
- Create invoice individually
- Create invoice without project
- Mass creation of invoices
- Copy invoice across
- Move/assign invoice
- Discount, total discount/surcharge or individual discount/surcharge possible
- Individual surcharge or discount
- Discount on total amount
- Partial total and interim total
- Attachments (receipts, timesheet, individual)
- Email dispatch, mass dispatch
- Delivery note
- Maintain accounts receivable list
- Record payments for the invoice
- Partial Payments
- Automatic Reminder for Overdue (Optional Info-Mail)
- Reminders, Reminder Levels
- Collection Service
- Cancellation
- Custom Fields
- Overridable Standard Text (Salutation/Footer)
- Variables for Standard Text
- Invoice Texts Can Be Formatted
- Export Invoices as Excel
- Batch Download Invoices
- Notes & Communication on Invoice
- Trackable Email Sending and Status Changes
- Change Log
- QR Invoices and eBill for Switzerland
- XInvoice
- Payment Reconciliation camt
- Set Multiple Invoices to Paid
- Service Catalog
- Accounting Options
Expenditures / Digital Invoice Entry
- Incoming Invoice Entry
- Batch Upload Receipts
- Email to Inbox
- Swiss QR invoices are automatically read
- Scan expenditure receipts via iPhone app
- Text recognition or OCR for receipts
- Receive and process e-invoices according to B2B requirements in Germany
- Split incoming invoice into items
- Bank connection with payment reconciliation for outstanding expenditures
- Automatic payment via transfer order
- Record payments manually – individually or collectively
- Record and evaluate budgets/cost centers and categories/expense accounts
- Record fixed costs (without receipts)
- Invoice approval
- Automatic approval request for amounts above a certain threshold
- Assign expenditure to one or more projects
- Reallocate costs through project, define markup
- Select receipts as attachments to invoices
- Assign multiple expenditure items to a project additional service
- Filtering
- Batch Download Receipts
- Incoming Invoices with Change Log
- Multiple Selection
- Full Integration Credit Card Solution Pliant
- Mark and Evaluate Expenditures for KSK
- Plan Expenditures
- Match Incoming Invoices with Orders
- Various Exports
Capacity Planning / Resource Planning
- Monthly View, Weekly View, Level of Detail
- Choose Team Order, Hide Individual Persons or Teams
- Reduce to Own Planning with Q
- Plan Project Roughly or by Service
- Provisionally Plan Project (without Impact on Workload)
- Plan Roughly or by Hour
- Recurring Entry
- Project Favorites
- Limit Planning to a Project
- Color Selection for Client, Project, or Individual Entry
- Notes and Symbols for an Entry
- Move or Copy Entries via Drag-and-Drop
- Copy with Alt key pressed
- Planned vs. Actual
- Utilization per Team/Person and Month
- Live Utilization per Week or Day Directly While Planning
- Holidays, Vacation, and Other Absences
- Employees Manage Absences Yes/No
- Restricted Access for Employees
- Change Log for Individual Entry
- Planning Info for All Projects via Individual Project List (Selectable Column)
- Direct Time Tracking on Planning Entries (Tasks)
- Various Exports
Global Reports
- Overview – Customizable Dashboard
- Finance (Net Revenue & Expenditures, Cash Flow, Liquidity Planning
- Time Tracking
- Client Revenue & Profitability
- Project Profitability
- Personnel (Absences, Target-Actual, Billability)
- Invoicing, Accounts Receivable
- Expenditures
- Personnel Utilization
- Absence Overview for All Personnel