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.

Alter News-Artikel! » Hier geht's zur aktuellen Online-Hilfe

Article from May 17, 2021

Retainer & Hourly Quotas: The Monthly Budget

Notice: Due to updates, you can find more current information in the online manual
With the new monthly budget, retainers as well as hourly quotas can be set up and controlled more precisely. The most important features of the new functionality and the typical use case for retainers.

Benefits of the Monthly Budget

Monthly budget amount with duration
Automatic invoicing plan (for fixed price = Retainer)
Control of current budget progress in the project list
Extended control in the project report
Notification options for the monthly budget
Revenue forecast
Capacity planning: Entire duration can be planned
Marking & filter option in the project list

The monthly budget is designed to be used for retainers with a flat-rate invoicing as well as for monthly hourly quotas that are billed according to effort. The typical hallmark is the arrow shape of the budget bar, which indicates the continuously accumulating budget:
Retainer erstellen und kontrollieren

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Retainer

A retainer describes a regular monthly flat rate, which the agency bills the client. This covers agreed regular services. External services – i.e., services purchased from suppliers such as travel expenses, translations, etc. – can also be part of a retainer flat rate. Here, the goal is to ensure that one can control the budget monthly and in total, with the aim of ensuring a certain margin.

Create Project
(1) When creating a new project, select "Fixed Price / Flat Rate" and "Monthly Budget?" in the form.
(2) Enter the monthly amount and duration.
(3) The cumulative budget including the current month is always displayed in the project details.
Retainer erstellen

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Invoicing
MOCO automatically creates a monthly invoicing option
(1) At the end of the month, the monthly amount appears in the project list as an item to be billed.
(2) A click on it leads to the invoicing plan.
(3) The invoice can be created on this page – or via bulk invoicing.
(4) On the 1st of each month, the item is automatically created in the invoicing plan – at the end of the month, it is actively offered for invoicing.
retainer abrechnung rechnung erstellen

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Control
Projects with a monthly budget can be recognized by the arrow shape of the budget bar.
(1) Control of the current budget in the project list.
A click on the budget info leads to the project report.
(2) Under "Hours" it is displayed how many hours one is over or under at the current time. Above the monthly graph (mouseover for number of hours + amount) there is a marker
(3) Budget progress bar with cumulative budget including current month, Performed and Remaining.
(4) Breakdown of the months.
retainer controlling reporting

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Forecast
The automatic invoicing plan is also included in the revenue forecast (Invoicing > Report).

Planning
The hours for the entire duration are displayed for planning.
Planned vs. performed hours can be compared in the project report (see above 2).

Hourly Quota

The hourly quota can be a support project – e.g., Software Maintenance. A certain number of hours (or an amount) is agreed with the customer, which can be performed without requiring a budget release each time.

Differences to Retainer

In the project form, select "According to Effort" for invoicing
Create the invoice as usual directly from the performed items.

General Notes

Switching to monthly budget
If you want to switch already created projects to a monthly budget, this is generally possible. However: A retainer project does not know any sub-budgets. These are reset when saving. For additional services, one can work with the groups (cost pools) instead.