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.

Article from July 10, 2024

Forecast Expenditures Part 3: Planned Expenditures from Projects.

Overview

Part 1 One-time General Expenditures
Part 2 Recurring General Expenditures
Part 3 Planned Expenditures from Projects

🎥 VIDEO Tutorial on Planned Expenditures

Planned expenditures for projects (external costs, personal expenses) can be directly planned by the project manager – for financial forecasting and efficient allocation of incoming invoices.

How to Plan Project Expenditures

Prerequisite: "Planned Expenditures" must be activated (Settings > Expenditures > Planned).

External costs are represented by additional services in the project. These can be transferred from the proposal to the project – and used as planned expenditures for forecasting and allocation after commissioning.

1. Enter Date and Amount for the Planned Expenditure in the Additional Service

If expenditure allocation is active, enter the date and planned costs under "Planned Expenditure". If the planned costs are 0, the additional service will be offered for allocation as usual and will not be considered in the forecast.

Plan External Costs in the MOCO ERP Agency Software

Plan External Costs in the MOCO ERP Agency Software

2. The Project Expenditure is Now Planned

This planned project expenditure will now be considered accordingly in the forecast and allocation.

Note: Attaching a receipt when editing the additional service and changing the responsible person has been hidden under "More Options" as these details are rarely changed.

Tip to Get Started:
Declare Already Created Additional Services as Planned Expenditures

In the overall list of additional services (Projects > Additional Services), you can see via the orange icon whether expenditure allocation is active or not. If it is active and no progress bar is visible under the costs, edit the additional service and define the planned expenditure with date and amount.

Allocate Expenditures (Incoming Invoices and Personal Expenses) and Complete Planned Expenditure

1. Match Planned Expenditures

Incoming invoices (or selected items from them) are matched with planned expenditures via the Link Icon (1) – and directly allocated to the additional service.

2. Allocate

With the allocation confirmation, you can choose (2) whether the allocation is thereby completed.
a) "Allocate & Complete" sets the expenditure allocation for the additional service to inactive and removes it from the forecast.
b) Only "Allocate" keeps the planned expenditure with the remaining amount for further allocations.

Plan and allocate external costs in the ERP agency software MOCO

Use Smart Filter

If not all items of an expenditure are allocated, the Smart Filter "Without Allocation" (3) will notify you. With a click on it, you can quickly complete the allocation if needed before moving the completed expenditures to the archive.

Continue to Allocate Projects Without Planning

When allocating, the "Project" selection still offers the option to allocate costs to projects without planning.

Tip for Faster Allocation

After the client confirms a proposal and the project is created, the supplier is usually commissioned. Directly specify the project number when commissioning – so that it can be indicated in the invoice title or as the order number. This is then "the PO" (purchase order or order number) so that the allocation can happen even faster. In this context, we naturally have many further development ideas ... :)

Overviews & Reports

All Planned Project Expenditures at a Glance

Under Expenditures > Planned, you can always see which expenditures from projects are still planned (1). To filter only by these in the planning, select the "Additional Services" type (2) in the filter (F).

Planned Project Expenditures ERP Agency Software MOCO

Planned Project Expenditures ERP Agency Software MOCO

Planned Date Easily Adjustable
You can also directly adjust the date in the list with a click – for example, if a supplier invoice is delayed.

Also Complete Planned Expenditures Here
If all incoming invoices for the planned project expenditure are allocated, you can complete them (right dropdown "Complete"). The expenditure allocation will automatically be set to inactive.

Forecast in Financial Reports

In the financial reports under Reports > Finances, the planned project expenditures are also considered. This way, the corresponding costs can be considered alongside the revenues from additional services.