Account
General | Currency & Account | Custom Fields | Number Ranges | 2FA, MFA & SSO | Email (Dispatch, SMTP) | Email (Signature) | Smart FilterGeneral
Settings can be found under the gear icon in the top right corner.
Settings > Account > General
Under "General" you can manage general settings such as
Settings > Account > General
Under "General" you can manage general settings such as
- Company name
- Logo – for display in the user interface only » Invoice layout
- Account owner
- Language More about languages for the user interface and customer correspondence
- Base hours per day (Regular working hours per day for a 100% workload)
Currency & Account
Settings > Account > Currency & Account
Account Currency
The account currency is displayed here, which is set according to the chosen country during account creation.
Add More Currencies
Additional currencies can be added. They can then be selected for customers, projects, proposals, expenditures, etc.
.png "Waehrungen und Bankkonto")
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English image not yet available...Bank Account
Also, enter the account details of your company's default account here if you want to use, for example, transfer orders for expenditures.
Set up the bank reconciliation in the settings under invoicing.
Set up the bank reconciliation in the settings under invoicing.
Custom Fields
Settings > Account > Custom Fields
Data related to customers, projects, contacts, invoices, etc., can be individually extended with custom fields.
You define these in the settings (gear icon at the top right next to the search) under "Account" > "Custom Fields". The custom field then appears as an additional form field.
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Field Types include, for example, Single-line input, Multi-line input, Link, Yes/No, Single choice, Multiple choice, Date. Entering a hint text allows you to control the expected input. Labels for the alternative language can also be recorded if needed.
Data Supplementation, Evaluation, Display on Invoice
In addition to the main feature of data supplementation (e.g., for personnel: date of next employee interview, project: PO number), custom fields also have these benefits:
Optional display on proposal, invoice, time report
Custom fields can be displayed in the info block on proposals, invoices, and time reports. Data at the customer, project, and invoice levels are only displayed if the field was filled out before saving the proposal or invoice.
Evaluations
Custom fields are also part of the Excel exports, providing additional evaluation options.
Use for targeted search
The data entered via custom fields is searchable. For example, you can quickly find people with specific skills: create a custom field "Skills" with multiple choice on personnel/person. Through the global search (magnifying glass at the top right – or Shift + 7), all corresponding people will be listed when entering a property.
» Compare with using labels
» Use custom fields for DATEV cost centers
Optional display on proposal, invoice, time report
Custom fields can be displayed in the info block on proposals, invoices, and time reports. Data at the customer, project, and invoice levels are only displayed if the field was filled out before saving the proposal or invoice.
Evaluations
Custom fields are also part of the Excel exports, providing additional evaluation options.
Use for targeted search
The data entered via custom fields is searchable. For example, you can quickly find people with specific skills: create a custom field "Skills" with multiple choice on personnel/person. Through the global search (magnifying glass at the top right – or Shift + 7), all corresponding people will be listed when entering a property.
» Compare with using labels
» Use custom fields for DATEV cost centers
Number Ranges
Settings > Account > Number Ranges
Here you can decide whether numbers for customers, projects, proposals, invoices, and expenditures should be managed manually or assigned automatically according to your specifications.
English image not yet available...Automatic Numbering
The composition can be defined and the numbering can be started or continued at a specific number.
Tips for choosing the invoice number range
The composition can be defined and the numbering can be started or continued at a specific number.
Tips for choosing the invoice number range
Mandatory Invoice Numbering in Germany, Austria, and Switzerland
Germany requires, according to § 14 Abs. 4 S. 1 Nr. 4 UStG, a sequential invoice numbering. The sequential number (invoice number) ensures that the invoice created by the entrepreneur is unique. However, a gapless sequence of this invoice number is not mandatory, according to VAT Application Decree
see also http://www.akademie.de/wissen/fortlaufende-rechnungsnummer
In Austria, the VAT law also requires a unique invoice number for clear identification.
In Switzerland, invoices do not need a number from a tax perspective. See the article on the SME portal of the Swiss Confederation.
Germany requires, according to § 14 Abs. 4 S. 1 Nr. 4 UStG, a sequential invoice numbering. The sequential number (invoice number) ensures that the invoice created by the entrepreneur is unique. However, a gapless sequence of this invoice number is not mandatory, according to VAT Application Decree
see also http://www.akademie.de/wissen/fortlaufende-rechnungsnummer
In Austria, the VAT law also requires a unique invoice number for clear identification.
In Switzerland, invoices do not need a number from a tax perspective. See the article on the SME portal of the Swiss Confederation.
2FA, MFA & SSO
Settings > Account > 2FA & SSO
Two-Factor Authentication (2FA)
Two-Factor Authentication (2FA) can be enabled for the account
Two-Factor Authentication (2FA) adds an extra layer of security. It ensures that only the respective user can access their account and sensitive data, even if someone else knows their personal password. To access sensitive areas* within MOCO, a code entry is required from the user. This code is retrievable via an app on the user's smartphone and changes every 30 seconds.
Requirement: Each user must have an authentication mobile app (e.g., Authy, Google Authenticator, or Microsoft Authenticator, other apps are also possible) installed on their smartphone. Using this app, the user adds the MOCO account by scanning the initially displayed QR code.
Enabling 2FA
Two-Factor Authentication (2FA) adds an extra layer of security. It ensures that only the respective user can access their account and sensitive data, even if someone else knows their personal password. To access sensitive areas* within MOCO, a code entry is required from the user. This code is retrievable via an app on the user's smartphone and changes every 30 seconds.
Requirement: Each user must have an authentication mobile app (e.g., Authy, Google Authenticator, or Microsoft Authenticator, other apps are also possible) installed on their smartphone. Using this app, the user adds the MOCO account by scanning the initially displayed QR code.
Enabling 2FA
- First, each user must install an authentication mobile app like Authy or Google Authenticator on their smartphone.
- Enable 2FA in the settings under "Account" > "2FA" for the entire account.
- After activation, all users must add the MOCO account to the installed authentication app by scanning the displayed QR code once.
Once logged in, users will be asked for the verification code every 24 hours. If a different interval is preferred, just contact us - we are happy to adjust it individually.
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Switching to a new smartphone or authenticator app, or other issues:
2FA Troubleshooting
English image not yet available...*Sensible Bereiche sind alle Bereiche ausser "Zeiterfassung", "Kontakte" und das eigene Profil. Diese sind von der 2FA ausgenommen und weiterhin wie gewohnt und ohne zusätzlichen Code verfügbar.
Switching to a new smartphone or authenticator app, or other issues:
2FA Troubleshooting
Single Sign-On (SSO) – Integration
With Single Sign-On – via, for example, Google, Microsoft Office 365, or Okta (SAML protocol) – all users can log in securely, conveniently, and with just one click. This integration is subject to a fee.
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Order
English image not yet available...Order
Contact us through the in-app service, and we will inform you about the next steps. Have the URL to the configuration file (XML) of the IP – or the file itself – ready so that the setup can start immediately. Once the setup is complete, SSO login will be active in the account. Until a user logs in for the first time via SSO, login via email & password will still be offered in parallel.
Costs: Setup 240 EUR/CHF (one-time invoicing) + 2 EUR/CHF per person/month (automatic invoicing with the MOCO subscription)
Costs: Setup 240 EUR/CHF (one-time invoicing) + 2 EUR/CHF per person/month (automatic invoicing with the MOCO subscription)
Activating SSO will automatically disable 2FA in MOCO if it is active.
Email (Dispatch, SMTP)
Settings > Account > Email
Here you can make various settings for email dispatch. From sending via your own email address (SMTP) to display and reply addresses to the signature logo.
Here you can make various settings for email dispatch. From sending via your own email address (SMTP) to display and reply addresses to the signature logo.
Sending via own mail server (SMTP)
By default, MOCO sends proposals and invoices via the MOCO server.
Advantage: You don't have to worry about anything
Disadvantage: The customer receives the email with the sender's name but the sender's email reads noreply@mocoapp.com
Sending via a central, own email address
Alternatively, you can set up dispatch via SMTP. The dispatch then takes place for all documents via the central, verified own email address. This should ideally be neutral and general (e.g., office@companydomain.com).
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Assistance for setting up SMTP dispatch
» Microsoft Office 365
» Google Workspace
Advantage: You don't have to worry about anything
Disadvantage: The customer receives the email with the sender's name but the sender's email reads noreply@mocoapp.com
Sending via a central, own email address
Alternatively, you can set up dispatch via SMTP. The dispatch then takes place for all documents via the central, verified own email address. This should ideally be neutral and general (e.g., office@companydomain.com).
English image not yet available...Assistance for setting up SMTP dispatch
» Microsoft Office 365
» Google Workspace
Sender Display
By default the recipient is shown the name of the sender. Alternatively, the company name can be displayed as the sender.
Reply Address
If the recipient clicks on "Reply", the response is sent directly to the individual sender's email. Alternatively, a uniform reply email address can be set.
English image not yet available...BCC Address
In addition, a BCC address can be predefined if necessary (also removable in the dispatch dialog for individual cases).
Email (Signature)
Settings > Account > Email
Adding an Image (Logo) for Email Dispatch
If you want to use an image within the signature, store the image in the email settings. It can then be inserted into the various standard email texts using the variables (type { ) (1).
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English image not yet available...Define Standard Email Text & Signature
- The standard email texts including signature (usually sender data such as company address and contact) are defined in the Settings in the respective area for Proposals and Invoices.
- For personalization, use the variables (accessible via the curly brace "{"").
- Texts can also be colored or a link can be added (2) The colors are based on the values defined under "Layout" > General".
Smart Filter
Settings > Account > Smart Filter
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Selectable Smart Filter "Without Label"
If you want a note in various areas when objects have not been labeled, you can select the display of a Smart Filter "Without Label" in Settings > Account > Smart Filter. This allows for targeted filtering for relevant projects, invoices, etc.
What are Smart Filters?
Smart Filters are targeted filter options with the goal of completion.
English image not yet available...Selectable Smart Filter "Without Label"
If you want a note in various areas when objects have not been labeled, you can select the display of a Smart Filter "Without Label" in Settings > Account > Smart Filter. This allows for targeted filtering for relevant projects, invoices, etc.
What are Smart Filters?
Smart Filters are targeted filter options with the goal of completion.
For example, in projects: Over budget, Past due date, Billable, is without Invoicing plan.
