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.

Extensions

Zapier

Settings > Extensions > Zapier

Activating in the settings under "Extensions" generates the account-specific API key required by Zapier. With the help of Zapier, other web-based business tools can be connected and simple workflows can be created without any programming knowledge.

OCR – AI

Settings > Extensions > OCR
OCR AI Texterkennung

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Speed Up Invoice Processing – Save Time

MOCO can directly read documents using intelligent text recognition.

Less copy-pasting: Most data is reliably filled in automatically.
Targeted completion: All automatically filled data is highlighted in yellow for quick identification.
OCR learns: With each subsequent document from the same supplier, the reading accuracy improves.
Preview: Amounts are displayed even in draft status.
Single or total position: The output can be read as a whole position or as individual positions.

Tips for Optimal Use of Intelligent Text Recognition

Pay attention to supplier assignment, especially at the beginning: Create new suppliers directly in the expenditures form using the quick entry option. This ensures future supplier assignments are mostly guaranteed.

Add foreign currencies in the settings (Account > Currency & Account) beforehand, for which you expect to receive invoices.

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VIDEO: How to Activate and Use OCR (2:17)

Costs

Each read document automatically incurs a fee of 0.25 CHF/0.20 EUR. There are no base fees. A monthly budget allows for easy cost control. If the budget is exhausted, MOCO notifies the account holder and also displays a corresponding notice directly in the expenditures. The service can be stopped at any time without cancellation periods.

Why isn't this option covered by the regular MOCO subscription?

We pass on the costs of an external service.
A general price increase can be avoided: By invoicing based on usage, those who process more invoices pay more. This is fair as this additional option can save larger companies a lot of time – less so for smaller businesses. Even without this option, the expenditures recording offers the added value of digital invoice entry.

CardDAV

Settings > Extensions > CardDAV

CardDAV allows you to retrieve business contact data for companies, personnel, and contacts from MOCO. The data is centrally managed in MOCO and synchronized on the devices where the contacts were added.

Mit CardDAV Kontakte synchronisieren

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» More info here in the Contact Management chapter
» Info on activation

3CX

Settings > Extensions > 3CX

Connect your 3CX VoIP Softphone or your 3CX phone system with MOCO
All information: What is 3CX, functionality and benefits

How to set up the connection
1. Download the configuration file in MOCO (Settings > Extensions > Phone System)
2. In the 3CX software, select "None" in the "CRM Integrations" dropdown and upload the MOCO configuration file via Add.
3. For "Query CRM" select "Always"
4. Enter MOCO API key (Profile > Integrations)
5.Install Softphone

3CX Telefonanlage mit MOCO verbinden

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Google Places

Settings > Extensions > Google Places

With this MOCO extension, when creating a new company, the form is automatically filled in with address, country, standard tax rate, tax ID (if possible), phone number.

Firmen per Fond-as-you-type finden und Daten von Google automatisch ausfüllen lassen

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How to activate the option
Simply activate it in the settings under "Extensions" > "Google Places".

Costs
MOCO provides the integration free of charge.

HR (Personio)

Settings > Extensions > HR

For advanced HR functions such as recruiting, MOCO can be connected with the HR software Personio to automatically transfer selected data.
How the integration works

Personio Integration – Einstellungen in MOCO

Personio Integration – Einstellungen in MOCO

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Set up the connection

1. Settings in Personio (see image)
a) In the settings under "API access data" enter MOCO
b) For personal data, select checkboxes as shown in the screenshot.
c) For "Attributes to be transferred" select email. The identification of users on both sides is done via the email address with which the user is registered in both systems!

Personio will then automatically generate ID and Secret.

moco mit personio verbinden: einstellungen in personio

moco mit personio verbinden: einstellungen in personio

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2. Setting in MOCO
In the settings under "Extensions" > "HR" enter the Personio Client ID, Secret, and the start date.

Personio Integration – Einstellungen in MOCO

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Mapping Overview of Absences

If you have activated the sync of absences to MOCO, the Personio categories will be mapped to the following MOCO absences.
mapping abwesenheiten personio erp moco

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Vacation

Paid vacation (1) – Paid leave from work for recreational purposes.

Not plannable

Unpaid vacation (3) – Unpaid leave from work for recreational purposes.
Strike (illegal) – Illegal refusal to work, organized by a staff representative body.
Unexcused absence (unpaid) – Absence from work without further explanation or notification.

Illness

Illness – Paid leave from work for health treatment.

Neutral absence

Paid leave due to child's illness – Leave from work to care for one's own children under 12 years old in case of illness. Compensation is regulated by the employment contract.
Parental leave (2) – Unpaid leave from work, allowing employees to care for their child.
Voluntary military service – Leave from work for voluntary military service.
Individual employment ban (pregnancy) – Additional protection period for pregnant employees to avert dangers to mother and child.
Maternity protection period – General protection period for pregnant or breastfeeding employees.
Care leave for relatives (short-term) – Paid short-term leave for up to 10 days to plan and reorient in the acute care case of a family member.
Care leave for relatives (long-term leave) – Complete or partial exit from the profession for up to six months to care for a dependent close relative at home. See also §§ 3, 4 PflegeZG.
Rehabilitation measures – Measures and treatments for medical and occupational rehabilitation and social reintegration.
Strike (legal) – Legal refusal to work, organized by a staff representative body.
Unpaid leave due to child's illness – Unpaid leave from work to care for one's own children under 12 years old in case of illness.
Other paid leave – Any absence that does not fit into the given categories. Applicable, for example, to business trips, training, compensatory time off, educational leave, special leave.
Temporary reduction in normal working hours under a government-subsidized scheme.

Not supported (will be ignored)

Home Office - The employee works not on-site but from the home office or on the go. Recorded in MOCO via time tracking
Holidays cannot currently be transferred and must be entered in MOCO manually.

API & WebHooks

Extensions > API & Webhooks > API Key

API key MOCO mocoapp

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API Key

To connect systems, what is known as an API key is required. With the API keys, one can automatically fetch (read) data or write into MOCO. Programming knowledge is a prerequisite.

Personal API Key

In the user profile (click on the profile picture at the top right) > "Integrations", the personal key can be accessed.

Account API Key

In addition to personal API keys, there is the option to create up to three account API keys alternatively or additionally.

All information about the API & API documentation

Webhooks

With the help of WebHooks, events in MOCO can be easily and in real-time transferred to other systems. Up to 39 events can be defined (Settings > Extensions > WebHooks).

More information about Webhooks

XInvoice (D)

Settings > Extensions > XInvoice

Here you can activate the integration with Faktoora and create XInvoices.
All information on setup and functionality

XInvoice represents invoice content – instead of on paper or in an image file such as PDF – in a structured, machine-readable XML dataset. This facilitates automatic processing.
Since the end of 2020, invoices in Germany to federal clients with an amount over 1000 EUR must be submitted digitally in the new eInvoice format XInvoice on the 'Central Invoice Receipt Platform' of the federal government (ZRE).
eInvoice, XInvoice, ZUGFeRD? We explain here in more detail what distinguishes the terms.

eInvoices

In Germany, the introduction of the eInvoice is planned for January 1, 2025 – MOCO will then be able to create eInvoices. More information on eInvoices

Credit Cards

Settings > Extensions > Credit Cards

Enable the connection here if you want to use the full integration for Pliant's credit card solution. This eliminates the need to reconcile incoming receipts with the credit card statement and greatly simplifies the management of business expenditures.

Once payments from Pliant are posted, MOCO automatically records the expenditure draft and the payment. The receipts are synced. More information about the integration

kreditkarten integration agentur pliant einstellungen

kreditkarten integration agentur pliant einstellungen

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Note for Accounting: Accounting is disabled in Pliant because preliminary accounting is handled through MOCO. Accounting in MOCO

Link to the blog post from April 9, 2024

Mehr zu Einstellungen...