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.

Companies & Contacts

Clients | Suppliers | Other Companies | Contacts

Clients

Clients (= contractors) can be companies as well as individuals.

Recording clients
Clients are recorded under "Companies" or imported collectively when starting with MOCO.
The optional Google extension allows for a faster recording of companies.

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In the submenu of the client (1) you can find all relevant listings.

Address handling
The client master data is designed for invoicing. Therefore, the address and email you enter for the client should be the invoice address. Because invoices usually go to a fixed address and are impersonal. The invoice address at the client level can be overwritten in the project under "Invoicing" or in the invoice itself. Postal addresses play a lesser role within MOCO and can be accommodated in the "Additional information" field or supplemented as a data extension through a custom field.

For proposals, you select the contact at the top right of the recipient. The address and email of the contact are then set automatically. Often, within a client, proposals go to different contacts.

Notes & Files

Below the client details, information and files (e.g., a contract) about the client can be stored under "Notes and Files" for traceability. This forms the history.

"More options" in the client form (Edit - 2) should be noted – they contain advanced information and settings that are less important for the initial recording. For example, discount, cash discount, individual footer text, differing hourly rates (a new tab appears after selection - 3), invoicing note, debtor number, etc.

Supplement data, Labels (Tags)

With Custom Fields, the master data can be individually supplemented or expanded. With Labels (1), categorization or marking is possible. Application examples can also be found in this topic area under Organization.
Tagging or labeling can be done per company – or collectively after selecting several companies.
Labels as well as Custom Fields are also included in the export and useful for further individual evaluations.

Kunden und Lieferanten erfassen

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Export
Clients can be exported (2) as an Excel file via the corresponding icon at the top right.

Suppliers

Suppliers are, for example, printers, hosting providers, translation agencies, freelancers.
Associated incoming invoices are listed under the supplier.

Recording suppliers
Suppliers are recorded under "Companies" or imported.

"More Options" in the supplier form should be noted – these include advanced details and settings that are less important for the initial recording. For example, bank details, payment method, creditor number, etc.

Supplementing data, tagging

With Custom Fields, the master data can be individually supplemented or expanded. With Labels (1), categorization or marking is possible. You can find application examples in this topic area under Organization.

Customer = Supplier?
If a company is both a customer and a supplier, currently in MOCO, two companies are created for this purpose.
Lieferanten verwalten

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Export
Suppliers can be exported (2) as an Excel file via the corresponding symbol at the top right.
Labels as well as Custom Fields are part of the export, which is useful for individual evaluations.

Other Companies

A company that is not yet a client or a supplier is referred to in MOCO as an "Other Company". For example, this could be a company with which there has already been contact regarding a Proposal but no project commitment exists yet.

Other Companies are recorded under "Companies" or imported.

If you want to 'sort out' clients, they can be changed from "Client" back to "Other Company". All Invoices and archived projects remain intact.

Contacts

Under "Contacts", all natural persons are recorded and listed. They can (but do not have to) be associated with a company. Also, all individuals who have been recorded as users under "Staff" are displayed here for completeness.

Import existing contacts via an Excel file yourself.

Assignment to a company

Contact is automatically listed with labels at the customer or company.
The address of the associated company is (in the background) adopted unless a different one is specified directly at the person. The name is then inserted on the second line (unless preset differently at the customer – see small blue link below the address field).
Automatically assigned to the grouping "Customers", "Supplier", etc.

Personalization
Contacts can be assigned to Proposals and Invoices. The recipient's address, email, and salutation from the contact are then adopted. All information on personalization

Screenshot Kontaktseite: Detailansicht eines Kontakts