Itemize App Review | The 30 Day Accountability Challenge

 

 

The 30 Day Accountability Challenge is moving right along and the Legal Suite is almost to an end. If this is your first article from the series, let me tell you what you can expect in the next 30 days. I am bringing you a review each day on some of the most useful apps found in the App Store (Sorry Android Users! I will do my next 30 Day Challenge just for you guys:))

I handpicked these apps for the small business owner (or the brand) that wants to set themselves up for success this year. Each app will be reviewed on 4 metrics and given a final score out of 100%. Those four metrics are:

  1. Ease of use
  2. Functionality
  3. Specs
  4. Integration with other Apps, Websites, Etc

And now, the next app in the “Legal Suite”- Itemize

 

 

Itemize App

Itemize is an app that allows you to create itemized list of your receipts. The app also allows you to track your mileage through taking pictures of your gas receipts. Itemize will categorize your receipts and even give you the name of the business with the logo for ease of use.

Now the deets…

  1. Ease of use

Itemize was fairly easy to set up. You can use your email address or Facebook account to start your account. They have even have an option to sync your Google Account. Once you upload your receipt, you can see all of the details of the purchase, payment type, and some more details that help you manage your expenses. The hidden gem in this app is the “Pay Me Back” feature where you can request money from other users through the app Venmo.

2. Functionality

This app’s functionality is pretty seamless. It was impressive that the app recognized the companies and automatically categorized the type of expense. Itemize has a great interface that shows you the overview of the receipts and gives you several options to categorize from reimbursement options, billable clients, work expense, job codes, tags, and notes. 

3. Specs

The basics are covered here:

  • Extract, compile and store expense data
  • Capture total amounts, VAT, sales tax and more
  • Organize digital  receipts from email
  • Apply project codes, tags, notes and customized information
  1. Integration with other Apps, Websites, Etc

Itemize has a “Pay Me Back” option that works with Venmo so you can request or send money to others.

Overall grade: 89.99%

Itemize is a convenient way to keep your expenses in one place. The details in  this app makes life easier when you are tracking your spending or putting together expense reports for your business. Being able to have all of your receipts in one place is great and the option to use Venmo makes this app worthy of your  time. Between the categories and the recognition of companies, this app is definitely a keeper. The only downfall is that you can’t get a thorough report through the free version. 

Small Business Application

Itemized reports are dire in business. You are able to keep up with where your finances are being spent but also you can keep up with the items you want to write off on your taxes. When you bring a financial report to your tax preparer, they will be extremely happy with you. Do your business a favor and put a system in place for tracking your financials.

Thanks for toughing it out with me! Stay tuned for tomorrow’s app and be sure to comment with your experiences with Itemize or any other financial app.

Zoho Invoicing App Review | The 30 Day Accountability Challenge

The 30 Day Accountability Challenge is moving right along! Day 8- Woohoo! If this is your first article from the series, let me tell you what you can expect in the next 30 days. I am bringing you a review each day on some of the most useful apps found in the App Store (Sorry Android Users! I will do my next 30 Day Challenge just for you guys:))

I handpicked these apps for the small business owner (or the brand) that wants to set themselves up for success this year. Each app will be reviewed on 4 metrics and given a final score out of 100%. Those four metrics are:

  1. Ease of use
  2. Functionality
  3. Specs
  4. Integration with other Apps, Websites, Etc

And now, the next app in the “Legal Suite”- Zoho Invoicing App.

 

The Zoho Invoicing App

The Zoho Invoicing app is a free app that allows users to create and keep up with invoices within the simple and super useful interface. Zoho makes invoicing a breeze and acts as your accountant with all of the information that is accessible in the app.

Now the deets…

  1. Ease of use

Zoho invoicing is the first option when you are looking for invoicing apps in the App Store. When you open the app, you are automatically prompted to create and account or sign in using your account information from Zoho. The app has broken down the set up in 3 Easy Steps- Account information, Tax information and style of invoice. Once you are done with the set up, you can start sending off invoices. 

2. Functionality

I really enjoyed the Zoho app for the functionality. When you create a new invoice, you will be prompted to add all of the information of your client and the app saves it as a profile for later. Even after you create the invoice, you are given a ton of options to either send or archive like marking the invoice as sent, printing a PDF version, voiding it, deleting it, and even the ability to clone it. The best feature is the ability to look at the payment history of your previous clients. 

3. Specs

The basics are covered here:

  • Ready to use Templates
  • Categorized Expenses
  • Accept Online Payment
  • Track time Accurately
  • Print and Download Invoices
  • Truly International Invoicing
  1. Integration with other Apps, Websites, Etc

Zoho Invoicing is available on desktop and works with online payment channels Paypal, Stripe, Authorize.Net, and 2Checkout.

Overall grade: 79.99%

Although Zoho Invoicing is a great tool to keep up with payments, the free version only allows you to have 5 contacts. They have made it affordable to add more with their 3 different membership options (all payable through the App Store) however, it is a bummer that you can’t have more for free. 

Small Business Application

As a business owner, you will always have to send out invoices and this app seems to be a convenient way to do so. Whether you use Zoho Invoicing or another payment channel, be sure that you are keeping up with your billing no matter what.

Thanks for toughing it out with me! Stay tuned for tomorrow’s app and be sure to comment with your experiences with Zoho Invoicing or any other billing app.

Adobe Fill and Sign App Review | The 30 Day Accountability Challenge

The 30 Day Accountability Challenge is officially a week in! Woohoo! If this is your first article from the series, let me tell you what you can expect in the next 30 days. I am bringing you a review each day on some of the most useful apps found in the App Store (Sorry Android Users! I will do my next 30 Day Challenge just for you guys:))

I handpicked these apps for the small business owner (or the brand) that wants to set themselves up for success this year. Each app will be reviewed on 4 metrics and given a final score out of 100%. Those four metrics are:

  1. Ease of use
  2. Functionality
  3. Specs
  4. Integration with other Apps, Websites, Etc

And now, the next app in the “Legal Suite”- Adobe Fill & Sign

 

Adobe Fill & Sign

The Adobe Fill & Sign app is a free app that allows users to fill out forms and sign them with ease. Adobe has cut out the extra steps you would have to take in order to fill out forms you might get via email.

Now the deets…

  1. Ease of use

Adobe Fill & Sign was easy to use once it downloaded. The app takes up just under 13 MB and can read pdf, images and pictures you take from your camera. One of the perks is being able to save your documents to the cloud and multiple ways to share.

2. Functionality

This app is really what the title implies- fill and sign. The great thing is Adobe also allows you to do all of the things that accompany filling out forms. Things like checking boxes, give value to your inputs, save your signature for multiple use, and send via several methods -all functions that I really enjoyed about this app.

3. Specs

The basics are covered here:

  • Use images or PDF formats to fill and sign
  • Save your signature to sign multiple times in a document 
  • Long press to check boxes
  • Save and send document 
  • Complete fields with smart suggestions
  1. Integration with other Apps, Websites, Etc

Adobe has the fill and sign feature with their desktop application Adobe Acrobat. Adobe Fill & Sign is for mobile and tablet devices only.

 

Overall grade: 89.99%

 

Adobe did an excellent job for coming out with this application. The fact that you can fill and sign different formats (PDF & Photos) is super convenient. The worst part of this app is that it can be hard to zoom in on areas to fill out because it is trying to assume where you would want to fill out the form instead of allowing you to guide it.

Small Business Application

As a business owner, you will always have forms to fill out and sign. This app takes the inevitable and makes it easy and convenient. All business owners should have a way to access documents immediately if they are of importance, just like there should always be a way to fill and sign a document that may be needed for your company.

Thanks for toughing it out with me! Stay tuned for tomorrow’s app and be sure to comment with your experiences with Adobe Fill & Sign  or any other document app.

Shake App Review | The 30 Day Accountability Challenge

The 30 Day Accountability Challenge Day 6 is here and this is the beginning of the “Legal Suite.” This set of apps are making life easier as a business owner- everything from contracts to point of sale, these apps are the most helpful in this arena. If this is your first article in the series, let me tell you what you can expect in the next 30 days. I am bringing you a review each day on some of the most useful apps found in the App Store (Sorry Android Users! I will do my next 30 Day Challenge just for you guys:))

I handpicked these apps for the small business owner (or the brand) that wants to set themselves up for success this year. Each app will be reviewed on 4 metrics and given a final score out of 100%. Those four metrics are:

  1. Ease of use
  2. Functionality
  3. Specs
  4. Integration with other Apps, Websites, Etc

And now, legal apps. First up, Shake.

Shake App

The Shake app is a legal app that allows you to write general service contracts from your phone. You can even sign contracts directly through the app and tailor your contracts to the state you are located in. Shake is also associated with Legal Shield, a 40 year old legal service provider

Now the deets…

  1. Ease of use

Shake was easy to sign up for. Once inside of the app, the templates are pretty straightforward. You are even able to create your own contract if you don’t see the exact type of contract you need. When you select your contract of choice, Shake issues a series of short questions to fill out the necessary portions of the contract and finally the section for you to sign. 

2. Functionality

There is something special about being able to create contracts on the go. Shake not only allows you to write your agreements, , you can send the agreement to the recipient for review and signature and once they sign you receive an email alert and copy of the signed agreement. Shake is literally taking the headache out of contracting work. 

3. Specs

Shake is all about simplicity so there are really just 3 features.

  • Quick access to templates and contracts
  • Simple interface for ease of use and simple wording in contracts
  • Conveinence for all who access the agreement
  1. Integration with other Apps, Websites, Etc

Shake does have a hidden feature. You are able to add more templates through their website (shakelaw.com/agreements).

 

Overall grade: 99.99%

Shake has to be one of the most conveineent apps on the market for creating agreements. The fact that you can sign within the app is probably the most priceless feature. If the app had more templates available on the app (as opposed to having to go to the site to add them) then it would score higher with me.

Small Business Application

All business owners need to have contracts in place. Until you are able to hire an attorney, Shake is a great alternative to create legally binding agreements with your clients. Do not make the mistake of performing services or providing products without a contract in place that protects you and your client.

Thanks for toughing it out with me! Stay tuned for tomorrow’s app and be sure to comment with your experiences with Shake or any other contract creation app.