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.

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.

Evernote App Review | The 30 Day Accountability Challenge

The 30 Day Accountability Challenge Day 2:

Another day, another review! In case this is your first day following this 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

The first group is “Productivity Apps for Business” which is why the Evernote app was an obvious choice 😉

 

Evernote App

The Evernote app is a free app that allows users to create a multitude of notes with their dynamic functions. Once you sign up for Evernote you will see all of the different functions within your ability to create notes- everything from adding images, links, voice memos and even write (scribble) in the body of the note. If you already use the desktop version, the mobile app is pretty close function wise.

Now the deets…

  1. Ease of use

The Evernote app was simple to set up and synchronizes with my account I already set up through the desktop version. If you do not have an Evernote account, it is easy to create one through the application. The menu is located at the bottom of the screen and all of the guess work is taken out of figuring out what each icon means (a problem I usually run into when I first download an app) because Evernote has kindly labeled each one. Setting up your notes is easy as well, as the big bright green plus gives you direction on where to start and Evernote uses universal icons so you can recognize formatting options. 

2. Functionality

The Evernote app has a similar function as the Blogo app I reviewed yesterday- a distraction free interface. The one thing that makes Evernote great is the ability to organize your notes into “notebooks.” While inside of your note, you will see which “notebook” you are currently writing in right above the body of your writing.

3. Specs

So many features, I will just limit this list to the Top 5.

  • Instant synchronization across devices
  • Pass-code lock for more privacy
  • Ability to collaborate
  • Search within images and give quick feedback
  • Set reminders and to-do’s

 

  1. Integration with other Apps, Websites, Etc

This version of Evernote is free and comes with 60MB of storage (which resets every month thankfully) and includes “work chat,” a messaging function. There are no fancy integrations for any version of this app, but you can have multiple devices connected at once (2 to be exact for the free version and unlimited with the paid). The paid versions of Evernote  allow you to stay in sync on all of your devices, more functionality with the search option, offline access, clipping web pages, and more room to upload. The Plus account is priced at $3.99/month (or $34.99/year) and the Premium account is $7.99/month (or $69.99/year).  

 

Overall grade: 79.99%

 

We all write notes for something. The Evernote app is changing the way we collect information by making it simplier to access all our thoughts in one place, digitally. For me, the mobile app is good, but not as great as the desktop version. The cool part of the mobile app is your accessibility to all of your notes and the other apps Evernote has created to streamline all your note taking processes. Overall, the sync feature is the best feature of this app, and that is not saying much. If you want the REAL Evernote experience, my suggestion is to get the desktop version.

Small Business Application

Evernote in a business application can have a few different functions. One is communicating large data with your team through the collaboration of notes, another is using the application for research notes since you are able to clip pages from the internet. Evernote is an amazing app that makes organizing thoughts easy and clear. As a small business owner, you can use this app for its primary function of note taking and collaboration. The seamless synchronization makes it a leader in the productivity apps department.

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