A few months ago, we looked at a BlackBerry application called ReportAway, which was geared towards giving FreshBooks users mobile access. If you aren’t familiar with FreshBooks, they are essentially, as they put it, “The Leader of online Billing and Bookkeeping”. As I said before, they reduce the hassle of managing manual invoices, time tracking forms and other paper-based paperwork by allowing your team to report online. They can then focus on assisting their clients, as well as potentially being able to see more clients in a day. No more “missing” paperwork, no more disorganized files, no more guessing games. So whether you are a contractor, managing an outside sales team or part of a field service organization, having rapid access to online reporting would be ideal. If you take a look at the ReportAway review, I did briefly mention that FreshBooks was working on their very own Beta application. I originally contacted them to see how familiar they were with ReportAway and its functionality, when they told me of the beta app and where I could find it. Although at the time they said it was awaiting App World approval, I have yet to see it there. I couldn’t wait any longer and decided to try out their Book Keeper application.
About Book Keeper
The Book Keeper application was actually developed for FreshBooks by Keone Software, who also developed MiniChimp (for the email marketing and email list manager MailChimp.) According to the applications website, Book Keeper is compatible with all BlackBerry models running OS 4.2.1 or higher. The most recent version of Book Keeper is version 10.071, with a file size of 229.1 KB. In order to use both Book Keeper and FreshBooks, you will need to sign up for a FreshBooks account. If you manage 3 or less customers, you can use their free service (dubbed Moped). They do have monthly subscriptions available, as well, starting from their $19/month (Shuttle Bus) service, to their $149/month (Time Machine) service. I suggest taking the “Moped” out for a spin to determine if you or your company would benefit from FreshBooks.
After using both previously mentioned FreshBooks applications, I prefer the UI of Book Keeper, as I found I could switch options without too much back and forth navigation. It was nearly effortless to scroll where I wanted to go. Book Keepers menu layout consists of 5 options lining the upper portion of the screen, with the option management appearing below.
Try to imagine the offspring of a time tracking sheet and a stop watch. Wait, that’s kind of weird, forget I said that. Capturing time dedicated to a specific project is as simple as pressing start. It’s much easier than trying to record the time you spent on various projects at the end of the day, though the application does allow for that as well. Don’t forget to select the project associated tasks that you are about to work on first, or else you’re reporting (and billing) will be off. Once finished recording, you can then upload your information. Book Keeper does have the ability to edit the date as well.
manually tracking time
This screen will list all of the Projects that are open. It is here where you can view, edit or delete them before uploading.
This option permits you to view information, regarding your clients, at a glance. By selecting a client from your list, you can view information about them that you have plugged into Fresh Books. This includes; address, point of contact (and their contact information), invoices and any credits they may have on their account. You can also email or call clients directly from Book Keeper, by clicking/pressing on their number or email address. There is one feature that I couldn’t get to work with Book Keeper; the Map Client option. After selecting Map Client, the option is unresponsive.
From here, outstanding invoices for multiple clients can be viewed. It’s easily determined from this screen what the remaining balance is. At the top, you can see the client/company name and by clicking on it, you are redirected to the Clients option. Payments can be recorded from the application - giving the ability to select amounts and payment type (cash, check, Visa, etc). Additionally, Book Keeper lets you send off invoices via email or snail mail.
take a payment
In the settings menu, you can manage multiple accounts. Yes, Book Keeper is able to handle various FreshBooks accounts, should you use it for more than one of your companies. Only one account can be active at a time. Adding new accounts is as easy as entering in your FreshBooks URL and API token. You can also set currency and the number of invoices to download.
set up account
Any action or change you perform isn’t automatically reflected on your FreshBooks account. You do have to manually choose to Re-Synch Data. So if you’re in an area with no coverage, you can hold on to the information to re-synch later. Please note that Book Keeper does not allow you to add, edit or remove clients or invoices from your BlackBerry - you have to log in to your account.
As a Beta, Book Keeper is fairly impressive so far. It helps manage invoices and projects quite well, while on the go. As I mentioned before, I would like to see more options when dealing with said invoices, as well as Client information. The previously reviewed ReportAway for FreshBooks does include an option to create and edit invoices, as well as give you the ability to manage expenses. The Map Client option is definitely a teaser and I would like to see it in action, but I guess I’m out of luck. Hopefully we will see more FreshBooks options in the future. Book Keeper is available for free. For more information on FreshBooks, check out their website.
- Record Project Times
- Manage Invoice Payments
- 'Map Client' option doesn't work