Xero is a cloud-based accounting software platform for businesses from all sizes. It connects businesses with their bank, accounting tools, their accountant, payment services and third-party apps, so everything is securely available at any time, on any device.
Microsoft To Do is the task management app that makes it easy to stay organized and manage your life. It's simple, smart, and a whole new way to get work done in less time.Microsoft To-Do Integrations
It's easy to connect Xero + Microsoft To-Do without coding knowledge. Start creating your own business flow.
Triggered when you add a new bill. (Accounts Payable)
Triggered when you add a new contact.
Triggered when you receive a new payment.
Triggered when a new quote is created.
Triggered when you add a new sales invoice. (Accounts Receivable)
Triggers when a new list is created.
Triggers when a new task is created.
Triggers when any task is update.
Transfers money between two bank accounts.
Creates a new bill (Accounts Payable).
Creates a new credit note for a contact.
Creates a new quote draft.
Applies a payment to an invoice.
Creates a new purchase order for a contact.
Creates a new sales invoice (Accounts Receivable).
Creates a new contact or updates a contact if a contact already exists.
Creates a new item or updates a item if a product already exists.
Creates a new list.
Creates a new task
This article will discuss two products; Xero and Microsoft To-Do. These two products are similar in the sense that they are both cloud based, but they are also unique in their own way. The first part of the article will focus on what Xero is and how it works, while the second part will be about Microsoft To-Do.
Xero is an accounting software that is used by over 4 million small and medium-sized businesses worldwide. Xero was created by New Zealand based company, Xero Ltd. (“Who we are”. Xero allows users to keep track of their finances, invoices, and expenses in real time. If you are using a Mac device you can download the free app from the App Store. However, if you are using a Windows or Linux machine, you will need to download the desktop version. (“How it works”)
Xero is a versatile product with three main features; accounting, invoicing, and inventory management. Accounting allows users to keep track of their financial information. Invoicing allows users to create invoices and send them out to customers. Inventory management allows users to keep track of their inventory levels and keep track of all purchases made in the store. (“The features”)
In order to use Xero you must have an internet connection and a computer that is connected to the internet. Furthermore, you must have a paid subscription to be able to use Xero. In addition to your personal computer, you can also use a mobile device such as a smartphone or tablet to access Xero from anywhere in the world.(“How it works”)
Once you have signed up for a free trial or paid for a subscription, you can begin using Xero. When you first sign up you will be prompted with a series of tasks to help you get started. You can choose to either customize your dashboard or start creating some records immediately. These tasks will help you learn about everything that Xero has to offer such as how to invoice customers and how to set up your bank account. (“Learn more”)
Microsoft To-Do is a virtual assistant that was created by Microsoft Corporation in 2016. Microsoft To-Do is a task management top that is designed to help individuals and teams stay organized, prioritize tasks, and get things done. Users can create tasks, lists, and reminders and organize them into fpders. This is different than other similar programs due to the fact that Microsoft To-Do has integration with other Microsoft products such as Outlook and OneDrive. (“it?”)
In order to use Microsoft To-Do you must have an internet connection and a computer that is connected to the internet. Furthermore, you must have a paid subscription to be able to use Microsoft To-Do. In addition to your personal computer, you can also use a mobile device such as a smartphone or tablet to access Microsoft To-Do from anywhere in the world.(“How it works?”)
Once you have signed up for a free trial or paid for a subscription, you can begin using Microsoft To-Do. When you first sign up you will be prompted with a series of tasks to help you get started. You can choose to either customize your dashboard or start creating some records immediately. These tasks will help you learn about everything that Microsoft To-Do has to offer such as how to create tasks and how to integrate Microsoft To-Do with other products like Outlook and OneDrive. (“Learn more”)
In this section of the article I will be discussing why I think Xero should integrate with Microsoft To-Do and vice versa. I will cover what benefits would come from integrating these two products together. Firstly, I will talk about what I think would happen if Xero integrated with Microsoft To-Do.
According to Xero Ltd., Xero services over one million customers in sixty countries around the world. Although this number is large it still means that there are over five million small businesses around the world who do not use Xero accounting software (“Who we are”. When looking at the statistics from Statista it shows that over 50% of small businesses owned by women do not use any business software whatsoever (Statista. Now if we consider the fact that over 50% of small businesses owned by women do not use any business software whatsoever, I believe that there would be many benefits of integrating Xero with Microsoft To-Do because there are so many small businesses out there that could benefit from using this software but don’t because they don’t know about it or cannot afford it.
I believe that integrating Xero with Microsoft To-Do would be advantageous because they share similar core values which are related to productivity and organization, which would allow them take advantage of synergies between each other (Mintzberg et al., 2010. By integrating Xero with Microsoft To-Do there are many benefits that would be realized including. saving time through automation, lowering costs through integration, increasing customer satisfaction through better experience, and lowering costs through optimization (Mintzberg et al., 2010. In addition to these four benefits benefiting both parties when integrating Xero with Microsoft To-Do, there are many other benefits that would be realized for both companies such as expansion into new markets, increased revenue through new products and services, new markets through strategic alliances, and increased sharehpder value (Mintzberg et al., 2010. All in all I believe there would be numerous benefits for both parties if they integrated their platforms together.
Secondly, I will talk about what I think would happen if Microsoft To-Do integrated with Xero. According to Statista it shows that there are currently over 73 million business owners in the United States alone (Statista. Therefore there is no doubt that there are small businesses out there who do not know about both products or cannot afford them. It would be very beneficial for Microsoft To-Do if they integrated into Xero since it would give them an opportunity to let more people know about their product which would attract new customers as well as increase their customer base as well as their revenue stream significantly.(Statista. In addition to this benefit another benefit would be that integrating with another software company like Xero would help them gain knowledge on how they run their business which may allow them understand how they could improve their product before they release their next updated version of software(Statista. Furthermore, integrating with another product like Xero could allow them expand into new markets by allowing more users who normally wouldn’t use this product an opportunity to try it out which could result in more sales as well as brand loyalty (Statista. Lastly, I believe that integrating with another product like Xero could allow them lower their operational costs since they could share information between each other which would eliminate redundant data entry work which would lower its monthly overhead cost significantly.(Statista. Overall I believe there are many benefits for both parties if they integrated their platforms together. With these two benefits I mentioned above; saving time through automation, lowering costs through integration, increasing customer satisfaction through better experience, and lowering costs through optimization (Mintzberg et al., 2010), I believe there would be numerous benefits for both parties if they integrated their platforms together.(Mintzberg et al., 2010)
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