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Configure Xero Settings

Learn how to configure your Xero integration settings in Hoops. Choose how invoices, payments, references, and accounting data are mapped to ensure information is transferred accurately between both systems.

Hoops allows organizations to configure default Xero integration settings to help streamline invoice and purchasing workflows.

By setting default accounting preferences within Settings → Integrations, invoice information can be automatically pre-filled when creating invoices from the SalesBoard or JobBoard.

This helps reduce manual data entry, improve consistency across invoices, and speed up the invoicing process.


Configure Xero Integration Settings

Xero settings can be managed from SettingsIntegrations once your Xero account has been connected to Hoops.

Snapshot

Selecting the Settings option within the Xero integration allows administrators to configure default accounting preferences used throughout Hoops.


Configure Default Invoice Preferences

Hoops allows default invoice behavior to be configured for faster invoice creation.

This includes settings such as:

  • Default invoice due dates

  • Default invoice statuses

  • Revenue accounts

  • Expense accounts

  • Tax settings

Snapshot

These defaults are automatically applied when new invoices are created, while still allowing users to make adjustments per invoice if required.


Xero Account and Tax Information

Revenue accounts, expense accounts, items, and tax options are pulled directly from the connected Xero organization rather than being managed inside Hoops.

The available options displayed within Hoops will therefore vary depending on how your Xero account has been configured.

This helps ensure accounting selections remain aligned with your existing Xero chart of accounts and tax setup.


Submit and Apply Settings

Once configured, the settings can be submitted and applied across your Hoops account.

Snapshot

When creating invoices in the future, Hoops will automatically pre-fill invoice details using these default Xero settings, helping teams work more efficiently while maintaining accounting consistency across workflows.

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