When are the Sales orders and Purchase orders pushed from Katana to Xero?
To give you more control over the process, we do not automatically push orders from Katana to Xero. You can push orders to Xero by clicking Create invoice on a Sales order (SO) or Create bill on a Purchase order in Katana.
Can I import my customers and suppliers from Xero to Katana?
Yes. During the initial connection, you can select to import your customers and suppliers from Katana to Xero. The contacts are later matched when orders are pushed from Katana to Xero.
Should I add new contacts to Katana or Xero first?
Both approaches work. When you add a new contact to Katana, then this contact is automatically created in Xero once a related SO or PO is pushed to Xero. You can then add additional info to the contact card in Xero if necessary. When you add a new contact to Xero, you can go through the reconfiguration flow for the integration is Katana (Settings screen > Integrations > Reconfigure for Xero), where you can retrigger the import for customers and suppliers from Xero to Katana. Duplicates will not be created for previously imported contacts.
Does Katana create Purchase orders in Xero?
No. Katana creates bills in Xero, not Purchase orders.
Does Katana automatically sync inventory levels to the balance sheet accounts in Xero?
No, Katana records your sales and purchases directly to your selected revenue and expense accounts in the Income Statement. However, you can easily record your stock levels in Xero based on data available in Katana by creating journal entries manually. Some of our customers do this on a regular basis, e.g. monthly, quarterly, or yearly. Read more
Is it possible to push invoices from Xero to Katana?
No, you can only push Sales orders from Katana to Xero as invoices, not the other way around. We recommend creating Sales orders in Katana first and then pushing those as invoices to Xero to manage the payment process and record your revenue.