Sell and purchase in multiple currencies and sync accounting documents in Xero.
Multi-currency support
Katana allows you to sell and purchase in multiple currencies, while creating invoices and bills in Xero that may differ from your Katana base currency.
Requirements in Xero
Before creating invoices or bills in foreign currencies:
Enable multi-currency in Xero.
In Xero, subscribe to each currency you plan to use.
If you try to create a document (invoice or bill) in Xero for an unsubscribed currency, Katana will notify you, and the document cannot be created.
How it works with Katana
When you create an invoice or bill in Xero from Katana, the currency of the sales or purchase order in Katana is passed to Xero.
Once the document is created in Xero:
The currency rate is fixed in Katana and can no longer be edited.
Xero applies its own conversion rate to the document.
Notes and limitations
Currency rates may differ slightly between Katana and Xero, as Xero applies its own exchange rate.
If you need to adjust the rate after creation, you must do it directly in Xero.
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