Create bills in Xero based on Katana purchase orders (PO) and outsourced purchase orders (OPO) via the click of a button.
Getting started
After connecting your Xero account to Katana, a new Bill column appears in the Buy screen and on PO cards.
Important:
This integration only supports creating bills in Xero.
Recording POs as expenses or creating POs in Xero is not supported.
Creating a bill
In Katana, go to the Bill column for a PO.
Click on the field in the column and choose Create bill.
A matching bill is created in Xero, and the status in Katana changes to Bill created Xero.
The transaction value is recorded to the Xero account you selected during the initial integration setup.
Note:
The billing status cannot be reverted to Not billed in Katana. To revert, delete the bill in Xero (status will update in Katana within ~15 minutes).
Clicking the status in Katana opens the corresponding bill in Xero.
Data mapping between Katana and Xero
Katana field | Xero field | Notes |
Purchase order # | Reference | Katana PO number sent to Xero. |
Supplier | Supplier | Matched by email. If not found, a new supplier is created in Xero. |
Created date | Bill date | Bill date in Xero = PO created date in Katana. |
Expected arrival | – | Not synced. |
– | Due date | Assigned automatically in Xero based on your settings. |
Line item | Line item | SKU → Item code. Item name → Description. Account → Ledger mapping set during integration setup. |
Quantity | Quantity | Uses Katana’s Stock Unit of Measure, not Purchase Unit of Measure. |
Price per unit | Unit price | Synced directly. |
Tax % | Tax rate | Based on the tax mapping defined during integration configuration. |
All bills are created as “Tax Exclusive.”
Additional costs are not synced and must be added manually in Xero.
Deleting bills
Bills can only be deleted directly in Xero.
To open a bill from Katana, click the Bill created Xero status.
When deleted in Xero, the status in Katana reverts to Not billed (may take up to 15 minutes).
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