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Please include CIS codes in quotations. It would save a lot of work and confusion. CIS codes should be included in quotations.

this is a feature that is much needed

Allow for CIS on quotes. At present you cannot select the CIS labour sales nominal on a quote so you cannot send out a quote with CIS on it.
1 - the quote does not show the CIS
2 - when you convert the quote the nominal code needs to be change to CIS labour

This would be so helpful. I have clients struggling to use Xero, and not being able to have a straightforward quote to invoice system is going to make it a real challenge for them.

Not to mention how badly this reflects on us for recommending a system that's not easy to use

Please include CIS codes in quotations. It would save a lot of work and confusion. CIS codes should be included in quotations.

We have been using the quotations system when we are generating applications for payment to main contractors as these need to be fluid until the main contractor has agreed the figure for the month.
Being able to show the breakdown on each cost between labour and materials, CIS deductions, Main Contractor Discounts and Retentions is a massive help to us and it saves us having to edit an invoice to the main contractor as this process can sometimes have amendments for a couple of weeks.

Come on Xero help us out here and let us have the facility

It would be wonderful if you could select CIS labour income code when preparing a quote.

Please include CIS codes in quotations. It would save a lot of work and confusion.

CIS codes should be included in quotations.

CIS codes in quotes would be a real help!

Date: 01 June 2023

Hi Matt, it's a good idea to add a time stamp to your comment. Xero had an older forum for these ideas where they simply removed time stamps from all comments to hide that there was no progress for many years on many upvoted topics, especially those related to CIS and Projects.

Just a heads up, there has been NO updates on either CIS or Projects modules since 2020. It seems VERY unlikely they will ever implement this since it's only applicable to the UK, and only to a smaller percentage of UK users who are CIS registered. I strongly suspect we are a minority that receives no further updates.

I should also add to this that this feature was requested years ago and had a similar upvote number on the old Community.xero feature request forum.

The point is that if one sets up a quote with CIS codes and deductions already in place then there is much less work to do later in the billing process.

a: the customer agent knows what the charging structure will be very clearly - they otherwise tend to query it later if the totals don't match when we issue the invoice because they are signing off, not necessarily making the deductions. If the invoice doesn't match the quote - they will query it. This causes unnecessary discussion and review.

b: the process of invoicing becomes more streamlined as the CIS deductions have already been anticipated - and are populated correctly, the person raising/issuing the invoice may be different from who created the quote. Otherwise the person creating the invoice needs to determine which items are liable to deductions = more queries and unnecessary discussion.

c: CIS is a pain as if the invoice total doesn't match with the subsequent payment (after deduction) then the invoice needs to be edited before reconciling payments. With multiple invoices paid in one go this becomes an additional time waster, going through to see where discrepancies are.

I appreciate there are always back-end considerations with any piece of functionality that come into play with forms and elements of data manipulation but in essence the quote is the precursor to the invoice.

Needing to revisit and re-analyse work that may have been done some time before means one needs to duplicate effort and stop other work in order to re-handle and remember to add information.
For the couple of weeks that the CIS Labour code was available - it didn't cause Xero to crash and it saved a load of time.

I can't believe that there can't be a quick fix to this.

Date: 01 June 2023

I just realised that there are no old comments on this issue. I voted on this issue a LONG time ago, years ago even. There is still no movement on this topic.

Date: 01 June 2023
May I suggest that you simply allow users to select the CIS Labour option WITHOUT calculating the CIS deductions? Just treat it like any other Account Code. Since it is NOT an invoice there is no need to calculate the CIS deductions at this point. If anyone says otherwise, they are wrong... they should be raising an invoice if they are seeking payment.

Please can the CIS income code be enabled when raising CIS quotes - this would be very helpful .

Many thanks

Just now client raising quote with one code and changing it when invoice is raised... Please let us know when it's working ot if there is another way around it.
Many thanks, Claudia

This started working a few months ago and has now stopped.

Can someone please explain why an integral part of this functionality changes like this, and why it seems to be such a large amount of work to do?