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Hi team, it would be really great when using quotes in Xero that it would send up a warning message when an account code has not been entered before being able to send out the quote to a customer (like it does in the invoices).

Or if the account code could pre-populate (based on the history of coding) also like it does in invoices. I have had a client used to doing the quoting in the old version where they could keep a place holder for the sales account, but this function has since gone in the latest invoicing update.

The warning message would be really helpful as it would stop quotes being sent out without the GST component on it (due to the lack of an account code). Thanks

I completely agree with all on this thread, Xero needs to have a pop up / notification etc before the quote is sent to client, stating account needs to be allocated either sales or no GST. Unfortunately I'm another unlucky one that has just lost out on $85 because, 1 I didn't check, silly me, and 2, I would have thought Xero would give this prompt before sending. This is such a big deal when sending out quotes, please look into this Xero, thank you

Kelly, to suggest that any GST registered business would specifically leave off GST detail from a quote is an absolutely ridiculous and dismissive comment to make for such a crucial issue. This glitch has potentially serious financial implications for your customers and to clearly insinuate here that you think its 'its not a biggie' is insulting!

This glitch has just cost me $75.

Client said go ahead to the quote missing GST, AND THEN PAID THE QUOTED AMOUNT.

When I created an invoice based on the quote, it was $75 more. Guess what - the client didn't want to pay the extra, so now I'm down $75 because of this.

Quotes and Invoices should behave in the same way to avoid this.

Or if there is some edge case where quotes need GST to be optional, at least have a company wide flag to force this settings so it doesn't cost businesses like it has mine.

Thanks

I would absolutely refute your claim that some businesses deliberately leave off detail ie GST content. The account code information doesnt get seen by the client and in a quote its to some degree irrelevant internally if it was incorrect as could be fixed later. But to suggest that a GST registered business would actually choose to leave off the GST content in a quote is farcical and ignorant of business operations. As mentioned in other comments, clients only look at the inclusive value so if this is wrong due to missing GST lines, the business ends up losing money. This warning system is available in invoices so 100% should be in Quotes as well.
Maybe stop spending time on the fluffy stuff like constantly changing the way reporting looks and spend more time on key components that really matter to business owners and accountants.

Absolutely agree with this, I was actually surprised when I found out this could happen after my client had to absorb thousands of dollars because they were used to MYOB automatically having the account code populate :(

Dont know of any circumstance where you would want to quote without ensuring it would look the same when you invoice it

Absolutely agree with this! Surely if people want to leave it blank they can just ignore a warning message.

You should include the sales tax look up tool for quotes, like you do for invoices. This would make things a lot easier regarding sales tax and quotes.

We have the same problem if we miss the GST by accident it ends up costing our business. There should be an option in settings where GST is included in Quote automatically if your business requires it.

client was able to send a quote without account codes, which meant he had to lose profit to take up the gst himself. he said that he was clicking in the fields, not tabbing, so ive told him to do it this way from now on, but he had just converted from myob & that doesnt allow a quote to be send without account & tax fields completed.