the quote page needs to recognise that the product hasnt been put into a category so it doest add the GST for that item when quote is sent.
The quote page needs to recognise if a material or product hasnt had its category & tax put into the quote as the customer ends up getting a quote thats 10% less on some of the items.When the quote is changedto an invoice then it picks up that there is no category or tax in the columns before its sent & cant be emailed or printed before its rectified.
Paul Marsh
shared this idea
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂