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  1. Quotes - Make tax rate and account code mandatory

    26 votes

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    19 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, thank you for engaging with us about this idea here.

    Being upfront we don't have any plans for making the account code and tax rate mandatory on quotes at this time.

    That said, we're exploring how payments may occur at earlier points in the sales cycle, such as from a quote. Our team will consider the idea here closely as part of this.

    If there is any updates to share on this I'll come back to update you here.

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    Aitking Builders commented  · 

    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.

    Aitking Builders supported this idea  ·