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  1. Quotes - Make tax rate and account code mandatory

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    9 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate different businesses operate differently when setting up and approving deals. Some businesses specifically leave off detail from quotes for their own circumstance too. 

    Imagine this'd need to be an optional org setting, and not something we have plans for right now but we'll get a sense of the interest here. 

    Sifet Kamen supported this idea  · 
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    Sifet Kamen commented  · 

    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