Skip to content
← Share and support customer ideas for Xero

Settings and activity

2 results found

  1. Quotes - Make tax rate and account code mandatory

    26 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    19 comments  ·  Invoices & quotes » Quoting  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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.

    An error occurred while saving the comment
    Lucy Davis commented  · 

    We desprepretely need this fixed Xero. Please make the account codes mandatory in Xero or have a popup that tells the user there are values there that haven't had GST calculated on them. I have a client that is really struggling with this, and their quotes are larger so the GST impact is large

    Lucy Davis supported this idea  · 

  2. Report Templates include a Signature

    54 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  8 comments  ·  Reports & tax » Reporting  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Lucy Davis supported this idea  ·