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  1. Quotes - Make tax rate and account code mandatory

    19 votes

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    11 comments  ·  Invoices & quotes » Quoting  ·  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. 

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    Glenn McLelland commented  · 

    Please give the option to make account codes and tax rates mandatory for quotes. I've just been burned by a quote that went out that didn't have the account code populated and thus the quote was sent without GST included.

    Glenn McLelland supported this idea  ·