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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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    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  ·