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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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    Annika Nicholson commented  · 

    I would definitely appreciate a pop-window that tells me the account code is missing, unless adding an account code becomes mandatory. I need HST added on every single quote and have sent a few now accidentally without. That always causes confusion. Adding inventory items that already have a code attached does not work for me because every quote is custom.