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  1. Quotes - Make tax rate and account code mandatory

    21 votes

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    13 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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    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.