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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.

    Paul Marsh supported this idea  · 
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    Paul Marsh commented  · 

    The quote page needs to recognise if a material or product hasnt had its category & tax put into the quote as the customer ends up getting a quote thats 10% less on some of the items.When the quote is changedto an invoice then it picks up that there is no category or tax in the columns before its sent & cant be emailed or printed before its rectified.