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  1. Quotes - Make tax rate and account code mandatory

    23 votes

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    14 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. 

    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.