Product Release: Aug 2022

Xero Integration Updates

• All UK account codes now available to connect to Anthill
• Ability to change VAT rate for Xero account codes at line level
• Credit Notes now available
• Primary person in Xero populated from Anthill primary contact

Winner Design Integration Updates

• Publish showcase designs from within Anthill
• Block discounts and additional prices now passed through to Anthill
• Full specification now stored in Anthill to support PDF generation in anthill (Furniture PO, Customer Contracts)
• Customer and project data passed to Winner
• Link suppliers in Anthill with contacts in Xero

The latest winner agent required for some functionality – click here to download.

Ordering Updates

• Delivery note feature supporting selection of items
• Custom quote lines auto set as require ordering at order stage is supplier selected
• Catalogue importer
• Catalogue item editor
• Export order lines to CSV
• Changes to order lines adds note to history
• Ability to move items in warehouses

General Updates

• Ability to reopen issues permission
• Consent control updated to support unknow on first entry and no change on edit
• New options to dashboard and filter on purchase order data
• DocuSign link now available for account attachments
• Simplified sending UI for DocuSign with fixed placeholder
• Line level discount options now pull through to invoices
• Order Line Items Ordered and Items Received % available on sales query
• Search by Quote ID and Quote Reference
• Multiple sale types and / or process types on convert quote to sale
• Combine / Individual sale switch for multiple quote conversions

Automation

• Assigned to added to placeholder in content area e.g Assigned to > Email
• Closed Date added to segment builder