Product Release: Aug 2022

Posted by anthillsoftwareleeds in Product - Last updated

The following post documents the latest Product Release and Updates to the Anthill platform; they are:

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

Keep your eyes peeled for further Product Releases and Updates over the coming months, we’re always looking to improve Anthill to enhance your experience.

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