ITAS Services Release 8.28.0
Expected Release Date: 10th November 2025
Overview
This release delivers a wide range of new features and enhancements across the Data Portal, introducing intelligent assistance, integrated analytics, and expanded document and reporting capabilities. Together, these updates enhance user productivity, simplify everyday workflows, and provide deeper insight into business operations. The release also includes key performance and usability improvements across dashboards, document handling, and financial reporting, further strengthening the Data Portal as a central hub for managing, analysing, and acting on your data.
New Features
Data Portal Chatbot - Phase 1
The new chatbot feature will be built directly into the Data Portal application and is designed to help users quickly find answers, complete routine tasks, and get support without needing to raise support tickets or search through the online help.
Key Capabilities:
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Contextual Help & Guidance
Users can type natural language questions (e.g., “How do I subscribe to an Alert?” or “Show me how to add remove a column from a data view”), and the chatbot will provide step-by-step guidance or direct them to the correct feature. -
Learning & Tips
The chatbot will proactively share quick tips, new feature highlights, and best-practice suggestions tailored to the user’s role.
Later phases of the ITAS Chabot will build on this functionality to eventually include the following capabilities:
-
Data Navigation & Shortcuts
Instead of navigating multiple menus, users can ask the chatbot to take them directly to a specific report, dashboard, or app within the Portal. Example: “Open the CRA app” or “Take me to the Stock Levels Data View.” -
Smart Search Across Data Views
Users can search for data points using plain language, e.g. “Find all trades expiring this week” or “Show open contracts for customer X.” The chatbot will apply filters and return the requested results.
Kleene Analytics Integration - Phase 1
Kleene.ai offer a unified data / decision intelligence platform that helps organisations ingest, process, analyse, and act on data using a blend of data management visualisations, analytics, and AI tools to deliver actionable insights. Integrating Kleene's platform directly into Data Portal enables the publishing of data in meaningful dashboards via automated extractions further extending the business value on offer from Hivedome & Data Portal.
For more information on Kleene's features, click here: Kleene.ai
Document Entry (DOCENT)
DOCENT enables manual document entry into Data Portal, covering purchase and sales invoices, credit/debit notes, and accounting journals. While many Data Portal features generate documents automatically, DOCENT is specifically designed for user-driven entries. Features include:
- Invoice Creation & Adjustments
- Journal Entries
- Futures & Options (F&O)
- Document Recall (programs for amending or recreating documents)
Cash Matching
The Cash Matching feature can be used to create or remove matches for any posted document in the Data Portal transactions database. Documents can be matched by:
- Full match
- Partial match
Accounting Reports
Finance teams can now access key accounting reports directly in Hivedome’s Data Portal:
- Credit Control – monitor outstanding debts Profit & Loss
- (P&L) – track revenues, costs, and profitability
- Balance Sheet – view assets, liabilities, and equity
- Receivables/Payables – analyse amounts owed and due
- Aging – see overdue invoices and outstanding balances by time period.
These reports provide a clear, up-to-date view of your financial performance and position, helping you make faster, more informed decisions.
PHYSCODES - Phase 1
PHYSCODES form a comprehensive and essential part of Data Portal, providing the foundation for its correct and efficient operation. They ensure that all transactions, processes, and reports are accurately processed, validated, and tracked, supporting the system’s integrity and reliability. Without these codes, key functionalities would fail, and the smooth functioning of the ITAS environment could be compromised.
Enhancements
User Dashboard
User dashboards have been updated with several enhancements:
- Links: Additional space has been added to display links, which can now be viewed either as a list or as tiles.
- History: A new section shows users the Data Views or entities they have previously accessed.
- Alerts: Messages are now displayed in real-time as they are delivered.
- News: The News section highlights the latest features and updates from the Data Portal.
These improvements make dashboards more intuitive, informative, and easier to navigate.
Client Dashboards
Client Dashboards have been updated to ensure that data within widgets are displayed in date order and with the appropriate number of decimal places.
Client Maintenance
Contract Management sees the addition of the following key features:
- Bank Accounts
- Interface Codes
- Company Numbers
Shipping & Logistics
The All Shipments data view has been updated to display shipment-level data rather than contract-level data. Each shipment now appears on its own line in the data grid, replacing the previous format where multiple lines could appear per contract.
Document Preview
The Document Preview feature used throughout Data Portal has been updated with several features:
- Document Pack Creation
- Document Pack Splitting
- Improved Document Previews
Costs & Commissions Invoicing
This release introduces support for adding VAT to each cost line. This enhancement provides greater flexibility in managing billing scenarios where costs and commissions include different rates of VAT applied
Overall, this release represents another significant step forward in the evolution of the Data Portal, delivering smarter tools, greater automation, and more connected insights. By combining usability improvements with powerful new features, it continues to build on our goal of providing a unified, intuitive platform that supports users across every stage of their data and business processes. For further information or guidance on any of the new functionality, please contact Hivedome.
Bug Fixes
| PBI | Type | Description | Zendesk | Status |
| 37855 | Alerts | Entity Name not displayed correctly in Email Alert Body | Yes | Included |
ITAS API
ITAS API (v3.4) Details of changes can be found here: https://itasapiv3r4.docs.apiary.io/#
Updated Services
ITAS Client Services API
Data Catalog
- DetailedInventoryInfoCHCotton
- PhysicalTradeMicronairePd
- PhysicalTradeMoisturePd
- PhysicalTradePricingMaster
- PhysicalTradeRdPd
- PhysicalTradeStaplePd
- PhysicalTradeStrengthPd
- PhysicalTradeTrashPd
- ReceivedInvoiceHeader
- ReceivedInvoiceLeg
Updated Data Entities
- ClientConfiguration
- ClientMiscellanea
- ClientTradingControl
- Commodity
- Department
- GroupingPhysical
- ImportStyle
- InventoryConfiguration
- PhysicalCommissionInvoice
- PhysicalCostInvoice
- PhysicalInvoice
- PhysicalsConfuguration
- PhysicalTradeFxDeal
- PhysicalTradePricing
- PostedTransaction
- PostedTransactionClient
- PostedTransactionClientArchice
- PostedTransactionNominal
- PostedTransactionNominalArchive
- PostedTransactionWip
- PostedTransactionWipArchive
- PriceFix
- TradingEntityConfiguration
- Vehicle
Previous Releases
For a demonstration of the features above, or any previous release, please contact Hivedome.