ITAS Services Release 8.29.0
Release Date: 9th February 2026
Overview
This release delivers a range of new features and enhancements across Data Portal, with a strong focus on accounting visibility, operational processing, and usability improvements. Key additions include expanded accounting reports, support for EU-compliant invoicing, and the introduction of core period-end and posting processes, alongside several functional and UI enhancements.
New Features
Accounting Reports
Finance teams can now access additional key accounting reports directly in Data Portal:
- (P&L) – track revenues, costs, and profitability
- 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.
Imported Invoices (EU Compliant Invoicing)
Introduces support for processing EU compliant XML invoices. Users can now import XML invoice files into ITAS and have them validated and processed via Data Portal, enabling streamlined purchase invoice processing.
Month End (MEP)
Introduces support for Month End Processing (MEP). MEP prepares ITAS ledgers for the upcoming accounting period by performing three key actions:
- Closes oldest accounting period
- Opens next accounting period
- Archives nominal and matched client ledger transactions
Day End/Overnight - Phase 1
Introduces support for End Of Day Processing.
Posting Process (RPP)
Adds support for managing the Posting Process, which updates accounting ledgers with authorised documents.
Enhancements
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.
Shipping Checklist
Ensures all Purchase contracts are displayed on the Shipping Checklist when multiple contracts are added to a single Shipment.
The design has also been enhanced to clearly highlight editable cells and columns, aligning with other grids that offer similar functionality.
Add Back to Back allocations to Purchases
Back-to-back contracts can now be initiated from both Purchase and Sales contracts, allowing users to create and manage linked contracts regardless of which side of the trade is captured first.
PHYSCODES - Phase 2
The following codes have been introduced as part of the latest phase:
- Contract Terms
- Shipping Weight Codes
- Shipping Terms
- Payment Terms
- Port Codes
- Arbitrations Codes
DOCENT - Phase 2
Phase 2 of the DOCENT introduces support for EJL. EJL enables amending or correcting the accounting details of posted documents, including amounts, accounts, currency, and document dates.
Document Preview - Phase 3
The Document Preview feature used throughout Data Portal has been updated with several features:
- Document Pack Creation
- Document Pack Splitting
- Improved Document Preview
Together, these updates further strengthen Data Portal’s accounting and operational capabilities, providing improved visibility, greater automation, and a more consistent user experience.
As always, we welcome your feedback and look forward to continuing to evolve the platform to meet your business needs.
For further information or guidance on any of the new functionality, please contact Hivedome.
Bug Fixes
| PBI | Type | Description | Halo/Zendesk |
| 51567 | Data Portal | Simple Cash - Create Cash Button Not Working | No |
| 52268 | Data Portal | Contract Valuation Only Shown In One Currency | No |
| 52179 | Data Portal | Data View Builder DataType Column Issue Generates 400 Error1 | No |
| 52258 | Data Portal | New Contract Advices Aren't Visible On Documents Tab | No |
| 52344 | Data Portal | Blank Screen After Saving Back To Back Contract | No |
ITAS Client Services API
Data Catalog
- SuspendedPostedProcessJob
- ServicesFlag
- ArchivedEventRequest
- Group
Updated Data Entities
- AccountingConfiguration
- PhysicalsConfiguration
- PhysicalTradeMain
- PhysicalTradeSample
- PostedTransactionClient
- PostedTransactionClientArchive
- PostedTransactionAllClient
- PostedTransactionNominal
- PostedTransactionNominalArchive
- PostedTransactionAllNominal
- PostedTransactionWip
- PostedTransactionWipArchive
- PostedTransactionAllWip
- ReceivedInvoiceHeader
- TradingEntityConfiguration
Previous Releases
For a demonstration of the features above, or any previous release, please contact Hivedome.