This latest release delivers Sales & Purchase Invoicing, offering users a seamless and efficient Data Portal invoicing experience. Users can now generate, review, and manage sales and purchase invoices directly within the portal, with improved automation, customizable templates and real-time status tracking.
In addition, this release enhances the Data Portal Reporting Framework feature by introducing drilldown capabilities on select data sets. Users can now click into key metrics to explore underlying details, enabling deeper insights and faster analysis without leaving the report view.
Purchase & Sales Invoicing
Maximise efficiency and streamline financial workflows with Data Portal Invoicing, a powerful new feature that enables seamless conversion of your physicals contracts into cash. This functionality integrates with the HTML Template Builder, allowing users to generate and deliver fully configurable invoices directly to your clients.
With this new feature, users can effortlessly create and distribute the following invoice types:
Contract Management
This release introduces important new features to the Contract Management module, aimed at improving flexibility and user control:
Contract Delete – Users can now delete contracts that have been created in error, helping to maintain data accuracy and reduce clutter. This feature includes appropriate safeguards to prevent accidental deletions and ensure auditability.
These enhancements are part of ongoing efforts to streamline contract workflows and provide users with more robust tools for managing contract lifecycles within the system.
Data Portal Reporting Framework
This release enhances the existing reporting feature by introducing drilldown capabilities on select data sets. Users can now click into key metrics to explore underlying details, enabling deeper insights and faster analysis without leaving the report view. This improvement supports more informed decision-making and streamlines access to granular data.
For more information on the above features please contact Hivedome.
| PBI | Type | Description | Zendesk | Status |
| 37307 | Data Portal | Company Reports Not Deployed To All Sites - 8.26.0 | No | Included |
ITAS API (v3.4) Details of changes can be found here: https://itasapiv3r4.docs.apiary.io/#
Updated Services
Data Catalog
With this release the ITAS Data Entities have been update to v66 due to the following breaking changes:
Updated Data Entities
For a demonstration of the features above, or any previous release, please contact Hivedome.