ITAS Services Release 8.29.1
Expected Release Date: 6th March 2026
Overview
This release introduces a range of enhancements focused on improving financial visibility, streamlining period-end processes, and enhancing document handling within Data Portal. Finance teams can now access additional accounting reports, including Aging and TRADEQ Style 1 (Simple), providing clearer insight into outstanding balances and overall financial performance.
New Features
Accounting Reports
Finance teams can now access additional key accounting reports directly in Data Portal:
- Aging – see overdue invoices and outstanding balances by time period.
- TRADEQ Style 1 (Simple)
These reports provide a clear, up-to-date view of your financial performance and position, helping you make faster, more informed decisions.
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.
Enhancements
Document Preview - Phase 4
The Document Preview feature used throughout Data Portal has been updated with several features:
- Document Pack Creation
- Document Pack Splitting
- Improved Document Preview
Overall, this release delivers meaningful improvements across finance and operations, helping teams work more efficiently while gaining better visibility and control over their data. These updates form part of our continued commitment to enhancing Data Portal capabilities and supporting more streamlined, reliable business processes.
For further information or guidance on any of the new functionality, please contact Hivedome.
Bug Fixes
| PBI | Type | Description | Halo/Zendesk |
| 52497 | Data Portal | Contract P&L - Calculation Correction | No |
| 52724 | Data Portal | Sales Invoicing Validation Issue | No |
| 52696 | Data Portal | Additional Information Needs to Be Passed to Document Preview | No |
| 52500 | Data Portal | Shipping Details Not Removed When Contract Removed From Shipment | No |
| 52468 | Data Portal | Error When Creating A Contract With Tranches | |
ITAS Client Services API
Data Catalog
Updated Data Entities
Previous Releases
For a demonstration of the features above, or any previous release, please contact Hivedome.