ITAS Services Release 8.31.2

Release Date: 7th September 2026

Overview

This release introduces the ability to edit and resend already-generated invoices, alongside a range of enhancements spanning Reporting, Invoicing, Shipping, Client Management, and Contract Capture. Notable improvements include enhanced segregation of futures positions by market and prompt month in the Futures Open Position Report, new Budget filters on the P&L Report, and the ability to edit Invoice Dates via the standard calendar selector.

This release also includes several bug fixes, including issues affecting the Workflow UI, Client Management, Contract Management, Shipping, and Accounting. Full details of each change are outlined below.

New Features

Invoicing

Added the ability to edit an already-generated invoice and resend it to the customer. 

Enhancements

Reporting

Enhanced the Futures Open Position Report to segregate futures by market and prompt month within each House/Client grouping, making it easier to check positions per prompt/market. Prompt months are now displayed correctly in yyyymmdd format. 

Added Budget filters for Month, YTD, and Financial Year Totals to the P&L Report.

Invoicing

Added the ability to edit Invoice Dates via the standard calendar selector, controlled by a configuration setting so this can be enabled or disabled per client based on preference.

Added a prompt for Supplier Reference to Purchase, Cost, and Commission invoicing, updating dhl21_cliref/UnpostedTransactionHead.ClientReference accordingly.

Shipping

Added Allocation and Deallocation functionality to Shipment Records. 

Client Management

Corrected the CLI Dashboard Sales Turnover figures, which were correctly expressed in 1000s but displayed alongside a factor of 1000, incorrectly implying the figures should be multiplied by 1000.

Contract Capture

Added a Payment Terms (PaymentTermCode) field to Client Accounts. New contracts created in Trade Capture now default their Payment Terms from the value stored on the associated Client Account, where present.

Bug Fixes

WorkFlow UI

Resolved an issue where action buttons on the Workflow UI were cut off and not fully readable.

Client Management

Resolved an issue with the View Contracts CLI Dashboard button where a client filter applied to All Contracts wasn't cleared when the Contracts data view was closed, causing it to persist the next time All Contracts was launched.

Contract Management

Resolved an issue where clicking the Contract Details button after selecting a Contract ID from Warehouse Details resulted in a blank screen.

Shipping

Resolved an issue where Shipping Status was set to Default when creating a New Shipment, regardless of the status selected during the create process.

Resolves an issue where contracts added to a shipment via allocation to another contract, wouldn't be listed on the Shipment Details tab.

Accounting

Resolved an issue where values on Cash By Picking could not be edited, preventing part payments from being made against a journal. Changes made to the data were not being retained and reverted to their original values upon saving.

ITAS Client Services API

 

New Data Entities

• HaulageRate
• LogisticsFreightCost

Updated Data Entities

• AccountingConfiguration
• PhysicalsConfiguration
• PhysicalTradeMain
• PhysicalTradeTraffic
• PriceFixingDetail
• VatRate

As always, your feedback plays a key role in shaping future releases. If you have any questions, would like a demonstration of the new features, or want to share your thoughts on this release, please get in touch with Hivedome. We look forward to bringing you more improvements in the next release.