How-To Guides

Quick answers to "How do I...?" questions about Zudello.

How-To Guides are:

• Task-focused — get straight to what you need to do
• Step-by-step — clear instructions from start to finish
• Comprehensive — every system feature has a corresponding guide

Whether you need to reset your password, three-way matching, or configure approval workflows, you'll find focused instructions here.

New to Zudello? Start with Tutorials to learn the basics first.

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Browse by area

Getting Started with Zudello

Navigate ZudelloSet up two-factor authenticationZudello glossary

Documents & Processing

Code and process invoicesApprove and reject documentsReview validation messages

Users & Permissions

Manage user settingsUnderstand user groups and permissionsConfigure Microsoft Entra SSO

Configuration & Setup

Export transaction dataSet up supplier default codingConfigure inbox templates

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