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Welcome to the Zudello How-To Guides

This section provides concise, step-by-step instructions focused on accomplishing specific tasks or utilising individual features within the Zudello platform. Unlike the Product Guide, which offers end-to-end workflow tutorials based on user roles, the How-To Guides are designed to give you quick, targeted answers for specific actions.

What kind of information is here?

You'll find guides covering a wide range of functionalities, such as:

  • Getting Started: Logging in, navigating the interface, setting up the mobile app.
  • Document Management: Uploading, tagging, converting, deleting, or archiving documents; understanding statuses; using the chat function.
  • Purchasing Module: Creating POs/Requisitions, processing invoices/credits, understanding matching (2-way/3-way), placing orders.
  • Expenses & Travel: Uploading expenses, coding/validating, submitting claims, handling mileage.
  • Approval Management: Understanding the approval process, approving/rejecting documents, managing DOA datasets.
  • User Management & Security: Managing users/groups, configuring SSO/provisioning, setting up data permissions, best practices.
  • Business Rules: Configuring keyword coding, supplier/item/customer defaults, data dependencies.
  • Data Management: Understanding dimension data, importing/exporting records.
  • Relationships Module: Managing supplier, customer, and employee records.
  • Managing Your Account: Resetting passwords, setting defaults, managing notifications, delegating approvals.

How to use this section:

  • Browse: Use the sidebar navigation on the left, organised by functional area (e.g., "Document Management", "Approval Management").
  • Search: Use the main search bar at the top of the site to find guides related to specific keywords or features.
  • Cross-Reference: Guides often link to related How-To guides or relevant sections in the Product Guide for broader context.

If you need instructions for a specific action, like "how do I reset my password?" or "how does three-way matching work?", this is the place to look.