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Version: Current

Uploading purchasing documents

Getting your documents into Zudello is the first step in streamlining your purchasing processes. This guide explains how to upload documents to the purchasing module and ensure they're processed correctly.

Best practices​

To ensure smooth document processing:

  • Select the correct purchasing submodule before uploading documents
  • Review the accepted document formats guide before uploading
  • Avoid creating new versions of documents (e.g. by printing to PDF) before uploading them to Zudello
  • Review potential duplicates carefully before deletion
  • Consider using email upload to save time

Upload methods​

Email upload​

To upload documents via email, simply send your documents as email attachments to your Zudello mailbox.

Zudello automatically identifies and extracts any valid documents. Zudello identifies the submodule for each document as part of extraction, allowing you to use one central mailbox for all documents in each Zudello module.

To find your team's mailbox address:

  1. Click the company menu at the top right.
  2. Click Settings.
  3. Click Mailboxes.
  4. View the list of inbox addresses:
    • Mailbox names appear on the left.
    • Email addresses to send documents to appear on the right.
    • Click the copy icon to copy an email address.

If you cannot view inbox settings, please contact your organisation administrator.

Manual upload​

To manually upload documents:

  1. Select the purchasing submodule you want to upload documents to.
  2. To upload a document via drag and drop:
    • Drag and drop the file anywhere onto the submodule screen.
    • Wait for confirmation of the upload.
  3. To select a document to upload:
    • Click the New [Submodule Name] button (e.g., New invoice).
    • Click Click here to upload.
    • Select the file to upload.
    • Wait for the upload confirmation.
    • Click Close once all documents are uploaded.

Important notes:

  • You cannot upload documents to the All submodule view.
  • The system alerts you if it detects duplicate or invalid documents.

Document processing​

After uploading, documents:

  1. Move to Scanning status for data extraction.
  2. Progress to either Ready or User Review status once they are available for processing.

Need help?​

Contact your organisation administrator or Zudello support for assistance with document uploads and processing.