Welcome to the Zudello Product Guide

This guide provides practical, step-by-step tutorials designed to help you accomplish specific tasks and workflows within Zudello. Unlike the How-To Guides, which offer focused instructions on individual features, the Product Guide focuses on complete end-to-end processes commonly performed by different user roles.

Who is this guide for?

This guide is structured around typical user roles within an organisation using Zudello. Whether you are:

• A General User needing to navigate the platform or manage your profile.
• An Employee submitting expense claims.
• An AP Clerk processing invoices or handling credits.
• A Purchasing Officer creating requisitions or purchase orders.
• An Approver/Manager reviewing documents or delegating approvals.
• A Data Manager maintaining core data or running reports.
• A System Administrator managing users, permissions, or system settings.

...you'll find tutorials tailored to your common tasks.

How is it structured?

The guide is organised into sections based on these user roles. Within each section, you'll find tutorials covering specific workflows relevant to that role. Each tutorial:

1. Starts with an Overview explaining the goal and steps involved.
2. Breaks down the process into sequential Steps.
3. Provides clear instructions and screenshots for each step.
4. Links to relevant How-To Guides for more detailed information on specific features used in the workflow.

Use the sidebar navigation to find your role and explore the available tutorials. Let's get started!