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Quick Start: Logging In & Basic Navigation

Welcome to Zudello! This guide gets you started with the essentials: logging in and understanding the main navigation areas.

1. Logging In

  • Go to https://app.zudello.io in your web browser (Chrome or Edge recommended).
  • Enter your Email address and click Next.
  • Follow the prompts:
    • Company Login (SSO): If your company uses Single Sign-On, you'll likely be redirected to your company's login page (e.g., Microsoft). Sign in there.
    • Zudello Password: If you have a Zudello password, enter it and click Next.

2. Switching Teams (If Applicable)

  • If you belong to multiple teams, you'll land on your default team.
  • To switch, click the Company Menu (your name/logo, top right) and select the desired team name.

3. Understanding Modules & Submodules

Zudello organises functions into main Modules (top navigation bar) and specific Submodules (left sidebar).

  • Modules: Click a module name (e.g., Purchasing, Expenses and Travel) to access that area.
  • Submodules: Click a submodule name in the left sidebar (e.g., Invoices, Claims, Suppliers) to view specific types of records. Click All to see all records within the current module.

4. Finding Records (Views, Filters, Search)

Within a submodule, use these tools (top right):

  • Change Layout: Switch between List, Board, or Table views.
  • Change Sorting: Sort records by different fields (Date, Amount, etc.).
  • Status Filter: Show/hide records based on their status (Ready, Approval, etc.).
  • Filter Icon (Funnel): Apply quick filters (Supplier, Assigned To) or advanced filters based on specific field values.
  • Search Bar: Quickly find a document by its Document Number or Reference Number.

You've now covered the basics of getting into Zudello and navigating the main areas!