2 posts tagged with "Address validation"

Release date: Wednesday 5 August 2026
Version: v3

Here's the latest summary of what's new and improved in Zudello, as well as what we resolved in the latest release.

In this release:​

• Clearer delivery address validation
• A run order you can actually read in Document Studio
• New weight and lead time checks on sales orders
• Filtering, expenses, and document viewer improvements and more

Looking for something? Browse by tag to find release notes on a specific feature.

New and improved​

Delivery addresses​

Zudello checks the delivery address on your documents against Google Address Validation, so orders go to an address that actually exists and can be delivered to. We've rebuilt the delivery address section to make it much clearer where an address stands and what to do about it.

One card, one answer

• The delivery address now shows its result in a single card, so you can see at a glance whether it's matched to an address on file, verified, corrected, or couldn't be verified.
• The outcome also appears in the Potential issues found bar, alongside everything else that needs your attention.

Suggested corrections

• When verification returns a meaningfully different address, Zudello shows you the suggestion so you can accept it or keep your own.
• Minor spelling corrections are applied without interrupting you, so you're only asked about changes that matter.

You decide what blocks a submit

• An address that couldn't be verified now follows the extension level you've configured, rather than always blocking the document.
• Set it to Action required and it blocks the submit, set it to Warning and it appears as a warning, and set it to Info and it stays as a note on the section.

Saved addresses in one place

• The address search now offers the contact's saved addresses and your team's own addresses together in a single dropdown.
• Picking one of your team's addresses links the document to that address record, so details stored against it (a notification email address, for example) are available once the document is complete.

Document Studio​

Document Studio lets you fine-tune how Zudello extracts information from your documents. Workflows run in order until one matches the document, but a workflow with no document selection question always matches, which means nothing after it ever runs. That was hard to see until now.

Creating a workflow

• We've made document selection more prominent when you create a workflow, so it's clear up front whether the workflow will run only on the documents that match, or become the catch-all for its section.
• Forking a workflow now warns you about unsaved document selection changes and offers to carry them into the fork, so you don't lose them.

Seeing and setting the run order

• A new Document Selection column shows at a glance which workflows have a document selection question and which don't.
• A workflow that can never run is flagged on the Order column with an icon, a highlighted row, and a tooltip explaining why.
• A columns sidebar has been added and the table now sizes to fit, so it no longer scrolls sideways.
• The reorder screen now separates the workflows that run conditionally from the ones that always run last, so you can drag the conditional workflows into order and see the catch-all group for what it is.
• You can order the catch-all group too, so the workflow that should win can be moved to the top. Every other workflow that always runs is flagged, and Zudello warns you when a section has more than one.
• Removing a workflow's document selection question now moves it to the bottom of its section automatically.

Filters​

The Assigned to filter did several jobs at once. It's now split into three, so you can filter on exactly the relationship you mean.

• Assignee filters strictly on who the document is assigned to.
• Approver filters on who is approving it.
• Involved reproduces the previous Assigned to behaviour, covering the assignee, current and past approvers, and the employee.
• If you have saved views built on the old Assigned to filter, Involved is the equivalent.
• Filter values now load when you open the dropdown rather than up front, and a filter with no values to show is hidden entirely.

Expenses​

• Employee is now available as a line-level dimension on expense forms, alongside location and subsidiary. Choose an employee in the header to apply it to every line, or set it line by line.
• Location on expense lines is now available in automations, filters, and exports.

Sales orders​

Zudello can validate a sales order against your item details before it's placed. We've added two new checks.

Order weight

• Items can now carry a unit weight, and each line calculates its weight from that unit weight and the quantity, giving a total weight for the order.
• The order is validated against a configurable minimum and maximum pallet weight.
• An item with no unit weight is treated as zero and raises a flag naming the item, rather than passing silently.

Lead times

• Supplier, production, and seasonal lead times on an item now produce an earliest achievable date for each line, calculated in business days.
• The requested delivery date is validated against the latest achievable date across the order's lines.

Document viewer​

• Messages on a document are now split into red errors and amber warnings, so something that needs fixing is easy to tell apart from something you just need to know about.

Other improvements​

• Whether a sales line item is in stock is now available in filters and exports.

Resolutions​

We're constantly working to refine Zudello's functionality and address any issues as soon as possible. As part of this release, we've made the following resolutions:

• We've fixed an issue where expanding a lot of allocation details on one document could slow the page down or crash it. Editing line fields on documents with many allocations is also noticeably faster.
• We've fixed the pending transaction list for corporate cards, where a cardholder with a large number of transactions saw the same ones repeat while scrolling, with some transactions unreachable.
• We've fixed an issue where a reverted expense still showed as matched in payment searches.
• We've fixed the sentence value editor in automations, which closed before you'd finished when you picked a field from a dropdown.
• We've fixed auto-coding rules that failed when a document referenced both a supplier and a customer on the same line.
• We've fixed employee and supplier syncing so that a record arriving with an email address that's already in use raises a warning on the document instead of failing the whole batch.
• We've fixed an issue where a ZIP archive containing a very large number of documents could time out while being processed.
• We've fixed an issue where a document with outstanding validation errors could still be submitted through the API.
• We've fixed an issue where deleting a document that had allocations, or deleting a task, could fail.
• We've fixed cached supplier ABN details so they refresh rather than going stale.
• We've fixed an issue where some invoices were extracted as statements.
• We've fixed Document Studio so you can upload an existing document from another version or workflow.
• We've fixed an issue where auto-coding rules couldn't be chosen as a resource in visibility data permissions.
• We've fixed the JSON side panels, which didn't load on large documents.
• Contract lines can now carry custom fields, set up in Field Manager the same way as any other record.

Have an idea?​

Do you have an idea for a new feature or how we can improve our current features? Let us know at support@zudello.com.

Your ideas and feedback are an important part of our product planning process to make Zudello better for everyone.

Release date: Monday 8 June 2026
Version: v3

Here's the latest summary of what's new and improved in Zudello, as well as what we resolved in the latest release.

In this release:​

• Smarter approval routing for expenses
• Improved address validation and matching
• Smoother supplier and customer contact management
• Flexible datasets and more

Looking for something? Browse by tag to find release notes on a specific feature.

New and improved​

Approval routing for expenses​

Zudello's approval workflows route expense claims and reimbursement requests through the right people before payment is made. We've improved how approvals are routed when expenses are raised on behalf of someone else.

Approvals now follow the employee, not the submitter

• When an expense or claim is raised on behalf of another employee, the approval now routes through that employee's manager, not the submitter's.
• This ensures approvals always reach the right people, regardless of who created the record.

Suppliers and customer contacts​

Zudello's CRM module gives you a central place to manage your suppliers, customers, and the people associated with them. We've made it easier to navigate and manage the connections between companies and individual contacts.

• You can now open a linked person's record directly from a supplier or customer's people grid to view and edit their details without leaving the page.

• A new reverse table on the person record shows all the suppliers and customers that person is linked to, with options to add, edit, unlink, or open each one.

• When adding a company to a People record, you can now explicitly select whether you're adding a supplier or a customer, so the search only returns the right type of record.

Contracts​

Contracts let you store and manage your supplier and customer agreements in Zudello, with automatic extraction to pull key details directly from your documents. We've expanded what Zudello can do with contracts, making them easier to code, enrich, and control.

Document coding for contracts

• You can now use document coding rules and the Apply trained rules action on contract documents, the same way you do for other document types.
• Zudello automatically resolves the linked contact for contracts, checking for a set supplier or customer, and defaulting to the supplier if both are available.
• Contract-writable fields are now available in the target field drop-down when configuring coding rules.

Data permissions for contracts

• Contracts are now available in the data permissions picker, so you can control access to contract records using the same dimension-based permissions you use for other models.

Currencies and FX​

Zudello converts foreign currency amounts into your base currency so that transactions, budgets, and approvals always reflect accurate local totals. We've expanded the range of currencies supported by our hourly exchange rate updates.

• Singapore Dollar (SGD) and Hong Kong Dollar (HKD) are now included in Zudello's hourly exchange rate updates.
• Documents priced in SGD or HKD will now convert to your local currency across transactions, budgets, and approvals.

Improved address validation and matching​

Zudello validates and normalises addresses on your supplier, customer, and transaction records to keep your data clean and consistent. We've made significant improvements to how addresses are validated and matched across the platform.

• Address validation now uses Google's Address Validation API, which provides more accurate normalisation and assigns a unique place ID to each address on save.

• Delivery and billing addresses on transactions are now matched by place ID rather than by geographic distance, making matching faster and more reliable.
• Validation errors are now shown per address, so you can see exactly which address needs attention.

• Places Autocomplete can be turned on for contact address forms, making it faster to enter and validate addresses.

Datasets​

Datasets let you store and manage structured data within Zudello, such as approval limits or custom dimensions used for coding documents. We've added two improvements to make datasets more powerful and easier to configure.

Embed datasets as editable tables in resource cards

• You can now embed a filtered, editable dataset directly as a section inside a resource or transaction card.
• The dataset acts as the source of truth for that data, avoiding the performance issues and stale data that can come from storing large amounts of information directly on a record.

Ignore dimension dependencies when configuring datasets

• A new setting lets you ignore dimension dependency filters when configuring datasets and delegation of authority settings.
• This prevents valid values from being incorrectly filtered out during configuration. For example, a location being hidden because of an unrelated supplier or currency filter.
• Dependency filters continue to apply on form fields where they're genuinely needed.

Resolutions​

We're constantly working to refine Zudello's functionality and address any issues as soon as possible. As part of this release, we've made the following resolutions:

• We've fixed an issue where inactive inventory items could be added to transactions by typing a SKU directly, even though they were correctly excluded from the drop-down.
• We've fixed an issue where a $0 tax value was being stored as blank rather than zero on some documents.
• We've fixed an issue where contract documents were not populating field data correctly despite the values being present.
• We've fixed an issue where selecting a default document type on a supplier record would appear to save but didn't.
• We've fixed a Document Studio issue where newly created workflows were not added to the run order, causing unpredictable extraction behaviour.
• We've fixed an issue where two near-simultaneous API calls for the same record could overwrite each other's data and return incorrect results.
• We've fixed an issue where ABN lookup was reflecting ABN validity instead of GST registration status. The lookup now correctly shows GST registration status.
• We've fixed an issue where the related expenses section on expense claims appeared blank when opened from a direct approval link.
• We've fixed an error that occurred when sorting by the approver column in table view.

Have an idea?​

Do you have an idea for a new feature or how we can improve our current features? Let us know at support@zudello.com.

Your ideas and feedback are an important part of our product planning process to make Zudello better for everyone.