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: 13 February 2025
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.

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

New and improved​

Customer address selection​

We've enhanced our address functionality to give you more flexibility when working with customer addresses in the sales module. We've introduced new address selection options that make it easier to find the right customer addresses.

When the Customer address option is selected for your team:

• The address drop-down will automatically filter to show only addresses for the customer selected on the transaction
• If no customer is selected, all customer addresses will be available
• When you select an address, all address fields on the transaction will be automatically filled

When the Team address option is selected:

• Any addresses configured for your team will be displayed in the drop-down
• When you select an address, all address fields on the transaction will be automatically filled

Please reach out to support@zudello.com to discuss enabling these settings for your team.

Resolutions​

We continuously work to make Zudello faster and more efficient. In this release:

• We've improved system performance when opening transactions with large number of allocations
• We've made various other performance enhancements across the platform

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: 17 October 2024
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.

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

New and improved

Allocations - custom field autofilling​

Zudello's autofill feature allows you to process transactions faster than ever by autofilling coding from linked transactions (e.g. autofilling invoice line coding from the allocated PO lines).

Previously, this applied only to standard fields, and you needed to code custom fields manually on all transactions. We've now expanded the autofill feature to support custom fields, ensuring that you can copy all coding through the purchasing flow.

If you'd like to check that this feature is enabled for your team, please contact Zudello Support.

Supplier statement extraction​

Zudello's LLM pipeline now supports the extraction and classification of supplier statements. If you or your suppliers email statements into the purchasing module, we'll automatically recognise them as statements and route them to the correct submodule.

If you need guidance on using Zudello's statement reconciliation feature, please contact Zudello Support.

Transaction shipping addresses​

For customers using Zudello's LLM pipeline, we can now extract shipping addresses from documents and save them against the transaction.

Zudello extracts both shipping and billing addresses from documents. Once extracted, we apply the following rules to determine which address to use for the transaction:

Shipping address extracted?	Billing address extracted?	Address applied to transaction
Yes	Yes	Shipping address applied
Yes	No	Shipping address applied
No	Yes	Billing address applied

Resolutions

Document classification improvements​

Some customers whose teams use the LLM pipeline found that a small number of documents were getting stuck in "Scanning" status after being uploaded. This issue primarily affected statements and unsupported documents (such as images, letters, and other documents unrelated to purchasing or payables).

We've released improvements to correctly route these documents to the "Unclassified" submodule, where you can then classify them manually or delete them.

Navigating through documents in table view​

Previously, when viewing documents in the table view, you had to click out and in to move between documents.

We've now added buttons within the invoice modal to let you move to the previous or next document when available.

Have some ideas?

Do you have an idea for a new feature or how we can improve our current features? Please 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.