Release date: Wednesday 2 September 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:​

• Recurring orders, so you never rebuild the same purchase order again
• Contract reminders that trigger on spend against a threshold
• Delivery date checks against your supplier and production lead times
• Scheduled automations, credit note allocations, and more

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

New and improved​

Recurring orders​

Plenty of purchasing is the same order, from the same supplier, on the same rhythm. Until now the only way to do that in Zudello was to find last month's order and duplicate it. You can now save an order as a template and put it on a schedule, so Zudello raises it for you.

Save any order as a template

• Make recurring in the document actions menu saves the order you're looking at as a template, and opens it so you can set a schedule.
• The order you started from is untouched. The template is a copy, so amending or cancelling the original doesn't affect the arrangement.
• Templates are also available on invoices, so the same pattern works beyond purchase orders.

Find your templates in the orders list

• Recurring orders in the Purchase Orders toolbar menu switches the list to your templates, using the same grid you already know, with your column picker, sorting, grouping, and saved views.
• Schedule, Last ordered, and Next order columns show you where each template stands at a glance. A template with no schedule reads Manual only.
• The mode stays put if you refresh the page, and turning it off returns the list to your orders exactly as before.

Start a template from an order you've already raised

• While the template library is on, the list's primary action becomes New from purchase order, which opens a search across the orders you've already raised.
• Search by number, date, supplier, or total, pick the one you want, and Zudello turns it into a template and opens it so you can set the schedule.
• The picker only offers documents from the section you're in, so you can't accidentally build a purchase order template from a sales order.

Set a schedule in plain language

• Pick the date of the first order, then choose how often it repeats. Zudello builds the options from the date you chose, so you get the patterns accountants actually use, such as every week on Friday, every month on the 27th, every month on the last day, or every three months.
• Custom covers the awkward ones, like every few days, or the 15th and the last day of the month together.
• Advanced lets you end the schedule on a date or after a set number of orders, and override the time zone.
• The schedule reads back to you as a sentence, so you can check it says what you meant before you save.

Order on demand, or let the schedule do it

• Order now raises an order from the template straight away, whether or not it has a schedule.
• Every order a template produces is an ordinary draft that still goes through your normal approval and submission process. Nothing is submitted automatically.
• Templates themselves stay out of approvals, budgets, contracts, and your everyday searches, so they don't clutter your work or count towards your spend.

Contracts​

Zudello can remind you before a contract renews or expires. You can now set a reminder that triggers on how much you've spent against a contract instead of on a date.

Reminders that trigger on contract spend

• Alongside renewal, expiry, and custom date reminders, you can set a reminder that triggers on spend against a contract threshold.
• Choose the threshold to watch, whether to trigger when spend goes above or below it, and the value as either an amount or a percentage of the threshold total.
• As with date reminders, you can name the task that gets created and assign it to specific users or to a person recorded on the contract.
• Contract reminders are now delivered by email as well as raised as a task.

Sales orders​

Zudello can work out the earliest date you could realistically deliver a sales order, using the supplier, production, and seasonal lead times on each item. That calculation arrived last edition. This edition puts it on screen and lets you configure it.

Configure the lead time check

• Validate delivery date against lead times can now be added to a document type through the validation configuration screen, like any other check.
• Choose whether lead times add together or the longest one wins, set an optional seasonal window, and decide what happens to a line with no lead time recorded.
• Set the level to control what a missed date does, from a note through to blocking submission.

See which line is the problem

• Lines that can't meet the requested delivery date are flagged on the line itself, with a summary above so you can see the order's position at a glance.
• The check re-runs as you change dates and lines, so the earliest achievable date stays current while you work.
• An item with no lead time recorded now defaults to Flag the line, rather than quietly counting as zero days. You can still choose to treat it as zero if that suits your setup.

Order weight flags only the line that needs attention

• An order that failed the minimum or maximum weight check previously highlighted every line, even the ones that were fine. Only the line missing a weight is flagged now.
• The weight unit is fixed to kilograms, matching what's stored against your items, so it can no longer be changed to something the calculation won't use.

Automations​

An automation with a schedule trigger runs on its own, without a document in front of it. Last edition we limited what those automations could do, because there was nothing for them to act on. They now work quite differently.

Scheduled automations run across every matching document

• A scheduled automation now finds every document its conditions match and runs against each one, rather than running once with nothing to act on.
• Because there's now a document to act on, the full set of actions is available on schedule triggers again, along with conditions.
• Choose the record type the automation should look at when you set up the trigger, so it sweeps the right set of documents.
• A limit applies to how many documents one run can match, so a very broad set of conditions is stopped rather than run.

Incomplete schedules are easier to spot

• An automation with a partly configured schedule used to appear as a blank row on the board. It now reads On no schedule and tells you the schedule is incomplete, both on the board and in the builder.

Allocations​

• Credit notes can now be allocated against purchase orders, so a credit can be matched to the order it relates to alongside invoices and receipts.
• Remaining amounts on a line are now shown in the document's own currency.

Permissions​

Rescan is no longer staff only

• Re-running extraction on a document was limited to Zudello staff. A Rescan permission can now be granted to your own user groups, on both the single document action and the bulk action.
• Contracts are included, so a contract can be rescanned by anyone with the permission.

Clear any two-factor method

• Resetting a user's two-factor authentication previously only cleared authenticator app codes. It now clears passkeys and security keys too, so you no longer need to contact support for those.

Supplier bank details​

• Zudello now extracts IBAN and intermediary bank details from documents, alongside the account details it already picked up, so international payment details are captured rather than left off.
• Bank detail matching now ignores spacing and punctuation, so the same account written two different ways is recognised as the same account.

Inboxes​

• Replies to an emailed document now thread properly in the recipient's mailbox, rather than arriving as a separate email with no subject.
• Contracts arriving by email are now checked for duplicates, the same way other document types already were.

Custom dimensions​

• Five new custom dimensions are available across your records, so you can code documents against the categories your business uses that don't map to Zudello's standard dimensions.
• They work the same way existing dimensions do, including on auto-coding rules, budgets, contracts, and pricing.

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 debits and credits set to customer matching showing no contact, even though a customer had been linked. Saving one of these documents no longer clears the customer that was found.
• We've fixed supplier matching on payments, where a reference with a trailing space failed to match the supplier it should have.
• We've fixed spreadsheets that declare a far larger range than they actually use, which failed to preview at all. Each sheet now renders on its own, with a clear message rather than an error where something can't be shown.
• We've fixed documents that failed classification losing the extraction work already done, so they can be re-extracted rather than started again.
• We've fixed orders with a zero value not extracting their line quantities.
• We've fixed email addresses on a document being blocked when the extracted address contained a space, which happens when an underscore is read as one.
• We've fixed merging documents, which could accept a file type it couldn't process and leave the merge unfinished. Only PDFs and images can be merged, and anything else is rejected up front, naming the file.
• We've fixed exchange rates you've entered yourself being overwritten by the rate Zudello looks up.
• We've fixed validation flags not being coloured on read-only line cells, so a flag on a field you can't edit was easy to miss.
• We've fixed user groups cloned from a Zudello system group hiding the permission column entirely, so there was no way to see which permissions were on. The permissions are now shown as read-only.
• We've added a marker to the document viewer tabs when there are related documents, attachments, or chat messages to look at, so approvers can see there's something there without opening each tab.

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: Wednesday 19 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:​

• Bank account verification on your suppliers
• GL Impact on approvals and everywhere you can bulk select
• Clearer warnings before deletes and uploads change your data
• Extraction, budget, and automation improvements and more

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

New and improved​

Supplier bank account verification​

Zudello checks supplier details on your documents so you can pay with confidence. If your team uses Eftsure, we now show the result of their bank account verification directly on the document.

See the verification result on the contact card

• The contact match card now shows a bank account verification line alongside the existing ABN and bank details checks.
• The line tells you the result in plain language, such as Bank account verified by Eftsure, rather than a status code.
• Accounts verified under a different name, cross-matched but not independently verified, or not yet verified are raised as warnings so you can decide how to proceed.

Blocking results stop a submit

• An account reported as incorrect, or one Eftsure doesn't recognise at all, blocks submission and appears in the document's issues list.
• If your team doesn't use Eftsure, nothing is shown at all. There's no placeholder and no change to how the card looks.

Approvals​

Zudello's delegation of authority routes documents to the right approvers based on rules you define. We've made it easier to spot approvers who can no longer act, and given approvers more to work with.

Inactive and removed users are flagged

• Users who've been deactivated stayed in delegation of authority and management trees with nothing to show they were inactive, so approvals routed to them stalled with no explanation.
• Inactive and removed users are now flagged wherever they appear, in delegation of authority trees, management trees, and dataset user columns, including on approvals already waiting on them.

• A warning above the dataset counts how many users are affected and opens a list grouped by user. Selecting a row takes you straight to it.

• Where a row has several assignees, only the inactive ones are greyed out, rather than the whole cell.

GL Impact available wherever you can bulk select

• GL Impact was previously only available on expenses. It's now available on every list where you can bulk select documents with lines, including the Approvals screen.
• Approvers can now preview the accounting impact of what they're about to approve, and the same is true for supplier invoices, credit notes, and orders.

Reverting and reassigning expense approvals

• The permissions for reverting an expense during approval, and for changing the approver on an active step, can now be granted to your own user groups. Previously these actions couldn't be assigned.

Suppliers​

Choose the supplier your Zudello-only records export as

• Suppliers marked as Zudello Only stay in Zudello and are never sent to your ERP. You can now choose the generic supplier they're exported against instead, from Generic Supplier in Team Settings.
• Until one is configured, documents coded to a Zudello Only supplier fail validation on export. Only suppliers your ERP will accept are offered, and one that's later deactivated or deleted is flagged rather than quietly reading as unset.

• Setting or changing it asks you to confirm first. The dialog names the supplier your documents will sync to the ERP as, and makes clear the document itself keeps showing the supplier it matched. Only the ERP sync is substituted.

Expenses and claims​

Know what a claim deletion will do before you do it

• Deleting a claim resets the expenses inside it back to their revert status, which meant expenses you'd deliberately closed reappeared in review with no explanation.
• Deleting a claim now lists the expenses that will be affected and the status each one returns to, so there are no surprises. Cancel and nothing is changed.
• This applies whether you delete a single claim or several at once.

Document viewer​

Confirm before an upload replaces what you've entered

• Uploading a document to a record that already has data triggers a fresh extraction, which clears the header fields and replaces the lines. There was no warning, and no way back.
• You'll now see a warning naming exactly what will be replaced, including the supplier, the fields you've filled in, and the number of lines. Cancel and both the record and its documents are left untouched.
• Uploading to an empty record works exactly as it did before, with no extra step.

Automations​

Scheduled automations only offer actions that can run

• An automation with a schedule trigger runs on its own, without a document to act on, so document-level actions either failed or quietly did nothing.
• With a schedule trigger selected, the action list now only offers actions that work without a document, so you can't build an automation that can never succeed.

Document extraction​

We've made extraction more resilient, so fewer documents get stuck.

• Some PDFs that couldn't be opened before are now repaired automatically. Zudello attempts a wider range of fixes before marking a document as unsupported.
• A document that fails classification now keeps the extraction work already done, so it can be re-extracted instead of starting again.
• Large spreadsheets are now read progressively, so a file with a very large empty range no longer causes extraction to fail.

Inboxes​

• Your inbox's default entity and location are now applied to statement documents, the same way they already were for other document types.

Permissions​

• A new Rescan permission controls who can re-run extraction on a document, and is enforced when the rescan is requested.
• Rescans are now recorded against the person who triggered them, so you can see who re-ran extraction, when, and what it spent from your team's quota.

• New permissions have been added for contract configuration, reasons, and auto coding configuration.

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 the Procurement Bottlenecks dashboard, which took 30 to 40 seconds to load and returned intermittent errors.
• We've fixed new passwords being accepted and then rejected as invalid. Passwords are now capped at 70 characters and must use standard characters, matching the limit applied when your account is created, with a clear message when one doesn't qualify.
• We've fixed the budget and contract threshold panels on a document showing foreign-currency amounts unconverted, so a document could read as over budget when it was comfortably under. Stored budget figures were always correct, only the on-screen check was wrong.
• We've fixed budgets continuing to show spend against the dimensions a budget line used before it was edited, which a manual resync didn't clear. Changing a budget configuration now relinks budgets across the whole team.
• We've fixed documents with unresolved error-level validations being able to complete, so a card expense could reconcile to Complete while still carrying a blocking error. Errors now block completion the same way they block submission.
• We've fixed archived, deleted, and rejected documents appearing in the list of documents available to reconcile against and in suggested matches, across invoices, expenses, and credit notes. A document archived while the reconciliation screen is open is now removed from the list rather than staying selectable.
• We've fixed an issue where the supplier on an item's unit of measure conversion couldn't be updated.
• We've fixed the reorder workflows screen in Document Studio, where Save Order could stay disabled even though the order needed saving.
• We've fixed line numbers that weren't visible on forms with purchase order matching turned on.
• We've fixed searchable dropdowns on long lists, which only ever searched the first 30 records, and which could show a blank value for a record outside the loaded page.
• We've fixed an issue where the automation value editor could open off the edge of the screen, and where a long email body ran past the bottom of the window.
• We've fixed an issue where an email arriving with several attachments could create a document with no link back to its email, leaving the inbox thread linked to a different, previously processed invoice instead of the correct one.
• We've fixed an issue that prevented a file being uploaded into an existing contract from the document side panel.
• We've fixed an issue where completed documents could be moved back to Unable To Process.
• We've fixed paged searches that also requested a total count, which returned the first page repeatedly.
• We've made the documents filter panel faster to open.
• We've removed the beta label from the process email body option on inboxes.

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: 11 December 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

Performance enhancements​

We've made significant performance improvements across the platform:

• Opening documents is now approximately 40% faster, allowing you to review information more quickly
• Saving documents is also around 40% faster, reducing the time you spend waiting for changes to be processed

These improvements help you handle more documents in less time, so you can focus on the tasks that matter most to your business.

Enhanced bank account validation​

Bank account validation compares bank details on documents against the information stored in your system, to ensure you always pay to the right account.

We've made the following enhancements to our bank account validation to improve security and reduce the potential for errors:

• Zudello now flags discrepancies only when account information is available on both the document and the supplier/customer record, reducing the potential for incorrect errors
• Users must resolve bank account validation errors before submitting documents, ensuring any discrepancies are addressed immediately
• Special characters and spaces are automatically removed during comparisons to ensure accuracy

Document classification improvements​

Document classification helps Zudello organise your documents into the correct submodules for processing. We've made several improvements to document classification:

• Documents that encounter issues during extraction now appear in a new classification submodule, making them easier to find and manage
• The classification submodule only appears when there are documents that need review, keeping your interface clean and focused
• You can review these documents and select the correct submodule for processing

Resolutions

• We've resolved an issue where document views didn't refresh correctly when users changed the selected statuses
• We've fixed a display issue with the Group Membership Management page where inactive users weren't correctly shown as inactive in single-team organisations

Have an idea?

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.