4 posts tagged with "Contracts"

Release date: Wednesday 9 April 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:​

• Contracts improvements
• More flexibility for data export permissions
• Bug fixes and more

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

New and improved​

Contracts improvements​

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 made two improvements to give you more control over how contracts are processed and enriched.

• Rescan contracts from the interface
  • You can now trigger a rescan of a contract directly from the interface to re-run extraction and enrichment against the latest document content.
  • This makes it easy to refresh contract data without needing to re-upload or recreate the record.
• Automatic supplier and customer matching on contracts
  • Contracts can now be configured to automatically link to a supplier or customer record.
  • Once matched, Zudello applies any relevant defaults from that record — such as default coding, payment terms, and addresses — so your contracts stay consistent with the rest of your data.
  • Admin users can configure the matching direction (supplier or customer) from the document type settings.

Export permission improvements​

Zudello's export tools let you extract data from the platform for reporting, reconciliation, and integration purposes. We've added a new permission level to give you more control over who can access export data.

• View own exports permission
  • A new permission level lets you grant users access to view only their own exported data, without giving them access to exports run by other users.
  • This makes it easier to align export access with your organisation's security policies, without restricting users from getting the data they need.
  • When an export is ready, the notification email now includes a direct link to the exports page so users can access their data straight away.

For more information on exports, see Exporting records.

Other improvements​

Infrastructure and performance improvements

• We've made a number of backend improvements to improve the stability and reliability of the Zudello app.

Resolutions​

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

• We've fixed an issue where users were sometimes redirected back to the login screen when selecting a team, requiring them to log in a second time.

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 25 March 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:​

• New customer and supplier address validation
• Enhanced email body extraction
• Bug fixes and more

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

New and improved​

Address validation​

Zudello's validation extensions let you configure rules that check documents for errors or missing information before they progress through your workflow. We've added two new address validation extensions to help you catch address issues early.

• Verified customer address (Supplier and Customer submodules)
  • This extension checks that the customer or supplier being has at least one address that can be verified through Google Maps.
  • You can apply this extension to supplier and customer records.

• Delivery address on file (all Purchasing and Sales Submodules)
  • This extension checks that the delivery address on a document matches one of the addresses saved against the customer or supplier.
  • You can apply this extension to purchasing and sales documents.

Both extensions can be configured as a note, warning, or error-level validation, giving you control over how strictly each check is enforced.

Other improvements​

• Allocation values update when line amounts change
  • Allocations are the driving force behind Zudello's two and three-way matching
  • Allocation values are now automatically recalculated when line amounts change on a transaction, so your allocations stay accurate even after any manual edits.
• Improved email body extraction
  • We've improved how Zudello recognises and categorises email body extractions, making the process more reliable when extracting transaction information directly from email content rather than attachments.

Resolutions​

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

• We've fixed an issue where duplicate records were sometimes created during purchasing invoice creation.
• We've resolved an issue where quantities were not allocated correctly to purchase orders when a unit of measure conversion was involved.
• We've fixed an issue where some users were unable to bypass or resolve a validation error.

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: 29 October 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.

In this release:​

• New inline calculator for faster data entry
• Enhanced Excel extraction and document matching capabilities
• Budget improvements, interface enhancements and more

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

New and improved​

Inline calculator​

Data entry often requires quick calculations to determine correct amounts or verify totals. We've introduced an inline calculator that allows you to perform calculations directly within fields, speeding up data entry and reducing errors.

The inline calculator provides:

• Common calculation operations
  • Access frequently used calculations by hovering over the calculator icon

• Real-time calculation preview
  • See the result of your calculation as you type

• Clear error feedback
  • Invalid calculation expressions display an error message, helping you avoid mistakes

This feature streamlines data entry for tasks like calculating totals, adjusting amounts, or verifying discounts, allowing you to work more efficiently within Zudello.

Enhanced Excel extraction​

Document extraction converts your uploaded files into structured transaction data. We've improved how Zudello extracts data from Excel files to make the process more predictable and reliable.

Previously, Zudello converted Excel files to PDF before extraction. Now, Zudello extracts data directly from Excel files:

• Direct Excel processing
  • Data is extracted from the first sheet of your Excel file without conversion
  • Maintains Excel formatting and structure during extraction
  • Provides more accurate and consistent extraction results

This improvement simplifies data extraction and ensures your Excel-based transactions are processed reliably.

Document matching improvements​

Document matching helps you link related transactions together, such as matching invoices to purchase orders or receipts to payments. We've made several enhancements to improve matching accuracy and provide better information when matching documents.

Negative line matching​

We've added support for matching document lines with negative amounts when using amount-based allocations. This is particularly useful when dealing with negative lines that exist on both matched documents, such as promised discounts that are recorded as negative line items.

The system now correctly matches these negative lines when using amount-based allocation methods, ensuring accurate document linkage across all transaction types.

Enhanced matching information​

The document matching modal now displays the reference field, providing more context when you're matching and checking documents. This additional information helps you quickly verify you're matching the correct documents together.

Improved extraction accuracy for similar item codes​

Item code matching is a critical part of accurate data extraction. We've enhanced how Zudello matches item codes to improve accuracy when dealing with codes that differ only by hyphens or spaces.

Previously, if you had similar item codes like 7T5412 and 7T-5412, the system might extract one code as the other due to how it handled special characters. The system now:

• Prioritises exact matches, looking for exact item code matches first before considering alternatives
• Only searches for similar codes if an exact match doesn't exist
• Reduces matching errors between codes that differ only by hyphens or spaces

This enhancement ensures that similar-looking item codes are distinguished correctly, reducing manual corrections and improving data quality.

Budget management improvements​

Budget management helps you control spending across projects, departments, and other business dimensions. We've refined budget functionality to improve clarity and accuracy.

• Clearer budget visibility
  • Budgets are now only displayed for modules and submodules where budget functionality is supported
  • Reduces confusion by showing only relevant budget information
• Cleaner budget communications
  • Budget amounts are now always rounded to two decimal places in approval and notification emails
  • Provides cleaner, more readable budget information in communications

Budget management is currently available for selected teams only. To discuss enabling this feature for your team, reach out to support@zudello.com.

Contract management improvements​

Contract management helps you track and enforce contractual obligations across your transactions. We've made the following improvements to enhance reliability and data integrity:

• Enhanced contract linking
  • Improved reliability when associating contracts with suppliers and customers
  • Better handling of contract-to-transaction associations
• Improved notification visibility
  • Sales contracts now display notifications after relinking operations
  • Enhanced transparency when contract information is updated
• Better data integrity
  • Improved processes to prevent accidental data loss when saving contracts
  • More reliable contract information updates without requiring page reloads

Contracts are currently available for selected teams only. To discuss enabling this feature for your team, reach out to support@zudello.com.

Interface improvements​

We've made several enhancements to improve visual clarity and navigation efficiency across the system.

• Improved visibility for line-level validation issues
  • Lines now show the colour of the highest validation level, ensuring you can quickly distinguish between the types of issue

• Streamlined dependency navigation for faster workflows
  • When coding or editing documents, you can now view field dependencies without needing to save the document first
  • This reduces the time required to process documents with field dependencies
• Alphabetical sorting of all drop down lists
  • System-wide drop down lists for document types, dimensions, and advanced filters are now sorted alphabetically
  • This applies across all areas of the system and all dimensions, and does not require any action from users

Performance improvements​

We've made system optimisations to improve overall responsiveness and reliability:

• Enhanced data fetching and refresh operations for faster document loading
• Improved system performance when processing large volumes of documents
• Better handling of concurrent operations to ensure consistent response times

Resolutions​

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

• We've enhanced automation reliability to ensure workflows process documents consistently
• We've resolved an issue where supplier information was removed from the document matching modal
• We've fixed currency exchange rate calculation issues to ensure accurate foreign currency conversions
• We've resolved several interface issues, including those introduced by new features
• We've improved the stability and reliability of calculator functionality
• We've fixed an issue where expense amortisation fields weren't displaying during the import process
• We've made mileage rate data permissions accessible to end users
• We've resolved an issue where negative line amounts resulted in approval errors
• We've improved email processing by trimming excessively long email subject lines during ingestion

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: 22 October 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.

In this release:​

• New price books feature for advanced pricing management
• Enhanced automation workflows with improved supplier assignee functionality
• Reporting functionality for approvals, budgets, and more

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

New and improved​

Price books​

Price books allow you to manage item pricing based on specific customers, suppliers, projects, or other business dimensions. This feature automatically applies appropriate pricing and validates special rates across your transactions.

Price books provide comprehensive pricing management:

• Automatic price application
  • Correct pricing is automatically filled when creating requisitions or purchase orders
  • Special pricing is validated when receiving customer orders or supplier invoices
• Flexible routing options
  • Transactions with pricing discrepancies can be routed through custom approval workflows
  • Configure routing based on your specific business requirements

Price book functionality includes full integration with requisitions, purchase orders, customer orders, and supplier documents. See Price books for more.

Advanced document validation​

Document validation checks your transactions for accuracy and completeness before you open them. This allows you to focus only on those documents that need your attention, and automate those that don't.

In this release, we've made validation errors clearer, more flexible, and more automated.

Automated validation​

Document validation is now performed automatically when a document is uploaded, without a user needing to open the document. This provides additional automation capabilities, and allows your team to focus only on those documents that require your attention.

Automated validation is now enabled by default for all existing and new teams.

Enhanced validation feedback​

Understanding why documents have validation errors is now easier and clearer:

• Fixed validation column
  • A dedicated error column in the lines table shows all validation issues at a glance
  • Click on error indicators to see detailed explanations for each line
• Detailed calculation information
  • For validation errors involving calculations, we now show the applied formulas and discrepancies
  • This helps you quickly understand and resolve issues to continue processing

Expanded validation flexibility​

We've added new Required if validation options:

• Support for Any of value rules
  • You can now use Any of conditions when setting up field requirements, which make one field required if another field is set to one of a number of values.
  • E.g. Cost centre is required if account is any of Equipment, Staff Costs, or Entertainment

Automation enhancements​

Automations help streamline your document workflows by automatically performing actions based on predefined rules. We've now improved supplier assignee functionality and validation condition options.

• Supplier assignee actions

  • We've restored full functionality for automation workflows that use supplier assignees

• Enhanced condition options

  • When setting up conditions for assignees, use the "is not empty" option instead of "is set" for better reliability
  • We're working on improving the interface to prevent configuration mistakes in future releases

Reporting launch​

Comprehensive reporting capabilities are now available to help you analyse approval workflows, budget performance, and other key business metrics.

Reporting includes:

• Approval dashboard
  • Get an instant overview of all pending approvals, including information on any escalations and exceptions
  • Find the bottlenecks in your approval process with reporting on average time to approve, number of escalations, and number of rejections per user
• Accrual reports
  • See the combined impact of outstanding orders and invoices that are yet to be processed
• Budget dashboard
  • A dedicated dashboard for budget reporting and analysis

Detailed documentation on the reporting feature will be available soon. In the meantime, if you have any questions about reporting please reach out to support@zudello.com.

Email sales order extraction​

We've restored and enhanced the ability to extract sales orders directly from email content, making it easier to process orders received in email format. Improvements include:

• Enhanced rescanning capability
  • Documents ingested from email bodies can now be rescanned if needed
  • Improved processing reliability for email-based transactions
• Bug fixes and optimisations
  • Resolved issues affecting email extraction accuracy and performance

Contracts beta launch​

Say hello to Zudello's advanced contract management capabilities directly. We're launching our brand new contracts feature to selected customers only.

Comprehensive contract management​

The new contracts feature includes:

• Flexible contract types
  • Fixed price contracts with transaction impact visibility
  • Threshold contracts with usage tracking and impact reporting
• Contract lifecycle management
  • Navigation and permissions for contracts, contract groups, and contract categories
  • Contract owner approvals integrated with existing approval workflows
• Advanced notifications
  • Automated reminders for contract milestones, renewals, and expiry dates
  • Configurable notification preferences for different contract events

Exception handling and compliance​

• Breach management
  • Clear visibility of contract impacts against transactions
  • Required reason collection when submitting transactions with contract breaches
  • Contract owner approval workflows for transactions exceeding contract terms
• Sales module integration
  • Limited support for sales transactions with planned expansion

Contracts are currently available for very limited teams only. To discuss enabling this feature for your team, reach out to support@zudello.com.

Detailed documentation on the contracts feature will be available soon.

Enhanced features​

Budget management improvements​

Budget management helps you control spending across projects, departments, and other business dimensions. We've improved performance and enhanced the linking process between budgets and transactions.

Intelligent budget linking​

The system now evaluates when budget lines need to be relinked to transactions:

• Selective relinking triggers
  • Relinking occurs when dimensions change on budget lines
  • Date modifications trigger relinking for better accuracy
  • Amount changes prompt transaction reassessment
• Performance optimisations
  • Relinking runs as a background process to prevent timeouts
  • Only necessary changes trigger relinking to improve system performance

Budget dashboard​

A dedicated Budget dashboard has been added as part of the new reporting feature.

The budget dashboard:

• Provides dedicated budget reporting and analysis
• Allows you to track spending patterns and budget utilisation across your organisation

Budget management and reporting are currently available for selected teams only. To discuss enabling these features for your team, reach out to support@zudello.com.

Document studio enhancements​

Document studio empowers you to customise data extraction for your specific document types and formats. We've resolved mapping issues and improved field handling for better extraction accuracy.

Key improvements include:

• Enhanced unit of measure mapping
  • Resolved field mapping issues for units of measure extraction
  • Improved integration between extraction and enrichment processes
  • Updated prompt requirements for optimal performance

Document studio is currently available for selected teams only. To discuss enabling document studio for your team, reach out to support@zudello.com.

Resolutions​

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

• We've enhanced system performance through infrastructure updates and optimised backend validation processing
• We've improved communication between system components to resolve purchase order number generation issues
• We've enhanced search functionality within list views to prevent system slowdowns when processing large document volumes
• We've added comprehensive logging to identify and resolve automation interaction issues
• We've optimised resource usage for teams with extensive document libraries to ensure consistent system responsiveness

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.