5 posts tagged with "Currencies"

Release date: Wednesday 7 October 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:​

• Card payments that remember their supplier and show the documents they're reconciled against
• Units of measure on sales documents, converted to the item's base unit
• A sneak peek at our new UI
• Price book prices that follow your cost centre, location, or subsidiary, and more

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

New and improved​

Card reconciliation​

Card reconciliation matches your card payments to the invoices and expenses they paid for. Card statements often describe a payment with a merchant reference, such as "AMEX *NETFLIX.COM SYDNEY", rather than a supplier Zudello already knows. We've made those payments easier to match, and easier to follow once they're reconciled.

Remember a match for next time

• When a payment comes through without a supplier or customer matched to it, it shows as Unassigned. Find the document it paid for and reconcile it as usual.

• When the documents you've reconciled it against all belong to the same supplier or customer, Zudello asks whether to remember the match.
• Select Remember, and future payments with the same reference are linked to that supplier or customer automatically. Other unassigned payments with the same reference are checked again straight away.
• Zudello only asks when the match is clear, so you won't be prompted when a payment is reconciled against documents from different suppliers.

Reconcile payments in another currency

• Payments and documents now show their own amount and currency first, with the amount in your home currency underneath.
• The payment header shows the exchange rate used. Hover over a converted amount to see the original amount, the converted amount, the rate, and the rate date.
• Selected and Target show in the shared currency when the payment and the documents you've ticked use the same one, and switch to your home currency, with a note, when they're mixed.
• You can search for a payment or document by either amount, and search the matched documents by amount.
• If your team works in a single currency, nothing changes.

See what a payment is reconciled against

• An open payment now lists the documents it's reconciled against, each with its number, supplier, and amount. Select one to open it.
• The reconciliation banner on a payment, invoice, or expense now shows the status of the record you're looking at. A fully covered expense no longer shows as partially reconciled just because its payment is.
• When you open a linked document, Back takes you to the payment or expense you came from, and back to the reconciliation screen if that's where you started.
• Long payment references are shortened in the banner, with the full reference on hover.

Price books​

Price books hold the prices you've agreed for each item, so Zudello can fill in and check prices on your orders and invoices. A price book entry can be set for a dimension alone, such as a cost centre, location, or subsidiary, without a supplier or customer.

• Changing a line's cost centre, location, or subsidiary now updates the line's price to the matching price book entry, rather than only showing whether the price matches.
• Only the lines whose price book match has changed are updated, and opening a document never changes its prices.

Units of measure​

Units of measure let you buy and sell an item in a different unit from the one you stock it in, such as a carton of eight. Zudello already converted quantities and prices to the item's base unit on purchasing documents. We've brought the same conversion to sales.

• Incoming sales documents now convert the quantity and price to the item's base unit. Two cartons at 250 each become 16 units at 31.25 each.
• The units offered on a sales line are limited to the customer's own conversions and your general ones.
• Choosing a unit keeps the line's quantity and price, and uses the price book entry for that unit and customer where there is one.
• Price checks compare like with like, and fully matched lines in a different unit no longer show as over-allocated.

Bank account validation​

Bank account validation compares the bank details on an invoice with the details on your supplier record, to help catch payment fraud and keying errors.

• A BSB that contains letters, such as a SWIFT code entered in the BSB field, is now flagged with BSB can't contain letters, since it can never match.
• When the letters are on your supplier record, Zudello asks you to update the supplier record, so the fix is made where the problem is.

Downloads and exports​

• Documents you download, and original files you export, are now named with the supplier or customer and the document number, such as "Acme Supplies - INV-1042.pdf", so you can tell them apart without opening each one.
• Where a document has no contact or number, Zudello names the file with whichever of the two it has.
• Purchase order export templates can now include the remaining amount on each line, so you can report on what's still to be received or invoiced.

Custom dimensions​

Custom dimensions let you code documents against categories your business uses that don't map to Zudello's standard dimensions.

• Each custom dimension now has its own permissions, so you can choose which user groups can see, create, update, delete, export, and bulk submit its records.

Forms​

• Form layouts and responses now have an Approvers column in the list and table layouts, so you can see which forms are waiting on you.
• You can link a form response or a form layout as a related document. Select Add document under Related documents, then search by title, name, or code. The link is saved on both documents.

Contracts​

• The contracts list now has a Supplier column that you can sort by, and searching the list matches supplier names.

Quick actions​

Quick actions are your own buttons for the steps your team repeats on a document.

• A quick action can now be shown on documents in a complete status. Tick Show on complete statuses when you create or edit it. It's off by default, so your existing quick actions behave as before.
• The Status field is now called Set status after action, and shows Don't change status when it's empty.

Sneak peek: the new UI​

We've been rebuilding the Zudello interface, and you can take an early look at platform.zudello.io. Sign in with your usual details. Your teams, documents, and settings are the same in both, so you can switch between them whenever you like.

The new UI rethinks how you move around Zudello. A side bar replaces the top menu and groups your modules by the work you do, such as expenses, purchasing, sales, and inventory. A home screen and a single approvals area bring together what's waiting on you across every module. Your inbox, notifications, search, help, and keyboard shortcuts sit in a panel on the right, so they're one click away without leaving the document you're working on. It also has a cleaner look throughout, with a choice of themes and accent colours.

Notifications​

Notifications tell you when something in Zudello needs your attention, such as a document assigned to you or waiting on your approval. We've added a notifications panel inside Zudello, alongside your notification emails, and a scheduled digest you can set up yourself.

Only available on platform.zudello.io.

In-app notifications

• The notifications icon in the side bar shows how many unread notifications you have. Select it to open the panel.
• You're notified when a document is assigned to you, when one needs your approval, and when a contract reminder is due. New notifications appear as they happen, without reloading the page.
• Select a notification to open the document it's about. It's marked as read when you open it.
• Switch between All and Unread, mark a single notification as read or unread, or select Mark all as read.
• Notifications are kept for 30 days.
• The panel is available to every user, with no permission needed on your user groups. You can still hide the panel or turn notifications off.

Set up your own approval digests

Only available on platform.zudello.io.

• An approval digest is one scheduled email with everything still waiting on you in a team: your outstanding approvals and your unreconciled card transactions.
• In your notification preferences, select Add digest, give it a name, and choose whether it's sent daily, weekly, or monthly, on which day, and at what time.
• Each digest reads back the schedule it will send on, such as "Send a monthly digest on the 1st at 9:00 AM with my outstanding approvals and unreconciled card transactions".
• A digest is built when it sends, so anything you've already actioned is left out, and nothing is sent when you have nothing outstanding. Your individual approval emails keep sending as well.
• Selecting a digest notification opens your approvals.

Go straight to your unreconciled card transactions

• The link in a digest opens your corporate card expenses, filtered to your own transactions that aren't fully reconciled yet.
• A My unreconciled transactions badge next to the title shows the filter is on. Select the cross on the badge to show all transactions again.

Countries​

• Spain, Switzerland, Ukraine, the Netherlands, and six more countries have been added to Zudello's country list, along with the Swiss franc, so suppliers based in those countries sync from your ERP without errors.

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 converting a quote to a purchase order creating several purchase orders when Enter was held down on the confirmation. Only one is created now.
• We've fixed purchase orders changing to Unable to process when many goods receipts were matched to the same order.
• We've fixed duplicate matches being created between an invoice and a goods receipt or order when they were linked from the other side.
• We've fixed coding lines not being saved on three-way matched invoices.
• We've fixed statements coming through with no supplier and no lines when a payment on the statement was shown as a positive amount.
• We've fixed dimension drop-downs showing blank options when the dimension's label was set up to include its external ID.
• We've fixed budget line dimension drop-downs not applying your dimension dependencies, which offered values that shouldn't have been available.
• We've fixed people who were removed from a chat message still being notified. Only the people mentioned when the message is sent are notified now.
• We've fixed menu actions, including quick actions, doing nothing on iPhone and iPad.
• We've fixed statuses from another section staying on screen when your statuses couldn't be loaded. Zudello now tells you they couldn't be loaded.
• We've fixed changes you saved on a supplier or customer, such as a BSB, not showing on the document when you went back to it.
• We've fixed the teams list showing IDs or "undefined" for country, time zone, and currency after you saved a team.
• We've fixed an error when changing a document's type.
• We've fixed searches containing special characters not returning the expected results.
• We've fixed the documents list no longer updating live after your connection dropped and reconnected.
• We've fixed an error when signing in after your session had expired.
• We've fixed an error in the tag picker when a tag had no name.
• We've fixed saving team settings sometimes failing with a "didn't find active resource" message.
• We've fixed approval emails being delayed after an approval on a very large invoice.
• We've fixed documents occasionally failing to process when several arrived at the same time.
• We've fixed line tax not being recalculated when a line's tax rate was filled in from a matched purchase order, which could leave the tax off the invoice total.
• We've fixed tax-inclusive invoices that include a credit being treated as tax exclusive, which added tax on top of the total.
• We've fixed a second invoice being matched to a purchase order that only had a tiny rounding amount left on it.
• We've fixed document coding rules that look at line item details not applying, and one faulty rule stopping the rest of your rules from running.
• We've fixed custom field values filled in from a matched line not being saved.
• We've fixed a faulty unit of measure conversion leaving the whole document without its number, dates, totals, and lines. The affected line is now flagged with a warning and the rest of the document is processed.
• We've fixed approved documents occasionally staying in Approval.
• We've fixed card payments reconciled to within a cent showing under Partial rather than Complete.
• We've fixed errors when resizing your browser window after closing a reconciliation.
• We've fixed Ctrl+Enter submitting a document when Save and submit was hidden or unavailable.
• We've fixed document lists going back to sorting by Date issued each time the page was reloaded. Your last sort order is remembered again.
• We've fixed inbox templates filling in the subject but leaving the message blank when sending an email or rejecting a document. The message now shows in the editor, with its formatting kept.
• We've fixed an error when emailing a document if you didn't have access to inbox templates.
• We've fixed chat messages with only an attachment not being posted, and files dropped onto the chat being uploaded as new documents.
• We've fixed the document viewer using more memory with each PDF opened, which could crash the browser after a long run of documents.
• We've fixed the header menu pushing your profile picture off screen after the window was resized. Modules that don't fit are collapsed under ... again.
• We've fixed the list layout showing the wrong document type label and icon on some forms.
• We've fixed an error in advanced filters when changing the field on a filter.
• We've fixed saving forms, custom fields, and other settings taking up to 40 seconds to finish.
• We've fixed the time zone on a scheduled automation being reset when you switched between Daily, Weekly, and Monthly, or reopened the schedule.
• We've fixed the Last ordered and Next order dates on recurring order templates showing in your browser's time zone rather than your team's.

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: Thursday 24 September 2026
Version: Mobile app 1.3.1

Here's the latest summary of what we resolved in the latest release of the Zudello mobile app. Get it from the App Store or Google Play.

In this release:​

• Amounts shown in your team's currency
• More reliable uploads

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

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 amounts that don't carry their own currency, including the amounts you enter when reconciling a card transaction, which could show in Australian dollars instead of your team's default currency.
• We've fixed uploading documents and adding attachments to comments, which could fail.

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: Friday 11 September 2026
Version: Mobile app 1.3.0

Here's the latest summary of what's new and improved in the Zudello mobile app, as well as what we resolved in the latest release. Get it from the App Store or Google Play.

In this release:​

• Use the app in French, German or Spanish
• Dates, numbers and money formatted for your locale
• Easier employee coding on expenses
• A tidier payment card view and more

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

New and improved​

Languages​

Until now the Zudello mobile app was English only. You can now use it in the language you work in.

• Choose French, German or Spanish (or stay in English) from Settings > Language. The app switches straight away, with no need to sign out.
• The screens you use day to day are translated, including the home screen, expenses, mileage, approvals, document details, activity and settings.

Dates, numbers and money​

Dates, numbers and amounts now follow the conventions of the language you've chosen.

• Dates and numbers use your locale's format, including the thousands separator and decimal mark.
• The date picker follows your language too.
• Amounts keep the document's own currency, or your team's default currency if the document doesn't have one. Changing your language never changes the currency.
• The currency symbol sits where your locale expects it, before or after the amount.

Expenses​

We've made the employee field on expenses easier to work with.

• You can now clear the employee on an expense, in the header or on a line, when it isn't needed.
• Set the employee once and apply it to all lines, rather than entering it line by line.
• Lines now show the employee's name.
• When the employee field has a default value set up, it now fills in on the header and every line of a new expense automatically.

Payment cards​

• The card on your home screen no longer shows a balance, which wasn't reflecting your real card balance. It now shows the payment method assigned to you.

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 document lists, which could fail to load past the first page.
• We've optimised the Android build, so the app is smaller to download.

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 20 July 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:​

• More powerful contract management
• Cleaner supplier matching and inbox controls
• Images on suppliers, customers, and items
• Approval, allocation, and filtering improvements and more

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

New and improved​

Contracts​

Contracts let you store and manage your supplier and customer agreements in Zudello, with automatic extraction to pull key details straight from your documents. We've expanded what you can do with contracts, from reminders through to pricing.

Contract reminders

• You can now set up reminders on a contract, so key dates like renewals and expiries are never missed.
• Renewal and expiry reminder types automatically use the relevant contract date, while custom reminders let you choose the date yourself.
• Set each reminder to trigger a chosen number of days, weeks, or months before or after the date, and assign it to specific users or to a person recorded on the contract.

Contract lines and contract value

• Zudello now stores individual pricing lines on a contract and calculates a total contract value, converted to your local currency where needed.

Pricing without a catalogue match

• Contract pricing rows now appear even when there's no matching catalogue item.
• A single stock code column lets you pick an existing item, create a new catalogue item, or keep the value as free text, the same way you would on transaction lines.

Data permissions for contract records

• Dimension-based data permissions now extend to contract pricing, thresholds, and lines, so you can control access to these records the same way you do elsewhere.

Approvals​

Zudello's delegation of authority routes documents through the right approvers based on rules you define. We've made two improvements to give you more control over how approval steps are built.

Keep duplicate approvers on a step

• A new Remove duplicate approvers option (turned on by default) controls what happens when the same person is required more than once on a step.
• Turn it off to keep the full required approver count, so a step is no longer dropped when the same approver appears more than once.

Blank dimensions match any value

• A new setting lets a blank dimension cell in a delegation of authority dataset be treated as matching any value.
• This means a single rule can cover every option for that dimension, rather than needing a separate row for each one. Blank cells show a muted "any" in the preview.

Supplier matching and inbox rules​

When documents arrive by email, Zudello matches them to the right supplier automatically. We've given you more control over how that matching works.

Ignore senders for supplier matching

• A new Inbox Rules tab in Settings lets you maintain a list of email addresses and domains to exclude from supplier matching.
• This stops shared or generic senders from being matched to the wrong supplier.

Screen unknown senders

• You can now maintain an allowlist of trusted senders, and Zudello records how trusted an incoming document's sender is, so you can spot documents that arrived from an unrecognised sender.

Tell apart suppliers with the same name

• The supplier match dropdown on a transaction now shows the supplier code in front of the name, so suppliers that share a name can be told apart at a glance.

Images on suppliers, customers, and items​

• You can now add images to your supplier, customer, and item records.
• Upload a single image or a gallery of several, drag to reorder them, and choose which one is the cover.
• Images appear on list rows, in picker dropdowns, and in the document viewer, and open full screen when you click them.

Allocations and matching​

Zudello matches related documents, such as an invoice to a purchase order, so you can track what's been received, billed, and paid. We've tightened up manual allocation.

One-to-one document allocation

• A new setting restricts a document to a single allocation, guarding against a document being matched more than once.
• When it's turned on, the match buttons are disabled for a document that's already allocated, with a tooltip naming the document it's matched to.

Cleaner match list

• Documents that are already fully allocated are now hidden from the Match with… list, so you only see documents that are still available to match.

Corporate cards​

The Corporate Cards module manages the full lifecycle of company card expenses, from capture through to reconciliation and payment. We've made reconciliation safer and more flexible.

• Payment reconciliations can now be matched to employees.
• Reverting a reconciled expense now shows a confirmation warning first, because the revert removes the expense from all its payments and resets its status. The warning explains that other expenses on the same payment aren't affected.

Filters​

We've made the filter dropdowns across the platform faster and easier to work with.

• Filter dropdowns now load only the values actually in use for what you're looking at, and search the full set on the server as you type.
• Inactive records are hidden by default behind a Hide inactive toggle.
• The assignee filter now has a pinned Unassigned option, so you can quickly find documents that haven't been assigned to anyone.

Currencies​

• Singapore Dollar (SGD) and Hong Kong Dollar (HKD) are now fully selectable currencies.
• Documents priced in SGD or HKD convert to your local currency across transactions, budgets, and approvals.

Document splitting​

Zudello can split a single file that contains several documents into separate records during extraction. We've improved how splitting works.

• Splitting is now more accurate, so documents from the same supplier are separated correctly and unusual single documents are no longer split by mistake.
• The original email is now linked to each split document, and Zudello enriches each one so it's ready to work with straight away.

Other improvements​

• For the End of Month and End of Next Month payment terms, the unit field is now clearly marked as not applicable, so it's obvious the value isn't used in the calculation.

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 PDF text could be missing for some users on Windows using Chrome or Edge.
• We've fixed an issue where downloaded Excel files were missing their file extension.
• We've fixed date fields that displayed or accepted dates as yyyy-mm-dd instead of dd/mm/yyyy.
• We've fixed an issue where a dataset section filter couldn't resolve the Customer column, even though it worked for Supplier.
• We've fixed the Next and Previous buttons at the bottom of the form response viewer, which weren't navigating between responses.
• We've fixed deep links into the inbox so they open the correct document.
• We've fixed an issue where bulk admin actions failed for newly created users with an "organisation user not found" error.
• We've fixed inline table editors so your changes are saved when you click away from the cell.
• We've fixed the compact location and subsidiary selectors so they stay usable after the window is resized.
• We've fixed an issue where opening a document directly by its link could fail to load its settings.
• We've fixed an issue that prevented approved claims from being exported.
• We've fixed dataset grid cells that could visually bleed into the next column.
• We've fixed an issue where custom form fields with dataset options could be hidden by mistake.

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.