One post tagged with "Datasets"

Release date: Thursday 21 May 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:​

• Simpler corporate card reconciliation
• Faster dataset range selection
• Interface improvements and more

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

New and improved​

Corporate card reconciliation improvements​

The Corporate Cards module helps you manage the full lifecycle of company card expenses, from capture through to reconciliation, approval, and payment. We've made several improvements to the reconciliation process.

More accurate partial reconciliation amounts

• When reconciling a payment that covers only part of an expense, the reconciliation modal now defaults to the payment amount rather than the full expense total.
• This prevents over-reconciliation when the selected payment is smaller than the matched expense.
• When you enter a partial amount for reconciliation, the matched amount and status now reflect exactly what you've entered.
• Adjustments, such as bank fees, are only applied automatically when you're fully matching one payment to one expense.

American Express card transaction references

• Zudello now supports the card transaction reference format used by American Express, so your American Express transactions can be matched and reconciled correctly.

Dataset range selection​

Datasets let you store and manage structured data within Zudello, like approval limits or custom dimensions used for coding documents. Previously, copying data out of a dataset would copy the entire row, making it time-consuming to manage rows in bulk.

We've added better range selection and clipboard support to dataset rows, making it faster and easier to manage your data:

• Select a range of rows and copy, cut, or paste them using standard keyboard shortcuts.

• Copy operates on the focused cell rather than the entire row, giving you more precise control over what you're copying.
• You can also export selected rows directly from the dataset grid.
• Paste is disabled when the dataset is not editable, preventing accidental changes.

Interface improvements​

Dashboards

• The procurement dashboard has been updated for easier review.
• Dashboard report lists are now sorted alphabetically by default.

Document viewer improvements

• Email body transactions now open in inbox view by default.
• The map tab on mileage expenses is now hidden when the GeoMap section is not in use, keeping the interface clean for distance-only mileage forms.
• Users can no longer select inactive items when entering SKUs on transaction lines. We now explicitly exclude any and all inactive, deleted, archived, or rejected items.

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 some users were unable to add people to supplier records as contacts.
• We've fixed an issue where some users were unable to manually upload sales orders.
• We've fixed an issue where the document viewer on mobile could get stuck on a loading screen.
• We've fixed an issue where write-backs to ledger and journal records could trigger re-extraction of the original document.
• We've fixed an issue where the issue date extracted from a document could be set to a future date due to misread year context.

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.