2 posts tagged with "Datasets"

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.

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.