Release notes edition 3.7.12
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.
