3 posts tagged with "Permissions"

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: 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 order that starts in your team's default status for new orders, which is usually Draft, and follows your normal approval and submission process.
• Recurring orders don't submit, approve, or place an order for you. Any automations your team has set up for new orders still run on it.
• 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.

Release date: 9 December 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 controls for purchase document matching
• Granular permissions for budgets
• Interface improvements and more

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

New and improved​

One-to-one line allocation for document matching​

We've introduced a new toggle to give you greater control over how lines are allocated during document matching.

The new One-to-one line allocation only option prevents multiple lines from a matched document being linked to the current document. This helps ensure clean, accurate allocations and reduces the risk of mismatched or over-allocated lines.

• For example, selecting the One-to-one line allocation only checkbox on an invoice document type would prevent multiple purchase order or goods receipt lines from being matched to a single invoice line.

You can find the new form extension option under Utility, or by searching for Allocation.

New budget permissions​

User permissions give you control over what actions different users can perform across your organisation. We've added new permissions to give you more granular control over your budget management.

• Budget data permissions
  • A new data permission for budget lists allows you to control which users can view the list of budgets on a team
  • Like other data permissions, this supports All, Own, and Related access levels

See User group and permission guide for more on user permissions and data permissions.

Bank account fields for customers and employees​

Zudello allows you to store and manage bank account information directly on your contact records. Bank account fields were previously only available on supplier forms. You can now add bank account fields to customer and employee forms as well, giving you a consistent way to manage payment details across all your contact types.

Upload primary files directly from a document​

Previously, if a document was created manually without an attached file, you had to navigate away to upload the source document. You can now upload a primary file — such as an invoice or receipt — directly from the document viewer, without leaving the document.

This option appears automatically when a document is editable and has no file attached, streamlining your workflow for manually created documents.

Interface improvements​

We've made several enhancements to improve clarity and usability across the system:

• Improved dark mode contrast for keyboard navigation and hover states, making it easier to navigate the interface in dark mode

• Clearer messaging in the Attachments section when a primary file such as an invoice or receipt hasn't been attached, prompting you to upload it before adding other attachments
  • If a primary file has been uploaded
  • If a primary file has not been uploaded

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 that occurred when editing Excel files after saving changes
• We've improved how budget limits are handled to ensure they are processed correctly regardless of how the values are stored
• We've resolved an issue where certain document content could cause extraction to fail
• We've fixed an approvals error that occurred when the document submitter was also listed as an assignee under certain approval configurations

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.