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Release notes edition 3.7.10

Release date: Wednesday 5 August 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:

  • Clearer delivery address validation
  • A run order you can actually read in Document Studio
  • New weight and lead time checks on sales orders
  • Filtering, expenses, and document viewer improvements and more

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

New and improved

Delivery addresses

Zudello checks the delivery address on your documents against Google Address Validation, so orders go to an address that actually exists and can be delivered to. We've rebuilt the delivery address section to make it much clearer where an address stands and what to do about it.

One card, one answer

  • The delivery address now shows its result in a single card, so you can see at a glance whether it's matched to an address on file, verified, corrected, or couldn't be verified.
  • The outcome also appears in the Potential issues found bar, alongside everything else that needs your attention.

A delivery address card showing a Matched to supplier result

Suggested corrections

  • When verification returns a meaningfully different address, Zudello shows you the suggestion so you can accept it or keep your own.
  • Minor spelling corrections are applied without interrupting you, so you're only asked about changes that matter.

A suggested correction to a delivery address

You decide what blocks a submit

  • An address that couldn't be verified now follows the extension level you've configured, rather than always blocking the document.
  • Set it to Action required and it blocks the submit, set it to Warning and it appears as a warning, and set it to Info and it stays as a note on the section.

The Verified delivery address extension set to Info, Warning, or Action Required

Saved addresses in one place

  • The address search now offers the contact's saved addresses and your team's own addresses together in a single dropdown.
  • Picking one of your team's addresses links the document to that address record, so details stored against it (a notification email address, for example) are available once the document is complete.

The saved address picker opened from a delivery address that could not be verified

Document Studio

Document Studio lets you fine-tune how Zudello extracts information from your documents. Workflows run in order until one matches the document, but a workflow with no document selection question always matches, which means nothing after it ever runs. That was hard to see until now.

Creating a workflow

  • We've made document selection more prominent when you create a workflow, so it's clear up front whether the workflow will run only on the documents that match, or become the catch-all for its section.
  • Forking a workflow now warns you about unsaved document selection changes and offers to carry them into the fork, so you don't lose them.

The Add Workflow screen with the Document Selection question alongside the name, module, and submodule

Seeing and setting the run order

  • A new Document Selection column shows at a glance which workflows have a document selection question and which don't.
  • A workflow that can never run is flagged on the Order column with an icon, a highlighted row, and a tooltip explaining why.
  • A columns sidebar has been added and the table now sizes to fit, so it no longer scrolls sideways.
  • The reorder screen now separates the workflows that run conditionally from the ones that always run last, so you can drag the conditional workflows into order and see the catch-all group for what it is.
  • You can order the catch-all group too, so the workflow that should win can be moved to the top. Every other workflow that always runs is flagged, and Zudello warns you when a section has more than one.
  • Removing a workflow's document selection question now moves it to the bottom of its section automatically.

The reorder button on the workflow grid, opening the Reorder Workflows screen split into a runs conditionally group and an always runs last group

Filters

The Assigned to filter did several jobs at once. It's now split into three, so you can filter on exactly the relationship you mean.

  • Assignee filters strictly on who the document is assigned to.
  • Approver filters on who is approving it.
  • Involved reproduces the previous Assigned to behaviour, covering the assignee, current and past approvers, and the employee.
  • If you have saved views built on the old Assigned to filter, Involved is the equivalent.
  • Filter values now load when you open the dropdown rather than up front, and a filter with no values to show is hidden entirely.

The Assignee, Approver, and Involved filters in the filter panel

Expenses

  • Employee is now available as a line-level dimension on expense forms, alongside location and subsidiary. Choose an employee in the header to apply it to every line, or set it line by line.
  • Location on expense lines is now available in automations, filters, and exports.

Sales orders

Zudello can validate a sales order against your item details before it's placed. We've added two new checks.

Order weight

  • Items can now carry a unit weight, and each line calculates its weight from that unit weight and the quantity, giving a total weight for the order.
  • The order is validated against a configurable minimum and maximum pallet weight.
  • An item with no unit weight is treated as zero and raises a flag naming the item, rather than passing silently.

Lead times

  • Supplier, production, and seasonal lead times on an item now produce an earliest achievable date for each line, calculated in business days.
  • The requested delivery date is validated against the latest achievable date across the order's lines.

Document viewer

  • Messages on a document are now split into red errors and amber warnings, so something that needs fixing is easy to tell apart from something you just need to know about.

Errors and warnings shown separately on a document

Other improvements

  • Whether a sales line item is in stock is now available in filters and exports.

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 expanding a lot of allocation details on one document could slow the page down or crash it. Editing line fields on documents with many allocations is also noticeably faster.
  • We've fixed the pending transaction list for corporate cards, where a cardholder with a large number of transactions saw the same ones repeat while scrolling, with some transactions unreachable.
  • We've fixed an issue where a reverted expense still showed as matched in payment searches.
  • We've fixed the sentence value editor in automations, which closed before you'd finished when you picked a field from a dropdown.
  • We've fixed auto-coding rules that failed when a document referenced both a supplier and a customer on the same line.
  • We've fixed employee and supplier syncing so that a record arriving with an email address that's already in use raises a warning on the document instead of failing the whole batch.
  • We've fixed an issue where a ZIP archive containing a very large number of documents could time out while being processed.
  • We've fixed an issue where a document with outstanding validation errors could still be submitted through the API.
  • We've fixed an issue where deleting a document that had allocations, or deleting a task, could fail.
  • We've fixed cached supplier ABN details so they refresh rather than going stale.
  • We've fixed an issue where some invoices were extracted as statements.
  • We've fixed Document Studio so you can upload an existing document from another version or workflow.
  • We've fixed an issue where auto-coding rules couldn't be chosen as a resource in visibility data permissions.
  • We've fixed the JSON side panels, which didn't load on large documents.
  • Contract lines can now carry custom fields, set up in Field Manager the same way as any other record.

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 notes edition 3.6.9

Release date: 16 October 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:

  • Launch of the Sales module with enhanced order management
  • New email body extraction for sales orders and quotes
  • Enhanced automation capabilities with tag management
  • Performance improvements and more

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

New and improved

Sales module launch

We've officially launched the Sales module to help you manage customer relationships, quotes, and orders efficiently.

The Sales module includes:

  • Streamlined document classification
    • Automatic classification of quotes, orders, and remittance advice documents
  • Enhanced order management
    • Complete quote-to-order workflow management
    • Comprehensive order processing and fulfilment capabilities
  • Flexible document support
    • Support for quotes and orders in a range of formats
    • Functionality to extract orders from email bodies

The Sales module launch represents a significant expansion of Zudello's capabilities beyond traditional accounts payable processing, providing a complete order management solution for growing businesses. To learn more, see our Sales module knowledge base articles.

Revolutionary email body extraction

Some of your customers may send orders as an email body rather than an attachment. Previously this required you to manually create a sales order and copy over the data; but no more.

We've introduced groundbreaking functionality that extracts transaction information directly from email content, eliminating the need for separate document attachments in many scenarios.

This innovative feature provides:

  • Smart detection of whether emails contain attachments or require body extraction
  • Automatic extraction of sales orders and quotes directly from email body text
  • Comprehensive transaction functionality, including supplier and item matching and price comparisons

To make your workflow even smoother, we've also introduced the following inbox features to help you better sort between emails where the body is the order, and those with attachments:

  • New filter for emails without document attachments
  • Improved viewing interface showing email origin for extracted transactions

This feature is particularly valuable for businesses that receive orders via email rather than formal purchase order documents, streamlining the entire order capture process.

Advanced tag management automations

Automation workflows help you streamline repetitive tasks and ensure consistent processing across your organisation. We've expanded automation functionality with powerful new tag management capabilities.

Automations can now add or remove specific tags based on workflow conditions. These enhancements allow for more sophisticated document organisation and processing automation, reducing manual effort while ensuring consistency across your workflows.

For assistance with setting up tag-related automations, please reach out to support@zudello.com.

Significant performance improvements

We've implemented comprehensive system optimisations to address performance concerns and ensure reliable operation across all regions.

Enhanced processing speed

  • Streamlined data operations

    • Faster transaction and budget line fetching
    • Improved saving process to decrease the time it takes for documents to save
    • Enhanced audit logging performance
  • Advanced performance monitoring

    • Comprehensive front-end interaction tracking
    • Better identification of performance bottlenecks
    • Proactive performance issue detection

Improved system reliability

  • Enhanced document numbering

    • Resolved issues with purchase order number generation
    • Improved communication between system components
    • Better handling of automation workflow interactions
  • Advanced search capabilities

    • Improved search ranking for document numbers
    • Enhanced UUID-based searching
    • Better document discovery and retrieval

Budget management enhancements

Budget management helps you control spending and track costs across projects and departments. We've made several improvements to budget functionality and performance.

  • We've enhanced calculation speed and system responsiveness for faster budget line processing
  • We've improved the information displayed when viewing allocations, and clarified the transaction line details in budget reporting
  • We've enhanced budget configuration validation and added better handling for budget setup errors

Budget management is currently available for selected teams only. To discuss enabling this feature for your team, reach out to support@zudello.com.

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 enhanced our email processing reliability with improved missing email handling and better system communication
  • We've resolved user interface issues in dark mode and alternative themes when editing forms
  • We've improved system stability during high-volume processing periods
  • We've enhanced error handling and recovery mechanisms across automation workflows
  • We've optimised system performance during peak usage times to ensure consistent response times

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.