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 16 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:​

• Pause, edit, and see the history of your recurring orders
• Recurring sales orders that work around weekends and public holidays
• Replace a contract's primary document and keep the old one as a version
• Reconciliation status in automations, new data permission categories, and more

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

New and improved​

Recurring orders​

Recurring orders let you save an order as a template and put it on a schedule, so Zudello raises it for you. Last edition introduced templates and schedules. We've now added the controls you need to run them day to day.

Pause and resume a schedule

• Pause a template from its row in the recurring templates list, or with Pause on the template itself. Resume carries on from the next scheduled date.
• Orders that fall due while a template is paused are skipped rather than raised later. Zudello tells you this before you pause.
• A paused template shows a Paused tag, and the list reads Paused in place of the next order date, so you can see what's on hold at a glance.
• Pausing and resuming are recorded in the template's history.

See every order a template has raised

• Templates now open on a Generation history panel, listing each order the template has produced with its status, total, supplier, and who raised it.
• An order you raised yourself with Order now is marked Manual, so you can tell it apart from the ones the schedule raised.
• The panel also records when the template was created, and the order it was created from.
• Select an order to open it, then use Back to return to the template, and search the list to find a particular order.

Recurring sales orders

• Recurring orders now work on sales orders as well as purchase orders, including Make recurring, schedules, Order now, pausing, and generation history.
• Recurring orders need to be turned on for your sales order document type before the options appear.

Choose what happens on weekends and public holidays

• A new Scheduling setting in Team Settings lets you choose a public holiday calendar for your team, and whether an order that lands on a weekend or public holiday is raised the day before, the day after, or on that day anyway.
• Calendars are available for each Australian state and territory, New Zealand, England and Wales, Scotland, Northern Ireland, and the United States. You can also treat weekends alone as non-business days.
• The setting reads back as a sentence with a worked example, and every schedule shows the rule that applies, with a link to change it.
• It applies to every scheduled document in your team. Automations aren't affected.

Contracts​

Every contract has a primary document, the main file you see when you open it. When a signed copy or an updated contract arrives, you can now make it the primary document without losing the one it replaces.

Make an attachment the primary document

• Make primary document sits next to each attachment on a contract. Select it to swap that file in as the primary document straight away.
• Zudello asks you to confirm first if the contract already has a primary document.
• Changing the primary document doesn't rescan the contract, so the details you've already captured stay as they are.
• Access is controlled by a permission you can grant to the user groups that manage your contracts.

Previous primary documents are kept as versions

• The document you replace stays in the attachments list with a Version tag, so you always have the earlier copy.
• Versions can't be deleted, which keeps a record of every file that's been the primary document.
• Select the up arrow on a version to restore it as the primary document.

Corporate cards​

Debits and credits on your card transactions sat in separate lists, which made it hard to review everything over a period. A new Debits & Credits tab brings them together.

• Each row shows whether it's a debit or a credit, its reconciliation status, and the amount still to reconcile.
• Filter by Reconciliation to pull up only the transactions that still need attention, and filter by document type across both debits and credits.
• Sort by reconciliation status on any Corporate Cards transaction screen.
• The tab appears for anyone who can already see debits or credits, so there's no new permission to set up.

Automations​

Automations act on your documents when the conditions you set are met. You can now run an automation when a document is reconciled, and use its reconciliation status in conditions.

• A new trigger runs an automation when a document or payment is reconciled, so you can act on it straight away.
• Reconciliation status now offers Not reconciled, Partially reconciled, and Fully reconciled as condition values, where it previously showed an empty list.
• Combine them with Reconciled amount. For example, move an invoice straight to complete once it's fully reconciled against a card payment.

Data permissions​

Data permissions control which records each user group can see, based on details like location, subsidiary, or category. We've added more of the categories you can build them on.

• Contract Category, Contract Group, and Account Category can now be chosen when you create a data permission, so you can limit access to contracts by how they're categorised.

Statements and remittances​

Statements and remittances can record a location and subsidiary against each line. You can now see them without opening each document.

• The statements and remittances lists now show the locations and subsidiaries from each document's lines, in both list and grid views.
• The Lines column counts statement lines, so you can see how many lines each statement holds.

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 two- and three-way line price matching on invoices, which wasn't running for some document types. Price checks now run as configured, so you may see price mismatch flags on invoices that didn't show them before.
• We've fixed invoices that arrived before their goods receipt keeping a "Receipt allocation items required" flag after they were matched, which stopped them moving on automatically.
• We've fixed supplier matching on invoices where extraction picked up a tax number, such as an ABN, that isn't on the document, which could match the invoice to the wrong supplier. A tax number is now only kept when it appears on the page.
• We've fixed scans failing for teams whose auto-coding sets a default on a line field, such as subsidiary, account, or tax rate. A default or coding rule that points to a record that doesn't exist is now skipped, and the rest of the document is still processed.
• We've fixed reconciliations with an adjustment, such as a fee, leaving both documents partially reconciled. A $100 expense with a $2 fee matched to a $102 payment now shows both sides as fully reconciled, and reopening a saved match no longer counts the adjustment twice.
• We've fixed card payments failing to reconcile with a message that a reconciliation couldn't be removed from a transaction already sent to your ERP. Matches that were removed earlier no longer get in the way.
• We've fixed scheduled automations with a condition comparing a date to today, which weren't running.
• We've fixed the schedule options in the automation builder being cut off at the edge of the window.
• We've fixed the document viewer showing "No file available" when a file failed to load, as though nothing was attached. It now tells you the file couldn't be loaded and gives you a Retry button.
• We've fixed the document viewer briefly showing details from the previous document, such as its approval flow, when you moved quickly between documents. This only affected what was displayed.
• We've fixed approval email links taking some approvers to the dashboard instead of the document waiting on them.
• We've fixed delivery address checks on sales orders not showing in the banner when the address had no country, which blocked the order without saying why. The mismatch now shows in the banner, and the address is marked Not verified with a prompt to add a country.
• We've fixed upload and split errors showing a generic "The given data was invalid" message. You now see the actual reason, such as an unsupported file type.
• We've fixed splitting a document, which could queue blank or invalid page ranges. Split now waits until the file has loaded, and tells you when a document has no file or only one page.
• We've improved performance in large documents, which could slow down or crash the browser while editing many lines.
• We've fixed recurring order schedules showing times in your browser's time zone rather than your team's, which made the time appear to change when you opened the editor.
• We've fixed schedule end dates stopping a day early, so a schedule set to end on 29 September now includes the 29th.
• We've fixed document history showing "rescand" instead of "rescanned". Changing a contract's primary document now reads "changed the primary file of".
• We've fixed renamed dimensions showing their original names in budget and contract dimension pickers, price book settings, and allocation autofill fields.
• We've made the potential issues alert collapsible, with the number of issues in its header, so a long list doesn't push the document out of view.
• We've changed dates in notification emails to read day, month, and year, such as "3 September 2026".
• We've added a link to Zudello's terms and conditions under the app version in Settings.
• We've hidden Remove two-factor methods for users who don't have any set up, so it only appears when there's something to remove.

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: 17 October 2024
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.

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

New and improved

Allocations - custom field autofilling​

Zudello's autofill feature allows you to process transactions faster than ever by autofilling coding from linked transactions (e.g. autofilling invoice line coding from the allocated PO lines).

Previously, this applied only to standard fields, and you needed to code custom fields manually on all transactions. We've now expanded the autofill feature to support custom fields, ensuring that you can copy all coding through the purchasing flow.

If you'd like to check that this feature is enabled for your team, please contact Zudello Support.

Supplier statement extraction​

Zudello's LLM pipeline now supports the extraction and classification of supplier statements. If you or your suppliers email statements into the purchasing module, we'll automatically recognise them as statements and route them to the correct submodule.

If you need guidance on using Zudello's statement reconciliation feature, please contact Zudello Support.

Transaction shipping addresses​

For customers using Zudello's LLM pipeline, we can now extract shipping addresses from documents and save them against the transaction.

Zudello extracts both shipping and billing addresses from documents. Once extracted, we apply the following rules to determine which address to use for the transaction:

Shipping address extracted?	Billing address extracted?	Address applied to transaction
Yes	Yes	Shipping address applied
Yes	No	Shipping address applied
No	Yes	Billing address applied

Resolutions

Document classification improvements​

Some customers whose teams use the LLM pipeline found that a small number of documents were getting stuck in "Scanning" status after being uploaded. This issue primarily affected statements and unsupported documents (such as images, letters, and other documents unrelated to purchasing or payables).

We've released improvements to correctly route these documents to the "Unclassified" submodule, where you can then classify them manually or delete them.

Navigating through documents in table view​

Previously, when viewing documents in the table view, you had to click out and in to move between documents.

We've now added buttons within the invoice modal to let you move to the previous or next document when available.

Have some ideas?

Do you have an idea for a new feature or how we can improve our current features? Please 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.