4 posts tagged with "Supplier management"

Release date: Monday 20 July 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:​

• More powerful contract management
• Cleaner supplier matching and inbox controls
• Images on suppliers, customers, and items
• Approval, allocation, and filtering improvements and more

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

New and improved​

Contracts​

Contracts let you store and manage your supplier and customer agreements in Zudello, with automatic extraction to pull key details straight from your documents. We've expanded what you can do with contracts, from reminders through to pricing.

Contract reminders

• You can now set up reminders on a contract, so key dates like renewals and expiries are never missed.
• Renewal and expiry reminder types automatically use the relevant contract date, while custom reminders let you choose the date yourself.
• Set each reminder to trigger a chosen number of days, weeks, or months before or after the date, and assign it to specific users or to a person recorded on the contract.

Contract lines and contract value

• Zudello now stores individual pricing lines on a contract and calculates a total contract value, converted to your local currency where needed.

Pricing without a catalogue match

• Contract pricing rows now appear even when there's no matching catalogue item.
• A single stock code column lets you pick an existing item, create a new catalogue item, or keep the value as free text, the same way you would on transaction lines.

Data permissions for contract records

• Dimension-based data permissions now extend to contract pricing, thresholds, and lines, so you can control access to these records the same way you do elsewhere.

Approvals​

Zudello's delegation of authority routes documents through the right approvers based on rules you define. We've made two improvements to give you more control over how approval steps are built.

Keep duplicate approvers on a step

• A new Remove duplicate approvers option (turned on by default) controls what happens when the same person is required more than once on a step.
• Turn it off to keep the full required approver count, so a step is no longer dropped when the same approver appears more than once.

Blank dimensions match any value

• A new setting lets a blank dimension cell in a delegation of authority dataset be treated as matching any value.
• This means a single rule can cover every option for that dimension, rather than needing a separate row for each one. Blank cells show a muted "any" in the preview.

Supplier matching and inbox rules​

When documents arrive by email, Zudello matches them to the right supplier automatically. We've given you more control over how that matching works.

Ignore senders for supplier matching

• A new Inbox Rules tab in Settings lets you maintain a list of email addresses and domains to exclude from supplier matching.
• This stops shared or generic senders from being matched to the wrong supplier.

Screen unknown senders

• You can now maintain an allowlist of trusted senders, and Zudello records how trusted an incoming document's sender is, so you can spot documents that arrived from an unrecognised sender.

Tell apart suppliers with the same name

• The supplier match dropdown on a transaction now shows the supplier code in front of the name, so suppliers that share a name can be told apart at a glance.

Images on suppliers, customers, and items​

• You can now add images to your supplier, customer, and item records.
• Upload a single image or a gallery of several, drag to reorder them, and choose which one is the cover.
• Images appear on list rows, in picker dropdowns, and in the document viewer, and open full screen when you click them.

Allocations and matching​

Zudello matches related documents, such as an invoice to a purchase order, so you can track what's been received, billed, and paid. We've tightened up manual allocation.

One-to-one document allocation

• A new setting restricts a document to a single allocation, guarding against a document being matched more than once.
• When it's turned on, the match buttons are disabled for a document that's already allocated, with a tooltip naming the document it's matched to.

Cleaner match list

• Documents that are already fully allocated are now hidden from the Match with… list, so you only see documents that are still available to match.

Corporate cards​

The Corporate Cards module manages the full lifecycle of company card expenses, from capture through to reconciliation and payment. We've made reconciliation safer and more flexible.

• Payment reconciliations can now be matched to employees.
• Reverting a reconciled expense now shows a confirmation warning first, because the revert removes the expense from all its payments and resets its status. The warning explains that other expenses on the same payment aren't affected.

Filters​

We've made the filter dropdowns across the platform faster and easier to work with.

• Filter dropdowns now load only the values actually in use for what you're looking at, and search the full set on the server as you type.
• Inactive records are hidden by default behind a Hide inactive toggle.
• The assignee filter now has a pinned Unassigned option, so you can quickly find documents that haven't been assigned to anyone.

Currencies​

• Singapore Dollar (SGD) and Hong Kong Dollar (HKD) are now fully selectable currencies.
• Documents priced in SGD or HKD convert to your local currency across transactions, budgets, and approvals.

Document splitting​

Zudello can split a single file that contains several documents into separate records during extraction. We've improved how splitting works.

• Splitting is now more accurate, so documents from the same supplier are separated correctly and unusual single documents are no longer split by mistake.
• The original email is now linked to each split document, and Zudello enriches each one so it's ready to work with straight away.

Other improvements​

• For the End of Month and End of Next Month payment terms, the unit field is now clearly marked as not applicable, so it's obvious the value isn't used in the calculation.

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 PDF text could be missing for some users on Windows using Chrome or Edge.
• We've fixed an issue where downloaded Excel files were missing their file extension.
• We've fixed date fields that displayed or accepted dates as yyyy-mm-dd instead of dd/mm/yyyy.
• We've fixed an issue where a dataset section filter couldn't resolve the Customer column, even though it worked for Supplier.
• We've fixed the Next and Previous buttons at the bottom of the form response viewer, which weren't navigating between responses.
• We've fixed deep links into the inbox so they open the correct document.
• We've fixed an issue where bulk admin actions failed for newly created users with an "organisation user not found" error.
• We've fixed inline table editors so your changes are saved when you click away from the cell.
• We've fixed the compact location and subsidiary selectors so they stay usable after the window is resized.
• We've fixed an issue where opening a document directly by its link could fail to load its settings.
• We've fixed an issue that prevented approved claims from being exported.
• We've fixed dataset grid cells that could visually bleed into the next column.
• We've fixed an issue where custom form fields with dataset options could be hidden by mistake.

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: 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: Wednesday 11 March 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, more flexible email inboxes
• Corporate card reconciliation improvements
• ABN validation for supplier onboarding and more

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

New and improved​

Email inbox improvements​

Email inboxes automatically process documents sent to your Zudello email address. We've made several improvements to give you more control over how incoming documents are handled.

• Submodule-specific inboxes
  • Email inboxes can now be assigned to a specific submodule; e.g. Invoices, Credit, Statements.
  • Rather than relying on document extraction to determine the appropriate submodule, documents sent to these inboxes are routed directly to the chosen submodule.

• Reply chain threading
  • Reply emails are now recognised as part of the same conversation and grouped together, rather than creating separate transactions for each reply.
• Empty email handling
  • Emails that contain only body text with no line items are now flagged with an Empty status, preventing blank documents from progressing through your workflow.
• Improved inbox visibility
  • The inbox transaction list now shows processing status and whether a transaction is currently being viewed, giving your team a clearer picture of what's in progress.

Corporate Cards 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 give you more flexibility and accuracy during reconciliation.

• Auto-select first unreconciled payment
  • When you open the reconciliation screen, the first unreconciled payment is now selected automatically, so you can get straight to work.

• View GL impact for multiple transactions
  • You can now select multiple documents and view their combined general ledger impact in a single action.
• Configurable reconciliation sections
  • Admin users can now control which submodules and match types are visible during reconciliation, on a per-team basis.

• Over-reconciliation badge
  • The over-reconciliation badge now correctly reflects the transaction state after any adjustments have been made.

Supplier and customer onboarding improvements​

Zudello lets you manage supplier and customer records, including the information collected during onboarding. We've added validation to help ensure the details you capture are accurate from the start.

• ABN validation
  • ABN fields on supplier and customer onboarding forms now validate the information entered, displaying a clear valid or invalid status so issues can be caught and corrected early.

Other improvements​

• AR credit note uploads
  • You can now upload documents directly into the Sales Credits submodule via the user interface.
• Location-based purchase order template selection
  • Teams can now configure multiple purchase order templates and have the correct one selected automatically based on the location or subsidiary assigned to the document.
• Delivery address validation on sales orders
  • A new header-level validation check warns you if a delivery address mismatch is detected, and blocks submission until the issue has been reviewed and resolved.

Interface improvements​

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

• Improved column layout in small transaction widgets for better readability
• The View original file button is now hidden when no file is attached to a document
• Unsupported file types are now blocked on drag-and-drop upload, consistent with the behaviour of the upload button
• The email validation message now reads Invalid email format for clearer guidance

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 resolved an issue where approval escalation was skipping levels and jumping directly to the final approver. Escalation now progresses correctly through each step.
• We've fixed an issue where the approved status was not updating correctly after a rejected reconciliation request was resubmitted.
• We've fixed a visual issue where concurrent invoice matching could cause purchase orders to display an incorrect over-allocation state. Affected documents now show a banner warning and line-level alert icons.
• We've resolved a validation error that could occur when clearing an invalid supplier match on an expense.
• We've fixed an issue where the supplier match badge was not displaying on expense transactions.
• We've fixed an issue that prevented the Place order action from completing for uploaded purchase orders.

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: 23 April 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.

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

New and improved​

New feature - Place order​

Purchase order management helps you track orders with suppliers from creation through to fulfillment. We're excited to announce that the Place order feature is now available to all customers who create or process purchase orders through Zudello.

The Place order action is available for purchase orders in Pending status and offers two options:

• Place and send

  • Generates an updated PDF of the purchase order
  • Sends the PDF to your supplier via email
  • Updates the status to Placed
  • Records who placed the order and when

• Place without emailing

  • Generates an updated PDF of the purchase order
  • Doesn't send an email to the supplier
  • Updates the status to Placed
  • Records who placed the order and when

For more information, see our guide on using the Place Order function.

Supplier and customer improvements​

Supplier and customer management helps you maintain accurate vendor and client information. We've made it easier to work with suppliers and customers that have similar information.

We've now added the Code field to the supplier and customer modal, making it easier to distinguish between suppliers or customers with identical trading names and ABNs but different codes.

This improvement is particularly helpful for organizations managing multiple subsidiaries within their ERP.

Automations enhancements​

Automations help you create efficient workflows by automatically routing and processing documents based on specific conditions. We've expanded our automation capabilities to give you more control over document routing.

• We've introduced a new Is not empty operator for assignees in automations, allowing you to create more flexible workflows based on whether a document has any assignees
• This enhancement makes it easier to automatically route documents that require attention, ensuring nothing falls through the cracks

Contact Zudello support for more information on using this automation condition.

Performance improvements​

We continuously work to make Zudello faster and more efficient. In this release:

• We've significantly improved the speed of saving user groups with large numbers of permissions
• We've made various technical performance optimizations across the platform

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 resolved an issue where automations could occasionally leave documents in a "Stuck in Processing" state
• We've improved the handling of allocation calculations to ensure they don't interfere with other processes happening simultaneously

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.