7 posts tagged with "Supplier management"

Release date: Wednesday 21 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:​

• Certifications: track your suppliers' insurances and certificates, with expiry dates extracted for you
• Import card transactions from a statement file, straight from the Imports screen
• See Zudello as your users see it: admins can start a session as a user in a sandbox team
• Approvals that start from the purchase order raiser, due date checks that can block a document, and more

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

New and improved​

Certifications​

Most teams ask their suppliers for a certificate of currency, a licence, or a professional indemnity certificate before they do business with them, and then keep those documents in a shared drive with a spreadsheet of expiry dates. Certifications brings them into Zudello. Each certificate is a record linked to the supplier or customer it belongs to, with its key details extracted from the document, so you can see at a glance who's covered and when that cover runs out.

Certificates come from customers as well as suppliers. A franchisor or landlord holds a certificate of currency for each franchisee or tenant they bill, and a contractor needs a customer's site accreditation or licence before they can supply them. Certifications handles both sides.

Capture a certificate

• Upload a certificate under Certifications, or email it to a Zudello inbox the same way you'd send an invoice. Zudello reads the document and fills in the policy or certificate Code, the Effective, Issued, Expiry, and Renewal dates, and the Total value with its Currency.
• Add the contact matching extension to the certification form, the same as on a contract, and Zudello matches the company on the certificate to your supplier or customer record. Where there's no match, or more than one candidate, you search for and pick the right one from the extension.
• Set the Certification category, such as public liability or professional indemnity, from the categories you define, and group related certificates with a Certification group.
• The record keeps the original document alongside the form, and has the same actions as any other document: copy a link, download, print, duplicate, download the audit log, and so on.

Track and report on them

• Certifications use document statuses, so you can move them through your own review flow and see which are current.
• The list shows the total value in the certificate's own currency and converted to your team's currency, and you can export it like any other list.
• Certifications sit with your suppliers and customers under CRM, and have their own permissions in that group, so you can choose which user groups can view, create, and update them without touching their access to suppliers.

Reminders ahead of expiry are coming in a later release.

Corporate cards​

Corporate card transactions usually arrive in Zudello through a bank feed. Some banks don't offer one, and some teams would rather load a statement themselves. We've added a card statement import, so you can load a statement file from your bank without waiting on an integration.

Import a card statement

• Go to Imports, select Corporate cards, then Debits and credits.
• Choose the Statement format for your bank, and fill in any settings the format needs, such as the card account it belongs to. Once a format has been set up for your team, its settings are shown for reference.
• Upload the statement file. Zudello runs the format over it and shows you the result, including how many transactions were created, or the reason the file was refused.
• If the upload fails, start the import again with the file. There's no Try again, since the import can't run without it.

User management​

See Zudello as one of your users sees it

When someone can't find a record or a menu item, the quickest answer is usually to look at Zudello through their eyes. Organisation admins can now do that in a sandbox team, without asking us.

Start a session as a user

1. Open Setup, then Organisation, then Users.
2. Find the user and select the Impersonate icon at the end of their row.
3. Enter a reason for the session, then select Impersonate. The reason is recorded in the audit log.

• Zudello shows a banner for the whole session so you know whose view you're in and how long is left. Select Stop session on the banner to return to your own account.
• The option is only offered in sandbox teams, and a session is limited to the user's sandbox teams. Production teams are never available this way, so your live data stays as it is.
• You can only start a session as a user who isn't an organisation admin, so what you see is the experience of someone with ordinary access.

Admin rights per organisation

• If you belong to more than one organisation, you now see and open organisation settings only for the organisations where you're an admin. Your admin rights in one organisation no longer carry over to the others.

User group exports

• The permissions export on a user group now has a Granted column with Yes or No against every permission, so you can see at a glance what the group allows.

Approvals​

Approval automations decide who needs to sign off a document and in what order. We've added a new place a management tree approval can start from, a way to keep moving through your approvals, and a couple of gaps filled in the requests lists.

Start from the purchase order raiser

• A management tree approval can now start from the person who raised the purchase order the invoice is matched to, rather than only from the submitter or the assignees.
• Choose Purchase order raiser under Start from when you set up the automation. Where an invoice is matched to orders raised by different people, each person's tree is walked once.

Open the next document after you approve

• A new form extension, Open the next document, opens the next document in your list as soon as you select I approve or I reject, and closes the viewer when there are none left.
• Add it under the form's utility extensions, next to Close the document viewer. It's off unless you add it, so nothing changes for teams that don't.

Requests lists

• Mileage claims waiting on your approval now show under Expenses in your requests, alongside expense claims.
• Requests under suppliers and customers now covers customers as well as suppliers. Switch between Suppliers and Customers in the toolbar, and approve or reject a contact straight from the list.

Validations​

Validations check a document for problems before it moves on. The Validate document due date check compares a document's due date with the payment terms on the supplier.

• You can now choose the level of this check: Info, Warning, or Action required, the same as the delivery address checks.
• At Action required, a due date that doesn't match the payment terms is listed with the document's other blocking errors, so the document can't be submitted until it's corrected.
• Your existing configuration keeps its current level.

Dependencies​

Dependencies narrow a drop-down to the values that go with what's already on the document, such as the cost centres that belong to a location.

• Mileage rate, expense category, payment method, and the other dimensions chosen by name now follow your dependencies in the same way as cost centre and location. Their drop-downs are filtered, a value that conflicts with the document is flagged, and inactive records are hidden.

Document viewer​

• The Inbox tab now shows a blue dot when the document has inbox messages, the same as the related documents, attachments, and chat tabs. It updates after you email the document.

• The Inbox tab is now available on documents that are still scanning or unclassified, so you can open the email a stuck document came from.
• Selecting documents in a list now stops at 100 everywhere. Select all and the header checkbox stop at 100 with the same message as shift-click, and Select all picks the first 100 regardless of how far you've scrolled.

Contracts​

• Superseded documents under a contract's Related documents now show their version number, such as Version 2, with the newest first. Documents superseded before this release show a plain Version badge.

Budgets​

Budget imports match each row to a budget using a budget number or ID. If no column was mapped to either, every row failed with the same message after the import ran.

• The Match step now keeps Continue unavailable until a column is mapped to Budget number or UUID, and tells you why.
• A warning shows when no column is mapped to Budget config code. It doesn't stop the import.

Reporting​

• GL impact now has a Document number column for transactions, which you can group by. Contracts don't have a document number, so they're unchanged.

Suppliers and customers​

• A supplier or customer you add from a document's contact field now takes the creation status you've set for that contact type, rather than being created as Active straight away. If your team creates contacts as Draft, they go through your usual review and approval first.

Performance​

• Zudello's first load is about a third smaller. The form settings, email, and reconciliation windows are now loaded when you open them, and some shared code no longer pulls in large libraries up front.
• If you have Zudello open while this release goes out, the first time you open one of those windows may show a loading error. Reload the page and it'll be fine from then on.

New UI​

We've kept building out the new interface at platform.zudello.io. Everything above is available there as well.

The changes in this section are available in the new UI only.

Group membership matrix

• Group membership has a new Matrix view next to By group, with users as rows and groups as columns, grouped under Access, Approval, and Visibility. A dot marks each membership, and users in no groups get their own section.
• Filter by team, search, reorder columns, and export the matrix to Excel. Hovering a cell highlights its row and column.

Prepayment schedules

• Prepayment schedules are now a dimension in Settings, then Data, with their own statuses, document types, data permissions, and renaming in your team language. You can use them in form value lists, document coding rules, and the allocations extension, and lines pick up the prepayment schedule from the item, supplier or customer, and employee.

Grid filters

• The grey filter boxes above a grid are now drop-downs you can select, and each filter list opens under its own column.

Field manager

• Option lists that Zudello defines, such as the statement line document type, are now read-only in the form editor and field manager, so they can be used as filters but not changed.
• Your own option lists get a checkbox on each row. Remove selected removes the rows and saves the field, and the list grows with its rows, up to ten, before it scrolls.

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 Uploaded document in the document viewer downloading the file instead of showing it, so you can highlight and copy text from the original again.
• Bank account validation no longer flags letters in a BSB. Suppliers who store a SWIFT code in the BSB field are no longer blocked at review.
• We've fixed a contract's approval being reset when a new document version was promoted to its primary document.
• We've fixed the card section of the approval digest listing transactions that were already reconciled. Its View all link now opens the list filtered to your unreconciled transactions.
• We've fixed bulk updates through the API reporting a failure when the documents had validations on them.
• We've fixed a file dropped onto a document list opening in a new browser tab instead of uploading when the list was refreshing, and the same problem in Chrome on a Mac.
• We've fixed tax-inclusive scanned invoices being given the wrong tax-inclusive setting and subtotal, which put tax on top of the total.
• We've fixed a line's tax amount being cleared when the line had a tax amount entered but no tax rate linked. The amount you entered is kept.
• We've fixed automations set to run when a document is converted firing before all of the converted document's lines were written.
• We've fixed automations with a reconciled trigger, on transactions or payment disputes, never running.
• We've fixed a contract's value in your home currency not being recalculated when the contract was edited.
• We've fixed line and document totals not updating after choosing a unit of measure or editing a converted quantity or price, and a converted quantity edit setting the unit price to zero.
• We've fixed landed cost lines being counted when working out a document's dimensions, which showed Multiple on items dimensions and header badges. Setting a dimension on a section's lines now updates only that section.
• We've fixed corporate card expenses being left out of the check that stops an unreconciled expense being submitted.
• We've fixed card reconciliation crashing and leaving stray connection lines after a quick refresh.
• We've fixed an error when a statement reconciliation was closed while it was still loading, and the "Error while fetching remote item statuses" message when another statement was opened at the same time.
• We've fixed a chat message containing only a pasted screenshot showing "Please enter a message or attach a file" instead of being sent.
• We've fixed indented lists and centred or right-aligned text losing their formatting in emails sent from Zudello, including rejections, place order emails, and inbox replies.
• We've fixed date fields disappearing, with an error on the page, after a date field was redrawn, such as after switching Force overwrite on a default date in form settings.
• We've fixed module-level permissions showing under an unnamed group in the user group permissions grid instead of under their module.
• We've fixed the field to scan and the target field in a document coding rule not offering fields that only contracts have, and the target value showing an ID instead of the item SKU.
• We've fixed the budgets information pop-over closing when you selected its icon and not opening again on hover.
• We've fixed long field labels overlapping the next row in export template field pickers.
• We've fixed Document Studio showing "Failed to fetch team settings" for users who aren't admins.
• We've fixed adding an existing user to another organisation failing.
• We've fixed the "Could not find any first approver" message being recorded as an error when a delegation of authority rule was skipped on purpose.
• We've fixed, in the new UI, windows opened from inside the document viewer, such as reject, resolve duplicates, and create dependency, opening behind the viewer on some screens.
• We've fixed, in the new UI, the submodule search in Create status finding nothing.

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: Wednesday 19 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:​

• Bank account verification on your suppliers
• GL Impact on approvals and everywhere you can bulk select
• Clearer warnings before deletes and uploads change your data
• Extraction, budget, and automation improvements and more

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

New and improved​

Supplier bank account verification​

Zudello checks supplier details on your documents so you can pay with confidence. If your team uses Eftsure, we now show the result of their bank account verification directly on the document.

See the verification result on the contact card

• The contact match card now shows a bank account verification line alongside the existing ABN and bank details checks.
• The line tells you the result in plain language, such as Bank account verified by Eftsure, rather than a status code.
• Accounts verified under a different name, cross-matched but not independently verified, or not yet verified are raised as warnings so you can decide how to proceed.

Blocking results stop a submit

• An account reported as incorrect, or one Eftsure doesn't recognise at all, blocks submission and appears in the document's issues list.
• If your team doesn't use Eftsure, nothing is shown at all. There's no placeholder and no change to how the card looks.

Approvals​

Zudello's delegation of authority routes documents to the right approvers based on rules you define. We've made it easier to spot approvers who can no longer act, and given approvers more to work with.

Inactive and removed users are flagged

• Users who've been deactivated stayed in delegation of authority and management trees with nothing to show they were inactive, so approvals routed to them stalled with no explanation.
• Inactive and removed users are now flagged wherever they appear, in delegation of authority trees, management trees, and dataset user columns, including on approvals already waiting on them.

• A warning above the dataset counts how many users are affected and opens a list grouped by user. Selecting a row takes you straight to it.

• Where a row has several assignees, only the inactive ones are greyed out, rather than the whole cell.

GL Impact available wherever you can bulk select

• GL Impact was previously only available on expenses. It's now available on every list where you can bulk select documents with lines, including the Approvals screen.
• Approvers can now preview the accounting impact of what they're about to approve, and the same is true for supplier invoices, credit notes, and orders.

Reverting and reassigning expense approvals

• The permissions for reverting an expense during approval, and for changing the approver on an active step, can now be granted to your own user groups. Previously these actions couldn't be assigned.

Suppliers​

Choose the supplier your Zudello-only records export as

• Suppliers marked as Zudello Only stay in Zudello and are never sent to your ERP. You can now choose the generic supplier they're exported against instead, from Generic Supplier in Team Settings.
• Until one is configured, documents coded to a Zudello Only supplier fail validation on export. Only suppliers your ERP will accept are offered, and one that's later deactivated or deleted is flagged rather than quietly reading as unset.

• Setting or changing it asks you to confirm first. The dialog names the supplier your documents will sync to the ERP as, and makes clear the document itself keeps showing the supplier it matched. Only the ERP sync is substituted.

Expenses and claims​

Know what a claim deletion will do before you do it

• Deleting a claim resets the expenses inside it back to their revert status, which meant expenses you'd deliberately closed reappeared in review with no explanation.
• Deleting a claim now lists the expenses that will be affected and the status each one returns to, so there are no surprises. Cancel and nothing is changed.
• This applies whether you delete a single claim or several at once.

Document viewer​

Confirm before an upload replaces what you've entered

• Uploading a document to a record that already has data triggers a fresh extraction, which clears the header fields and replaces the lines. There was no warning, and no way back.
• You'll now see a warning naming exactly what will be replaced, including the supplier, the fields you've filled in, and the number of lines. Cancel and both the record and its documents are left untouched.
• Uploading to an empty record works exactly as it did before, with no extra step.

Automations​

Scheduled automations only offer actions that can run

• An automation with a schedule trigger runs on its own, without a document to act on, so document-level actions either failed or quietly did nothing.
• With a schedule trigger selected, the action list now only offers actions that work without a document, so you can't build an automation that can never succeed.

Document extraction​

We've made extraction more resilient, so fewer documents get stuck.

• Some PDFs that couldn't be opened before are now repaired automatically. Zudello attempts a wider range of fixes before marking a document as unsupported.
• A document that fails classification now keeps the extraction work already done, so it can be re-extracted instead of starting again.
• Large spreadsheets are now read progressively, so a file with a very large empty range no longer causes extraction to fail.

Inboxes​

• Your inbox's default entity and location are now applied to statement documents, the same way they already were for other document types.

Permissions​

• A new Rescan permission controls who can re-run extraction on a document, and is enforced when the rescan is requested.
• Rescans are now recorded against the person who triggered them, so you can see who re-ran extraction, when, and what it spent from your team's quota.

• New permissions have been added for contract configuration, reasons, and auto coding configuration.

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 the Procurement Bottlenecks dashboard, which took 30 to 40 seconds to load and returned intermittent errors.
• We've fixed new passwords being accepted and then rejected as invalid. Passwords are now capped at 70 characters and must use standard characters, matching the limit applied when your account is created, with a clear message when one doesn't qualify.
• We've fixed the budget and contract threshold panels on a document showing foreign-currency amounts unconverted, so a document could read as over budget when it was comfortably under. Stored budget figures were always correct, only the on-screen check was wrong.
• We've fixed budgets continuing to show spend against the dimensions a budget line used before it was edited, which a manual resync didn't clear. Changing a budget configuration now relinks budgets across the whole team.
• We've fixed documents with unresolved error-level validations being able to complete, so a card expense could reconcile to Complete while still carrying a blocking error. Errors now block completion the same way they block submission.
• We've fixed archived, deleted, and rejected documents appearing in the list of documents available to reconcile against and in suggested matches, across invoices, expenses, and credit notes. A document archived while the reconciliation screen is open is now removed from the list rather than staying selectable.
• We've fixed an issue where the supplier on an item's unit of measure conversion couldn't be updated.
• We've fixed the reorder workflows screen in Document Studio, where Save Order could stay disabled even though the order needed saving.
• We've fixed line numbers that weren't visible on forms with purchase order matching turned on.
• We've fixed searchable dropdowns on long lists, which only ever searched the first 30 records, and which could show a blank value for a record outside the loaded page.
• We've fixed an issue where the automation value editor could open off the edge of the screen, and where a long email body ran past the bottom of the window.
• We've fixed an issue where an email arriving with several attachments could create a document with no link back to its email, leaving the inbox thread linked to a different, previously processed invoice instead of the correct one.
• We've fixed an issue that prevented a file being uploaded into an existing contract from the document side panel.
• We've fixed an issue where completed documents could be moved back to Unable To Process.
• We've fixed paged searches that also requested a total count, which returned the first page repeatedly.
• We've made the documents filter panel faster to open.
• We've removed the beta label from the process email body option on inboxes.

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 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.