Release notes edition 3.7.13
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.