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: Friday 9 October 2026
Version: Mobile app 1.3.2

Here's the latest summary of what's new and improved in the Zudello mobile app, as well as what we resolved in the latest release. Get it from the App Store or Google Play.

In this release:​

• View more file types on your phone
• Landed cost lines shown in their own section
• Clearer full-screen documents, more reliable approvals and more

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

New and improved​

Viewing documents​

When you open a document or attachment, the app shows it in a full-screen view. We've extended that view so the files you can upload to Zudello can also be read on your phone.

• You can now open PDFs, images (JPEG, PNG, HEIC and HEIF), Word documents, Excel spreadsheets, CSV files and plain text files.
• Spreadsheets and CSV files open as a table you can scroll. For large files the preview shows the first rows and tells you when there's more to see in the original file.
• Documents now sit on a white page, as they do on the web.
• If a file type can't be previewed, the app now tells you.

Landed cost lines​

Landed costs are the extra charges, such as freight and duties, recorded against a document alongside its item lines.

• Documents with landed costs now show those lines in their own section, separate from the item lines, as they do on the web.
• When you edit a document, you can add, change and remove landed cost lines, and they stay as landed costs when you save.

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 documents with landed cost lines, which could fail to open from Approvals with an "Invalid request" error, so they couldn't be viewed or approved.
• We've fixed the full-screen document view, which could show a black page with missing text for PDFs that don't have a white page background.

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 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: Thursday 24 September 2026
Version: Mobile app 1.3.1

Here's the latest summary of what we resolved in the latest release of the Zudello mobile app. Get it from the App Store or Google Play.

In this release:​

• Amounts shown in your team's currency
• More reliable uploads

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

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 amounts that don't carry their own currency, including the amounts you enter when reconciling a card transaction, which could show in Australian dollars instead of your team's default currency.
• We've fixed uploading documents and adding attachments to comments, which could fail.

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: Friday 11 September 2026
Version: Mobile app 1.3.0

Here's the latest summary of what's new and improved in the Zudello mobile app, as well as what we resolved in the latest release. Get it from the App Store or Google Play.

In this release:​

• Use the app in French, German or Spanish
• Dates, numbers and money formatted for your locale
• Easier employee coding on expenses
• A tidier payment card view and more

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

New and improved​

Languages​

Until now the Zudello mobile app was English only. You can now use it in the language you work in.

• Choose French, German or Spanish (or stay in English) from Settings > Language. The app switches straight away, with no need to sign out.
• The screens you use day to day are translated, including the home screen, expenses, mileage, approvals, document details, activity and settings.

Dates, numbers and money​

Dates, numbers and amounts now follow the conventions of the language you've chosen.

• Dates and numbers use your locale's format, including the thousands separator and decimal mark.
• The date picker follows your language too.
• Amounts keep the document's own currency, or your team's default currency if the document doesn't have one. Changing your language never changes the currency.
• The currency symbol sits where your locale expects it, before or after the amount.

Expenses​

We've made the employee field on expenses easier to work with.

• You can now clear the employee on an expense, in the header or on a line, when it isn't needed.
• Set the employee once and apply it to all lines, rather than entering it line by line.
• Lines now show the employee's name.
• When the employee field has a default value set up, it now fills in on the header and every line of a new expense automatically.

Payment cards​

• The card on your home screen no longer shows a balance, which wasn't reflecting your real card balance. It now shows the payment method assigned to you.

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 document lists, which could fail to load past the first page.
• We've optimised the Android build, so the app is smaller to download.

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: Thursday 27 August 2026
Version: Mobile app 1.2.0

Here's the latest summary of what's new and improved in the Zudello mobile app, as well as what we resolved in the latest release. Get it from the App Store or Google Play.

In this release:​

• Approve invoices and purchase requisitions on the go, not just expenses
• A new Activity timeline on every document
• Clearer line item editing and faster item search
• Camera, wording, and offline improvements and more

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

New and improved​

Approvals​

The Zudello mobile app lets you clear your approvals from your phone, wherever you are. Until now that covered expenses and mileage claims only. We've extended it to the rest of the documents that wait on you.

Invoices and purchase requisitions

• Invoices and purchase requisitions now appear in your approvals list alongside expenses and mileage, so everything waiting on you is in one place.
• Open one and you get the full document, including the header details, every line, and the coding behind them.
• Preview the source PDF from the document, so you can check the original before you decide.
• Approve, reject, or flag from the document itself, following the same approval flow as the web app.

Wording that matches the document

• The reject and flag actions now use wording specific to the document type you're looking at, rather than the same wording for everything, so it's clear what you're sending back.

Activity​

Every document now has an Activity timeline, so the conversation and the history travel with the document rather than sitting on a screen you can only reach from a desk.

• Read the comments people have left on a document, in order, without leaving the app.
• See the document's history, including status changes and who made them.
• Add your own comment, so you can ask a question or explain a decision at the point you make it.

Line items​

We've made lines easier to read and edit on a small screen.

• Dropdown and relation fields now show their label rather than the underlying data, so a line reads the way it does on the web.
• Fields holding several values show them as a single joined list.
• Item search now leaves out inactive items and ranks the closest matches first, so the item you want is at the top.
• You can clear a value that was filled in for you, rather than being stuck with it.
• A line's SKU now matches to the item record it belongs to and keeps that link, so the item's details carry through.

Capturing receipts​

• If camera access is turned off, the app now takes you straight to your device settings to turn it back on, rather than leaving you to find it.

Working offline​

• A dedicated screen now tells you when you have no connection, so it's clear the app is waiting rather than broken.
• The app reconnects on its own once your connection returns, and picks up where it left off.

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 on-screen keyboard on both iOS and Android, which could cover the field you were typing into.
• We've fixed the approvals filter, which didn't always return the documents you'd filtered for.
• We've fixed spacing at the bottom of pop-up panels, where actions could sit too close to the edge of the screen.
• We've fixed the no-connection screen on Android, which didn't always appear when the connection dropped.
• We've improved stability when the app loses and regains its connection, so it recovers rather than needing a restart.

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: Wednesday 5 August 2026
Version: v3

Here's the latest summary of what's new and improved in Zudello, as well as what we resolved in the latest release.

In this release:​

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

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

New and improved​

Delivery addresses​

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

One card, one answer

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

Suggested corrections

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

You decide what blocks a submit

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

Saved addresses in one place

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

Document Studio​

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

Creating a workflow

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

Seeing and setting the run order

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

Filters​

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

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

Expenses​

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

Sales orders​

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

Order weight

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

Lead times

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

Document viewer​

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

Other improvements​

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

Resolutions​

We're constantly working to refine Zudello's functionality and address any issues as soon as possible. As part of this release, we've made the following resolutions:

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

Have an idea?​

Do you have an idea for a new feature or how we can improve our current features? Let us know at support@zudello.com.

Your ideas and feedback are an important part of our product planning process to make Zudello better for everyone.

Release 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: Thursday 21 May 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:​

• Simpler corporate card reconciliation
• Faster dataset range selection
• Interface improvements and more

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

New and improved​

Corporate card reconciliation 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 the reconciliation process.

More accurate partial reconciliation amounts

• When reconciling a payment that covers only part of an expense, the reconciliation modal now defaults to the payment amount rather than the full expense total.
• This prevents over-reconciliation when the selected payment is smaller than the matched expense.
• When you enter a partial amount for reconciliation, the matched amount and status now reflect exactly what you've entered.
• Adjustments, such as bank fees, are only applied automatically when you're fully matching one payment to one expense.

American Express card transaction references

• Zudello now supports the card transaction reference format used by American Express, so your American Express transactions can be matched and reconciled correctly.

Dataset range selection​

Datasets let you store and manage structured data within Zudello, like approval limits or custom dimensions used for coding documents. Previously, copying data out of a dataset would copy the entire row, making it time-consuming to manage rows in bulk.

We've added better range selection and clipboard support to dataset rows, making it faster and easier to manage your data:

• Select a range of rows and copy, cut, or paste them using standard keyboard shortcuts.

• Copy operates on the focused cell rather than the entire row, giving you more precise control over what you're copying.
• You can also export selected rows directly from the dataset grid.
• Paste is disabled when the dataset is not editable, preventing accidental changes.

Interface improvements​

Dashboards

• The procurement dashboard has been updated for easier review.
• Dashboard report lists are now sorted alphabetically by default.

Document viewer improvements

• Email body transactions now open in inbox view by default.
• The map tab on mileage expenses is now hidden when the GeoMap section is not in use, keeping the interface clean for distance-only mileage forms.
• Users can no longer select inactive items when entering SKUs on transaction lines. We now explicitly exclude any and all inactive, deleted, archived, or rejected items.

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 fixed an issue where some users were unable to add people to supplier records as contacts.
• We've fixed an issue where some users were unable to manually upload sales orders.
• We've fixed an issue where the document viewer on mobile could get stuck on a loading screen.
• We've fixed an issue where write-backs to ledger and journal records could trigger re-extraction of the original document.
• We've fixed an issue where the issue date extracted from a document could be set to a future date due to misread year context.

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: Thursday 21 May 2026
Version: Mobile app 1.1.1

Here's the latest summary of what's new and improved in the Zudello mobile app, as well as what we resolved in the latest release. Get it from the App Store or Google Play.

In this release:​

• A rebuilt approval flow screen
• Document type filters on every list
• Mileage claims that keep their own totals
• A quicker create menu and more

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

New and improved​

Approvals​

Mileage claims joined the approvals list in 1.1. This release tidies up what you see once you open one.

• The approval flow screen has been rebuilt, so you can see where a document sits in its approval and who it is with without leaving the document.
• Lists now filter on document type, so you can narrow a long list down to just the expenses or just the mileage claims.

Mileage​

• A mileage claim now works out its own lines from the distance and the rate, so lines can no longer be added or removed by hand and the total always matches the trip.
• Totals recalculate before the claim is saved, so what you submit matches what you saw on screen.

Elsewhere in the app​

• The create menu has been reworked, so starting a new expense, mileage claim, or upload takes fewer taps.

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 mileage totals, which could be saved before the recalculation had finished.
• We've made a batch of smaller fixes and interface improvements across the app.

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 11 May 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:​

• New People Submodule
• Document Studio support for email body extraction testing
• Three-way matching improvements and more

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

New and improved​

People submodule​

The new People submodule sits alongside Suppliers and Customers in the Relationships module, and provides a central place to record and manage contacts across your supplier and customer network. This means your team can record and access the contact information they need without needing to switch between systems.

• A person represents a named individual associated with one or more suppliers or customers.

• People are independent records that can be linked to multiple suppliers or customers, with a different contact role assigned at each.
  • For example, the same person can be recorded as the AP manager at one supplier and a general enquiry contact at another.
• Contact roles are stored on the relationship between the person and the supplier or customer, so the person's record stays clean and reusable across your network.

Document Studio email body extraction testing​

Document Studio lets you fine-tune how Zudello extracts information from your documents. You could already use Document Studio to adjust the extraction of email bodies, but there was no way to test your configuration before applying it.

We have now added the ability to download an email body and test it within Document Studio.

• When an email is processed in Zudello, the raw email body is now saved as a text file and attached to the email in the inbox.

• You can download this file directly from the inbox by clicking the email-body.txt attachment on the original email.
• The downloaded file can then be uploaded into Document Studio to test and refine your extraction configuration before applying any changes.

This puts more power in your teams hands, ensuring you can customise the extraction of any documents you receive. For more information on using Document Studio, see our Document Studio guide.

Three-way matching improvements​

Three-way matching in Zudello links your invoices, purchase orders, and goods receipts to ensure you only pay for what you ordered and received. We've made an improvement to how currency changes are handled during matching.

Accurate exchange rates when changing currency

• Previously, changing the currency on a transaction could result in the original exchange rate being retained, causing incorrect local currency totals and throwing validation errors that blocked the document from progressing.
• The exchange rate is now refreshed automatically whenever the currency on a transaction is changed, and allocation values are updated accordingly. This keeps variance calculations and purchase order allocation percentages accurate, and ensures you can continue processing the document without delay.

Other improvements​

• Additional support for related attachments
  • Related attachments now support drag-and-drop upload of .msg and .eml email files, ensuring you can upload a greater variety of supporting documentation.
• Interface improvement for Task approvals
  • The task action button has been renamed from Approve to Complete for consistency with how tasks work.

• Expenses performance improvement
  • We've improved how expenses are processed for teams that don't use expense consolidation.
  • Zudello now skips unnecessary steps during employee and expense lookups, resulting in faster processing for teams that don't require expense consolidation.
• Reliability improvements
  • We've improved inbound email reliability, including better handling of email bounces or temporary outages.

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 fixed an issue where email images, logos, and signatures were not displaying correctly in inboxes.
• We've fixed an issue where the exchange rate on expenses only refreshed after the first currency change. The rate now refreshes correctly on every currency change.

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: Friday 8 May 2026
Version: Mobile app 1.1

Here's the latest summary of what's new and improved in the Zudello mobile app, as well as what we resolved in the latest release. Get it from the App Store or Google Play.

In this release:​

• Mileage claims, from submitting to approving, in the app
• Miles or kilometres, with automatic recalculation when you switch
• Upload several documents at once
• Custom fields, document types, reconciled documents, and more

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

New and improved​

Mileage​

Mileage claims let you claim for the distance you've travelled rather than a receipt you've kept, at the rate your team has set. The mobile app is where most people make those claims, so this release brings mileage to the phone end to end.

Making a claim

• Create and submit a mileage claim from the app, and Zudello works out the value from the distance and your team's rate.
• Record the distance in miles or kilometres, whichever your team uses.
• Switching between miles and kilometres recalculates the claim automatically, so you don't have to convert anything yourself.

Approving a claim

• Mileage claims now appear in the approvals list and open with their full detail, so approvers can clear them from the phone alongside everything else.

Documents​

We've made the app work with more of what your documents actually hold, rather than a fixed set of fields.

• Upload several documents in one go, rather than one at a time.
• Open and edit a document that's fully or partially reconciled, instead of having to undo the reconciliation first.
• Change a document's type after it's been created, so something captured as the wrong type can be put right in place.
• Custom fields set up for your team now appear on documents in the app, on the header and on the lines.
• Dimensions are filled in for you wherever Zudello can work them out, so there's less to enter by hand.

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 mileage totals, which didn't always refresh when you changed the distance on a claim.
• We've fixed address lookup on mileage claims.
• We've fixed an issue where deleting every line on a document could fail.
• We've fixed sign out, which didn't always complete.
• We've fixed the app's live connection, so a document's status updates as it changes rather than needing a refresh.
• We've fixed text that was cut off inside document sections, which now shows in full.
• We've removed the minus sign shown next to debit amounts, which read as though the value was negative.

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: Thursday 23 April 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:​

• Task-level approvals
• Support for additional mileage units
• Three-way matching improvements and more

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

New and improved​

Task-level approvals​

Zudello's approval workflows let you route documents through one or more milestones, each requiring sign-off before a document can progress. We've now introduced task approvals, a new type of approval milestone that give you more granular control over how documents are reviewed and confirmed.

Task approval milestones

• Standard approval milestones apply to the entire document, meaning an approver signs off on all line items at once. Task approvals work differently; each task within the milestone can be scoped to specific lines, so approvers can review and confirmonly the items for which they are responsible.

• This is particularly useful when different people need to confirm different parts of a document, such as confirming that goods or services on specific lines have been received.
• When completing or rejecting a task, approvers can select which tasks they are actioning, keeping the approval process clear and transparent.

• If any task is rejected, the entire milestone fails. All tasks must be completed for the milestone to pass.

Expenses and mileage improvements​

The expenses module helps you capture, submit, and approve employee expenses, including mileage claims. We've made several improvements to reduce manual effort and improve accuracy.

• Mileage unit support
  • Mileage reimbursements can now be configured in either kilometres or miles.
  • The selected unit flows through to the Maps API calculation, unit conversion, and line totals, so reimbursement amounts are always accurate regardless of which unit your team uses.
  • The line quantity now matches the unit on the mileage rate, and the correct unit is applied even when rates change mid-draft or across multi-leg routes.
• Employee field moved to transaction header
  • The employee field on expense transactions has moved from the expense line to the transaction header, alongside the assignee field.
  • This reduces repetitive data entry when submitting expenses with multiple lines.

• Default split for expenses with no supplier splits
  • Expenses now receive a default 100% single-line split when no supplier splits are configured.
  • This means validation passes automatically without requiring manual intervention.

Three-way matching improvements​

Three-way matching in Zudello links your invoices, purchase orders, and goods receipts to ensure you only pay for what you ordered and received. We've made an improvement to how receipt allocations are handled to keep your matching accurate.

Receipt allocations constrained to matched purchase order lines

• Invoice-receipt allocations are now always inferred through the matched purchase order, rather than being matched directly between invoices and goods receipts.
• This eliminates cross-line splits that could cause matching issues, and keeps your three-way matching clean and consistent.
• This change applies automatically for teams using three-way matching. Teams that don't use three-way matching are not affected.

Other improvements​

Framework upgrade

• We've upgraded the underlying framework that powers the Zudello platform, improving overall stability, performance, and compatibility with modern browsers.

Interface improvements

• You are now warned if you attempt to upload a primary file while there are unsaved changes, preventing accidental data loss.

• The Root field in the dataset approval field drop-down has been renamed to Header for clarity.

Security improvements

• We've made a number of security improvements to the Zudello 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 fixed an issue where switching between teams could cause an unresponsive page.

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 9 April 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:​

• Contracts improvements
• More flexibility for data export permissions
• Bug fixes and more

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

New and improved​

Contracts improvements​

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 made two improvements to give you more control over how contracts are processed and enriched.

• Rescan contracts from the interface
  • You can now trigger a rescan of a contract directly from the interface to re-run extraction and enrichment against the latest document content.
  • This makes it easy to refresh contract data without needing to re-upload or recreate the record.
• Automatic supplier and customer matching on contracts
  • Contracts can now be configured to automatically link to a supplier or customer record.
  • Once matched, Zudello applies any relevant defaults from that record — such as default coding, payment terms, and addresses — so your contracts stay consistent with the rest of your data.
  • Admin users can configure the matching direction (supplier or customer) from the document type settings.

Export permission improvements​

Zudello's export tools let you extract data from the platform for reporting, reconciliation, and integration purposes. We've added a new permission level to give you more control over who can access export data.

• View own exports permission
  • A new permission level lets you grant users access to view only their own exported data, without giving them access to exports run by other users.
  • This makes it easier to align export access with your organisation's security policies, without restricting users from getting the data they need.
  • When an export is ready, the notification email now includes a direct link to the exports page so users can access their data straight away.

For more information on exports, see Exporting records.

Other improvements​

Infrastructure and performance improvements

• We've made a number of backend improvements to improve the stability and reliability of the Zudello app.

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 fixed an issue where users were sometimes redirected back to the login screen when selecting a team, requiring them to log in a second time.

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 25 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:​

• New customer and supplier address validation
• Enhanced email body extraction
• Bug fixes and more

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

New and improved​

Address validation​

Zudello's validation extensions let you configure rules that check documents for errors or missing information before they progress through your workflow. We've added two new address validation extensions to help you catch address issues early.

• Verified customer address (Supplier and Customer submodules)
  • This extension checks that the customer or supplier being has at least one address that can be verified through Google Maps.
  • You can apply this extension to supplier and customer records.

• Delivery address on file (all Purchasing and Sales Submodules)
  • This extension checks that the delivery address on a document matches one of the addresses saved against the customer or supplier.
  • You can apply this extension to purchasing and sales documents.

Both extensions can be configured as a note, warning, or error-level validation, giving you control over how strictly each check is enforced.

Other improvements​

• Allocation values update when line amounts change
  • Allocations are the driving force behind Zudello's two and three-way matching
  • Allocation values are now automatically recalculated when line amounts change on a transaction, so your allocations stay accurate even after any manual edits.
• Improved email body extraction
  • We've improved how Zudello recognises and categorises email body extractions, making the process more reliable when extracting transaction information directly from email content rather than attachments.

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 fixed an issue where duplicate records were sometimes created during purchasing invoice creation.
• We've resolved an issue where quantities were not allocated correctly to purchase orders when a unit of measure conversion was involved.
• We've fixed an issue where some users were unable to bypass or resolve a validation error.

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: Thursday 26 February 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:​

• Redesigned expenses module for a faster, simpler claims experience
• Bulk reject for approval workflows
• New automation actions, interface improvements and more

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

New and improved​

Redesigned expenses module​

The expenses module helps you capture, submit, and approve employee expenses. We took a closer look at how teams actually use the module, and identified a number of ways to simplify the process and save users time.

The result? A redesigned expenses module that gets out of your team's way.

• Direct submission for expenses
  • For most teams, the majority of expenses are single-line submissions, but the old workflow required every expense to be added to a claim before it could be approved.
  • We've now removed this extra step. Expenses can now be submitted for approval directly, bypassing the claims step entirely for teams that don't need it.
  • The existing claims workflow remains fully supported for teams that do need to use it.

• Improved GL splits
  • The way GL splits work on expense lines has been updated so that line items must equal the document total, giving you cleaner, more accurate cost allocations.
  • Split percentages are now visible directly on the expense.
• Expense approval notifications
  • Users now receive email and in-app notifications for expense approval actions, including when an expense is approved, rejected, or flagged for review.
  • Your team stays informed at every step without needing to chase updates manually.

If you have any questions about the updated expenses module, or would like to discuss enabling direct submission for your team, contact support@zudello.com.

Bulk reject for approval workflows​

Approvers can now reject multiple documents in a single action, saving time when managing large volumes of documents awaiting approval.

The process for bulk

• Select multiple documents from the document list and reject them in one action
• Add a rejection reason that applies to all selected documents
• Each rejected document triggers its own notification to the relevant user, including the rejection reason

For more information on bulk rejecting documents, see Bulk approving and rejecting.

New change team automation action​

We've added a new automation action to give you more options when automating your workflow.

You can now use a Change team action within sentence automations, to automatically move documents to the correct team when certain conditions are met. This is the same as the Change team action available manually on documents.

To discuss adding this automation to your team, please reach out to support@zudello.com.

Interface and performance improvements​

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

• Inbox field labels updated
  • Inbox fields are now more clearly labelled in export and import field selectors

• Performance improvements
  • We've reduced unnecessary processing for users who belong to multiple groups with overlapping permissions, resulting in faster load times

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 inactive contracts were included in spend tracking and variance reporting. Inactive contracts are now correctly excluded, consistent with how inactive budgets are handled.
• We've fixed an issue where repeatedly reordering documents could generate chains of false duplicate records.
• We've resolved an issue where fields with forced default values could still be edited by users. These fields are now correctly displayed as read-only.
• We've fixed a crash that could occur when converting a document type if no target document type was configured.
• We've resolved an issue where photos taken on a phone camera in JPG format were not rendering correctly in the document preview panel.

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 17 February 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:​

• Easier corporate card management
• Bug fixes

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

New and improved​

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 two improvements to make reconciliation faster and more accurate.

• Automatic supplier matching for card transactions
  • When a card transaction arrives, Zudello now analyses the merchant name and automatically maps it to one of your suppliers if possible.
  • This powers faster, more accurate suggested matches. As a reminder, suggested matches fall into one of three categories:
    • Perfect match — same supplier, expense within three days of the payment date, amount within $0.01
    • Supplier match — same supplier, expense within 30 days of the payment date, amount within 10%
    • Amount match — amount within $0.01 of the payment, supplier and date are not considered

• Import templates for reconciliation data
  • You can now configure import templates to bring payment and reconciliation data directly into the Corporate Cards module.
  • This makes it easier to bulk-load card transaction data without manual entry.

For a full guide on setting up and using the Corporate Cards module, see Corporate cards.

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 fixed an issue that caused a crash during variance calculations when assessing lines with zero quantity
• We've resolved an internal error that could occur during document validation

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 9 February 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:​

• Corporate Cards improvements for more flexible and accurate reconciliation
• New purchase order balance field for exports

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

New and improved​

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 control over the reconciliation process and keep your data accurate throughout.

• Adjustments for bank fees and currency conversions
  • Banks fees and currency conversions can lead to small differences between your receipt total and the payment amount.
  • You can now record these adjustments directly during reconciliation, without needing to modify the underlying expense document.
  • For detailed steps, see our guide on Handling small differences with adjustments
• Over-reconciliation controls
  • You can now configure limits to control how much a corporate card transaction can be over-reconciled.
  • When over-reconciliation occurs, a reason code is required, giving you a clear record of why the reconciled amount exceeded the original transaction.

• Automatic submission after full reconciliation
  • Once a corporate card expense is fully reconciled, it's automatically submitted for approval. Your team doesn't need to take any additional action to move it through the workflow.
• Transaction locks
  • Corporate card transactions that are complete or currently in an approval workflow are now locked from modification.
  • A visual indicator on the transaction makes it easy to see when a lock is in place.

Validation before reconciliation​

Documents must now pass all validation checks before reconciliation can proceed. If a document has validation errors, reconciliation is blocked until the errors are resolved, helping to keep your data clean and accurate.

Purchase order remaining balance field for exports​

When building a purchasing export template, you can now include the Remaining amount field, which shows the outstanding balance on each purchase order. This makes it straightforward to export accrual reports and track open purchase order balances across your team.

For more on building and running exports, see Exporting records from Zudello.

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 fixed an issue that caused failures when receipting against a purchase order with multiple lines
• We've resolved an issue where exports with empty statuses appeared stuck in a perpetual Pending state

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: 27 January 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:​

• New Corporate Cards module for managing company card expenses
• More flexibility for management tree approvals
• Smart date posting for smooth ERP syncing and more

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

New and improved​

Corporate Cards module​

Zudello helps you manage the full lifecycle of your business expenses, from capture through to approval and payment. We've now introduced a dedicated Corporate Cards module to give you clearer separation between company card spending and personal reimbursements.

Corporate card expenses are now distinct from standard expenses and travel, which remain the home for personal cards and out-of-pocket reimbursements. The dedicated corporate cards module supports:

• Flexible document creation
  • Corporate card expenses can be created manually, uploaded for extraction, or received via the inbox
• Enhanced reconciliation
  • Reconcile credit and debit transactions against an invoice, expense, or credit note
  • Zudello automatically suggests matches based on amount, date, and merchant or company name

• Automated approvals
  • Once reconciled, expenses are automatically pushed through your approval workflows

For a full guide on setting up and using the corporate cards module, see Corporate cards.

Management tree approval improvements​

Management tree approvals allow you to move a document up your organisation structure, until someone with a sufficient limit approves it. We've added more flexibility to how management tree approvals are triggered.

Management tree approvals can now start from the user assigned to a document, rather than the user who submitted it. This gives teams more flexibility when documents are processed on behalf of others, or when documents are adjusted by a finance team and resubmitted.

Smart date posting for accounting periods​

Keeping your transactions aligned with open accounting periods is essential for accurate ERP syncing. Zudello can now automatically handle situations where an invoice date falls within a closed accounting period.

When this occurs, the system sets the date posted to the first day of the next open period, so the invoice can sync to your ERP without manual intervention.

For example:

• Your previous accounting period closed on 3 February 2026
• An invoice arrives after that date with an issue date of 31 January 2026
• Zudello automatically sets the date posted to 1 February 2026 (the first day of the current period)
• The invoice syncs to your ERP without any manual adjustment

We've also added a new form extension that can block document submissions if the date posted does not fall within an open accounting period. If there is no date posted set on the document, the extension looks at the date issued instead.

Interface improvements​

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

• Export status indicators
  • When running data exports, a status indicator now appears against the transaction to show progress, such as Pending or Ready
• Visual filter indicators
  • A purple dot now appears when a filter is active, making it easier to see at a glance when your view is filtered
• Settings search
  • A new search bar has been added to the Settings area so you can find what you're looking for faster
• Improved extension hints
  • Tooltip colours have been updated and tooltips now use scrollable popovers, resolving display issues where hints were cut off at the edge of the screen
• Improved JSON viewer
  • The JSON viewer now includes buttons to search, collapse, and copy data, making it easier to navigate complex files
• Default team selection
  • You can now set a default team in your personal settings, so you're taken straight to the right team when you log in

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 inactive budgets were included in impact calculations and validation checks. Inactive budgets are now correctly excluded, preventing false validation errors.
• We've fixed an issue that prevented users from manually creating reconciliation expenses.
• We've resolved an issue where the requests submodule was failing to load correctly.
• We've improved how split percentages are handled. If a transaction line has a split percentage over 100%, the system now protects data integrity by not setting split percentages for any lines on that transaction.
• We've improved the reliability of automation requests sent to the integration API through a new message queue, ensuring better handling of failures.
• We've improved email address validation logic for more reliable processing.
• We've fixed an issue where values after a comma were being stripped during data handling, and standardised internal variance calculations.

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: 9 December 2025
Version: v3

Here's the latest summary of what's new and improved in Zudello, as well as what we resolved in the latest release.

In this release:​

• New controls for purchase document matching
• Granular permissions for budgets
• Interface improvements and more

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

New and improved​

One-to-one line allocation for document matching​

We've introduced a new toggle to give you greater control over how lines are allocated during document matching.

The new One-to-one line allocation only option prevents multiple lines from a matched document being linked to the current document. This helps ensure clean, accurate allocations and reduces the risk of mismatched or over-allocated lines.

• For example, selecting the One-to-one line allocation only checkbox on an invoice document type would prevent multiple purchase order or goods receipt lines from being matched to a single invoice line.

You can find the new form extension option under Utility, or by searching for Allocation.

New budget permissions​

User permissions give you control over what actions different users can perform across your organisation. We've added new permissions to give you more granular control over your budget management.

• Budget data permissions
  • A new data permission for budget lists allows you to control which users can view the list of budgets on a team
  • Like other data permissions, this supports All, Own, and Related access levels

See User group and permission guide for more on user permissions and data permissions.

Bank account fields for customers and employees​

Zudello allows you to store and manage bank account information directly on your contact records. Bank account fields were previously only available on supplier forms. You can now add bank account fields to customer and employee forms as well, giving you a consistent way to manage payment details across all your contact types.

Upload primary files directly from a document​

Previously, if a document was created manually without an attached file, you had to navigate away to upload the source document. You can now upload a primary file — such as an invoice or receipt — directly from the document viewer, without leaving the document.

This option appears automatically when a document is editable and has no file attached, streamlining your workflow for manually created documents.

Interface improvements​

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

• Improved dark mode contrast for keyboard navigation and hover states, making it easier to navigate the interface in dark mode

• Clearer messaging in the Attachments section when a primary file such as an invoice or receipt hasn't been attached, prompting you to upload it before adding other attachments
  • If a primary file has been uploaded
  • If a primary file has not been uploaded

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 fixed an issue that occurred when editing Excel files after saving changes
• We've improved how budget limits are handled to ensure they are processed correctly regardless of how the values are stored
• We've resolved an issue where certain document content could cause extraction to fail
• We've fixed an approvals error that occurred when the document submitter was also listed as an assignee under certain approval configurations

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: 25 November 2025
Version: v3

Here's the latest summary of what's new and improved in Zudello, as well as what we resolved in the latest release.

In this release:​

• Self-service PDF template management
• Expanded file format support for CSV and legacy Excel files
• Interface improvements for faster navigation

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

New and improved​

PDF template management​

Zudello can generate PDF documents for purchase orders and sales invoices using customisable templates. You can now manage these PDF templates yourself, giving you full control over how your system-generated documents look.

• Upload templates
  • Upload a Word document to create a new PDF template
  • Assign the template to a specific module and submodule
  • Select whether the template applies to all teams in your organisation, or a specific team

• Manage existing templates
  • View a list of all PDF templates configured for your team, including the template details and the users who created or last modified each template

• Preview before deploying
  • Preview a template using real content from your submodule before making it live
  • See which placeholders are available for your template
  • Download the preview to review it in full

• Edit and remove templates
  • Download the source Word document for a template to make edits
  • Soft-delete templates you no longer need, with a confirmation step to prevent accidental removal

Expanded file format support​

We've expanded the range of file types you can upload directly into Zudello. Following the Excel file extraction introduced in Release 3.6.11, we've now added the same capability for additional formats:

• Direct CSV processing
  • Upload CSV files directly into submodules and Document Studio
  • Preview CSV content before processing
• Legacy Excel support
  • Both modern (.xlsx) and legacy (.xls) Excel files are now supported
  • Preview Excel content before processing

Interface improvements​

We've made several enhancements to improve navigation speed and clarity across the system:

• Faster team switching
  • When you open the organisation and team menu, your cursor now automatically moves to the search bar so you can immediately start typing to find the team you want
  • You can also use the arrow keys to move through the list and press Enter to select

• Clearer template language
  • Updated language and fixed display issues for template placeholders throughout the system

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 a memory issue that could affect system stability during extended sessions
• We've fixed an issue where automations failed when processing large delegation of authority datasets
• We've resolved an issue where some delegation of authority approval limits were being miscalculated when tax was included in the limit

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 November 2025
Version: v3

Here's the latest summary of what's new and improved in Zudello, as well as what we resolved in the latest release.

In this release:​

• New bulk actions for efficient user management
• Enhanced automation condition options for multi-value fields
• Further interface improvements for better usability

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

New and improved​

User management bulk actions​

User management helps you control access and permissions across your organisation. Previously, actions like adding users to teams or deactivating users had to be performed one user at a time. We've now introduced bulk actions to streamline user management for organisation administrators.

Organisation administrators can now perform the following actions on multiple users simultaneously:

• Add to team - Add selected users to a team
• Activate/Deactivate in team - Control team access for multiple users at once
• Activate/Deactivate in organisation - Manage organisation-wide access efficiently
• Grant/Revoke admin - Update admin permissions across multiple users

To use bulk actions, simply select the relevant users from the user management interface, then choose the action you want to perform. See User management for more.

Enhanced automation conditions​

Automation workflows are the driving force behind your approvals, automated processes, and more. Automation conditions now include clearer options when working with multi-value fields like assignees and tags.

• Is empty and Is not empty
  • These are new operators specifically designed for multi-value fields like assignees and tags
  • They will only show against those fields to which they are relevant
• Simplified condition options
  • The Is set and Is not set operators are now limited to single-value fields, reducing confusion when building automation rules

These improvements make it easier to create reliable automation workflows that handle multi-value fields correctly.

Interface improvements​

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

• Prioritised validation issues
  • Line validation issues are now sorted by severity (error, warning, info), regardless of the order of the fields themselves
  • The most critical errors appear at the top, helping you identify and resolve important issues first

• Improved document history navigation
  • Field headers in the document history tab now remain visible as you scroll, making it easier to review changes and understand what was modified over time

• Enhanced error messaging

  • Updated error messages throughout the system to provide clearer guidance
  • Improved explanations help you understand issues and how to resolve them

• Better tooltips and interface cleanup

  • Added helpful tooltips to explain features and functionality
  • Removed buttons for deprecated features to reduce clutter

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 emojis weren't displaying correctly in the Chat tab
• We've fixed a visual issue where dropdown menus were difficult to read when they overlapped with other form fields
• We've resolved an issue where datasets weren't sorting as expected in certain views

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: 29 October 2025
Version: v3

Here's the latest summary of what's new and improved in Zudello, as well as what we resolved in the latest release.

In this release:​

• New inline calculator for faster data entry
• Enhanced Excel extraction and document matching capabilities
• Budget improvements, interface enhancements and more

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

New and improved​

Inline calculator​

Data entry often requires quick calculations to determine correct amounts or verify totals. We've introduced an inline calculator that allows you to perform calculations directly within fields, speeding up data entry and reducing errors.

The inline calculator provides:

• Common calculation operations
  • Access frequently used calculations by hovering over the calculator icon

• Real-time calculation preview
  • See the result of your calculation as you type

• Clear error feedback
  • Invalid calculation expressions display an error message, helping you avoid mistakes

This feature streamlines data entry for tasks like calculating totals, adjusting amounts, or verifying discounts, allowing you to work more efficiently within Zudello.

Enhanced Excel extraction​

Document extraction converts your uploaded files into structured transaction data. We've improved how Zudello extracts data from Excel files to make the process more predictable and reliable.

Previously, Zudello converted Excel files to PDF before extraction. Now, Zudello extracts data directly from Excel files:

• Direct Excel processing
  • Data is extracted from the first sheet of your Excel file without conversion
  • Maintains Excel formatting and structure during extraction
  • Provides more accurate and consistent extraction results

This improvement simplifies data extraction and ensures your Excel-based transactions are processed reliably.

Document matching improvements​

Document matching helps you link related transactions together, such as matching invoices to purchase orders or receipts to payments. We've made several enhancements to improve matching accuracy and provide better information when matching documents.

Negative line matching​

We've added support for matching document lines with negative amounts when using amount-based allocations. This is particularly useful when dealing with negative lines that exist on both matched documents, such as promised discounts that are recorded as negative line items.

The system now correctly matches these negative lines when using amount-based allocation methods, ensuring accurate document linkage across all transaction types.

Enhanced matching information​

The document matching modal now displays the reference field, providing more context when you're matching and checking documents. This additional information helps you quickly verify you're matching the correct documents together.

Improved extraction accuracy for similar item codes​

Item code matching is a critical part of accurate data extraction. We've enhanced how Zudello matches item codes to improve accuracy when dealing with codes that differ only by hyphens or spaces.

Previously, if you had similar item codes like 7T5412 and 7T-5412, the system might extract one code as the other due to how it handled special characters. The system now:

• Prioritises exact matches, looking for exact item code matches first before considering alternatives
• Only searches for similar codes if an exact match doesn't exist
• Reduces matching errors between codes that differ only by hyphens or spaces

This enhancement ensures that similar-looking item codes are distinguished correctly, reducing manual corrections and improving data quality.

Budget management improvements​

Budget management helps you control spending across projects, departments, and other business dimensions. We've refined budget functionality to improve clarity and accuracy.

• Clearer budget visibility
  • Budgets are now only displayed for modules and submodules where budget functionality is supported
  • Reduces confusion by showing only relevant budget information
• Cleaner budget communications
  • Budget amounts are now always rounded to two decimal places in approval and notification emails
  • Provides cleaner, more readable budget information in communications

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

Contract management improvements​

Contract management helps you track and enforce contractual obligations across your transactions. We've made the following improvements to enhance reliability and data integrity:

• Enhanced contract linking
  • Improved reliability when associating contracts with suppliers and customers
  • Better handling of contract-to-transaction associations
• Improved notification visibility
  • Sales contracts now display notifications after relinking operations
  • Enhanced transparency when contract information is updated
• Better data integrity
  • Improved processes to prevent accidental data loss when saving contracts
  • More reliable contract information updates without requiring page reloads

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

Interface improvements​

We've made several enhancements to improve visual clarity and navigation efficiency across the system.

• Improved visibility for line-level validation issues
  • Lines now show the colour of the highest validation level, ensuring you can quickly distinguish between the types of issue

• Streamlined dependency navigation for faster workflows
  • When coding or editing documents, you can now view field dependencies without needing to save the document first
  • This reduces the time required to process documents with field dependencies
• Alphabetical sorting of all drop down lists
  • System-wide drop down lists for document types, dimensions, and advanced filters are now sorted alphabetically
  • This applies across all areas of the system and all dimensions, and does not require any action from users

Performance improvements​

We've made system optimisations to improve overall responsiveness and reliability:

• Enhanced data fetching and refresh operations for faster document loading
• Improved system performance when processing large volumes of documents
• Better handling of concurrent operations to ensure consistent response times

Resolutions​

We're constantly working to refine Zudello functionality and ensure that we address any issues as soon as possible. As part of this release, we've made the following resolutions and improvements:

• We've enhanced automation reliability to ensure workflows process documents consistently
• We've resolved an issue where supplier information was removed from the document matching modal
• We've fixed currency exchange rate calculation issues to ensure accurate foreign currency conversions
• We've resolved several interface issues, including those introduced by new features
• We've improved the stability and reliability of calculator functionality
• We've fixed an issue where expense amortisation fields weren't displaying during the import process
• We've made mileage rate data permissions accessible to end users
• We've resolved an issue where negative line amounts resulted in approval errors
• We've improved email processing by trimming excessively long email subject lines during ingestion

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: 22 October 2025
Version: v3

Here's the latest summary of what's new and improved in Zudello, as well as what we resolved in the latest release.

In this release:​

• New price books feature for advanced pricing management
• Enhanced automation workflows with improved supplier assignee functionality
• Reporting functionality for approvals, budgets, and more

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

New and improved​

Price books​

Price books allow you to manage item pricing based on specific customers, suppliers, projects, or other business dimensions. This feature automatically applies appropriate pricing and validates special rates across your transactions.

Price books provide comprehensive pricing management:

• Automatic price application
  • Correct pricing is automatically filled when creating requisitions or purchase orders
  • Special pricing is validated when receiving customer orders or supplier invoices
• Flexible routing options
  • Transactions with pricing discrepancies can be routed through custom approval workflows
  • Configure routing based on your specific business requirements

Price book functionality includes full integration with requisitions, purchase orders, customer orders, and supplier documents. See Price books for more.

Advanced document validation​

Document validation checks your transactions for accuracy and completeness before you open them. This allows you to focus only on those documents that need your attention, and automate those that don't.

In this release, we've made validation errors clearer, more flexible, and more automated.

Automated validation​

Document validation is now performed automatically when a document is uploaded, without a user needing to open the document. This provides additional automation capabilities, and allows your team to focus only on those documents that require your attention.

Automated validation is now enabled by default for all existing and new teams.

Enhanced validation feedback​

Understanding why documents have validation errors is now easier and clearer:

• Fixed validation column
  • A dedicated error column in the lines table shows all validation issues at a glance
  • Click on error indicators to see detailed explanations for each line
• Detailed calculation information
  • For validation errors involving calculations, we now show the applied formulas and discrepancies
  • This helps you quickly understand and resolve issues to continue processing

Expanded validation flexibility​

We've added new Required if validation options:

• Support for Any of value rules
  • You can now use Any of conditions when setting up field requirements, which make one field required if another field is set to one of a number of values.
  • E.g. Cost centre is required if account is any of Equipment, Staff Costs, or Entertainment

Automation enhancements​

Automations help streamline your document workflows by automatically performing actions based on predefined rules. We've now improved supplier assignee functionality and validation condition options.

• Supplier assignee actions

  • We've restored full functionality for automation workflows that use supplier assignees

• Enhanced condition options

  • When setting up conditions for assignees, use the "is not empty" option instead of "is set" for better reliability
  • We're working on improving the interface to prevent configuration mistakes in future releases

Reporting launch​

Comprehensive reporting capabilities are now available to help you analyse approval workflows, budget performance, and other key business metrics.

Reporting includes:

• Approval dashboard
  • Get an instant overview of all pending approvals, including information on any escalations and exceptions
  • Find the bottlenecks in your approval process with reporting on average time to approve, number of escalations, and number of rejections per user
• Accrual reports
  • See the combined impact of outstanding orders and invoices that are yet to be processed
• Budget dashboard
  • A dedicated dashboard for budget reporting and analysis

Detailed documentation on the reporting feature will be available soon. In the meantime, if you have any questions about reporting please reach out to support@zudello.com.

Email sales order extraction​

We've restored and enhanced the ability to extract sales orders directly from email content, making it easier to process orders received in email format. Improvements include:

• Enhanced rescanning capability
  • Documents ingested from email bodies can now be rescanned if needed
  • Improved processing reliability for email-based transactions
• Bug fixes and optimisations
  • Resolved issues affecting email extraction accuracy and performance

Contracts beta launch​

Say hello to Zudello's advanced contract management capabilities directly. We're launching our brand new contracts feature to selected customers only.

Comprehensive contract management​

The new contracts feature includes:

• Flexible contract types
  • Fixed price contracts with transaction impact visibility
  • Threshold contracts with usage tracking and impact reporting
• Contract lifecycle management
  • Navigation and permissions for contracts, contract groups, and contract categories
  • Contract owner approvals integrated with existing approval workflows
• Advanced notifications
  • Automated reminders for contract milestones, renewals, and expiry dates
  • Configurable notification preferences for different contract events

Exception handling and compliance​

• Breach management
  • Clear visibility of contract impacts against transactions
  • Required reason collection when submitting transactions with contract breaches
  • Contract owner approval workflows for transactions exceeding contract terms
• Sales module integration
  • Limited support for sales transactions with planned expansion

Contracts are currently available for very limited teams only. To discuss enabling this feature for your team, reach out to support@zudello.com.

Detailed documentation on the contracts feature will be available soon.

Enhanced features​

Budget management improvements​

Budget management helps you control spending across projects, departments, and other business dimensions. We've improved performance and enhanced the linking process between budgets and transactions.

Intelligent budget linking​

The system now evaluates when budget lines need to be relinked to transactions:

• Selective relinking triggers
  • Relinking occurs when dimensions change on budget lines
  • Date modifications trigger relinking for better accuracy
  • Amount changes prompt transaction reassessment
• Performance optimisations
  • Relinking runs as a background process to prevent timeouts
  • Only necessary changes trigger relinking to improve system performance

Budget dashboard​

A dedicated Budget dashboard has been added as part of the new reporting feature.

The budget dashboard:

• Provides dedicated budget reporting and analysis
• Allows you to track spending patterns and budget utilisation across your organisation

Budget management and reporting are currently available for selected teams only. To discuss enabling these features for your team, reach out to support@zudello.com.

Document studio enhancements​

Document studio empowers you to customise data extraction for your specific document types and formats. We've resolved mapping issues and improved field handling for better extraction accuracy.

Key improvements include:

• Enhanced unit of measure mapping
  • Resolved field mapping issues for units of measure extraction
  • Improved integration between extraction and enrichment processes
  • Updated prompt requirements for optimal performance

Document studio is currently available for selected teams only. To discuss enabling document studio for your team, reach out to support@zudello.com.

Resolutions​

We're constantly working to refine Zudello functionality and ensure that we address any issues as soon as possible. As part of this release, we've made the following resolutions and improvements:

• We've enhanced system performance through infrastructure updates and optimised backend validation processing
• We've improved communication between system components to resolve purchase order number generation issues
• We've enhanced search functionality within list views to prevent system slowdowns when processing large document volumes
• We've added comprehensive logging to identify and resolve automation interaction issues
• We've optimised resource usage for teams with extensive document libraries to ensure consistent system responsiveness

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: 16 October 2025
Version: v3

Here's the latest summary of what's new and improved in Zudello, as well as what we resolved in the latest release.

In this release:​

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

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

New and improved​

Sales module launch​

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

The Sales module includes:

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

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

Revolutionary email body extraction​

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

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

This innovative feature provides:

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

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

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

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

Advanced tag management automations​

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

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

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

Significant performance improvements​

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

Enhanced processing speed​

• Streamlined data operations

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

• Advanced performance monitoring

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

Improved system reliability​

• Enhanced document numbering

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

• Advanced search capabilities

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

Budget management enhancements​

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

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

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

Resolutions​

We're constantly working to refine Zudello functionality and ensure that we address any issues as soon as possible. As part of this release, we've made the following resolutions and improvements:

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

Have an idea?​

Do you have an idea for a new feature or how we can improve our current features? Let us know at support@zudello.com.

Your ideas and feedback are an important part of our product planning process to make Zudello better for everyone.

Release date: 8 October 2025
Version: v3

Here's the latest summary of what's new and improved in Zudello, as well as what we resolved in the latest release.

In this release:​

• Two brand new user actions for easier document processing
• New dark mode, visual themes, and accessibility options
• Improved system performance and reliability
• Document processing enhancements and more

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

New and improved​

New user actions​

User actions help streamline document workflows by providing quick access to frequently used functions. We've launched two new actions that solve common document management challenges.

Change team action​

The Change Team action allows you to transfer documents between teams within your organisation after they've been uploaded or emailed in.

The Change team action allows you to move ingested (uploaded or emailed) documents from one team to another within the same organisation. This is particularly useful for users who are members of multiple teams, where documents may be emailed or uploaded to the wrong team.

For help using the Change team action, see Change team.

Reprocess action​

When the same document is received through multiple channels (e.g. an internal team and a supplier email the same document), you're no longer stuck with whichever email arrived first.You can now use the Reprocess action to choose which version of the document you'd like to process.

When you receive the same document attachment from multiple sources, you can now:

• Choose which email version of the document to treat as the original, and which to treat as the duplicate
• Delete the first processed copy of the document, and reprocess the copy from your preferred email sender

This is particular useful when you need the copy of a document that was emailed in by a specific person, for approval workflows or automation routing. For help with the Reprocess action, see Reprocess a document.

New visibility and accessibility options​

Visual themes and accessibility improvements help create more comfortable working environments for all users. We now offer seven different theme options to improve accessibility and reduce eye strain.

Themes include:

• Traditional light and dark mode options
• Additional theme variations for different preferences
• Enhanced contrast option, for improved border and UI element visibility

These themes are designed to accommodate different environments, accessibility needs, and to help reduce eye strain during extended use.

Theme options can be found under the company menu at the top-right of screen. For assistance with adjusting themes, see Themes.

New Account Category dimension​

We've added a new Account Category dimension to provide additional categorisation options for general ledger accounts.

The new dimension:

• Works similarly to Account Groups for improved categorisation
• Can be configured in forms and used in account records
• Has full import/export support available
• Is compatible with delegation of authority (DOA) datasets

This dimension provides more flexibility in how you structure and report on your account classifications.

Email processing enhancements​

We've strengthened our email processing infrastructure to ensure reliable document capture and processing from your Zudello inboxes.

We recently experienced an issue where some emails weren't processed correctly, resulting in missing documents. We've now implemented backup systems that store emails on secure cloud storage before processing, ensuring we have local copies should issues occur downstream. These backup emails are automatically cleaned up after 60 days.

We've also improved the communication between system components to prevent documents from getting stuck during processing. The system now uses enhanced queue messaging for automation resumption, which provides better retry mechanisms and prevents API call failures from stopping the process.

Large document handling​

We've changed how we process documents with more than 100 pages to prevent system congestion and improve processing times.

For documents over 100 pages, we now process only the first three pages and last page. This significantly reduces processing time, while maintaining extraction accuracy for key document information. It also prevents large documents from impacting processing times for other teams.

This improvement ensures fair processing times across all teams while maintaining the accuracy needed for business operations.

Enhanced currency conversion flexibility​

Zudello's built in currency conversion helps you manage transactions in foreign currencies by automatically calculating exchange rates and local currency amounts. We've enhanced the currency conversion interface to provide more flexibility in how you handle foreign currency transactions.

When the currency conversion extension is enabled, you can now choose to enter either:

• The exchange rate, and Zudello will calculates the local currency amount
• The local currency amount, and Zudello will calculate the exchange rate

This gives you more flexibility when dealing with foreign currency documents.

Budget management improvements​

Budget management helps you control spending and track costs across your organisation. We've made several enhancements to budget functionality and performance:

• Performance optimisations
  • Improved budget performance with additional system optimisations
  • Enhanced processing speed for budget-related operations
• User experience improvements
  • Better date picker behaviour for interval budgets
  • Improved calendar navigation when setting budget periods
  • More intuitive date range selection

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

Document Studio improvements​

Document Studio empowers you to customise how Zudello extracts data from your documents, ensuring maximum accuracy for your specific document types and formats.

We've made the following enhancements to handle more complex extraction requirements:

• Increased prompt size to accommodate larger custom extraction prompts
• Better support for complex statement line extraction
• Improved handling of detailed extraction requirements

Document Studio is currently only available for selected teams. To discuss enabling Document Studio for your team, reach out to support@zudello.com.

Resolutions​

We're constantly working to refine Zudello functionality and ensure that we address any issues as soon as possible. As part of this release, we've made the following resolutions and improvements:

• We've made several system performance enhancements to reduce system load and improve response times across the platform.
• We've implemented caching for contract and budget checks to improve performance. The system now avoids unnecessary processing when data hasn't changed, which reduces system load and improves response times.
• We've also optimised calculation processes for pricing, totals, and expense claim synchronisation.
• We've resolved a specific issue that could cause browser freezing under certain circumstances involving circular reactivity loops when opening particular purchase orders.
• We've updated homepage video links to connect to current demonstration content.
• We've resolved a Firefox browser compatibility issue that prevented expense claim links from working correctly.
• We've improved error handling for users with upload permissions but without update permissions, providing more graceful error messages.
• We've enhanced how dataset names are displayed in approval configurations to reflect current naming conventions.
• We've improved filter value display accuracy after selection from drop-down lists.
• We've extended automation log retention from 30 to 90 days to assist with troubleshooting older issues.
• We've enhanced our internal alert system to better handle document type conversions and transformations.
• We've resolved an issue where certain ZIP files caused document processing issues.

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 September 2025
Version: v3

Here's the latest summary of what's new and improved in Zudello, as well as what we resolved in the latest release.

In this release:​

• New user actions for purchase orders and quotes
• Enhanced approval workflow flexibility
• Authentication improvements
• Enhanced document validation capabilities and more

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

New and improved​

New user actions​

User actions help streamline common workflows by providing quick access to frequently used functions. We've officially launched two powerful user actions that simplify standard requisition processes.

Reorder Purchase Order​

The reorder purchase order allows users to quickly create a copy of a previous order. This function is designed for teams that create Purchase Orders directly, rather than following the standard requisition to purchase order flow.

The Reorder function is now available for all teams:

• Reorder function
  • Quickly create new purchase orders based on existing orders
  • Bypasses requisition workflows for faster processing
  • Any purchase order approval flows will apply to the newly created order

Organisation administrators can now enable this permission for users. For more information, see our guide on using the Reorder function.

Convert Quote to Purchase Order​

The convert quote to purchase order function is for teams that receive supplier quotes and want to streamline the transition from accepted quotes to purchase orders.

The Convert to PO function is now available for all teams using the quotes submodule:

• Convert to PO function
  • Converts accepted quotes directly into purchase orders
  • Creates a new purchase order and copies over all information
  • Moves the original quote into Converted status
  • Bypasses requisition workflows for streamlined processing
  • Any purchase order approval flows will apply to the newly created order

Organisation administrators can now enable this permission for users. For more information, see Converting a quote to a purchase order.

New permissions​

Both functions include updated permission descriptions to clearly indicate they bypass requisitions, ensuring administrators understand the workflow implications when enabling these permissions.

Approval workflow enhancements​

Approval workflows ensure documents are reviewed and approved by the right people at the right time. We've introduced new flexibility for managing approvers during the approval process and refined escalation features to provide more reliable workflow progression.

Adding additional approvers​

Zudello's approval flows remove the need for manual approver assignment, but we understand that you may need flexibility from time to time. We've launched a new action that allows authorised users to add additional approvers to existing approval steps.

The new Add approver function provides:

• Enhanced approval flexibility

  • Authorised users can select one or more users to add to any open approval step
  • Works for steps in the current active milestone as well as future milestones
  • Users can only be added to open approval steps

• Smart restrictions

  • The system prevents adding users who are already assigned to the approval step
  • Submitters cannot be added if the approval step doesn't support self-approval

• Audit trail maintenance

  • A reason is required when adding new approvers
  • User details and reasons are displayed in the approval interface and included in approval history
  • Added users receive standard approval notifications immediately

For more information on this feature, see Adding additional approvers.

Enhanced escalation improvements​

Approval escalation helps ensure documents continue processing when approvers are unavailable. We've refined the Next Milestone escalation feature to provide more reliable workflow progression.

We've improved how the system handles fallback steps and milestones in escalated approvals:

• Streamlined escalation flow
  • Fallback milestones no longer escalate further using direct manager methods
  • Fallback milestones are now considered the final step in the approval flow
  • This prevents unexpected escalation behaviour and provides clearer workflow endpoints

The "Next Milestone" escalation feature is currently available for selected teams. To discuss enabling this feature for your team, reach out to support@zudello.com.

Authentication and user management improvements​

User authentication helps secure your Zudello account with multiple factors of verification. We've clarified the different types of two-factor authentication available and improved the user management interface.

Clearer two-factor authentication options​

We've updated the user management interface to better explain which types of two-factor authentication can be reset.

• App-based OTP (One Time Password)

  • Can be reset using the Zudello user management interface
  • Works with authenticator apps like Windows Authenticator and Google Authenticator
  • Button renamed to Remove OTP (from Authenticator apps) for clarity

• U2F (Universal 2nd Factor) and Passkeys

  • Cannot be reset through the Zudello interface
  • Includes Face ID, fingerprint, and Windows Hello authentication
  • Requires support assistance for reset

If you need help resetting two-factor authentication, please contact support.

Enhanced payment terms validation​

Payment terms help you manage cash flow by automatically applying due dates based on predetermined rules.

We've enhanced payment terms validation to work consistently across both the user interface and backend systems. This improvement provides warning-level validation messages to help you identify due date issues without needing to open each individual document.

For more information on using payment terms, see Supplier payment terms.

Enhanced document validation capabilities​

Document validation helps ensure information is accurate and complete before documents are processed. We've expanded validation support to include more document types and scenarios.

Landed cost validation support​

We've enhanced backend validation to handle landed cost tables for more comprehensive document checking:

• Comprehensive validation coverage
  • Field validations now work with landed cost tables
  • Supports required field validation for landed cost entries
  • Works alongside existing item table validations

Validation rule flexibility​

The following validation extensions now include landed cost lines automatically:

• Line total validation
• Document total validation (subtotals, tax, totals)
• Subsidiary and location requirements
• Required line validations
• Price validation for items

The following validation extensions exclude landed cost lines by default, but can be configured to include them:

• New line item validation

These enhancements are currently available for selected customer only. If you'd like to explore document validations for your team, please contact support@zudello.com.

Resolutions​

We're constantly working to refine Zudello functionality and ensure that we address any issues as soon as possible. As part of this release, we've made the following resolutions and improvements:

• We've expanded force approve functionality to automatically advance completed approvals, resolving an issue where approvals could become stuck with active milestones but no available actions.
• We've added a new Employee code field to employee records to support employee ID tracking, available when importing or exporting employee records and when exporting expense claims.
• We've fixed an issue that occurred email bodies contained unsupported data. We now sanitize email data before we store the email text.
• We've resolved an issue that occurred when we receive documents with over 100 pages.

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: 10 September 2025
Version: v3

Here's the latest summary of what's new and improved in Zudello, as well as what we resolved in the latest release.

In this release:​

• Improved approval navigation and processing
• Performance enhancements for document extraction
• New escalation options for approval workflows
• Document Studio improvements and more

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

New and improved​

Requests submodule navigation​

The Requests submodule allows you to quickly view and action all of your outstanding approvals in one place. We've improved the navigation experience when moving between documents to help you process approvals more efficiently.

Previously when navigating through approval requests in the Requests submodule, the navigation buttons would disappear when documents were refreshed after approval, making it difficult to move to the next pending approval.

The system now maintains your position in the queue even after documents are approved and moved to the next processing stage. This allows you to seamlessly move from one approval to the next, without needing to click out of each document and into the next.

Performance improvements​

We've made significant performance enhancements to improve processing speed and reliability of our document extraction, particularly during high-volume periods.

The system now uses smarter queue management to better handle large document uploads, and ensure fair processing for all teams. This means faster average document processing times and more consistent performance.

Enhanced tax number matching​

Supplier matching automatically links documents to the correct suppliers in your system, and is often driven by the extracted tax number on a document. We've improved how the system matches tax identification numbers such as ABNs to provide more accurate supplier recognition.

The system now correctly handles tax numbers that include dashes. This improvement ensures more reliable supplier matching, regardless of how the numbers are formatted on your documents.

New approval escalation options​

Approval workflows use automated escalations to ensure documents are processed within appropriate timeframes. We've introduced a new escalation method that provides more flexibility in who approvals are escalated to.

Next milestone escalation​

Instead of escalating only to direct managers, approvals can now be configured to escalate through your delegation of authority (DOA) structure.

• Automatic progression
  • When an approval times out, it automatically moves to the next appropriate approval milestone based on your configured approval limits
• Fallback protection
  • Configure fallback approvers to ensure approvals don't get stuck if they reach the end of the approval chain
• Streamlined setup
  • Reduces the need to maintain direct manager relationships in user records if you are already maintaining an approval DOA

How it works​

When an approval exceeds its time limit, the system evaluates your delegation of authority rules and creates the next required approval milestone. The original approver's response is marked as escalated, and the next level approvers receive urgent approval notifications.

If approvals reach the end of the approval chain, they escalate to your configured fallback approvers, who can force approve to ensure processing continues.

This enhancement is particularly useful for organisations with complex approval hierarchies or those who prefer approvals to follow spending authority limits rather than management reporting lines.

Enabling next milestone escalation​

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

Document Studio improvements​

Document Studio empowers you to customise how Zudello extracts data from your documents, ensuring maximum accuracy for your specific document types and formats.

We've resolved issues with system prompt availability and improved custom prompt functionality, including better handling of tax extraction when no tax is found in documents.

Document Studio is currently only available for selected teams. To discuss enabling Document Studio for your team, reach out to support@zudello.com.

Resolutions​

We're constantly working to refine Zudello functionality and ensure that we address any issues as soon as possible. As part of this release, we've made the following resolutions and improvements:

• We've resolved an approval issue where wildcard (empty) cells in delegation of authority (DOA) configurations weren't being applied correctly for header dimensions, such as suppliers.

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: 3 September 2025
Version: v3

Here's the latest summary of what's new and improved in Zudello, as well as what we resolved in the latest release.

In this release:​

• Enhanced payment terms with month-end options
• Expense management and budget improvements
• Document Studio enhancements and more

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

New and improved​

Enhanced payment terms​

Payment terms ensure your payment due dates are consistent and in line with supplier/customer agreements. We've introduced two new flexible payment term options to handle common month-end scenarios more effectively.

We've added the following payment term options:

• End of Month: Automatically sets invoice due dates to the last day of the current month
• End of Following Month: Automatically sets invoice due dates to the last day of the month after the invoice date

These options automatically adjust for different month lengths, eliminating the need to manually calculate due dates for months with varying numbers of days. The system handles all the complexity automatically, so you don't need to.

Expense management improvements​

Expense management helps you track, process, and approve employee expenses efficiently. We've continued investing in improvements to make expense processing more intuitive and consistent.

This release includes several key enhancements:

• Performance improvements
  • Additional optimisations to make expense processing faster and more responsive.
• Smart claim handling
  • When a claim is hard deleted, any linked expenses are automatically unlinked and reopened for processing. Similarly, when a claim is reopened (if the status is Ready or User Review), linked expenses automatically reopen as well.
• Enhanced field controls
  • Resolved an issue where certain GL Impact fields remained editable even when the section was configured as read-only.
• Improved validation experience
  • Fixed an issue where clicking the review button for validation errors didn't automatically open the related expense records.

These improvements are currently in alpha testing and are available only for selected teams. To discuss enabling these features for your team, reach out to support@zudello.com.

Budget management improvements​

Budget management helps you control spending and ensure costs stay within defined limits across your organisation. We've refined how the system handles budget lines to improve accuracy and prevent unintended budget matching.

Improved handling of budget lines without dimensions​

Previously, a budget line without any dimensions assigned would be matched to all transaction lines within the relevant date range. We've updated how the system processes these budget lines to avoid incorrect matching:

• Enhanced validation
  • Budget lines without any dimensions are now considered invalid and won't match transactions
• Accurate attribution
  • Only budget lines with at least one dimension will match and track related transactions
• Cleaner reporting
  • This prevents accidentally broad budget matching that could skew your budget reporting

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

Document Studio improvements​

Document Studio empowers you to customise how Zudello extracts data from your documents, ensuring maximum accuracy and efficiency for your specific document types and workflows.

We've made several significant enhancements to provide more flexibility and better performance:

• Multiple workflows per module and submodule
  • You can now create different extraction rules for different document types within the same category (such as stock invoices versus overhead invoices)
  • You can configure precise extraction workflows for each of your specific supplier formats and document requirements
• Reduced processing option for faster performance
  • You can enable reduced processing for workflows where you only need information from key pages
  • When this is turned on, the system processes only the first, second, and last pages of documents to reduce processing time
• Enhanced workflow management interface
  • We've improved list views and workflow screens for easier navigation
  • You can toggle between different versions of workflows while maintaining a clean, organised view

Document Studio is currently only available for selected teams. To discuss enabling Document Studio for your team, reach out to support@zudello.com.

Resolutions​

We're constantly working to refine Zudello functionality and ensure that we address any issues as soon as possible. As part of this release, we've made the following resolutions and improvements:

• We've improved how the system handles approval processes during temporary connectivity issues to prevent approvals from getting stuck
• We've upgraded infrastructure components to enhance extraction processing performance
• We've resolved an issue where automation history would sometimes incorrectly show actions as completed when they had actually failed
• We've improved how automations handle datasets that contain empty user or user group rows
• We've addressed an issue where some invoice uploads were incorrectly being assigned to the purchasing module
• We've enhanced how the system processes search queries containing quotation marks to prevent syntax errors
• We've removed unnecessary location and subsidiary options from non-transaction records to streamline the user interface

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: 27 August 2025
Version: v3

Here's the latest summary of what's new and improved in Zudello, as well as what we resolved in the latest release.

In this release:​

• Bulk tagging capabilities
• Importing field enhancements
• Search result improvements and more

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

New and improved​

Enhanced bulk processing capabilities​

Bulk actions help you efficiently manage multiple documents or records at once, saving time when working with large volumes of data. We've expanded our bulk processing functionality to give you more flexibility in document management.

Bulk tagging for all records​

You can now add or remove tags from multiple records simultaneously using our new bulk tagging feature.

• Universal availability: Works across all document types and statuses, making it simple to categorise transactions regardless of where they are in your workflow
• No additional permissions required: If you can view the record, you can apply bulk tagging actions
• Flexible tag management: Choose to either add specific tags to selected items or remove existing tags as needed

• Status-independent operation: Unlike other bulk actions, tagging is available on records in read-only status types such as Completed

This enhancement is particularly useful for teams who need to categorise large volumes of transactions.

Importing improvements​

Document importing helps you efficiently upload large volumes of data into Zudello using CSV files and structured formats. We've continued enhancing our importing capabilities with additional field support and ongoing reliability improvements.

Expanded field support​

We've added support for the Interval count field when importing budgets, providing more comprehensive budget management capabilities when bulk importing data.

Ongoing system refinements​

We continue testing and refining the importing system to identify and resolve any remaining issues, ensuring reliable data uploads for all supported formats and field types.

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 item searches returned duplicate results when the same SKU appeared in both the primary and alternative SKU fields
• We've fixed an issue where delegation of authority (DOA) approvals could get stuck in Unable to Process status due to allocation-related automation errors
• We've improved how the system handles approval processes during temporary database connection issues, with additional stability improvements planned for future releases

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: 20 August 2025
Version: v3

Here's the latest summary of what's new and improved in Zudello, as well as what we resolved in the latest release.

In this release:​

• Email matching for user assignment
• Smarter document defaults
• Next generation expenses
• Bulk action refinements and more

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

New and improved​

Enhanced automation capabilities​

Zudello's automations help streamline your document processing by automatically applying business rules and workflows. We've introduced powerful new automation features to reduce manual work and improve accuracy.

Find and assign users automatically​

We've launched a new automation action that automatically finds and assigns users based on email addresses in your documents:

• Automatic user matching

  • The system can now find users by email address from fields like the sender (From email) field
  • Automatically adds matched users as assignees on documents

• Smart error handling

  • The automation continues smoothly even if no email is present or no matching user is found, preventing unnecessary workflow disruptions

This enhancement is particularly useful for automatically routing documents to the right team members based on who sent them.

Enhanced approval workflows​

Zudello's approval system ensures documents are reviewed by the right people at the right time.

When a document is rejected, the rejection reason is now automatically posted to the document's chat.

This provides better visibility when approvals are restarted after resubmission, and ensures integrity and accuracy of approval audit trails.

Document type configuration enhancements​

Document types help you customise forms and workflows for different kinds of transactions. We've improved how the system handles default document type to reduce the need for manual adjustments.

Smarter default application during enrichment​

Document enrichment automatically applies coding rules and defaults to reduce manual data entry. We've enhanced when and how document type defaults are applied:

• Automatic default application

  • Document type defaults are now applied during the enrichment process. This occurs in the background before you open a document.
  • This removes the case where validation errors appear in the submodule view, but disappear when you open the document.

• Enrichment order of operations

  1. Keyword coding rules
  2. Supplier/customer/item matching
  3. Allocations auto-filling
  4. Apply coding defaults (employee, user, inbox, subsidiary, location, item, supplier/customer)
  5. Document type defaults

• Smart field population

  • The enrichment process runs in the order above, but only fills empty fields (unless force overwrite is enabled).
  • This leaves any previously set values from other rules unchanged, ensuring general defaults like document defaults don't overwrite more specific defaults like item default coding.

For more information on automated coding rules, see Keyword coding rules, Supplier default coding, and Item default coding.

Improved document conversion handling​

Document conversion helps transform one document type into another, such as converting quotes to purchase orders. We've refined how the system handles automation events during conversion to prevent conflicts.

Streamlined event handling​

The system now raises appropriate events based on document origin:

• System created documents

  • Only raises a Converted event when converted

• Uploaded or emailed documents

  • Only raises an Extract event when converted

This prevents conflicting automations from trying to update the same record simultaneously, eliminating deadlock issues.

Export template enhancements​

Export templates help you extract data from Zudello for reporting, analysis, or integration with other systems. We've added new fields to provide better document tracking and reference capabilities.

URL fields​

You can now include Zudello document URLs in your exports:

• Short URL: Direct link to the record within Zudello
• External URL: Reference link to related records in your ERP (only when populated by integrations)

This makes it simple and easy to reference specific Zudello transactions from exported spreadsheets or reports.

Extracted SKU field​

We've added the extracted SKU field to transaction exports:

• Available in purchasing, sales, and receipt exports
• Shows the original SKU as extracted from documents

Note: This field is only populated for transactions processed after the date of this release.

Email processing improvements​

Email processing helps automatically capture and process documents sent to your Zudello inboxes. We've enhanced duplicate handling and added new reprocessing capabilities.

Enhanced duplicate detection​

The system now provides more transparency when emails are blocked due to duplicates:

• Links to the existing document that triggered the duplicate check
• Connects the email to the existing document for easy review

• Adds quick filters and labels in the inbox for finding duplicates

Reprocess action​

You can now reprocess emails without requiring them to be resent:

• Available when the original document has been deleted
• Automatically creates new transactions and sends them for extraction
• Eliminates the need to ask senders to resend documents

This is particularly useful when documents need to be processed by different team members or when the original sender isn't the authorised approver.

Required permissions​

To reprocess documents you need the following permissions:

• Reprocess permission for the relevant module
• E.g. Purchasing Reprocess

Expenses improvements​

We're making significant investments in improving the expense management experience:

Streamlined claim validation​

Claims now validate all linked expenses automatically when submitted:

• View validation issues for all expenses directly from the claim
• No need to open individual expenses to check for problems
• Configurable validation rules including:
• Matching employee records across claim and expenses
• Consistent expense types (e.g. card spend vs personal spend)

Simplified expense editing​

We've removed unnecessary complexity from the expense editing process:

• For claims in Approval status, the editability of all linked expenses is now derived from the claim milestone settings
• This is combined with unlock permissions for better control
• Eliminates the need to reopen both expenses and claims to make edits

Automatic status synchronisation​

Expense statuses now automatically update to match their linked claims:

• Expenses follow claims through approval statuses
• Automatic status updates for completed or rejected claims
• Unlinking expenses from claims automatically reopens them for further editing

Improved user experience​

Several enhancements to reduce clicks and improve workflow:

• Optional confirmation prompts for dimension summary updates
• Simplified reject function without email requirements
• Better handling of expenses without policy issues

These improvements are currently in alpha testing and are available only for selected teams. To discuss enabling these features for your team, reach out to support@zudello.com.

Bulk processing enhancements​

Bulk actions help you efficiently process multiple documents at once. We've improved the user experience for bulk approvals and submissions. Users can now easily deselect specific records after making their initial bulk selection, providing more precise control over which documents are processed.

This removes the need to exit the bulk submit or bulk approval modal and reselect the records for submission.

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:

• Enhanced security by automatically rejecting emails with malicious file attachments and posting notifications to the email thread
• Resolved an issue where supplier email validation was incorrectly blocking document submission even when email validation wasn't enabled
• Fixed circular delegation loops that could cause authentication and team data errors
• Improved persistence of default status settings for create and revert actions
• Enhanced synchronisation between landed cost tables and item tables, preserving custom fields while updating matching fields
• Various performance improvements to backend processing

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: 7 August 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​

Enhanced delegation of authority (DOA) dataset handling​

Delegation of authority (DOA) datasets drive your approval workflows by determining who needs to approve transactions. We've improved how the system handles situations where approval automations don't find any matching dataset rows for a given transaction.

Skip line if no match handling​

We've adjusted the exception handling behaviour for DOAs set to Skip line if no match:

• If the system can find a match for at least one row of the transaction, it's considered successful
• If no applicable rows are found in the dataset, the document moves to Unable to Process status with an explanatory notice

Exception handling for DOAs set to Skip sentence if no match or Fail if no match remains unchanged.

Improved handling of misconfigured dataset rows​

We've also improved our handling of dataset rows with empty limit or user fields:

• Empty dataset rows are automatically ignored instead of causing system errors
• This prevents common configuration mistakes from disrupting your approval workflows

Enhanced document coding capabilities​

Document coding helps you automatically populate transaction fields based on extracted document information, reducing manual data entry and ensuring consistent coding. We've significantly expanded document coding capabilities to give you more automation options.

Document type automation based on keywords​

You can now automatically set document types (forms) based on keywords found in your documents:

• Keyword-based document type assignment
  • Configure rules that automatically assign the correct document type when specific keywords are detected
  • Combine with module and submodule context for more precise automation
  • Opens up new customer-facing automation possibilities you can configure yourself

Custom field support​

Document coding now supports custom fields as both trigger and target fields:

• Custom field triggers
  • Use custom fields as the source field to search for keywords
• Custom field targets
  • Automatically populate custom fields based on detected keywords
• Enhanced workflow integration
  • Works with Document Studio to create custom questions that can be used in coding rules
  • Enables more sophisticated document type assignment beyond a single default document type per supplier
  • Reduces manual data entry during document review

Improved contact matching and enrichment​

Document enrichment helps ensure consistent supplier and customer information across your transactions. We've enhanced the contact matching process to provide more accurate and complete document information.

When the Force overwrite setting is enabled for supplier/customer information, the system now automatically updates document details to match the details on record for the linked supplier or customer:

• Enhanced field overwriting

  • Company name, tax number, email, and phone details are automatically populated from supplier/customer records
  • This helps correct extraction inconsistencies such as slightly incorrect ABN numbers or company names affected by logo interference
  • Only overwrites when supplier/customer records contain information

• Protected fields

  • Company reference and bank account details remain unchanged to preserve document-specific information
  • Ensures critical payment information isn't inadvertently modified

This enhancement ensures your transaction records maintain accurate supplier and customer information, without any additional manual review.

Importing improvements​

Document importing helps you efficiently upload large volumes of data into Zudello using CSV files and other structured formats. We've continued enhancing our importing capabilities with new features and better reliability.

Placed By user support​

You can now import and set the Placed By user field for transactions like purchase orders. This is particularly useful for migrating purchase orders, when you need to maintain accurate procurement owner records.

You can import the Placed by user by creating a column with their email addresses in your import file. During import, Zudello will search for a user with the same email address, and apply it.

Intelligent default application​

The system now automatically applies configured defaults when document types or statuses aren't provided. When you don't specify document types or statuses in your import files, and haven't made bulk selections or mapped these fields, Zudello will automatically apply your configured defaults. This smart handling only applies defaults to new transactions and won't overwrite existing values.

Streamlined bulk status updates​

For CSV-based workflows, we've introduced a quick process for bulk transaction status updates:

1. Create export templates that include only transaction UUIDs
2. After processing transactions in your external accounting system, export the UUID list
3. Upload this file via the Imports tab in Zudello, and select your desired status
4. Map the UUID column in your CSV to the UUID field in Zudello if it is not automatically recognised
5. Zudello will bulk update all the transactions

For more help with importing, see our how-to guide on Importing

Enhanced bulk transaction imports​

We've improved bulk transaction imports with flexible column ordering. You can now mix transaction header and line columns in any order within your import files, rather than being required to group all header columns before line columns. This provides more flexibility in how you structure your import files.

Enhanced validation capabilities​

Data validation helps ensure information is accurate and complete before documents are processed. We've significantly expanded our validation system to provide better data quality controls across more scenarios.

Custom field validation support​

Validation now works with both custom header and custom line fields. You can apply validation rules to all custom field types including text, number, and select fields. These validations work across both document headers and transaction lines, ensuring data completeness for your specific business requirements.

Required if validation enhancements​

We've expanded conditional validation capabilities with Required if conditional logic. You can now mark fields as required only when specific conditions are met.

The system also considers Visible if rules and automatically suppresses required validations when fields aren't visible to users. This provides flexible validation that adapts to your document workflows.

Approval validation enforcement​

Validation errors are now fully enforced during approval processes. When validation errors exist, the system will:

• Block both standard approve and force approve actions
• Prevent approval actions from external sources such as email approval links
• Stop automated approval actions like "Apply previous response" or "Auto approve submitter"

New expense-focused validations​

We've introduced specialised validation options for expense management. These ensure all expenses on a claim have passed their individual validations, verify that card spend expenses are properly reconciled to payments, and confirm all expenses on a claim have consistent employee and expense type information.

Enhanced email validation​

Email validation has been refined for better usability. The system now only validates fields that actually contain values, so empty email fields aren't flagged as invalid. You can combine email validation with "Required" validations if you need both valid and mandatory email addresses.

Email validation now also works on non-transaction resources such as supplier email fields.

For more information on using and understanding validations, see our guide on Document validations

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: 29 July 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​

Enhanced automation capabilities​

Zudello's automations help you reduce manual data entry by automatically setting field values based on your business rules. We've expanded automation capabilities to support custom fields, giving you more flexibility in your document processing workflows.

Custom field automation support​

You can now create automation rules that set values for basic custom fields across both document headers and transaction lines. This includes the following field types:

• Text fields
  • Automatically populate text-based custom fields
• Number fields
  • Set numeric custom field values
• Date fields
  • Apply date values to custom date fields
• Checkbox fields
  • Control boolean custom field settings

Module-specific document coding​

Document coding helps automatically populate transaction fields based on extracted document information. We've enhanced document coding to support module-specific rules, allowing you to apply different coding logic across your various business processes.

You can now configure document coding rules to apply only to specific modules and submodules:

• Context-specific rules
  • Set rules that only apply in specific areas like Expenses or Purchasing
• Flexible configuration
  • Choose which modules and submodules each rule should affect

• Backwards compatibility
  • Rules without module context will continue to apply across all modules as before

This enhancement allows you to create more precise coding rules that match your specific business workflows for different document types.

Enhanced document viewing options​

Document viewing helps you review and work with your uploaded documents efficiently. We've restored and improved document viewing options to give you better access to different document formats and information.

Expanded viewing capabilities​

All users now have access to multiple document viewing options through an enhanced viewing menu:

• Original view
  • Shows documents converted to images for faster loading
• OCR Text view
  • Displays the text that Zudello extracted from your document, helping you understand what information the AI processing identified
• Uploaded Document view
  • Provides access to the original PDF format for easy text copying, annotation, rotation, downloading, and printing

Improved menu design​

With the addition of this new menu, the document viewer will now have two menus:

• Three-dot menu (...)

  • Gives you access to various actions you can take on documents

• Chevron menu (arrow down)

  • Gives you access to different ways of viewing the same document

Unlock permission for approvals​

Approval workflows ensure documents are reviewed and approved by the right people at the right time. We've introduced new permission controls to give you finer control over who can edit documents during the approval process.

We've added a new permission system that requires users to explicitly unlock documents before editing them during approvals:

• Enhanced security
  • Prevents accidental edits by requiring an intentional unlock action
• Granular control
  • Administrators can control which users have unlock permissions separate from general editing permissions
• Performance improvement
  • Reduces system load by minimising unnecessary update calls during the approval process

Seamless transition​

To ensure continuity, we've automatically granted unlock permissions to all users who currently have update permissions. Administrators can adjust these permissions as needed for their specific workflow requirements.

Improved approval visibility​

We've enhanced how approval information is displayed to make it easier to track approval status without additional user interactions.

• Always-visible responses
  • Approval responses are now permanently displayed on screen instead of requiring hover actions
• Streamlined interface
  • The Others section remains collapsed by default for a cleaner view while keeping essential information visible

Enhanced rejection workflow​

Document rejection helps you return documents to suppliers or submitters when issues need to be resolved. We've improved the rejection feature to make the process more intuitive and automatic.

Intelligent email handling​

The system now automatically determines the appropriate recipient for rejection emails:

• Primary contact
  • Uses supplier or customer email addresses from the document when available
• Fallback lookup
  • Searches linked supplier or customer records for email addresses if document fields are empty
• Module-aware display
  • Shows Supplier or Customer labels based on the module you're working in

Configuration improvements​

We've made several enhancements to system configuration options to improve usability and reduce setup complexity.

Enhanced default document types​

Setting up default document types against suppliers and customer is now more intuitive with dropdown menus for:

• Module selection: Choose the appropriate module from a dropdown
• Submodule selection: Select the relevant submodule
• Document type selection: Pick the specific document type

Inbox management improvements​

For organisations with multiple inboxes, we've added features to help you find and manage inboxes more efficiently:

• Search functionality: Quickly find specific inboxes by name
• Alphabetical sorting: Inboxes are now sorted alphabetically for easier browsing
• Quick access: The first five search results are pinned for convenient access

Better team management​

We've improved how the system handles default team settings to reduce confusion and prevent accidental changes:

• Smart team loading
  • The system now prioritises your default team when displaying settings
• Production team priority
  • If no default is set, production teams are shown before sandbox environments
• Visual indicators
  • Team type icons help you identify when you're viewing sandbox team settings

Card reconciliation enhancements (limited customers only)​

Card reconciliation helps you match credit card transactions with expense records for accurate financial reporting and expense management. We've expanded the reference field display to make it easier to identify and match payments.

Card reconciliation is currently only available for a selected number of teams. Reach out to support@zudello.com to discuss enabling this feature for your team.

Document Studio improvements​

Document Studio empowers you to customise how Zudello extracts data from your documents, ensuring maximum accuracy for your specific document types and formats. We've enhanced extraction capabilities to capture more supplier and contact information.

Enhanced contact extraction​

We have made improvements to how Document Studio extracts and populates supplier, merchant, and contact name information, providing more complete data capture from your documents.

Document Studio is currently only available for a selected number of teams. Reach out to support@zudello.com to discuss enabling Document Studio for your team.

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 hover messages showed incorrect submodule information when opening transactions from related documents (for example, opening a receipt from a purchase order now correctly shows "receipt" in the hover message)
• We've fixed an issue where expenses on claims were incorrectly numbered in some cases

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: 16 July 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​

Enhanced document status controls​

Document status management helps control what actions are available based on where documents are in your workflow. We've improved status controls to prevent inappropriate actions on documents that have been completed or closed.

We've removed the following actions from documents in Rejected, Deleted, or Closed type statuses:

• Create a goods receipt
• Change team
• Archive
• Mark as complete without processing

These actions will no longer be available for the following statuses:

• Rejected Type
  • Rejected
  • Duplicate
• Deleted Type
  • Deleted
• Closed Type
  • Closed
  • Archived

This enhancement ensures that completed or rejected documents maintain their final status and prevents accidental processing of documents that have already been finalised.

Importing improvements​

Document importing helps you efficiently upload large volumes of data into Zudello using CSV files and other structured formats. We've continued enhancing our importing capabilities to make the process more reliable and flexible.

SKU-based item updating​

You can now update item records using SKU as the primary identifier when importing. The importing tool will:

• Update existing items when it finds a matching SKU
• Create new items when no matching SKU is found
• Fail the import if multiple items share the same SKU (to maintain data integrity)

If your team intentinally uses duplicate SKUs, you'll need to use the UUID or External ID field for updating records.

Intelligent field mapping​

We've added automatic field mapping suggestions based on your upload file column names:

• Exact matches: "supplier_code" or "Supplier Code" maps to the supplier_code field
• Close matches: "lines_sku" or "Lines Sku" maps to the lines_sku field
• The system performs basic matching but won't make assumptions for partial matches

Other changes​

• Import tracking: The system now displays which user created each import for better audit tracking
• UTF-8 encoding: CSV files must be saved in UTF-8 format (Windows-1252 encoding is no longer supported)

Approval and notification improvements​

Approval workflows ensure documents are reviewed and approved by the right people at the right time. We've enhanced our approval system with new bulk reminder capabilities and improved notification content.

Bulk approval reminders​

Users with the appropriate permissions can now send reminder notifications to multiple approvers simultaneously:

Users can navigate to the relevant submodule and select the approvals they want to send reminders for. They can then click the Send Reminder button, and use the bulk actions modal to send reminders.

Reminders can run in the background, allowing users to close the bulk actions modal and continue with other tasks. For more information see Approval reminders.

Enhanced approval notifications​

We've improved the information displayed in approval notification emails:

The following dimension information is now included for relevant documents:

• Project task
• Unit of measure
• Payment method
• Mileage rate
• Expense category
• Currency

We have also made the following formatting improvements for better readbility:

• Dimensions are sorted alphabetically
• Large amounts now display with thousand separators

Enhanced email processing​

Email processing helps automatically capture and process documents sent to your Zudello inboxes. We've made it easier to identify email sources and destinations for automation and document coding purposes.

When documents are received via email, Zudello now automatically sets the following new fields on the transaction:

• From address (Sender): The email address that sent the document
• Original recipient (Inbox): The Zudello inbox email address that received the document

These new fields open up a number of automation possibilities, including:

• Automatically coding documents to specific dimensions based on sender or inbox
• Assigning documents to specific users based on which inbox received them
• Setting up conditional workflows based on email source

Quick Actions improvements​

Quick Actions help you perform common tasks efficiently across different areas of Zudello. We've added more control over where Quick Actions appear within your system.

You can now control which modules and submodules display specific Quick Actions by adding context settings (similar to automation actions or field manager settings):

• No context: Quick Action appears everywhere (existing behaviour)
• With context: Quick Action only appears in specified module/submodule combinations

This enhancement allows you to create more targeted Quick Actions that appear only where they're most relevant.

Automation improvements​

Automation helps streamline your document processing by automatically applying business rules and workflows. We've enhanced error handling to make issues more visible and easier to resolve.

Improved error processing​

When automations encounter errors, the system now provides better visibility and handling:

• Enhanced error detection:

  • Errors that occur during database operations (not just action failures) now properly update document status
  • Documents with automation errors are moved to "Unable to Process" status
  • Error messages are displayed in the header banner for immediate visibility

• Resolved error scenarios:

  • Fixed issues with consolidate actions when lines are linked to allocations and budgets
  • Resolved problems with incorrect payload construction
  • Improved handling when values like suppliers are unintentionally cleared

• Better logging:

  • Expanded logging capabilities for easier troubleshooting and investigation
  • Improved traceability for automation-related issues

Enhanced duplicate document handling​

Duplicate document detection helps prevent processing the same document multiple times and avoids potential double payments. We've improved how the system handles duplicates to provide more flexibility in document management.

Smart duplicate checking​

The system uses SHA (Secure Hash Algorithm) codes to create unique fingerprints for each file. Previously, when a potential duplicate was detected, the system would block all duplicate uploads, requiring permanent deletion of the existing document.

The system now checks the duplicate transaction's status:

• If the existing document status is Deleted, the new upload is accepted
• This allows you to replace deleted documents while maintaining duplicate protection for active documents

For more information about managing duplicates, see our guide on Duplicate documents in Zudello.

Statement improvements​

During statement reconciliation, the auto-matching feature now ignores transactions in Deleted status, ensuring only active invoices and credit notes are considered for matching.

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:

• Resolved an issue where staff user names weren't always properly anonymised in budget submissions and resource comments
• Re-enabled the ability to use the @ symbol when adding users via the chat modal, with improved user selection using Enter or Tab keys
• Fixed an issue where the Dimension Summary section remained editable on read-only approval documents
• Resolved a permission error with the Place Order action when users lacked purchase order update permissions
• Fixed an issue where Payment Method was incorrectly prefilled into transaction lines instead of headers when configured as a supplier default
• Improved handling of Excel files that cannot be converted to PDF, preventing ingestion crashes
• Enhanced error handling to properly mark unprocessable documents as UNSUPPORTED or prevent transaction creation for problematic email uploads

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: 2 July 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​

Enhanced item alternatives management​

Item alternatives let Zudello automatically recognise different codes that suppliers and customers use for the same products, reducing manual data entry and improving processing accuracy. We've made significant improvements to how the system searches for and manages existing item alternatives.

We've enhanced the search functionality when assessing potential new item alternatives, particularly when an item has existing alternatives linked to other suppliers or customers. This improvement ensures more accurate matching and reduces duplicate alternative creation, making your item management more efficient and reliable.

Importing improvements​

Document importing helps you efficiently upload large volumes of data into Zudello using CSV files and other formats. We've continued enhancing our importing capabilities with several key improvements to make the process more reliable and user-friendly.

Enhanced importing reliability​

We've upgraded our importing tool to use new backend technology, resolving several issues with the previous system:

• Improved document type handling: The system now correctly sets document types during import, eliminating previous inconsistencies
• Better error handling: Resolved issues where imports would stall without providing error messages to users
• Enhanced UUID validation: Improved handling of invalid UUID entries during import

Code-based resource updates​

Previously, to update records you needed to provide the UUID or external ID of each record. We've now added the ability to import and update resources using the code field for matching, making it easier for end users to manage existing data via imports.

Enhanced filtering capabilities​

Filtering helps you quickly locate specific transactions and documents within your system. We've expanded filtering options and improved the user experience for finding the information you need.

Improved quick filters and better display​

Quick filters are always visible when you open the filtering tab, and allow you to quickly drill down to the documents you need.

We've also improved the display of very long filter names, particularly for approval-related filters.

New allocation filters​

We've added allocation-related fields to the filtering options, making it easier to track transaction matching status:

• Allocation statuses: Filter by current allocation status
• Variance amounts and percentages: Find transactions with specific variance levels
• Remaining amounts and percentages: Identify partially allocated transactions
• Discrepancy amounts and percentages: Locate transactions with matching discrepancies

Enhanced approval filters​

We've expanded approval filtering capabilities to help you manage workflow status more effectively:

• Filter by specific milestone names or statuses
• Filter by step names or statuses
• Filter by associated approvers
• Filter by approval responses or reasons

Available approval statuses and responses:

• PENDING (response and status)
• ESCALATED (response and status)
• DELEGATED (response only)
• FORCED (response only)
• CHANGED (response only)
• APPROVED (response and status)
• REJECTED (response and status)

Approval and notification improvements​

Approval workflows ensure documents are reviewed and approved by the right people at the right time. We've made several enhancements to improve the approval experience and ensure proper workflow management.

Automatic approval cleanup​

We've improved how the system handles archived or completed documents with open approvals:

• Automatic clearing
  • When documents change from "Approve" status to any other status type (such as Archive or Mark as Completed), the system automatically clears any open approvals
• Improved reporting accuracy
  • This ensures approval reporting correctly reflects actual outstanding approval actions
• Reduced unnecessary notifications
  • Prevents escalation and reminder notifications for archived or completed documents

Open approvals are defined as active and future milestones, including all their steps and responses. Previously approved or rejected milestones are preserved for historical tracking.

Enhanced approval notifications​

We've improved the approval notification system:

• New approver notifications
  • When you manually change an approver, the system automatically sends approval required notifications to the newly assigned approver
• Expanded reminder options
  • Manual reminders are now available for escalated approval steps
• Improved claim notifications
  • Enhanced handling of claim notifications to avoid showing "unavailable" or "unknown" placeholders when key information is missing

Document coding improvements​

Document coding helps you automatically populate transaction fields based on extracted document information, reducing manual data entry and ensuring consistent coding. We've enhanced the document coding configuration to prevent invalid setups and provide clearer error messaging.

Improved field selection​

We've refined which fields can be used in document coding rules:

• Source fields
  • Limited to only text fields that can be populated by the extraction pipeline
• Target fields
  • Filtered to show only writable fields, excluding system-controlled fields like:
    • User and system date fields (e.g. Created at, Created by)
    • System-controlled fields (e.g. Budget status, Allocation status)
    • Sub-resources that can't be directly updated

Enhanced error messaging​

We've reformatted error messages for invalid document coding rules to make them easier to read and understand, helping you resolve configuration issues more quickly.

Price Books improvements (limited customers only)​

Price management helps you maintain accurate pricing across different suppliers, customers, and business dimensions. We've continued enhancing our Price Books feature with new capabilities for managing complex pricing scenarios.

Dimension-specific pricing management​

Building on our basic implementation, we've added advanced pricing capabilities:

• Accept pricing workflow
  • Ability to accept pricing when managing dimension-specific pricing (such as Subsidiary or Project pricing) without overwriting existing prices
• Bulk import and export
  • Full support for importing and exporting item pricing records via the user interface

Price Books are currently only available for a selected number of teams and require additional implementation. Reach out to support@zudello.com to discuss enabling this feature for your team.

Reporting enhancements (limited customers only)​

Business intelligence and reporting help you gain insights into your document processing workflows and business performance. We've made improvements to enhance the reporting experience and provide better navigation capabilities.

Enhanced report exports​

We've improved how the system handles URLs and links when exporting reports:

• Better CSV and Excel exports
  • Enhanced handling of document URLs and links in exported data
• Approval dashboard improvements
  • Added document URLs and links to the approval dashboard, allowing users to easily navigate directly to transactions requiring attention (such as pending approvals)

Reporting is currently only available for selected teams. Reach out to support@zudello.com to discuss enabling this feature for your team.

Card Reconciliation improvements (limited customers only)​

Card reconciliation helps you match credit card transactions with expense records for accurate financial reporting and expense management. We have launched this new feature with selected customers and have made several enhancements based on initial feedback.

Enhanced expense management​

• Payment method visibility
  • Added the Payment method field as a column to the payments submodule table view for better transaction tracking
• Improved filtering
  • Added an additional filter to the card reconciliation screen specifically for Card Spend expenses

Smart default filters​

We've implemented intelligent default filters that users can modify as needed:

• Payment method matching:

  • Filters expenses by the selected Payment Method for reconciliation
  • Includes expenses without a Payment Method set
  • Can be disabled to show expenses regardless of payment method

• Card spend filtering:

  • Filters expenses by Expense Type = Card Spend
  • Can be disabled to show all expenses regardless of type
  • Both filters can be removed by clicking the 'x' if not needed

Card reconciliation is currently only available for a selected number of teams. Reach out to support@zudello.com to discuss enabling Document Studio for your team.

Document Studio improvements​

Document Studio empowers you to customise how Zudello extracts data from your documents, ensuring maximum accuracy for your specific document types and formats. We've added new extraction capabilities to capture more information from your documents.

Enhanced extraction capabilities​

We've expanded Document Studio's ability to extract information from transaction documents:

• Transaction Line Notes support
  • Document Studio now supports extracting notes from individual transaction lines

Document Studio is currently only available for a selected number of teams. Reach out to support@zudello.com to discuss enabling Document Studio for your team.

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 resolved an issue where logos with identical names would overwrite each other across different teams, ensuring each team's branding remains distinct.

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: 25 June 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 item management features​

Item management helps you maintain your product catalogue and ensure accurate coding across all transactions. We've launched two new item management features to let how you create and manage items directly from the document viewer.

Create new item flow​

You can now create new items directly while processing documents. When this setting is enabled, you'll see a + icon when searching for items in your catalogue.

Clicking the + icon will:

• Open a new item modal
• Prefill key information from the transaction line, including SKU, description, and pricing
• You can then add additional relevant information before saving the new item

This eliminates the need to leave the document viewer and navigate to the Items submodule to create missing items. Reach out to support@zudello.com to discuss enabling this feature for your team.

Create item alternatives flow​

When suppliers or customers use different codes than your internal product codes, Zudello's Item alternatives automatically recognises these alternative codes and match them to the corresponding items.

To make onoing item management easier, Zudello now allows you to add new Item Alternatives straight from the document viewer. If you manually link an item to a transation line:

• Zudello checks if the extracted code matches any existing item alternatives
• If no match is found, you'll see a warning with the option to create new item alternatives
• You can save all suggested alternatives or deselect unwanted options
• The system automatically populates supplier or customer fields for the new alternatives

Enhanced Extraction Process​

To support item alternative creation, we've improved our extraction process:

• The system now captures both the original extracted code and the matched item code
• When items are linked to transaction lines, the line code is automatically updated to match the linked item
• The extracted item code is still saved against the document, to ensure all originally extraced data remains available, even after alternatives are applied

Price Books (Limited customers only)​

Price management helps you maintain accurate pricing for validation and automation across different suppliers, customers, and business dimensions. We're excited to announce the limited release of our new Price Books feature.

Price Books make it simpler for you to:

• Manage specific pricing arrangements: Configure and manage fixed item pricing for specific suppliers, customers, locations, or projects
• Automate pricing application: Automatically apply the correct pricing when creating requisitions or purchase orders
• Validate invoice pricing: Compare received invoice prices against your negotiated rates to ensure accurate billing
• Support complex pricing scenarios: Handle multiple pricing dimensions and hierarchies

Key capabilities​

• Flexible pricing dimensions: Configure pricing by supplier, customer, subsidiary, project, or combinations thereof
• Automatic price prefilling: Populate correct pricing when creating new transactions
• Price validation: Compare invoice prices against configured rates with customisable tolerance levels
• Comprehensive search and filtering: Easily find and manage pricing across large catalogues

Price validation enhancements​

We've upgraded our price comparison capabilities with a new validation system that checks prices in order of priority:

1. Price Book pricing (most specific and relevant)
2. Supplier/Customer specific pricing (legacy feature, to be deprecated)
3. Line pricing (customer-specific retail pricing)
4. Item pricing (standard purchase or sell prices)

The system displays clear indicators showing whether prices match, are higher, or lower than expected, with detailed context available on hover.

Price Books are currently only available for a selected number of teams and require additional implementation. Reach out to support@zudello.com to discuss enabling this feature for your team.

Importing improvements​

Document importing helps you efficiently upload large volumes of data into Zudello. We've significantly upgraded our importing infrastructure to provide better reliability and expanded functionality.

Enhanced importing engine​

• Improved reliability: Resolved issues where imports would stall without error messages
• Better document type handling: Fixed problems with document type assignment during import
• Enhanced error reporting: More detailed feedback when imports encounter issues

Expanded date format support​

You can now import data using additional date formats:

• YYYY-MM-DD
• YYYY/MM/DD

Flexible resource updating​

• Code-based matching: Update existing resources by matching the code field, eliminating the need to provide UUIDs or external IDs
• Improved data integrity: The system prevents duplicate matches by failing imports when multiple records share the same code

We're continuing to test and refine the importing system to identify and resolve any remaining issues in upcoming releases.

Enhanced virus scanning​

Document security is essential for protecting your business data. We've improved our virus scanning capabilities to provide better protection against corrupted and malicious files.

The enhanced virus scanning now:

• Rejects unsafe files: Automatically blocks corrupted and malicious files during manual upload
• Provides clear feedback: Shows error warnings when files are rejected
• Protects all upload methods: Covers manual uploads, email attachments, and API submissions

This improvement helps maintain the security and integrity of your document processing workflows.

Reporting (Limited customers only)​

Business intelligence and reporting help you gain insights into your document processing workflows and identify opportunities for improvement. We're excited to announce the alpha release of our new Reporting suite.

Key features​

• Comprehensive dashboards: Access pre-built reporting dashboards covering key business areas
• Flexible filtering: Filter reports by date ranges, users, submodules, and other dimensions
• Export capabilities: Download individual charts and reports to Excel or CSV formats
• Real-time insights: Refresh dashboards on demand to see the latest data

Available dashboards​

Approval Dashboard

• Track pending approvals by user and submodule
• Monitor escalations, forced approvals, and rejections over time
• Analyse approval response times and identify bottlenecks
• Review detailed approval histories with searchable data

Accrual Dashboard

• Monitor business expenses recorded before payment
• Track documents yet to be fully processed through to your ERP
• View accruals at both header and line level
• Filter by supplier, location, account codes, and other dimensions

Administrative access​

• Super user access: Unrestricted access to reports across all teams
• Configurable permissions: Teams can be opted in using REPORTING#VISIBLE and REPORTING#VIEW permissions
• Admin-focused: Designed for administrative users with elevated access requirements

Reporting is currently only available for selected teams. Data permissions are not enforced in reporting, so this should be considered an admin-level feature. Reach out to support@zudello.com to discuss enabling this feature for your team.

Document Studio improvements​

Document Studio empowers you to customise how Zudello extracts data from your documents. We've resolved several issues to improve the accuracy and reliability of document extraction:

• Fixed reference field population: Resolved an issue where reference fields weren't being populated correctly during extraction
• Enhanced extraction reliability: Improved overall extraction accuracy and consistency

Document Studio is currently only available for a selected number of teams. Reach out to support@zudello.com to discuss enabling Document Studio for your team.

Backend validation enhancements​

Data validation helps ensure information is accurate and complete before documents are processed. We've added new validation capabilities to help maintain data quality:

• Unit of measure validation: Added validation to flag items with unit of measure conversions but no base unit of measure configured
• Payment reconciliation fixes: Resolved validation errors that could occur during payment reconciliation processes

Backend validation is currently only available for a selected number of teams. Reach out to support@zudello.com to discuss enabling this feature for your team.

Budget management improvements​

Budget management helps you control spending and ensure costs stay within defined limits. We've introduced new configuration options to provide more flexibility in how budget information is displayed and managed.

Enhanced budget visibility controls​

We've added the following budget visibility controls:

Restrict budget impact visibility

• Budget owner restrictions: Limit budget impact information to budget owners and budget line owners only
• Configurable access: Choose whether all users or only budget owners can see budget details
• Comprehensive coverage: Restrictions apply to banners, sidebar modals, exception columns, and email notifications

Streamlined budget exception handling

• Optional exception reasons: Configure whether users must provide reasons when submitting over-budget transactions
• Flexible workflows: Allow users to submit without disruption when exception reasons aren't required
• Maintained validation: Budget exceptions still require individual document review and cannot be bulk submitted

These enhancements provide more granular control over budget information access while maintaining necessary financial controls.

Enhanced data permissions​

Data permissions help control which users can access specific documents and information within your system. We've made several improvements to provide more intuitive access management:

• Simplified message thread permissions: Removed unsupported Related options from message thread permissions
• Improved expense access: Resolved an issue where claim approvers couldn't access linked expenses when using Own data permissions
• Automatic related access: Users who can access claims now automatically gain access to related expenses, and vice versa

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:

• Dataset management: Added dataset type and version labels to the dataset list view for easier identification
• Module organisation: Removed unnecessary All submodules from modules where they weren't needed
• Email handling: Improved email display in related resources and resolved issues where emails showed as "unknown" related resources
• Email visibility: Emails are now hidden from the related resources section but remain accessible via the inbox icon
• Workflow improvements: Resolved an issue where update events weren't raised after the place order action

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: 18 June 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​

Manual approval reminders​

Zudello's approval workflows ensure documents are reviewed and approved by the right people, at the right time. We've now introduced the ability to send manual reminders for pending approvals directly through the Zudello interface.

This new feature allows users with the appropriate permissions to send approval reminder emails to approvers with pending approval steps against a document.

The system intelligently manages reminder notifications by:

• Checking all approval steps within the current milestone
• Sending reminders only to users with currently pending responses
• Excluding users who have already approved, rejected, or had their responses processed through delegation or escalation
• Including the name of the person who sent the reminder, and the time since the approval was first requested

For more information see Approval reminders.

Improved email approval experience​

For teams that require approvals to be completed within the Zudello platform, rather than via email, we've improved the messaging in approval emails. The updated emails make it clearer that users need to log into Zudello to complete their approval or rejection.

This improvement helps streamline the approval process and reduces confusion for users who might otherwise attempt to reply via email.

This change will automatically take affect for all applicable teams.

Purchase order reordering​

Purchase order management helps you track orders with suppliers from creation through to fulfilment. We've introduced a new Reorder function that allows you to quickly create new purchase orders based on existing ones.

The Reorder action is available in the ... menu at the top of the document viewer. The reorder function offers:

• Quick duplication of existing purchase orders
• Automatic status reset to the default creation status
• Clearing of document-specific fields like document number, dates, and Placed by information
• Preservation of supplier and line item details for easy reordering

This feature streamlines the process of placing repeat orders with suppliers, saving time and ensuring consistency.

The reorder function is currently only available for a selected number of teams. Reach out to support@zudello.com to discuss enabling this feature for your team.

Quote to purchase order conversion​

Quote management helps you track potential purchases from initial inquiry through to order placement. We've launched a new Convert to PO function that streamlines the process of converting approved quotes into purchase orders.

The Convert to PO action is available in the document viewer header and provides:

• Seamless conversion from quote to purchase order format
• Automatic status updates for both the original quote (set to Completed) and new purchase order (set to default creation status)
• Proper document linking through related documents functionality
• Preservation of all relevant quote details in the new purchase order

This enhancement eliminates manual re-entry of quote information and ensures accurate tracking of your procurement process from quote to order.

The convert to PO function is currently only available for a selected number of teams. Reach out to support@zudello.com to discuss enabling this feature for your team.

Enhanced data permissions for allocated documents​

Data permissions help control which users can access specific documents and information within your Zudello system. We've improved how data permissions work for documents linked through allocations (such as invoices matched to purchase orders and receipts).

Previously, users needed access to both documents in an allocation relationship to view either one. Now, if a user has access to one document (such as an invoice), they automatically gain access to any purchase orders or receipts allocated to that document.

This enhancement provides a more intuitive access experience while maintaining security controls, making it easier for users to work with related documents without requiring complex permission configurations.

Document Studio improvements​

Document Studio empowers you to customise how Zudello extracts data from your documents. We've resolved an issue where reference fields weren't being populated correctly during the extraction process, ensuring more accurate and complete data capture.

Document Studio is currently only available for a selected number of teams. Reach out to support@zudello.com to discuss enabling Document Studio for your team.

Expanded backend validation support​

Data validation helps ensure information is accurate and complete before documents are processed. We've expanded our backend validation capabilities to support:

• Expense documents with basic validation requirements
• Custom header fields for enhanced data quality control

These improvements provide more comprehensive validation coverage across different document types and field configurations.

Backend validation is currently only available for a selected number of teams. Reach out to support@zudello.com to discuss enabling this feature for your team.

Resolutions​

We're constantly working to refine Zudello functionality and ensure that we address any issues as soon as possible. As part of this release, we've made the following resolutions and improvements:

• We've enhanced document extraction processes to no longer trigger unnecessary extraction events after converting system-created documents, while maintaining proper extraction for uploaded or emailed documents
• We've improved error messaging when saving document coding rules to provide more context and clarity
• We've introduced fallback handling for PDF processing to prevent system crashes when encountering unsupported file formats
• We've resolved an issue with document conversion processes that could occasionally fail on the first attempt
• We've fixed an issue where documents for certain suppliers would occasionally fail to save properly
• We've addressed GST handling issues in claim generation processes

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: 11 June 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​

Enhanced supplier and customer matching​

Document extraction and supplier matching help automatically identify and link suppliers to invoices, reducing manual data entry and improving accuracy. We've significantly improved how Zudello matches suppliers and customers to documents through enhanced recognition capabilities.

Improved tax number matching​

We've enhanced our tax number (ABN) matching to handle common extraction issues:

• Advanced handling of incorrectly extracted tax numbers, including situations where an extra digit is added during document scanning
• Intelligent search algorithms that can still find the correct supplier even when tax numbers are extracted with minor errors
• Improved accuracy for Australian ABN recognition and matching

Expanded matching criteria​

We've broadened the range of information used to match suppliers and customers:

• Bank account number matching: Documents can now be matched using bank account details.
• Company reference matching: Added support for account numbers and reference codes.
• Enhanced email matching: Improved email-based supplier identification, including matching from sender email addresses.
• Phone number matching: Documents can be matched using supplier phone numbers.
• Alternative supplier information: Extended search to include supplier alternative records for more comprehensive matching.

The matching process now follows a logical hierarchy, starting with the most reliable identifiers (tax numbers) and progressively expanding to other criteria when needed. This ensures accurate supplier identification while reducing the need for manual intervention.

Field auto-filling enhancements​

Purchase order matching and auto-filling help reduce manual data entry by automatically copying information from linked documents like purchase orders to invoices. We've completely enhanced the auto-filling system to provide more comprehensive data transfer and better automation.

Expanded auto-fill capabilities​

Auto-filling now works across a much wider range of fields:

• Header information:

  • Reference
  • PO number
  • Currency

• Supplier details:

  • Supplier name, code, and tax information
  • Contact details including email and phone numbers

• Delivery information:

  • Complete address details including attention, addressee, and full delivery address

• Line-level details:

  • Stock codes and linked items
  • Dimensions such as account codes, cost centres, departments, locations, and subsidiaries
  • Project information
  • Tax rate codes

• Custom fields:

  • Full support for all custom field types including text, numbers, dates, select fields, and boolean values

Enhanced auto-fill triggers​

Auto-filling now activates automatically in more situations:

• When documents are uploaded, emailed, or rescanned and automatically matched
• When you manually select purchase orders or purchase order lines to match
• When you use the Apply trained rules function
• Through API integration with enrichment enabled

After auto-filling completes, the system continues to apply other default values from your inbox settings, user preferences, and employee records for any remaining blank fields.

Expanded approval capabilities​

Approval workflows ensure that documents are reviewed and approved by the right people at the right time. We've enhanced our approval system to provide more flexibility and control over your approval processes.

Procurement owner approvals​

For organisations managing purchase orders through external systems, we've expanded procurement owner approvals to include approvals based on the Placed by field.

Invoice and receipt approval steps can now be assigned to the user who placed the original purchase order. This enhancement is particularly valuable for teams that create purchase orders in external systems but need approval workflows in Zudello.

Enhanced delegation of authority (DOA) options​

We've expanded DOA approval capabilities, and now support the Payment method fields as a DOA dimension.

This allows you to configure approval rules based on payment methods, giving you more control over transaction approval requirements.

Reach out to support@zudello.com to discuss adjusting your DOA settings.

Improved data permissions performance​

Data permissions help control which users can access specific documents and information within your system. We've implemented performance improvements to make data permission processing faster and more efficient, particularly for systems with complex permission structures.

Resolutions​

We're constantly working to refine Zudello functionality and ensure that we address any issues as soon as possible. As part of this release, we've made the following resolutions and improvements:

• We've enhanced system stability by improving error handling for documents that cannot be processed, ensuring they're marked as unsupported rather than causing system issues
• We've improved validation messaging for document coding rules to provide clearer feedback when configuration issues are detected
• We've resolved configuration issues that could occasionally cause system errors in specific deployment scenarios
• We've added enhanced field management capabilities with improved naming conventions for easier system administration
• We've expanded the expenses module to include units of measure functionality for better expense tracking and reporting

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: 5 June 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​

Enhanced approval validations​

Zudello's approval workflows help ensure documents are reviewed and approved by the right people at the right time. We've significantly enhanced our approval validation system to give you more control over what information is required before documents can be approved.

We've introduced new Required If validations that allow you to set fields as mandatory only when documents reach specific approval statuses. This flexible approach means users can still submit documents for review, but must complete all required information before the approval process can be finalised.

Key improvements include:

• Flexible validation rules that activate only during approval processes
• Smart blocking that prevents approval actions when required data is missing, while still allowing document rejection
• Clear error messaging that shows users exactly what information needs to be completed

An important note is that this feature is not compatible with any of the following features:

• Email-based approval buttons
• Auto-approval processes, such as Apply previous response or Auto approve submitter
• Backend validation processes
• Bulk processing features, such as bulk submit, bulk approve, or low touch processing

Reach out to support@zudello.com to discuss enabling enhanced approval validations for your team.

Improved purchase order matching and auto-filling​

Zudello's automatic matching helps match invoices and receipts to their corresponding purchase orders, reducing manual data entry and ensuring accurate cost tracking. We've enhanced how auto-filling works to make the matching process even more efficient and reliable.

Auto-filling now automatically copies information from linked purchase orders to invoices at the following times:

• When invoices are uploaded, emailed, or rescanned, and automatically matched to purchase orders
• When you manually select a purchase order or purchase order line to match to an invoice
• When you click Apply trained rules

We've significantly expanded the range of fields that can be auto-filled. The fields that can now be auto-filled are:

• Header fields
  • Reference
  • PO Number
  • Currency
• Supplier details
  • Supplier name
  • Supplier code
  • Tax number (ABN)
  • Email
  • Phone
• Delivery address detais
  • Attention to
  • Addressee
  • All address fields
• Line-level data
  • Stock codes
  • Account
  • Cost centres
  • Departments
  • Locations
  • Subsidiaries
  • Projects
  • Tax rate codes
• Custom fields
  • Support for all custom field types including text, numbers, dates, selections, and boolean values

After auto-filling is complete, the system continues to apply other default values for any remaining blank fields, using defaults from your inbox settings, user preferences, or employee records.

Flexible allocation requirements​

Purchase order allocation ensures that invoice line items are properly matched to their corresponding purchase orders before processing. We've introduced more flexible options for managing allocation requirements, particularly for invoices that include freight charges or other costs not captured on the original purchase order.

You can now configure allocation requirements with these options:

• All lines must match (disabled)
  • Transaction lines don't require allocations to proceed
• All lines must match (enabled) with standard requirements
  • All transaction lines, regardless of type, must be allocated before submission
• All lines must match (enabled) with flexible landed cost handling
  • Only standard item lines require allocation, while landed cost lines (such as freight or surcharges) can proceed without allocation

This enhancement provides the flexibility to handle real-world invoicing scenarios where suppliers include additional charges that weren't part of the original purchase order.

An important note is that any users with access to transactions can move standard lines to the landed cost section, potentially bypassing allocation requirements. Consider your security and permission requirements when deciding whether to implement this feature.

Document Studio enhancements​

Document Studio empowers you to customise how Zudello extracts data from your documents, ensuring maximum accuracy and efficiency in your document processing workflows.

We've made several improvements to enhance Document Studio's functionality:

• Enhanced stability with various bug fixes and performance improvements
• Better user experience through interface refinements and workflow optimisations

Document Studio is currently only available for a selected number of teams. Reach out to support@zudello.com to discuss enabling Document Studio for your team.

Expanded backend validation support​

Data validation helps ensure information is accurate and complete before documents are processed. We've expanded our backend validation capabilities to support more document types and field configurations.

Backend validation is now supported for:

• Expense documents
  • Full backend validation support is available for expense processing workflows
• Custom header fields
  • Validation rules can now be applied to custom fields configured at the document header level

These enhancements provide more comprehensive data quality controls across your entire document processing workflow.

Backend validation is currently only available for a selected number of teams. Reach out to support@zudello.com to discuss enabling this feature for your team.

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 with item duplication that was identified during internal testing

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: 28 May 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​

Enhanced submodule views​

Zudello's submodule views help you manage and track documents efficiently by displaying key information at a glance. We've enhanced our submodule views to show you more critical business information without needing to open individual documents.

We've expanded the information displayed across all submodule views to include:

• Assignees
• Approvers
• Locations
• Subsidiaries

These improvements help you get a high-level picture of where each document is within your workflow, without opening individual records.

List view and table view​

• Now display assignees, approvers, locations, and subsidiaries for comprehensive oversight

• Automatically adapt to different screen sizes by prioritising the most important information on smaller screens
• Show a limited number of icons before displaying the number of additional entries

Board view​

• Shows assignees and approvers to maintain optimal spacing and readability

These new fields have been enabled for all active Zudello teams.

Budget management enhancements​

Budget management helps you control spending and ensure costs stay within defined limits. We've made several improvements to make budget tracking more accurate and flexible:

• Enhanced tax handling

  • Improved budget checking accuracy for transactions where line totals include tax
  • Ensures budget calculations properly account for tax-inclusive amounts

• Expanded budget dimensions

  • You can now configure budgets by subsidiary, giving you more control over how spending limits are applied across different business units
  • This enhancement provides greater flexibility when managing budgets across complex organisational structures

The budgets feature is currently only available for a selected number of teams, and requires additional implementation. Reach out to support@zudello.com to discuss enabling budgets for your team.

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 improved the accuracy of tax calculations for transactions, ensuring unit prices are calculated correctly regardless of whether tax is included in the line totals

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: 21 May 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​

Units of measure​

Managing different units of measure throughout your procurement process can be complex and time-consuming. We're excited to announce the first phase of our new units of measure feature to help you handle these conversions automatically.

This powerful new feature allows you to:

• Configure unit of measure dimensions and item conversion rules
• Extract and map units of measure details directly from supplier invoices
• Apply automatic unit conversions during the extraction process
• Manually adjust transactions with units of measure and apply appropriate calculations
• Export items or transactions including unit of measure data

For more information see our article on Unit of measure conversions

We're continuing to work on phase two of this feature, which will focus on more advanced workflows.

Preventing submission of read-only invoices​

Processing documents efficiently requires clear workflows with appropriate controls. We've improved how document status types work to prevent accidental resubmission of documents that are in read-only statuses.

Documents can now only be submitted when they're in active workflow statuses such as:

• Draft
• User Review
• Ready
• Unable to Process
• Reject Review

Documents in all other status types cannot be submitted. This enhancement ensures your workflow integrity and prevents unintended changes to completed, approved, or processed documents.

Document Studio improvements​

Document Studio empowers you to customize how Zudello extracts data from your documents. We've made several important improvements to enhance your experience with this feature:

• We've implemented performance improvements to make the extraction process faster
• We've introduced virus scanning when uploading test documents for added security
• We've increased processing capacity to support larger and more complex documents
• We've streamlined the interface by removing irrelevant module/submodule combinations from the UI

Document Studio is currently only available for a selected number of teams. Reach out to support@zudello.com to discuss enabling Document Studio for your team.

Backend validation enhancements​

Data validation helps ensure information is accurate and complete before documents are processed. We've improved our backend validation to ensure it correctly captures all changes made during the enrichment process.

This enhancement provides more accurate validation results, helping you identify and resolve issues earlier in your document processing workflow.

Backend validation is currently only available for a selected number of teams. Reach out to support@zudello.com to discuss enabling this feature for your team.

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 improved error messaging when creating user groups with duplicate names
• We've enhanced our logging and queue handling for better system reliability during document ingestion

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: 7 May 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​

Supplier splits​

Splitting suppliers invoices between multiple departments or business areas can be time consuming and inefficient. We've launched our new supplier splits feature to help you automatically allocate costs faster than ever.

This powerful new feature allows you to:

• Preconfigure how certain suppliers' invoices should be split across different dimensions
• Automatically apply these percentage-based splits during invoice processing
• Perform manual adjustments when needed for specific invoices

This tool is ideal for any organization that processes supplier invoices requiring percentage-based splits across different business areas. See Supplier splits for more information, and reach out to support@zudello.com to discuss enabling this feature for your team.

Merging documents​

Sometimes you can't control how your suppliers send you invoices. We've introduced a new merging feature to streamline how you handle multi-page invoices that are sent as multiple attachments.

This new feature allows you to quickly and easily merge multiple pages of the same document when they are uploaded separately. Merging documents will send the new merged document back through the extraction pipeline, ensuring that the extraction process takes the whole document into account.

For more information, see our guide on Merging documents.

Enhanced duplicate resolution​

Identifying and managing duplicate documents is essential for preventing processing errors and avoiding double payments. We've further improved our duplicate management with new options for dealing with with duplicates.

The enhanced duplicate resolution feature allows you to:

• View both potential duplicate documents side-by-side with key information clearly displayed
• Compare document status, creation date/time, and attachment previews at a glance
• Open full document views in new tabs for more detailed review
• See a clear "No file attachment" warning for any manually created documents
• Take immediate action with three options:
  • Permanently delete the duplicate
  • Change the status of the duplicate document to DELETED while retaining the record
  • Merge duplicates (available only for documents with file attachments)

This streamlined process helps you maintain clean records with minimal effort and eliminates confusion when dealing with potential duplicates. For more information, see our guide on Duplicate documents in Zudello.

Document Studio improvements​

Document Studio empowers you to customize how Zudello extracts data from your documents. We've made several important improvements to enhance your experience with this feature:

• Resolved an issue where deactivating prompts didn't work correctly
• Fixed inconsistencies when running prompts for the first time
• Added size limits for testing documents to ensure optimal performance

We're continuing to enhance Document Studio with upcoming improvements to:

• Improve performance when running prompts
• Add the ability to upgrade to the latest global workflow
• Make the system better compatible with expense documents

Document Studio is currently only available for a selected number of teams. Reach out to support@zudello.com to discuss enabling Document Studio for your team.

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:

• Resolved an issue where rescanning caused supplier, currency, and other information to be cleared incorrectly
• Improved document number extraction to ensure more accurate duplicate detection
• Enhanced system role management to prevent incorrect assignee and approver selections

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: 29 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​

Document Studio​

Zudello's document extraction is the first step in reducing manual data entry. We're excited to announce the limited release of our new Document Studio feature.

Document Studio empowers you to:

• Customise how Zudello extracts data from your documents
• Control which Zudello fields your extracted information populates
• Ensure your documents are processed with maximum accuracy
• Reduce the need for manual editing after extraction

Document Studio is currently only available for a selected number of teams. Reach out to support@zudello.com to discuss enabling Document Studio for your team.

Budget management improvements​

Budget management helps you control spending and ensure costs stay within defined limits. We've enhanced our budgets feature to provide better performance when tracking budgets by:

• Account group
• Supplier group or category
• Customer group or category
• Item group or category
• Project type or group

These improvements make budget setup faster and more responsive, helping you manage your financial controls more efficiently.

The budgets feature is currently only available for a selected number of teams, and requires additional implementation. Reach out to support@zudello.com to discuss enabling budgets for your team.

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:

• Error messages are now automatically cleared when you submit a record, providing ensuring a clearer user experience
• We've resolved an issue where document duplicate checks weren't working correctly, ensuring your system properly identifies potential duplicate documents
• We've improved permission handling when classifying documents, ensuring the correct access rights are applied when working with unclassified documents

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.

Release date: 4 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​

Enhanced security with virus scanning​

Document security is essential for protecting your business data. We've introduced a new virus scanning feature powered by Clam AV that automatically checks all uploaded files for potential threats.

This new security feature:

• Automatically scans files as they're uploaded or emailed into the system
• Rejects any files that fail the security scan
• Posts warning messages in email threads when emailed attachments are rejected
• Works with manual uploads, email attachments, and files processed during splitting and merging
• Protects CSV files being uploaded for the importing tool

This enhancement helps keep your data safe while ensuring only secure files enter your system.

Improved allocations price comparison​

Allocations help you match corresponding transaction lines (e.g. purchase order lines to invoice lines), ensuring accurate records and preventing discrepancies. We've improved our price comparison feature to make it more reliable and efficient:

• The system now always compares the unit price values exclusive of tax, providing more consistent and accurate results
• We've applied a variance tolerance of 1 cent to reduce false positives
• These improvements prevent the system from flagging price differences when comparing values that are functionally the same (e.g. $39.99 vs $40.00)

This update makes the allocation process more efficient by reducing unnecessary warnings and focusing your attention only on meaningful price discrepancies.

Budget interface improvements​

Budgets help you track and control spending against predefined limits. We've made several visual enhancements to the budget modal to improve readability and usability:

• Improved shading to better highlight over-budget situations
• Enhanced visual distinction between remaining and processing amounts
• Negative values now appear in red for easier identification
• Various text and spelling improvements

These visual improvements make it easier to get a clear picture of your budget status at a glance.

The budgets feature is currently only available for a selected number of teams, and requires additional implementation. Reach out to support@zudello.com to discuss enabling budgets for your team.

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 projects were not displayed within project task dimensions
• We've added the ability to view the Updated by user in the form section
• We've added additional logging to help troubleshoot any approval or automation issues that may arise

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: 26 March 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​

Completed timestamp​

Document audit trails help you track when key actions occur throughout your document lifecycle. We've enhanced our audit capabilities by adding a completed timestamp that records exactly when a document moves to a complete-type status.

When a document moves into a complete-type status:

• The system automatically records the current date and time
• This timestamp remains with the document as part of its audit history
• The timestamp won't change if the document moves between different complete-type statuses

This enhancement provides a more comprehensive audit trail, making it easier to track when documents were finalised.

Bulk approve & bulk submit​

Processing multiple documents efficiently is key to streamlining your workflow. We've introduced two powerful new bulk actions to help you process documents faster.

Bulk submit​

You can now select multiple documents from either table or list view and submit them all at once:

• A summary screen shows you all selected transactions before submission
• You can minimise the bulk submission to run in the background while you continue working on other tasks
• When complete, Zudello provides a summary of successful and failed submissions
• For failed submissions, you can open the transactions to review and resolve any issues

Bulk approve​

You can now select multiple documents awaiting your approval and approve them all at once:

• A summary screen shows you all selected transactions before approval
• You can minimise the bulk approval to run in the background while you continue working on other tasks
• When complete, Zudello provides a summary of successful and failed approvals
• Only documents that require your approval and have no validation errors will be processed

These features are currently only available for teams with backend validation enabled. Reach out to support@zudello.com to discuss enabling these features for your team.

Budgets​

Budget management helps you control spending and ensure procurement and AP costs stay within defined limits. We've launched a new budgets feature that gives you powerful capabilities to track and manage expenditure, including the ability to:

• Create and edit budgets with designated budget owners who are responsible for approving exceptions
• Track and display budget information against transactions
• Receive proactive warnings when transactions exceed budget limits
• Configure budget reasons for reporting on budget exceptions
• Route transactions for additional approval when they exceed budget limits
• Configure which modules, submodules, and statuses count toward which budget categories

The budgets feature is currently only available for a selected number of teams, and requires additional implementation. Reach out to support@zudello.com to discuss enabling budgets for your team.

Performance improvements​

We continuously work to make Zudello faster and more efficient. In this release, we've improved the speed of our standard submodule views by approximately three times, allowing you to navigate through your documents more quickly.

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 item alternatives would not load when the Is preferred option was included in the form
• We've removed all request submodules from the Submodule drop-down menu when converting documents

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: 20 March 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​

Improved catalogue search​

Finding the right items in your catalogue is essential for efficient document processing. We've made significant improvements to how searching works when looking for items by SKU or description.

Within the catalogue submodule​

We now use the following conditions for searches within the catalogue submodule:

• For searches with hyphens (e.g. C-2500-NAVY-87R) we look for an exact string match
• When you enter multiple keywords separated by spaces (e. g. Yakka Cargo), both keywords must be present in the results
• Results that exactly match your search criteria now appear at the top of your results, with partial matches displayed further down the list
• Sorting order is maintained based on the view you're using (date updated or date created)

In drop-down selectors​

• Item selection drop-downs, such as on transactions and other forms, now show results ordered by relevance
• The most relevant matches appear at the top of the list

These improvements make it much easier to find exactly what you're looking for, saving you time when creating and processing documents.

Keyword coding enhancements​

Keyword coding rules help automate the coding of dimensions and other information on your transactions. We've updated how these rules work to give you more control:

• Rules now fully overwrite fields rather than only filling in blank values
• All configured rules are now executed in the order they appear in the rules list
• If multiple rules apply to the same field, the last rule executed will determine the final value

This change gives you more flexibility when setting up complex coding rules, as you can now create layered rules that run one after the other.

Expanded fields for delegation of authority (DOA) approvals​

Delegation of authority (DOA) rules ensure that transactions are approved by the right people, every time. We've expanded our DOA capabilities to include the following new dimensions:

• Item groups
• Item categories
• Project types
• Project groups

This expansion gives you more flexibility when configuring approval workflows, allowing you to match your ZUdello workflow exactly to your business needs.

Place order audit improvements​

Purchase order management helps you track orders with suppliers throughout the full procurement cycle. To maintain accurate audit trails, we've made the following improvement to system behaviour.

When duplicating a purchase order, the Placed by and Placed at fields are now automatically cleared. This ensures that your audit trails remain accurate and reliable, making it clear which orders have been placed, when they were placed, and by whom.

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 optimised timezone settings for UK customers to improve performance
• We've made improvements to the saving process for user groups with numerous permissions
• We've resolved an issue where the Created by user field couldn't be added to forms, complementing the previously released ability to add Placed by and Submitted by fields

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: 12 March 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​

Place order​

Purchase order management helps you track orders with suppliers from creation through to fulfilment. We've introduced a new Place order action for purchase orders to streamline your ordering process.


The new 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

This new functionality gives you the flexibility to choose whether to email suppliers from within Zudello, or handle communication separately. It also helps you track exactly when orders were placed and by whom, giving you a comprehensive audit trail.

For more information, see Place order.

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 improved our export system so that large CSV exports no longer impact performance in other areas of the system
• We've resolved an issue where delegation of authority (DOA) approvals that go straight to the user with a sufficient limit weren't running correctly when the document total (rather than the sum of line totals) was selected as the method to evaluate limits

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: 5 March 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​

Branding update​

Zudello has had a refresh! We've updated our logo across all teams. You'll see our new look throughout the platform as you continue to use Zudello.

Performance improvements​

We continuously work to make Zudello faster and more efficient. In this release, we've implemented system-wide caching for frequently used resources, such as document types, field settings, and statuses. This enhancement helps the system access information more quickly, resulting in faster response times and a smoother user experience.

Backend validation​

Data validation helps ensure information is accurate and complete before documents are processed. Selected teams have been opted into our new backend validations feature, which provides enhanced validation capabilities.

The new validation system provides several benefits:

• View validation errors at the submodule level, without needing to open individual documents
• Identify potential issues earlier in your document processing workflow
• Receive clearer feedback about what needs to be corrected

This feature is currently available to opted in customers only. Contact support@zudello.com to discuss enabling backend validation for your team.

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 replies to system-generated emails were failing due to incorrect email domain settings
• We've resolved an issue where supplier default coding rules couldn't be configured due to dependency conflicts

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: 19 February 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​

Document extraction improvements​

We've made a number of extraction improvements as part of our ongoing commitment to increase both the speed and accuracy of our document extraction process. These enhancements help ensure that more of your document data is correctly identified and populated into the appropriate fields, saving you time and reducing the need for manual corrections.

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 inbox template placeholders were not displayed correctly
• We've fixed an issue where the Skip sentence if no match option was ignored when delegation of authority (DOA) approvals were set to start from the user with a sufficient limit
• We've removed several legacy endpoints to improve overall system performance
• We've improved error responses when using the send email functionality, providing more context as to why an email could not be sent

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: 13 February 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​

Customer address selection​

We've enhanced our address functionality to give you more flexibility when working with customer addresses in the sales module. We've introduced new address selection options that make it easier to find the right customer addresses.

When the Customer address option is selected for your team:

• The address drop-down will automatically filter to show only addresses for the customer selected on the transaction
• If no customer is selected, all customer addresses will be available
• When you select an address, all address fields on the transaction will be automatically filled

When the Team address option is selected:

• Any addresses configured for your team will be displayed in the drop-down
• When you select an address, all address fields on the transaction will be automatically filled

Please reach out to support@zudello.com to discuss enabling these settings for your team.

Resolutions​

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

• We've improved system performance when opening transactions with large number of allocations
• We've made various other performance enhancements across the platform

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: 6 February 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​

Invoice line consolidation​

Invoice line consolidation helps simplify your document processing by combining all line items into a single consolidated line. This is particularly useful for utility bills or other invoices where detailed line items aren't necessary for your records.

We've improved the supplier and customer Consolidate lines option to handle invoices with repeated pricing or line items more accurately. When this option is selected, the system now creates a consolidated line with:

• Description set to Document total
• Quantity of 1
• Unit price equal to the document total
• Line total equal to the document total

To improve system performance, we also now automatically consolidate lines for invoices with more than 500 lines. For these invoices, a single line is created with:

• Description set to Document total, consolidated due to over 500 lines
• All other values per the standard consolidate function detailed above

This new automation prevents performance issues when viewing or processing large invoices.

Status type settings​

Status type settings help maintain the integrity of your procurement workflows by controlling which actions users can take on documents at different stages of processing.

We have made a number of changes to complete-type status settings to strengthen your procurement workflows. The following restrictions now apply for all documents in a complete-type status:

• The status can't be changed using bulk actions
• Assignees can't be changed using bulk actions
• Assignees can't be changed from list or table views

These changes ensure that your completed documents maintain their integrity and align with the copies in your ERP.

Amortisation schedules​

Amortisation schedules help you track expenses that need to be spread over multiple accounting periods, ensuring accurate financial reporting.

We've added several new optional fields for amortisation scheduling against transaction lines:

• Amortisation schedule
• Amortisation start date
• Amortisation end date

These new fields allow you to record amortisation schedules directly in Zudello, eliminating the need to manually adjust these details in your ERP after completing processing in Zudello.

Performance improvements​

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

• We've streamlined the authentication process when you sign in and validate your permissions, making the process faster.
• We've made various other performance enhancements 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 large exports failed to complete.
• We've fixed an issue where dragging values (especially items or dimensions) down cells did not correctly fill.
• We've resolved an issue where the enrichment process linked the wrong item when it found both a direct SKU match and a SKU within the description.The system now gives preference to direct SKU matches over SKUs found within descriptions.
• We've resolved an issue where quotes failed to process through the enrichment process when uploaded or emailed into Zudello.

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: 30 January 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: Keyword coding rules​

We have launched our new keyword coding rules feature, which automatically applies predefined coding when specific keywords are found on a document.

For more information on setting up and managing these rules, see Keyword Coding Rules guide.

New Create a goods receipt feature​

Goods receipts help you track when items have been received, ensuring accurate inventory management and supporting three-way matching for invoice processing.

Users now have the ability to create goods receipts directly from the related purchase order. The two documents will be automatically linked, and all header and line information can be automatically copied across.

For more information, see our guide on Creating Goods Receipts.

Editable approvals​

Approval workflows help ensure the right people review and approve documents before they're processed. We've improved how editable approval milestones work to enhance system performance.

• We've implemented a new "Unlock" feature for editable milestones that makes approvals faster and more efficient
• By default, editable milestones are now read-only during the approval process
• When you need to make changes, simply click the Unlock button to edit the document
• After editing, you can choose to:
  • Update to save your changes without approving
  • Approve or Reject to complete the approval process

Supplier and item onboarding​

Managing suppliers and items efficiently is crucial for procurement processes. We've added new capabilities to streamline this process.

• You can now use computed field rules for automatically generating SKUs for items
• Default dates can now be set to "today" to better support procurement processes
  • Available as a UI setting and as a sentence action

PDF templates​

PDF templates allow you to create professional, customized documents for your business communications.

• PDF templates can now lookup additional information, including:
  • Subsidiary names
  • Document creator names
  • And more

Allocations​

Allocations help you match transaction lines to their corresponding documents, ensuring accurate records and preventing discrepancies.

• We've continued our focus on improving allocations with several enhancements:
  • Allocations are now automatically cleared when users change a document's status to Deleted or Rejected
  • Resolved an issue where allocations were not automatically created after items were linked to transaction lines
  • Improved linking between items and transactions to ensure allocations are correctly created

Resolutions​

We're constantly working to refine Zudello functionality and ensure the best possible experience. As part of this release, we've made the following performance improvements and issue resolutions:

Performance enhancements​

• Improved CPU threshold handling and scaling for better system responsiveness
• Implemented connection pooling to optimize database performance
• Enhanced our search API with dedicated resources and new options to improve search speed
• Converted more processes from asynchronous to synchronous for faster response times
• Improved auto-calculations when creating transactions, ensuring totals and tax calculate instantly when items are linked

Issue resolutions​

• Fixed an issue where users were unable to access the Requests submodule within the CRM module
• Resolved an issue that prevented users from selecting fields when building exports
• Fixed display issues with logos
• Improved row selection in transaction tables, allowing highlighting with mouse for bulk duplicate and bulk delete actions
• Fixed an issue with supplier name search when configuring dependencies
• Resolved integrity issues when using the convert with duplicate function in automations
• Added a submodule filter to automations to make finding sentences for specific submodules easier
• Fixed display issues with thousand separators in table views
• Corrected the convert extension to properly reset document type selection when module or submodule changes
• Reinstated the ability to view a statement while in reconcile mode

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: 16 January 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​

Allocations​

Allocations help you match transaction lines to their corresponding documents, ensuring accurate records and preventing discrepancies. We've continued our focus on allocations and introduced the following improvements:

• Allocations are now automatically cleared when you change a document type in a way that affects matching requirements. This prevents confusion and ensures your allocations remain accurate when:
  • Changing from three-way matching to two-way matching document types
  • Changing between quantity-based and amount-based allocation document types
  • Changing to a document type that doesn't require allocations

When these changes occur, Zudello will display a warning and ask for your confirmation before clearing the allocations. If allocations are still required after the change, remaining and discrepancy calculations will update accordingly.

Duplicate checking validation​

Zudello helps prevent unnecessary work and overpayments through automated duplicate checking. We've improved our duplicate detection to better protect your business from processing the same document multiple times:

• Duplicate checks now verify that each combination of submodule, supplier/customer, and document number is unique
• Duplicate checks run automatically when you open a document and when you edit the supplier or document number
• Duplicates are now treated as blocking errors if the document number field is visible and required, preventing submission until the issue is resolved
• If the document number is not marked as required, duplicate checks will appear as warnings only

These enhancements provide stronger protection against duplicate payments while maintaining flexibility when you need it.

Supplier and customer specific pricing​

Price comparisons help you quickly identify pricing discrepancies across your transactions. We've expanded our price comparison options to give you more flexibility.

Customer/supplier specific pricing​

Unit prices are now compared to pricing set in the item alternative table for the relevant supplier (purchasing module) or customer (sales module).

• When specific pricing is available in the item alternatives table, an indicator appears next to the unit price
• If no specific price is available, the system falls back to comparing against the purchase price, sell price, or retail price

Auto-fill pricing​

When creating requisitions, Zudello can now automatically fill in customer or supplier specific pricing, ensuring that you and your customers always pay the right price.

When a supplier (purchasing module) or customer (sales module) is assigned to the transaction, selecting an item from the catalogue will automatically fill the unit price with pricing from the item alternatives table.

Group membership management​

User groups help you manage permissions and access for teams of users. We've introduced a new Group Membership Management page to make it easier to view and manage which users belong to specific groups.

Organisation administrators can now access a central location to view and manage user group associations across teams. The page displays all user groups in a table format, with key information such as:

• Group name and description
• Group type (indicated by colour)
• Number of associated users
• Expandable list of users for each group

You can also filter for a specific team to view all users associated with the user groups for that team. Collapse all and expand all shortcuts make navigation easier, while search functionality helps you quickly locate specific user groups, user names, or email addresses.

The add users button allows you to quickly add multiple users to a group.

This new management page helps ensure your user group membership remains up to date and in line with your organisation's needs. For more information, see User Groups.

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:

• Several performance improvements have been implemented across the platform, including a specific performance issue that affected dependency deletion
• We've fixed authentication issues related to Microsoft Entra ID (formerly Azure AD)
• We've resolved a MIME type issue that prevented certain documents from being uploaded
• Unit price exclusive calculations now work correctly when quantities are negative
• Unclassified documents are now rescanned automatically once you classify them
• The tax included flag is now set correctly when documents don't have a subtotal
• We've added a new payment reference field for suppliers, customers, and employees
• Delivery addresses are no longer overwritten when converting quotes to 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: 8 January 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

Approvals​

Start from submitter for user group DOAs​

We’ve expanded the functionality for delegation of authority (DOA) approvals by introducing the ability to start approvals from the submitter. This gives you greater flexibility, allowing approvals to be triggered based on the user who submits the transaction.

Previously, only the Start from bottom option worked for user group DOAs. We now support the Start from submitter logic, which checks if the submitter is a member of any applicable groups in the DOA and begins the approval process from there. If the submitter is not part of any group, the system will revert to the Start from bottom behaviour to avoid errors.

This change ensures that the approval process is more dynamic, and avoids submitters having to reapprove documents that they submitted.

Exclude submitter logic for user group DOAs​

We’ve introduced improvements to prevent approvals from getting stuck when the submitter is not able to approve their own documents.

The system will now ensure that no approval steps are created where the only approver is the submitter. If the submitter is part of a group with only one member, the approval process will skip this milestone and move to the next applicable step.

Multi-select user groups for DOA approvals​

You can now select multiple user groups as the approvers for a single approval step, providing more flexibility in how the approval process is configured.

Transaction header and related models in DOA approvals​

We’ve expanded DOA support to include transaction header and related dimensions, giving you more flexibility when setting up and managing approvals.

Previously, DOAs could only be configured with transaction line dimensions. Now, you can configure DOAs using header dimensions (such as supplier or customers) and related dimensions (such as account group).

This provides further flexibility in the approval process, to ensure your documents are approved by the right person every time.

Importing​

Zudello's importing feature let's you efficiently create new records or update existing ones in bulk, giving you more control over your team's data.

We have now added the ability to import inventory receipts, making it easier to process large volumes of inventory transactions.

We have removed the ability to import mileage expenses. Mileage expenses need to be entered via the expenses module, to ensure that all necessary information is captured.

Resolutions

• We’ve resolved an issue where dependencies weren’t automatically deleted when related values were deleted. Now, deleting a record will properly remove any related dependency on other records.
• An issue that prevented users from duplicating a Sales Order into a Purchase Order has been fixed.
• We’ve fixed an error where some table views would fail to load, improving overall stability and performance.
• An issue with audit logs displaying dimension UUIDs instead of names has been resolved, making logs easier to read.
• We’ve continued our work on improving system performance, including converting more endpoints from asynchronous to synchronous processing.

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.

Release date: 18 December 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

Bulk submission for transactions​

We've enhanced the document submission process to make it even faster when working with multiple documents.

You can now select multiple documents (from either table or list view) and submit them all at once:

• A summary screen shows you all selected transactions before submission
• You can minimise the bulk submission to run in the background while you continue working on other tasks
• When complete, Zudello provides a summary of successful and failed submissions
• For failed submissions, you can open the transactions to review and resolve any issues

This feature is currently available to opted in customers only. Contact Zudello support to discuss enabling the bulk submit function for your team.

Units of measure in sales forms​

Units of measure help you track quantities accurately across your business. We've expanded this functionality to include sales documents, allowing you to:

• Add units of measure fields to your sales module forms
• Maintain consistency between purchasing and sales modules
• Track quantities more precisely across all transactions

Date and time filtering for automation logs​

Automation logs help you track and troubleshoot your automated processes in Zudello. You can now specify both date and time when filtering the automation log, making it easier to:

• Isolate specific events
• Troubleshoot automation issues more efficiently
• Find the exact information you need

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:

• Units of measure can now be added to forms in the sales module
• You can now specify a date and time when filtering the automation log to assist in troubleshooting automation issues
• Required fields are now shown with a less intrusive asterisk (*) when transactions are created, and will only show error banners if they are empty after a save or refresh
• We resolved an issue where standard users were unable to view the country list
• We fixed a navigation issue where users sometimes encountered a blank search page when moving through multiple pages
• We resolved an issue that prevented adding mileage expenses when clicking the add expenses button on a reimbursement claim
• We improved the messaging for documents in the unclassified section to better reflect their current status

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.

our ideas and feedback are an important part of our product planning process to make Zudello better for everyone.

Release date: 11 December 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

Performance enhancements​

We've made significant performance improvements across the platform:

• Opening documents is now approximately 40% faster, allowing you to review information more quickly
• Saving documents is also around 40% faster, reducing the time you spend waiting for changes to be processed

These improvements help you handle more documents in less time, so you can focus on the tasks that matter most to your business.

Enhanced bank account validation​

Bank account validation compares bank details on documents against the information stored in your system, to ensure you always pay to the right account.

We've made the following enhancements to our bank account validation to improve security and reduce the potential for errors:

• Zudello now flags discrepancies only when account information is available on both the document and the supplier/customer record, reducing the potential for incorrect errors
• Users must resolve bank account validation errors before submitting documents, ensuring any discrepancies are addressed immediately
• Special characters and spaces are automatically removed during comparisons to ensure accuracy

Document classification improvements​

Document classification helps Zudello organise your documents into the correct submodules for processing. We've made several improvements to document classification:

• Documents that encounter issues during extraction now appear in a new classification submodule, making them easier to find and manage
• The classification submodule only appears when there are documents that need review, keeping your interface clean and focused
• You can review these documents and select the correct submodule for processing

Resolutions

• We've resolved an issue where document views didn't refresh correctly when users changed the selected statuses
• We've fixed a display issue with the Group Membership Management page where inactive users weren't correctly shown as inactive in single-team organisations

Have an idea?

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.

Release date: 26 November 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

Expanded price comparison options​

Previously, Zudello could only compare invoice prices to purchase order prices when matching documents. You can now choose to compare the unit price of line items to one of the following:

• The linked item's purchase price
• The linked item's sell price

These options help you quickly identify pricing discrepancies across your transactions and ensure you're receiving the correct pricing from suppliers or offering the correct pricing to customers.

Contact Zudello support to discuss enabling this feature for your organisation.

Bulk quick actions​

Quick actions help you perform common tasks with a single click. For ease of use, quick actions are now available as bulk actions, allowing you to run the same quick action on multiple records at once. This saves time when you need to perform the same action on many documents at once.

The following limitations apply when running quick actions in bulk:

• Quick actions can only be executed against resources in editable statuses
• Bulk quick actions are not available via the All or Requests submodule
• Users must be authorised to list quick actions in order to see and execute them

Resolutions

• We've added additional tracing to identify and resolve document extraction errors more efficiently.

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.

Release date: 20 November 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

Document type default statuses​

Document types now have configurable default statuses that are applied when documents are created or reopened:

• Transactions (invoices, purchase orders, etc.) default to Review status when created and Ready status when reopened
• Non-transactions (items, suppliers, customers, dimensions) default to Active status for both creation and reopening

You can customise these settings in the document type settings.

Auto-approve for submitters​

Previously, if document submitters were also valid approvers on a document, they would need to reopen and approve documents they had already submitted for approval.

You can now configure approval flows to automatically approve any steps for document submitters, streamlining the approval process and removing the need for double handling.

New LLM document extraction pipeline​

Zudello's document extraction system pulls key information from your documents and makes it available for processing.

All teams are now automatically opted into our LLM (Large Language Model) extraction pipeline, which provides faster and more accurate document extraction. This advanced technology significantly improves the quality and speed of information extracted from your documents.

Performance enhancements​

We've made several improvements to Zudello's performance, helping you work faster and more efficiently:

• We've streamlined how documents are processed during enrichment, reducing the time it takes to extract and code your documents. We've also optimised how we calculate allocation variances, making the matching process faster.

• Opening transactions with allocations is now faster, as we've reduced the amount of background information loaded when viewing these documents.

• Processing claims with multiple linked expenses is now significantly faster. We've reduced processing time for claims with 20-30 linked expenses from nearly 2 minutes down to about 45 seconds.

We're committed to ongoing performance improvements and will continue to make Zudello faster with each release.

Resolutions

Bank account and ABN validations​

• We've resolved an issue where bank account and ABN validations were sometimes appearing when they shouldn't. Validations now properly respect their document type extension settings.
• We've corrected calculations for amount-based matching, ensuring that matching status and variance percentages are displayed accurately.
• We've resolved an issue where users couldn't complete transactions with lengthy address information.
• We've added search functionality to the Keyword Coding Rules page, making it easier to find and work with document coding settings.
• We've upgraded several front-end components to ensure ongoing compliance with security standards.

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.

Release date: 11 November 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

Enhanced approval routing options​

Zudello's approval system routes documents to the right people at the right time, helping you maintain compliance and control over your business processes. Our delegation of authority (DOA) features ensure that approvals follow your company's governance requirements.

We've expanded our approval routing options to handle more complex approval scenarios. You can now configure approval flows to automatically exclude document submitters from the approval process. This improves separation of duties by ensuring that the person who submits a document can't also approve it, even if they would normally be part of the approval flow.

When Exclude submitter is turned on, documents will follow one of the following flows:

• For approvals that start from the bottom of the tree
  • Approval follows your defined DOA from the lowest approval level upward
  • If the Submitter is responsible for any approval steps, the document will skip their step and move to the next approver in the DOA
• For approvals that start from the submitter submitter
  • If the submitter is in the DOA, approvals will start from the next approver in the DOA
  • If the submitter is not defined in the DOA, approvals will start from the bottom of the tree as detailed above
• For approvals that go directly to the user with a sufficient limit
  • Usually the approval will go directly to the approver with a sufficient approval limit
  • If the submitter is the first approver with a sufficient limit, the approval will go to the next approver in the DOA

These enhancements help you meet compliance requirements while maintaining efficiency and simplicity within your approval flow.

Resolutions

Approval sentence handling​

We've resolved an issue where error messages were sometimes displayed unnecessarily during the approval process. Previously, when certain approval conditions weren't met and the system was configured to skip that step, an error message would still appear in the system logs.

We've improved this process to display appropriate messages based on your exception handling configuration:

• Fail if no match
  • If a required condition isn't met, the system will stop processing and display an error message
• Skip sentence if no match
  • If a condition isn't met, the system will skip that automation and proceed to the next automation without unnecessary error messages
• Skip line if no match
  • The system will only process document lines that meet the specified conditions

These improvements provide clearer information about approval routing decisions and reduce unnecessary error messages.

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.

Release date: 5 November 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

Dependencies​

Data Dependencies help you create smart, contextual field relationships in Zudello. When configured, they automatically limit the options in one field based on what you select in another.

We now support limiting the list of available suppliers based on the subsidiary or location chosen on a document. If you choose a subsidiary or location before selecting a supplier, we can limit the list of suppliers to only those that:

• Are listed as being available for the selected subsidiary/location, or
• Have no dependency data saved (i.e. are not subsidiary/location dependent)

These dependencies will also take effect during enrichment, which is the process after document extraction where Zudello links the relevant company (supplier or customer), item, and dimension information. During enrichment, Zudello will now check:

• If there is a subsidiary and/or location set against the lines (from a keyword document coding rule or some other business rule)
• If not, if there is:
  • A default subsidiary/location set against the inbox the document was received by (emailed documents only), or
  • A default subsidiary/location set against the user who created or uploaded the document

If the above rules produce a single subsidiary/location, when linking a company we'll filter to only those companies that are:

• Listed as dependent on the subsidiary/location, or
• Listed as having no dependencies on subsidiary/location

If the above rules produce multiple subsidiaries/locations (i.e. there are different subsidiaries/locations on each line), we won't apply any filter when linking a company.

For more information, see Data Dependencies.

Mileage expenses​

Calculating and tracking mileage is simpler than ever with our new mileage expenses for reimbursement claims.

You can now create mileage expenses by entering the locations you've travelled to and from, and Zudello will calculate the route and distance between the two points. This distance can then be used with preset mileage rates to quickly and easily determine the value of mileage reimbursement expenses.

The new mileage expense form uses Google Maps to determine the route and distance between points. You can add multiple stops to ensure you track all required travel, without needing to process multiple mileage expenses for a single day of travel.

Validation tolerance on forms​

Validations ensure your document values are correct without the need for manual checks. Commonly used validations check for issues such as:

• Line totals that don't add up to the document subtotal or total
• Tax totals that don't match the sum of line tax amounts
• Other similar discrepancies that might indicate errors

We now support customisable tolerances on validations to account for slight rounding discrepancies and other minor differences. The default tolerance applied to all document types on Zudello V3 is $0.0201, but you can customise this for each document type in your team.

For help with adjusting the validation tolerances on your forms, please reach out to support@zudello.com.

Resolutions

We're constantly working to refine Zudello functionality and ensure that we address any issues as soon as possible. As part of this release, we've made the following resolutions and improvements:

• We resolved an issue where keyword coding rules weren't correctly applied due to case sensitivity. All keyword lookup rules are now case insensitive.
• We've restricted which modules and submodules you can select when converting a document. The following conversions are NOT allowed (structure is Existing Submodule > Converted Submodule):
  • Expenses > Mileage
  • Expenses > Claim
  • All Modules (Expenses, Sales, Purchasing, CRM) > Requests
• We've improved exporting selections and filter behaviour when selecting module and submodule.
• We've resolved an issue with document URLs displaying incorrectly when a document was opened from the inbox. When you navigate from the inbox to a document, the URL will now refresh properly and display the URL of the document.
• When you're making a configuration change to dataset fields, we now display a warning and await confirmation before clearing data to prevent accidental deletes. This is in addition to the existing warning that displays when you change the dataset type.
• You can now view the associated tax solution on a tax rate form if the field is enabled. If you'd like to discuss enabling this field, please contact support@zudello.com.

Have an idea?

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.

Release date: 31 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

Bulk transaction importing​

Zudello's importing feature now supports bulk transactions, allowing you to import multiple transactions at once. For more information on this feature, see Importing Records.

Creating goods receipts​

We've added functionality to simplify the goods receipting process. You can now create a goods receipt directly from a PO, and choose the quantity or amount to receive. You can also receive all remaining quantity or amount on a purchase order by clicking Receive all remaining.

For more information see Creating Goods Receipts.

Price comparison alerts​

In addition to comparing invoice unit prices against purchase order pricing, we've introduced the option to compare transaction unit prices to the purchase price or sell price of linked items.

When this feature is enabled, we'll compare the unit price (exclusive) of the transaction line to the purchase price (purchasing module) or sell price (sales module) of the linked item where one exists. An icon will appear next to the unit price column to indicate whether the price matches. You can hover over the icon for more details on the comparison.

Zudello uses the tax exclusive unit price for the comparison, regardless of whether the unit price on the invoice is tax inclusive or exclusive.

The comparison is calculated in the background once you save a transaction. Consequently, comparisons may not display until after you've saved the transaction.

Comparisons are displayed as warnings only and can't be used to prevent a transaction from being submitted.

Please contact support@zudello.com to discuss enabling this feature for your team.

Expense/claim handling improvements​

We've improved several processes to reduce expense/claim discrepancies and improve transparency.

Prevent deletion of linked records​

We now prevent deletion of certain records, even for users with delete permission. The following records can no longer be deleted:

• Expenses that have been linked to a claim
  • You need to reopen the claim, unlink the expense, and then delete the expense
• Expenses that have been linked to a payment
  • You need to reopen both the expense and the payment into User Review status, and unlink them via the reconciliation screen
• Payments that have been linked to an expense
  • You need to reopen both the expense and the payment into User Review Status, and unlink them via the reconciliation screen

Restrict users reopening completed expense transactions​

We've introduced a new user permission called Revert completed. Only users with this permission enabled can revert or reopen transactions in a complete-type status (e.g. Completed).

By default, this permission is disabled for all user groups.

Improve audit logs​

When a claim is submitted, the associated expenses are set to Closed status. We now show an audit log entry against the expense when this status change occurs.

Calculate claim totals​

When expenses are added, edited, or removed from claims, we recalculate and refresh the claim lines automatically. Previously, we relied on front end calculations to update the claim totals. We've now introduced backend processes that calculate the claim total, tax, and subtotal. This ensure that the claim totals are always kept up-to-date and correct.

Resolutions

Performance improvements for approving, rejecting, and force approving​

We've made several performance improvements to approval-related actions. You may notice increased speed when approving, rejecting, and force approving documents.

Exporting original files​

We've resolved an issue where files weren't bulk downloading correctly when multiple resources shared the same file name. We now append the transaction UUID to the file name when downloading in bulk to ensure that each file name is unique and downloaded correctly.

Allocation messaging​

To avoid any confusion around the newly introduced item price comparison, we've improved the hover messaging for price comparisons when allocating transactions. We now include the submodule name in the hover message to provide additional clarity to the comparison.

E.g. Purchase order price comparison displayed on an invoice

E.g. Receipt price compaison displayed on an invoice

Automation error​

An automation error was occasionally displayed in the automation log for some resources. The error was not caused by or the cause of an automation failure; it was simply a cosmetic error that was displayed. We've now identified and resolved the root cause of the issue.

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.

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.

Release date: 10 October 2024
Version: v3

Here's the latest summary of what’s new and improved in Zudello, as well as what was resolved in the latest release.

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

New and improved

Supplier, customer and employee default document types​

Code documents faster than ever, by configuring the default document type that applies when you link specific suppliers, customers, or employees to a transaction.

You can configure default document types for different submodules. For example, you might receive inventory invoices from some suppliers and service invoices from others, but treat all suppliers' credit notes the same.

We extract default document types as part of the extraction process. Importantly, we won't apply default document types when you manually match suppliers, customers, or employees to a transaction, or when an automation sets them after the extraction process has already finished.

See Supplier Default Coding for more.

Allocations - any line to any line matching​

Zudello's two-way and three-way matching plays an integral role in ensuring compliance and accuracy across the procurement lifecycle. 

Previously, when allocating documents (e.g. matching an invoice to a purchase order), our intelligent engine would match the lines of each document based on either stock code or description. This works well for inventory and stock-based documents, but meant that service or non-stock documents had to be manually allocated line-by-line. 

We have now expanded our engine to allow allocation on an any line to any line basis, allowing you to easily allocate any two transactions, even where the number of lines do not match.

When this option is enabled and a transaction is allocated (e.g. an invoice is allocated to a purchase order), lines will be allocated from top-to-bottom, until either all lines are matched or the matched transaction (in this case the purchase order) is fully consumed. 

Please contact Zudello Support to discuss enabling this feature for your team.

Approvals - DOA based on document total​

To increase the security and flexibility of approval flows, you now have the option to base each DOA approval decision on either of the following comparisons:

• The sum of applicable transaction lines vs the user user group's limit
  OR
• The document total vs the user user group's limit

Please contact Zudello Support to discuss enabling this feature for your team.

Importing - Item Alternatives​

Zudello's Item Alternatives feature removes the frustration of updating item codes, line-by-line, when your supplier uses different stock codes than you do. Instead of manually updating item codes, you can train Zudello to automatically swap out your suppliers stock codes for your corresponding item codes. 

Previously, Item Alternatives were updated one-by-one via the item card.

We have now enabled bulk importing of Item alternatives. When uploading item alternative imports users need to select:

• Module: Inventory
• Submodule: Catalogue
• Item Alternative

The following fields are currently available when creating Item Alternatives (* denotes a mandatory field):

• Item*

  • The Catalogue Item you want to lookup and link to the Transaction Line (i.e. your item code)

  • Can be imported using:

    • UUID
    • External ID
    • SKU

    

• Supplier / Customer

  • The Supplier / Customer the Item Alternative relates to. This allows you to link the same Catalogue Item if Suppliers / Customer refer to them by different codes. Can be left blank if the rule is generic i.e. the SKU is 'FREIGHT'

  • Can be imported using:

    • UUID
    • External ID
    • Code

    

• SKU*

  • The extracted code that you want to lookup and convert into the Linked Item (i.e. the supplier's/customer's item code)

Please reach out to your Organisation Administrator to discuss importing Item Alternatives for your team. 

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.