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.