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Release notes edition 3.6.15

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.

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

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

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.