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.

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

In this release:​

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

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: 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: 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: 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: 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.