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're now conducting manual beta testing 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

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: 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

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 "More Actions" menu and 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: 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: 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 in Relationships
• 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: 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: 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: 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 Item Default Coding or 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.