11 posts tagged with "Budgets"

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: 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.

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

In this release:​

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

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.

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

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

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.

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

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

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.

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

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

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: 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: 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: 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: 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: 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.