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.

Release date: 18 December 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

Bulk submission for transactions​

We've enhanced the document submission process to make it even faster when working with multiple documents.

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

This feature is currently available to opted in customers only. Contact Zudello support to discuss enabling the bulk submit function for your team.

Units of measure in sales forms​

Units of measure help you track quantities accurately across your business. We've expanded this functionality to include sales documents, allowing you to:

• Add units of measure fields to your sales module forms
• Maintain consistency between purchasing and sales modules
• Track quantities more precisely across all transactions

Date and time filtering for automation logs​

Automation logs help you track and troubleshoot your automated processes in Zudello. You can now specify both date and time when filtering the automation log, making it easier to:

• Isolate specific events
• Troubleshoot automation issues more efficiently
• Find the exact information you need

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:

• Units of measure can now be added to forms in the sales module
• You can now specify a date and time when filtering the automation log to assist in troubleshooting automation issues
• Required fields are now shown with a less intrusive asterisk (*) when transactions are created, and will only show error banners if they are empty after a save or refresh
• We resolved an issue where standard users were unable to view the country list
• We fixed a navigation issue where users sometimes encountered a blank search page when moving through multiple pages
• We resolved an issue that prevented adding mileage expenses when clicking the add expenses button on a reimbursement claim
• We improved the messaging for documents in the unclassified section to better reflect their current status

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.

our ideas and feedback are an important part of our product planning process to make Zudello better for everyone.

Release date: 26 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

Expanded price comparison options​

Previously, Zudello could only compare invoice prices to purchase order prices when matching documents. You can now choose to compare the unit price of line items to one of the following:

• The linked item's purchase price
• The linked item's sell price

These options help you quickly identify pricing discrepancies across your transactions and ensure you're receiving the correct pricing from suppliers or offering the correct pricing to customers.

Contact Zudello support to discuss enabling this feature for your organisation.

Bulk quick actions​

Quick actions help you perform common tasks with a single click. For ease of use, quick actions are now available as bulk actions, allowing you to run the same quick action on multiple records at once. This saves time when you need to perform the same action on many documents at once.

The following limitations apply when running quick actions in bulk:

• Quick actions can only be executed against resources in editable statuses
• Bulk quick actions are not available via the All or Requests submodule
• Users must be authorised to list quick actions in order to see and execute them

Resolutions

• We've added additional tracing to identify and resolve document extraction errors more efficiently.

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.