2 posts tagged with "Bulk approve"

Release date: 20 August 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:​

• Email matching for user assignment
• Smarter document defaults
• Next generation expenses
• Bulk action refinements and more

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

New and improved​

Enhanced automation capabilities​

Zudello's automations help streamline your document processing by automatically applying business rules and workflows. We've introduced powerful new automation features to reduce manual work and improve accuracy.

Find and assign users automatically​

We've launched a new automation action that automatically finds and assigns users based on email addresses in your documents:

• Automatic user matching

  • The system can now find users by email address from fields like the sender (From email) field
  • Automatically adds matched users as assignees on documents

• Smart error handling

  • The automation continues smoothly even if no email is present or no matching user is found, preventing unnecessary workflow disruptions

This enhancement is particularly useful for automatically routing documents to the right team members based on who sent them.

Enhanced approval workflows​

Zudello's approval system ensures documents are reviewed by the right people at the right time.

When a document is rejected, the rejection reason is now automatically posted to the document's chat.

This provides better visibility when approvals are restarted after resubmission, and ensures integrity and accuracy of aproval audit trails.

Document type configuration enhancements​

Document types help you customise forms and workflows for different kinds of transactions. We've improved how the system handles default document type to reduce the need for manual adjustments.

Smarter default application during enrichment​

Document enrichment automatically applies coding rules and defaults to reduce manual data entry. We've enhanced when and how document type defaults are applied:

• Automatic default application

  • Document type defaults are now applied during the enrichment process. This occurs in the background before you open a document.
  • This removes the case where validation errors appear in the submodule view, but disappear when you open the document.

• Enrichment order of operations

  1. Keyword coding rules
  2. Supplier/customer/item matching
  3. Allocations auto-filling
  4. Apply coding defaults (employee, user, inbox, subsidiary, location, item, supplier/customer)
  5. Document type defaults

• Smart field population

  • The enrichment process runs in the order above, but only fills empty fields (unless force overwrite is enabled).
  • This leaves any previously set values from other rules unchanged, ensuring general defaults like document defaults don't overwrite more specific defaults like item default coding.

For more information on automated coding rules, see Keyword coding rules, Supplier default coding, and Item default coding.

Improved document conversion handling​

Document conversion helps transform one document type into another, such as converting quotes to purchase orders. We've refined how the system handles automation events during conversion to prevent conflicts.

Streamlined event handling​

The system now raises appropriate events based on document origin:

• System created documents

  • Only raises a Converted event when converted

• Uploaded or emailed documents

  • Only raises an Extract event when converted

This prevents conflicting automations from trying to update the same record simultaneously, eliminating deadlock issues.

Export template enhancements​

Export templates help you extract data from Zudello for reporting, analysis, or integration with other systems. We've added new fields to provide better document tracking and reference capabilities.

URL fields​

You can now include Zudello document URLs in your exports:

• Short URL: Direct link to the record within Zudello
• External URL: Reference link to related records in your ERP (only when populated by integrations)

This makes it simple and easy to reference specific Zudello transactions from exported spreadsheets or reports.

Extracted SKU field​

We've added the extracted SKU field to transaction exports:

• Available in purchasing, sales, and receipt exports
• Shows the original SKU as extracted from documents

Note: This field is only populated for transactions processed after the date of this release.

Email processing improvements​

Email processing helps automatically capture and process documents sent to your Zudello inboxes. We've enhanced duplicate handling and added new reprocessing capabilities.

Enhanced duplicate detection​

The system now provides more transparency when emails are blocked due to duplicates:

• Links to the existing document that triggered the duplicate check
• Connects the email to the existing document for easy review

• Adds quick filters and labels in the inbox for finding duplicates

Reprocess action​

You can now reprocess emails without requiring them to be resent:

• Available when the original document has been deleted
• Automatically creates new transactions and sends them for extraction
• Eliminates the need to ask senders to resend documents

This is particularly useful when documents need to be processed by different team members or when the original sender isn't the authorised approver.

Required permissions​

To reprocess documents you need the following permissions:

• Reprocess permission for the relevant module
• E.g. Purchasing Reprocess

Expenses improvements​

We're making significant investments in improving the expense management experience:

Streamlined claim validation​

Claims now validate all linked expenses automatically when submitted:

• View validation issues for all expenses directly from the claim
• No need to open individual expenses to check for problems
• Configurable validation rules including:
• Matching employee records across claim and expenses
• Consistent expense types (e.g. card spend vs personal spend)

Simplified expense editing​

We've removed unnecessary complexity from the expense editing process:

• For claims in Approval status, the editability of all linked expenses is now derived from the claim milestone settings
• This is combined with unlock permissions for better control
• Eliminates the need to reopen both expenses and claims to make edits

Automatic status synchronisation​

Expense statuses now automatically update to match their linked claims:

• Expenses follow claims through approval statuses
• Automatic status updates for completed or rejected claims
• Unlinking expenses from claims automatically reopens them for further editing

Improved user experience​

Several enhancements to reduce clicks and improve workflow:

• Optional confirmation prompts for dimension summary updates
• Simplified reject function without email requirements
• Better handling of expenses without policy issues

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.

Bulk processing enhancements​

Bulk actions help you efficiently process multiple documents at once. We've improved the user experience for bulk approvals and submissions. Users can now easily deselect specific records after making their initial bulk selection, providing more precise control over which documents are processed.

This removes the need to exit the bulk submit or bulk approval modal and reselect the records for submission.

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:

• Enhanced security by automatically rejecting emails with malicious file attachments and posting notifications to the email thread
• Resolved an issue where supplier email validation was incorrectly blocking document submission even when email validation wasn't enabled
• Fixed circular delegation loops that could cause authentication and team data errors
• Improved persistence of default status settings for create and revert actions
• Enhanced synchronisation between landed cost tables and item tables, preserving custom fields while updating matching fields
• Various performance improvements to backend processing

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.