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Release notes edition 3.4.5

Release date: 19 February 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 extraction improvements

We've made a number of extraction improvements as part of our ongoing commitment to increase both the speed and accuracy of our document extraction process. These enhancements help ensure that more of your document data is correctly identified and populated into the appropriate fields, saving you time and reducing the need for manual corrections.

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 inbox template placeholders were not displayed correctly
  • We've fixed an issue where the Skip sentence if no match option was ignored when delegation of authority (DOA) approvals were set to start from the user with a sufficient limit
  • We've removed several legacy endpoints to improve overall system performance
  • We've improved error responses when using the send email functionality, providing more context as to why an email could not be sent

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 notes edition 3.3.8

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.