2 posts tagged with "Duplicate checking"

Release date: 7 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​

Supplier splits​

Splitting suppliers invoices between multiple departments or business areas can be time consuming and inefficient. We've launched our new supplier splits feature to help you automatically allocate costs faster than ever.

This powerful new feature allows you to:

• Preconfigure how certain suppliers' invoices should be split across different dimensions
• Automatically apply these percentage-based splits during invoice processing
• Perform manual adjustments when needed for specific invoices

This tool is ideal for any organization that processes supplier invoices requiring percentage-based splits across different business areas. See Supplier splits for more information, and reach out to support@zudello.com to discuss enabling this feature for your team.

Merging documents​

Sometimes you can't control how your suppliers send you invoices. We've introduced a new merging feature to streamline how you handle multi-page invoices that are sent as multiple attachments.

This new feature allows you to quickly and easily merge multiple pages of the same document when they are uploaded separately. Merging documents will send the new merged document back through the extraction pipeline, ensuring that the extraction process takes the whole document into account.

For more information, see our guide on Merging documents.

Enhanced duplicate resolution​

Identifying and managing duplicate documents is essential for preventing processing errors and avoiding double payments. We've further improved our duplicate management with new options for dealing with with duplicates.

The enhanced duplicate resolution feature allows you to:

• View both potential duplicate documents side-by-side with key information clearly displayed
• Compare document status, creation date/time, and attachment previews at a glance
• Open full document views in new tabs for more detailed review
• See a clear "No file attachment" warning for any manually created documents
• Take immediate action with three options:
  • Permanently delete the duplicate
  • Change the status of the duplicate document to DELETED while retaining the record
  • Merge duplicates (available only for documents with file attachments)

This streamlined process helps you maintain clean records with minimal effort and eliminates confusion when dealing with potential duplicates. For more information, see our guide on Duplicate documents in Zudello.

Document Studio improvements​

Document Studio empowers you to customize how Zudello extracts data from your documents. We've made several important improvements to enhance your experience with this feature:

• Resolved an issue where deactivating prompts didn't work correctly
• Fixed inconsistencies when running prompts for the first time
• Added size limits for testing documents to ensure optimal performance

We're continuing to enhance Document Studio with upcoming improvements to:

• Improve performance when running prompts
• Add the ability to upgrade to the latest global workflow
• Make the system better compatible with expense documents

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:

• Resolved an issue where rescanning caused supplier, currency, and other information to be cleared incorrectly
• Improved document number extraction to ensure more accurate duplicate detection
• Enhanced system role management to prevent incorrect assignee and approver selections

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 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​

Allocations​

Allocations help you match transaction lines to their corresponding documents, ensuring accurate records and preventing discrepancies. We've continued our focus on allocations and introduced the following improvements:

• Allocations are now automatically cleared when you change a document type in a way that affects matching requirements. This prevents confusion and ensures your allocations remain accurate when:
  • Changing from three-way matching to two-way matching document types
  • Changing between quantity-based and amount-based allocation document types
  • Changing to a document type that doesn't require allocations

When these changes occur, Zudello will display a warning and ask for your confirmation before clearing the allocations. If allocations are still required after the change, remaining and discrepancy calculations will update accordingly.

Duplicate checking validation​

Zudello helps prevent unnecessary work and overpayments through automated duplicate checking. We've improved our duplicate detection to better protect your business from processing the same document multiple times:

• Duplicate checks now verify that each combination of submodule, supplier/customer, and document number is unique
• Duplicate checks run automatically when you open a document and when you edit the supplier or document number
• Duplicates are now treated as blocking errors if the document number field is visible and required, preventing submission until the issue is resolved
• If the document number is not marked as required, duplicate checks will appear as warnings only

These enhancements provide stronger protection against duplicate payments while maintaining flexibility when you need it.

Supplier and customer specific pricing​

Price comparisons help you quickly identify pricing discrepancies across your transactions. We've expanded our price comparison options to give you more flexibility.

Customer/supplier specific pricing​

Unit prices are now compared to pricing set in the item alternative table for the relevant supplier (purchasing module) or customer (sales module).

• When specific pricing is available in the item alternatives table, an indicator appears next to the unit price
• If no specific price is available, the system falls back to comparing against the purchase price, sell price, or retail price

Auto-fill pricing​

When creating requisitions, Zudello can now automatically fill in customer or supplier specific pricing, ensuring that you and your customers always pay the right price.

When a supplier (purchasing module) or customer (sales module) is assigned to the transaction, selecting an item from the catalogue will automatically fill the unit price with pricing from the item alternatives table.

Group membership management​

User groups help you manage permissions and access for teams of users. We've introduced a new Group Membership Management page to make it easier to view and manage which users belong to specific groups.

Organisation administrators can now access a central location to view and manage user group associations across teams. The page displays all user groups in a table format, with key information such as:

• Group name and description
• Group type (indicated by colour)
• Number of associated users
• Expandable list of users for each group

You can also filter for a specific team to view all users associated with the user groups for that team. Collapse all and expand all shortcuts make navigation easier, while search functionality helps you quickly locate specific user groups, user names, or email addresses.

The add users button allows you to quickly add multiple users to a group.

This new management page helps ensure your user group membership remains up to date and in line with your organisation's needs. For more information, see User Groups.

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:

• Several performance improvements have been implemented across the platform, including a specific performance issue that affected dependency deletion
• We've fixed authentication issues related to Microsoft Entra ID (formerly Azure AD)
• We've resolved a MIME type issue that prevented certain documents from being uploaded
• Unit price exclusive calculations now work correctly when quantities are negative
• Unclassified documents are now rescanned automatically once you classify them
• The tax included flag is now set correctly when documents don't have a subtotal
• We've added a new payment reference field for suppliers, customers, and employees
• Delivery addresses are no longer overwritten when converting quotes to purchase orders

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.