Release date: 30 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​

New feature: Keyword coding rules​

We have launched our new keyword coding rules feature, which automatically applies predefined coding when specific keywords are found on a document.

For more information on setting up and managing these rules, see Keyword Coding Rules guide.

New Create a goods receipt feature​

Goods receipts help you track when items have been received, ensuring accurate inventory management and supporting three-way matching for invoice processing.

Users now have the ability to create goods receipts directly from the related purchase order. The two documents will be automatically linked, and all header and line information can be automatically copied across.

For more information, see our guide on Creating Goods Receipts.

Editable approvals​

Approval workflows help ensure the right people review and approve documents before they're processed. We've improved how editable approval milestones work to enhance system performance.

• We've implemented a new "Unlock" feature for editable milestones that makes approvals faster and more efficient
• By default, editable milestones are now read-only during the approval process
• When you need to make changes, simply click the Unlock button to edit the document
• After editing, you can choose to:
  • Update to save your changes without approving
  • Approve or Reject to complete the approval process

Supplier and item onboarding​

Managing suppliers and items efficiently is crucial for procurement processes. We've added new capabilities to streamline this process.

• You can now use computed field rules for automatically generating SKUs for items
• Default dates can now be set to "today" to better support procurement processes
  • Available as a UI setting and as a sentence action

PDF templates​

PDF templates allow you to create professional, customized documents for your business communications.

• PDF templates can now lookup additional information, including:
  • Subsidiary names
  • Document creator names
  • And more

Allocations​

Allocations help you match transaction lines to their corresponding documents, ensuring accurate records and preventing discrepancies.

• We've continued our focus on improving allocations with several enhancements:
  • Allocations are now automatically cleared when users change a document's status to Deleted or Rejected
  • Resolved an issue where allocations were not automatically created after items were linked to transaction lines
  • Improved linking between items and transactions to ensure allocations are correctly created

Resolutions​

We're constantly working to refine Zudello functionality and ensure the best possible experience. As part of this release, we've made the following performance improvements and issue resolutions:

Performance enhancements​

• Improved CPU threshold handling and scaling for better system responsiveness
• Implemented connection pooling to optimize database performance
• Enhanced our search API with dedicated resources and new options to improve search speed
• Converted more processes from asynchronous to synchronous for faster response times
• Improved auto-calculations when creating transactions, ensuring totals and tax calculate instantly when items are linked

Issue resolutions​

• Fixed an issue where users were unable to access the Requests submodule in Relationships
• Resolved an issue that prevented users from selecting fields when building exports
• Fixed display issues with logos
• Improved row selection in transaction tables, allowing highlighting with mouse for bulk duplicate and bulk delete actions
• Fixed an issue with supplier name search when configuring dependencies
• Resolved integrity issues when using the convert with duplicate function in automations
• Added a submodule filter to automations to make finding sentences for specific submodules easier
• Fixed display issues with thousand separators in table views
• Corrected the convert extension to properly reset document type selection when module or submodule changes
• Reinstated the ability to view a statement while in reconcile mode

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: 31 October 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 transaction importing​

Zudello's importing feature now supports bulk transactions, allowing you to import multiple transactions at once. For more information on this feature, see Importing Records.

Creating goods receipts​

We've added functionality to simplify the goods receipting process. You can now create a goods receipt directly from a PO, and choose the quantity or amount to receive. You can also receive all remaining quantity or amount on a purchase order by clicking Receive all remaining.

For more information see Creating Goods Receipts.

Price comparison alerts​

In addition to comparing invoice unit prices against purchase order pricing, we've introduced the option to compare transaction unit prices to the purchase price or sell price of linked items.

When this feature is enabled, we'll compare the unit price (exclusive) of the transaction line to the purchase price (purchasing module) or sell price (sales module) of the linked item where one exists. An icon will appear next to the unit price column to indicate whether the price matches. You can hover over the icon for more details on the comparison.

Zudello uses the tax exclusive unit price for the comparison, regardless of whether the unit price on the invoice is tax inclusive or exclusive.

The comparison is calculated in the background once you save a transaction. Consequently, comparisons may not display until after you've saved the transaction.

Comparisons are displayed as warnings only and can't be used to prevent a transaction from being submitted.

Please contact support@zudello.com to discuss enabling this feature for your team.

Expense/claim handling improvements​

We've improved several processes to reduce expense/claim discrepancies and improve transparency.

Prevent deletion of linked records​

We now prevent deletion of certain records, even for users with delete permission. The following records can no longer be deleted:

• Expenses that have been linked to a claim
  • You need to reopen the claim, unlink the expense, and then delete the expense
• Expenses that have been linked to a payment
  • You need to reopen both the expense and the payment into User Review status, and unlink them via the reconciliation screen
• Payments that have been linked to an expense
  • You need to reopen both the expense and the payment into User Review Status, and unlink them via the reconciliation screen

Restrict users reopening completed expense transactions​

We've introduced a new user permission called Revert completed. Only users with this permission enabled can revert or reopen transactions in a complete-type status (e.g. Completed).

By default, this permission is disabled for all user groups.

Improve audit logs​

When a claim is submitted, the associated expenses are set to Closed status. We now show an audit log entry against the expense when this status change occurs.

Calculate claim totals​

When expenses are added, edited, or removed from claims, we recalculate and refresh the claim lines automatically. Previously, we relied on front end calculations to update the claim totals. We've now introduced backend processes that calculate the claim total, tax, and subtotal. This ensure that the claim totals are always kept up-to-date and correct.

Resolutions

Performance improvements for approving, rejecting, and force approving​

We've made several performance improvements to approval-related actions. You may notice increased speed when approving, rejecting, and force approving documents.

Exporting original files​

We've resolved an issue where files weren't bulk downloading correctly when multiple resources shared the same file name. We now append the transaction UUID to the file name when downloading in bulk to ensure that each file name is unique and downloaded correctly.

Allocation messaging​

To avoid any confusion around the newly introduced item price comparison, we've improved the hover messaging for price comparisons when allocating transactions. We now include the submodule name in the hover message to provide additional clarity to the comparison.

E.g. Purchase order price comparison displayed on an invoice

E.g. Receipt price compaison displayed on an invoice

Automation error​

An automation error was occasionally displayed in the automation log for some resources. The error was not caused by or the cause of an automation failure; it was simply a cosmetic error that was displayed. We've now identified and resolved the root cause of the issue.

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.