2 posts tagged with "Keyword coding"

Release date: 20 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​

Improved catalogue search​

Finding the right items in your catalogue is essential for efficient document processing. We've made significant improvements to how searching works when looking for items by SKU or description.

Within the catalogue submodule​

We now use the following conditions for searches within the catalogue submodule:

• For searches with hyphens (e.g. C-2500-NAVY-87R) we look for an exact string match
• When you enter multiple keywords separated by spaces (e. g. Yakka Cargo), both keywords must be present in the results
• Results that exactly match your search criteria now appear at the top of your results, with partial matches displayed further down the list
• Sorting order is maintained based on the view you're using (date updated or date created)

In drop-down selectors​

• Item selection drop-downs, such as on transactions and other forms, now show results ordered by relevance
• The most relevant matches appear at the top of the list

These improvements make it much easier to find exactly what you're looking for, saving you time when creating and processing documents.

Keyword coding enhancements​

Keyword coding rules help automate the coding of dimensions and other information on your transactions. We've updated how these rules work to give you more control:

• Rules now fully overwrite fields rather than only filling in blank values
• All configured rules are now executed in the order they appear in the rules list
• If multiple rules apply to the same field, the last rule executed will determine the final value

This change gives you more flexibility when setting up complex coding rules, as you can now create layered rules that run one after the other.

Expanded fields for delegation of authority (DOA) approvals​

Delegation of authority (DOA) rules ensure that transactions are approved by the right people, every time. We've expanded our DOA capabilities to include the following new dimensions:

• Item groups
• Item categories
• Project types
• Project groups

This expansion gives you more flexibility when configuring approval workflows, allowing you to match your ZUdello workflow exactly to your business needs.

Place order audit improvements​

Purchase order management helps you track orders with suppliers throughout the full procurement cycle. To maintain accurate audit trails, we've made the following improvement to system behaviour.

When duplicating a purchase order, the Placed by and Placed at fields are now automatically cleared. This ensures that your audit trails remain accurate and reliable, making it clear which orders have been placed, when they were placed, and by whom.

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 optimised timezone settings for UK customers to improve performance
• We've made improvements to the saving process for user groups with numerous permissions
• We've resolved an issue where the Created by user field couldn't be added to forms, complementing the previously released ability to add Placed by and Submitted by fields

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: 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.