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Release date: 10 September 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.

In this release:​

• Improved approval navigation and processing
• Performance enhancements for document extraction
• New escalation options for approval workflows
• Document Studio improvements and more

New and improved​

Requests submodule navigation​

The Requests submodule allows you to quickly view and action all of your outstanding approvals in one place. We've improved the navigation experience when moving between documents to help you process approvals more efficiently.

Previously when navigating through approval requests in the Requests submodule, the navigation buttons would disappear when documents were refreshed after approval, making it difficult to move to the next pending approval.

The system now maintains your position in the queue even after documents are approved and moved to the next processing stage. This allows you to seamlessly move from one approval to the next, without needing to click out of each document and into the next.

Performance improvements​

We've made significant performance enhancements to improve processing speed and reliability of our document extraction, particularly during high-volume periods.

The system now uses smarter queue management to better handle large document uploads, and ensure fair processing for all teams. This means faster average document processing times and more consistent performance.

Enhanced tax number matching​

Supplier matching automatically links documents to the correct suppliers in your system, and is often driven by the extracted tax number on a document. We've improved how the system matches tax identification numbers such as ABNs to provide more accurate supplier recognition.

The system now correctly handles tax numbers that include dashes. This improvement ensures more reliable supplier matching, regardless of how the numbers are formatted on your documents.

New approval escalation options​

Approval workflows use automated escalations to ensure documents are processed within appropriate timeframes. We've introduced a new escalation method that provides more flexibility in who approvals are escalated to.

Next milestone escalation​

Instead of escalating only to direct managers, approvals can now be configured to escalate through your delegation of authority (DOA) structure.

• Automatic progression
  • When an approval times out, it automatically moves to the next appropriate approval milestone based on your configured approval limits
• Fallback protection
  • Configure fallback approvers to ensure approvals don't get stuck if they reach the end of the approval chain
• Streamlined setup
  • Reduces the need to maintain direct manager relationships in user records if you are already maintaining an approval DOA

How it works​

When an approval exceeds its time limit, the system evaluates your delegation of authority rules and creates the next required approval milestone. The original approver's response is marked as escalated, and the next level approvers receive urgent approval notifications.

If approvals reach the end of the approval chain, they escalate to your configured fallback approvers, who can force approve to ensure processing continues.

This enhancement is particularly useful for organisations with complex approval hierarchies or those who prefer approvals to follow spending authority limits rather than management reporting lines.

Enabling next mileston escalation​

Next milestone escalation is currently only available for selected teams. To discuss enabling this feature for your team, reach out to support@zudello.com.

Document Studio improvements​

Document Studio empowers you to customise how Zudello extracts data from your documents, ensuring maximum accuracy for your specific document types and formats.

We've resolved issues with system prompt availability and improved custom prompt functionality, including better handling of tax extraction when no tax is found in documents.

Document Studio is currently only available for selected teams. To discuss enabling Document Studio for your team, reach out to support@zudello.com.

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 approval issue where wildcard (empty) cells in delegation of authority (DOA) configurations weren't being applied correctly for header dimensions, such as suppliers.

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.