2 posts tagged with "Price Books"

Release date: 2 July 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​

Enhanced item alternatives management​

Item alternatives let Zudello automatically recognise different codes that suppliers and customers use for the same products, reducing manual data entry and improving processing accuracy. We've made significant improvements to how the system searches for and manages existing item alternatives.

We've enhanced the search functionality when assessing potential new item alternatives, particularly when an item has existing alternatives linked to other suppliers or customers. This improvement ensures more accurate matching and reduces duplicate alternative creation, making your item management more efficient and reliable.

Importing improvements​

Document importing helps you efficiently upload large volumes of data into Zudello using CSV files and other formats. We've continued enhancing our importing capabilities with several key improvements to make the process more reliable and user-friendly.

Enhanced importing reliability​

We've upgraded our importing tool to use new backend technology, resolving several issues with the previous system:

• Improved document type handling: The system now correctly sets document types during import, eliminating previous inconsistencies
• Better error handling: Resolved issues where imports would stall without providing error messages to users
• Enhanced UUID validation: Improved handling of invalid UUID entries during import

Code-based resource updates​

Previously, to update records you needed to provide the UUID or external ID of each record. We've now added the ability to import and update resources using the code field for matching, making it easier for end users to manage existing data via imports.

Enhanced filtering capabilities​

Filtering helps you quickly locate specific transactions and documents within your system. We've expanded filtering options and improved the user experience for finding the information you need.

Improved quick filters and better display​

Quick filters are always visible when you open the filtering tab, and allow you to quickly drill down to the documents you need.

We've also improved the display of very long filter names, particularly for approval-related filters.

New allocation filters​

We've added allocation-related fields to the filtering options, making it easier to track transaction matching status:

• Allocation statuses: Filter by current allocation status
• Variance amounts and percentages: Find transactions with specific variance levels
• Remaining amounts and percentages: Identify partially allocated transactions
• Discrepancy amounts and percentages: Locate transactions with matching discrepancies

Enhanced approval filters​

We've expanded approval filtering capabilities to help you manage workflow status more effectively:

• Filter by specific milestone names or statuses
• Filter by step names or statuses
• Filter by associated approvers
• Filter by approval responses or reasons

Available approval statuses and responses:

• PENDING (response and status)
• ESCALATED (response and status)
• DELEGATED (response only)
• FORCED (response only)
• CHANGED (response only)
• APPROVED (response and status)
• REJECTED (response and status)

Approval and notification improvements​

Approval workflows ensure documents are reviewed and approved by the right people at the right time. We've made several enhancements to improve the approval experience and ensure proper workflow management.

Automatic approval cleanup​

We've improved how the system handles archived or completed documents with open approvals:

• Automatic clearing
  • When documents change from "Approve" status to any other status type (such as Archive or Mark as Completed), the system automatically clears any open approvals
• Improved reporting accuracy
  • This ensures approval reporting correctly reflects actual outstanding approval actions
• Reduced unnecessary notifications
  • Prevents escalation and reminder notifications for archived or completed documents

Open approvals are defined as active and future milestones, including all their steps and responses. Previously approved or rejected milestones are preserved for historical tracking.

Enhanced approval notifications​

We've improved the approval notification system:

• New approver notifications
  • When you manually change an approver, the system automatically sends approval required notifications to the newly assigned approver
• Expanded reminder options
  • Manual reminders are now available for escalated approval steps
• Improved claim notifications
  • Enhanced handling of claim notifications to avoid showing "unavailable" or "unknown" placeholders when key information is missing

Document coding improvements​

Document coding helps you automatically populate transaction fields based on extracted document information, reducing manual data entry and ensuring consistent coding. We've enhanced the document coding configuration to prevent invalid setups and provide clearer error messaging.

Improved field selection​

We've refined which fields can be used in document coding rules:

• Source fields
  • Limited to only text fields that can be populated by the extraction pipeline
• Target fields
  • Filtered to show only writable fields, excluding system-controlled fields like:
    • User and system date fields (e.g. Created at, Created by)
    • System-controlled fields (e.g. Budget status, Allocation status)
    • Sub-resources that can't be directly updated

Enhanced error messaging​

We've reformatted error messages for invalid document coding rules to make them easier to read and understand, helping you resolve configuration issues more quickly.

Price Books improvements (limited customers only)​

Price management helps you maintain accurate pricing across different suppliers, customers, and business dimensions. We've continued enhancing our Price Books feature with new capabilities for managing complex pricing scenarios.

Dimension-specific pricing management​

Building on our basic implementation, we've added advanced pricing capabilities:

• Accept pricing workflow
  • Ability to accept pricing when managing dimension-specific pricing (such as Subsidiary or Project pricing) without overwriting existing prices
• Bulk import and export
  • Full support for importing and exporting item pricing records via the user interface

Price Books are currently only available for a selected number of teams and require additional implementation. Reach out to support@zudello.com to discuss enabling this feature for your team.

Reporting enhancements (limited customers only)​

Business intelligence and reporting help you gain insights into your document processing workflows and business performance. We've made improvements to enhance the reporting experience and provide better navigation capabilities.

Enhanced report exports​

We've improved how the system handles URLs and links when exporting reports:

• Better CSV and Excel exports
  • Enhanced handling of document URLs and links in exported data
• Approval dashboard improvements
  • Added document URLs and links to the approval dashboard, allowing users to easily navigate directly to transactions requiring attention (such as pending approvals)

Reporting is currently only available for selected teams. Reach out to support@zudello.com to discuss enabling this feature for your team.

Card Reconciliation improvements (limited customers only)​

Card reconciliation helps you match credit card transactions with expense records for accurate financial reporting and expense management. We're now conducting manual beta testing with selected customers and have made several enhancements based on initial feedback.

Enhanced expense management​

• Payment method visibility
  • Added the Payment method field as a column to the payments submodule table view for better transaction tracking
• Improved filtering
  • Added an additional filter to the card reconciliation screen specifically for Card Spend expenses

Smart default filters​

We've implemented intelligent default filters that users can modify as needed:

• Payment method matching:

  • Filters expenses by the selected Payment Method for reconciliation
  • Includes expenses without a Payment Method set
  • Can be disabled to show expenses regardless of payment method

• Card spend filtering:

  • Filters expenses by Expense Type = Card Spend
  • Can be disabled to show all expenses regardless of type
  • Both filters can be removed by clicking the 'x' if not needed

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 added new extraction capabilities to capture more information from your documents.

Enhanced extraction capabilities​

We've expanded Document Studio's ability to extract information from transaction documents:

• Transaction Line Notes support
  • Document Studio now supports extracting notes from individual transaction lines

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:

• We resolved an issue where logos with identical names would overwrite each other across different teams, ensuring each team's branding remains distinct.

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: 25 June 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 item management features​

Item management helps you maintain your product catalogue and ensure accurate coding across all transactions. We've launched two new item management features to let how you create and manage items directly from the document viewer.

Create new item flow​

You can now create new items directly while processing documents. When this setting is enabled, you'll see a + icon when searching for items in your catalogue.

Clicking the + icon will:

• Open a new item modal
• Prefill key information from the transaction line, including SKU, description, and pricing
• You can then add additional relevant information before saving the new item

This eliminates the need to leave the document viewer and navigate to the Items submodule to create missing items. Reach out to support@zudello.com to discuss enabling this feature for your team.

Create item alternatives flow​

When suppliers or customers use different codes than your internal product codes, Zudello's Item alternatives automatically recognises these alternative codes and match them to the corresponding items.

To make onoing item management easier, Zudello now allows you to add new Item Alternatives straight from the document viewer. If you manually link an item to a transation line:

• Zudello checks if the extracted code matches any existing item alternatives
• If no match is found, you'll see a warning with the option to create new item alternatives
• You can save all suggested alternatives or deselect unwanted options
• The system automatically populates supplier or customer fields for the new alternatives

Enhanced Extraction Process​

To support item alternative creation, we've improved our extraction process:

• The system now captures both the original extracted code and the matched item code
• When items are linked to transaction lines, the line code is automatically updated to match the linked item
• The extracted item code is still saved against the document, to ensure all originally extraced data remains available, even after alternatives are applied

Price Books (Limited customers only)​

Price management helps you maintain accurate pricing for validation and automation across different suppliers, customers, and business dimensions. We're excited to announce the limited release of our new Price Books feature.

Price Books make it simpler for you to:

• Manage specific pricing arrangements: Configure and manage fixed item pricing for specific suppliers, customers, locations, or projects
• Automate pricing application: Automatically apply the correct pricing when creating requisitions or purchase orders
• Validate invoice pricing: Compare received invoice prices against your negotiated rates to ensure accurate billing
• Support complex pricing scenarios: Handle multiple pricing dimensions and hierarchies

Key capabilities​

• Flexible pricing dimensions: Configure pricing by supplier, customer, subsidiary, project, or combinations thereof
• Automatic price prefilling: Populate correct pricing when creating new transactions
• Price validation: Compare invoice prices against configured rates with customisable tolerance levels
• Comprehensive search and filtering: Easily find and manage pricing across large catalogues

Price validation enhancements​

We've upgraded our price comparison capabilities with a new validation system that checks prices in order of priority:

1. Price Book pricing (most specific and relevant)
2. Supplier/Customer specific pricing (legacy feature, to be deprecated)
3. Line pricing (customer-specific retail pricing)
4. Item pricing (standard purchase or sell prices)

The system displays clear indicators showing whether prices match, are higher, or lower than expected, with detailed context available on hover.

Price Books are currently only available for a selected number of teams and require additional implementation. Reach out to support@zudello.com to discuss enabling this feature for your team.

Importing improvements​

Document importing helps you efficiently upload large volumes of data into Zudello. We've significantly upgraded our importing infrastructure to provide better reliability and expanded functionality.

Enhanced importing engine​

• Improved reliability: Resolved issues where imports would stall without error messages
• Better document type handling: Fixed problems with document type assignment during import
• Enhanced error reporting: More detailed feedback when imports encounter issues

Expanded date format support​

You can now import data using additional date formats:

• YYYY-MM-DD
• YYYY/MM/DD

Flexible resource updating​

• Code-based matching: Update existing resources by matching the code field, eliminating the need to provide UUIDs or external IDs
• Improved data integrity: The system prevents duplicate matches by failing imports when multiple records share the same code

We're continuing to test and refine the importing system to identify and resolve any remaining issues in upcoming releases.

Enhanced virus scanning​

Document security is essential for protecting your business data. We've improved our virus scanning capabilities to provide better protection against corrupted and malicious files.

The enhanced virus scanning now:

• Rejects unsafe files: Automatically blocks corrupted and malicious files during manual upload
• Provides clear feedback: Shows error warnings when files are rejected
• Protects all upload methods: Covers manual uploads, email attachments, and API submissions

This improvement helps maintain the security and integrity of your document processing workflows.

Reporting (Limited customers only)​

Business intelligence and reporting help you gain insights into your document processing workflows and identify opportunities for improvement. We're excited to announce the alpha release of our new Reporting suite.

Key features​

• Comprehensive dashboards: Access pre-built reporting dashboards covering key business areas
• Flexible filtering: Filter reports by date ranges, users, submodules, and other dimensions
• Export capabilities: Download individual charts and reports to Excel or CSV formats
• Real-time insights: Refresh dashboards on demand to see the latest data

Available dashboards​

Approval Dashboard

• Track pending approvals by user and submodule
• Monitor escalations, forced approvals, and rejections over time
• Analyse approval response times and identify bottlenecks
• Review detailed approval histories with searchable data

Accrual Dashboard

• Monitor business expenses recorded before payment
• Track documents yet to be fully processed through to your ERP
• View accruals at both header and line level
• Filter by supplier, location, account codes, and other dimensions

Administrative access​

• Super user access: Unrestricted access to reports across all teams
• Configurable permissions: Teams can be opted in using REPORTING#VISIBLE and REPORTING#VIEW permissions
• Admin-focused: Designed for administrative users with elevated access requirements

Reporting is currently only available for selected teams. Data permissions are not enforced in reporting, so this should be considered an admin-level feature. Reach out to support@zudello.com to discuss enabling this feature for your team.

Document Studio improvements​

Document Studio empowers you to customise how Zudello extracts data from your documents. We've resolved several issues to improve the accuracy and reliability of document extraction:

• Fixed reference field population: Resolved an issue where reference fields weren't being populated correctly during extraction
• Enhanced extraction reliability: Improved overall extraction accuracy and consistency

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.

Backend validation enhancements​

Data validation helps ensure information is accurate and complete before documents are processed. We've added new validation capabilities to help maintain data quality:

• Unit of measure validation: Added validation to flag items with unit of measure conversions but no base unit of measure configured
• Payment reconciliation fixes: Resolved validation errors that could occur during payment reconciliation processes

Backend validation is currently only available for a selected number of teams. Reach out to support@zudello.com to discuss enabling this feature for your team.

Budget management improvements​

Budget management helps you control spending and ensure costs stay within defined limits. We've introduced new configuration options to provide more flexibility in how budget information is displayed and managed.

Enhanced budget visibility controls​

We've added the following budget visibility controls:

Restrict budget impact visibility

• Budget owner restrictions: Limit budget impact information to budget owners and budget line owners only
• Configurable access: Choose whether all users or only budget owners can see budget details
• Comprehensive coverage: Restrictions apply to banners, sidebar modals, exception columns, and email notifications

Streamlined budget exception handling

• Optional exception reasons: Configure whether users must provide reasons when submitting over-budget transactions
• Flexible workflows: Allow users to submit without disruption when exception reasons aren't required
• Maintained validation: Budget exceptions still require individual document review and cannot be bulk submitted

These enhancements provide more granular control over budget information access while maintaining necessary financial controls.

Enhanced data permissions​

Data permissions help control which users can access specific documents and information within your system. We've made several improvements to provide more intuitive access management:

• Simplified message thread permissions: Removed unsupported Related options from message thread permissions
• Improved expense access: Resolved an issue where claim approvers couldn't access linked expenses when using Own data permissions
• Automatic related access: Users who can access claims now automatically gain access to related expenses, and vice versa

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:

• Dataset management: Added dataset type and version labels to the dataset list view for easier identification
• Module organisation: Removed unnecessary All submodules from modules where they weren't needed
• Email handling: Improved email display in related resources and resolved issues where emails showed as "unknown" related resources
• Email visibility: Emails are now hidden from the related resources section but remain accessible via the inbox icon
• Workflow improvements: Resolved an issue where update events weren't raised after the place order action

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.