Release date: 6 February 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​

Invoice line consolidation​

Invoice line consolidation helps simplify your document processing by combining all line items into a single consolidated line. This is particularly useful for utility bills or other invoices where detailed line items aren't necessary for your records.

We've improved the supplier and customer Consolidate lines option to handle invoices with repeated pricing or line items more accurately. When this option is selected, the system now creates a consolidated line with:

• Description set to Document total
• Quantity of 1
• Unit price equal to the document total
• Line total equal to the document total

To improve system performance, we also now automatically consolidate lines for invoices with more than 500 lines. For these invoices, a single line is created with:

• Description set to Document total, consolidated due to over 500 lines
• All other values per the standard consolidate function detailed above

This new automation prevents performance issues when viewing or processing large invoices.

Status type settings​

Status type settings help maintain the integrity of your procurement workflows by controlling which actions users can take on documents at different stages of processing.

We have made a number of changes to complete-type status settings to strengthen your procurement workflows. The following restrictions now apply for all documents in a complete-type status:

• The status can't be changed using bulk actions
• Assignees can't be changed using bulk actions
• Assignees can't be changed from list or table views

These changes ensure that your completed documents maintain their integrity and align with the copies in your ERP.

Amortisation schedules​

Amortisation schedules help you track expenses that need to be spread over multiple accounting periods, ensuring accurate financial reporting.

We've added several new optional fields for amortisation scheduling against transaction lines:

• Amortisation schedule
• Amortisation start date
• Amortisation end date

These new fields allow you to record amortisation schedules directly in Zudello, eliminating the need to manually adjust these details in your ERP after completing processing in Zudello.

Performance improvements​

We continuously work to make Zudello faster and more efficient. In this release:

• We've streamlined the authentication process when you sign in and validate your permissions, making the process faster.
• We've made various other performance enhancements across the platform.

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 issue where large exports failed to complete.
• We've fixed an issue where dragging values (especially items or dimensions) down cells did not correctly fill.
• We've resolved an issue where the enrichment process linked the wrong item when it found both a direct SKU match and a SKU within the description.The system now gives preference to direct SKU matches over SKUs found within descriptions.
• We've resolved an issue where quotes failed to process through the enrichment process when uploaded or emailed into Zudello.

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: 20 November 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

Document type default statuses​

Document types now have configurable default statuses that are applied when documents are created or reopened:

• Transactions (invoices, purchase orders, etc.) default to Review status when created and Ready status when reopened
• Non-transactions (items, suppliers, customers, dimensions) default to Active status for both creation and reopening

You can customise these settings in the document type settings.

Auto-approve for submitters​

Previously, if document submitters were also valid approvers on a document, they would need to reopen and approve documents they had already submitted for approval.

You can now configure approval flows to automatically approve any steps for document submitters, streamlining the approval process and removing the need for double handling.

New LLM document extraction pipeline​

Zudello's document extraction system pulls key information from your documents and makes it available for processing.

All teams are now automatically opted into our LLM (Large Language Model) extraction pipeline, which provides faster and more accurate document extraction. This advanced technology significantly improves the quality and speed of information extracted from your documents.

Performance enhancements​

We've made several improvements to Zudello's performance, helping you work faster and more efficiently:

• We've streamlined how documents are processed during enrichment, reducing the time it takes to extract and code your documents. We've also optimised how we calculate allocation variances, making the matching process faster.

• Opening transactions with allocations is now faster, as we've reduced the amount of background information loaded when viewing these documents.

• Processing claims with multiple linked expenses is now significantly faster. We've reduced processing time for claims with 20-30 linked expenses from nearly 2 minutes down to about 45 seconds.

We're committed to ongoing performance improvements and will continue to make Zudello faster with each release.

Resolutions

Bank account and ABN validations​

• We've resolved an issue where bank account and ABN validations were sometimes appearing when they shouldn't. Validations now properly respect their document type extension settings.
• We've corrected calculations for amount-based matching, ensuring that matching status and variance percentages are displayed accurately.
• We've resolved an issue where users couldn't complete transactions with lengthy address information.
• We've added search functionality to the Keyword Coding Rules page, making it easier to find and work with document coding settings.
• We've upgraded several front-end components to ensure ongoing compliance with security standards.

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.