One post tagged with "Supplier matching"

Release date: 11 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​

Enhanced supplier and customer matching​

Document extraction and supplier matching help automatically identify and link suppliers to invoices, reducing manual data entry and improving accuracy. We've significantly improved how Zudello matches suppliers and customers to documents through enhanced recognition capabilities.

Improved tax number matching​

We've enhanced our tax number (ABN) matching to handle common extraction issues:

• Advanced handling of incorrectly extracted tax numbers, including situations where an extra digit is added during document scanning
• Intelligent search algorithms that can still find the correct supplier even when tax numbers are extracted with minor errors
• Improved accuracy for Australian ABN recognition and matching

Expanded matching criteria​

We've broadened the range of information used to match suppliers and customers:

• Bank account number matching: Documents can now be matched using bank account details.
• Company reference matching: Added support for account numbers and reference codes.
• Enhanced email matching: Improved email-based supplier identification, including matching from sender email addresses.
• Phone number matching: Documents can be matched using supplier phone numbers.
• Alternative supplier information: Extended search to include supplier alternative records for more comprehensive matching.

The matching process now follows a logical hierarchy, starting with the most reliable identifiers (tax numbers) and progressively expanding to other criteria when needed. This ensures accurate supplier identification while reducing the need for manual intervention.

Field auto-filling enhancements​

Purchase order matching and auto-filling help reduce manual data entry by automatically copying information from linked documents like purchase orders to invoices. We've completely enhanced the auto-filling system to provide more comprehensive data transfer and better automation.

Expanded auto-fill capabilities​

Auto-filling now works across a much wider range of fields:

• Header information:

  • Reference
  • PO number
  • Currency

• Supplier details:

  • Supplier name, code, and tax information
  • Contact details including email and phone numbers

• Delivery information:

  • Complete address details including attention, addressee, and full delivery address

• Line-level details:

  • Stock codes and linked items
  • Dimensions such as account codes, cost centres, departments, locations, and subsidiaries
  • Project information
  • Tax rate codes

• Custom fields:

  • Full support for all custom field types including text, numbers, dates, select fields, and boolean values

Enhanced auto-fill triggers​

Auto-filling now activates automatically in more situations:

• When documents are uploaded, emailed, or rescanned and automatically matched
• When you manually select purchase orders or purchase order lines to match
• When you use the Apply trained rules function
• Through API integration with enrichment enabled

After auto-filling completes, the system continues to apply other default values from your inbox settings, user preferences, and employee records for any remaining blank fields.

Expanded approval capabilities​

Approval workflows ensure that documents are reviewed and approved by the right people at the right time. We've enhanced our approval system to provide more flexibility and control over your approval processes.

Procurement owner approvals​

For organisations managing purchase orders through external systems, we've expanded procurement owner approvals to include approvals based on the Placed by field.

Invoice and receipt approval steps can now be assigned to the user who placed the original purchase order. This enhancement is particularly valuable for teams that create purchase orders in external systems but need approval workflows in Zudello.

Enhanced delegation of authority (DOA) options​

We've expanded DOA approval capabilities, and now support the Payment method fields as a DOA dimension.

This allows you to configure approval rules based on payment methods, giving you more control over transaction approval requirements.

Reach out to support@zudello.com to discuss adjusting your DOA settings.

Improved data permissions performance​

Data permissions help control which users can access specific documents and information within your system. We've implemented performance improvements to make data permission processing faster and more efficient, particularly for systems with complex permission structures.

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 enhanced system stability by improving error handling for documents that cannot be processed, ensuring they're marked as unsupported rather than causing system issues
• We've improved validation messaging for document coding rules to provide clearer feedback when configuration issues are detected
• We've resolved configuration issues that could occasionally cause system errors in specific deployment scenarios
• We've added enhanced field management capabilities with improved naming conventions for easier system administration
• We've expanded the expenses module to include units of measure functionality for better expense tracking and reporting

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.