We’re constantly working to improve your Zudello experience, here’s a summary as to what’s new, improved and fixed in this release.
🚀New & Improved
New! Audit - see who opened a document
We’ve extended audit logs to also record each time a document is viewed and by whom.
Improvement! Don’t require a supplier to get addresses
In preparation for a major address overhaul we have removed the need to select a supplier before selecting a delivery address
New! Purchase order (override line details, supplier, reference and delivery address)
When matching to a purchase order, we have extended the automatic update to include more fields. This includes supplier details (Name, Tax number, Phone number and Email address) as well as the delivery address.
Improvement! Projects now support project codes
Projects have been extended to support project codes to allow quick lookups as with other dimensions such as departments.
Improvement! Workflow Items - additional properties available
Document line items have been extended to support additional item properties in workflows. This allows you to reference the default Unit of Measure or any other item default dimension.
Improvement! Approvals in Slack - Slack approvals have been extended to include the total
Slack approvals have been added to, to include the total amount of the transaction being approved, allowing you to action more directly from Slack without having to open the invoice.
New! Partnerships
Now we have formalised our partnership with Sage Intacct we are working on strengthening other integration partnerships and will provide updates as these develop.
🛠Fixes
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Remove code from name (departments, etc.)
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Allow Invoice Lines custom field to be updated
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Redirect links have been fixed
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Currency conversions has been fixed with workflows
🎁Coming soon!
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Improvements in document extraction processes
We are continuing work on our data pipeline that will validate the documents being scanned and automatically exclude ones that need your involvement or cannot be mapped by the Platform. For example, a password protected or illegible document will be rejected with a status and this will then require your review and action. This will save time and put you in control of your document pipeline. It will also enable you to map any documents from suppliers that aren’t automatically trained. Customers are requested to review and action these - either mapping the documents, uploading new documents in a different / better format or asking the supplier to reissue future invoices in a better format or layout. Stay tuned for further updates here.
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New improved mapping tool!
We are finalising the testing of an improved mapping tool for our customers to use. This will simplify the process of mapping documents that are not able to be processed by Zudello, as well as adding any missing fields to complex documents. This will help customers manage documents that are not processed much faster and put you in control of your document pipeline. Training documentation on this exciting new tool will be provided over the next week or so.
Knowledge Base
We are continuing to improve our support Knowledge Base with new articles being added every week. Please don’t hesitate to check it out here or from within the Zudello Platform.
Have a good idea?
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 or get a head jump on completing our Feature Request form. Your ideas and feedback are an important part of our product planning process to make Zudello better for everyone.