Once Zudello has received the purchase order, we will set up the teams and the data training email address for the data training process to begin!
Begin by uploading your documents into Zudello. You can either drag and drop or email documents into Zudello. For more information on uploading documents, please read this knowledge base article. The Zudello team will then review and map as many of these as possible.
We recommend sending no more than three invoices from each of your regular suppliers. Sending a maximum of three invoices helps ensure a variety of supplier documents get mapped before going live to promote efficiency.
In order to make the data training process more effective, please ensure that you don't upload excluded document types. Excluded documents will not be mapped. This article gives further details on platform exclusions.
Please note: only load invoices into the purchasing section- do not load credit notes, statements or any other type of document that is either excluded by the platform or belongs to a different section of Zudello.