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Zudello Documentation

website·Indexed 31 days ago

https://help.zudello.com

User guides and technical documentation for Zudello, covering budget approval workflows, corporate card reconciliation, DOA datasets, and integration with Microsoft Teams, Slack, and Entra ID.

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What's inside Zudello

  1. Overview of NetSuite to Zudello Purchase Order Integration

    The integration syncs purchase orders (including line items and allocations) from NetSuite to Zudello. This data is used for three-way matching (PO-Invoice-Receipt), procurement tracking, and PO-to-bill transformations. The sync is incremental, occurs every 15 minutes, and supports multi-subsidiary and multi-currency transactions.

  2. Overview of Zudello to Sage Intacct Purchase Order Closeouts

    The Purchase Order closeout integration synchronizes data from Zudello to Sage Intacct in real-time on a transaction-based frequency. This process manages the complete PO lifecycle closure, including PO resolution, final billing reconciliation via three-way matching, and price/quantity variance processing.

  3. Overview of Zudello User Management and Security

    Zudello provides a multi-layered security and access control system to manage user permissions and organizational settings. The system is composed of the following core components:

    • Organisation Level Settings: Centralized control for core organization settings, team configurations, and global security controls.
    • User Management: A central interface for creating users and configuring their team memberships and access levels.
    • User Groups: Customizable groups used to define what users can see, perform, or approve.
    • Data Permissions: Granular visibility controls that can be applied at the team level to manage data access in multi-team environments.
    • User Delegation and Defaults: Tools for handing over duties during absences and configuring default teams and coding options to streamline document processing.

  4. Overview of Zavanti to Zudello Work Order Integration

    This integration synchronizes maintenance tasks from Zavanti to Zudello to create purchase orders for work order management and approval. It uses an incremental sync process based on last modified timestamps and includes automatic 15% tax calculation and batch processing for data integrity.

  5. Overview of Zudello document validation rule types

    Zudello provides several validation rule types to automatically check documents for errors or missing information. Available validation types include:

    • Assignees: Verifies documents are assigned to the correct user or team.
    • Notes: Requires users to add notes under specific conditions.
    • Totals: Flags discrepancies between calculated totals (subtotal, tax, total) and extracted values to catch extraction or billing errors.
    • Due Dates: Validates the due date against the invoice or receipt date (e.g., ensuring the date is not in the past).
    • Required Fields: Ensures mandatory fields like Customer/Supplier, Invoice Number, and Date are populated.
    • Data Format: Checks if fields (e.g., PO numbers, dates) match expected formats.
    • Duplicates: Detects potential duplicate documents based on supplier, invoice number, and amount.
    • ABN/Bank Details: Validates supplier identification and bank details.
    • Item/Contact Restrictions: Prevents the creation of new items or contacts during processing.

  6. Overview of Zudello v3 Procure-to-Pay (P2P) Automation

    Zudello v3 automates the Procure-to-Pay (P2P) lifecycle, covering the process from initial request to final payment and reconciliation. The system manages the following cycle:

    1. Procurement Planning (Budgets)
    2. Sourcing & Requisitioning (Purchasing, CRM, Contracts)
    3. Ordering & Approval (Purchasing, Automation)
    4. Receiving (Purchasing, Inventory)
    5. Invoice Processing (Purchasing, Enrichment, Automation)
    6. Payment & Reconciliation (Purchasing, future Payments module).

  7. Overview of recording goods receipts in Zudello

    Recording the receipt of goods allows a Purchasing Officer or Warehouse Receiver to confirm the physical delivery of items from a supplier against the original Purchase Order (PO). This process is essential for organizations using three-way matching, as it provides the necessary data to compare the physical receipt, the PO, and the supplier's invoice. In Zudello, Goods Receipt (GR) documents are created directly from the existing PO through a three-step process: locating the PO, confirming received quantities, and submitting the GR document.

  8. Overview of Zudello and Xero Technical Integration

    Zudello integrates with Xero via a REST API using OAuth 2.0 authentication to provide bidirectional data synchronization for master data, transactions, and entity management. The integration supports multi-tenant data isolation (organization-specific) and ensures transaction integrity through atomic operations with rollback capabilities on API failures.

  9. Overview of Zudello and Microsoft Dynamics Great Plains Integration

    Zudello integrates with Microsoft Dynamics Great Plains using direct SQL Server connectivity to provide bidirectional data synchronization. The integration supports master data synchronization (inbound to Zudello) and transaction processing (outbound to Great Plains). Key technical capabilities include support for multi-dimensional chart of accounts via account segment mapping and atomic operations with rollback on database failures to ensure transaction integrity.

  10. Overview of Zudello and Sage Intacct Integration

    Zudello integrates with Sage Intacct via a REST API using OAuth 2.0 authentication and JSON data format. The integration supports bidirectional data synchronization for master data and transaction processing, utilizing both real-time and scheduled batch processing. It covers over 50 entity types across AP, AR, GL, and project data, ensuring transaction integrity through atomic operations with rollback capabilities on API failures.

  11. Overview of Business Rules in Zudello

    Business Rules in Zudello are a collection of configuration features used to automate processes, enforce policies, and ensure data consistency. Rather than a single settings screen, these rules are distributed across various areas of Zudello Settings depending on the desired outcome:

  12. Overview of Zudello and Microsoft Dynamics 365 Business Central Integration

    Zudello integrates with Microsoft Dynamics 365 Business Central via direct API connectivity to provide bidirectional data synchronization for master data and transaction processing. The integration ensures transaction integrity using atomic operations with rollbacks on API failures.