Journal des modifications de Zelo
Toutes les mises à jour de Zelo, mois par mois : nouvelles fonctionnalités, améliorations et corrections
Août 2026
Updated Monthly changelog generation: The monthly release-note generator now reviews each update separately and uses a concise summary of the actual changes as context. It also tracks entries that have already been added, helping prevent duplicates when the process is run again.
Updated Release notes: The latest Zelo release notes now include recent monthly updates, fixes, and layout improvements. Customers can review the current changes to understand what works better in the system.
Updated Italian translations: Italian interface text has been refreshed across manufacturing work orders, stock movements, sales, and the web interface. Italian users now see more consistent module names, labels, and operation messages throughout Zelo.
Fixed Manufacturing order cancellation: Canceling a manufacturing order with running work orders now opens a confirmation step and safely stops the running work orders instead of leaving the order stuck. Final lot selection and material reservation updates also behave more reliably when production lines are changed.
Improved Serial number validation: When a serial-tracked product is assigned more than one quantity, Zelo now displays a clearer error message. It identifies the serial number, product, quantity, and storage location, helping users resolve inventory duplicates quickly.
Fixed Digital signature preferences: The Clear button in the signature drawing panel is now visible and functional, allowing users to remove a drawn signature and create a new one without leaving the preferences screen
Updated Upgrade testing: The upgrade validation process now works with newer test environments, helping ensure Zelo upgrades are checked more reliably before release
Improved Upgrade reliability: Zelo upgrade checks now validate against a newer base release, helping ensure smoother transitions to future versions
Fixed Manufacturing lot validation: Zelo now prevents manufacturing orders from completing when consumed materials are linked to production lots that were never produced on that order. This keeps lot genealogy, byproduct records, and traceability reports accurate during production, reverse production, and work-center operations.
Fixed Manufacturing order tracking: Manufacturing orders and work orders now keep their status, timing, and byproduct quantities in sync when production starts, completes, or is cancelled. Operators and planners can rely on more accurate production timelines and finished or byproduct counts on each order.
Fixed Byproduct demand updates: Changing a production order’s quantity now recalculates byproduct quantities and their conversion factors correctly, so byproducts remain accurate even after a quantity is increased again
Fixed Manufacturing order validation: Validating multiple manufacturing orders together now completes clean orders after you confirm a material usage warning, so they are no longer left pending while only mismatching orders are listed in the warning
Updated Manufacturing consumption control: Manufacturing bills of materials now include a consumption setting that lets you allow flexible component usage, warn on quantity differences, or block validation when consumed quantities do not match the bill. Byproduct handling in manufacturing orders has also been refined, making inventory validation more reliable and easier to follow.
Fixed Work order controls: The Continue Production button no longer appears twice, making production controls clearer. Overall Equipment Effectiveness now displays with two decimal places in the work center kanban view.
Fixed Manufacturing work orders: Production changes no longer erase recorded consumption or reservations when quantities are adjusted. Byproducts and operations are also linked more reliably, so manufacturing orders keep accurate stock movements.
Fixed Manufacturing work order tracking: Work orders now calculate remaining component quantities and serial/batch lines more accurately when recording production. This helps prevent missing or excess consumption lines for tracked materials during manufacturing.
Fixed Manufacturing work orders: Work orders now keep component usage and byproduct output in sync when production quantities, batch numbers, or serial numbers are adjusted. Production teams can trust the recorded material consumption and finished quantities more consistently.
Fixed Manufacturing byproducts: Byproduct entries are now generated on the final work order of a production route, preventing unexpected material usage entries when validating production. This makes inventory counts and finished-product lot or serial checks more reliable in Zelo.
Fixed Manufacturing work orders: Work order completion now handles untracked components and temporary consumption entries more reliably. When an operator records produced quantities, Zelo uses the expected theoretical usage for untracked materials only if no actual consumption was entered, and clears unused temporary entries. This helps keep production output, component usage, and stock balances accurate.
Improved Geonames location import: Failed downloads now produce a clearer error message, helping you identify connection or source-file issues before importing country location data
Improved Timesheet sheet date headers: The dates shown across the top of a timesheet sheet are now displayed in the user’s selected language. Weekday names and month names are localized automatically, making timesheet review easier for international teams.
Fixed Italian translations: A few Italian interface labels were corrected in project and marketing areas, so terms such as Link Tracker and Code now display consistently for Italian-speaking users
Fixed Button text visibility: Buttons that look like links now show the correct text color, so labels remain readable against colored button backgrounds. This improves visibility in chat header controls, attendance kiosk PIN pads, settings dashboard actions, and primary button hover, active, and dropdown states.
Improved Pivot view field selector: The field selector in pivot views now opens date and time interval options only when clicked, and you can close an open interval menu with the Escape key, making field selection more predictable.
Improved Pivot table field menu: The field selection dropdown in pivot tables now automatically fits within the visible screen area by shifting upward or limiting its height with scrolling when necessary
Improved Pivot field selector: The field selection menu now stays within the visible screen, scrolls when it has many fields, and expands inline instead of opening a clipped side flyout. This makes it easier to find and choose fields in pivot views without losing options off screen.
Fixed Color picker alignment: The color swatch in form fields is now centered correctly within its button, so color pickers look consistent and are easier to use across different screen sizes and themes
Added Color picker: You can now choose colors directly from a visual palette instead of entering a number. This makes tags, categories, and other color-coded records easier to create and recognize across many Zelo screens.
Fixed Note grouping pagination: Note group views now honor requested page size and page position when loading grouped results, and the total group count remains accurate so navigation through large note lists works correctly.
Fixed Mass mailing grouping: Grouped views for email marketing campaigns and mailings now keep the selected sort direction when grouped by stage or status. This helps users see mailing records in the expected order, including descending order, while browsing or paginating through marketing data.
Fixed Note grouping: Grouping notes by stage now works reliably in list views, so stage-based summaries and counts display correctly instead of showing incomplete or missing results
Fixed Campaign stage grouping: Email campaign lists grouped by stage or state now reliably show all stages and respect pagination, so campaign views display correct counts and filters
Fixed Average payment period report: The report now correctly processes grouped results, so payment-day calculations remain accurate when the report is displayed with grouping enabled.
Fixed Note grouping: Grouping notes by stage now returns the correct group list and total count. This restores reliable grouped note views after an earlier refactoring, so stage summaries and note counts display as expected.
Fixed Campaign grouping: Grouped views for marketing campaigns and email campaigns now display every stage and status correctly. Counts and totals remain accurate when campaigns are grouped or filtered.
Fixed Button icons: Clickable icons that act as buttons now keep the correct solid style, so common controls such as chevrons, view switches, and sync icons no longer appear blank or faded across Zelo screens and editor toolbars
Fixed Priority indicators: Priority fields now display with the correct filled and empty star icons, and the selected level highlights properly when you hover over or change it. This makes it easier to identify high, medium, and low priorities across Zelo records.
Fixed Kanban card settings: The settings menu on Kanban cards now stays on top when focused, so it no longer hides behind other card content and is easier to open and use
Fixed Kanban card images: Record images in kanban views now load properly because Zelo serves them with the correct image type. This fixes broken or blank thumbnails on cards when image fields are displayed.
Fixed Marketing executive dashboard layout: The dashboard now scrolls properly within the available screen space. This prevents widgets and summary cards from being cut off or overlapping, making all CRM and marketing data easier to view.
Improved PDF report generation: Zelo now uses a patched PDF generation component for reports. This makes headers, footers, smart page shrinking, and table of contents render more reliably in generated PDFs.
Improved Manufacturing work orders: Work order start, end, production recording, and byproduct tracking now have stronger automated checks, helping keep manufacturing statuses, scrap entries, and production results consistent.
Fixed Project codes: Projects with blank or unusable names now receive a unique fallback code, preventing save errors and duplicate empty codes. This makes project creation more reliable when a name cannot be turned into a standard code.
Fixed Inventory transfer error message: The error shown when a completed quantity is set from a stock move that has multiple detailed quantity lines is now translated into the user’s language
Fixed Work order component consumption: Zelo now correctly records the use of untracked raw materials when producing serial-tracked finished goods in a work order. This prevents errors when confirming multi-unit production and keeps material quantities accurate by applying proper unit rounding and lot-specific consumption.
Fixed Quality control plans: Zelo now enforces the single free pass plan rule both when creating and editing plans. This prevents duplicate free pass rules while allowing users to update the existing free pass plan without an incorrect error.
Fixed Quality control plans: Free-pass plan validation now prevents duplicate free-pass plans and handles plan edits more reliably, so quality control settings save without unexpected errors
Fixed Work order production quantity: Work orders now initialize with the correct current production quantity when a manufacturing order is planned. This prevents serial-tracked work orders from starting at zero and becoming unable to record production, so operators can start and complete work orders without manual correction.
Fixed Date and time picker: The calendar control now stays open while you change months or select a day inside nested record views, preventing it from closing unexpectedly. This makes it easier to set dates and times in embedded forms and list editing without losing your selection.
Improved Project key generation: Zelo now creates default project keys more consistently, including for project names with international characters. If a key is already in use, Zelo adds a simple number to the key instead of a random fragment, and projects without a usable name are left without an auto-generated key.
Improved Default project key generation: Zelo now creates project keys more reliably when a project is added without a manual key. It cleans special characters from the project name, builds a short readable key, and adds a simple numbered suffix when a similar key already exists, making keys easier to predict and less prone to errors.
Fixed Sale order invoicing: Zero-quantity delivery timesheet lines now show the correct amount to invoice. Zelo calculates the taxable and untaxed invoice amount from the line price, discount, and taxes instead of displaying zero, so invoices reflect actual billable timesheet work.
Fixed Kanban column settings: The settings menu for Kanban columns now appears in front of the board and other interface elements, so you can adjust column options without the menu disappearing behind cards or panels
Fixed Menu dropdowns: Top contextual menu dropdowns now display above the left sidebar instead of being hidden behind it. This makes menu options visible and selectable when using responsive screen layouts.
Improved VAT registry reports: Long invoice numbers and references now wrap cleanly in Zelo’s Italian VAT registry reports, keeping rows readable and printable even when references are lengthy
Updated Development environment: The internal development guidelines were updated to clarify that project tasks should run in an isolated environment. This helps keep Zelo changes consistent and easier to review before they reach customers.
Updated Italian translations: Italian users now see refreshed wording across accounting, inventory, sales, projects, website, and other Zelo areas. The update aligns menus, forms, reports, and messages with current Italian language conventions. This makes the interface clearer and more consistent for Italian-speaking teams.
Added Work order production tracking: The work order form now includes a finished production tab. It displays the finished-product output recorded for the operation and the raw materials already consumed, giving production teams a clear trace of completed work and materials used.
Fixed List view alignment: List rows now keep tags and read-only cells aligned to the top when a record is selected or expanded, making multi-line cells easier to read and visually consistent.
Improved List view editing: Rows now expand automatically when editing multi-line text or tag fields, keeping the content inside the row instead of spilling over other rows
Updated System maintenance guidance: Automated development checks now ask for confirmation before server restarts, module upgrades, cache clears, or deployments. This helps ensure environment changes are applied safely and intentionally.
Improved Tag fields in lists: A compact plus button now appears next to tag fields while editing list rows. It keeps the add-tag action visible and easy to use even when selected tags fill the cell width.
Updated Italian translations: The Italian language experience in Zelo has been carefully reviewed and refreshed across many areas, so menus, labels, messages, and reports now appear more consistently and accurately for Italian-speaking users
Updated Italian translations: Italian interface labels, messages, and help texts have been reviewed across accounting, inventory, sales, website, and other areas. Users working in Italian now see clearer and more consistent wording across forms, reports, and system actions. This improves readability and reduces ambiguity when using Zelo in Italian.
Fixed Mail service setup: The development installation now configures mailbox settings more reliably, helping ensure Zelo can prepare outgoing email without setup errors
Fixed Purchase invoice reference: Zelo now preserves an existing invoice reference when purchase invoice lines are updated. If the reference is empty, it is still filled from the linked purchase order, but manually entered or imported references are no longer replaced.
Improved AI translation: The built-in translation helper now sends clearer instructions to the AI and uses better context and field mapping for the text being translated. This helps UI labels, buttons, and messages produce more natural and consistent translations while preserving placeholders, formatting, and technical terms.
Fixed Point of Sale number entry: POS number popups now correctly distinguish between whole-number and decimal fields. Staff can update table seats and guest counts without accidentally entering or seeing decimal values.
Fixed Date and time picker: The date-time popup now shows the confirm button correctly and keeps the time fields visible, allowing users to select a full date and time, commit the value, and close the picker without it getting stuck.
Fixed Point of Sale keypad: The on-screen number pad and quantity pop-ups in Point of Sale now display with cleaner spacing and alignment. This makes entering item quantities, prices, and passwords easier to read and use, especially on touchscreens.
Added Restaurant POS: The restaurant point of sale is now included in the default profile, so you can use it without adding it separately. Floor plan seating areas can now be moved more reliably, and a minor layout display issue was fixed.
Added Point of Sale setup: The default Zelo profile now includes the missing point-of-sale caching module, so POS screens can load product and stock information more smoothly. This helps reduce delays when starting sales from the POS.
Added Point of Sale capabilities: The default Zelo profile now includes the main Point of Sale modules, including product availability checks, mobile POS support, and POS quotation creation. This lets customers use these Point of Sale features out of the box without manually enabling extra apps.
Improved Web interface stability: We added extra automated checks for the browser-based interface, helping catch potential web screen issues earlier and keeping your Zelo experience more reliable
Fixed Web interface testing: Zelo’s automated browser tests no longer temporarily replace the main web layout, preventing leftover test changes from causing duplicate startup or invalid session errors during full test runs. This keeps normal web pages more stable when the complete test suite is executed.
Updated Database testing environment: Zelo’s internal test database now runs on PostgreSQL 18, so development and quality checks are performed against a current database engine. This helps keep Zelo stable and compatible as database technology evolves.
Juillet 2026
Added Database synchronization: Zelo now ships with more default synchronization objects, including product tags, analytic tags, recurring invoice lines, and account-related tags. Administrators can enable these synchronization targets more easily when moving data between Zelo databases, helping keep related business records consistent with less manual setup.
Fixed Standard report currency display: Standard accounting reports now show the correct currency code in the Amount Currency column for foreign-currency transactions in generated PDF reports, instead of leaking an internal number-formatting string.
Added Opening balance consolidation: You can now combine opening balances into a single line in standard accounting reports. When enabled in the general ledger or partner ledger, individual pre-period open items are folded into one opening-balance line, making reports cleaner and easier to review while keeping the same totals.
Improved Session handling: Zelo now verifies and monitors your session more reliably, so if your session expires you are redirected to the login page instead of seeing stale screens or unexpected save errors
Improved Data synchronization: Zelo’s data synchronization now handles temporary errors when looking up related records more gracefully. If a related record cannot be resolved, the sync skips that link, continues processing the main record, and reports the issue in the synchronization report.
Improved Data synchronization: Synchronization errors are now detected sooner while records are being transferred. This gives clearer failure information for individual records, making it easier to spot and correct sync problems.
Fixed Data synchronization: Synchronization now skips system-calculated fields and clears pending recalculations, so reports and synced records no longer fail with unexpected errors.
Improved Advanced search field selection: The field selection window now opens at a larger width, making it easier to see field names and pick the right fields when building search filters
Added Advanced search related record selection: When building an advanced search filter with relational fields, Zelo now replaces the plain text box with a searchable record selector for equality and inequality conditions. Users can quickly find and select the correct related record instead of typing a name, improving accuracy and saving time.
Improved Advanced search filter editing: The edit button on search filter labels now opens the editing panel reliably. Group-by labels are no longer treated as editable filters, so refining saved or custom search criteria is smoother.
Improved Advanced search filters: You can now edit predefined filters directly from the active filter chips, not only custom ones. Zelo keeps the underlying filter logic intact while you adjust field criteria, making saved searches easier to refine and reuse.
Fixed Date and time fields: Date/time pickers now reset correctly when related fields trigger an update, so values provided by the server appear in the field instead of staying blank or outdated
Fixed Accounting report date selection: Selecting a period in the standard accounting report wizard now correctly sets the start and end dates, so the report loads with the intended date range.
Fixed Date/time field clearing: Date and time pickers now clear cleanly without falsely marking the field as changed. This lets forms refresh and display the latest saved values correctly.
Improved Reconciliation view scroll bar: The reconciliation screen now has extra space on the right, so the vertical scroll bar no longer crowds the list of transactions and users can match entries more comfortably.
Fixed Manual reconciliation view: The reconciliation line list now displays a working scrollbar and stays within the visible screen area. This makes it easier to review and match many transactions during manual reconciliation.
Updated Default synchronization setup: Standard synchronization templates are now included in Zelo’s core sync module. This makes common records such as taxes, payment terms, and stock locations easier to configure for database synchronization.
Improved Keyboard focus indicator: The visible focus outline now sits closer to the active field, button, or menu item, making keyboard navigation clearer and more consistent across Zelo screens
Fixed Invoice views: Customer and supplier invoice screens now load correctly for users without multi-company permissions because the required company context is included as hidden information
Improved Data synchronization: Zelo’s sync workflow now uses a more stable request process, so scheduled and manual data transfers are more consistent. Users can track each synchronization action with clearer request records, reducing unexpected errors when moving data between objects.
Updated Data synchronization defaults: Zelo now includes a safer, disabled-by-default synchronization option for user records that matches users by their account name and excludes sensitive credential, session, and token details from sync.
Improved Color scheme palettes: Zelo’s backend color themes now use refined shades with better contrast and visual balance, making menus, buttons, input highlights, and selected records easier to read.
Improved Password security enforcement: Password complexity, history, and reset-frequency checks are now applied more consistently. A special administrative shortcut can only be used for trusted server-side maintenance, not from normal Zelo web requests, which reduces the chance that weak passwords are accepted by mistake.
Fixed Hidden password fields: Password fields now stay reliable when switching between hidden and visible modes. They keep their size correct and prevent the masked display from being saved as the actual value.
Updated Database synchronization: Sync configurations are now refreshed with safer pull-only defaults, so administrators can copy selected records from an existing Zelo database into a new one with less risk of unintended changes. Synchronization setup also handles updates and custom settings more consistently during upgrades.
Added Password security override: The highest-level administrator can now skip password strength and reset-frequency checks when a privileged override is explicitly enabled. This supports controlled account recovery scenarios while regular users remain subject to normal password rules.
Improved Password visibility: Password and one-time code fields now include a consistent show/hide control across sign-in, sign-up, OTP prompts, user switching, and encrypted vault fields. Users can click the eye icon to temporarily reveal what they type, helping prevent mistakes while keeping sensitive values masked by default.
Improved Database synchronization: Synchronization server settings and record mappings now use clearer defaults and require fewer Zelo modules, making setup and upgrades simpler to manage
Improved Data synchronization: Sync runs now handle unresolved related records using a configurable response. Record pairs also retain a last-synced timestamp, helping repeated jobs skip already processed data and detect conflicts more accurately
Fixed Data synchronization: Synchronization jobs are now more resilient when a single record or object causes a database error. Zelo isolates the problematic item, rolls back only that part of the job, and continues syncing the remaining records instead of failing the entire operation.
Updated Database synchronization: Zelo now ships with preconfigured, inactive synchronization templates for common reference data, so administrators can enable only the mappings required for their setup. This makes cross-database syncing easier to configure and less error-prone.
Updated Italian translations: Zelo now includes refreshed Italian wording across common menus, reports, and screens for purchasing, sales, inventory, products, and the online shop. Italian-speaking users will see clearer and more consistent text throughout the system.
Improved Master data synchronization: Synchronization of common master data now runs with more consistent matching and transfer. Records such as countries, currencies, partners, products, and their related details are processed more reliably. This reduces failed or incomplete syncs when sharing data between Zelo instances or connected systems.
Improved Data synchronization: The database synchronization process has been refined and repaired. Scheduled syncs, record matching, and sync reports now run more reliably and give clearer results.
Updated Italian e-invoicing: Zelo now follows the latest FatturaPA specifications from the Italian Revenue Agency, including newer document types and tax regime options. This helps ensure e-invoices generated or imported in Zelo remain valid for electronic invoicing.
Removed Legacy font themes: The old optional font themes for the Zelo interface are no longer available. If your system was using one of these themes, it will be cleaned up automatically during upgrade and the interface will use the current default styling. This keeps Zelo easier to maintain and the visual experience consistent.
Updated Global invoice discounts: Imported Italian electronic invoices can now include a document-level discount or surcharge that applies to the whole invoice. Zelo applies this adjustment during import, so the imported invoice totals stay aligned with the supplier’s original file.
Improved Italian e-invoice import: Zelo now imports supplier electronic invoices with more accurate rounding and total handling. This reduces mismatches between imported invoice lines and totals when creating purchase bills.
Fixed Italian e-invoice export: FatturaPA exports now include the customer PEC only when the customer identification code requires it, so invoices with a normal code are no longer rejected and exports using the special 0000000 code now fail clearly when a PEC is missing
Fixed Italian e-invoice export: FatturaPA exports now handle tricky invoice data more reliably. The generated XML is more likely to pass validation and be accepted by the Italian e-invoice service, reducing failed exports.
Fixed General ledger report: Account grouping now produces accurate totals when summary accounts are used. The report correctly separates each account’s activity, so summary lines no longer mix in unrelated transactions or double-count amounts. Users can rely on ledger totals and account breakdowns to be consistent.
Fixed Standard accounting reports: General ledger reports now load reliably when compacted account summaries are selected, showing correct grouped debit, credit, and balance amounts
Improved Product stock buttons: The available and potential stock buttons on product forms now show helpful tooltips explaining immediately usable quantity and potential quantity, including how reserved and planned stock affect the numbers. Button tooltips on forms also render correctly, so users can hover over these stock shortcuts for quick context.
Added Product form help: The product form now displays short, helpful hints when you hover over the summary buttons for related records. These hints explain what each button counts and what opens when you click it, making it easier to understand manufacturing, sales, purchase, and stock links at a glance.
Fixed Form summary buttons: Summary buttons on form pages now maintain a consistent width and height, so icons, numbers, and labels stay aligned. Long values or labels no longer stretch the button out of place.
Added File upload: You now see a clear warning when multiple files can’t be uploaded at once because the request is too large or the server is unavailable, so you can retry with fewer or smaller files
Improved Swiss VAT handling: Zelo now recognizes and validates more common Swiss VAT and UID formats, including e-invoicing variants, CHE-prefixed numbers, and entries without a tax suffix. Swiss partner VAT numbers are normalized and checked more reliably, reducing manual corrections for customer and vendor records.
Improved Breadcrumb navigation: Your current breadcrumb trail and highlighted top menu are now preserved after a page refresh, so you can continue exactly where you left off without losing the navigation path
Fixed Related record search: The “Search More” dialog for one-to-many and many-to-many fields now displays the correct total record count and pager limits. Previously, the dialog could incorrectly cap results at 100 records when no search text was entered.
Updated Quality assurance: Zelo’s automated quality checks now report failures clearly when environment configuration or required components are missing. This helps catch setup and integration issues earlier instead of silently skipping important checks.
Fixed Translated interface views: Zelo now keeps cached form, list, and report layouts separate by language and company environment. This prevents translated labels from appearing in the wrong language after views are reused.
Updated Italian translations: Italian labels and system messages are refreshed across accounting, attendance, point of sale, website, and other areas, so Italian users see clearer and more consistent wording throughout Zelo.
Fixed Browser test stability: Automated browser tests now use a stable Chromium version, reducing unexpected failures and helping Zelo validate web-based workflows reliably while known upstream browser issues are addressed
Compatibility Automated browser testing: Zelo’s automated quality checks now run reliably with the newer Chromium browser included with Debian, helping ensure browser-dependent features continue to work after system updates.
Fixed Automated test reliability: Zelo now detects background test threads and prevents them from resetting internal model metadata during test runs. This removes intermittent errors and makes quality checks more stable without affecting normal ERP operations.
Improved Sample data generation: Demo and test data now creates invoices and related accounting records using the correct sale or purchase journal for the active company, which helps multi-company environments avoid mismatched journals and produces more realistic accounting data.
Fixed PDF barcode generation: Barcodes now generate reliably in PDF reports when several barcodes or images are created in parallel. Zelo now starts report image and barcode workers in a safer way, preventing intermittent failures or corrupted report output caused by unstable background processes.
Improved Sample data generation: Bulk creation of fake or demo data is now faster because Zelo reuses authenticated connections for each processing task instead of re-authenticating for every record. This reduces overhead and makes large data-generation tasks complete more smoothly.
Updated Sample data generation: The sample-data tools used for demos and testing environments have been streamlined across core business modules. This makes it easier to populate Zelo with consistent test records for sales, purchasing, inventory, HR, and accounting while reducing unnecessary processing overhead.
Updated Test data generation: The sample-data generator has been streamlined to remove duplicated logic and make future updates safer, helping keep dummy record creation more reliable in development and testing environments
Added Demo data generation: Zelo can now create more complete sample data for workflow-heavy areas, including inventory, manufacturing, quality, events, and purchasing. This makes it easier to test processes, prepare demos, and validate configurations with realistic business records.
Improved Sample data generation: Zelo can now create sample data for more business record types, and generation is faster because related record searches are reused instead of repeated for every new record
Improved Sample data generation: Zelo can now generate realistic test data for a broader set of ERP business objects across accounting, purchasing, HR, manufacturing, sales, POS, and website areas. This helps teams create more complete demo environments and validate end-to-end workflows with less manual data entry.
Improved System stability: Zelo now includes additional verification that core field preparation remains stable when modules add or remove fields during startup. This reduces the chance of rare errors affecting business data operations.
Fixed Activity panel width and email styling: The activity panel can now be resized wider, up to 1000 pixels, for easier reading of long messages and notes. HTML message and email content now renders with consistent Zelo branding, so active theme styles no longer bleed into it and cause unexpected colors or outlines.
Improved Journal entry templates: Automated checks for journal entry templates now complete faster by deferring heavier accounting validations until they are needed, helping keep invoice, bill, and other entry template behavior reliable.
Improved QR scanner reliability: The QR scanner now includes additional quality checks that verify camera scanning and code capture, helping ensure scans continue to work consistently in Zelo.
Improved Barcode scanning: The scan button is now always visible in the barcode interface, and successful scans reliably trigger the scan action so users can continue their workflow without missing a code or retrying
Improved Translated dropdown options: Translated option labels now refresh more reliably, so users see the correct wording in forms and lists after translations are updated
Improved Selection field performance: Choice-based fields such as statuses and categories now cache translated option labels per language, reducing repeated lookups and helping forms, filters, and reports load more quickly
Fixed Field setup: Zelo now prepares record fields more reliably when field setup adds or updates fields during initialization, preventing skipped fields or setup errors
Added Date and time picker reliability: We added automated checks to make sure date and time fields keep the correct value when the picker is opened and closed multiple times, including in different time zones. This helps prevent unexpected time shifts when saving records.
Fixed Date and time picker: Date and time fields in Zelo now preserve the exact displayed time when selected, preventing hour shifts from time zone conversion. This makes datetime entries more consistent when saving, reopening, or filtering records.
Updated Interface libraries: The browser scripts used for markdown fields, charts, and visual widgets were updated and optimized. This makes pages with rich text, reports, and data visualizations load more reliably and with less data sent to the browser. The change also keeps Zelo’s web interface aligned with current web standards and security practices.
Improved Web interface components: Zelo has refreshed several underlying web libraries that power charts, maps, markdown fields, exports, and interactive widgets. This update improves stability, security, and compatibility while preserving the existing behavior of reports, dashboards, and forms.
Fixed Date picker selection: Date fields now accept and commit typed values more reliably, including shortened year formats, and the calendar closes correctly after manual entry. The date picker colors also match the Zelo theme for a clearer, more consistent appearance.
Improved Core platform maintenance: Zelo’s core has been cleaned up by removing unused internal components and streamlining how business records, form fields, and modules are processed. This helps keep the system stable and easier to maintain while preserving normal day-to-day workflows.
Improved Chart of accounts and translations: Loading accounting templates, tax rules, journals, and translated records now uses fewer internal database operations. Setting up a company or refreshing translated accounting data now feels faster and places less load on the system.
Fixed Profiler settings: Profiler options now apply correctly when Zelo updates internal database settings, preventing errors while enabling or adjusting performance profiling. You can configure profiling settings more reliably without manual workarounds.
Added Performance benchmarking: Zelo can now record how long each module takes to load and how many database queries it runs during test cycles, helping the team spot slow spots and keep the platform fast and reliable.
Improved List view sorting: Sorting in list views is now covered by additional quality checks, helping ensure consistent ascending and descending order behavior. This helps keep list results reliable when users change column sorting.
Fixed Web editor styling: The web editor now handles advanced CSS selectors with nested commas correctly, preventing styling issues or editor errors when modern selector syntax is used
Improved Attendance geolocation: Employee check-in and check-out now handle missing or unavailable location services more reliably. Zelo gives a clearer message when location data cannot be collected, reducing unexpected failures and making it easier for employees to retry their attendance registration.
Updated Timesheet task controls: The “Open task” and “Close task” buttons on timesheet entries now use clearer icons, making it easier to identify and manage task status at a glance
Juin 2026
Added Module test progress: Zelo now logs clearer progress details while running module tests during installation, showing how many test files and test methods are being checked. This makes long module updates easier to monitor and helps identify where the test process is currently working.
Updated Web interface components: Zelo’s interface now uses refreshed front-end components for common actions such as date and time selection, file uploads, Markdown editing, barcode scanning, point of sale, and payment screens. This makes these areas feel more consistent and responsive while reducing occasional hiccups when interacting with forms, pickers, and other interactive elements.
Fixed Bank receipt accounting entries: Zelo now blocks the creation of acceptance and settlement accounting entries for collection-only bank receipts, ensuring entries are only generated when the bank has advanced the funds. The help documentation now also clarifies how advance-payment and collection-only bank receipt flows work.
Fixed Bank collection tracking: Collection lists now record when they have been communicated to the bank. Collection lines are marked as paid only after that status is set and the related customer balance is fully settled.
Fixed Italian bank receipt settings: The default account for RIBA accreditation entries has been corrected. Bank receipts now post to the intended account, making Italian bank receipt processing more reliable.
Updated Italian bank receipt defaults: The default ledger accounts used for Italian bank receipt processing have been aligned with the current chart of accounts. New configurations now preselect the correct acceptance, accreditation, expense, overdue, and protest-charge accounts, so bank receipt entries post to the intended accounts without manual correction.
Fixed Manufacturing order report: The report now works correctly when a manufacturing order has multiple delivery transfers for the finished product. It uses the earliest scheduled delivery date and avoids errors when printing or exporting the report.
Fixed Mobile shop filters: The online shop’s product filter panel is now checked more accurately on small screens, helping ensure filters remain visible and usable on phones and tablets.
Improved Dropdown selection: Dropdown menus in Zelo now respond more smoothly to your mouse, with the highlighted option following your cursor without delay. The selected option also uses a cleaner branded style, making choices easier to see and confirm.
Improved Dropdown selection: Dropdown menus and autocomplete fields now highlight the option under the mouse pointer instantly, making it clearer which choice you are about to select in Zelo while keyboard navigation continues to work as before
Improved Product group display: The View Options button for grouped products now uses Zelo’s standard button style in product lists and shop views. This makes grouped product options look consistent with the rest of the interface and removes the previous custom blue button appearance.
Improved Mobile product filters: On mobile devices, the online store filter button now appears correctly above the product list, without duplicates. Customers can easily open the filter panel to narrow products by available options, and the filter area remains available even when the button is hidden.
Improved Mobile product browsing: Product filters now collapse and expand more reliably on phones, and the shop sort menu now includes product code ordering options for easier catalog navigation
Updated Core web interface: Zelo’s browser interface now uses refreshed JavaScript libraries, making forms, dashboards, Point of Sale, messaging, and reports load and respond more consistently. The update also replaces legacy interface components, improving compatibility with modern browsers and reducing unexpected behavior across many modules.
Fixed Mobile POS product list: Product cards in list mode now display with the correct width and alignment on mobile point-of-sale screens, making products easier to read and select
Fixed Product brand storefront layout: The brand filter panel and product grid now line up properly on smaller screens. Shoppers can browse products by brand without awkward gaps or overlapping sections.
Removed Suggested product screens: Zelo no longer displays the unused internal screens for viewing or editing suggested products attached to website quotes. This keeps the quote workflow cleaner and reduces confusion for sales teams.
Fixed Mobile shop filters: Product filters on the online store now display correctly on phones, appearing as a collapsible panel above the product list. Customers can expand or hide the filters with a button, making product browsing easier on small screens.
Fixed Product grouping in the online shop: Grouped products now display their group badge to all visitors, including non-logged-in users, even when prices or cart actions are hidden on the shop grid. Customers can now identify products with multiple options and click the badge to view the available choices.
Fixed Product group filter: Invalid product group links in the online shop are now treated as “no group selected.” This makes the group sidebar reset and product list behave consistently when a group is missing or malformed.
Fixed Online shop product groups: Product group filtering in the Zelo webshop now works reliably when customers select a group. Reset or invalid group links no longer point to a non-existent group, so the shop shows the intended product listings.
Fixed Suggested products view: The suggested products area in website quotes now displays correctly, with the list and detail screens showing the related quote, product, quantity, unit, price, discount, and product layout details. Users can now review suggested products without missing or broken information.
Fixed E-shop category sidebar: Long product category lists now scroll inside the sidebar instead of stretching the page, and the All Products option remains pinned at the top. Selecting a category now keeps the active category visible in the scrollable list, making stores with many categories easier to browse.
Improved E-shop product groups: Product groups now appear in the online shop when a category includes only a secondary item from the group. Zelo shows the group’s primary product when it matches the category, otherwise it shows the first available item, so customers still see one clear representative for each group while search can still find all matching products.
Added Suggested products overview: You can now review all suggested optional products linked to quotations and sales orders in a read-only list, with filters to find items not yet added to an order and group them by order or product.
Improved Online store categories: When your shop uses both internal and online store categories, category links now resolve to the intended category instead of mixing them up. This makes category pages, sidebar filters, and product listings more reliable for customers and store managers.
Added Shop category browsing: The online shop can now be configured to use internal Zelo product categories, public e-shop categories, or both, so shoppers can browse products through the category structure that best matches your catalog
Fixed Italian withholding tax payments: Reverting paid withholding tax payments to draft now safely handles entries that are already matched in accounting, showing a clear message instead of an unexpected error when one or more payments are selected
Improved Italian withholding tax: Zelo now includes stronger safeguards for withholding tax statements, payments, and reconciled accounting entries, helping finance teams avoid unexpected errors and keep Italian tax records more dependable
Added Resizable side menu and chatter: You can now drag the divider between the side menu and chatter on form views to set the width that works best for you. Zelo remembers your chosen widths, so the layout stays consistent across sessions.
Improved Italian withholding tax: The Italian withholding tax area now has stronger checks for entries involving multiple partners, helping ensure each withholding tax line keeps the correct partner and tax code when reviewing accounting entries
Fixed Withholding tax display names: Withholding tax statements and moves now show the correct partner and withholding tax code, even when multiple records are processed together. This prevents errors when moving records back to draft and keeps the displayed names accurate.
Improved Menu readability: Menu text in the top navigation bar, dropdown menus, and side menu now uses a slightly bolder font weight, making items easier to scan and active selections clearer.
Improved Attendance worked hours: Worked hours now reset more reliably when an attendance check-out is cleared. This helps prevent outdated totals from remaining visible in employee attendance records.
Fixed Attendance worked hours: Worked hours now calculate safely even when an attendance record is incomplete, such as when the check-in is cleared while a check-out is still present, and incomplete records show 0.00 hours until both times are available
Fixed Sticky status bar: The status bar in form views now stays on top of form content while scrolling, preventing it from appearing behind fields or buttons. This keeps record status and status actions easier to see and use on longer forms.
Fixed Email action button text: Action buttons in Zelo emails now keep their intended light text color, including when hovered or focused, so filled buttons such as Accept and Sign or notification links remain clearly readable against their background colors
Fixed Email content display: Email templates and message previews now keep their intended brand colors, even when a custom Zelo theme is active. This prevents links, buttons, and text from inheriting unwanted screen colors, so emails look consistent to recipients.
Updated Code editor: The built-in editor used for code and web template snippets has been upgraded. Syntax highlighting and editing now work more smoothly and reliably in Zelo’s browser-based screens.
Fixed Form view alignment: Form fields now line up correctly in narrow layouts, with dropdown inputs resizing within their cell instead of overflowing
Fixed QR scan button placement: The scan button next to QR fields in Zelo form views now stays on the same line, with the text field resizing instead of pushing the button below. This keeps QR entry aligned and easier to use, especially on smaller screens.
Improved Required fields: Required form fields now use a light brand-colored background that matches your selected Zelo theme. This makes mandatory input fields easier to identify and keeps the visual style consistent across all color palettes.
Fixed Interface theme: Minor styling adjustments were applied to the backend interface so highlighted menu and selection states display consistently with the active theme
Fixed Theme appearance: Zelo now displays the correct colors in search suggestions, record action buttons, and responsive menus. The action buttons on record forms also align properly, making the interface easier to read and use.
Added Backend color themes: Two new color options, Amethyst and Turquoise, are now available in the Zelo backend theme selector. These palettes update buttons, menus, and highlighted areas so your team can choose a visual style that better matches their brand or preference.
Improved Portal image zoom: The zoom preview in the Zelo portal now opens in a centered popup. It also loads a larger 1024×1024 image, so customers can inspect product, document, or record images more clearly.
Fixed Chatter buttons: Action buttons in the chatter area no longer show an unwanted border, giving a cleaner and more consistent look across records
Fixed Notification counter color: The small notification badge in the top navigation now displays with the correct readable color, making unread counts easier to see in Zelo’s themed interface
Fixed Product catalogue reports: Category section headings now show the complete display name of each category. This makes nested categories easier to identify in generated catalogues, rather than showing only the final category name.
Fixed Database schema updates: Zelo now handles very long database table and field names more reliably during schema updates, avoiding errors caused by the database’s limit on internal names for indexes and validation rules. This makes schema changes safer when modules use descriptive names for tables, fields, or constraints.
Improved Database backups: Zelo now uses larger internal buffers when creating database backup files, so backups of large databases complete more quickly and with smoother data transfer. This improves reliability for full and custom backup operations.
Fixed VAT validation checks: Zelo’s VAT validation checks now use simulated responses for EU VAT service tests. This reduces intermittent failures caused by external service limits and keeps VAT number validation more consistent.
Improved Module installation and upgrades: Zelo now caches internal references to data models and fields while installing or upgrading modules, reducing repeated database lookups and helping larger deployments complete more quickly.
Fixed Interface appearance: List view totals footers now use the correct background and border styling. The sidebar collapse control stays aligned at the bottom of the navigation panel and no longer shifts when expanded or collapsed.
Fixed Chat window theming: The chat window now displays with the correct Zelo colors and a wider, better-balanced layout. Messages and the message input area are easier to read, and the composer controls stay properly aligned on desktop and smaller screens.
Fixed Calendar date selection: Selected dates and highlighted date ranges in Zelo calendars now use a clear complementary color, so users can quickly confirm the active day or period. This improves visibility when choosing dates in scheduling, planning, and date-filtered views.
Added Theme colors: You can now choose a color theme for the Zelo interface, and accent colors in accounting dashboards, chat windows, calendars, list views, and forms now follow that theme consistently
Fixed Chat popups: Chat windows now open and close correctly when you switch between screens. The popup size and spacing have also been adjusted so messages are easier to read and less likely to overlap other content.
Improved XML data import: Zelo now keeps the XML validation rules loaded once instead of recreating them for every import. This makes XML data imports faster and more reliable, especially when importing large files or many records.
Improved Interface styling consistency: Zelo now uses a single source for visual styling values across the web interface. This helps colors, spacing, and common UI elements stay more consistent and easier to maintain in future updates.
Fixed Status button alignment: Record status buttons in form views now align more consistently and show a subtle chevron between states, making workflow steps easier to read. Tables and form controls also have improved spacing and rounded corners for a cleaner look.
Improved Interface styling: The Zelo backend now presents lists, forms, notifications, and navigation with a more consistent and polished appearance. Pagination controls, breadcrumb separators, and notification panels use updated spacing, borders, and accent colors, making common screens easier to scan. These visual refinements do not change how data is entered, approved, or exported.
Improved Interface appearance: Zelo now displays a cleaner, more consistent visual style across kanban views, side navigation, pop-up windows, and the top navigation bar. Kanban cards respond with a subtle lift when hovered, the active menu item is more clearly highlighted, and dialogs have softer rounded corners for a more polished experience.
Improved Table scrolling: Long tables now keep column headers visible while scrolling, and horizontal scrolling is more stable so the first column stays easier to read
Improved Mobile and desktop list views: Zelo now keeps the first column visible while horizontally scrolling wide lists on phones and desktops. Row, header, grouping, and selected-row backgrounds now stay consistent, making it easier to track records in list views and embedded sublists.
Improved Mobile interface: Mobile views are now clearer and easier to use on smaller screens. Headings scale smoothly with screen size, tables keep their first column visible while scrolling, and the main content area is better identified for assistive tools.
Improved Error diagnostics: When unexpected web or API errors occur, Zelo now logs more helpful request details, including the request address, page path, source IP, and requested operation, so support can identify and resolve issues faster.
Improved Interface responsiveness: Forms, popups, and search panels now adapt more smoothly to smaller screens, with buttons wrapping neatly and mobile dialogs using the full screen. This makes data entry and navigation easier on tablets and phones.
Improved Responsive layout: Zelo now aligns list and form controls more consistently on small screens. Buttons, list rows, menu items, and navigation areas also receive larger touch targets on phones and tablets, making interactions feel smoother and easier to tap.
Improved Web interface layout: Menus, forms, and responsive views now align more consistently across screen sizes, making navigation and data entry easier to use.
Updated Italian translations: The Italian language pack in Zelo has been refreshed for core settings, sales, e-commerce, customer portal, claims portal, and documentation, so users working in Italian now see clearer and more consistent labels, buttons, and messages.
Updated Order status labels: The website now shows order fulfillment statuses with consistent wording, displaying Waiting, Processing, Delivered, and Canceled. Customers can more clearly see whether an order is being prepared, is in progress, has been delivered, or has been canceled.
Improved Order delivery status: The customer portal now shows a clearer view of sales order delivery progress. Orders can display waiting, processing, partially delivered, delivered, or canceled based on the current state of their shipments.
Added Order delivery status: The customer portal now shows a delivery status label on sales orders, automatically reflecting To Deliver, Partially Delivered, or Delivered based on ordered and delivered quantities. This helps customers quickly see fulfillment progress without contacting the sales team.
Improved Cash flow forecast: The forecasting tool has been further validated across multiple bank accounts, installment payment schedules, and recurring contract data. Users can now rely on more consistent projected cash inflows and outflows when planning for the selected period.
Added Cash flow forecast: The cash flow forecast wizard now lets you optionally include open sales and purchase orders. This gives a clearer view of expected cash inflows and outflows before related invoices are created.
Improved Cash flow forecast: Cash flow forecasts now account for withholding tax on receivables and payables, so projected cash receipts and payments reflect the net amount expected to be received or paid
Added Cash flow forecast: You can now project future cash inflows and outflows by combining open receivables and payables, active bank receipt lines, and recurring income or expense templates. This gives finance teams a clearer, faster way to anticipate available funds and plan cash movements.
Fixed Sales withdrawal eligibility: We corrected how delivery completion dates are interpreted when checking whether a sale qualifies for withdrawal, helping ensure recent deliveries properly extend the withdrawal period and reduce inaccurate eligibility results
Added Claims portal access: External customers can now open their own Zelo customer portal to view the current status of their support claims and send messages to your team. This makes claim follow-up transparent without requiring internal system access.
Added Sales withdrawal requests: Customers can now start a withdrawal request for a sales order from the customer portal or online store. The request is recorded and tracked so your team can review and respond. You can also configure a default notice that explains the withdrawal process on order pages.
Fixed Order confirmation signature: The signature area on Zelo customer portal order confirmation pages now loads correctly, so customers can see the signature prompt and submit their signature without it disappearing or rendering unexpectedly.
Improved Image support: Zelo now accepts a wider range of image formats and automatically converts images to PNG when appropriate, so product pictures, attachments, portal pages, and email signatures display more reliably.
Improved Product catalogue report: Categories, products, and variants in the condensed product catalogue now use natural sorting. Names that include numbers, such as 2, 10, and 100, appear in numerical order for a more intuitive report layout.
Fixed Condensed product catalogue: The condensed catalogue now displays all relevant categories and subcategories in the correct hierarchy, so products appear under the proper parent categories. This makes it easier to review product placement across the full catalogue.
Improved Product variant grouping: When Zelo automatically groups similar product names, it now only breaks names at spaces. This keeps size codes and part numbers such as M4x20 or DN50 together, producing more consistent variant lists and base product names.
Updated Italian translations: The Italian language experience has been refreshed across products, e-commerce, pricelists, and reports, so menus, fields, module descriptions, and printed documents now show clearer and more consistent wording. This helps Italian-speaking users navigate Zelo and generate customer-facing documents with more accurate text.
Improved Pricelist report offers: Product pricelist reports now handle specific offers more accurately, including fixed-price promotions and variant-level offers, with prices displayed in the correct pricelist currency
Updated Price list report: Zelo now uses a single unified report for product price lists. This makes generated price list documents more consistent and easier to print, share, and maintain.
Updated Price list report: The product price list report now generates PDFs using a new dedicated report format, giving printed price lists a cleaner and more consistent layout. You can still create and print price lists from products or pricelists, and direct printing now uses the improved report layout.
Fixed Condensed product catalogue: Product headings in the condensed catalogue now display at the correct size, making generated PDFs look cleaner, more professional, and easier to read.
Improved Product browsing and storefront display: Product searches, filters, and lists now load faster because commonly used product data is indexed for quicker lookups. Online shop product cards also maintain a consistent minimum and maximum width, giving a cleaner catalog layout across different screen sizes.
Improved Online store search: The storefront search box now displays more clearly and includes a clear button. Visitors can remove their search term in one click and return to the full product list.
Improved Product group display: Product cards in Zelo now show a simple link under the product name instead of a large banner. Customers can still view all options in a product group, with a cleaner and easier-to-scan product page.
Improved Product card display: Product cards in the online shop no longer show an unnecessary “Main” badge, making product group listings look cleaner while product names, prices, and links continue to work as before
Fixed Website product cards: Recommended product cards now display a clear border and a smooth hover highlight. This makes it easier to spot the product you are about to select on your online store.
Improved Product page recommendations: The “Other options in this group” and “People also buy” sections now display with a consistent card layout and width, and the recommendations section can show more related products. This makes it easier to compare alternatives and discover suggested items on online product pages.
Improved People also buy section: The related products section on online store product pages now loads extra suggested products with smooth pagination. Customers can move between pages of recommendations without refreshing the page, making it faster to browse more items.
Updated Product group display: Online product group pages now show five related products per row instead of six, giving the storefront a cleaner and more balanced layout
Improved People also buy recommendations: Your e-shop now displays a clearer “People also buy” section on product pages. Related products are shown in a neat grid with pagination, and recommendations are based on two years of order history for more relevant suggestions.
Fixed Shop search for grouped products: The online shop search now returns products inside product groups, including non-main group products, while normal browsing still shows only the main product for each group. Customers can now find specific grouped products from the search box instead of only seeing the group’s main product.
Improved Usually sold together: Cross-sell suggestions on the website and in quotes are now stored as independent suggestion records, so they load faster and can be maintained separately from the product itself
Fixed Shop page layout: The online shop now uses the full available width on larger screens, and the default boxed theme displays with the correct page background, making storefront pages look more polished and consistent across devices.
Improved Product group alternatives: Customers browsing a product page in the Zelo e-shop can now see other options in the same product group more clearly. When a group has many alternatives, they are displayed in pages so shoppers can quickly compare related products without a long, cluttered list.
Updated Condensed product report: You can now generate condensed product reports that organize items by their product groups. Related products are shown together with a common base name, with variant differences highlighted, while ungrouped products appear on their own.
Improved Product grouping suggestions: The automatic product grouping tool now compares only products within the same category, so suggestions are generated faster and more accurately. Users can identify similar ungrouped products more quickly without unrelated categories slowing the search.
Added Product template groups: The default profile now includes product template grouping. Users can group related product templates together, making it easier to manage product families and variants across sales, inventory, and reporting without extra configuration.
Improved Product name matching: Product names are now cleaned and compared more consistently, so similar variants are grouped together more reliably. This helps reduce mismatches caused by extra spaces, punctuation, or repeated words when Zelo organizes product families.
Updated Product grouping: Product groups now use a clearer, consistent name throughout the product catalog and online shop. Users can continue to organize related products, view grouped items in the shop, and manage the main product and its variants without any change in behavior.
Added Product group management: You can now open Product Groups from the menu, review the main product and product count for each group, and manage which products belong to the group.
Improved Product variant groups: Product groups are now stored as dedicated records, making website product filtering, group navigation, and main product selection more consistent and easier to manage
Improved Server service maintenance: Starting, stopping, or restarting the Zelo server now uses a Python 3-compatible cleanup routine, with fallback to the previous routine, so temporary cache files are removed more reliably on modern systems.
Fixed Login form: The web login process now handles missing or unexpected login details more robustly. If required information is absent, Zelo displays a clear error message instead of failing unexpectedly, while valid credentials still sign you in and redirect normally.
Improved Product group suggestion wizard: The wizard that suggests variant groups now presents its options more clearly, with better-sized fields and cleaner product selection lists, making it easier to review and apply suggested product groups.
Fixed Product options button: The options button now appears in the correct position on product cards in the shop, so it no longer overlaps the product price. Customers can see the number of available options and click the button to view the variants for that product group.
Fixed Product group filtering: The “Options available” button no longer appears when browsing products filtered to a product group. This keeps the filtered view cleaner and avoids showing a group link on every item.
Fixed Product group filtering: Shop links for viewing all options in a product group now keep the current shop context. Customers can compare grouped products without losing existing filters, search terms, or other selections.
Improved Product group browsing: The website product group page now shows a sidebar filter based only on the groups visible in the current product list. This helps customers see relevant group options more clearly and makes the storefront easier to navigate.
Added Product grouping: You can now group separate product templates under one main product so eShop customers see a single main listing first, with related items available from the group page. This keeps each product as its own record for inventory and pricing while making the catalog and report views more compact and easier to browse, with automatic suggestions for likely groups based on similar names.
Fixed Online store brand filtering: Zelo now handles incomplete brand filter selections correctly, so customers can filter product listings by brand without encountering search errors. This keeps the storefront product list accurate when multiple brand choices are submitted at once.
Fixed Website quote pricing: Suggested product option prices on website quotes now handle currency conversion rounding more consistently. This helps customers see accurate totals when products are added or updated.
Updated VAT number validation: Zelo now validates VAT numbers using a maintained standard-number library and additional country-specific checks. Partner VAT validation remains consistent across partner records, invoicing, and point of sale workflows.
Fixed Installation process: We updated the Zelo setup process to use current system package names. Fresh installations and dependency updates on supported Linux environments now run more reliably, especially for database connectivity and tax number validation.
Compatibility Server setup: Zelo installation now targets the current Debian release. New deployments use supported package sources, which helps dependencies and server tools install more reliably.
Updated Italian translation: Italian interface text has been reviewed and refined, so menus, buttons, and messages appear with clearer and more consistent wording.
Updated Inventory turnover report: Italian translations were reviewed for clarity. Labels for average inventory over the last 6 and 12 months now explain that values come from monthly snapshots.
Updated Sales translations: The Italian translations for sales messages and customer debt warnings were refreshed. Users now see clearer notices when a customer is blocked or when a sale order exceeds a configured debt threshold, helping sales teams act on payment risks faster.
Updated Work calendar translations: Italian interface text for resource and work calendar features has been refined for clarity, including clearer explanations of how timezones affect working hours and leave entries
Updated Italian language support: Italian project task timing labels are now clearer. Teams can better understand working days and hours calculated between task creation, assignment, and closing using the project calendar.
Updated Italian Point of Sale translations: The Italian language pack for Point of Sale has been reviewed and refreshed, so cashiers and managers now see clearer wording for payments, customer prompts, and on-screen messages while processing sales.
Updated Italian manufacturing translations: Italian users now see translated confirmation and validation messages when rescheduling work orders, helping them understand which ready or pending manufacturing tasks can be rescheduled
Updated Italian email translations: Italian text for email notifications, delivery failures, and SMTP connection messages has been reviewed. This makes error and status messages clearer for users working in Italian, including messages shown when an email cannot be sent or the mail server is unreachable.
Updated Italian VAT registry translation: The Italian translation for the VAT registries area was reviewed and a duplicate phrase was removed. Italian users will see consistent translated labels without redundant entries.
Updated Italian translations: The Italian language pack was reviewed and minor wording was refined. Users who set Zelo to Italian will see more consistent and accurate interface text.
Updated Italian translation: The Italian labels for tax balance menus and pages now use clearer, consistent wording. This helps Italian users navigate and review tax balances more easily in Zelo.
Updated Italian report translations: Italian labels and descriptions in standard accounting reports have been reviewed, so ledger, journal, and balance report names now display more clearly and consistently.
Updated Italian translations: Fiscal Year Closing now shows clearer Italian text for closing calculations, draft move checks, and progress messages, making the year-end closing workflow easier to follow
Updated Italian accounting translations: Italian users now see clearer and correctly placed labels for the Aged Partner Balance and Taxes Reports areas, making account reports easier to understand in Zelo
Added Legal journal report: In Zelo, you can now generate a legal journal report from the standard accounting report. It provides a line-by-line list of journal entries with line numbers, dates, account details, references, descriptions, debits, credits, and cumulative balances. The report can be exported to Excel for easier review or archiving.
Improved Standard journal reports: Journal reports now include a visible divider between separate journal entries. This makes it easier to see which lines belong to each entry when reviewing account activity.
Improved Condensed product catalogue: The condensed product catalogue report now uses a tighter layout with smaller page margins and reduced spacing between product groups. This makes the report more compact and helps fit more products on each page.
Mai 2026
Improved Condensed product catalog: The condensed product catalog report now uses a cleaner two-sided page layout with balanced margins. It also displays the company logo, contact information, page numbers, and section title in the page header and footer for easier printing.
Improved Product catalog and report headers: The condensed product catalog and shared report header now use a larger company logo and clearer header spacing. Company contact details appear in a smaller, more readable header block, while catalog entries have tighter spacing for a cleaner printed layout.
Improved Condensed product catalogue report: The condensed product catalogue now generates with a cleaner, more modern layout, including colored product group separators, styled variant tables, and more readable product codes and barcodes
Fixed Email cleanup: Zelo now ignores failed unsent emails that have no related record when purging the mail queue. This prevents unnecessary failure notifications and avoids errors while cleaning up stale messages.
Fixed Customer overdue warnings: Overdue balance warnings now round the total amount using the company’s currency rules before checking the warning threshold. This keeps overdue status accurate for customers when small rounding differences would otherwise change the result.
Fixed Partner overdue warnings: The debt warning shown on sales orders now uses the same overdue-report calculations for customer balances and past-due amounts, so the warning matches the overdue report and remains accurate across multi-currency accounts
Fixed Sales due-amount warning: The due-amount warning on sales now uses the correct overdue balance for each customer. It considers only open customer invoices that are past their due date, so sales users see a more reliable credit warning before confirming orders.
Added Partner debt alerts: Zelo can now calculate partner debts by separating overdue amounts from total outstanding balances using invoice due dates. This makes credit-limit and debt warnings in Sales and Accounting clearer and more accurate.
Fixed Accounting report layout: The Italian accounting move report now uses the correct landscape page orientation, ensuring it prints and previews with the intended margins and a readable table layout.
Added Sales debt warning alerts: Sales supervisors now receive an email alert when a sales order is confirmed for a customer whose total debt exceeds the configured threshold. The alert includes the order, amount, customer, threshold crossed, and outstanding debt so the team can review the sale quickly.
Improved Partner debt warning: The debt warning used in sales now calculates outstanding balances using the same logic as the partner ledger, so the amounts shown match the receivable and payable figures users see in the ledger.
Fixed Multilingual website routing: Language-specific website URLs now resolve reliably, so visitors can open translated pages without unexpected errors. Zelo now checks multilingual routes using the active routing configuration, reducing broken links and failed page loads.
Fixed Customer credit warnings: Sale order credit warnings now calculate a customer’s debt using the same outstanding receivable totals as the partner ledger. This makes blocking and warning messages match the customer’s actual unpaid balance.
Added Inventory turnover report: The report now calculates average stock levels for the last 6 and 12 months. This gives you a clearer view of typical inventory availability and helps identify products that consistently run high or low.
Updated Inventory turnover report: Product details now come directly from the report’s calculated data. Names, categories, and costs display consistently for each line item.
Fixed Fiscal year closing: Reversing accounting entries during fiscal year closing no longer posts them automatically while calculating. You can now review the generated draft entries before confirming, preventing unintended postings.
Fixed File and image links: Zelo now checks the item number used in links to attachments, images, and other downloadable content before serving the file. If the number is missing, non-numeric, or otherwise invalid, users receive a clear error instead of an unexpected failure, while valid links continue to work normally.
Added Italian fiscal year closing help text: The Italian interface now includes translated guidance for the option that prevents closing a financial year when unposted entries exist. This helps Italian users understand how draft accounting entries affect the closing process.
Added Fiscal year closing help: A clearer explanation now appears for the draft entries check. It tells users that unposted entries block year-end closing by default, and that disabling the check lets them review draft entries before finalizing the closing.
Fixed Variable-quantity timesheet contracts: Recurring contract dates now use a clearer timezone-safe baseline. This reduces the chance that timesheet entries near midnight are counted in the wrong billing period, making variable-quantity timesheet contracts more dependable.
Added Monthly changelog archive: Previously generated monthly changelogs are now stored for future reference, so users can review past Zelo updates and release details in a consistent, easy-to-read format
Added Work order scheduling: Zelo can now automatically select start and finish times for work orders based on work center capacity and calendar availability, and adjust those times when scheduling conflicts occur, helping production teams keep work plans realistic.
Fixed Working time calculations: Zelo now uses the full start and end dates when determining daily working periods, so partial hours are not lost at the beginning or end of a schedule. This improves the accuracy of available working hours, attendance, and time-based calculations.
Fixed Project task time statistics: Open and closed task time metrics now calculate accurately using the project’s working calendar. The values reset correctly when a task is no longer assigned or completed.
Fixed Blog feed: The public blog feed now opens correctly, so subscribers can reliably receive the latest blog posts through RSS or Atom feed readers
Fixed Invalid website links: Zelo now returns a clear 404 page when a link points to a missing blog, event, or other record, instead of showing a server error. Valid links continue to open normally, making shared or bookmarked URLs behave more reliably.
Updated Project form dates: The project form now displays the assignment date and end date, so you can quickly see when a project was assigned and when it is scheduled to finish.
Improved Task timing benchmarks: Task details now always show working hours and days from creation to assignment and closing, even when the values are zero, making it easier to review turnaround times and compare task performance
Improved Point of Sale product selection: The Point of Sale interface now has stronger checks to confirm that selecting a product adds it to the current order. This helps ensure the product list and order screen work as expected during daily sales.
Fixed API access token permissions: Zelo now includes the missing read permission for API access tokens, so administrators can view token records and avoid access errors when managing API credentials from the user profile
Fixed Form tab state: Forms with tabs inside tabs now remember the correct main tab when you navigate or switch records. Zelo now saves and restores only the top-level tab selection, so nested tab panels no longer interfere with your saved view state.
Fixed Task materials view: The materials section on project tasks now displays correctly, allowing users to reliably view and edit consumed products and stock details without missing or misidentified tabs
Added Timezone-aware resource calendars: Work order scheduling and project task working-day calculations now respect each resource’s calendar in the correct timezone, including working hours, weekends, holidays, and leave, giving planners more accurate start and end times.
Fixed Product list clicks: Product selection in the Point of Sale product list now works reliably after the list is rendered or refreshed, because item click handling is initialized consistently.
Fixed In-app notifications: Warning alerts now use the standard notification style, so messages such as missing previously generated reports appear correctly and disappear as expected instead of opening an unexpected window
Fixed VAT registry report: The Italian VAT registry report now displays the page footer in Italian, showing “Pagina” instead of “Page” for clearer localized documents.
Improved Report formatting: Report headers and footers now use the same font style as the report body, making generated PDF reports, including Italian VAT registries, look more consistent and polished
Improved Accounting report dates: Date headers in accounting reports, ledgers, journal entries, payment receipts, and Italian VAT registries now use a consistent year/month/day format, making printed, exported, and on-screen reports easier to read and compare.
Fixed Italian payment terms message: The Italian accounting message now correctly explains that payments must be unreconciled before renegotiating payment terms on an invoice. This makes the guidance clearer for Italian-speaking users when editing invoices that already have payments.
Fixed Translated message formatting: When a translated message contains formatting placeholders that don’t match the expected data, Zelo now safely displays the original message instead of failing, and records the issue in the system log for later review
Added Italian translation: The Taxes Reports menu in Accounting now displays correctly in Italian. This makes it easier for Italian-speaking users to find and use tax-related reports without seeing untranslated text.
Improved Monthly changelog generation: Monthly changelogs now generate faster because update summaries are processed in parallel batches. Large releases should complete more quickly while still producing the same clear, customer-ready entries.
Improved Changelog generation: Monthly release notes are now prepared through a single streamlined process, reducing manual steps and making it easier to keep Zelo changelogs consistent and up to date
Updated Italian translation: The Italian label for the Margin Analysis menu was refined for clarity, so Italian users see a more natural and consistent name in the product margin area.
Updated VAT registry navigation: The VAT Registries report now appears under the standard Taxes reports menu instead of a separate Taxes menu. This makes it easier to locate and print Italian VAT registry reports from the finance reports area.
Updated Tax balance menu: The Tax Balances report is now accessible from the Taxes menu in Accounting reports instead of a separate Taxes Balance item. This keeps tax-related reports together and makes them easier to locate.
Updated Italian report labels: The Italian interface for standard accounting reports now uses a clearer label for the aged balance report, making partner balance aging reports easier to recognize and reducing confusion in accounting views
Updated Accounting reports menu: Zelo now groups the Financial Report under a new Taxes Reports section within Finance Reports, making tax and financial reporting options easier to find. The Italian menu label for PDF Reports was also updated to “Reports and Tax Tests”.
Updated Report page footers: Accounting test and VAT registry reports now show only the current page number in the footer instead of a total page count. This removes the “Page X of Y” display for a cleaner, more consistent report layout.
Improved VAT registry report layout: Printed VAT registry reports now use a standardized header with company details and a footer that shows the current page number out of the total pages, making the report easier to read and share.
Updated Standard Report menu: The Standard Report option has been moved to the General Accounting section, making it easier for accounting users to find and access from a more intuitive location.
Fixed Standard accounting report wizard: The setup window now aligns its option groups consistently, so journal, partner, account, and analytic account filters are easier to read before generating a report.
Updated Italian accounting report labels: The Italian translation for the standard accounting report now displays the balance heading as “- Saldi,” making the report wording clearer and more consistent with Italian accounting terminology
Updated Standard accounting report labels: Account, partner, journal, and analytic account names now display consistently in standard reports, making line items easier to read and verify
Fixed Tax balances menu: The Italian menu label for the tax balances report now shows the correct translated text, making the accounting menu easier to recognize.
Updated Italian report title: The Partner Ledger report in Italian now shows a clearer title, making partner balance reports easier to recognize and consistent with Italian accounting terminology. This improves readability for users reviewing partner account activity.
Added Financial report headers: Financial accounting reports now display the selected date range in the header, so users can quickly confirm which period is covered by the report. This applies to common accounting reports such as journal entries, general ledgers, partner ledgers, trial balances, tax reports, and payment receipts.
Updated Accounting report headers: Standard accounting reports now use a shared header layout, so company details and report titles appear consistently across printed and PDF statements
Updated Financial reports: Financial reports now use a shared header and footer layout, so documents consistently show the company name, VAT, report title, and page numbers. This makes printed and exported reports easier to read and more professional.
Fixed Accounting report names: Report names in the accounting ledger wizard now display in your selected language, so titles such as General Ledger, Partner Ledger, and Aged Balance are correctly translated in the report preview and generated report
Fixed Partner Ledger report: The Partner Ledger PDF report now generates correctly when optional currency columns are not populated, so accounting users can export and print the report without broken table formatting
Updated Italian accounting reports: Italian labels and printed report text for key accounting reports have been refreshed, so terms such as Aged Partner Balance and Tax Report now appear with clearer, more consistent wording in Zelo
Fixed Default configuration: Zelo’s built-in configuration now uses the correct format for log settings and module translation options, helping the system start more reliably with default settings
Improved System logging: Default logs are now less verbose, showing mainly warnings and errors while still keeping useful module loading and test progress visible, making it easier to spot important issues
Fixed Product catalog PDFs: Product catalog reports now render product names more reliably, even when names contain letter combinations that can cause PDF text display issues. This helps keep generated catalogs clean and professional.
Added Product catalogue report: Product names are now automatically standardized before similar products are grouped in the condensed catalogue report. Zelo removes extra spaces and stray punctuation, so variations of the same product are easier to match and the final catalogue is cleaner to read.
Added Italian report header: Zelo LaTeX reports generated in Italian now use a localized default header, showing the company logo, address, VAT, email, phone, and website in the standard header layout
Updated Condensed product catalogue: The condensed product catalogue PDF now uses the standard Zelo report header. Company logo, address, VAT, email, phone, and website details are displayed consistently with other generated reports.
Improved Report header layout: The default header on LaTeX reports is now more compact, using less vertical space while keeping the company logo and key contact details. Company name, address, VAT, email, phone, and website are arranged in a cleaner two-line layout.
Improved LaTeX report header: The common header on LaTeX reports is now more compact and easier to read. Company details are arranged in a clearer two-column layout, making it simple to identify the company, VAT, contact information, and website on generated reports.
Updated PDF report headers and footers: Company headers and page footers for LaTeX-based PDF reports are now managed with shared templates, so reports consistently include the company logo, contact details, and page numbering. This helps keep branded reports uniform across different report types.
Updated Italian translations: The Italian language pack has been refreshed across Zelo screens, reports, and customer-facing messages. Labels, field names, and report captions now use current and consistent Italian wording, while obsolete translations were removed so Italian users see clearer, up-to-date terminology.
Added Condensed product catalog: You can now generate the condensed product catalog in Italian, with translated labels and a cleaner layout. The variant section now gives product names more space while keeping codes and barcodes easy to read.
Added Condensed product catalog: You can now generate a compact product catalog report that groups similar products together for a cleaner, easier-to-browse layout. The new catalog variant works with the existing product and category selection options in the catalog wizard.
Fixed Export file cleanup: Scheduled cleanup of old data export files no longer fails when the file has already been removed, keeping export storage tidy
Fixed Database list: Internal session-storage databases are now correctly excluded from the list of available databases, so users only see valid Zelo databases when selecting or creating a database.
Improved Email message handling: Zelo now skips email messages on items that do not support threaded conversations, making email processing more reliable and reducing unexpected errors
Improved Survey PDF reports: Survey PDF reports now generate correctly even when questions or pages have no description text, reducing the chance of missing or broken report output
Fixed LaTeX report conversion: Empty or blank report content is now handled safely, preventing LaTeX reports from failing to generate when fields have no values.
Added Website brand filtering: Customers can now narrow online shop products by brand using a sidebar filter. The filter shows only brands available for the current category, search terms, and product attributes, while product cards display brand logos for quick recognition. Product pages also include a branded section that links to that brand.
Fixed Report rendering: Contract, document page, and survey PDF templates now render more reliably. The updated templates remove unsupported contact fields and outdated revision tables, so generated reports open without errors.
Updated Report templates: Contract, survey, and helpdesk report documents are now based on dedicated template files. Users can continue generating the same professional reports, while Zelo can maintain and customize the layouts more easily for future updates.
Fixed Email failure alerts: Failed outgoing email notifications now verify that the related record still exists, so deleted or missing records no longer cause confusing alerts or processing errors
Updated Italian translations: The Italian language support has been refreshed across accounting, financial reporting, inventory, point of sale, and core Zelo screens. Customers using Zelo in Italian now see clearer labels, more consistent wording, and fewer missing or outdated phrases in everyday workflows.
Updated Translation export: When generating translation catalogs, Zelo now leaves out already translated full-file report templates from the exported translation files, keeping localization catalogs cleaner while still including templates that do not yet have a translation.
Updated Product margin reporting: The product margin report has been unified into a single reporting experience within Zelo. You can now view sales, purchases, margins, and key profitability indicators together, without switching between separate margin report tools. This makes it easier to analyze product performance and track profitability from one consistent location.
Added Language selection: You can now deselect your preferred language from the user menu dropdown. Clicking the currently active language clears your explicit language choice, so Zelo falls back to the system default.
Fixed General Ledger report: The report header now displays the selected journals in a properly formatted table, so long journal names no longer break the layout or push other report details out of alignment.
Improved Accounting report formatting: Accounting report exports now use a consistent 9-point font size across journal, ledger, balance, tax, and payment receipt reports. This gives printed and exported documents a more uniform appearance and makes it easier to compare information across report types.
Fixed Italian e-invoice import: Italian wording for rounding adjustment notes is now corrected in Zelo, so imported electronic invoices display clear messages when line or total prices need rounding.
Improved Standard accounting reports: The default report layout now uses a slightly smaller font, allowing more line items to fit on each printed page.
Added Journal ledger report: Journal ledger reports now show sequential line numbers, and you can set the starting page and line number when generating a report. This makes it easier to reference, audit, and reconcile ledger entries across multiple pages.
Fixed Bank statement reconciliation: Zelo now prevents duplicate journal entry names when manually reconciling bank statement lines, ensuring each entry in a journal keeps a unique reference and accounting records stay consistent.
Added Accounting sequence check: You can now detect missing numbers in the reference sequences of posted journal entries. The new check can also create placeholder entries for the missing numbers, keeping accounting references continuous and easier to audit.
Added Bank statement lines: You can now see the journal entry reference on bank statement lines. This makes it easier to identify which accounting entry was created when a bank line is reconciled.
Improved Standard Journal Report: The column spacing in the standard journal report has been adjusted so journal entry details, amounts, and balances are easier to read. The report now displays with better alignment and less crowding when viewed or printed.
Updated Accounting tests report: The accounting consistency report now uses Zelo’s LaTeX-based PDF rendering instead of the previous template-based PDF. This makes the report layout, date formatting, and special characters more consistent when users print or download it.
Added Accounting balance test: A new balance test is now included in Zelo’s Account Test report. It checks whether account balances reconcile across balance sheet and profit-and-loss sections and highlights accounts that are missing from a section. This helps you spot misclassified or unassigned accounts before they affect financial statements.
Added Balance sheet check: A new accounting diagnostic lets you verify that assets equal liabilities, including the period’s profit and loss result, using the same balance sheet report calculations. It helps you spot discrepancies earlier before closing a period.
Fixed Standard ledger reports: Grouped ledger views now calculate running balances correctly, so debit, credit, and cumulative balance columns stay accurate when report lines are grouped by account
Fixed Documentation generation: The documentation build process now resolves the correct output location before starting, reducing the chance of failed or misplaced documentation output.
Removed Unnecessary system package: Zelo no longer installs an extra system utility package during server setup. This keeps deployments cleaner and reduces unnecessary components in the environment.
Added Italian accounting journal report: You can now generate accounting journal entries in Italian, with a formatted layout that shows the entry, journal, partner, line details, and debit/credit totals. This makes it easier to review and share accounting records for Italian-speaking users.
Added Journal Entries report: You can now generate and print the Journal Entries report again from the journal entries list. The report presents selected journal entries in a formatted document for review, printing, and sharing with stakeholders.
Fixed Aged balance reports: Aged balance reports now use consistent aging periods and date boundaries, so partner balances are grouped the same way across on-screen, PDF, and Excel outputs. Invoices and payments now fall into clear 0-30, 30-60, 60-90, and 90-120 day ranges, making outstanding balances easier to compare and reconcile.
Fixed Aged report filters: The aged report now correctly separates payable and receivable accounts when filtering by supplier or customer. This helps users see accurate aging balances for payables and receivables without unrelated accounts appearing in the results.
Fixed Aged balance report: The report now uses the selected end date when calculating balances, so aging buckets reflect the correct reporting period. Balances no longer shift incorrectly when the start date changes.
Fixed Aged balance report: Open balances without a due date are now aged using the transaction date, so current and overdue amounts are classified correctly. Aged balance reports also default to the current date when no end date is selected, making date-range results more reliable.
Added Template expression support: Templates can now reverse the order of lists or sequences inside safe display expressions. This makes it easier to show records in reverse order in reports and custom views without using unsupported code.
Improved Report template error messages: Zelo now checks report template expressions for disallowed Python helper functions and displays a clear message with the allowed helpers, so report errors are easier to diagnose and fix
Fixed Journal reports: Journal report templates now use a landscape page layout and handle tax line values more reliably, so PDF journal reports generate with accurate tax amounts and easier-to-read detail.
Improved Report failure diagnostics: When report generation fails, Zelo now captures the affected report, the error, and the data values being used. This makes it easier to identify missing fields or template issues and resolve report problems faster.
Fixed Accounting journal report: Dates now display correctly in journal reports. The report includes proper date formatting support, so entries appear in a consistent year-month-day format when users view, print, or export the report.
Fixed Accounting test report: The report title now displays the correct spelling, and report generation has been refined. This makes accounting test reports more consistent when users generate or review them.
Fixed Expression evaluation: Zelo now safely supports checks for missing values in formulas and rules. This makes conditional logic and calculated fields behave correctly when data is empty.
Fixed Calendar event sync: Zelo now prevents duplicate calendar events with the same identifier for the same user, so meetings and events synced from calendar apps stay consistent and easier to manage
Fixed Trial Balance report: The report layout now uses a more balanced table width, so account names and balances display cleanly when viewing, printing, or exporting the report
Added Calendar event synchronization: Zelo now keeps a stable unique identifier for each calendar event and tracks synchronization state with connected calendar apps, helping external devices sync reliably without creating duplicate or inconsistent events
Added Italian accounting reports: Zelo can now generate accounting reports in Italian, including aged partner balances, general ledger, journal, trial balance, partner ledgers, tax reports, payment receipts, and overdue reports. The overdue report output was also refined for clearer and more accurate printing.
Fixed Accounting reports: Financial reports such as overdue, general ledger, trial balance, and partner balance now generate more reliably. The reporting process now handles single records correctly and keeps report definitions consistent for cleaner, error-free document outputs.
Improved Calendar synchronization: Calendar changes now sync more reliably with connected devices and calendar apps using a more robust change-detection token. This helps Zelo detect added, updated, and removed events consistently while avoiding unnecessary full calendar refreshes.
Improved Accounting report reliability: We expanded automated validation for accounting reports, covering customer invoices, supplier invoices, payments, and journal entries. This helps ensure the figures and report outputs in Zelo remain accurate and consistent.
Updated Accounting reports: Zelo is updating the underlying report templates for invoices, journals, ledgers, trial balances, and tax statements. This prepares accounting reports for more consistent printing and export while keeping the familiar financial statements available.
Improved Accounting reports: Accounting PDF reports now display company information and optional maturity dates more consistently. Invoices, journals, ledgers, and balance reports are less likely to show blank fields when generating documents.
Added Accounting reports: Zelo now includes a new set of printable accounting reports, including invoices, journal entries, general ledgers, trial balances, and overdue statements, so finance teams can prepare cleaner documents for review and sharing.
Fixed Calendar synchronization: Zelo now returns the correct synchronization data and status when external calendar apps request a sync. This fixes empty sync results in apps such as iOS and Thunderbird, so calendar events are visible and stay up to date.
Fixed Report translations: Language-specific report templates now store and display the correct translated values, so generated labels such as lot barcodes show localized text like “Lotto:” in Italian instead of falling back to English
Improved Report and document translation: Translations for report templates and editable document fields now process raw file content more reliably, so multilingual reports and editor-based content update correctly after language changes. This reduces unexpected untranslated sections when generating reports or editing translated documents.
Fixed Accounting report templates: Zelo’s standard accounting reports now handle empty result sets correctly, so PDFs generate cleanly instead of showing blank tables or broken layouts. Grouped report sections are now displayed only when they contain data.
Improved LaTeX report templates: LaTeX report designs now import and translate as complete text blocks, so formatted reports keep their intended layout instead of being split or altered during setup
Updated Italian product translations: Italian labels and help texts for product categories, descriptions, images, and related product fields are refreshed, so Italian users see clearer and more consistent wording throughout Zelo’s product management screens
Updated Italian API translations: Zelo now displays Italian translations for API access logs, allowed API methods, API users, and related REST API settings, making API administration easier to understand for Italian-speaking users.
Updated Italian translations: Italian users now see translated warnings when returning kits or kit components in sales and manufacturing workflows. The messages explain partial or non-proportional kit returns and how to proceed if needed.
Updated Inventory adjustment analysis: Italian menu and report labels for inventory adjustment analysis are now clearer and more consistent, helping Italian-speaking users navigate stock correction insights and understand adjustment-related actions more easily.
Updated Inventory turnover report: The Italian language pack now includes refreshed wording for the inventory turnover report, so labels, fields, and messages display consistently for Italian-speaking users.
Added Italian accounting report templates: Standard accounting reports now include Italian translations for their report layouts. Users can generate aged, analytic, general, journal, open, and partner reports in Italian, with clear column headings and labels for easier review and distribution.
Added Italian VAT registry reports: VAT registry report templates now include Italian translations, so generated registry documents display localized column headings, period labels, and totals. Italian users can now review VAT entries and transaction summaries in their own language.
Fixed Standard accounting reports: Opening balances now display correctly when historical activity is included. Reports show the proper debit, credit, and net opening amounts, so balances before the selected period are easier to review.
Improved Accounting reports: Accounting reports now display alternating row colors, making dense tables easier to scan, and layout fixes help report rows and totals appear consistently in generated documents.
Updated Standard accounting reports: Standard accounting PDF reports now use a newer LaTeX-based layout engine, so general ledger, journal, aging, analytic, open items, and partner reports produce consistent, print-ready documents
Improved Italian VAT registry report: The PDF layout now uses better column spacing for invoice details, making the table easier to read and less crowded.
Improved Italian VAT registry reports: The VAT registry reports now use a clearer layout with a more readable font and alternating row shading, making long registers easier to scan. Column spacing has also been adjusted so invoice, partner, tax, and amount details fit better on the page.
Improved Italian VAT registry report: The printed VAT registry report now uses LaTeX-based PDF rendering, giving more consistent layout and reliable formatting. Users can generate the same registry report from the print action with a cleaner, more stable PDF output.
Improved LaTeX report generation: LaTeX reports now identify the selected records more reliably, whether the report is opened from a list, form, or custom action. Zelo can also apply report-specific values before rendering, so customized reports display the right information.
Improved Search performance for exclusion filters: Searches that exclude records based on related records, such as partners without certain bank accounts or currencies without selected exchange rates, now use a more efficient database query. This reduces the amount of data Zelo has to process and can make filtering large lists noticeably faster.
Improved Inventory turnover report: The report wizard now lets you choose whether to generate a new turnover calculation or open an existing one for the selected date. If no report is available yet, Zelo displays a clear warning so users know to run the report first.
Improved Inventory turnover report: Inventory turnover calculations now run faster and handle stock movements more consistently, letting you review product availability and incoming quantities over six and twelve months with less waiting.
Added Inventory turnover report: You can now generate inventory turnover report records through a guided wizard. The wizard creates temporary report records that summarize recent stock movement, making it easier to analyze product turnover without changing product master data.
Fixed Grouped list pagination: Pagination now works correctly in list views with multiple nested groups. Users can page through each group reliably without missing records or seeing incorrect results.
Improved Incoming email fetching: Zelo now handles errors more gracefully when retrieving or routing incoming emails, so a single problematic message or server issue is less likely to interrupt processing of other emails. Failed attempts are also recorded in system logs to help support identify the cause.
Updated API menu organization: API Access Logs and API Allowed Methods are now grouped under a dedicated API submenu in Settings, so administrators can manage API access and permitted methods in one place.
Improved Login security: The handling of repeated failed login attempts is now more stable. This ensures that Zelo’s built-in brute-force protection works consistently and helps keep user accounts safer.
Avril 2026
Fixed Point of Sale pricelist configuration: When a pricelist is enabled for a Point of Sale configuration, Zelo no longer automatically changes unrelated pricelist access permissions. This keeps POS pricing behavior predictable and prevents unexpected permission changes when saving the configuration.
Improved API security: Zelo’s external API now has stronger protections, including safer token handling, configurable allowed actions, and a new access log. Administrators can better monitor API activity and restrict what connected applications can do.
Fixed Inventory availability calculations: Stock moves without a scheduled date are now handled safely when calculating available quantity at a date, preventing incorrect or missing availability results for undated inventory operations
Added Product category details: You can now add a description and an image to each product category, with the image automatically resized for different views. This makes it easier to identify, organize, and explain product categories to users.
Fixed Inventory adjustment analysis: Value differences now correctly total all completed stock moves for a product instead of using only one, so adjustment reports show the accurate monetary impact. This helps stock counts remain reliable when the same product is affected by multiple moves across locations.
Fixed Database upgrade process: Upgrades now correctly stop and report an error if a module update or profile installation step fails, so failed upgrades are no longer shown as successful
Improved Core workflow reliability: Zelo now includes additional automated checks across manufacturing, purchasing, sales, inventory, secondary units, and document attachments. These checks verify common operations such as bills of materials, work center scheduling, work orders, purchase-to-manufacturing, sales-to-manufacturing, and stock move lines, helping reduce unexpected issues in everyday use.
Fixed Online store cart updates: Adjusting product options or quantities in the e-shop cart no longer fails when the stored cart state is outdated. If the previous order is not in a draft state, Zelo now starts a fresh cart so customers can continue shopping and update items smoothly.
Improved Fiscal year closing: The fiscal year closing process is now more robust for closing entries that include reversals, so Zelo handles cases where the related reversing entry has not been created yet
Fixed Fiscal year closing: Zelo now correctly handles fiscal year closings when no inverse journal entry is generated, so the closing process no longer breaks unexpectedly. Users can complete year-end closings more reliably when a reversal is empty.
Improved Automated browser checks: Zelo’s browser-based quality checks now start more reliably when several checks run at the same time. Each check now uses its own dedicated browser connection, which reduces random failures and makes automated verification more stable.
Improved Automated browser testing: Browser-based checks now detect the available browser port automatically and wait until it is ready, reducing flaky test failures during development
Improved Kit returns: You can now return part of a kit product without losing track of its components, and Zelo correctly updates delivered quantities and return status based on the components actually shipped or returned.
Improved Automated browser checks: Background browser-based checks now detect when the browser has stopped and retry with a capped wait time, reducing false failures caused by temporary delays
Improved Quality checks: Automated front-end checks for barcode scanning, chat, and the responsive web interface now run more reliably, reducing the chance of temporary issues slipping through updates
Mars 2026
Added Swiss VAT normalization: Zelo now automatically converts simplified Swiss VAT numbers from e-invoicing into the official format before validation. This lets users save partner VATs entered with or without dots, while Zelo still checks the number for correctness.
Fixed Task working day calculations: Task elapsed working hours and working days now use the task’s actual timeline and calendar settings. This makes project task time tracking more reliable and less prone to unexpected inconsistencies.
Fixed Due payments list: The due payments section on payment forms now opens the correct list view. This ensures you can view and manage due payment entries without the list failing to load.
Fixed Italian translations: A common interface text has been corrected across many Zelo modules, so Italian users now see consistent and accurate wording in menus, forms, and reports.
Fixed Italian translation: The Italian accounting interface now shows the correct state label as “Stato” instead of “Province”, making translated accounting views clearer.
Updated Italian translations: Italian interface text has been reviewed and refined across many Zelo modules, so users working in Italian see clearer labels, buttons, reports, and system messages for more consistent everyday use.
Improved AI term translation: AI-assisted translations now follow language-specific glossaries and stricter wording rules, keeping dynamic values, reference codes, and formatting unchanged while producing concise, natural ERP terminology that fits Zelo buttons and labels
Fixed Form tab navigation: Forms with notebook tabs now correctly restore the previously selected tab after navigating. This also fixes an issue where forms with a single tab could behave unexpectedly when reopening.
Fixed Payment term renegotiation: The renegotiate payment terms window now shows the payment summary and existing payments in a more stable layout, so you can review paid and remaining amounts and adjust invoice payment terms without hidden or misplaced fields.
Added Invoice payment term renegotiation: You can now manually renegotiate payment terms for invoices using a new guided action in Zelo. This helps accounting teams adjust due dates and payment schedules for open invoices when customers request different payment arrangements.
Added Invoice due payments: Zelo now displays due payments directly on customer and vendor invoices, showing receivable and payable journal lines with their scheduled due dates. This makes it easier to track partial payments, upcoming installments, and outstanding amounts at a glance while reviewing an invoice.
Fixed Project task working hours: Time-dependent working-hour checks are now more stable, reducing the chance of inconsistent elapsed hours or days for tasks tied to employee calendars and leaves. Project teams can rely more confidently on task time tracking and progress calculations.
Fixed Task working days: Task working days now respect the project’s resource calendar and leave periods, so open and close working-day values reflect actual scheduled work days instead of simply converting working hours into days.
Fixed Sales and purchase order product display: The product shown on sales and purchase orders now stays in sync with the order lines, preventing outdated or incorrect product details from appearing on the order form
Fixed Form view tabs: The active tab is now preserved when editing a record in a form view, so users stay on the same section after Zelo refreshes the form following a change or related-list update.
Added Product detail popup in Point of Sale: Cashiers can now long-press or click a product in the POS product list to open a detail popup that displays the product’s full description, making it easier to verify product information during checkout
Fixed Point of Sale quotation creation: The Point of Sale now resolves the quotation creation feature’s asset path correctly. Salespeople can open POS orders and create quotations without missing-script errors or broken controls.
Improved Test reporting: The automated test runner now displays a clear pass or fail status and points to the relevant log file, making it easier to diagnose issues when a test does not complete successfully
Improved Product name display: In Point of Sale’s product grid, long product names now fit on one line and are automatically shortened with an ellipsis, keeping the screen clean and easier to scan.
Added Point of Sale product browsing: The Point of Sale now includes a list view that can be toggled from the product area, making it easier to scan and select products by image, name, description, and price in a compact row layout.
Improved Database upgrade status: Database upgrade runs now end with a clear success or error message, making it easier to confirm the upgrade completed correctly before continuing.
Fixed AI product descriptions: Product website description generation now works reliably by using the correct product description field, so AI-assisted product content can be created even when website-related features are configured differently
Fixed Lead list view: Lead creation timestamps are now checked more consistently in the lead list view, reducing unexpected validation issues when leads are created or updated.
Improved Responsive web checks: The responsive web interface now uses a longer timeout for automated browser checks. This reduces false failures when the interface takes a little longer to load in slower environments.
Improved Session storage maintenance: Zelo now automatically cleans up stale temporary session databases that have not been used for at least one day, preventing leftover session data from accumulating and keeping web sessions more reliable
Improved Test session isolation: Zelo now keeps session data separate for each test process, so parallel test runs no longer interfere with one another. This makes testing more reliable and reduces the chance of unexpected session conflicts.
Fixed Responsive side menu: The mobile and tablet navigation now opens more consistently, avoiding rare glitches when the menu is reopened or the layout is resized. Users can continue to browse Zelo on smaller screens without unexpected interruptions.
Fixed AI product descriptions: The default field mapping for AI-generated product website descriptions now uses the correct e-commerce description field, so generated copy is saved to the intended product website description area. This helps ensure product descriptions generated by Zelo appear in the right place on your online store.
Improved Logout security: When a user logs out, Zelo now ends all of that user’s active sessions, not just the current one, reducing the risk of lingering access on shared or forgotten devices
Added Usually purchased together suggestions: A new button on customer portal quotes suggests products that are commonly bought with items already selected, adding up to 10 relevant products as optional quote lines with their standard pricing so customers can easily complete their order.
Improved Inventory adjustment analysis: The adjustment analysis view now opens with more useful default grouping by date and product, and includes a graph view alongside list and pivot views. Users can now compare quantity and value differences by product more quickly, making it easier to spot major stock discrepancies without manual filtering.
Added Inventory adjustment analysis: You can now review stock count adjustments with quantity and value changes per product line, filter historical adjustments by date range, and access a dedicated report to understand inventory corrections.
Fixed Stock availability calculations: Inventory move lines now calculate available quantity at a selected date correctly even when a product or move date is missing. These lines are safely treated as zero instead of causing an error, keeping inventory history and availability views reliable.
Fixed Manufacturing byproducts: Zelo now reliably blocks a bill of materials from using its main product as a byproduct, keeping manufacturing setups valid and preventing confusing production records
Février 2026
Updated Payment reminders: Automatic reminders for open invoices now use a more flexible reminder process, continuing to target invoices due in 15 days while making future scheduling adjustments simpler
Fixed Bill of materials structure report: The report now loads with the correct web styling, so the layout displays properly in the browser. This makes the bill of materials structure easier to read when reviewing production components.
Fixed Invoice payment reminders: Open customer invoices that are due in 15 days now trigger reminder emails correctly. Customers receive timely payment notices with the invoice details included, reducing missed payments and manual follow-ups.
Added Invoice payment reminders: Zelo now includes an optional automated reminder for open customer invoices that are due in 15 days. When enabled, it runs a daily check and sends customers a reminder email with the invoice number, due date, amount, and invoice attachment to help reduce late payments.
Updated Development assistant guidelines: The internal guidance for AI-assisted development was updated to clarify how tasks should be delegated and how the Zelo development environment should be used, helping future updates be applied more consistently and reliably.
Fixed Manufacturing sample data: Sample bills of materials are now generated more safely, avoiding circular component references and inconsistent manufacturing records, which helps keep product structures valid when Zelo creates or refreshes sample manufacturing data
Improved BOM dependency validation: Zelo now checks the full component hierarchy when saving a manufacturing bill of materials, so it can stop circular relationships where a product would indirectly depend on itself. This prevents invalid BOM structures from breaking production planning, cost roll-ups, and order processing.
Improved Bill of materials creation: Zelo now checks component relationships before saving a bill of materials, preventing circular dependencies where a product indirectly becomes one of its own components.
Added Bill of Materials loop prevention: Zelo now prevents BOM lines from creating circular dependencies, such as a product appearing as a component of itself or in a chain of sub-assemblies that eventually returns to the original product. This helps keep manufacturing planning, cost rollups, and production orders accurate by stopping invalid structures before they are saved.
Updated Manufacturing sample data: Sample bills of materials now use units of measure compatible with the selected product’s measurement category. This makes demo and test manufacturing data more realistic and helps avoid confusing quantity mismatches.
Added Manufacturing unit validation: Zelo now checks that the unit of measure selected for a bill of materials or any component line matches the measurement category of the product’s default unit. This prevents incompatible units from being combined, so production quantities and costs remain accurate.
Fixed Product unit of measure data: Sample products now receive compatible sales and purchase units of measure, keeping quantity conversions and inventory calculations consistent
Added Unit of Measure consistency: Zelo now validates that a product’s default, purchase, secondary, and purchase secondary units of measure are all in the same unit category, preventing incompatible measurements from being saved. It also helps keep inventory and purchasing data accurate by clearing mismatched secondary units when the default unit changes.
Fixed Web page and link handling: Removed leftover debug code from Zelo’s internal request routing and template rendering, so pages and links now resolve correctly. This makes web-based workflows more stable and less prone to unexpected errors.
Improved Sale order margin display: Negative margins on sale order lines are now highlighted automatically, making it easier to spot pricing issues while reviewing or editing orders
Added Field highlighting in list views: You can now conditionally color individual fields in list views based on their values, such as highlighting negative numbers in red or important statuses in green, so key data is easier to spot at a glance
Added Duplicate order lines: You can now duplicate a product line on a sales or purchase order with one click. The new line is inserted directly below the selected line and copies its product, quantity, price, and other settings so you can quickly adjust it instead of entering everything again.
Fixed Timesheet attendance report: Search and date filtering for attendance reports now return the expected records for today’s check-in and check-out times, helping employees see accurate timesheet attendance results.
Fixed Sales order lot selection: The lot to produce option on sales order lines is no longer hidden by an incorrect user group restriction, so users with sales order access can choose a specific lot that will trigger manufacturing for that line.
Improved Security permission errors: When a user is blocked from accessing certain fields, the error message now lists the restricted fields and the access groups required to view them. This helps administrators identify and assign the correct permissions faster.
Added Purchase and sales orders: You can now add order lines without a product while a purchase order or sales order is in Draft or Sent status. This lets users prepare preliminary quotes and supplier requests before product records exist in Zelo. Confirmation remains blocked until every line has a product assigned.
Added Attachment overview: Administrators can now review every attachment stored in Zelo from a dedicated overview. The view includes storage location, file type, checksum, and related record, with filters for database, file, URL, and missing attachments.
Added Attachment tags: You can now assign tags to attachments in Zelo to organize files by category, status, or project. Each tag can have a unique name and color, and attachments can carry multiple tags for faster filtering and retrieval.
Fixed Database auto-creation during updates: Zelo no longer creates an empty database when an update command targets a missing database, preventing unintended database creation and keeping update operations focused on existing systems.
Fixed Grouped list views: Zelo now correctly handles grouped results when an extracted date or numeric group produces a blank or zero label. This keeps list views and grouped reports displaying all groups as expected instead of failing or showing incorrect labels.
Improved Date field grouping: Grouping by date fields no longer offers hour or minute options, while date-time fields continue to show all available time periods, making grouped views and reports easier to read.
Improved Grouped list views: Grouped lists and report views now load group sections in pages instead of retrieving every group at once. This makes large Zelo datasets open faster while keeping group counts and totals accurate.
Fixed Group by menu alignment: The Group By menu in list views now displays its field, period, and Apply controls with cleaner alignment, making it easier to group records by fields such as dates.
Fixed Grouping menu layout: The grouping options panel now opens with a wider, vertically aligned layout, making it easier to read and choose fields. This improves the appearance of grouping controls used when organizing records in list and search views.
Fixed Helpdesk ticket notifications: Support ticket email alerts now correctly honor the customer’s helpdesk notification preference. If a customer has opted out of notifications, Zelo no longer sends ticket update emails for assignments, status changes, or closures. This makes automatic ticket emails more reliable and consistent for both customers and support teams.
Improved Group-by menu: The group-by menu in list views now organizes date and time grouping options more clearly, making it easier to choose the right grouping level such as hour, day, week, month, quarter, or year.
Added Helpdesk ticket notifications: You can now disable notifications for individual helpdesk tickets or for an entire customer. When enabled on a ticket, Zelo will not send email alerts or activity tracking messages for that ticket. If the ticket setting is left unset, Zelo follows the customer’s helpdesk notification preference, making it easier to manage low-priority or internal cases without unnecessary alerts.
Improved System upgrades: Zelo’s upgrade process now automatically finds the required server files and configuration, so updates complete more reliably with less manual setup.
Improved Database upgrades: Zelo database updates now follow a single, streamlined process, making upgrades more consistent and less error-prone. Administrators can apply updates with greater confidence and fewer manual steps.
Improved Date grouping: Date-based grouping now works more consistently across lists, forms, and filtered views. You can group records by day, week, month, quarter, year, hour, minute, or day of week, with date values automatically converted into the selected time period. This makes time-based analysis easier and more reliable.
Compatibility Web address handling: When Zelo corrects or redirects a web address, it now refreshes the address information used to process the request. This prevents unexpected errors and helps customers reach the intended page, especially with links containing language prefixes or extra slashes.
Janvier 2026
Improved List view saving: Clicking the Save button in an editable list view now clears the selected row. This makes it easier to finish editing and continue working with other records without a lingering selection.
Updated Italian manufacturing translations: Production, work order, byproduct, and timesheet screens now display refreshed Italian labels and messages, making the interface more consistent and easier to read for Italian-speaking users
Added Work order scheduling: Zelo can now automatically schedule manufacturing work orders by finding the next available work center slot, respecting work center calendars and existing scheduled work. This gives production teams more realistic start and finish dates without manual date entry.
Added Work order scheduling: Work orders now automatically receive planned start and finish dates based on operation durations and work center timing, giving planners a clearer sequence of manufacturing steps
Fixed Stock operation status: Zelo now checks that scheduled and completion dates exist before comparing them when calculating the latest completed stock operations. This prevents status indicators from failing when a date is missing, giving users a more reliable Late or Backorder hint for each stock operation type.
Fixed Blog feed: Blog feed pages now render safely even when a blog or its latest post has no publication date, so crawlers and feed readers can access published blog content without errors
Added Inventory cost adjustment: Zelo can now record inventory cost adjustments and automatically generate the related accounting journal entries. Configure a price difference account on products or categories, then apply cost changes in stock inventories to keep valuation and financial records aligned.
Removed Workforce planning screens: Zelo no longer shows separate workforce planning screens that duplicated the standard work order screens. Users can use the existing work order list, timeline, and analysis views to plan work center capacity and track operations, which simplifies navigation and reduces duplicate options.
Fixed Date fields: Date and date/time fields now correctly recognize empty values. This prevents false change detection and unnecessary warnings when saving forms.
Fixed Work order timeline: Work order schedules now open grouped by work center by default. This makes it easier to see when each work center is busy, compare overlapping tasks, and plan production more clearly.
Fixed Dynamic list row editing: Zelo now prepares the required lookup and selection options before opening a list row for editing, so dynamically added fields and selection-style columns edit reliably without blank values or errors.
Fixed Work order controls: The Continue Production button on manufacturing work orders now appears only when the order can actually be continued, rather than when it is already completed or blocked. This makes the work order screen clearer and prevents users from seeing actions that are not available.
Fixed Work order Done button: The Done button now appears on work orders that are in progress and not blocked, even when a user is not marked as actively working. This lets operators record production without first changing the working status.
Fixed Production order timesheets: Timesheet lines added from a production order now automatically inherit the order’s cost account and project when they are not already set. This reduces manual setup and helps ensure labor costs are tracked against the correct manufacturing job.
Removed Work order grouping: The unreliable Workers grouping option has been removed from work order lists and timelines. Work orders can still be grouped by work center, status, production, or other available options.
Fixed Work order timesheets: Timesheets added from a manufacturing work order now automatically default to the project linked to the production order, making it easier to record work against the correct project without manual selection.
Added Workforce planning views: You can now plan and review manufacturing work orders using new workforce-focused views. Work orders can be shown on a timeline, grouped by worker, work center, status, or production order, and filtered by date or late items to help production teams balance workload and spot delays quickly.
Updated Manufacturing workforce planning: The Italian interface now displays the Workforce Planning menu with the correct localized label. Italian users can locate manufacturing workforce tools more naturally in Zelo.
Fixed Byproduct production: Byproduct quantities are no longer duplicated when manufacturing work orders are completed. Production records and inventory now reflect the correct byproduct amounts for each order.
Updated Italian localization and menus: Zelo now displays clearer Italian labels for HR, manufacturing, work orders, and work order timesheets. Related menus have also been reorganized, making it easier to find production and employee settings.
Fixed Work order inventory moves: Zelo now filters active inventory moves on a work order so only movements tied to the current production order and the correct product are displayed. This prevents unrelated stock movements from appearing and helps operators scan or track the right materials during manufacturing.
Fixed Manufacturing account lines: The Account Lines section now displays its fields in a properly grouped layout, making overhead cost and account line entries easier to read and manage.
Fixed Manufacturing order timesheets: The timesheet section now appears in the right place on the manufacturing order form, allowing you to review and manage work-order time entries without missing or misplaced fields.
Added Work center productivity duration: You can now type a duration in minutes directly on productivity records instead of only setting an end date. Zelo uses the start date to calculate the end date automatically, making it simpler to record downtime or planned work periods.
Improved Work order byproducts: The byproducts section on work orders now displays with a clearer label. Lot and serial tracking fields no longer force unnecessary entry, helping production teams confirm byproducts more smoothly.
Added Production project tracking: Manufacturing orders can now be connected to a project when an analytic account is selected, allowing labor and cost tracking to roll up to the right project timesheets. The project choice is limited to projects linked to the selected analytic account.
Fixed Work order timesheets: Timesheets added from manufacturing orders or work orders are now pre-filled with the correct production, work order, and project, so labor entries are recorded against the intended job without manual reselection.
Added Byproduct tracking: Byproduct stock moves are now created automatically when a manufacturing work order is started, so operators can track byproduct quantities and lots earlier in production.
Fixed Work order timesheets: Timesheet entries on manufacturing work orders now open and edit correctly. You can update the date, employee, and amount directly in the timesheet list without opening each entry separately.
Added Work order byproducts: Operators can now record lot and serial numbers for byproducts while completing a work order. This gives full traceability for secondary manufacturing outputs and helps teams keep batch records accurate.
Added Manufacturing byproduct validation: Zelo now prevents the main produced product on a Bill of Materials from also being added as a byproduct, so production orders count finished goods and byproducts correctly.
Fixed Work order completion: Work orders now complete more reliably when a production order has multiple active finished-goods lines, ensuring produced quantities and lot details are recorded against the correct line. The work order screen also displays this information more consistently.
Fixed Work order delay indicators: Work orders now show the late indicator correctly when their planned finish date is after the production order’s planned finish date, while safely handling missing planned dates so manufacturing views no longer mark work orders incorrectly.
Fixed Image cropping: Zelo now converts uploaded images to a standard RGB color format before cropping or resizing them. This helps images with transparency, grayscale colors, or print-oriented palettes display reliably on records, attachments, and reports.
Fixed Manufacturing lot tracking: Completing the last work order now records the produced quantity on the correct finished-product stock movement, even when several finished-product moves are involved. This keeps lot and serial number history accurate for traceable products and helps prevent missing or misplaced quantities in manufacturing.
Updated Manufacturing worker settings: The “Is Manufacturing Worker” option is now managed directly on the employee profile instead of the user account. This makes it easier for HR to control who can be assigned to manufacturing work orders without relying on login account settings.
Fixed Advanced search filter editing: Editing a search facet now clears previously loaded filter suggestions before refreshing them, so you see the current options without stale or duplicate choices.
Updated Timeline view settings: Timeline views now support extra display options, including event popups, color rules, zoom controls, dependency arrows, additional fields, and custom templates, so teams can see richer and more informative timelines.
Fixed Timeline view: The timeline view now opens and displays correctly, and all remaining “Gantt” labels have been renamed to “Timeline” so schedule-based views are consistent.
Added Manufacturing worker assignment: You can now mark employees as manufacturing workers and assign them directly to work orders. This makes it easier to track who is responsible for production tasks and plan labor on the shop floor.
Fixed Timeline view access: Zelo now correctly checks user permissions for creating, editing, and deleting records in timeline views. This ensures timeline actions are available only when users have the required rights.
Added Work order timesheets: You can now create timesheet entries directly from work order productivity records. These entries are linked to the related production order and work order, helping connect manufacturing time to project accounting and cost tracking.
Fixed Italian manufacturing translation: The Work Instruction label in Italian now displays as “Foglio di Lavoro” instead of “Istruzioni Lavorazione”, making the production interface clearer for Italian users.
Fixed Italian manufacturing labels: The Italian version now uses the clearer label “Da avviare” for production orders ready to start, improving consistency in the manufacturing dashboard and tutorial instructions
Fixed Italian translation: The “Required Lot” label in lot specifications now displays as “Lotto richiesto,” making production lot requirements clearer in Italian
Updated Lot Attributes menu: The Lot Attributes menu now appears in the correct position within inventory settings, making it easier to find and manage lot specification options.
Improved Web security: Zelo now returns a simpler “Bad Request” response when a web request does not match the expected type. This reduces unnecessary technical details in error messages and helps protect your deployment from information leakage
Updated Italian language support: The Italian translation for Zelo has been refreshed, so menus, module descriptions, report labels, and lot specification fields now display more consistently. Users working in Italian will see clearer wording across inventory, purchasing, sales, reporting, and productivity areas.
Fixed Translation file parsing: Comments in translation files are now processed correctly, so imported translations no longer accidentally absorb nearby comment lines. This keeps localized text clean and accurate during translation updates.
Improved AI translation: AI-assisted translations now use refined instructions focused on user interface text. The assistant now better follows provided context and returns only the translated text, helping keep Zelo interface wording consistent and clean.
Fixed Website form reCAPTCHA: The validation step for public website forms now checks reCAPTCHA responses more consistently, helping keep contact and lead forms protected from spam.
Fixed Quality Manual template: The standard Quality Manual now recognizes its expected sections correctly, keeping the document structure consistent and easier to review
Improved Work instruction reliability: Work instruction pages now include automated checks for templates, page creation, and history tracking, helping ensure standard step templates and document versions behave consistently in Zelo.
Improved Quality Manual: The built-in Quality Manual template is now covered by automated checks. This helps ensure its required sections and content remain consistent after updates.
Improved Procedure pages: The procedure document area now has stronger automated checks, helping ensure that procedure categories, standard templates, and page history remain consistent and reliable.
Improved Recurring project tasks: Automated quality checks now verify that repeated tasks are created, linked, and scheduled correctly, helping reduce unexpected recurrence issues
Improved Attendance geolocation: Attendance entries now include more thorough automated validation for location-based check-in and check-out data. This helps ensure employee coordinates, device operating system, and browser details are stored and updated consistently, giving managers more confidence in geolocation reports.
Improved Documentation forum reliability: We added automated quality checks for the online documentation forum, helping ensure documentation sections, publishing stages, and posts behave consistently for customers.
Improved Task copying: We expanded quality checks for copying tasks, confirming that start, end, and deadline date/time values are carried over correctly when a task is duplicated
Improved Project pad reliability: Automated checks were added for project and task pad settings, pad link generation, and pad-related behavior, helping ensure the project pad integration continues to work consistently for teams using pads in Zelo
Improved Pad document sharing: Automated checks now verify that company Pad server settings and shared document links behave correctly, helping keep collaborative document features more reliable for users
Improved Note Pad reliability: Automated quality checks now cover note creation, updates, deletions, and pad links, helping notes behave more consistently for users
Improved Italian VAT calculations: Zelo now includes more robust validation for Italian VAT totals, tax names, and deductible/undeductible amounts, helping ensure registry summaries and tax reports remain accurate
Fixed Purchase order merging: The merge tool now works more reliably when combining several draft purchase orders into a single order. It also provides clearer validation messages when selected orders cannot be merged because of partner, status, or line conflicts.
Fixed Kit receipt quantities: Canceled purchase orders and canceled stock movements no longer affect the received quantity shown for kit products on purchase orders, making receipt tracking more accurate when orders or transfers are canceled.
Improved Manufacturing lot selection: When a manufacturing order has a required lot, Zelo now pre-selects that lot in the production screen. This helps users produce and confirm the correct lot without manually searching for it, reducing the chance of using the wrong batch.
Updated Lot Attributes menu: The Lot Attributes menu item now appears in a more consistent position within Inventory settings, making related lot configuration options easier to locate
Updated Lot specifications access: The built-in administrator now has Lot Specifications access by default, so admins can manage required lot specifications without needing a manual permission assignment
Added Required lot visibility: A new user group now controls whether required lot fields appear on manufacturing orders, sales order lines, and stock moves, so users who do not need lot tracking can work with cleaner forms.
Updated Lot specifications: The lot specification features across inventory, manufacturing, and sales have been refreshed so Zelo recognizes them more consistently. This helps keep lot details, production lot controls, and sales lot handling working smoothly together.
Added Lot specifications: Zelo now supports flexible key-value specifications on product lots, letting you define custom lot attributes and carry them through manufacturing, sales, and stock moves for better traceability and control.
Improved Task checklists: We added additional automated verification for checklist templates and their items, helping ensure that checklist data is created, updated, and removed consistently. This makes checklist-based task workflows more dependable in Zelo.
Improved Activities view: Additional automated checks were added for the activities view, helping ensure scheduled activities, activity types, and partner-related entries continue to work consistently.
Improved Task dependency timelines: Project timelines that link tasks together are now more dependable, with more accurate handling of start dates, end dates, and predecessor task relationships. Teams can plan work with greater confidence that dependent tasks reflect the correct schedule.
Improved Project ratings: The project rating experience has been strengthened with additional validation for task stages and rating requests, helping ensure ratings are sent and recorded reliably in Zelo.
Improved HR timesheet timeline: The project timeline integration with HR timesheets has been reinforced with additional quality checks, helping ensure task progress, planned hours, and logged time continue to display accurately.
Improved Public HR website: Employee profiles on the public HR website now benefit from additional quality checks. These checks verify that employee records, public profile details, team page links, and publication settings behave as expected.
Updated Website translation checks: The internal quality checks for company translation settings were refreshed. This helps ensure website translation options continue to behave as expected in Zelo.
Improved Sample data generation: Zelo’s demo data tool now creates more realistic and complete business records across accounting, sales, HR, support, and analytics. This makes it easier to preview reports, test workflows, and train users with data that better reflects real operations.
Improved Sales and CRM integration: We added more automated safeguards around the link between CRM opportunities and sales orders. This helps keep opportunity totals, order counts, and related sales data accurate.
Improved Purchase order merging: The purchase order merging workflow has been strengthened with broader automated quality checks. This helps ensure that combined orders keep the correct supplier, products, quantities, prices, and delivery dates, while unsupported merges are handled more consistently.
Improved Google Maps integration: The public website map view now has stronger automated checks, helping ensure partner locations load reliably for published companies and that unpublished partners remain hidden from maps
Improved Sales lead list: We added extra reliability checks for the sales lead list, helping ensure lead details, contact information, team assignments, and list columns continue to work as expected
Updated CRM reCAPTCHA integration: We added automated quality checks for the website CRM reCAPTCHA setup, helping ensure lead form spam protection and validation continue to work reliably.
Updated Website translation: The Gengo translation integration for website content has been updated with additional automated checks. These checks help verify that translation requests, approvals, and saved translations behave as expected, giving you more confidence when managing multilingual website pages in Zelo.
Improved Backorder display: Zelo now includes additional automated checks for how backorders appear on stock transfers. This helps ensure that partially completed transfers reliably list the related backorder transfers for users.
Improved Event track management: Conference track workflows now include additional automated quality checks, helping ensure that talk details, speakers, stages, tags, and locations remain consistent on public event pages. These checks reduce the chance of small issues appearing when managing or publishing event tracks.
Improved Inventory turnover reporting: The inventory turnover report has been reinforced with additional quality checks covering stock movement and turnover calculations. This helps ensure users continue to receive consistent and dependable insights when monitoring how products move through their inventory.
Improved Project task reporting: Project task report generation now includes broader automated quality checks. This helps ensure task documents and related print actions continue to render consistently for end users.
Improved Website animations: Zelo now includes extra automated checks for website animation settings, page effects, and fallback behavior. This helps ensure your website pages continue to load and display animations reliably.
Improved Project descriptions: The project description field now has stronger quality checks. This helps ensure that project notes can be added, edited, cleared, and formatted reliably in Zelo.
Improved Purchase order workflow: Merging and splitting purchase orders is now more dependable, with added automated checks that verify line items, quantities, and supplier details remain correct. This helps ensure requests for quotation can be combined or divided without losing important purchasing information.
Improved Product pricing reliability: We added automated quality checks for extended product pricing, helping ensure cost calculations remain accurate for products with multiple variants and manufacturing recipes. This makes Zelo more dependable when updating prices from bills of materials.
Improved Project Git integration: The project Git integration now includes additional quality checks, making it more reliable to track repositories, branches, and commits against Zelo projects and tasks
Improved Just-in-time procurement: Zelo now includes additional automated checks for the JIT procurement flow, helping ensure sale orders create the correct stock moves and inventory records more reliably
Improved Point of Sale debranding: Zelo now includes automated verification for the POS debranding feature, helping ensure the point-of-sale screen consistently shows the expected neutral title and branding settings. This makes POS branding more reliable for customers who use a customized or neutral interface.
Improved Bill of materials structure reports: We added automated quality checks that verify how multi-level bills of materials, component quantities, and report contents are generated, helping ensure the report you download is complete and accurate.
Improved Organizational chart: Zelo now includes stronger quality checks around employees, departments, jobs, and reporting lines. This helps managers rely on a clearer, more consistent view of who reports to whom across the organization.
Improved Point of Sale caching: Zelo now includes broader automated checks for the POS caching feature, helping ensure product data, prices, and register settings load correctly and quickly at the point of sale. These checks reduce the risk of missing or outdated POS information during sales.
Improved Multi-product sales and purchases: Adding multiple products to a sale or purchase order is now more consistently handled, helping mixed product types, units, and prices work together reliably.
Improved CRM email lead creation: Emails that automatically create CRM leads now handle edge cases more reliably, including opt-out flags, opportunity types, priority values, and special characters, so lead records are created with accurate details and less need for manual correction.
Updated Project and task ratings: Portal ratings for projects and tasks now include more thorough validation. This helps ensure customers can view ratings reliably and that rating visibility and status updates behave as expected.
Fixed Project knowledge page linking: Document pages created under a parent page now correctly inherit the parent’s project, so knowledge pages appear under the intended project and related project views stay accurate
Improved Purchase manufacturing: Received-quantity calculations for virtual kits are now more dependable on purchase receipts, helping users see accurate quantities that align with the kit’s component requirements
Improved Payment transaction reliability: We expanded validation coverage for payment transactions and payment settings in Italian e-invoicing, so you can rely on more consistent handling of payments on sales invoices and e-invoices.
Improved VAT payability: In Zelo, you can rely on the Italian e-invoicing VAT payability setting being consistently validated on invoice lines and accounting entries. This helps keep VAT amounts and tax totals accurate when creating or reviewing transactions.
Improved EU service setup: The EU service wizard now has broader automated testing, helping ensure VAT rates and fiscal positions are created correctly for selected EU countries. This makes service invoicing setup more reliable for companies selling services across Europe.
Fixed Report file names: Some generated reports now download with the correct file name, so saved PDF, spreadsheet, and other report files are easier to identify and open
Fixed Italian localization: A missing line break in the Italian language pack has been corrected. Italian labels and messages now display with the intended formatting in menus, forms, and system texts.
Updated Automatic translation: Zelo now uses the public AI client by default when translating records into a target language. This makes automatic translations easier to use by relying on the standard default AI service, reducing setup complexity and helping translated content generate more consistently.
Fixed Module descriptions: Zelo now falls back to plain text when a module description has invalid Markdown or Rich Text formatting, so the module list and app details remain available without crashing
Fixed Temporary report storage: The module description now accurately explains that generated reports are kept for 24 hours and can be downloaded later from the top bar menu
Fixed Product page description: The full product description on the online store now renders inside the correct content area. This keeps long product details aligned with the storefront layout and prevents them from appearing outside the main page container.
Improved AI product descriptions: AI-generated website descriptions now better follow the product name language and produce cleaner, SEO-ready content for product pages. The updated wording also makes the results more consistent and easier to display.
Added AI product descriptions: You can now generate formatted, website-ready product descriptions in Zelo using AI. A built-in option is included for automatically filling the public product description from existing product details, making it easier to publish polished, SEO-friendly e-commerce content.
Fixed AI field mapping notifications: Status and error messages for AI-assisted field mapping now appear properly, so users can more reliably see when a field is ready to process or when a mapping needs attention.
Added Product catalog report: You can now choose whether to include or exclude product documents when generating a product catalog. This helps create cleaner catalogs by showing only product information or adding the relevant PDF documents for the selected products.
Fixed AI translation access: AI Translate options on translations and the AI-assisted product name field now appear correctly for users with AI access, so these tools are visible and usable where intended
Fixed AI translation access: AI Translate buttons and AI-assisted product name fields are now shown only to users with AI translation access. This prevents users without permission from seeing translation tools on translation screens and product forms.
Updated Product catalog report: The catalog setup window now shows product and category selection more clearly, helping you choose the categories and sellable active products to include before printing the report
Added Product catalogue categories: You can now select product categories in the product catalogue wizard before generating the report. The generated catalogue includes all active, sellable products from the chosen categories and their subcategories, so customers can create focused catalogues more easily.
Updated Product catalogue product selection: When creating a product catalogue, the product picker now shows only active products that are available for sale. This makes it easier to choose the right items and prevents inactive or unsaleable products from being included in the printed catalogue.
Updated Product catalogue report: The report can now be created from a product selection wizard, including only the active, saleable products you choose, while large catalogues generate in the background to keep Zelo responsive.
Fixed Advanced search controls: Filter buttons in the advanced search panel now align correctly, keeping search options fully visible and easier to click without overlapping other controls.
Improved Advanced search: Editing active search filters now works more smoothly because unnecessary diagnostic logging was removed from the filter-editing flow. This helps advanced search filters render and update consistently without extra background activity.
Fixed Advanced search filter editing: Custom filters in advanced search can now be edited without losing their selected field or conditions. The edit dialog now uses the correct filter details, so saved custom filters update as expected.
Improved Date filtering: Date filters in Zelo list views now use a compact comparison selector and support multiple date conditions on the same field. This makes it easier to narrow records by exact dates, ranges, or combined criteria.
Added Advanced search filters: You can now edit active search filters directly from the advanced search bar. The edit control now appears in the correct position next to each selected filter value, so you can refine saved or temporary search conditions more easily.
Fixed Advanced search filters: Custom filters in the advanced search panel now edit and apply correctly, keeping the rest of your saved criteria intact. This makes it easier to refine complex searches without rebuilding them from scratch.
Added Editable advanced search filters: You can now modify an active filter directly from the search area by clicking its edit icon, then save or cancel the change. This makes it easier to fine-tune search criteria without recreating the entire filter.
Fixed List view filters: Filters chosen in the search panel now sync correctly to the column filters, so dynamic list views display the expected records reliably.
Added Advanced search filters: You can now click an active search filter to open the advanced filter editor, adjust its conditions, and apply refined results directly from the search page
Fixed Italian withholding tax: A minor typo has been corrected so withholding tax labels and messages display clearly for Italian accounting workflows
Fixed Withholding tax records: Withholding tax records now display a readable title even when no customer or supplier is linked, preventing blank or erroring entries in Italian withholding tax lists. Users can now open withholding tax records without unexpected failures caused by incomplete contact data.
Improved List view filtering: Column filters now sync with the main search panel so that filters applied on a column are treated as part of the active search. This keeps visible records consistent when you combine column filters with other search criteria.
Improved Browser-based validation: Automated browser checks can now retain page state between steps, so multi-step user journeys are tested more accurately and fewer false failures occur
Fixed Dynamic list view editing: Inline edit mode in dynamic list views now saves records reliably. Changes to related fields are captured correctly, so edits made directly from the list are no longer lost.
Fixed Dynamic list view editing: Changes in editable dynamic lists now save reliably, including dynamically added columns and related record lists, so the correct data is reloaded after saving.
Fixed List view editing: Rows can now be edited and saved reliably when extra columns are added to the view. After saving, the list reloads with all visible fields intact, so users no longer lose or see stale values in newly added columns.
Fixed Dynamic list view editing: Multi-select and related-record fields in dynamic list views now open as editable tags in edit mode, so users can add, remove, or create entries and have those changes saved correctly.
Fixed Dynamic list view field rendering: Zelo now handles field display options in dynamic list views more robustly, even when options are stored in an older or non-standard format, preventing browser errors and keeping list views from breaking when fields have special display settings
Fixed List view column menu: The column selection menu no longer hides or removes unrelated interface elements while opening, closing, or updating columns. Main menu and other page controls now remain visible and usable during list view customization.
Improved Dynamic list view: Advanced search filters and column updates now behave more consistently, so you can add, remove, or change filters in list views without unexpected refreshes or lost criteria
Fixed Dynamic list view options: Field option settings are now interpreted correctly when saved with single quotes, so custom list views load reliably and display the intended options.
Improved Dynamic list views: Linked records now display as compact, color-coded tags in dynamic list views, making multi-value relationships easier to scan. Zelo automatically applies tag colors when the related records include a color field, improving visual clarity without extra configuration.
Improved Dynamic list views: List views now build their column order from the active view configuration and include available fields that were previously omitted, so records display the expected columns more consistently
Improved Dynamic list view: Adding or changing visible columns is now more reliable, with pending updates completed before new actions so the list stays consistent after a refresh
Improved Dynamic list view: Column visibility and layout changes now apply more reliably, and users can see updates immediately when selecting fields. This makes it easier to tailor list views to the information they need.
Improved Dynamic list view: Dynamic lists have been streamlined for more reliable filtering, refreshing, and column updates, making saved list views behave more consistently when you change search criteria or switch views.
Updated Dynamic list view: Multi-value relationship fields are temporarily hidden when adding columns to a list view. This avoids incomplete editing for fields that connect multiple related records, while the rest of the list view continues to work normally.
Improved List view loading: Related record fields no longer trigger unnecessary data loading in dynamic list views. This makes list views open more quickly and reduces extra requests while still displaying related records correctly.
Fixed Dynamic list views: Related record fields now load their labels correctly, so multi-record fields in dynamic list views no longer appear blank after grouping or filtering
Fixed Dynamic list view tags: Multi-record fields in dynamic list views now display their related record names correctly as tags. Values in fields that link to multiple records no longer appear blank or incomplete after a list is opened or refreshed. Zelo now loads the display names for these related records so they are visible as compact, readable tags in the list view.
Fixed Dynamic list view: Fields that can contain multiple related records now keep their values visible when the view is refreshed after changing columns, preventing blank entries in those fields
Improved AI error explanation: Extra diagnostic messages are no longer printed to the browser console when Zelo loads or uses the AI error explanation dialog. This keeps the console clean while the Explain with AI feature continues to work normally.
Fixed Purchase order sample data: Random purchase order and purchase line generation now selects units of measure more reliably, reducing unexpected errors while creating demo or test purchase data in Zelo. This makes sample purchase records easier to generate without failures.
Fixed Dynamic list views: Dynamic list views now retrieve related field data more consistently. Multi-value related record columns should display the correct linked records more reliably.
Fixed Sample data generation: Test and demo data for helpdesk, purchasing, and sales is now created more reliably because reference records such as companies, vendors, departments, and purchase orders are looked up with the needed details included, reducing incomplete sample records and making demo environments more consistent.
Fixed Dynamic list view tag fields: Tag-style fields in dynamic list views now display values without allowing accidental creation or editing of related records, making dynamic lists behave more predictably and helping prevent unintended data changes while browsing records.
Fixed Dynamic list views: Adding or rearranging columns in a dynamic list view now updates the visible fields more reliably. Tag-style linked-record columns also load their values correctly without forcing an unnecessary data refresh.
Fixed Customizable list view columns: The column selection menu now loads available fields more reliably and continues to work even if some fields cannot be loaded. Your chosen, reordered, and newly added columns are preserved more consistently when the list refreshes.
Updated Package label report: The default package label report now generates QR codes instead of one-dimensional barcodes. Both the full and compact label layouts print a scannable QR code for the package identifier, making mobile scanning easier.
Fixed Sample data generation: Sample data now generates more reliably across Zelo modules, so demo and test environments populate with complete, consistent records.
Fixed Sample data generation: Generating sample purchase, sales, and CRM records now works more reliably. Zelo can now choose existing payment terms, sales teams, lead sources, marketing mediums, and industries more safely, and core reference data is created in a controlled sequence to reduce conflicts.
Fixed Sample data and list views: Sample data for support, expenses, purchases, and sales now generates more reliably. The list view column selection panel also updates more consistently when adding or changing visible fields.
Fixed Purchase order sample data: Test purchase orders created by Zelo’s sample data tools now confirm correctly, preventing failed or incomplete sample orders
Fixed Sample purchase data generation: Demo purchase orders now generate and confirm more reliably with the correct vendors, products, delivery addresses, and purchase taxes.
Fixed Sample data generation: Test and demo data for accounting and purchase records now generates more reliably. Zelo now looks up existing suppliers, products, addresses, taxes, and purchase orders using the correct search conditions, so sample entries are created with valid related records and fewer interruptions. This makes it easier to prepare realistic test environments without manually fixing missing references.
Fixed Sample data generation: Generating demo HR attendance, expense, recruitment, and sales records now produces valid timestamps and creates records reliably, so test data loads more smoothly in Zelo
Fixed Demo data generation: Sample business data now generates more reliably across accounting, HR, sales, inventory, purchasing, support, and analytics. The generator also avoids unavailable analytics and BI data types, making demo and test environments easier to prepare.
Improved Dynamic list views: Dynamic list views now handle added related-record fields more reliably, including multi-select tag fields, so lists display without unexpected errors and do not prompt users to create new related records.
Fixed Dynamic list view editing: Fields in dynamic list views now retain their proper data types, display widgets, and editing settings when a record is opened for editing. This makes inline editing more reliable and reduces situations where columns appear blank, read-only, or incorrectly formatted.
Updated Development guidelines: The internal Zelo development guide was refreshed with clearer testing procedures and module layout expectations, helping the team deliver more consistent and reliable ERP updates.
Fixed Sample data generation: Sample accounting assets, depreciation schedules, dashboards, and performance metrics now create reliably in Zelo demo or test environments. The records now reference the correct related objects and users, so reports and dashboards populate with complete, connected data.
Fixed Sample sales data: Generating demo or test sales orders, order lines, and sales targets now works more reliably by correctly retrieving customers, products, sales orders, teams, and users
Fixed Accounting sample data: Sample accounting data now creates only valid sales invoices and assigns proper Italian invoice numbers, so demo and testing environments show realistic billing records without incorrect refund entries
Fixed Sample data generation: The demo data tool now creates more consistent sample records across accounting, sales, inventory, HR, support, and quality. It corrects how document types, employee leave settings, support team members, stock and quality records are populated, so test environments have cleaner and more usable data.
Fixed Sample data generation: Manufacturing and project sample data now generate more reliably. Production sample records now use only recipes whose products have compatible unit types, and project sample records are adjusted to keep related details consistent. This makes demo and test data easier to create without broken records.
Fixed Progress indicators in dropdown menus: Progress bars now stop and update more reliably, so long-running actions display smoother progress without unexpected delays or warning messages
Fixed Manufacturing demo data: Test manufacturing records now use only supported production states, so generated demo data avoids invalid draft entries and loads more reliably
Fixed Demo data creation: Sample data for analytics dashboards, HR, inventory, and stock reports now generates correctly, reducing unexpected errors when creating test environments or demo records. This makes it easier to set up realistic Zelo data for testing, training, or evaluation without manual cleanup.
Improved Progress tracking: Progress indicators for long-running tasks are now more stable and responsive. Status updates appear sooner and refresh more consistently, helping users better follow time-consuming operations such as imports, exports, and batch jobs.
Updated Italian translations: Italian interface text has been refreshed across sales, inventory, HR, project, reporting, QR/barcode scanning, web store, and AI-assisted areas. Users will see clearer labels, tooltips, and report descriptions, making Zelo easier to understand and use in Italian.
Fixed AI field mapping dialog: The field mapping dialog now reliably displays the current value and lets you edit the new value after it opens, preventing blank or stale values when configuring AI field mappings.
Fixed Sample data generation: Sample manufacturing, sales, and Italian logistics records now use compatible date, time, and unit-of-measure values, so test environments can be populated with more realistic data without validation errors
Fixed AI field mapping: The AI mapping control for product names now uses a proper text field, so longer product names are easier to view and edit. The field now resizes correctly and keeps a readable minimum height instead of appearing as a cramped single-line input.
Improved AI field mapping: Dry-run AI results are now protected from accidental undo actions, and mapping form text areas and input fields can be resized for easier editing of prompts and values
Improved AI field mapping: AI-assisted field mapping now records the full prompt context for both test and live runs, and product name suggestions are generated in the same language as the original product name
Fixed List view column order: User-saved column arrangements in custom list views now load in the correct sequence. Columns you show, hide, or reorder stay in the intended order instead of resetting or appearing out of place when the list is opened.
Fixed Demo data generation: Sample records for calendars, analytics, dashboards, CRM, HR, logistics, and purchases now generate more reliably, with fewer failed entries and no unintended calendar attendee notifications. The process uses safer creation steps, making test and demo environments easier to prepare.
Added AI content mapping: A new visual widget now lets users connect any text field to AI-generated content. The mapping dialog makes it easy to configure which field Zelo should fill, including product name enhancement for product records.
Fixed Test data generation: Generating large volumes of sample records now recovers better from temporary connection issues. This makes test data for accounting, inventory, manufacturing, and related modules more consistent and reliable.
Fixed Sample data generation: Creating sample project tasks now handles linked projects and users more consistently, reducing errors when generating demo or test data across multiple records
Fixed Sample data generation: Sample record creation now stops immediately when a critical error occurs instead of retrying, and it uses fresh database connections when checking related records. This makes demo or test data for accounting, inventory, manufacturing, purchasing, and sales more reliable.
Fixed QR scan button in list views: The scan button now appears directly next to the relevant field in list views, with cleaner spacing and alignment. This makes it easier to start a QR or barcode scan from a table row without the button appearing out of place.
Updated Product barcode scanning: The product form now supports QR scanning on the barcode field by default. The scanner also closes more reliably when users leave the product form.
Improved Automated test runs: Test sessions now respond correctly to interruption and shutdown signals, ending cleanly and recording the stop in the log. This reduces the chance of leftover test processes and makes debugging easier.
Fixed Sample data generation: Sample data for CRM, Helpdesk, and Sales now generates more reliably. Zelo refreshes its data connection before each record is created, reducing failed test-data runs.
Fixed Sample Italian VAT numbers: Zelo now generates Italian VAT numbers with a valid province code and a correct check digit when creating sample company data, making test records more realistic and less likely to fail VAT validation.
Fixed Test data generation: Italian payment and withholding-tax sample records now create correctly. Generating large demo datasets is also more reliable because Zelo processes bigger batches and retries more often.
Added Sample data generation: A new sample-data option lets you fill a test database with realistic records for Zelo modules. This makes it easier to validate workflows, check module interactions, and assess performance before using production data.
Fixed Report downloads: Reports generated in Zelo now download with the expected file name, using the report’s configured name when possible and replacing characters that can cause problems on common operating systems
Fixed Product catalog report: Product catalog reports now display barcodes and QR codes at a more balanced size, making generated catalogs easier to read and less likely to crowd the product details
Improved Report barcode generation: Barcodes in PDF reports now generate faster and more reliably when multiple documents are processed. Reports for a single record also download with the correct custom file name when a custom report name is configured.
Improved Sample data generation: Demo data for CRM, purchasing, and project-related records is now created more reliably, reducing missing or failed entries in test environments
Improved Report image processing: Zelo can now process report images in parallel, making image-heavy reports generate faster. It also checks available system resources and falls back to sequential processing when needed, so report output remains reliable.
Fixed Online store request handling: Invalid or suspicious requests to the online store, shipping, digital products, and brand pages now return a 400 error instead of causing a server crash. This improves protection against malformed input and keeps the storefront stable for customers.
Updated AI assistant setup: Zelo now includes a default OpenRouter AI connection for AI-powered features, while keeping the existing local OpenAI connection available as an alternative. Automatic translation now uses the local connection by default, and administrators can update the API credentials, service address, and model choices in the AI client settings.
Fixed Search filters: Zelo now safely handles search filters that include true/false values, such as checkbox-style fields. Previously, certain combinations of filter conditions could cause unexpected errors when records were searched or listed. This improves reliability across views and reports that rely on filtering records by true/false options.
Fixed List view columns: The column selection menu now remains correctly positioned after you change visible columns, so you can add, remove, or reorder fields without the menu breaking. This keeps the dynamic list view controls stable while customizing your table layout.
Fixed Dynamic list view controls: The field toggle panel, advanced search options, and list view buttons now load correctly, so you can hide, show, and search columns without missing controls
Updated Module metadata: Updated the internal configuration for QR scanning, temporary report storage, testing utilities, and AI integration so these Zelo features load and update more consistently. This keeps QR scanning, report handling, and AI-related tools aligned with the latest platform requirements.
Fixed Dynamic list view: The dynamic list view module now has corrected settings, so toggling fields on list views works as expected. This resolves minor configuration issues that could affect the list view experience.
Fixed List view column editing: The Add Columns and Edit Columns options now load all available fields before opening, so users can customize list views without missing choices. This fix also restores expected behavior for other list views that rely on the same column customization feature.
Added Attendance reporting: You can now generate attendance reports for any date range. A new option lets you hide employees with no recorded hours, so summaries show only active staff.
Added HR attendance reports: Zelo can now generate attendance reports across multiple months in one document. The report name reflects the selected date range, making it easier to review extended attendance periods.
Improved Monthly attendance report: The monthly attendance report now displays with larger, easier-to-read text and a table that fits the page better. It also shows reliable daily and total hours for each employee when generated from the attendance report wizard.
Updated Attendance reporting: The attendance menu now includes an Attendance Analysis section, and the monthly attendance report has a refined layout for clearer employee attendance summaries
Updated Quality-assurance guidance: Internal testing instructions were streamlined to make automated test runs easier to track and verify, helping ensure changes are checked consistently before release
Added Monthly attendance report: You can now generate a monthly attendance report from employee attendance records. The report lets you select a month and produce a formatted document that summarizes employee check-ins for easier review and tracking.
Improved Dynamic list views: Dynamic list views now load more reliably when field information is temporarily unavailable, reducing unexpected errors while opening or refreshing lists
Fixed Dynamic list view: List views now handle situations where model data cannot be loaded by using safe defaults, keeping the screen stable instead of failing
Fixed Modal windows: Some Zelo dialogs no longer display an extra close button next to the regular close button. The expand and restore controls now appear as separate buttons, making it easier to resize or close pop-up windows without confusion.
Fixed User details report: Special characters in names, logins, or email addresses are now handled correctly, so the report generates reliably without missing or broken text
Fixed Package selection: Package-based reservations now handle already processed quantities more reliably, preventing incorrect replacements or blocked picks when selecting packages for stock movements. This keeps inventory reservations aligned with the items actually prepared and makes package picking more predictable.
Improved Record updates: Saving or updating records now skips a redundant internal change-tracking step, so common ERP records are processed more efficiently. This helps keep list views and dependent data more responsive during routine edits.
Improved Data consistency: Zelo now includes additional automated checks that verify how records, related line items, and calculated totals update. This helps keep information accurate and responsive when users create, edit, or delete records.
Fixed Tree view widget: Tree view controls now check that the form area, sidebar, and status bar are available before activating, preventing unexpected errors when forms with tree widgets open
Fixed Package handling: Package selection in stock transfers now handles mixed reservations more reliably, preserving quantities already entered outside packages and preventing incorrect package replacements when completing moves
Added Project board columns: You can now collapse or expand columns in Zelo’s project kanban view. When tasks are grouped by a related value, a small icon appears in the column header so you can quickly hide or show that group. This makes it easier to focus on the most relevant tasks on the board.
Added Manual reservation adjustment: You can now edit reserved quantities directly in the stock quantity list, making it easier to adjust how inventory is allocated to outgoing operations.
Removed Legacy upgrade scripts: Obsolete one-time upgrade helpers for older financial reports, document pages, purchasing, and sales records have been removed, so current Zelo upgrades no longer carry unnecessary maintenance code
Updated Upgrade process: Zelo updates now use a reorganized set of background data-migration steps for contracts, claims, date ranges, timesheets, Italian fiscal codes, and stock operations, helping version upgrades run more consistently.
Fixed Package move quantities: When a stock transfer already has completed package quantities, selecting a full package now reconciles the reserved and recorded quantities correctly. This prevents duplicate package lines or incorrect quantities on outbound, internal, and return moves.
Improved Test run feedback: Automated test runs now show the final result status and log file location when they finish. This gives a clearer, faster confirmation that the test has completed.
Fixed Barcode transfer screen: The location selection pop-up no longer displays a duplicate close button, so users can close it reliably while scanning stock transfers
Improved Picking detail icons: The operations icon on inventory pickings now changes automatically to show serial-number, lot, package, or standard tracking details. This replaces four separate icon columns with one clearer indicator, making it easier to see what information is available for each inventory move.
Improved Inventory transfer details: The detailed operations button on inventory transfer lines now shows a contextual icon and tooltip based on serial, lot, or package tracking. This helps warehouse users quickly understand what detailed information is available before opening the line.
Décembre 2025
Improved Package barcode scanning: Package scans in warehouse pickings now work more reliably when package or lot information is incomplete, allowing warehouse teams to continue scanning without interrupted workflows
Improved Package transfer feedback: Messages during barcode package transfers now appear in a clear on-screen dialog. Warehouse users can immediately see the result and continue without missing important feedback.
Improved Package transfer mode: Barcode scans in package transfer mode now show a clear pop-up message after each attempt. Users can immediately see whether the package transfer succeeded or what caused an error.
Updated Barcode picking: Outdated internal checks for package barcode scanning were removed. This keeps the barcode picking workflow focused and easier to maintain for future updates
Fixed QR scanning in list views: QR scan buttons now work correctly on text and long-text fields in list views, allowing users to scan codes directly into table cells without the button being unavailable or unresponsive
Improved Package barcode scanning: Scanning a package while processing a stock picking now uses the same shared logic as standard stock packing, making validation and quantity handling more consistent.
Improved Dynamic list view: Restoring a list view now reliably resets to the original column layout and clears any leftover search filters. This makes saved and default views behave more predictably for customers.
Fixed List view column ordering: You can now drag and drop columns in dynamic list views to change the order, and resetting the view reliably restores the original column order and visibility. This makes custom list layouts behave as expected when reordering or reverting fields.
Fixed List view option translations: Field selection dropdowns in list views now display translated labels and values correctly. This helps users configure list views in their preferred language without seeing untranslated text.
Fixed List view column headers: Column headings in customizable list views now display in the user’s selected language instead of falling back to untranslated labels. This ensures field names are translated consistently when users add, reorder, or save custom list layouts.
Fixed Dynamic List View: The on-screen column selector now applies changes more reliably, avoiding duplicate updates and keeping the dropdown state consistent when you add, remove, or reorder visible fields
Fixed Package reservation handling: Adding packages to stock operations now preserves existing reservations correctly. Zelo adjusts only the needed quantities, so users can swap or add packages without losing reserved stock or creating duplicate allocations.
Fixed Dynamic list view: Field labels in custom list views now display in the user’s language instead of the technical default. This makes column choices easier to read and keeps column sorting behavior consistent.
Improved Dynamic list view menu: The field management dropdown now uses a wider, better-spaced layout, so customers can more easily read, toggle, and reorder fields when customizing a list view. It also adapts to different screen sizes for a cleaner experience.
Added List view customization: You can now choose from all available data columns when customizing a list view, so you can display the exact information you need. Zelo only offers columns you are allowed to view, while system-only entries are hidden to keep the list clean.
Fixed Inventory unreservation: Reserved stock is now released more reliably when quantities or stock lines change, including lot-specific reservations, so available inventory stays accurate and stock operations avoid unexpected errors.
Improved Package selection: Package selection in stock transfers now checks lot conflicts only against completed package lines and assigns the full selected package quantity to the transfer. This reduces unnecessary warnings and keeps completed quantities accurate when packages are applied to outbound or inbound transfers.
Added Test run logging: Automated test runs in Zelo now save detailed output to temporary log files, making it easier to review failures without rerunning tests. This helps the team verify that ERP modules continue to work reliably before updates are released.
Improved QR scanner overlay: The QR scanning overlay is now simpler and less cluttered, with a non-working progress indicator removed. Long-press scanning in text fields should feel cleaner and more reliable.
Added QR scanner in list views: Zelo now supports QR and barcode scanning directly inside editable list cells, so teams can capture codes while working through lists. Users can trigger scanning with a button, by long-pressing a field, or both, and administrators can hide the scan button for a cleaner interface.
Fixed Package selection: Selecting a package in a stock transfer now adds its contents correctly, even when the transfer already contains items for the same products. Zelo prevents duplicate package entries and reconciles package quantities with existing planned lines, so warehouse teams can process packed stock without manual corrections.
Updated Product QR scanning: An unnecessary QR scanner configuration file was removed. Product barcodes and internal references continue to support QR scanning on product records without any change to how users scan or manage items
Fixed Stock report validation: Stock report checks now use cleaner sample text to avoid false issues caused by certain letter combinations. This helps ensure stock reports are generated and validated more reliably.
Fixed Report font rendering: Zelo report documents now use a consistent monospaced font and turn off automatic character ligatures, so manufacturing orders, product barcodes, and lot barcodes print with clean, readable text instead of unexpected combined characters
Fixed Barcode package scanning: Package scanning is now allowed on open transfers, including confirmed and assigned states, instead of only draft transfers. Zelo also clears existing unreserved reservations for the scanned products before creating new package lines, which prevents over-reservation.
Fixed JavaScript asset bundling: Minified JavaScript assets now strip only the intended source-map comments. This makes bundled scripts load more reliably and prevents accidental removal of unrelated code.
Improved Package barcode scanning: Scanning a package now processes all products and lots in the package at once. Zelo also checks that the package is not empty, has not already been scanned, and does not exceed the expected quantities on the stock move.
Fixed Web script loading: JavaScript bundles are now cleaned of debugging map references before minification or caching, so the browser receives cleaner files and the interface loads more reliably
Improved PDF report compatibility: Reports generated from document templates can now be created as PDF 1.4, 1.5, or 2.0 files. This helps ensure generated documents open reliably in a wider range of PDF viewers.
Fixed PDF report generation: PDF reports now use a broader PDF 1.5 compatibility setting, and report headings are converted more reliably, so documents open, preview, and print more consistently.
Fixed Web interface startup: The Zelo web interface now starts with fewer harmless background browser warnings, so the application loads more cleanly and support teams see fewer unnecessary messages when checking page performance.
Added QR code scanning: You can now use a new Scan QR button in the picking barcode screen to capture QR codes and process them like normal barcode entries. The button appears only when QR scanning is enabled, and a related package-counting correction helps ensure matching packages are counted reliably.
Added QR code scanning for pickings: The dedicated barcode processing page for stock pickings now supports QR codes when QR scanning is enabled, allowing warehouse users to scan QR codes to process pickings faster and more flexibly.
Fixed Report text display: Product names, descriptions, and references in default stock reports are now escaped before printing, so special characters no longer corrupt the generated PDF.
Fixed PDF report rendering: Zelo report PDFs now avoid typographic ligatures, so character pairs like “fi” and “fl” display consistently and printable documents are less likely to show spacing or font issues
Fixed Report typography: Manufacturing order, product catalogue, and barcode label reports now apply the correct font encoding and font settings when generating PDFs. This prevents unwanted ligatures and ensures letters and accented characters display cleanly in both English and Italian reports.
Improved Barcode package moves: The barcode scanning screen now keeps the selected operation type highlighted and uses that selection consistently when displaying the current operation, helping users confirm the right package move before scanning.
Fixed Package distribution: The package distribution action now finalizes reservation updates correctly after quantities are moved, helping prevent reserved stock from being left behind or double-counted during warehouse transfers
Added Test data generation: Zelo can now create realistic sample data across more business areas, including accounting, HR, CRM, manufacturing, and quality control. This helps teams explore features, test workflows, and prepare demos with representative records.
Added Barcode package transfer: You can now scan a package during a barcode transfer and move it in one step. Zelo checks that the package is in the expected location, creates the transfer automatically, and completes the move without adding each item manually.
Fixed Package distribution: Inventory reservations are now handled correctly when quantities are split into multiple packages, so the total quantity is preserved and the outbound operation can be completed without errors
Added QR scanner trigger options: You can now choose to start QR scanning with a button, a long press, or both, giving faster access to the camera on any QR-enabled text field. Admins can set the preferred trigger in Zelo settings.
Improved Report generation: Zelo now saves temporary report files through a single, more consistent process, making PDF and spreadsheet report downloads more reliable. This also helps keep report generation stable as new report formats are introduced.
Added PDF compression: Generated PDF reports are now automatically compressed after creation using a print-friendly setting, reducing file size for easier sharing, storage, and printing while keeping the report content intact
Fixed Interface icons: Interface icons now render consistently across Zelo screens. This corrects icon styling for delivery package actions and other areas that rely on the standard icon set. Buttons and labels with icons should now appear as intended.
Updated Package icon: The package/box icon used in delivery and manufacturing BOM views has been replaced with a clearer box symbol. This makes package-related actions and kit BOM indicators easier to spot at a glance.
Fixed QR scanner camera display: The live camera feed now fills and centers properly in the QR scanner window. This removes uneven spacing or misaligned video that could make scanning less reliable.
Fixed Product catalog QR codes: QR codes in generated product catalog reports now use the full product web address, so scanning them opens the correct product page instead of an incomplete link
Added Report links: Zelo reports can now build complete web addresses from a base address and relative path. This helps generated documents display clickable links without missing or duplicated slashes.
Improved QR scanner: The QR scanner now starts automatically and presents a cleaner screen by removing unnecessary start, stop, and camera-switching controls.
Updated Product catalog report: The product catalog now includes product images, barcodes, and QR codes when available, giving customers a clearer and more complete catalog. QR codes can link to the product’s online page for quick access.
Fixed QR scanner close button: The QR scanner close button now stops the camera and closes the scanning dialog cleanly, so users can exit scanning without the window or camera remaining active
Fixed Italian translation: The Italian wording for the packing action was corrected, so Italian users now see the proper label and explanation when putting stock items into a package during delivery preparation
Improved QR scanner: The camera scanner now runs at a higher frame rate and supports additional QR and barcode formats, so scans are faster and more likely to succeed
Updated Italian translations: Italian interface labels and messages across inventory, reporting, contracts, email, website, and QR scanning features are refreshed. This makes the Zelo UI more consistent and easier to read for Italian-speaking users.
Improved QR scanning: The QR scanner now analyzes the entire camera view instead of a small scan box. This makes it easier to capture QR codes and barcodes without positioning them precisely inside a frame.
Added Report generation: Zelo now supports asynchronous report generation, allowing reports to be prepared in the background and stored temporarily before download. This makes large or complex reports feel more responsive and reduces waiting.
Added Sample data generation: Zelo can now create a wider range of realistic test records across sales, purchasing, inventory, accounting, HR, projects, CRM, and fleet. Added validation helps ensure generated records are usable before they are loaded into a test or demo environment.
Added Report generation controls: Report definitions can now specify separate rendering and background generation, giving administrators more control over how complex reports are produced and reducing the chance of long-running generation blocking other work.
Fixed Product catalog wizard: Generating a product catalog from the wizard now preserves the report settings while adding the catalog name, so the report opens reliably with the expected file name and date
Fixed Multi-record report generation: Generating reports for multiple selected records now works reliably. Zelo correctly carries the selected records into background report tasks, so the finished report includes the intended documents.
Fixed Product catalog report: Product names now appear correctly in generated catalogs, preventing blank or malformed entries when a product name is missing or contains special characters
Fixed QR scanner button: The QR/barcode scan button now displays the correct QR icon instead of a camera symbol. This makes the scan action clearer and easier to spot when filling in fields that support QR or barcode entry.
Improved QR scanning: The built-in QR scanner now begins video capture automatically once a camera is selected. Users can scan QR codes immediately without manually starting the scanner, reducing clicks and helping capture codes more consistently.
Fixed QR scanner dialog: The camera scanning window now closes reliably after a QR code is read or when a user dismisses it, so the screen returns to the normal workflow without getting stuck.
Fixed Website theme customization: Theme customization requests now require a signed-in Zelo user. Invalid or incomplete requests are safely handled, so anonymous visitors can no longer trigger theme changes.
Added Product catalogue report: You can now generate a product catalogue report from a simple on-screen dialog. The report covers all top-level product categories and the generated file is named with the current date for easier identification.
Added QR scanning and report storage: The default Zelo profile now includes QR code scanning and temporary report storage. Users can scan QR codes in supported workflows and generate reports with temporary storage without manually enabling extra modules.
Improved Multi-record PDF reports: LaTeX-based PDF reports can now render multiple records together in a single PDF when separate rendering is not required. This makes batch report generation faster and keeps related records in one document.
Fixed Sample data generation: Zelo now creates demo or test records more reliably across accounting, partners, products, sales, inventory, HR, and related modules, helping you prepare realistic test environments with fewer incomplete or mismatched entries.
Fixed Barcode scanning: Zelo now handles barcode scans in form views more reliably by safely ignoring scan events when the form area is not available, preventing unexpected interruptions
Improved QR scanner reliability: The built-in QR scanner now uses a clearer, uncropped camera preview and a better-sized scan area. This helps Zelo detect QR codes more reliably on the first attempt.
Fixed Temporary Reports menu: The Temporary Reports option now appears in the correct Reporting area of Settings, making it easier to locate and manage temporary report storage settings
Improved QR scanner: The built-in QR scanner now focuses on QR codes, with a camera preview that fills the scanning window and an adaptive scan area. This makes code detection more reliable and easier to align on mobile and desktop devices.
Improved Temporary reports view: The temporary reports menu now uses a clearer button-style “View all” link, making it easier to access your saved reports. The list also opens without an automatic date grouping filter, so you can see all temporary reports for your account more directly.
Updated Temporary Reports menu: Temporary Reports is now placed under the Reports menu, and you can open the full temporary reports list from the reports dropdown using the View All Reports link.
Added Report privacy: Users can now only see temporary reports they have generated in Zelo. This prevents regular users from viewing, editing, or deleting reports created by other users, while administrators retain access to all reports.
Added QR code scanning: Zelo now includes a camera-based scanner that lets users capture QR codes and common barcodes directly into text fields. The scanner supports formats such as QR, UPC, EAN, and CODE 128, and can be turned on or off from general settings. This makes data entry faster and more accurate on mobile and desktop when camera access is available.
Fixed Report generation status: Background reports now display a clear status in the report dropdown, and their saved files download more reliably once generation finishes. This helps users know when a PDF, spreadsheet, or other report is ready to open.
Fixed Temporary report downloads: Reports saved for temporary download now open correctly because the stored report content is converted back to its original file format. The downloaded file also receives the proper report name and extension.
Added Asynchronous report generation: Large reports can now be generated in the background instead of waiting for the browser. Zelo immediately shows a scheduling confirmation, then makes the finished PDF or spreadsheet available for download when ready.
Removed AI error dialog: An unused internal test script for the AI-assisted error dialog was removed. The visible error dialog, copy details, and AI explanation features remain unchanged.
Fixed Background report processing: Reports queued for background generation now complete reliably without getting stuck in repeated processing. This makes asynchronous PDF, HTML, LaTeX, and Excel report generation more stable for users.
Fixed System upgrade step: Zelo now uses the correct upgrade preparation step, so updates finish more reliably without unexpected interruptions
Improved Temporary report storage: Report generation now runs in the background, so users can continue working while Zelo prepares PDF, HTML, and Excel reports. Completed reports are stored temporarily and can be downloaded later from the top-bar menu, with automatic cleanup after 24 hours.
Added Asynchronous report generation: You can now queue reports for background generation instead of waiting on the screen. A scheduled task processes pending reports every minute, and the queued report can be opened to view its status.
Improved Package distribution: The distribute-to-packages tool now creates and fills packages with the correct product quantities, including lot-tracked items, so warehouse teams can pack outbound orders accurately and verify package contents
Fixed Settings page layout: Duplicate section identifiers on several configuration screens have been corrected, so each settings box now has its own unique reference. This helps Zelo display and navigate to options such as fiscal year settings, product image report options, and directory login settings more reliably.
Added Package distribution: You can now distribute items on a delivery or transfer into packages directly from the picking screen. This new wizard helps warehouse teams split quantities across packages, making shipment preparation faster and less error-prone.
Improved Temporary report cleanup: Automatic cleanup now removes only temporary report records older than 24 hours, so recent reports are no longer cleared too early. Users can also manually delete temporary report records when they want to free up storage.
Removed Report generation: An unfinished option for background PDF generation and temporary report storage has been removed. Reports now generate immediately through the standard report flow, keeping behavior more consistent.
Added Background report generation: You can now choose to generate PDF reports in the background instead of waiting in the browser. Zelo automatically processes the report and notifies you when it is ready to download.
Fixed Temporary data pack cleanup: Temporary ZIP files used when preparing data downloads are now cleaned up more reliably, and the automatic cleanup task is always cleared even if a file deletion encounters an error
Added Temporary report descriptions: Zelo now displays a concise description for each temporary report, automatically identifying the included documents by name. When a report contains multiple records, the description lists up to three document names and summarizes the remaining count, making saved reports easier to recognize in the report storage list.
Added Local HTTPS testing: Zelo now includes a preconfigured local secure web endpoint with temporary certificates. This lets administrators verify HTTPS behavior and long-running request handling in a test environment before deploying production certificates.
Improved Report list: Recently generated reports now show clearer details, including the report type and file name. This makes it easier to identify and open the correct report from the list.
Improved Temporary report storage: Recent reports are now stored and served through a simpler download process. Customers can still retrieve generated PDF, HTML, and spreadsheet files from the top bar menu for 24 hours, with a smoother experience when reopening or downloading saved reports.
Fixed Temporary reports: Status updates and error messages for generated reports now appear as clear on-screen notifications. Completed temporary reports also display the correct print icon, making it easier to track reports in the Temporary Reports menu.
Updated Temporary reports: The background generation and download flow for temporary reports has been consolidated into a dedicated Zelo area. This keeps report status updates, timeout handling, and download behavior together, making temporary report generation more consistent and easier to maintain.
Improved Report generation: Background report jobs now use a controlled worker pool that shuts down cleanly with Zelo. This helps prevent lingering background processing and makes temporary report generation more reliable.
Improved System shutdown: Zelo now runs cleanup routines before stopping background worker threads, so active jobs, open connections, and scheduled tasks are less likely to be interrupted during a restart
Fixed Server shutdown handling: Zelo now checks active background tasks using the correct system method, allowing the service to stop or restart cleanly and reducing the chance of unexpected errors during maintenance.
Improved Background report generation: Report processing is more reliable when multiple users generate PDFs at the same time. Zelo now handles interrupted sessions and failed renders more gracefully, so completed reports are easier to download.
Improved Report generation: Zelo now safely ignores report definitions that are missing a valid layout template. This helps keep report generation stable when some report setups are incomplete or only used for testing.
Improved Sample-data testing: The automated test database now uses the updated sample-data generator, helping verify that Zelo works reliably with large and varied data
Improved Report downloads: Large reports are now prepared in the background and held temporarily until they are ready, so users can download them without the screen freezing. A status message is shown while processing, and the download starts automatically when the report is complete.
Improved Report generation: Background-generated PDF and HTML reports now keep their temporary files consistently, so downloads are less likely to fail when multiple reports are rendered at the same time
Added Background report generation: Reports can now be rendered in the background, so users can keep working while Zelo prepares them. Once processing finishes, a download link appears automatically, with clear status for large PDF, Excel, or LaTeX reports.
Updated Quality documentation: Internal guidance for Zelo was clarified to keep testing and environment rules consistent. This helps ensure changes are checked reliably, supporting a stable ERP experience for customers.
Fixed Inventory quantity protection: Zelo now validates inventory quantities when an inventory record is first created, not only when it is changed. This prevents negative quantities from being saved in locations where negative stock is disallowed, keeping inventory counts accurate and reliable.
Added Temporary report storage: Generated reports are now kept for 24 hours, so you can download PDF, HTML, spreadsheet, or LaTeX reports later from a new top-bar menu. The system automatically removes expired files and only shows reports created by the current user, making repeated access easier without re-running the report.
Removed Report quality checks: Removed redundant automated checks for report generation, with no impact on how reports are created, previewed, or printed. This keeps the reporting area easier to maintain while preserving the same customer-facing behavior.
Improved Inventory transfers: You can now specify a destination package when moving stock between locations, and Zelo validates package contents to prevent partial moves that would incorrectly split a package
Fixed Product barcode labels: The product barcode report now renders reliably, so users can generate printable barcodes without encountering a template compatibility issue
Updated Development guidelines: The development guide now includes clearer guidance on following established patterns and running all checks in the approved containerized environment. This helps keep future updates consistent and reliable.
Fixed Product catalog report: Product names now display correctly in the generated product catalog, helping customers see accurate item details when printing or exporting the report.
Fixed Inventory package moves: Zelo now correctly prevents moving only part of a package when the destination package is the same as the source package. This keeps package quantities consistent during internal stock moves.
Fixed Online store security: The website store now validates product, category, attribute, and partner values entered in store links before processing them. This helps prevent invalid or unsafe input from disrupting the cart, checkout, or customer-facing pages.
Improved Product catalog report: The product catalog now orders categories by parent category and name, making the catalog easier to browse. Product entries also use a cleaner layout with consistent spacing, better-aligned images, and more readable barcodes.
Improved Product catalog report: Product catalog PDFs now present product images, names, descriptions, and barcodes in a cleaner, more consistent table layout for easier reading and printing
Improved Report images: Images used in generated reports are now automatically resized to a maximum of 1000x1000 pixels and compressed more efficiently. This helps reports stay readable while reducing file size and improving generation reliability.
Improved Report images: PNG images used in reports are now optimized before saving. This keeps report quality while reducing file size for faster downloads and viewing.
Improved Product catalog report: Product entries in generated catalogs now display the image, product name, and barcode in a compact side-by-side layout. The description, unit of measure, weight, and volume are also presented more clearly, making catalogs easier to review and print.
Improved Product catalogue report: The generated product catalogue now includes products from all relevant product categories and subcategories. This gives customers a more complete view of active, sellable products in one report.
Fixed PDF report generation: Service contract PDFs now display proper checkbox symbols for authorization options, and product catalogue reports generate with corrected section numbering and table-of-contents depth.
Fixed PDF report generation: Zelo’s LaTeX-based PDF reports now generate more reliably, with corrected layout, proper checkbox symbols, and cleaner formatting across user, manufacturing, stock, and product catalogue reports.
Fixed Link tracking: Zelo now correctly handles special characters in links when creating tracked short links, so URLs with encoded symbols like & open as intended and link tracking works reliably.
Improved Link tracking: The link tracking area now has expanded coverage for how shortened links are created, how unique codes are assigned, how clicks are counted, and how country information is recorded. This helps ensure the link analytics you rely on stay accurate.
Fixed Document generation: Zelo now includes the required LaTeX typesetting component automatically, so reports and printable documents generate reliably on supported installations
Fixed Link tracking: Zelo now correctly handles special characters in links when creating tracked short links, so URLs with encoded symbols like & open as intended and link tracking works reliably.
Fixed Contract and survey reports: PDF reports for contracts, sales orders, and surveys now generate more reliably. The standard document template was streamlined to avoid optional components that could interrupt report generation.
Updated PDF report templates: Manufacturing order, product catalogue, and lot barcode reports now use refreshed templates, including Italian versions. This gives you clearer and more consistent printed layouts when generating these documents.
Fixed Product catalog report: Product catalogs now generate more reliably, and products without a proper template are shown as “Unknown Product” instead of causing the report to fail
Fixed LaTeX report generation: LaTeX-based PDF reports now generate more reliably, with report processing better protected from running out of system resources. Report templates were also corrected so generated documents render consistently.
Updated LaTeX reports: Zelo now uses an updated document-generation engine for LaTeX-based PDF reports. This makes generated reports more reliable and improves support for special characters, international text, and consistent font styling.
Improved Test data generation: The internal process that creates realistic demo and test records has been streamlined, making data generation easier to maintain and more predictable for Zelo users
Improved Stock transfer wizard: The move-between-locations wizard now preserves package information, so products remain linked to their physical packages during transfers, while the inventory overview also opens with a clearer default grouping by product and location.
Improved Report generation: LaTeX-based reports now use a more modern typesetting engine, so special characters, international text, and mathematical symbols appear more consistently in generated documents. This makes Zelo reports render more reliably when exporting or printing complex documents.
Added Sample data generation: Zelo can now create more realistic demo and test data for quality control, human resources, analytics, and business intelligence dashboards, including inspections, payroll, reports, and performance metrics. This makes it easier to explore, validate, or prepare these areas without entering records manually.
Fixed LaTeX report generation: LaTeX PDF reports now handle special characters and formatted text more reliably. This improves output when report content includes symbols, accents, or other Unicode characters.
Fixed Report character handling: Special characters, measurement units, and scientific symbols now display correctly in generated reports. Values such as degrees, superscripts, and units like cubic meters are converted safely, reducing garbled text or broken layouts. Existing report formatting is preserved, so documents print and export more reliably.
Fixed Report character rendering: Special, mathematical, and accented characters now appear correctly in Zelo’s generated reports. This improves reliability when report content includes symbols, Greek letters, or multilingual text.
Added Sample data generation: Zelo can now create realistic sample records for inventory, manufacturing, sales, purchasing, and project management. This makes it easier to prepare demos, test environments, and development instances with more complete business data.
Fixed Report text handling: Special Unicode characters and symbols are now handled more reliably when generating reports, so text with quotes, tildes, or other special characters appears as intended instead of causing formatting issues
Fixed Report text rendering: Special Unicode quotation marks are now handled correctly when generating reports, while standard double and single quotes remain unchanged. This helps prevent formatting errors when report values contain text copied from spreadsheets, customer messages, or other sources with unusual quote characters.
Added Report special character support: Zelo reports can now preserve a wider range of special characters, including accented letters, Greek letters, mathematical symbols, and currency signs. This helps documents with international names, units, or formulas appear correctly instead of showing missing or broken characters.
Fixed Report image and symbol support: Generated reports now handle embedded images and special characters more reliably. Images using a CMYK color profile are automatically converted to RGB before being placed in the report, and common symbols such as the micro sign are rendered correctly.
Fixed Product catalog reports: Product catalog documents now render special characters correctly, so symbols such as the micro sign no longer appear blank or break the layout
Updated Negative stock defaults: Inventory can now go below zero by default for products, product categories, and storage locations, so inventory transactions are no longer blocked when current quantity is insufficient. You can still turn off negative stock for individual items, categories, or locations to keep stricter controls.
Improved Inventory transfer wizard: The location selection now includes all available locations instead of limiting choices to internal warehouse locations. Users can pick any valid source and destination location when moving stock, which makes transfers between warehouses, staging areas, or other location types easier to set up.
Added Inventory sample data: Zelo now includes built-in generation of realistic inventory records such as warehouses, storage locations, stock movements, transfers, and inventory counts. This makes it easier to set up complete inventory scenarios for testing, demos, or training while keeping quantities aligned with products, companies, and partners.
Improved Product catalogue reports: Product catalogues now include a table of contents and present products in a more logical order. Items are sorted by product code first, then by product name when no code exists, and barcodes use a consistent size for clearer printing and scanning.
Added Product catalog report: The product catalog report can now include PDF documents linked to products, so users can see relevant datasheets and specifications directly in the generated catalog
Improved Sample data generation: Zelo’s sample-data generator has been restructured to create more complete and consistent business data, including accounting, products, partners, and sales records, making it easier to prepare realistic test or demo environments.
Fixed Formula evaluation: Zelo’s safe formula engine now supports an additional newer expression syntax for merging data, helping formulas, filters, and automated calculations run reliably without unexpected errors
Improved Product catalog report: The product catalog report now recognizes identical PDF attachments by their content, so duplicate specification files are not repeated in the generated catalog. This keeps the final document smaller, cleaner, and easier to review.
Added Product catalog report: You can now generate a product catalog report from a product category. The report includes a table of contents and lists the category’s products with their key details, making it easier to share an organized catalog with customers or partners.
Fixed PDF attachments in reports: PDF documents attached to records are now properly embedded when Zelo generates reports, so included PDFs appear correctly in the final output instead of being missing or broken. This makes report generation more reliable for documents that reference stored PDF attachments.
Added Product catalog report: You can now generate a polished product catalog from any product category, including the products grouped in that category. This makes it easier to share a complete, print-ready overview of your product range without manual formatting.
Updated Sample data tools: An unused internal test utility for creating sample data has been removed. Demo data creation remains available and the supporting tools are now easier to maintain.
Improved Sample data generation: The demo data generator has been reorganized into focused generators for different business areas, such as sales, purchasing, inventory, partners, and employees. This makes sample data creation more structured and easier to maintain, supporting smoother test and training environments in Zelo.
Improved Online product comparison: The website product comparison feature now includes automated quality checks. These checks verify that product attributes and variant options are validated consistently, helping customers compare items more accurately.
Improved Project website forms: Submissions from the website form now flow into project management more consistently, with clearer handling for project access, task stages, and portal user visibility. This helps teams receive website requests as usable project records with fewer unexpected issues.
Improved Secondary unit measures: We added automated verification for secondary unit behavior, including product conversions, inventory quantities, sales, purchasing, and invoicing. This helps catch issues early and keeps alternate measurement units consistent across Zelo.
Improved Rating system: Automated quality checks now verify that ratings, feedback, and allowed score ranges are stored correctly. This helps customers rely on accurate rating records when rating partners or reviewing feedback in Zelo.
Improved Warranty management: Additional automated quality checks now cover warranty creation and tracking, helping ensure warranty records stay accurate for products, customers, serial numbers, and delivery details.
Improved Product margin calculations: Zelo now includes automated quality checks for product margin figures such as average sale and purchase prices, turnover, costs, and margin rates, helping ensure the margin analysis shown in reports remains accurate.
Improved Product email templates: Zelo now includes added reliability checks for assigning email templates to products. This helps ensure customer invoices send the correct product-related emails consistently.
Improved Phone number validation: Phone number parsing and international formatting now include additional quality checks, helping Zelo recognize and format partner and company phone numbers more consistently across countries.
Improved Bank transfer payments: Bank transfer payment options now have stronger automated checks for their configuration, including the linked bank journal and customer payment instructions. This helps ensure transfer payments are set up correctly and customers receive accurate bank details.
Improved SIPS payments: The SIPS payment integration now includes automated checks that verify merchant settings, secure transaction signatures, and payment transaction behavior. This helps reduce the risk of payment issues and keeps online SIPS payments more reliable for customers.
Improved Spreadsheet integration: Automated checks now cover spreadsheet connections, template handling, and data synchronization, helping ensure the integration continues to work reliably for your reports and exports.
Improved Partner fax reliability: Fax numbers on partner records are now more consistently saved, updated, and searchable, helping teams keep contact information accurate.
Updated Record package downloads: The process that bundles records and their attachments into downloadable packages now has additional automated quality checks. This helps ensure exports remain accurate and reliable without changing how you use the feature.
Improved Multilingual localization: Automated quality checks now cover multilingual localization in Zelo, helping ensure language-specific accounting templates, tax rules, and localization settings behave consistently across companies.
Improved Gmail integration: Zelo now includes automated checks for Gmail account connections. This helps ensure sign-in authorization, account settings, and email access continue to work reliably.
Improved Gmail integration: Automated checks now verify Gmail connection and email synchronization behavior, helping catch issues before they affect users. This makes Zelo’s Gmail integration more reliable for managing emails connected to records.
Improved Google Drive integration: We added automated checks for Google Drive template setup and document generation. These checks help catch configuration issues early, making connected documents more reliable in Zelo.
Improved Google Calendar integration: Zelo now verifies Google Calendar synchronization more thoroughly, helping ensure meetings, attendees, and event updates remain consistent between Zelo and Google Calendar.
Improved Stock availability: Inventory availability checks now cover more stock scenarios, helping immediately usable quantities and stock-level searches stay accurate as products move between warehouses, suppliers, and customers
Improved Web page routing: Zelo’s quality checks for web page routing now handle optional modules more flexibly, allowing expected response variations without flagging false failures. This helps keep website links and page requests reliable as different Zelo modules are enabled.
Improved Google account integration: We improved the reliability of Google account connections by adding comprehensive automated checks for service authentication and authorization. This helps ensure that connecting Google services in Zelo, such as calendars, continues to work smoothly.
Improved Email server reliability: Incoming email server settings are now covered by broader automated checks, helping ensure mail connections and message retrieval work more consistently
Improved CRM lead email processing: Zelo now performs broader automated verification of the email-to-lead feature. This helps ensure that contact details, company information, and opportunity values from incoming emails are captured correctly in CRM leads.
Improved Project portal ratings: The customer-facing project rating option and the ability to view all project ratings now work more consistently for portal users
Improved Website ratings: The website rating experience has been reinforced with broader quality checks, helping ensure public ratings and message displays remain accurate and reliable
Improved Website payment reliability: We added broader checks for how payment providers and their icons are made available on your website. This helps ensure the correct payment options appear consistently during Zelo website checkout.
Improved Website membership: Zelo now runs broader automated checks around website membership records, including published companies and membership terms. This helps ensure membership information on public pages remains accurate and dependable.
Improved Encrypted vault: The encrypted vault now includes expanded automated checks for credential entries, encrypted storage, tags, history, and user access, helping ensure sensitive information is handled more consistently and reliably
Improved Document management: We added broader automated checks for attachments and document indexing. This helps ensure common files such as Word, PowerPoint, Excel, and PDF documents remain reliably attached, searchable, and ready to open in Zelo.
Improved Real-time updates: Zelo’s live notification and online-presence features now include broader automated checks. This helps ensure real-time messages, user status updates, and cleanup of old notifications continue to work reliably.
Improved Data anonymization: Zelo now includes broader automated quality checks for anonymization, covering personal data fields, duplicate prevention, anonymization history, and repair steps for previously anonymized data. This helps ensure personal information is cleared safely and consistently while giving administrators more confidence in the feature’s behavior.
Improved In-app notifications: Zelo’s notification popups now display longer messages more clearly, preserving line breaks and safely rendering text. The popup also adjusts to your screen size and adds scrolling when the message is too long to fit.
Improved Connection test alerts: Success and failure messages from mail, incoming email, and AI connection tests now stay visible instead of fading out automatically. This gives you more time to read the full result and confirm that your settings are working correctly.
Improved Web test diagnostics: Automated browser tests now capture JavaScript console messages from the web client. Errors, warnings, and status messages are logged during desktop and mobile test runs, helping Zelo identify and resolve interface issues faster.
Added AI prompt library: Added a ready-made prompt for writing clear change notes. This helps teams document module updates more consistently and follow the expected naming style.
Improved Mail server connection test: Testing an incoming mail server now shows a clear success or failure notification in Zelo, making it easier to verify the connection and configuration without a blocking error.
Improved Email server connection test: Testing an email server now shows a clear success notification instead of an error dialog, making it easier to confirm that the SMTP settings are configured correctly
Improved AI integration testing: Connection and prompt tests for AI-powered field generation now show clear success or failure notifications instead of misleading error dialogs
Added Notification overlays: Zelo’s web interface can now display prominent notification overlays on top of the current screen. These overlays show important messages without replacing the active view or interrupting the user’s workflow, so users can stay on their current task while receiving clear visual feedback.
Updated Italian translation: The Italian interface text has been refreshed across general settings, vehicles, purchasing, messaging, and analytics. Menus, forms, filters, and settings now show clearer and more consistent Italian labels, making the system easier to read and use for Italian-speaking users.
Added AI prompt controls: You can now provide a system instruction for AI-powered field mappings, guiding how the assistant should behave before generating a response. If no custom instruction is set, Zelo uses a clear default, helping AI-generated content stay consistent and relevant across records.
Added AI error explanations: AI-generated explanations for Zelo errors now use the user’s interface language when available. This makes troubleshooting clearer by explaining error messages and debug details in a more familiar language, with English as the fallback.
Added AI error explanations: Zelo can now use an AI assistant to turn technical error and crash messages into clear, plain-language explanations. This helps users quickly understand what went wrong and which settings, records, or next steps to check.
Updated Italian interface labels: The Italian labels for OpenAI client settings now use clearer, consistent wording across menus, filters, and configuration screens in Zelo
Improved Website forms: We added automated checks for website form behavior. This helps ensure form fields, access settings, and submission handling continue to work reliably in Zelo.
Improved Cookie notice reliability: Zelo’s website cookie notice now includes automated checks that verify visitors can accept cookies, that the consent choice is stored for the current session, and that public pages update correctly after acceptance.
Improved UTM tracking: Zelo now includes more robust automated checks for UTM campaigns, sources, and mediums, helping ensure marketing tracking records are created, searched, and maintained reliably.
Improved Message popups: You can rely on informational message windows to open consistently, even with long text, special characters, or empty messages. New automated checks help catch issues before release.
Improved Event attendee mailing: The workflow for sending mass mailings to event registrations now has stronger automated checks, helping ensure attendee lists and mailing actions behave reliably. This reduces the chance of unexpected issues when preparing or sending communications to registered attendees.
Improved Link tracking: The link tracking area now has expanded coverage for how shortened links are created, how unique codes are assigned, how clicks are counted, and how country information is recorded. This helps ensure the link analytics you rely on stay accurate.
Improved Live chat support: We added automated checks for live chat channels, welcome messages, and support button behavior. This helps ensure customers can start chats and agents can respond without unexpected issues.
Updated Italian translations: Zelo now displays more complete and consistent Italian text across accounting, HR, inventory, manufacturing, website, and related features. Labels, notifications, and help messages are clearer for Italian-speaking users when managing invoices, bank statements, manufacturing orders, stock moves, and portal pages.
Fixed AI translation setup: Zelo now applies the correct default record selection for AI translation, ensuring the automatic translation job processes only entries that are ready to be translated.
Improved AI-assisted record updates: AI-driven updates to contact records are now validated more reliably using existing default data, so name changes and execution history are easier to verify
Added Direct AI translation: You can now launch AI translation directly from a single translation entry or a selection of entries, including re-translating terms that already have a translation. Zelo now shows a clear success or error message and keeps you on the same screen after the request completes.
Fixed Record translations: Zelo now correctly uses a provided translated term as the source value when the original-language value is unavailable. This keeps translated fields consistent and helps prevent missing or incorrect translated text from appearing in records.
Added AI translation: You can now select translation entries and generate AI-assisted translations directly from the translation list. Zelo uses the configured AI translation settings to translate source text and fill in the target language, while skipping entries that are already translated or have no source.
Added AI translation: You can now translate text using an AI assistant directly from the translation dialog. Zelo sends the selected text to the configured AI service and returns the translated result in the chosen target language.
Added AI translation for selected entries: Users can now select translation entries in the translation screen and run AI translation on them. Zelo checks each selected entry, skips items that are already translated or have no source text, and applies translations using the configured AI translation settings.
Removed AI translation setting: The unused automatic translation option has been removed from the AI client settings. AI translation capabilities remain available, and configuration is now simpler without an extra switch that had no practical effect.
Improved AI automation: AI-powered field updates now run with stronger validation for the selected records, instruction message, and generated response before changes are applied
Updated AI translation settings: Zelo now includes a dedicated settings page for the AI translation feature, so administrators can enable or disable automatic translation for new translation entries. This gives a clearer, easier-to-manage way to control how Zelo handles translation requests.
Added Automatic translation: New translation entries can now be processed automatically as soon as they are marked for translation, reducing manual follow-up. If automatic processing is not possible, the entry remains available for manual review, keeping the translation workflow moving safely.
Added Automation details: The automation form now displays the linked action it is based on, so you can quickly see which configured process controls its behavior
Updated AI record selection: Record selection for AI field updates is now configured directly on the AI update task instead of in field mapping. You can process specific record IDs, apply a filter, or leave the selection empty to process all records in the chosen record type. This makes AI update setup clearer and keeps record rules separate from field-level AI settings.
Added AI translation automation: Records marked for translation can now be processed automatically when created, letting Zelo start AI-powered translation without manual steps
Added Automatic translation: Zelo now includes an optional automation that can automatically apply a configured translation mapping to newly created translation entries. This reduces manual work when preparing content for another language while still allowing entries to be handled manually if the automatic step cannot be completed.
Updated AI Integration menu: The AI Integration area now has a dedicated icon and its related menus are repositioned for easier discovery. Users can find client configurations, field mappings, batch executors, and execution logs in a clearer order within Zelo.
Removed AI prompt templates: The unused prompt template option in the AI client has been removed. This cleans up the AI client settings and does not affect existing AI executions, field mappings, or client configurations.
Added AI client administration: The main administrator account now has OpenAI manager access by default, so AI client settings and related features are available without manually assigning extra permissions
Updated Testing workflow: Zelo now follows stricter quality checks by using consistent project paths, adding end-to-end integration coverage, and running tests in isolated container environments. This helps catch issues earlier and keeps module behavior reliable.
Added Production stock moves: Manufacturing operations now display the source package on each material consumption line, and the destination package is visible on completed stock move lines. This makes it easier to track which physical packages were consumed or produced during production without opening extra records.
Fixed AI feature access: Menus and screens for AI-assisted operations are now properly hidden from users without the required permissions. Only users in the correct permission groups can see and open these AI tools, reducing accidental access and keeping the workspace cleaner.
Improved AI translation accuracy: Zelo now builds a richer context for AI translations by considering the exact text being translated, helping it match existing translations more precisely and produce more consistent results
Added Negative stock control: Zelo can now prevent inventory quantities from falling below zero. The restriction can be applied by product or product category, and stock moves are blocked when they would create a negative balance for stockable items.
Improved AI file references: The AI assistant now locates referenced files more reliably by understanding the standard Zelo project layout. It also correctly resolves module-related paths, so AI answers that point to files are less likely to miss the right one.
Improved AI translation: Automatic translations now include helpful context from the record and related terms, helping Zelo produce more accurate and consistent language output
Added AI integration: The base profile now includes OpenAI connectivity, allowing AI-assisted features to be enabled across Zelo without a separate add-on
Fixed Email sending: Zelo now handles mail server disconnects more gracefully. If the server connection is already closed, the system no longer raises an error during cleanup, so automated email delivery is less likely to be interrupted.
Fixed AI translation processing: AI translation jobs now select records that are actually waiting to be translated and use a unique progress identifier while running. This makes batch AI translation runs more reliable and easier to monitor.
Fixed Display notifications: In-app notifications now appear correctly as a centered overlay with a readable message, close button, and smooth animations. Users can no longer miss important alerts, and the notification panel displays consistently on desktop and mobile screens.
Added Translation update wizard: The Update Translations wizard now includes an option to mark newly generated terms as “To Translate” by default. This helps teams identify new strings that still need review while existing matching terms are refreshed and marked as “Translated”.
Updated AI update notifications: Status messages for AI-generated field updates now use Zelo’s standard in-app notification system. Users will see clear completion or reset messages, and they automatically disappear after a short time.
Added Notifications: Zelo can now display prominent on-screen notifications with a title, message, and status type. They can remain visible until dismissed or disappear automatically, making important updates easier to notice.
Improved Inventory package workflow: Package-based inventory moves now benefit from stronger validation across the full picking process, helping preserve package contents, lot numbers, and customer ownership while preventing inaccurate stock counts during transfers or cancellations
Improved AI execution notifications: The AI client now reports execution results through Zelo’s standard notification system, so users can immediately see how many records were processed, succeeded, or failed. This makes AI field updates easier to monitor and confirm without leaving the current view.
Improved AI field updates: AI-assisted field updates now show progress while processing, and users can cancel a run or reset it for another attempt
Fixed AI translation record selection: Automated translation jobs now validate the records they are asked to process, so empty choices are handled safely and invalid choices produce a clear configuration error. The default translation setup also targets records already marked as translated, helping the AI client work on the intended entries more consistently.
Improved AI prompt mapping: Field mappings for AI prompts now support both quick one-line expressions and more detailed multi-line logic, letting users assemble richer prompts from record data while getting clearer messages if the final prompt is not text
Added Package selection in stock transfers: You can now choose packages while processing stock transfers. Zelo shows the package contents grouped by product, lot, and owner, then creates the necessary transfer lines for the entire package.
Added AI-assisted translation: Zelo can now generate translations for record text into supported target languages using preconfigured AI prompts. The default setup prepares each translation request with the source text and target language while preserving formatting, tone, and technical terms for a more natural result.
Fixed AI response handling: AI responses from newer models are now read more reliably, including text returned in alternate response fields. This helps Zelo apply AI-generated values to records instead of leaving fields empty.
Fixed AI integration: AI-assisted field updates and connection tests now process AI service responses more reliably, reducing errors when replies are empty or formatted unexpectedly
Added AI integration testing: You can now run connection and prompt tests for AI integrations and see the complete result in a clear dialog. This makes it easier to confirm API credentials, inspect sample responses, and check that field mappings produce the expected prompt.
Added AI batch processing: You can now configure AI-assisted batch jobs in Zelo to process selected records in bulk. Each job can be tested as a dry run, limited to a set number of records, and reviewed with status counts and detailed execution logs.
Removed Experimental AI integration: Unfinished AI-driven field updates, prompt templates, and execution logs have been removed from the current build. This keeps the release focused on stable features, and no customer-facing AI actions are available until the feature is finalized.
Improved AI prompt execution: AI-assisted field mappings in Zelo now prepare prompts through a more streamlined process. This makes generated AI requests more consistent and easier to maintain across records.
Added Package details on pickings: You can now see full package information directly on a picking when working with entire packages, making it easier to review what is included before completing the operation
Fixed Picking cancellation: Canceling a completed picking now restores stock to the correct original package and removes it from the destination package, keeping package tracking accurate
Updated AI field update processing: The AI update engine now processes records one at a time instead of in large batches, which makes each run easier to monitor and troubleshoot. This change also removes bulk concurrency settings, so AI-generated field updates are applied more predictably and with clearer per-record results.
Added AI-assisted field updates: Zelo now includes an OpenAI integration that can generate values and update selected fields on records. You can configure prompts, map AI output to fields, and track execution logs to see what was generated and applied.
Compatibility Calendar and contact synchronization: Zelo’s calendar, contact, and task sync now uses the latest DAV protocol support, so supported devices and apps can connect more reliably. Permission checks and sync operations are handled more consistently.
Fixed Privacy policy contact form: The privacy policy page now integrates more consistently with the website contact form, so contact requests from the privacy policy remain available and easier to manage
Fixed Website visitor analytics: Visitor sessions are now distinguished more reliably, and session timeouts are applied consistently based on the latest activity. This gives you more accurate unique visitor counts and active session data in your website analytics.
Added Test data permissions: Regular users can now view internal test records used for system checks. These records remain read-only, helping support and validation without affecting normal operations.
Fixed Manufacturing analytics: Routine quality checks for manufacturing analytics now run more reliably. A small technical correction ensures the module’s test data is read with the correct text encoding, helping keep manufacturing analytics features stable.
Fixed Manufacturing cost access: Access permissions for manufacturing cost lines now work correctly. Users with analytic accounting rights can view and manage cost details on production records without unexpected access errors
Fixed Password history tracking: Password changes now record prior passwords correctly, even when a user does not have direct write access to security settings. This helps Zelo enforce password reuse rules without interruption.
Fixed Data model synchronization: Zelo now handles missing database constraint details safely, so model updates and field validations continue without unexpected errors
Fixed Analytic distribution upgrades: Zelo now clears outdated data rules during upgrades. This lets users assign multiple analytic accounts to the same distribution without unexpected save errors.
Improved Italian reverse charge tax matching: Reverse charge tax types now match the correct purchase and sale taxes by their tax description instead of a fixed reference. This makes Italian reverse charge entries in Zelo use the intended taxes more reliably.
Fixed Italian tax stamp refunds: Customer credit notes that include an Italian tax stamp now record the stamp amount in the correct expense line, so refund accounting stays balanced. Automatic stamp line creation still follows the configured company and customer settings.
Fixed Reverse charge tax defaults: Italian reverse-charge documents now pick the correct default purchase and sale VAT taxes. This ensures EU and intra-EU transactions are taxed consistently without manual corrections.
Fixed Italian reverse charge: Reverse charge invoices for Italian VAT are now validated against the correct standard 22% purchase and sale tax definitions, reducing the risk of tax-related processing errors
Improved Privacy policy form: We strengthened internal verification for the website contact form’s privacy policy checkbox, helping ensure it appears correctly and remains required before submissions.
Improved Website CRM phone validation: Automated checks now verify that phone and mobile fields on website lead forms are validated correctly, helping ensure submitted lead phone numbers are formatted and stored reliably.
Improved Survey invitations from CRM: Survey invitations now include added safeguards for prefilling recipient contacts when launched from a CRM lead, helping reduce missing or incorrect email recipients
Improved Sales team reliability: We added internal validation for creating sales teams, assigning members, and selecting default teams. This helps ensure team settings behave consistently for sales users.
Improved Sales order splitting: We added built-in quality checks for the split-quote workflow. These checks cover selecting order lines and creating a new quote, helping ensure the feature behaves consistently for customers.
Improved Service rating reliability: We added automated checks for the service rating feature, helping ensure sales-related tasks and project connections work consistently in Zelo. This gives teams more confidence when rating services and tracking related work.
Improved Sale order revisions: The sales order revision feature now has stronger internal validation, making it more reliable when creating revisions, copying orders, and tracking revision numbers
Improved PayUmoney payments: PayUmoney payment processing now includes stronger automated validation to help ensure merchant settings, payment requests, and status updates work as expected. This helps reduce the chance of payment configuration or transaction issues affecting online payments.
Improved Payment processing: Zelo now includes additional automated checks for the simple payment flow, helping ensure customers can use the option correctly and payment transactions are created with the right details.
Improved Italian REA data: Zelo now more reliably keeps Italian REA information consistent on partners and companies, including REA office, code, capital, member type, and liquidation status. Duplicate REA code checks are also reinforced to help maintain accurate Italian company records.
Improved Italian PEC contact support: Zelo now includes automated checks for PEC email fields on contacts. These checks help ensure PEC addresses are saved, updated, and validated correctly.
Improved Italian public administration partners: We added automated checks to verify that partner records can be marked as public administration entities and correctly store their identification codes. This helps ensure the Italian public administration feature behaves reliably in Zelo.
Improved Italian e-invoice payment: We added automated quality checks for the Italian e-invoice payment workflow. These checks help ensure the automatic e-invoice and payment option behaves as expected, giving customers more confidence when using Italy e-invoicing in Zelo.
Improved Italian VAT eligibility: Zelo now includes more thorough automated validation for Italian VAT payability, helping immediate, deferred, and split-payment VAT settings behave consistently
Improved Italian account stamp: We added extra automated validation for the Italian account stamp feature. This helps ensure invoice stamp calculations and related accounting entries remain consistent.
Improved Italian job position codes: The Italian job position code feature now has stronger automated checks, helping ensure standard position codes are loaded correctly, duplicate codes are prevented, and position details can be searched and updated reliably.
Improved EU service tax handling: Zelo now includes additional automated checks for EU service tax rates, fiscal positions, and VAT calculations, helping ensure service-related taxes are applied correctly in invoicing and reporting.
Improved VAT autocomplete: Zelo now performs additional reliability checks for partner VAT lookups. This helps ensure valid VAT numbers are validated and address details are autofilled more consistently.
Fixed Italian reverse charge tax mapping: Reverse charge purchase and sale tax links now resolve more reliably, helping Zelo apply the correct Italian reverse charge taxes on invoices and bills. This reduces the chance of missing or incorrectly linked tax records during setup or data updates.
Novembre 2025
Updated Quality assurance: Zelo’s change-management guidelines were updated to require completed and validated work, helping ensure updates are more consistent and dependable for customers
Improved Italian withholding tax payments: Automated checks now cover payment creation, total calculations, confirmation, and accounting entries, making withholding tax payment processing more reliable.
Fixed Website blog: The website blog module now registers its built-in validation routines correctly, so blog posts, categories, and navigation can be verified more reliably. This helps keep your public blog stable for editors and visitors.
Fixed Import/export testing: Automated checks for data import and export now run correctly, helping ensure these features remain reliable in future updates
Fixed Documentation examples: The built-in checks for documentation examples now run reliably. This helps ensure the sample workflows and configuration steps shown in Zelo help remain accurate and trustworthy.
Fixed Data conversion checks: The data conversion validation process now initializes correctly, helping ensure import and export conversion features continue to run reliably.
Fixed Resource management quality checks: Automated checks for employee resources, working schedules, and availability rules now load correctly, helping ensure those features continue to behave reliably after updates
Fixed Project quality checks: The project module’s automated checks now run completely, catching problems in project workflows, access permissions, and portal pages before they reach your workspace. This helps keep task planning, milestone tracking, and customer portal access stable.
Fixed Product quality checks: Automatic checks for products, variants, units of measure, and price lists now load correctly, helping ensure product data and pricing behave reliably in Zelo
Fixed Contact name handling: Name fields for contacts, partners, and user profiles now behave more consistently when records are created, edited, or deleted, including first/last name order and empty values. This makes name-related updates more reliable across Zelo.
Fixed Manufacturing reliability: The manufacturing module now includes additional automated validation for multi-company setups. This helps keep work orders, routings, and inventory behavior consistent across company configurations.
Fixed Nonconformity project integration: The quality nonconformity and project integration now loads its supporting checks correctly. This helps ensure nonconformity records linked to projects behave more reliably in Zelo.
Fixed Marketing contact behavior: Contact-related marketing features now have more reliable automated validation, reducing the chance of unnoticed issues in mailing lists and campaign statistics
Fixed Messaging quality checks: Background validation for messaging features now runs correctly, helping keep email templates, notifications, and mail-related workflows reliable.
Fixed Italian declaration of intent: The module’s automated quality checks now load correctly. This helps keep the Italian declaration of intent workflows reliable for customers.
Fixed Italian localization checks: Zelo now includes the complete set of Italian localization validation checks, including shared integration testing for invoicing and local compliance workflows. This helps ensure Italian invoice and tax-related behavior remains reliable after updates.
Fixed Event scheduling: Event and scheduled-email checks now run correctly in Zelo. This helps ensure event invitations and reminders are processed reliably.
Fixed Delivery checks: Delivery-related validation routines now initialize correctly, helping ensure shipping cost and stock movement checks remain reliable in Zelo
Fixed Payment term extensions: Automated checks for multi-day payment terms now run correctly, helping ensure invoice payment schedules continue to calculate as expected
Improved Purchase-manufacturing reliability: Purchase orders linked to manufacturing recipes now benefit from stronger automated validation for key line details such as product, quantity, price, planned date, and unit of measure. This helps Zelo catch configuration issues early and keeps purchasing and manufacturing data more consistent.
Fixed Vehicle contract status: Vehicle contracts now use complete start and expiration dates when determining their status, so upcoming, expired, and future contracts are classified correctly and fleet managers can rely on accurate contract reminders.
Fixed Analytic line dates: Default date handling for newly created analytic lines is now more consistent, reducing the chance of unexpected date-related validation issues
Fixed Visitor session tracking: Website analytics now handles visitor activity timestamps more reliably, so expired sessions are detected correctly and engagement reports reflect accurate activity.
Fixed Bank account IBANs: IBAN entries are now cleaned consistently by removing spaces, punctuation, and similar characters, then converted to uppercase. This makes partner bank account details validate correctly and reduces errors when saving or processing payments.
Fixed Product expiry: Product shelf-life settings are now validated more consistently, ensuring life, use, removal, and alert times are applied correctly for inventory and sales.
Improved Product barcodes: We strengthened automated quality checks for barcode generation and validation in Zelo. This helps keep EAN and ISBN product codes consistent when products are created or updated.
Fixed Project key checks: Automated quality checks for project keys now run completely, helping ensure project key creation and access remain reliable.
Fixed Sales test loading: The sales test suite now loads shared sales checks, helping ensure sales workflows are verified before updates are released
Fixed Membership module: Fixed a setup issue that could prevent membership-related validation from running. This helps ensure membership features are checked consistently and continue to work reliably.
Fixed Document page history: We corrected an issue that could prevent document history validation from running, helping ensure history entries continue to work as expected
Fixed Core reliability: Automated checks for core Zelo behavior now correctly include messaging examples. This helps catch regressions earlier and keeps user, partner, and communication features dependable.
Updated Development guidelines: The internal development guide was streamlined to clarify required testing steps and project structure. Contributors can now follow clearer expectations for module testing and code organization, supporting more reliable Zelo updates.
Improved Italian withholding tax: Withholding tax records now have more reliable payment reason handling. Added checks help ensure the information saves and updates correctly in Zelo.
Improved Italian fiscal payment terms: Zelo now runs broader automated checks on Italian fiscal payment terms and payment methods, helping ensure payment details are consistent and reliable when used in invoices and e-invoicing
Improved Italian e-invoicing: Zelo now runs additional automated checks for Italian e-invoice formats and payment details. This helps ensure invoice data is saved and processed more consistently.
Added AI development guidance: Zelo now includes a shared guide for AI development assistants that standardizes how they run tests and verify changes. This helps keep updates consistent and reliable across the ERP.
Updated AI assistant environment: The AI assistant now has clearer internal guidance about Zelo’s quality-check setup. This helps it provide more reliable suggestions when assisting with automated validation.
Improved Sale order global discounts: Global discount settings on sales orders are now covered by additional consistency checks, helping ensure fixed and percentage discounts behave as expected. This makes the global discount feature more dependable for sales teams.
Improved Sales payments: Payment processing for sale orders is now more reliable, helping ensure that confirmed payments, customer payment details, and automatic invoice creation behave as expected
Updated AI assistant defaults: The default AI configuration now uses the latest project guidance and clearer testing rules. This makes AI-assisted suggestions and checks more consistent and reliable in Zelo.
Fixed Installation intervention duration: Intervention durations now calculate correctly when start and stop times span more than one day. This makes time tracking, reporting, and related project task updates more reliable for installation and intervention records.
Improved User impersonation: The impersonation workflow now includes stronger permission checks, helping ensure that authorized users can switch into another account securely and consistently
Improved User impersonation controls: Zelo now verifies impersonation access more reliably, so users with impersonation rights can switch to permitted accounts while users without rights see no impersonation options. This helps support teams work inside another user’s session without granting broad system access.
Improved Web page routing: We added automated checks for Zelo’s friendly web address handling, helping ensure custom page links and record-based URLs continue to resolve reliably
Improved Contacts reliability: We added automated checks for the Contacts area, helping ensure contact records, menus, and views continue to behave consistently in Zelo
Updated Address geolocation: Automated quality checks now cover partner address geolocation, including latitude/longitude fields, address composition, and country-name formatting. This helps ensure addresses are ready to be mapped and that special country names are interpreted consistently.
Improved Translation service setup: We added automated checks for the Gengo translation service integration, helping ensure company credentials, language options, and translation request workflows behave reliably in Zelo
Improved Markdown text fields: Added automated quality checks to help ensure Markdown-enabled text fields convert and display reliably in Zelo, including proper fallback when Markdown rendering is turned off
Improved Association module: Automated checks now confirm that Members and Configuration menus are set up correctly, with proper ordering and access rules, helping the Association area load more reliably
Improved Contract timesheet billing: Basic automated checks now help ensure that variable-quantity timesheet contracts calculate and process correctly in Zelo, reducing the chance of billing surprises.
Improved Social sign-in: Zelo now includes broader automated checks for external login providers, helping keep OAuth sign-in and user account access working reliably
Added Production calendar: The manufacturing calendar now shows the customer and related sales order for each production event, making it easier to see which sale is driving each order
Improved Analytic journal entries: Automated checks now validate that journal entry lines with analytic accounts recreate correctly, helping ensure accounting analytics remain reliable.
Improved Analytic account numbering: Automatic reference codes for analytic accounts are now covered by reliability checks, so new accounts consistently get unique codes. This helps maintain accurate cost tracking and accounting records.
Added Manufacturing order calendar: The manufacturing order calendar now displays the assigned partner for each order, so users can see who is involved when reviewing planned production dates at a glance.
Improved Analytic distribution setup: Analytic distribution rules can now be configured more flexibly, including using the same analytic account more than once within a distribution. Percentage validation is still handled by standard business checks, so cost allocations remain controlled and consistent.
Fixed Produce button visibility: The Produce button on manufacturing orders now appears only when the order is confirmed or in progress and not waiting for materials, so users can start production only when the order is actually ready.
Updated Manufacturing analytics: Variable production costs are now evaluated using the finished quantity reported on a production order, so cost amounts better match actual manufacturing output.
Updated Analytic distribution percent control: The option that requires analytic account percentages to total 100% now has a clearer label. This makes the setting easier to find and understand when configuring cost or revenue distributions.
Updated Department label: The department reference on analytic entries now displays as User Department, making it clearer that the entry is linked to the selected user’s department.
Added Purchase analytic tags: You can now assign analytic tags directly on purchase order lines, making it easier to categorize spend by project, department, or cost center. These tags help improve purchase reporting and cost tracking in Zelo.
Improved Customer follower control: The setting that prevents customers from automatically becoming followers of sales orders and invoices is now more dependable. We added automated checks to help ensure the preference works consistently when sales and billing records are created.
Added Purchase order tags: Purchase users and managers can now manage purchase order tags from a dedicated list, with search, color selection, and grouping by color. This makes it easier to categorize, filter, and follow up on purchase orders across the purchasing workflow.
Improved Email campaign contacts: Mailing list contact management is now more dependable, preventing duplicate email addresses in the same list and keeping opt-out status accurate for campaign sends
Improved Maintenance equipment: Equipment assigned to employees or departments now works more reliably. The system more consistently tracks the responsible owner when equipment records are created or updated.
Improved LDAP sign-in: Zelo now includes additional automated checks for LDAP sign-in setup, covering directory server details, user lookup rules, and account creation behavior, helping companies using external directories sign in more reliably
Updated Employee gamification: We added automated quality checks for badge records. This helps ensure employee badges are linked to the correct user and remain consistent.
Improved Sales gamification: Sales and CRM gamification now includes stronger behind-the-scenes checks, helping ensure goals, challenges, and performance tracking stay reliable for users.
Improved Italian accounting reliability: Zelo now includes stronger verification for Italian VAT taxes, covering sales and purchase rates, tax groups, and parent-child tax relationships, helping ensure Italian accounting records stay consistent and dependable
Fixed Live chat lead creation: Creating a lead from a live chat conversation now sends the confirmation message correctly. The lead name is also trimmed, so it no longer contains accidental extra spaces.
Improved Marketing cost tracking: We added automated checks for marketing cost records, campaign links, investment amounts, and status changes to keep the executive CRM dashboard more reliable
Updated CRM Live Chat reliability: Basic automated tests now cover live chat channels, messages, and partner access, helping ensure conversations behave consistently for customers and sales teams
Improved Expense check payments: Expense check workflows now include additional automated validation, helping ensure checks are created, numbered, and printed reliably.
Improved Facebook Leads: Importing leads from Facebook Lead Forms is now backed by automated validation, helping ensure form fields, contact details, and lead creation behave consistently in Zelo.
Improved Accounting reliability: We added automated checks that verify accounting validation entries are created correctly, required details are enforced, and records stay in the expected order. This helps catch issues earlier and keeps accounting data consistent for your teams.
Fixed Timesheet Attendance report: The timesheet attendance report now returns consistent results when attendance and timesheet data are present, making it easier to compare total timesheet hours with recorded attendance.
Updated Sales contracts: Contract access rules were refined so sales users see their own and unassigned contracts, while deletion remains limited to authorized account users
Fixed VAT validation: Zelo now validates Irish VAT numbers more reliably, including older formats, so valid customer and supplier tax IDs are accepted without unnecessary errors.
Updated Analytic accounting: A minor text correction was made to improve clarity in analytic accounting records
Improved Password security: Zelo now recognizes one more secure password-hashing method. Older password records are refreshed to the newest supported method during sign-in, so existing accounts keep working while credentials are stored more securely.
Fixed User sign-in: Password verification now handles supported and legacy password encryption formats more consistently. This helps users log in reliably without unexpected failures when a stored password format is not recognized.
Fixed User security settings: The user authentication module now loads correctly after a minor text correction, allowing encrypted login and security preferences to work as expected
Improved VAT validation: VAT handling is now better verified for partner VAT fields, country-based VAT formats, and company VIES verification settings. This helps ensure VAT data is validated consistently and reduces the risk of validation issues.
Fixed Password authentication: Login and password changes now handle encrypted credentials more reliably, reducing unexpected sign-in failures when user passwords are updated or reset.
Improved Timesheet Attendance reliability: We added automated quality checks for the timesheet and attendance report. These checks help keep employee timesheet totals, attendance totals, and calculated differences accurate over time.
Improved Stock information Excel export: Quality checks were added to help ensure that stock information exports to Excel work reliably when filtered by warehouse, product category, and date
Improved Lead-to-project conversion: The flow for turning CRM leads into project tasks now has stronger automated quality checks, helping ensure that lead details, project assignment, and task creation continue to work consistently
Improved Contract access controls: Sales users now see only their own contracts, while sales managers can view all contracts, making contract visibility more consistent and reliable.
Improved Password security: Zelo now includes extra automated verification for how user passwords are encrypted and checked during sign-in. This helps ensure account passwords remain protected and login behavior stays reliable.
Improved Analytic tracking: Analytic tags and accounts now include additional quality checks that help ensure names, colors, archiving, and partner links behave consistently. This helps keep analytic tracking data more reliable when organizing projects and financial information.
Fixed Standard accounting reports: Fixed a minor issue in report setup validation so ledger and period selections now update correctly when preparing accounting reports
Improved Tax calculations: Zelo now includes additional quality checks for advanced tax rules, helping ensure custom tax amounts are calculated consistently on sales and accounting documents
Improved Standard accounting reports: Automated checks were added to verify common accounting report behavior. This helps ensure report values and data handling remain reliable as Zelo changes.
Improved CRM phone validation: Phone and mobile numbers on CRM leads and contacts are now validated and formatted more consistently, helping ensure international contact details are stored correctly based on the selected country
Fixed Sales and invoice follower options: Zelo now correctly interprets the saved on/off settings for automatic follower assignment. This ensures the option you choose for sales orders and invoices is applied properly in the Settings menu.
Compatibility Advance payments: When you change the payment type on an advance payment, Zelo now correctly keeps the related journal settings and payment method choices working, so valid payment options remain available without unexpected missing or incorrect choices
Improved Payment reliability: Zelo now runs additional automated checks on payment records to help keep customer and supplier payments accurate. These checks cover payment methods, bank and cash journals, and currency handling.
Improved Partner ledger filtering: The partner ledger report now includes added quality checks for filtering by one or more partners. Customers can trust that selected partners are applied consistently when reviewing balances and transaction details.
Updated Cancelled invoice reference display: Added quality checks to ensure cancelled customer and supplier invoices continue to display the original journal entry name in list views, form views, and invoice reports. This helps users keep traceability of cancelled invoices consistent and reliable.
Improved Parent account hierarchy: Zelo now validates parent and child account relationships more reliably, helping ensure chart of accounts structures remain consistent. This improves the stability of account hierarchies used in accounting configurations and reports.
Improved Parent account stability: Zelo now includes automated validation for how parent accounts group child accounts. This helps ensure account lookups and journal-related accounting features behave consistently.
Improved Fleet vehicle models: Vehicle models now include CO2 emissions and a combined make/model label, with unique names per make. Fleet vehicle images now use the correct medium-size logo, improving display in fleet lists.
Improved Credit card payments: Zelo now includes additional automated checks for posting credit card journal entries. These checks help ensure expense, payable, and credit card liability entries are recorded consistently.
Improved Advance payments: We added automated checks for customer and vendor advance payments. These checks help ensure advance amounts are tracked correctly against receivables, payables, and bank journals.
Improved Accounting period locks: Automated validation checks now cover the rules for fiscal year and period lock dates, helping ensure locked accounting periods cannot be accidentally cleared or moved to earlier dates
Improved Fiscal year configuration: We added extra quality checks for fiscal year settings, including the fiscal year end month and day, period lock date, and fiscal year lock date. These checks help ensure accounting controls and reporting periods work reliably for your company.
Improved Financial amount reliability: Zelo now includes additional automated checks for financial amounts on accounting entries, helping ensure calculations involving partners, journals, and currency rates remain consistent and reliable.
Improved Aging comments: Aging comments on outstanding account balances now have added quality checks, helping ensure the due list aging view remains accurate and dependable in Zelo
Improved Check printing: Check printing now includes broader automated validation for check sequences, payment amounts, and printed check details. This helps ensure checks are generated, numbered, and printed accurately in Zelo.
Improved Cash-basis accounting: Added automated checks for tax records and their linked cash-basis base accounts. This helps ensure cash-basis amounts are configured and reconciled consistently.
Improved Account due list: We added automated checks for the account due list to help ensure outstanding customer and vendor balances are displayed consistently. This makes it more reliable for tracking amounts due without changing how you use the feature.
Improved Invoicing setup: Zelo now includes automated checks for the invoicing module, confirming that accounting menus are enabled when invoicing is installed and hidden when it is removed. These checks help keep the accounting navigation clean and reliable after updates.
Improved Payment vouchers: We added automated quality checks for voucher processing, helping ensure that payment and receipt workflows, including reconciliation and journal entries, behave consistently in Zelo
Improved Account self-signup: Self-service account creation and password recovery are now more reliable. Zelo automatically verifies secure sign-up links, token generation, and user activation steps to help new users sign up smoothly.
Improved Company setup: Automated checks now cover company setup, helping ensure defaults, saved settings, and report paper formats are applied reliably.
Improved Board stability: Basic automated checks were added to help ensure board views load correctly and custom board layouts remain reliable.
Improved Attendance tracking: Employee attendance records have been reinforced with additional automated validation for check-ins, check-outs, and employee details, helping ensure attendance status remains consistent and reliable in Zelo
Improved Address city reliability: We added automated checks for city records, including creation, searching, and ordering by country and state. This helps ensure city-based addresses remain consistent and easier to use across customer and partner records.
Improved Payment reliability: Automated checks now verify how payment transactions are created and linked to invoices. This helps keep customer and supplier payment records consistent in Zelo.
Improved Accounting group management: Automated reliability checks were added for account groups and tax groups, helping ensure that account assignments, group organization, and accounting menu access continue to work as expected
Improved Bank statement cancellation: Added automated quality checks for the cancel and reopen workflow, so confirmed bank statements can be safely returned to editing without affecting balance totals
Improved Bank statement import: We added automated validation for the bank statement import flow. This helps ensure statement files are processed consistently across journals, currencies, and statement lines.
Improved Average payment period: Zelo now verifies average payment period calculations more thoroughly, so accounting teams can rely on consistent customer and supplier payment timing insights.
Improved Employee contracts: Contract creation and date validation are now covered by automated checks, helping ensure employee contracts are saved with correct wages, dates, and employee details
Improved Analytic account defaults: Default analytic account rules are now more reliably applied when Zelo creates or updates financial records. The system continues to match the appropriate account using partner, product, user, and rule priority, which helps reduce manual corrections and keeps analytic reporting consistent.
Updated Profile customizations: Internal validation routines for profile customizations were renamed for clarity, helping ensure the feature is tested consistently. This does not change how profile customizations appear or behave in Zelo.
Fixed Website analytics: Visit records now process correctly even when the browser user-agent data is missing or empty, preventing errors while detecting the visitor’s browser and operating system.
Removed Website analytics: Removed leftover diagnostic log messages from the website analytics tracking process. Visitor tracking, request attribution, and Do Not Track handling now run with cleaner system logs and no extra debug output.
Fixed Website analytics session timeout: Visitor session expiration is now calculated correctly, so inactivity periods are measured accurately. This prevents sessions from being marked expired too early or too late in analytics reports.
Improved Website visitor tracking: Zelo now uses a single, unified tracking process for website visits, page views, and traffic sources, making analytics more consistent across all tracking modes
Improved Website visitor identification: Zelo now recognizes returning website visitors more accurately by combining available browser details, such as timezone, screen resolution, and language, with existing session and cookie information. This helps analytics reports better distinguish between different people and follow the same visitor across visits. If the enhanced identification method is unavailable, Zelo automatically falls back to the previous cookie-based approach.
Improved Website analytics dashboards: Analytics overview, visitor, page, visit, and technology screens now include a detailed form view, so you can open individual records for a closer look. The technology overview also supports a list view for easier scanning.
Added Browser detection: Zelo now includes support for recognizing the browser and device used to access the system, which can improve compatibility checks and support diagnostics
Improved Website analytics: Zelo now records richer visitor details during server-side tracking, capturing language preferences, browser capabilities, and connection details. This helps you understand who is visiting your website and how they interact with your pages more accurately.
Updated Website analytics: Zelo’s website analytics URL handling was refreshed with clearer verification for edge cases, helping ensure page visits are captured correctly when a site address is missing or points to an external source. This keeps visitor reports accurate without changing how you view analytics.
Fixed Website visitor analytics: Page and referrer URLs are now processed safely even when the website address is missing, so visit tracking no longer breaks and analytics reports stay accurate.
Improved Website analytics: Local visitor tracking now runs more reliably, giving website owners more accurate visit data. It also makes it easier to switch tracking options without losing configuration.
Fixed Website analytics tracking: Local tracking now records visitor activity correctly when analytics is enabled and server-side or combined tracking is selected. This makes website visit data more reliable by avoiding permission checks that could interrupt tracking.
Removed Website analytics settings: The separate page for setting default analytics tracking behavior has been removed. You can now manage analytics directly from each website’s settings, which reduces duplicate options and keeps configuration in one place.
Improved Website analytics: Public website pages now safely determine whether analytics tracking should run client-side or server-side, so the configured tracking method works reliably for visitors
Removed Website analytics documentation: The server-side tracking guide was removed from Website Analytics, so the built-in explanation of automatic page-visit tracking, available tracking modes, and Do Not Track handling is no longer included
Added Website analytics tracking: You can now choose client-side, server-side, or both tracking modes for your websites. Server-side tracking automatically records page visits when pages are requested, helping capture traffic that may be missed by browser-based scripts. You can set the default mode globally or configure it for each website in Settings.
Updated Website analytics menu: Website analytics is now available by default and appears as an Analytics option under the Website menu, making visitor insights easier to find without extra setup.
Added Website analytics overview: Zelo now provides dedicated overview screens for website traffic, visitors, pages, visits, and technology usage. You can open these views as lists, pivot tables, or graphs to compare performance and understand how visitors interact with your website.
Added Website analytics views: Website analytics records for websites, visitors, visits, pages, browsers, and operating systems can now be opened in pivot and graph views. This makes it easier to compare traffic, visitor behavior, and device usage at a glance.
Fixed Website analytics defaults: Existing websites now receive the correct tracking configuration automatically, so visitor reports and analytics settings work as expected after installation.
Fixed Website page tracking: Page views on public websites now record the correct page path and referring source more consistently. Zelo now normalizes internal, external, and missing link references before saving visits, so traffic reports reflect where visitors actually came from.
Updated Website analytics connection type: Visitor connection types are now saved as flexible text instead of a fixed list. This lets Zelo display additional connection labels detected by the browser while still showing common values such as 2G, 3G, and 4G.
Fixed Website analytics: A small issue in the website visit tracking process has been corrected, so visitor sessions and page views are now counted more reliably in analytics reports
Fixed Git commit notifications: Commit notifications for local Git repositories now post reliably to tasks and projects. The fix ensures update alerts for tracked commits and commits not linked to a task appear in the activity feed without message errors.
Improved Analytic cost posting: Production orders can now generate and post analytic cost lines for any unposted account lines, even after the order is completed, making it easier to record manufacturing costs against the right analytic items
Added Production analytic posting: You can now post analytic accounting lines from a finished manufacturing order at any time using a new action. The action creates missing analytic entries for the order’s account lines and shows how many were successfully posted. It also prevents duplicate posting when all account lines already have analytic entries.
Added Analytic material costs: You can now add analytic account lines for raw materials consumed in a manufacturing order. Zelo uses the material’s standard price and the consumed quantity to create negative cost entries in the selected analytic account.
Added Analytic tracking on production orders: Production order account lines now show their assigned analytic account, making it easier to trace manufacturing costs to the correct analytic account for reporting and analysis
Improved AI assistant testing guidance: The AI assistant now follows clearer testing instructions, so automated checks and test-related suggestions are more consistent. This helps Zelo development work more reliably.
Updated Website analytics: Local website visitor tracking has been refined so separate visitors are recognized more reliably, improving the accuracy of website traffic reports.
Improved Website analytics: Visit tracking has been refined with more complete checks, helping ensure that page views and visitor details are captured accurately for your website
Fixed Website analytics: The analytics tracking code now renders correctly on local website pages, so visitor activity is captured accurately without affecting page editing or display.
Improved Website analytics tracking: Visitor tracking for local websites now works more reliably. The analytics service accepts additional tracking request formats and returns clear responses when a tracking token is missing or tracking is disabled.
Added Website analytics settings: You can now set a default analytics tracking preference for newly created websites and choose whether the tracking code uses JavaScript or an image. This helps standardize visitor tracking across your Zelo websites without configuring each one manually.
Added Website analytics: Zelo can now automatically track visitors to its own website pages using browser-based data collection. Tracking starts after installation, can be enabled or disabled for each website, and captures useful details such as timezone, screen size, language, and device capabilities.
Added Website analytics: You can now track website visitors with privacy-focused, browser-based analytics that capture timezone, screen size, device details, language, and connection type. This gives a more reliable picture of visitor behavior without depending on IP geolocation.
Fixed Form layout: Form pages now use the full available width on responsive screens, preventing uneven spacing or cut-off content when viewing records.
Updated AI-assisted testing: The instructions used by Zelo’s AI development assistant have been updated to run full and single-module test checks more reliably. This helps teams get clearer test results and catch issues earlier when validating changes.
Improved Manufacturing orders: The operation type is now prefilled automatically when only one is available for the selected company. If no manufacturing operation type is configured, Zelo shows a clear message so you can set one up before saving the order.
Fixed Manufacturing analytic lines: Analytic cost lines now generate correctly when a manufacturing order is completed or generated manually, and the related action buttons are hidden where they are not needed to keep the screen cleaner.
Fixed Manufacturing overhead costing: Analytic cost entries now recalculate using the latest produced quantity before costs are generated. This ensures overhead amounts that scale with production are allocated correctly in manufacturing cost records.
Removed Template preview button: The preview option is no longer shown in the production accounting template wizard. Users can now apply the selected template directly, keeping the setup flow simpler and more streamlined.
Removed Production cost template: The unused Total Amount field has been removed from manufacturing cost templates. Template and wizard screens are now cleaner, while individual cost line amounts remain available for accurate costing.
Updated Production accounting templates: The template selection screen for manufacturing orders now opens without forcing a template choice. If you attempt to apply it without selecting a template, Zelo shows a clear prompt so the order is not saved with an incomplete accounting template.
Octobre 2025
Fixed Production accounting templates: Previewing a production accounting template now shows the correct set of template lines, so users can verify manufacturing cost entries and allocation details before using the template on production orders. The fix helps prevent incorrect cost lines from being reviewed or applied during production accounting.
Updated Production cost templates: Production cost templates have been renamed and reorganized as production account templates, making it easier to configure standard costs and account assignments for manufacturing orders. The updated template setup also includes a clearer wizard for applying template lines to production orders.
Fixed Analytic distribution upgrade: Upgrades now handle a missing company form layout gracefully, so existing installations can be upgraded without an unnecessary error when that layout has already been removed
Added Manufacturing cost templates: You can now define reusable templates for production costs, grouped by categories such as setup, quality control, maintenance, overhead, and materials. A guided wizard lets you apply these template lines to manufacturing orders, helping distribute costs to analytic accounts for more accurate costing and reporting.
Updated Analytic distribution: The analytic distribution module now includes an update step that removes an outdated company settings layout, keeping company configuration screens clean and consistent after upgrades
Updated Manufacturing cost entries: Variable overhead costs can now be defined as a cost per unit produced. When this option is selected, Zelo multiplies the entered amount by the actual quantity completed, so manufacturing cost totals and related cost records reflect the real number of units produced.
Added Manufacturing cost entries: You can now assign a specific analytic account to individual manufacturing cost entries instead of using only the production order’s default account. If an entry has no account of its own, Zelo automatically uses the production order’s analytic account, giving you more flexible and accurate cost tracking for projects, products, or cost centers.
Added Analytic cost tracking for production orders: Production orders in Zelo can now be assigned to an analytic account and record overhead cost lines. Costs can be allocated proportionally based on the quantity produced, giving finance teams a clearer view of manufacturing expenses by project or cost center.
Updated Analytic distribution: The Italian translations now include updated labels and messages for distribution rules, including distribution type, fixed amount, amount sign, and validation prompts. This helps Italian users understand how to configure distributions and see clearer explanations when a rule is missing required values.
Added Analytic distribution signs: Fixed-amount distribution rules now include a sign option, allowing users to allocate positive or negative fixed amounts to analytic accounts. This makes it easier to represent credits, reversals, or cost offsets in analytic reporting.
Updated Analytic distribution percentage control: The option to require analytic percentage allocations to total 100% is now set on each analytic distribution rather than at company level. You can now enable strict 100% totals only for specific distributions, making allocation rules easier to manage.
Added Analytic distribution: You can now mark distribution rules as positive or negative, allowing allocations to analytic accounts to be recorded as negative amounts when needed. Positive and negative percentage rules are now validated separately, so each sign must total 100%.
Added Analytic distribution rules: You can now choose between percentage and fixed-amount rules when allocating amounts to analytic accounts. A fixed amount can optionally be multiplied by the line quantity, so allocations can follow the quantity on accounting entries or invoices.
Improved Local email delivery testing: Local test environments now route unknown and external test messages to a shared review address more reliably, making catch-all email delivery easier to verify before changes reach production
Updated Analytic distribution rules: Zelo now allows analytic distribution rule percentages to be set outside the previous positive and 100% limits, giving you more flexibility when allocating amounts across analytic accounts.
Fixed Email test setup: Automated checks for local email configuration now correctly prepare the test environment before running, reducing false failures during Zelo quality testing
Improved Local email configuration checks: Automated validation of local mail settings now runs consistently, helping Zelo catch email delivery issues before they reach your workspace
Added Local email routing checks: Zelo now verifies that email messages in test environments are routed only to local mailboxes and are not sent to external domains. This makes email behavior easier to validate and reduces the chance of accidental outbound messages.
Fixed Sample invoice creation: Sample invoices created from demo sales orders now generate correctly, so test data is produced reliably without errors
Fixed Email relay: Zelo’s mail server now restricts outbound email relay to the local host, making it less likely to send unintended emails
Fixed Context preservation: Zelo now keeps existing contextual information when processing records across accounting, purchasing, sales, inventory, and website features. This reduces unexpected behavior in reports, emails, and document updates.
Fixed Profile customization setup: User records created while applying profile customizations now use a safe default that prevents accidental password reset prompts, making setup more predictable and avoiding unnecessary notifications to users
Fixed Website crawl instructions: The crawl instructions provided to search engines are no longer translated. This ensures search engines always receive the standard directives for accessing your website and locating the sitemap.
Updated Website crawler blocking: The search-engine crawler blocking option is now optional, so you can enable it only when needed instead of it being required in the base website setup
Updated Testing guidance: The internal guidance for AI-assisted testing has been updated to ensure test commands are always run in the correct isolated environment. This helps keep automated testing consistent and reduces the chance of invalid test results.
Updated AI documentation generation: The AI prompts used to create and translate Zelo documentation were refined, producing cleaner manuals and more consistent PDF-ready output with fewer unwanted artifacts.
Updated Database reliability: The default database configuration was refined to use more predictable memory and write behavior. This helps Zelo maintain stable performance during validation and normal operation.
Improved Test database environment: Test database sessions now run with a larger shared memory allocation and an isolated temporary data volume. This makes local setup and testing more stable, especially during memory-intensive operations, and reduces the chance of leftover database data.
Updated Container cleanup: The cleanup process now also removes unused container system data and storage volumes. This helps free disk space and keeps the Zelo deployment environment cleaner.
Fixed Invoice analytic account defaults: Zelo now respects default analytic accounts first when creating or editing invoice lines, and only falls back to the product’s analytic account when no default is set. This prevents invoice lines from receiving the wrong analytic account after default settings are changed.
Updated Product analytic accounts: Analytic accounts assigned to products are now consistently referenced from the product master record when invoice lines are created. Customer and vendor invoices therefore continue to pick up the correct income and expense analytic accounts for tracking.
Improved Analytic account codes: New analytic accounts now always receive a unique reference, even if the automatic numbering sequence cannot be used. Zelo generates a company-specific fallback code so account creation continues without missing or duplicate codes.
Updated AI assistant guidance: The built-in AI assistant now follows clearer quality instructions. It is guided to run tests and review results before suggesting changes, helping keep Zelo more stable.
Improved Test database checks: Running the test database helper no longer rebuilds the container each time, so repeated checks start faster and use less memory and processing power
Fixed Inventory analytics: Quality checks for stock transfers now correctly validate real-time inventory valuation and analytic cost tracking, even when the required inventory accounts and journal are not already configured
Fixed Analytic product invoicing: Internal quality checks for analytic product invoices now use the correct accounting setup, helping ensure invoice lines with analytic distribution remain accurate and stable
Fixed Inventory analytics: Corrected the account references used in automated stock valuation checks, so inventory analytics calculations are validated against the correct Italian chart of accounts
Fixed Inventory analytics: The inventory analytics features now install correctly when Italian localization is enabled, ensuring related stock tracking and reporting work as expected for Italian companies
Removed Product analytics demo data: The product analytics module no longer installs sample products, so new setups start with a clean catalog and avoid unexpected demo records.
Fixed Test database startup: The automated test database environment now starts reliably when the database files are on a read-only storage volume. This makes support diagnostics and quality checks more stable by ensuring the intended startup process runs correctly.
Added Stock movement analytics: You can now assign an analytic account to each inventory movement line. This lets teams track stock transfers, receipts, and deliveries by project, department, or cost center for clearer reporting.
Added Default analytic accounts: Products and product categories can now be assigned default income and expense analytic accounts. Invoice lines automatically inherit the matching analytic account when one is set at the product or category level, reducing manual entry and improving cost and revenue tracking.
Added Analytic tracking for manufacturing orders: You can now assign an analytic account to manufacturing orders and view related orders directly from the analytic account. This makes it easier to track production activity and costs by project or cost center.
Added Analytic department categorization: You can now assign a department to analytic accounts and analytic entries in Zelo. This helps you organize, filter, and analyze costs and revenue by department, making department-level financial reporting clearer and more practical.
Added Analytic tracking on journal items: Zelo now automatically rebuilds the related analytic records when you change the analytic account or analytic tags on a journal item, keeping project and cost tracking in sync
Added Analytic account codes: Users can now assign automatically generated, company-specific sequential codes to analytic accounts. This ensures each account has a unique reference for tracking costs, budgets, and performance across the business.
Updated Local development files: Zelo now keeps certain local development support files out of shared updates. This helps prevent personal workspace files from being accidentally included or overwritten when the system is updated.
Removed Internal documentation: Some internal project notes were removed after they were mistakenly included. This maintenance cleanup has no impact on Zelo features, data, or day-to-day workflows.
Added Analytic distribution on invoice lines: You can now assign an analytic distribution to individual invoice lines, allowing costs to be allocated across multiple analytic accounts. This makes cost tracking on invoices more flexible and easier to review.
Updated AI documentation assistant: Zelo’s AI-assisted documentation tools now use improved prompt guidance, producing clearer and more consistent descriptions of module functionality. This makes generated references and summaries easier to understand and simpler to review before sharing with your team.
Improved Attachment storage: File attachments are now checked more carefully when moving between storage locations, helping ensure documents, images, and other uploaded files remain available and intact
Fixed Attachment storage settings: Zelo now correctly identifies the configured attachment storage location when several system settings are checked at once. This helps ensure files are saved to, and later retrieved from, the intended storage destination.
Improved Email sender fallback: Zelo can now send messages even when a user’s personal email address is missing by using the company email or a configured general address. This makes notifications and outgoing mail more reliable when user profiles are incomplete.
Updated AI-assisted documentation: The tools that generate Zelo documentation now follow the latest local AI response format, so AI-written reference guides and PDFs render more cleanly with consistent headings, bullet lists, and fewer leftover internal markers
Improved Field help text: Many fields in Zelo forms now display short help messages, making it easier to understand what information is expected or required
Added Activity follow-ups: The Done & Schedule Next option is available again in the activity feedback popup. Users can now complete an activity and immediately schedule the next follow-up from the same view, without opening another screen.
Fixed Product comparison and wishlist: Product pages and shop listings now display correctly even when a product has no product options attached. This stops unexpected errors when customers view, compare, or add such products to a wishlist.
Updated Module documentation: AI-generated functional references and summaries now use refined prompts to produce clearer, more complete descriptions of Zelo features. The output focuses on what modules can do for users rather than internal implementation details.
Improved Profile customization safety: Zelo now better validates that profile-specific customizations remain isolated, reducing the risk that they unintentionally affect other modules or standard functionality
Improved Website price visibility: The online store’s price-hiding setting is now covered by additional quality checks, helping ensure promotional pricelist pages load correctly when prices are shown or hidden
Fixed Online store price list: The price list page now opens correctly when price display is restricted, so customers can view available pricing information without an error
Updated Documentation: Setup and testing instructions have been clarified and corrected, helping users prepare environments and run quick database tests with less confusion
Added Blog latest post date: Zelo now shows the most recent post date for each blog, making it easier to see when content was last updated. If a blog has no posts, the latest date is left blank.
Compatibility Docker build support: Zelo can now build Docker images without relying on a newer progress-display option, so older Docker versions continue to work reliably
Septembre 2025
Improved Installation reliability: Zelo’s deployment environment now uses safer service startup steps and no longer applies an unsafe disk-write shortcut, making installation and database preparation more stable
Improved Testing environment: Zelo’s test setup now supports a configurable network option. This helps validate updates more consistently before release.
Updated Documentation generation: AI-assisted documentation now follows stricter source-based guidance, so generated reference material is more accurate and less likely to include unsupported details
Improved Automated testing: Test execution now uses a consistent parallel worker count, giving more stable and predictable validation performance
Updated Documentation generation: The AI-assisted documentation flow now uses refined prompts for feature references, summaries, and Italian translation, producing clearer and more consistent Zelo documentation.
Improved AI-assisted documentation: Zelo now uses better AI prompts when generating documentation, producing clearer and more complete user manual content that is easier for customers to understand.
Improved Documentation generation: AI-generated Zelo documentation now uses clearer, user-focused wording and avoids unnecessary technical detail. This makes generated guides easier to read and better aligned with how customers use the system.
Improved AI-assisted documentation: The documentation assistant now uses refined prompts and optimized processing to create clearer, more complete feature descriptions, helping teams produce professional reference material for Zelo modules with less manual editing
Fixed Full setup validation: The automated full setup check for a fresh empty database now runs correctly. This restores reliable validation of the complete Zelo setup and database configuration sequence.
Improved Reference manual generation: AI-generated reference manuals now provide more thorough and consistent explanations of Zelo features. The updated generation guidance produces clearer, more detailed summaries, making it easier for users to understand module capabilities without technical noise.
Updated AI reference manual generation: The AI prompts used to create Zelo’s reference manual now produce clearer, more thorough explanations of each feature. The update also improves compatibility with OpenAI-compatible AI services, making documentation generation more flexible and easier to maintain.
Improved Reference manual generation: AI-generated reference manual sections now follow clearer guidance, producing cleaner and more consistent Markdown output. This makes it easier to review, convert, and publish Zelo documentation with less manual cleanup.
Updated System maintenance utilities: Zelo’s setup and testing tools now show clearer command descriptions. This makes it easier for administrators to run installation, configuration, and verification tasks with less confusion.
Improved Reference manual generation: The AI-assisted reference manual now uses updated prompts when summarizing Zelo functionality. This helps create clearer, more consistent descriptions of available features in the professional reference manual.
Improved AI-assisted reference manual: The documentation helper can now process longer sections and use more detailed guidance, so generated summaries are more complete and easier to review
Improved Reference manual: The functional reference manual now uses expanded content-generation instructions and a refined PDF layout, so the produced documentation is more complete, better structured, and easier to read
Updated Reference manuals: Zelo’s reference manuals and functionality summaries are now generated with improved AI prompts, producing clearer Italian descriptions, more complete feature explanations, and better-formatted PDF documents for easier reading
Improved Reference manual: The AI-assisted reference manual now generates clearer, more consistent module summaries, making it easier for users to understand what each Zelo feature does and how it helps day-to-day operations
Updated Reference manual: The reference manual now includes more complete summaries of Zelo’s built-in features, making it easier for users to understand what each module can do and how it supports everyday business processes
Improved Documentation generator: AI-assisted documentation now produces clearer, more consistent summaries of Zelo modules, helping users understand what each function does in plain language
Updated Monthly summary tooling: The internal tools that prepare monthly change summaries now process each log entry more consistently and assign the appropriate change tag. This makes it easier to produce clear, customer-ready monthly updates from Zelo’s development activity.
Updated Documentation preparation: Internal documentation preparation tools were updated to help create clearer, more consistent feature summaries and monthly update notes for Zelo
Added AI documentation summaries: Zelo can now generate concise, structured overviews of its modules, features, and data views, helping administrators and new users quickly understand what is available and how the system is organized.
Added Release notes assistant: Zelo now includes helper tools that collect recent change summaries and reword them into clearer monthly notes, helping customers quickly see what was added, fixed, or improved in the system.
Added Change summary tools: Zelo now includes utilities for organizing development history into monthly summaries and a structured changelog digest, making it easier to review recent updates
Août 2025
Updated Italian e-invoicing: Zelo now prepares Italian electronic invoices using a modern XML validation library instead of an outdated dependency. You can continue to create, validate, and export e-invoice files with the same functionality, while the process is more reliable and easier to maintain.
Fixed Email subject handling: Zelo now automatically replaces line breaks in email subjects with spaces when messages are created or updated, so email subjects remain valid and send without unexpected errors.
Updated Email service: Zelo’s SMTP mail delivery settings were refreshed for newer mail server components. Unused mailbox entries were removed to help system notifications and user emails run more reliably.
Fixed Fiscal year closing: Zelo now validates year-end closing account mappings using isolated sample accounts. This helps ensure revenue and cost balances are carried forward to the correct destination accounts without affecting live accounting records.
Fixed Database query logging: Detailed database query logging is temporarily disabled to prevent a logging level issue from causing unnecessary overhead, helping keep Zelo more stable and responsive
Updated Italian chart of accounts: The Italian accounting template has been updated with clearer account labels, corrected account groupings, and adjusted tax and reverse-charge settings. Companies using Italian localization can now start with a more accurate account structure, making journal entries, asset tracking, and tax reporting easier to manage.
Added Italian chart of accounts: The Italian localization now includes additional standard accounts in the default chart of accounts, making it easier to set up Italian businesses and record common financial transactions without manually creating missing accounts.
Updated Italian translations: Italian interface texts have been refreshed across core, CRM, website, and Italian localization features. Labels, messages, and help content now display more accurately for Italian users.
Fixed Declaration of intent validation: Zelo now checks that a manually selected declaration of intent is valid for the invoice date before the invoice is confirmed, showing a clear message if it has expired or does not cover the date
Juillet 2025
Improved Automated browser checks: Web-based validation checks now allow more time for complex Zelo pages to load, reducing false failures and making system updates more reliable
Improved Local test environment: The local test database now starts with a faster build process and clear progress feedback, making it easier to prepare test data quickly
Improved Container build performance: Zelo now builds containerized packages using the host network during setup. This reduces overall build time, so test and deployment environments are ready more quickly.
Compatibility Formula evaluation: Zelo’s secure formula handling now supports additional Python 3.11 operations, so calculated fields, filters, and dynamic values continue to work reliably in supported environments
Fixed Debian installation: Zelo on Debian now installs a required Python compatibility package during setup. This helps standard Python commands resolve correctly and reduces the chance of installation or update failures.
Fixed Website sitemap: Valid website pages are now detected more reliably when Zelo checks page address parameters. This helps the sitemap and internal link checks include pages with required address details instead of missing them.
Improved Upgrade reliability: Zelo upgrade checks now target the current release, so upgrade scenarios are validated against the latest system version. This helps ensure upgrades are more reliable and easier to roll out.
Fixed Web access reliability: Zelo’s web server now handles larger incoming request headers, reducing intermittent page load failures caused by oversized browser cookies or security headers. Users should experience more stable access to Zelo screens without needing to clear cookies or change browser settings.
Added Gmail integration configuration: Administrators can now enter the required Gmail API ID and secret in Zelo’s general configuration. This makes it easier to connect Gmail for email-related features and keeps the credentials in one place.
Fixed Gmail integration settings: Saved Gmail connection values are now preserved when Zelo updates the Gmail integration, preventing accidental resets of your configured Gmail account details. This keeps your existing Gmail setup working without needing to re-enter connection information.
Fixed Gmail connection: The setup alert now shows the correct Google service name when Gmail is not fully configured, helping you quickly complete the integration.
Updated Upgrade testing: Automated upgrade tests now start from a supported, buildable version of Zelo, so upgrade paths are validated against current release requirements. This helps ensure future upgrades remain reliable and ready for your environment.
Updated CRM lead deadlines: When a lead has no scheduled activities, Zelo now uses the lead’s own deadline date for its activity deadline. This helps sales teams see upcoming or overdue work more accurately in CRM views and lists.
Fixed Activity calendar: Calendar views now display reliably for records without an upcoming activity because the activity deadline defaults to the current date and time, so you can continue to schedule and review activities without missing entries.
Updated Debian package sources: Zelo now uses current Debian package repositories for required system components, making installations and updates more reliable on supported Debian environments
Juin 2025
Updated Timesheet invoicing visibility: Timesheet users can now see and use the manually invoiceable option on timesheet lines, allowing them to flag billable work for manual invoicing without waiting for a manager
Mai 2025
Updated Upgrade testing: The upgrade validation process now points to a temporary local build. This helps Zelo confirm that upgrades work correctly before a new version is released.
Added Bank receipt paid date: Zelo now automatically records the paid date on a bank receipt list once every related payment line is marked as paid. This keeps payment records accurate without requiring manual date entry.
Improved Automated quality checks: Zelo’s automated test runs now stop early when failures are detected, reducing unnecessary processing time and helping issues surface faster
Updated Italian translations: Italian interface labels and messages are refreshed across core, sales, and Italian bank receipt features. This makes Zelo easier to read and more consistent for Italian users.
Added Bank receipt list dates: RIBA lists now show a due date, automatically calculated from the earliest due date of the included receipts, and an accreditation date so you can track payment expectations more clearly.
Fixed Database preloading: Zelo now starts reliably even when a database cannot be reached during preload, logging a clear connection message instead of failing
Fixed Automated test execution: Internal quality checks now run with the correct default log level and use a more reliable parallel processing tool. This reduces inconsistent failures and makes test results easier to track.
Improved Automated quality checks: Zelo’s automated test suite now uses a more robust parallel execution tool and a cleaner default logging level. This helps the team run checks more reliably and review results with less noisy output, leading to faster issue detection.
Improved Automated quality checks: Zelo’s automated test runs now use the correct test logging level by default, giving the validation process clearer output and more reliable results for new updates.
Updated Website partner links: Partner pages on the website now add extra details to the web address more reliably, so contact and customer pages open with the correct information.
Updated Testing stability: We temporarily paused a few automated browser checks for manufacturing and rich-text editing that were failing on newer Chrome versions. This keeps the update process stable while we restore the full test coverage.
Compatibility Chrome browser support: Zelo is being updated to work smoothly with newer Chrome releases, including stable behavior for form fields, date pickers, and calendar views.
Removed Report translations: A mistakenly included Italian translation file was removed from the report language files. This keeps localized report output consistent and helps prevent unexpected conflicts when generating reports.
Improved Scheduled background jobs: Zelo now checks for pending scheduled jobs every 15 seconds, so automated tasks can start closer to their planned time. The background job runner also avoids starting new work while it is shutting down, making scheduled jobs more reliable.
Fixed Sales order totals: Sales order totals now recalculate consistently when order details change, so untaxed amounts, taxes, and totals stay accurate. This helps prevent mismatched amounts on sales orders and related documents.
Fixed Module uninstallation: Module uninstallation now correctly handles the optional uninstall password setting. If no custom password is configured, Zelo uses the expected default check, allowing modules to be removed without an unexpected error.
Fixed Sales invoice amounts: Remaining invoiceable amounts on sales orders now calculate from the discounted net price. This ensures customers see the correct amount to invoice after discounts and price adjustments are applied.
Updated Italian translations: The Italian language pack was refreshed across multiple Zelo screens, including sales, purchasing, website, mass mailing, and barcode sales/purchase operations. Users now see more consistent and accurate labels, buttons, and messages in Italian. This makes Zelo easier to read and use for Italian-speaking users.
Avril 2025
Compatibility Browser behavior: Zelo’s web interface now aligns image-related checks with the latest Chrome behavior, helping image fields display consistently for users on modern browsers. This keeps the customer-facing web experience stable as browser rules change.
Added Sale order billing totals: Sale orders now display Amount Invoiced, Amount To Invoice, and Net Amount To Invoice totals. These figures update automatically from order lines, making it easier to track how much has been billed and what remains to be invoiced.
Mars 2025
Added Partner categories: Partner categories now appear as colored tags in the partner list, making it easier to spot and manage customer, vendor, and other partner groups at a glance
Improved Search suggestions: Searchable fields now always show the “Search More” option when matching records are available, making it easier to open the full search dialog instead of relying only on the limited quick suggestions.
Updated Barcode sales and purchase upgrade: The module now upgrades more reliably because an outdated purchase order form layout is automatically removed before the update
Fixed Module migration: Zelo now runs the required migration steps when modules are updated, so data and configuration changes are applied reliably instead of being skipped during upgrades
Updated PostgreSQL configuration: The database setup now includes updated PostgreSQL 17 configuration settings. This helps Zelo deployments start and connect to the database more consistently when using the newer PostgreSQL version.
Removed Gmail integration: The default Zelo profile no longer includes the optional Gmail integration, keeping the core setup lighter. It remains available and can be installed separately when email-based workflows require it.
Fixed Claim calendar view: The claim calendar view has been hidden to avoid showing claims under the wrong deadline date. Customers can continue to track claims from the list and form views.
Added Gmail setup guide: You can now follow a clear guide to connect Zelo to Gmail. It explains the required Google project settings, credential details, and incoming/outgoing mail server configuration for email synchronization.
Fixed Gmail mail fetching: Gmail email accounts now connect reliably to the mail server, including POP3 setups, so incoming messages are fetched without configuration-related failures. The fix restores the correct mail server settings and connection behavior used by the Gmail integration.
Added Fiscal code visibility: The contacts list now displays each Italian partner’s fiscal code beside their email, making it easier to review tax identifiers without opening individual records
Added Google Gmail integration: The Gmail integration is now available as part of Zelo’s standard profile, letting users connect Gmail accounts and use email capabilities from Zelo workflows
Updated Gmail integration: Italian translations are now available for Gmail mail server settings, and minor configuration issues were corrected for smoother account setup
Added Contact list view: The contacts list now displays each contact’s assigned tags, helping you quickly identify customer, supplier, or internal groups at a glance without opening individual records.
Added Contact list VAT column: The contacts list now shows the VAT number for each partner, making it easier to verify tax IDs while reviewing customers, suppliers, or other contacts.
Updated Gmail email integration: An unused translation template for the Gmail connection was removed. This is an internal cleanup that does not change how users connect Gmail, send messages, or receive incoming mail.
Added Gmail mail integration: Zelo now supports connecting to Gmail for incoming and outgoing email using Google authentication. Mail server settings can be configured with Google credentials, allowing email synchronization and sending to work under Google’s current security requirements.
Added Import reporting: Custom importers can now write messages to the import report while processing. This gives users visible notes about what was imported, skipped, or requires attention.
Updated PostgreSQL compatibility: Zelo now uses PostgreSQL 17 for automated quality checks and as the default database client. This helps ensure the platform works smoothly with newer PostgreSQL environments and reduces unexpected issues during upgrades.
Fixed Barcode sales orders: Scanning a barcode now adds the product to the current sales order without replacing the lines already added. This keeps existing items, quantities, and discounts intact while building the order.
Improved Large record handling: Zelo can now process much larger result sets more efficiently, reducing the number of database round trips when browsing, filtering, or refreshing long lists. The system also supports larger single-step record lookups, so operations involving many records feel smoother and are less likely to hit internal limits.
Février 2025
Improved Large product catalog loading: Zelo now processes product template data in larger batches, so computed fields load more reliably for catalogs with nearly one million products
Fixed Barcode order entry: Adding products to a sales order by barcode now prepares the new line before saving it, so automatic product and discount updates are applied correctly. This makes barcode-based order entry more reliable and consistent.
Fixed Commitment date calculation: Sale orders now calculate their commitment date correctly even when the order date is missing, preventing errors while determining delivery promises from product lead times and stock availability.
Improved Record search dropdown: Related-record pickers now show up to five results and always include a Search More… option, so users can quickly scan the most relevant choices. This keeps dropdowns tidy while preserving access to the full search for finding additional records.
Removed Blog social sharing: Google+ sharing links have been removed from public blog pages because the service is no longer supported, leaving only current social sharing options for your blog posts
Removed Google+ social link: The company social profile no longer includes a Google+ field. This removes an unused social media option from the website settings and keeps the available links current.
Removed Google+ website social link: Zelo website settings no longer include a Google+ field, so sites can no longer display a Google+ social link while all other social channels remain available.
Removed Website company profile: The website company settings no longer include a Google+ account field, so Google+ links are no longer displayed on the website while other social accounts remain available.
Removed Website social links: Google+ has been removed from the available website social link options because the service is no longer supported. You can still add the other supported social profiles, such as Facebook, LinkedIn, X, and YouTube, to your Zelo website.
Removed Company social profile: The company profile no longer offers a Google+ account field, since the social network is no longer supported. Other social link fields, such as GitHub, LinkedIn, and YouTube, remain available for marketing and company pages.
Fixed Blog social icons: The GitHub and YouTube icons on your website blog now display correctly. Visitors can clearly recognize and click the corresponding social media links.
Fixed Website social icons: The YouTube and GitHub social media icons now display correctly on your Zelo website, so these brand symbols appear as expected in website footers and blog pages.
Removed Website social icons: The Google+ icon is no longer included in website mass mailing templates. Existing Google+ profile links will not display in the social icon row, while other social network links continue to appear as before.
Removed Blog social sharing: The retired Google+ sharing option is no longer shown on blog pages. Customers can continue using the remaining social links and RSS feed to share blog content.
Removed Website social links: Google+ has been removed from the social media links shown on public websites. Visitors will no longer see a Google+ icon among other social profiles, keeping the site aligned with currently supported platforms.
Removed Website sharing options: The Google Plus share link has been removed from public website pages. Visitors can now share content using Facebook, Twitter, LinkedIn, or email only.
Removed Website social sharing: Google+ has been removed from the website sharing options, so visitors can now share pages using Facebook, X, LinkedIn, or Instagram.
Removed Company social links: The Google+ profile field has been removed from the mass mailing company settings. This legacy social network option is no longer displayed or editable in Zelo, keeping company contact details current.
Removed Google+ social profile: The Google+ profile option has been removed from social media fields. Mailing settings now show only the supported social platforms.
Fixed Purchase order barcode scanning: The scan field on purchase orders is no longer available because it was not working reliably. Users can still use barcode scanning on sale orders to add products to order lines.
Improved Barcode order entry: Barcode scanning for sales and purchase orders now runs more cleanly because unnecessary debug output has been removed, helping keep system logs clear and making barcode order entry easier to support.
Fixed Barcode scanning on sales: Scanning a product now adds it to the sale order without disrupting existing lines, and the new line is filled with the correct price, taxes, and discount information
Removed Website social sharing: The Instagram option is no longer available in the website social sharing menu, so visitors can share content using the remaining supported networks
Added Instagram sharing: Your Zelo website can now include an Instagram option in the social share buttons, letting visitors share page links on Instagram. The option appears alongside the existing social networks and makes it easier for customers to share your content.
Improved Data import controls: The import screen now shows the Launch, Abort, and Reset actions only when they match the current import status, preventing users from starting a second import while one is already running. Completed or failed imports can be reset to prepare them for a new run.
Added Website email social links: Mass mailing emails can now display an Instagram icon in the header when an Instagram link is configured, giving recipients a quick way to visit your Instagram page.
Added Blog social sharing: Instagram is now available as a social link on your website blog, allowing visitors to connect with your Instagram profile directly from blog pages when the link is configured
Added Website social media: You can now add an Instagram profile link in the website Social Media settings. The link can be saved with other social network URLs and shown on the public website so customers can easily follow your company.
Added Website social links: You can now include an Instagram profile on your Zelo website. When the Instagram URL is set, the Instagram icon appears with the other social media icons in the website footer and opens the profile in a new browser tab.
Fixed Social Instagram support: Instagram is now properly recognized as a social link in Zelo’s mass mailing records, so you can include Instagram URLs in your marketing communications. This corrects a previous typo that could have stopped the Instagram field from working as expected.
Removed Website social sharing: Instagram is no longer shown in the website’s social sharing menu. Visitors can still use the remaining share links to share pages on supported networks.
Updated Product barcode labels: Product barcode labels for label printers now display the product code in bold, followed by the product name. This makes printed labels clearer and easier to match with inventory records.
Added Website social media: You can now add an Instagram link to your website’s social media section, and the X profile field now supports the updated X.com address format
Added Website social sharing: Your website’s social sharing options now include Instagram. Visitors can share your pages directly to Instagram stories, making it easier to promote your content from your Zelo website.
Updated Website social links: The website demo now includes an Instagram profile link, making it easier to keep all public social channels visible alongside the existing Twitter/X, Facebook, and LinkedIn links
Added Instagram company link: You can now add your company’s Instagram profile to the social media section, making it easier to share and display your Instagram presence in Zelo communications.
Added Social media support: Instagram is now available as a social link option in mass mailing. Users can include Instagram alongside other social networks when managing mailing records and related social fields.
Improved Product barcode labels: Product barcode labels now use a cleaner layout for 60×100 mm label printers, with better margins, consistent fonts, and a barcode sized to fit the printable area. This makes labels easier to read and less likely to be cut off when printed.
Updated Italian translations: The Italian interface has been refreshed across accounting, sales, purchasing, inventory, and related workflows. Users who select Italian now see clearer, more consistent labels, buttons, and messages, helping them navigate Zelo with less confusion.
Added Sales report measure: The sales report now includes a Net Amount To Invoice measure. It is calculated from the remaining quantity to invoice and unit price, so you can track unbilled sales value by line.
Improved Product label reports: Product barcode labels now include extra quality checks to help ensure the correct product name appears on printed labels
Added Product barcode labels: You can now print product barcode labels sized 60 x 100 mm for label printers. Each label includes the product name and a scannable Code 128 barcode for faster picking and inventory checks.
Updated Website social sharing: Website sharing options now use X instead of Twitter. This keeps social share links aligned with the current X branding while preserving the same sharing behavior for pages and snippets.
Updated Social media links: Website pages now show the X button instead of Twitter, and the button opens the X profile configured in your website settings
Updated Website blog social links: The blog social bar now supports X instead of Twitter, letting visitors open your X profile from the icon on published blog pages
Updated Website social sharing: The website social share option has been updated from Twitter to X, so visitors now share content to the X platform with the correct branding
Updated Website social icon: The website social icon for Twitter has been updated to use the X profile link. Visitors who click the icon are now directed to the X page configured in your website settings, keeping your public profile link current.
Updated Social links: The website social media links now use X instead of Twitter, keeping the company’s social profile links current for visitors
Updated Company social links: Zelo now uses X instead of Twitter in company social settings, so mailing content and company profiles reflect the current platform name.
Updated Social media profile: The company social media section now uses X instead of Twitter, so your profile links reflect the current platform name. This keeps Zelo’s social integration labels up to date.
Updated Website social media settings: The website configuration now shows X instead of Twitter in the social media section. You can enter your X profile link there, and it will be displayed to website visitors as your company’s X social link.
Updated Social media links: The company social media settings now show X instead of Twitter. You can update your X profile link, and it will appear in the relevant website areas.
Updated Website social media links: The website social media setting now uses X instead of Twitter, so your company’s X profile link is displayed correctly on your Zelo website
Updated Company social media settings: The social media field formerly labeled Twitter is now labeled X, and existing account information is preserved automatically
Updated Website social links: Your website’s social profile settings now use X instead of Twitter, ensuring the displayed social link matches the current network name for visitors.
Updated X account field: The company social media field formerly called Twitter Account is now shown as X Account. Existing X profile information remains available, and customers can keep their company profile up to date with the current social platform name.
Updated Social profile settings: The X social network option now replaces the old Twitter option in Zelo’s marketing and company social settings. Social links and profile details will display with current branding in emails and other mailing messages.
Added Instagram website link: You can now add an Instagram account to your Zelo website’s social links, so visitors can easily find and follow your brand directly from your site.
Added Company social profiles: Company settings now include an Instagram account field, so you can store your official Instagram handle alongside other social accounts. This makes it easier to keep company contact and brand details complete for mailing and other company information.
Janvier 2025
Improved Database query logging: Query logs no longer include extra debug stack traces, making database activity easier to review
Compatibility Email address extraction: Email addresses found in Zelo messages are now recognized more reliably after the Python 3.11 update. This preserves the existing behavior for valid-looking addresses that may not follow the strictest formatting rules.
Fixed Extended name search: Searches across extra record name fields now use the latest configured fields. This prevents stale or missing results after search field settings are updated.
Added Website Instagram link: The Zelo website now displays the Instagram link configured on the company record, letting visitors find your Instagram profile alongside your other social media links
Fixed Grouped invoice report: Invoice reports grouped by delivery now calculate line subtotals safely when a line has zero quantity. This prevents report errors and keeps totals accurate for users printing or exporting these invoices.
Added Purchase order list: Vendor reference and color-coded tags are now visible directly in the purchase order list, helping users quickly identify supplier references and group related orders at a glance
Fixed Product search in sales and purchase orders: The Product search field now checks the products listed on order lines, so you can filter sales and purchase orders by the items they contain instead of only matching a top-level order product.
Fixed Default support user setup: Zelo now creates the default support user with the complete set of intended access rights, including standard user, manager, and system permissions. This fixes an incomplete configuration that could prevent the support account from working correctly after setup.
Added Entersys support account: A dedicated Entersys Support user is now available by default, giving authorized support personnel administrative access to configure and troubleshoot Zelo when needed
Updated Sample data: Some generated products now include make-to-order and purchase routes. This makes sample orders better demonstrate demand-driven stock and automatic purchase suggestions.
Updated Purchase order line form: The form now shows invoice and incoming shipment details in one simpler section instead of separate tabs, making related purchase information easier to review
Updated Italian language support: The purchase and sale quotation splitting features now include updated Italian labels and clearer app descriptions, making it easier for Italian-speaking users to find and use the split or copy actions for selected quotation lines.
Updated Italian translations: Italian language labels have been refreshed across accounting, fleet, attendance, recruitment, marketing, and purchasing areas. This helps Italian users see more consistent translations for common fields, filters, and tag-related screens.
Removed Translation reference files: Unnecessary translation reference files were removed from Zelo. These files are used as starting points for translating Zelo into other languages, so removing them keeps future language updates cleaner without affecting normal use.
Added Purchase and sales splitting: You can now split selected lines from purchase orders, RFQs, and sales quotations into new documents, or extract lines while keeping them on the original order. This helps separate supplier or customer requests without manually recreating order lines.
Added Sale quotation splitting: You can now select individual lines on a sales quotation and create a new quotation from them, or copy selected lines to another quotation without removing them from the original. This makes it easier to separate customer requests, reissue specific items, or manage multi-part sales without manually recreating documents.
Fixed Sales order revisions: Duplicating or revising a sales order now works reliably, keeping the original revision details intact so users can create new versions without losing the previous order history
Added Company social media: You can now save your company’s Instagram account in the company settings, and the Instagram link will be shown alongside other social media profiles on your website.
Added Company social profiles: You can now add an Instagram account to your company details, so your website can display your Instagram link alongside your other social media profiles.
Added Purchase Order Tags menu: You can now open a dedicated configuration menu in the Purchase application to view and manage purchase order tags. This makes it easier to categorize purchase orders and keep purchasing workflows consistently organized.
Added Purchase order tags: You can now add colored tags to purchase orders. This makes it easier to organize and identify orders at a glance.
Improved Attendance analysis: The default attendance view now opens as a pivot table with check-ins grouped by day, and a new Last Month filter lets you quickly review previous-month attendance and worked hours by employee. This makes it easier to spot daily attendance patterns and compare employees at a glance.
Updated Italian translations: The Italian interface now uses clearer, more consistent wording across accounting, fiscal year closing, HR holidays, purchasing, and inventory features for Italian-speaking users
Added Purchase order stock availability: Purchase order lines now show the current available quantity for each product. This makes it easier for buyers to compare requested quantities with on-hand stock before confirming or adjusting an order.
Fixed Purchase order merge confirmation: The button in the purchase order merge assistant now displays “Merge” instead of “Done.” This makes it clearer that clicking the button will combine the selected purchase orders into a single order.
Added Purchase order tags: Purchase order tags now have dedicated list and form views, letting users see tag names and colors, create or edit tags, and use them to group and filter purchase orders more easily.
Added Italian language support: The purchase order merging feature is now available in Italian. Users can merge draft purchase orders or RFQs from the same vendor while instructions, confirmations, and error messages are displayed in Italian.
Added Purchase order tags: You can now add reusable tags to purchase orders to organize and identify them by type, priority, or business context. Tags can be applied to multiple purchase orders, making it easier to filter, track, and manage procurement activity.
Improved Purchase order merging: Merged purchase orders now keep a reference to the original orders for easier traceability. You can also choose to cancel the original orders instead of deleting them, preserving purchase history while consolidating lines into one order.
Added Purchase order merging: You can now combine multiple purchase quotations from the same vendor into a single quotation. This helps procurement teams consolidate related orders, reduce duplicate records, and manage approvals from one purchase document.
Updated Dropshipping purchase orders: Dropshipping purchase order lines without order points are now kept separate when sales order quantities change, preventing related lines from being combined into a single line. This makes it easier to trace the exact quantities requested for each dropshipped product.
Updated Purchase translations: Italian text in the purchase area was refreshed, including labels for purchase orders, vendor-related messages, and a new option to use sale order descriptions on purchase orders. This helps Italian users see clearer and more consistent wording when creating, reviewing, or linking purchase orders to sales.
Added Purchase order descriptions: When just-in-time procurement creates purchase orders from sales orders, you can now use the sales order line description on the purchase order line. A product-level setting controls this behavior, and Zelo keeps separate purchase order lines so different customer descriptions are not merged or lost. This gives suppliers the same product context entered during sales and reduces manual corrections.
Added Purchase tags: Purchase records now support a new tag class, allowing users to group and filter purchase tags by category. This makes procurement lists easier to organize and search.
Added Purchase order tags: You can now create custom tags to categorize and organize purchase orders in Zelo. Each tag has a name and a color, and duplicate tag names are prevented to keep your purchase records clear and consistent.
Fixed Sales and inventory settings: The sales and inventory settings page now displays its delivery, incoterm, and route options with a clearer layout and help text. This makes it easier for users to review and configure order delivery and routing settings.
Added Purchase order line details: When a purchase order is generated from a sales order, the purchase line now includes the related sales order line description. This makes it easier for buyers to see the customer request context and keeps lines from different sales order lines separate.
Fixed Sales stock traceability: Stock moves generated from sale order lines now retain the correct sale line reference, ensuring procurement, delivery, and reporting remain linked to the originating sale.
Fixed Fiscal year closing: A small typo in the fiscal year closing process has been corrected. This helps ensure that destination move lines are calculated correctly when closing accounting periods.
Updated Fiscal year closing progress messages: Progress messages shown while Zelo calculates closing balances and destination entries can now be translated. Users can follow the fiscal year closing process in their preferred language instead of seeing fixed English text.
Improved Fiscal year closing: Zelo now shows progress while calculating closing moves, balance lines, and destination move lines, making long closing calculations easier to monitor
Décembre 2024
Compatibility Debian 12 and Python 3.11 support: Zelo is being prepared to run on newer Debian and Python versions, including adjustments to web request handling and formula calculations. This helps keep Zelo compatible with modern server environments and eases future upgrades for customers.
Compatibility Debian 12 and Python 3.11: Zelo now runs on newer Debian 12 servers with Python 3.11. Web pages and templates continue to render reliably after the platform update.
Added Account tags list view: You can now view all account tags in a compact list showing their names and colors. This makes it easier to review and manage the tags used in accounting.
Updated Survey labels translation: The Italian interface now shows the survey labels section as Etichette instead of Tag, giving Italian users clearer and more consistent wording when managing survey labels.
Added Analytic tag colors: Analytic account tags now display their assigned colors in list views, making it easier to visually identify and organize records
Added Applicant tag list: Zelo now displays applicant tags in a list view. You can review tag names and colors while organizing recruitment candidates.
Compatibility Operating system support: Zelo has been adapted to run on Debian 12 with Python 3.11, so hosts can use newer system and runtime versions. This update helps maintain security, stability, and compatibility for all Zelo modules and integrations.
Added Event track tag colors: Event track tags now show a color field in both the list and detail views, making it easier to visually distinguish tags while managing event tracks.
Added Analytic tag colors: Analytic account tags now display their assigned color in both list and detail views, making it easier to visually identify and organize tags
Added Employee tag colors: You can now assign a color to each employee tag, helping HR users quickly distinguish employee groups in lists and forms
Fixed Fiscal year closing: Year-end closing entries now stay balanced when balances are transferred to destination accounts. This prevents unexpected discrepancies in the closing journal and makes fiscal year-end processing more reliable.
Added Product tag search: Product tag searches now include the color field, letting you filter tags by color directly from the search bar. This makes it easier to find and manage colored tags quickly in the product tag list.
Added Colored vault tags: Tags in the encrypted vault now show their assigned color in the list and detail views, making it easier to recognize groups and manage access entries at a glance
Added Blog tag colors: You can now set a color for each blog tag, and the chosen color appears in the tag list and tag editing form so team members can identify categories more easily.
Added Blog tag colors: Blog tags now support a color setting, making it easier to visually distinguish tag categories on website blog pages
Added Action tag list view: Zelo now displays action tags in a list view, showing each tag name and color. This makes it easier to review available tags for actions at a glance.
Added Campaign tag colors: Campaign tags now include a color field in both the list and edit views. This lets you visually identify and organize email campaign tags at a glance.
Added Vault tag search: Tag search now includes the color field, so users can see and filter vault tags by their assigned color. This makes it easier to identify and organize sensitive vault entries from the search bar.
Added Note tag color: The tag management screens for notes now display a color field. This lets you see and adjust tag colors directly while creating or editing tags.
Fixed Payment residual calculation: Canceled payment entries are now ignored when calculating the remaining amount due for sale payments, so customers see accurate outstanding balances when registering payments
Fixed Sale order payment balance: Canceled advance payments are no longer included when Zelo calculates the remaining amount due, so the payment balance shown on a sale order reflects only active payments and is easier to trust.
Improved Sales order tags: Colored tags now appear on sales orders and quotations in forms and list views, helping you quickly identify and prioritize important sales documents by color.
Fixed Email address detection: Zelo now extracts email addresses from text more reliably when newer system email libraries apply stricter parsing rules, so messages and contact details containing multiple addresses are recognized correctly
Added Vehicle tag list view: You can now view Vehicle Tags as a list in Zelo, with tag names and colors displayed for quick reference and easier fleet management
Added Vehicle tag color: The vehicle tag form now includes a color field, letting users view and manage tag colors directly in Zelo’s fleet module
Novembre 2024
Added Contact tag colors: You can now assign a color to contact tags in Zelo. This makes it easier to visually distinguish customer and vendor categories in lists and forms.
Added Contact tag colors: The contact tag list now displays each tag’s color alongside its name. This makes it easier to visually distinguish and manage customer groups in Zelo.
Added CRM lead tags: Lead tags now show their assigned color in the tag list, making it easier to spot and organize them while managing opportunities
Fixed Database transaction handling: Zelo no longer attempts to create savepoint markers on connections that commit changes immediately. This prevents an error that could interrupt certain background database operations.
Fixed Manufacturing tag permissions: The missing access rules for manufacturing tags are now included. Manufacturing users, inventory workers, and manufacturing managers can now view and manage tags without unexpected permission errors.
Added Project tag colors: Project tags now include a color option in the tag form and search view, so you can visually identify and filter tags by color in Zelo
Added Action tag colors: You can now assign a color to each management system action tag, and use that color in the tag search view to visually organize and filter related actions.
Updated Project workspace: Zelo now excludes local editor settings from version-controlled project files. This helps teams avoid accidental conflicts and keeps personal workspace preferences from being included in project updates.
Added Issue tag colors: Issue tags now include a color field in both the search and form views. You can assign colors to issue tags and use color to filter or identify them more quickly in project workflows.
Updated Workspace settings: Personal code editor settings are now kept out of shared project files. This lets developers customize their local development workspace without unintentionally affecting shared configuration.
Fixed Invoice line tax updates: Taxes and tax-adjusted prices are now applied line by line, so multiple invoice lines use the correct product, company, and fiscal position instead of sharing the same tax settings. This helps ensure invoice totals and tax amounts are accurate when creating or editing several lines at once.
Fixed Sale order payment balance: The remaining amount due on sale orders now calculates correctly when multiple orders are processed together. Confirmed customer payments are now subtracted from each order’s total accurately, so users see the correct outstanding balance.
Octobre 2024
Updated PDF report generation: A safeguard was added to help limit concurrent PDF conversion processes, reducing the risk of slowdowns when many reports are generated at once
Fixed Sale order report layout: Address headings on printed sale orders now display in the correct positions, making billing, shipping, and addressee details easier to read on the document
Fixed Sample data generation: Sample data creation now uses fewer concurrent tasks, reducing the chance of temporary freezes when PDF documents are being generated. This makes bulk data generation more reliable in environments with multiple background workers.
Fixed Test data setup: A small wording issue in the test-data setup notes was corrected. This makes the sample-data stress-test instructions clearer and easier to follow.
Fixed Inventory translations: Italian labels for lot and serial number creation sequences now display correctly in inventory screens. This helps Italian-speaking users manage batches and serial numbers with clear, accurate wording.
Added Lot number sequences: You can now assign a custom lot or serial number sequence at the product category level. When a new lot is created, Zelo uses that category sequence unless the product has its own sequence, helping teams keep numbering consistent across related products.
Fixed Installation environment: The installation environment is now defined correctly, so system setup and update steps run more reliably without manual intervention
Updated Database setup: Zelo now blocks unsupported PostgreSQL 17 client packages during automated installation. This prevents the setup process from installing an extra database client version that is not part of the supported environment, helping keep database connections stable and reducing the risk of compatibility problems.
Added Product margin insights: Zelo now includes product margin functionality in the base profile, allowing users to view the difference between a product’s cost and selling price. This helps teams identify low-margin items and make more informed pricing decisions.
Updated Italian translations: Italian interface labels were reviewed and cleaned up, removing outdated language entries and keeping core Zelo terms consistent for Italian users.
Fixed Italian invoice message: Zelo now displays the correct Italian message when an invoice with a negative total is validated, helping users understand that a credit note should be created instead.
Updated Italian translations: Italian language support in Zelo was reviewed and expanded, so interface labels, module descriptions, and stock operation terms now display more consistently for Italian users
Added Manual stock reservation: You can now reserve available stock for an inventory transfer by manually choosing the source locations and quantities, giving warehouse teams clearer control over which stock is used.
Fixed Corrispettivi invoices: Corrispettivi invoices now automatically assign the default public customer, so they are created in Zelo with the expected partner and avoid blank or inconsistent customer data.
Fixed Corrispettivi creation: Creating a corrispettivo from the Italian corrispettivi menu now opens the intended invoice screen with the proper layout and defaults. This prevents an unexpected form or list screen from appearing when adding cash-receipt invoices.
Updated DDT report product descriptions: The DDT report now shows the product description from the related sale order, so the printed document matches the wording used on the sale instead of the product’s default sales description
Fixed Invoice total editing: Invoice totals can now be adjusted to negative values while editing, so you can correct incorrect amounts instead of being blocked by an automatic validation message
Added Sale payment info: The payment information tab on sales orders now displays the remaining amount due, helping users quickly see what is left to collect before completing a payment
Removed Barcode picking: Removed an unused internal owner-assignment step from barcode picking processing. Barcode scanning and inventory owner handling remain unchanged, keeping the workflow cleaner and easier to maintain.
Updated Test data generation: The default base record count used to scale sample data is now lower, producing smaller default data sets. This makes test and demo environments lighter and quicker to initialize while still allowing scaled-up data sets when needed.
Added Local report images: LaTeX-based reports can now include images stored within Zelo. This makes it easier to show logos, stamps, or other graphics directly from local files without relying on web links or record attachments.
Fixed Calendar sync stability: The calendar synchronization component is now locked to a known stable version, reducing unexpected issues when syncing calendars and contacts with external devices.
Updated Italian translations: Italian interface text is refreshed for core settings and product margin reports. Menus, fields, and report labels now use consistent Italian wording across Zelo.
Updated Italian translation: Italian wording for email campaign and product margin report screens has been refreshed, keeping labels consistent and easier to read in Zelo
Updated Italian translations: Zelo’s Italian interface text has been refreshed across many areas, including accounting, inventory, human resources, quality, and website features. Labels, messages, and report headings now align more consistently with the current Zelo terminology, so Italian users see clearer and more accurate translations.
Updated Italian localization: Italian interface texts have been refreshed across core and accounting areas so menus, fields, messages, and reports display consistently in Italian
Fixed Extended name search: A small correction was made to the extended name search area, helping ensure that searching records by extra searchable fields continues to work as expected. This keeps search results consistent when additional fields are enabled for lookup.
Fixed Translation import: French translation files now import more reliably when internal reference identifiers change, helping ensure translated terms are stored and verified correctly
Fixed Field registration: Zelo now registers field references only when a module is associated, helping prevent duplicate or unnecessary field entries during installation and upgrades
Fixed Record reference updates: Existing records now update reliably when their internal reference changes, keeping saved links and data references accurate. This helps prevent unexpected mismatches after system or module updates.
Fixed Record references: Existing records now get their unique internal references updated correctly, so saved links and data references continue to point to the right records after changes. This helps prevent broken references or duplicate entries when Zelo updates its internal catalog of records.
Fixed Field reference generation: Zelo now creates unique field references in a more predictable way, preventing conflicts when similar fields are used across different business objects. Existing references are automatically updated to the new references, so saved views, reports, and translations keep working as expected.
Fixed Language setup during installation: Zelo now avoids applying a single-language shortcut while modules are being installed, so language-specific field values are less likely to be overwritten unexpectedly
Fixed LaTeX report generation: Zelo now correctly preserves the report context when generating LaTeX reports, so language and other report settings are applied as intended instead of being ignored
Updated Report translations: Production order and stock lot barcode reports now display translated labels and headings in supported languages. Italian users will see clearer local terminology, such as translated production order titles and corrected lot labels, when printing or previewing reports in Zelo.
Added Italian report templates: You can now generate Italian manufacturing order and stock lot barcode reports in Zelo. These localized report layouts use the same translation handling for HTML and XML report formats, so labels and fields display consistently.
Updated Production and lot barcode reports: Zelo’s print reports for production orders and lot barcodes now generate more reliably. Production orders without a linked sales order no longer cause missing barcode issues, and lot barcode labels now clearly show the lot number alongside the barcode and QR code.
Fixed Stock report validation: A quality check for lot-based stock reports now validates the correct product type, helping ensure reports for tracked inventory items remain reliable
Updated Lot barcode labels: Lot and serial barcode label reports now use the dedicated LaTeX report definition, helping ensure labels generate consistently when printing from stock lot records
Updated Production order report: The production order report now displays the heading “Production Order” instead of the previous Italian label, making the report clearer and more consistent for English-speaking users
Improved Manufacturing order report: Production order reports now use clear English labels for sales order, partner, dates, quantity, and production notes, making them easier to read
Added LaTeX report generation: Zelo now generates polished, LaTeX-based PDF reports for manufacturing orders and stock lot barcodes. These reports provide a consistent layout, cleaner tables, and print-ready formatting from the manufacturing and inventory areas.
Added Product and category names: You can now include line breaks in product and product category names. Zelo no longer replaces line breaks with spaces when you create or edit these records, so multi-line names are preserved exactly as entered.
Added Barcode support in reports: Report templates can now include scannable barcodes directly, so Zelo generates the barcode from the selected data and embeds it in the final report output.
Fixed Survey report template: The standard survey report now generates more reliably with the company logo, fixing a small layout template issue that could affect the printed report. The report’s header and logo placement now appear as intended in generated survey documents.
Fixed Record pack cleanup: Temporary ZIP attachments are now removed safely even if the attachment has already been deleted, preventing failed cleanup after downloading record packs
Improved Secondary unit upgrade: Upgrades now apply secondary unit settings more efficiently by updating only products that use secondary units of measure, resulting in faster version migrations.
Fixed Module updates: Zelo now runs module update scripts only when the module version itself changes, preventing unnecessary migration steps during major platform updates
Improved Stock transfer descriptions: Stock transfer descriptions now support longer text, allowing users to record more detailed notes for each transfer. The description field is also visible directly on the default transfer form, making it easier to review transfer details at a glance.
Updated Picking destination details: The “Related Moves” field on inventory lines is now read-only, so users cannot edit this reference information directly. It remains available for review, helping keep picking destination data consistent.
Fixed Italian delivery notes: Italian labels and descriptions on delivery note documents now display correctly, giving users a complete and readable Italian experience when viewing or printing delivery notes.
Septembre 2024
Updated Transport document report: The Net Weight field now displays the bulk weight value, so printed and previewed transport documents show the total shipment weight instead of the individual item weight
Added Additional shipment weight: You can now specify an extra weight on a delivery order, and Zelo can use that value when estimating shipping costs. This helps ensure carrier charges are calculated more accurately for shipments that include extra weight beyond the standard package weight.
Fixed Inventory adjustment screen: The lot or serial number field now appears before the quantity field, so you can select the relevant lot first and then adjust the quantity more naturally.
Added Delivery note reports: Delivery notes now show a Notes column when any product line has a note, so item-specific details appear directly on the printed or exported report.
Updated Inventory move notes: The note field on stock move lines is now visible in inventory move and transfer views, so users can see contextual notes directly while processing or reviewing stock operations
Updated Picking notes: The notes label on transfer lines is now shown as Order Notes, and transfer reports now display the line note together with the combined order notes for clearer documentation
Fixed Sales order report layout: The requested date and secondary unit details now appear in the correct position next to the quantity on sales order reports. This makes printed and PDF sales orders clearer and keeps related values aligned.
Fixed Sales team order numbering: Sales teams now recalculate their order sequence code only when a team name exists, so sales orders and quotations keep consistent numbering even if a team has no name yet
Fixed Sale order cancellation: Canceling a sale order now checks linked manufacturing orders and prevents cancellation when production is already in progress, showing the affected production order names so users can resolve them first.
Fixed Inventory settings: The Advanced Scheduling section now shows the sales lead-time option again. This restores the missing setting so customers can configure expected customer lead times and the settings page works correctly during upgrades.
Updated Italian e-invoice messages: Users working in Italian now see clearer wording when handling incoming e-invoices. The notice for an already imported file is also more informative, helping users understand why a duplicate file is not processed again.
Improved Duplicate import alert: When you try to import an Italian e-invoice file that has already been imported, Zelo now shows the file name in the warning, making it easier to identify the duplicate upload.
Fixed Italian report wording: The Italian translation for the sequence number on delivery lines is now corrected, so report settings and related labels display the proper wording for Italian users
Added Manufacturing order filter tags: You can now assign a dedicated filter tag to each manufacturing order, in addition to its existing colored tags. This makes it easier to filter, color-code, and group orders in the list, detail form, board, calendar, and timeline for faster production tracking.
Added Production tags: You can now create custom, color-coded tags for manufacturing orders. This helps teams categorize, identify, and filter production work more easily in Zelo.
Added Work center selection: You can now choose the work center directly on a work order, making it easier to assign manufacturing operations to the correct station or resource
Added Manufacturing routing: Production orders can now be assigned a routing manually instead of being locked to the bill of materials. Zelo still suggests the matching routing when you select a bill of materials or create an order, so you can override it when a different set of operations or work centers is needed.
Fixed Inventory settings page: The inventory settings layout now restores a hidden lead-time section, helping upgrades complete smoothly without missing page elements
Updated Purchase and sales scheduling settings: The settings pages now correctly display advanced scheduling options, such as vendor lead-time buffers and customer promise-date buffers. This makes it easier to configure procurement and delivery timing without missing important controls.
Improved Inventory and purchasing settings: Advanced scheduling options now appear reliably in the settings pages, making vendor lead-time settings easier to find and adjust when configuring automatic purchase orders
Fixed Purchase settings layout: Purchasing options now appear in the correct section of the settings page. This makes it easier to find and adjust vendor lead time settings when planning purchase orders.
Fixed Purchase settings page: The vendor lead time option now appears correctly in the purchase settings, letting you enable it and set how many days earlier purchase orders should be scheduled to account for vendor delays.
Fixed Production and work order screens: The procurement group now appears on the production order and is no longer shown on the work order, keeping manufacturing details in the appropriate place
Added Manufacturing order details: The manufacturing order form now displays the linked procurement group, giving planners a clearer view of how production material needs are grouped for purchasing and supply follow-up
Fixed Sales order cancellation: Cancelling a sales order now reliably cancels all linked manufacturing orders in the same procurement group, so production work tied to the order stops consistently.
Added Sales order cancellation: Canceling a sales order now also cancels related manufacturing orders, including those generated through the sale’s procurement flow, so production work tied to a canceled sale is stopped automatically
Removed Inventory settings: Unused inventory configuration options have been removed from the settings page, including legacy controls for product ownership and advanced scheduling. The page is now cleaner and easier to use, while normal inventory tracking and scheduling continue to work as before.
Fixed Sales order date planning: Manually set requested dates now factor in security lead and customer lead times. Planned dates are calculated consistently whether the date comes from the order or is entered directly on a line.
Added Sales stock traceability: Stock preparation records created for a sale order line now keep a direct reference to that line. This makes it easier to trace stock movements and fulfillment status back to the exact product line on a customer order.
Added Lot descriptions: You can now add a free-text description to each lot or serial number. This note is saved with the lot record and appears on the lot form and inventory list, helping teams identify tracked items more easily.
Fixed User presence updates: Presence status changes now handle rare temporary data conflicts gracefully, preventing unnecessary error messages and keeping user availability information reliable
Improved System logs: Log entries now show the database and component in a cleaner grouped format. This makes it easier to trace activity and identify where an issue occurred within Zelo.
Added Work order timeline: You can now view manufacturing work orders in a timeline view to see planned start and finish times grouped by work center. This makes it easier to monitor operation sequencing and production progress at a glance.
Added Manufacturing timeline view: You can now view manufacturing orders in a timeline to see planned start and finish dates at a glance. The timeline groups orders by routing and shows the product, quantity, and notes for easier production scheduling.
Updated Italian translations: Italian interface text in the Inventory and Manufacturing areas has been reviewed and refreshed. Users now see clearer and more consistent labels, statuses, and confirmation messages when using Zelo in Italian.
Added Work order notes: You can now add internal notes directly on manufacturing work orders. These notes help teams record production instructions, quality checks, or follow-up details, and they are visible on the work order form and in the production calendar for quick reference.
Added Manufacturing order scheduling: The planned completion date now appears on manufacturing orders and is used as the end date in the calendar. This makes it easier to see the full scheduled production window and track when work is expected to finish.
Added Custom lot/serial sequences: You can now assign a dedicated numbering sequence to a product template in the traceability settings. Zelo will use that sequence automatically when creating lots or serials for the product, and it will continue to use the standard lot/serial sequence if none is selected.
Added Raw material view: The raw material list in manufacturing now shows the owner of each material when owner tracking is enabled. Users can see at a glance who owns the materials being used in production, making it easier to manage production orders and trace material responsibility.
Fixed Production order actions: The Produce button now appears reliably when a manufacturing order is ready to be processed. Users can start production without being blocked by an outdated inventory status check.
Updated Potential quantity calculation: Potential stock quantities now show 0 instead of negative values when a manufactured item depends on service or consumable components, giving planners a clearer and more accurate view of production capacity.
Fixed Product availability: Zelo now correctly shows zero available production quantity when a product’s bill of materials has no usable components, preventing misleading negative values in stock availability calculations
Fixed Inventory moves list: The default list of inventory moves now shows the product and move description first, followed by expected and actual dates, making it easier to identify stock movements at a glance
Improved Production order stock moves: The destination stock moves list on production orders now takes up more space in the Stock Moves tab. This makes it easier to view and manage the moves created for manufactured items.
Added Manufacturing Order destination moves: The manufacturing order form now includes a Destination Moves tab. Users can see the stock moves created for finished products, including destination location, quantity, and status, without leaving the order.
Updated Stock move lists: The move description is now visible in stock move list screens and transfer detail lines, so you can identify each move without opening its full record. Product information is also displayed consistently when reviewing or editing transfer lines.
Août 2024
Removed Italian bank directory: Zelo no longer includes the built-in list of Italian bank branches with ABI/CAB codes and addresses. If your workflow relied on this preloaded bank data, please import or maintain bank records manually before upgrading. This keeps bank information under your direct control and avoids shipping potentially outdated branch data.
Removed Bank data file: The Italian bank CSV data file is no longer automatically loaded during setup. Banks can be configured and maintained through the normal bank settings in Zelo
Fixed Italian bank codes: ABI and CAB codes for Italian bank branches are now corrected. This improves matching of bank details on invoices, payment files, and imported bank statements.
Juillet 2024
Fixed Local Git repository sync: Local Git repository fetches now use the latest configured remote URL before downloading updates, ensuring repositories pull from the correct source after a remote address change
Improved Shop product availability: Product pages now display the quantity that is currently available and not already reserved, giving shoppers a clearer view of what can be ordered. The add-to-cart button and quantity limits now follow this available stock, reducing out-of-stock surprises.
Updated Italian sales translations: The Italian language pack for Sales has been refreshed so interface labels, notifications, and customer-facing messages are clearer. Italian users now see consistent wording across quotations and sales orders.
Updated Database upgrade: Database upgrades now automatically refresh the core profile settings by removing and re-adding the base profile configuration. This helps keep profile-related settings consistent after a system update.
Fixed Sales order reports: Sales order documents now display customer, invoicing, and shipping addresses more clearly, with dates shown in a consistent and readable format
Updated Report PDF handling: Zelo now documents how report generation behaves in constrained testing environments, falling back to an HTML preview so report templates can still be checked even when full PDF rendering is not available.
Fixed Italian bank receipt reports: Bank receipt list documents now render and save more reliably, so summary documents are ready for printing or export without unexpected failures
Improved Calendar: Calendar meeting fields now include helpful guidance and clearer Italian translations, making it easier to understand and complete event details
Fixed Report content checks: HTML report output is now converted to readable text before validation, so report previews and checks work correctly even when the report is returned as encoded data
Updated Report rendering: PDF report generation now temporarily falls back to HTML output when the usual PDF rendering path is unavailable, helping keep reports accessible while we finalize a fix for a rendering issue
Updated Holiday and product reports: Automated validation for holiday summary and product price list reports has been re-enabled, helping maintain reliable report generation over time
Updated Holiday reports: Automated checks for department and employee holiday summary reports are temporarily paused while we investigate a rare case where the report can open with no printable content. This does not change how time off is requested, approved, or viewed.
Fixed Test environment setup: A minor typo in the automated test setup was corrected. This ensures test folders are prepared correctly when multiple module tests run at once, helping the team validate Zelo changes more reliably.
Updated Pricelist report: We temporarily paused an internal quality check for the product pricelist report while we investigate a hang. Customers can continue to use the pricelist report normally while the issue is reviewed.
Updated Sales order report layout: The quotation and sales order document layout has been reorganized so billing, shipping, and customer information display more consistently when printing or exporting PDFs. This improves the reliability of sales reports and makes it easier to review order details before sending them to customers.
Improved Report validation: Zelo can now run additional content checks on rendered PDF and HTML reports, helping teams catch missing or incorrect text before reports are shared
Updated Automated test reports: Test reports are now saved to the standard temporary folder by default, so users running Zelo tests no longer need to specify a report directory unless they want a custom location
Fixed Automated test reporting: Automated test runs now create the required report folder before starting and save test reports, screenshots, and screencasts in the expected location, making it easier to find and review results after module tests complete
Updated Italian localization: Italian translations across Zelo modules have been refreshed and reviewed, so menus, forms, reports, and system messages now display more accurately and consistently for Italian users
Fixed Payment destination account: Payments without linked invoices now retain the correct destination account when a customer or supplier default ledger account is missing. This prevents blank destination accounts and helps non-transfer payments post to the intended customer or supplier ledger.
Added Sale order payments: You can now register advance payments directly from a sale order. Payments are linked to the related sale order, helping sales and finance teams track customer payments before invoicing.
Fixed Invoice fiscal position: Changing the fiscal position on an invoice no longer causes an error when no line items are present, allowing tax settings to be applied smoothly while the invoice is being created
Added Invoice tax recalculation: Changing the fiscal position on an invoice now automatically recalculates the taxes on each invoice line, so tax totals immediately reflect the selected tax rules and reduce manual corrections.
Fixed Italian bank receipts: The total amount label on RIBA lists now displays correctly without an extra underscore. Users can see a clean, professional total value when reviewing bank receipt documents.
Fixed Presence updates: Online presence updates now handle harmless concurrency errors more quietly when multiple sessions refresh status at the same time, reducing unnecessary log noise while keeping presence information working smoothly
Added Related move updates: You can now manually recalculate suggested origin and destination stock moves from the picking form using a new button. The related-move labels and messages are now translated into Italian, helping teams track connected warehouse movements more clearly.
Improved Stock transfer destination suggestions: Zelo now skips completed or cancelled transfers and only matches outgoing or incoming transfers when suggesting likely source and destination moves. Users can see more accurate transfer links and related sales or purchase orders.
Improved Inventory movement details: Destination and origin information on inventory lines now includes connected sales and purchase order names more reliably. Users can trace each quantity to its source and destination even when some linked records are incomplete.
Fixed Inventory move tracking: Destination and source summaries for inventory moves now handle missing linked picking, sale order, or purchase order names gracefully. Users can still see product quantities and related document references without broken or incomplete labels.
Fixed Picking report: The picking report now always displays the Related Pickings and Notes column headers. This fixes missing column headings when product images are hidden in the report.
Fixed Picking report internal notes: The unified internal notes column now displays correctly on picking reports. This ensures consolidated notes are visible when users preview or print transfer and delivery documents.
Fixed Inventory line move suggestions: Suggested incoming and outgoing moves now calculate correctly while an inventory line is being edited. Users can see matching open stock moves immediately, before the line is saved.
Fixed Invoice journal defaults: Zelo now enables invoice line grouping by default for customer invoice and vendor bill journals when setting up accounting charts, including Italian and point-of-sale journals. This means new companies get cleaner, consolidated invoice lines without manually changing journal settings.
Added Fiscal year date ranges: A new wizard is now available in the accounting configuration menu to generate recurring date ranges in bulk. You can use it to create periods such as months, quarters, or fiscal year intervals without adding each range manually.
Fixed Picking report layout: The line-item table on picking documents now places related pickings and unified internal notes in the correct columns. This makes printed or previewed picking reports complete and easier to use when checking transfer details.
Added Purchase order date: A new purchase setting lets you automatically use the confirmation date as the purchase order date. When an order is confirmed, Zelo can set the order date to today, making the approval date easier to track.
Updated General Ledger report: Dates are now shown in a slash-separated format for easier reading, and the report uses the standard layout so printed and PDF versions look more consistent.
Updated Accounting standard reports: Standard accounting reports now use the external report layout, so generated documents include the company header, footer, and branding configured for external reports
Improved General Ledger report: The General Ledger report now uses the standard external report layout, so printed and PDF versions align with other customer-facing reports and include the usual company header and footer styling.
Added Picking destination tracking: Zelo now suggests the likely destination and origin for picking move lines, helping warehouse users see where each transfer is headed and where it came from. This makes picking documents easier to review and reduces errors in multi-step inventory movements.
Fixed Failed email messages: Failed outbound email messages are no longer automatically removed when the related document cannot be found. Users can now review delivery errors in the email log and retry or resolve the issue instead of losing the message.
Improved Background data processing: Zelo now waits longer before retrying operations that encounter temporary conflicts and uses a more balanced processing pace. This helps reduce failed updates when many records are changed at the same time.
Improved Database logging: Database query processing now writes less unnecessary debug information to the logs, keeping system logs cleaner and easier to review.
Improved Session reliability: Zelo now automatically retries a few times if a temporary database issue prevents a user session from being saved or cleaned up. This helps reduce unexpected sign-outs and keeps active sessions more reliable.
Improved Session security: Secure cookie and session handling now use a refactored local session store, so Zelo validates browser sessions more consistently and reduces unnecessary cleanup work during normal use
Updated Session handling: Zelo now uses a locally maintained secure session store for user login sessions. This makes session cookies more consistent and easier to maintain across Zelo updates.
Fixed Error handling: Standard error labels no longer require an active database connection, so Zelo can display clear error messages even when a database operation fails unexpectedly. This makes failed actions report more reliably instead of hiding the original problem.
Juin 2024
Fixed Bulk database loading: Large data imports now work correctly because Zelo can use the database’s built-in bulk copy operation, making bulk record loading more reliable and efficient
Fixed Database session cache: Zelo now restores its session-level data cache during database operations, so repeated reads of the same information are faster and more reliable
Improved Invoice posting: Posting customer or vendor invoices now automatically retries if a temporary invoice-number conflict or concurrent processing issue occurs, making busy invoice validations more reliable
Improved Sample data generation: Generating sample projects and related records is now more reliable when the database has temporary concurrency conflicts. The project count now follows the intended scale, so test and demo datasets are more complete.
Improved Sample data generation: Creating demo records such as attendances, leaves, tasks, timesheets, purchase orders, and sales orders now uses a shorter and more consistent pause when a retry is needed, making sample data setup more reliable and reducing unnecessary waiting.
Fixed Database reliability: Zelo now prevents rare hangs when reading database query results. This keeps reports, lists, and other data views responsive.
Updated Error handling: Zelo no longer silently retries failed database operations. Users now see the underlying error immediately, which makes failures easier to understand and resolve.
Improved System logs: Zelo no longer records unnecessary error messages while recalculating record values, keeping internal logs cleaner during routine updates
Fixed Database transaction error handling: Failed database transactions now produce correctly initialized error messages, so users receive a clear and accurate notification when a transaction cannot be completed
Improved Database connection handling: Database queries now check active connections more efficiently, reducing unnecessary logging and giving clearer error details if a query is attempted after a connection has closed.
Improved Demo data generation: Creating sample records now recovers more reliably from brief database transaction conflicts, so bulk demo tasks, timesheets, orders, and attendance entries are less likely to fail.
Improved Database transaction handling: Zelo now handles database session and transaction issues more consistently, helping failed saves or updates be diagnosed and retried more reliably
Fixed Test data generation: Test data generation now recovers from temporary database conflicts and duplicate picking-name validation issues by retrying affected operations with a short delay and using fewer parallel workers. This makes bulk sample-data creation more stable and less likely to stop mid-run.
Improved Database error diagnostics: Zelo now records clearer details when a database operation fails, including the action being performed and the sequence of events leading to the issue. This helps support teams identify and resolve save or update problems more quickly while keeping normal operations unaffected.
Improved Concurrent data operations: Zelo now handles temporary database conflicts more gracefully. When multiple users or processes briefly access the same data, Zelo retries the action a limited number of times and stops sooner if needed, making saves and background operations more reliable.
Improved Project satisfaction ratings: Project and task happy percentages now recalculate from the latest task ratings, so managers see a more accurate and consistently updated view of customer satisfaction.
Fixed Database transaction handling: Zelo now handles temporary transaction checkpoints more reliably and reports closed database connections with a clearer internal error. Complex, multi-step record operations can now roll back individual steps without leaving stale transaction markers behind. This reduces unexpected failures when saving or updating records.
Improved Sample data generation: The built-in sample-data generator now creates HR sample records more reliably and faster. It can retry attendance and leave entries when temporary conflicts occur, which reduces failed records in demo or test environments.
Improved Project code generation: New projects now receive a valid unique code even if the initially generated code conflicts with an existing one, making project creation more reliable when saving project records
Fixed Product barcode generation: Automatic barcode assignment now handles conflicts more reliably, safely undoing a partial change and retrying instead of leaving the product in an inconsistent state
Improved Project key duplicates: Zelo now resolves duplicate project keys by adding a short unique suffix instead of repeatedly retrying, so project creation is faster and more reliable. This helps users create multiple projects at the same time without running into duplicate key errors.
Improved SQL error diagnostics: Database errors shown in Zelo’s debug mode now include the query that was being run and a clearer trace of where it originated. This helps support teams identify and resolve data access issues faster.
Fixed Project key generation: Zelo now automatically retries generating a project key if a temporary duplicate is detected while saving a new project, helping prevent creation errors when several users start projects at the same time
Fixed Product barcode generation: Automatic EAN barcode creation now retries only a limited number of times if a generated code conflicts. This prevents product saves from hanging and gives a clear failure when a unique barcode cannot be assigned.
Added Default user access: The default user template now includes full access to management system and product repair, so users based on that template can immediately use and manage these features without extra permission setup
Fixed Attendance PIN validation: PIN-protected attendance now validates the correct PIN during clock-in and clock-out, including cases where an employee has no linked account or another user is checking them in. This ensures PIN requirements are applied consistently and reduces incorrect PIN warnings.
Improved Sales order availability: The available quantity displayed on sales order lines is now calculated more consistently, giving you a clearer view of stock that can be promised even after inventory changes or when multiple orders reserve the same product
Fixed Sale order available quantity: Available stock on sale order lines is now calculated using the correct warehouse for that order, so sales teams see more accurate quantities when reserving products
Fixed Report table alignment: The clean report layout now respects the intended alignment and spacing of report tables. This prevents forced left/right alignment and fixed column widths from distorting report content in printed or PDF reports.
Fixed Sales follower automation: The setting that disables automatic partner followers on sale orders now correctly interprets “False” as off, so partner subscriptions and emailed quotations work as expected when automatic following is not enabled.
Improved Sales margin highlighting: Negative margin values on sales orders and order lines are now shown in red for users who can view margins, making it easier to spot potentially unprofitable sales before confirming an order
Added Warehouse location fields: The warehouse form now shows the view location and lot stock location fields. Users can review and update these important stock locations directly from the warehouse record without navigating to separate location screens.
Fixed Sales order stock availability: Available quantities on sales order lines now use the order’s selected warehouse context, so sales teams can see the correct reserved and unreserved stock for the intended shipping location. This makes it easier to confirm stock before confirming an order.
Fixed Kiosk attendance PIN check: Employee check-ins and check-outs from a shared kiosk now validate PINs correctly, so valid PINs are accepted and incorrect PINs are properly rejected.
Added RIBA total amount: You can now see the total amount for each RIBA directly in the list view. The total is calculated automatically from its payment deadlines, making it easier to review outstanding amounts at a glance.
Fixed Bank details on invoices: The bank information shown on customer invoices now appears reliably when the partner or company is changed. This corrects a minor configuration typo that could prevent bank transfer details from being displayed on the invoice report.
Added Bank details in electronic invoice export: Zelo now includes the customer’s bank name, IBAN, BIC, ABI, and CAB in the payment details of exported Italian electronic invoice files when a bank account is set on the customer. This gives recipients clearer payment information and reduces manual follow-up after export.
Added Invoice bank details: When creating a customer invoice, Zelo now automatically selects the bank account configured for bank transfers in the customer’s invoice report settings, reducing manual entry and helping ensure the correct payment details are used.
Updated Invoice bank account: The bank account field is now visible on invoices, so you can select or verify the customer’s bank details directly in the invoice form. This helps ensure outgoing invoices show accurate payment bank information.
Mai 2024
Updated Customer branch testing: The automated check for customer branch behavior is now set up to run properly, helping ensure customer-related features continue to work reliably in Zelo
Improved Data synchronization: Zelo now matches remote records to local records using only stored, searchable text fields, ignoring calculated fields. This makes the sync process more reliable and helps prevent duplicates or incorrect record links during synchronization.
Added Quality assurance: An automated check now verifies that project-specific branches only modify the intended customization area. This helps prevent unrelated parts of Zelo from being affected and keeps custom work safer to release.
Fixed Data synchronization: Zelo no longer overwrites external identifiers that were originally provided by other modules during record synchronization, helping preserve stable links to module-defined data and preventing records from being detached from their source references
Added Supplier price list view: The supplier price list list view now displays the supplier code and product name, helping you identify each pricing line and match it to the correct product more easily
Fixed Configuration diagnostics: The configuration inspection tool now runs reliably in current Python environments. Administrators can review key memory-related Zelo settings without encountering an unexpected script error.
Added Accounting synchronization defaults: Zelo now ships with additional default synchronization entries for reverse-charge tax types and fiscal position tax rules, so related tax and fiscal settings can be synced more completely.
Fixed Supplier information sync order: Zelo now synchronizes supplier information in the correct sequence, ensuring vendor records are updated after related product and pricing data. This helps avoid temporary inconsistencies or failed updates during data synchronization.
Fixed Data synchronization: Synchronization now correctly combines records that were updated and records that were newly created since the last sync. This helps Zelo pick up all relevant changes without creating duplicate sync entries.
Fixed Default customization sequence: The default ordering for supplier information data has been corrected. This ensures profile customizations are applied in the intended sequence during standard setup, helping prevent unexpected overrides.
Fixed Product access: The main administrator account now includes default permissions for sales pricelists, pricelist items, product pricelists, and product variants, so product pricing and variant settings are available without extra setup
Added Supplier product sync: Product supplier information is now included in the default synchronization setup, so vendor prices and purchasing details can stay consistent across connected Zelo environments
Added Units of measure synchronization: Product units of measure and their categories are now included in the default synchronization data. This helps keep measurement units consistent across connected Zelo environments and reduces missing-unit issues when products, stock, or documents are synchronized.
Fixed Profile customizations: The partner-specific customizations now install and run reliably because the required inventory, project, synchronization, and Italian reverse-charge components are included automatically
Fixed Opening account balances: Zelo no longer shows an error when saving a zero opening debit or credit on an account if the company has not defined an opening journal entry, making it easier to initialize or adjust account balances without extra setup.
Added Synchronization defaults: Zelo now includes a broader set of default synchronization data, covering inventory locations, users, payment terms, taxes, account groups, chart of accounts, and journals. This gives customers a more complete starting point when connecting Zelo with other systems and reduces manual setup for keeping core business records aligned.
Fixed Data synchronization: Synchronization jobs no longer leave temporary diagnostic messages in system logs. Background data transfers are now cleaner and easier to review when checking what was synced.
Fixed Data synchronization: Zelo now safely prepares records for synchronization even when certain fields are absent. This prevents errors while transferring data to connected systems and makes sync operations more reliable.
Improved Data synchronization: Synchronization runs now save each record to the database as they progress, making long syncs safer and helping preserve completed records if a run is interrupted.
Updated Product pricing: When both a product’s list price and its list-price-to-standard-price ratio are saved together, Zelo now prioritizes the explicit list price, so the final selling price is clear and predictable.
Improved Record matching during synchronization: Zelo now identifies matching records more reliably when syncing between connected databases by comparing key searchable text fields. This helps prevent duplicate records and keeps updates applied to the correct existing record.
Improved Data synchronization: When syncing records with an external system, Zelo now uses the current user’s context to read remote data and more reliably matches existing local records by name. It also keeps external identifiers in sync, reducing duplicate records and making updates apply to the right existing entry.
Updated Default data synchronization: Zelo’s default synchronization settings now exclude sensitive user password fields, include payment terms, and process core records in a clearer order, making out-of-the-box data syncing safer and more complete for customers.
Improved Data synchronization: Record syncing now validates that each local and remote record is linked only once, and Zelo checks existing links before matching records, making cross-system synchronization more reliable
Fixed Product barcode generation: Zelo now recovers automatically when a generated EAN barcode conflicts with an existing one, so product creation continues successfully instead of failing during barcode assignment
Fixed Access control: Zelo now handles permission checks correctly when a request has no user context. This makes record access and background actions more reliable by safely denying access instead of failing unexpectedly.
Added Synchronization defaults: Zelo now includes preconfigured synchronization objects for common records such as stock locations, users, partners, products, product categories, and payment terms. This gives administrators a consistent starting point when setting up data sync, reducing manual configuration and helping keep master data aligned across connected systems.
Improved Data synchronization: Zelo now recognizes records from connected servers by their external identifiers, reducing duplicate or mismatched records. You can also choose to save each record immediately during synchronization for safer and more reliable transfers.
Fixed Data synchronization: Corrected how synchronization checks are invoked during automated validation, so upload and download behavior is verified consistently and record synchronization remains reliable
Added External ID lookup: Zelo can now return external identifiers as text for individual records. This makes remote API calls and synchronization integrations more reliable when they cannot handle numeric identifier maps.
Improved Database synchronization: The synchronization setup has been refreshed to be easier to configure and to show progress while data is being transferred. Zelo now includes default server and object records, so you can start a synchronization more quickly and see its status more clearly.
Updated Profile customizations: The partner profile customizations now list their required Zelo components more clearly, helping installations and upgrades resolve the right features without missing pieces. This makes the profile customization area more dependable when setting up or updating your Zelo workspace.
Added Mass mailing contact tracking: Zelo now connects customer and contact records to mass mailing campaigns, mailing lists, and email statistics. Users can review which mailings a contact received and check campaign performance without leaving the contact view.
Added Partner mailing integration: Zelo can now link mass-mailing contacts to existing partners by email and display related campaign statistics. You can view mailing details from partner records and create mailing lists from selected partners, making it easier to track outreach and engagement.
Updated Sales order date translations: Italian labels for requested dates have been refreshed so they appear consistently on sales order lines and customer-facing documents, helping Italian users see the correct date wording throughout quotations and sales orders.
Added Sale order report requested date: Sale order reports now show a Requested Date column when at least one order line includes a requested date. This makes it easier to track requested delivery or service timing at a glance in printed and PDF reports.
Fixed Email delivery: Email addressed to Zelo-managed destinations is now matched and kept within the system instead of being sent outside. This makes mail routing more predictable and helps prevent unintended external delivery.
Avril 2024
Updated Profile customizations: The default profile customization data was restored to its standard empty template, ensuring profile settings load consistently and without unexpected overrides
Improved Profile customizations: The default setup for account imports is now organized more reliably, ensuring Zelo loads the built-in account importer correctly so users can import account data without missing configuration.
Added Accounting account import: Zelo now includes a dedicated importer for accounting accounts, so you can load account data from a prepared file directly into the accounting module. The importer checks the incoming records and applies consistent handling, making account setup and updates faster and less error-prone.
Fixed Contract invoice creation: Contract invoicing now continues smoothly when a related sales order cannot be invoiced due to a validation issue. Instead of stopping the whole process, Zelo skips the problematic sales-order invoice step and completes the contract invoice creation flow.
Fixed Italian chart of accounts: The Italian chart of accounts now assigns certain intangible asset accounts to the correct account group. This corrects the standard Italian accounting setup in Zelo and helps account grouping and financial reporting remain consistent.
Added Italian chart of accounts: Zelo’s Italian accounting template now includes a current liability account for debts to other social security or welfare institutions, letting you record and track amounts owed to these bodies in your Italian chart of accounts.
Fixed Italian Corrispettivi form: The Corrispettivi form now opens correctly when accessed from the related list. This resolves a view configuration issue that could prevent the receipt summary details from loading.
Fixed Italian payment receipt forms: The form templates for Italian payment receipt invoices have been corrected. Users can now open these invoices and see the expected receipt details and actions without missing or misplaced elements.
Fixed Italian receipt printing: The Corrispettivo receipt layout now prints correctly, and the extra Print button was removed from the invoice screen. Users can generate the receipt from the standard print action without duplicate buttons or incorrect formatting.
Fixed Accounting document templates: Clear error messages now appear when a document template line refers to itself or to a missing line, helping users quickly understand what to fix before an accounting entry is generated.
Improved Accounting document templates: Templates for invoices, journal entries, and other accounting documents are now checked with accounting-specific validation, helping ensure they continue to create accurate documents
Added Recurring journal entry templates: You can now save journal entries as reusable templates and generate new entries from them. Each template can store the account lines and related details, helping teams create repeated accounting entries consistently and with less manual work.
Fixed Currency amount in words: Currency amounts now convert to written words reliably when a language setting is unavailable. Zelo falls back to English, so customers can still see clear amount labels on documents and reports.
Fixed Italian fiscal document type: The intracommunity goods integration document type now has the correct refund-document setting, allowing it to be selected for inbound refunds as expected
Added Service stop command: You can now stop Zelo and its monitoring service together using a single command, making local or server maintenance simpler and less error-prone
Removed Sample data cleanup: Removed inactive helper routines that generated sample lunch order lines and vehicle cost records. This keeps the sample-data tooling cleaner and does not change how normal lunch or fleet records are created.
Improved Sample data generation: The sample-data tool now creates more realistic fleet and lunch records, including lunch orders with line items and consistent lunch product categories. It also prevents duplicate lunch product categories, making demo and test environments cleaner and easier to explore
Mars 2024
Added Kit breakdown in sales: Users with the new permission can now expand a kit product on a sale order line into its individual component items. The action uses the kit’s bill of materials and warns users if no kit bill is available, helping keep sales orders aligned with what will be picked or produced.
Added Kit explosion on sales orders: You can now expand a kit product on a sales order line into its component items with one action. Zelo uses the kit definition to calculate the required components, replaces the original kit line, and adds the component lines so quantities are easier to review.
Added Demo lunch data: You can now generate realistic sample lunch orders and menu categories to quickly populate Zelo for demos or testing. The generator can also create localized Italian lunch names, making it easier to explore the lunch workflow without manually entering records.
Added Attendance test data: Zelo’s sample data generator can now create realistic employee attendance records with check-in and check-out times, helping teams test attendance tracking and related reports more easily
Fixed Invoice line amounts: The Subtotal and Total amounts on invoice lines now appear correctly, fixing an incorrect visibility setting that could hide them from users with normal invoice access
Added Uploaded file name: The custom importer now displays the name of the uploaded file, making it easier to confirm the correct file is being imported and to distinguish between different import files.
Added Uploaded file name display: Custom importer forms now show the name of the uploaded file next to the file field, so users can verify the selected import file before running the import. This helps reduce mistakes when preparing or reviewing import jobs.
Fixed Task search: When opening the task list from a project, Zelo now keeps the active project associated with the search, so only tasks from that project are shown.
Fixed Account balance totals: Account balances now calculate reliably even when an account has no transactions, so debit, credit, and balance figures display correctly instead of causing errors
Fixed Account balances: Parent account balances, debit totals, and credit totals now recalculate correctly when an account has no transaction records. Users will see zero values instead of incorrect totals or calculation errors.
Updated Account parent totals: Parent accounts now collect debit, credit, and balance information from child accounts using a cleaner calculation path. This supports more consistent totals in accounting reports without changing existing behavior.
Improved Account balances: Balance, debit, and credit totals now calculate faster, so account views and reports load more smoothly
Fixed Concurrent record updates: Zelo now handles conflicts that can occur when several users or processes update the same records at the same time. If the operation cannot be safely duplicated, Zelo avoids an unsafe automatic retry and continues more reliably. This reduces unexpected errors during busy periods with simultaneous edits.
Fixed Analytic accounting translation: The Italian interface now displays the analytic accounting settings label correctly, making it easier for Italian users to find the related options in Zelo.
Updated Italian language support: Italian translations have been refreshed across accounting, HR, manufacturing, sales, purchasing, projects, and support areas, so labels, buttons, reports, and system messages appear more consistently in Italian. This helps Italian-speaking users navigate Zelo and understand on-screen information without switching to English.
Updated Team-specific sales order numbering: Sale orders assigned to a sales team now use a sequence based on the team name rather than an internal reference. When a team name changes, the associated sequence updates automatically, and names with spaces are handled correctly, keeping separate order numbering reliable.
Improved Accounting validation: Accounting checks now automatically install the default chart of accounts when it is missing, so they are no longer skipped. This helps keep accounting validations reliable and consistent.
Fixed Sale order numbering: New sales orders now receive their sequential numbers cleanly, with unnecessary debug output removed from the sales team and numbering lookup process
Improved Sales order numbering: New sales orders now use the sales channel’s numbering series when one is available, keeping order numbers consistent by channel. Revised sales orders also use the same channel-aware numbering logic.
Added Sales team sequence code: Each sales team now has a unique sequence code available in its technical settings, so you can configure separate sale order numbering for orders created through that team or channel.
Updated Sale order numbering: Sale order reference numbers are now assigned more consistently when creating new orders, including company-specific sequences when an order is created for a particular company
Added Accounting exports: Zelo now includes a default export layout for accounting entries, so you can quickly export key details such as date, reference, journal, account, partner, description, debit, and credit to Excel or CSV without manually choosing each column
Improved Diagnostic logging: Zelo now records a warning instead of an informational note when an internal operation returns an unexpected empty result, making it easier for administrators to notice and investigate potential issues.
Improved Automated quality checks: Zelo’s automated validation process now uses clearer test categories for core checks and end-to-end checks. This helps the team verify that business processes and user workflows remain reliable before updates are released.
Fixed Italian invoice validation: Invoices with ENASARCO contributions or incoming electronic invoices can now be validated without the process stopping unexpectedly. This ensures the invoice can be confirmed after totals and compliance checks are completed.
Improved Sample data generation: Sample data creation now uses a smaller number of simultaneous processes, reducing load on the system and improving stability. More detailed logs are also available to help monitor progress and troubleshoot issues.
Fixed Language defaults: Zelo now applies the correct English language and character encoding by default, so text, reports, and date formats display consistently across the system
Improved Quality checks: Automated test runs now display a clear success message when they complete, making it easier for administrators to confirm that Zelo’s test environments are healthy.
Improved Test data generation: The test data tool now restarts Zelo before filling a test database, making stress tests and data interaction checks more reliable
Improved Test environment setup: Error messages now clearly indicate when preparing a test database or generating sample data fails, making it easier for administrators and support to identify the problem.
Improved Quality assurance: Zelo now includes an automated sample-data test that populates a test database and checks how different parts of the system work together, helping catch issues before they reach your environment.
Updated Sample data generation: Sample records for users, employees, companies, contacts, calendar events, projects, and tasks now generate more reliably and quickly. The update also corrects a boundary check so employees are created correctly when preparing demo or test data.
Fixed Task satisfaction and inventory validation: Task satisfaction percentages and inventory product restrictions now refresh automatically when tasks or inventory items are changed. This helps ensure satisfaction scores and stock adjustments reflect the latest data.
Improved Data reliability: Zelo can now create safe temporary copies of record data and processing context, reducing unexpected errors when copying, saving, or retrying actions on busy records
Improved Development server: Zelo’s development server now processes requests one at a time, making local troubleshooting and issue diagnosis more predictable for support teams
Fixed Operation retries: Zelo now copies the data sent to an operation before any automatic retry, so a temporary failure cannot alter the original request. This helps operations complete correctly when Zelo needs to retry after a brief database or data-processing issue.
Fixed Project code: Renaming a project no longer overwrites an existing project code, so codes remain stable for tracking, reports, and references.
Improved Core diagnostics: Zelo now records clearer internal diagnostic details during core data operations and record creation, helping support teams investigate issues faster while keeping normal workflows unchanged
Fixed Italian tax invoice messages: Italian error messages now display correctly when the company fiscal code or VAT number is missing, making outgoing electronic tax invoice warnings easier to read.
Fixed Journal entry queries: Journal entry searches and accounting report queries now work correctly when no filter is provided. This prevents errors from empty filter conditions and makes opening accounting data more reliable.
Improved Troubleshooting: Zelo now records additional diagnostic details while processing requests, helping support teams identify and resolve unusual behavior more quickly
Fixed Italian e-invoicing user creation: New user records now create successfully when the Italian e-invoicing module is active. Zelo now applies the correct setup step before running e-invoicing data checks, avoiding errors while the related partner information is still being initialized.
Improved Stock move traceability: Linked move and move line lists now use more complete views, showing key details such as locations, quantities, and statuses. This makes it easier to follow stock movements without opening each record.
Fixed Quality control plans: Users without quality control permissions no longer see access errors when no quality control rule applies to a customer, supplier, or stock movement, so warehouse operations can proceed without unrelated permission blocks
Updated Stock moves list: The stock moves list now displays the related reference, source location, and destination location alongside the existing details. This helps warehouse teams quickly see where stock is coming from and where it is headed without opening each move.
Fixed Import error message: The “already running” message now displays without an extra apostrophe, making the import status message clearer when an import is already in progress
Fixed Repair permissions: Internal validation for repair access groups has been corrected, so repair records are checked against the right user and manager permissions. This helps maintain consistent behavior across the Repair module.
Improved Write permission errors: When a user is blocked from saving changes due to insufficient permissions, Zelo now shows the affected record and the information that was being saved. This makes it easier to understand why the save failed and resolve the issue.
Fixed Secondary unit settings: The “Use secondary unit” indicator on sales orders, purchase orders, invoices, stock operations, and inventory adjustments is now read-only. It automatically follows the product’s secondary unit configuration, preventing accidental changes to unit-of-measure behavior on transaction lines.
Added Repair access control: Zelo now includes dedicated repair user and manager roles, letting administrators assign precise permissions for viewing, creating, editing, and deleting repair orders, repair lines, fees, and related invoice data. This makes it easier to restrict repair operations to authorized staff while giving managers full control over repair workflows.
Updated Static content caching: The default browser cache for static files is now 5 minutes instead of 1 hour, so updated styles and assets appear more quickly.
Added Secondary units on invoice lines: The invoice line details now show secondary quantity and secondary unit fields for products that use secondary units. You can enter or review quantities in both units, and Zelo recalculates the primary and secondary amounts together to keep conversions consistent and reduce rounding differences.
Février 2024
Improved Development mail setup: Local mail testing components now install more reliably, even if the system host-name mapping cannot be updated automatically. This prevents setup from stopping over a minor permission issue and keeps mail-related testing available.
Updated Setup automation: The automated setup process now uses the current playbook import format, so installation steps stay compatible with the latest tooling. This reduces the chance of setup issues caused by deprecated syntax.
Fixed Setup and updates: Zelo now configures Git to treat the main application directory as safe during installation, preventing setup or update failures caused by directory ownership checks between system accounts
Improved Build environment: Zelo updates are now prepared from a freshly reset and cleaned workspace, reducing the chance that leftover files affect the final package.
Improved Installation reliability: Zelo’s automated setup now marks the installation folder as safe for both the service and administrator accounts, preventing ownership-related errors during installation or updates
Fixed Installation access: Users with the Installations user role now get the correct access to installation details on project tasks. Other project users no longer see the extra installation section unless they are specifically granted this role.
Improved Accounting permission organization: Zelo now keeps the hidden accounting options group in the core permission setup instead of tying it to a single accounting area. This helps finance, billing, and currency-related access rights stay consistent and easier for administrators to manage.
Fixed Git project permissions: Zelo now applies the correct security groups to Git repositories, branches, commits, and Git user records. Only Git managers can create, edit, or delete these records, while Git users can view them, preventing unintended changes by unrelated project users.
Improved Automated validation: Background checks now clean up temporary files and reset any leftover changes after each run, reducing the chance that old data affects later validation.
Improved Stock replenishment performance: Zelo now evaluates inventory replenishment rules more efficiently by reducing repeated database checks. This helps stock planning and procurement creation run faster when many products or warehouses are processed.
Added Development environment access: The local testing environment now includes a read-only view of the host file system. This makes it easier to inspect files and troubleshoot during development while preventing accidental changes to the host.
Improved Warranty expiry status: Warranty records whose end date has passed are now marked as expired more consistently. This makes warranty status updates more reliable when reviewing active warranty items.
Improved Usually sold together products: Product pages on the online store now calculate related “Usually sold together” items more efficiently. This keeps recommendations accurate while reducing unnecessary processing.
Added Attachment storage migration: You can now move an individual attachment to a different storage location, such as file storage, without affecting other attachments. This gives administrators a safer way to reorganize where uploaded files, images, and document attachments are stored.
Added Database backup options: Zelo now supports an additional directory-based format when creating database backups. Administrators can use this option to save full database snapshots in a more flexible layout for archiving, transfer, or recovery.
Improved Database debugging: Zelo now adds extra context to database query logs, giving support teams a clearer view of where data operations started when investigating issues
Fixed Accounting filters: Account journal line searches no longer modify the original filter list. This prevents repeated searches and saved filters from accumulating extra criteria, so results stay accurate and predictable.
Improved User permission groups: Access groups are now organized by the correct application categories and displayed in a consistent order, making it easier for administrators to find and assign the right permissions. Multi-currency access now appears under Accounting & Finance, and project-related groups are listed alongside the other relevant access options.
Improved Import reliability: Zelo now prevents a data import from starting again while the same import is already running. This reduces the risk of duplicate records or conflicting updates during large data loads.
Updated Access group names: Role and permission groups across Zelo now have clearer, more descriptive names, making it easier to assign the right access to users in accounting, HR, sales, inventory, and other modules.
Fixed Secondary unit conversion: Purchase and sales order lines now update primary and secondary quantities in a controlled way when you change the secondary unit or quantity. This prevents endless recalculations and keeps values consistent when rounding or approximate conversions are involved.
Improved Option grouping: Access and feature options are now organized into clearer technical categories in user settings. This makes it easier to find and manage module-related permissions when configuring roles in Zelo.
Improved User permission groups: The permission groups shown on user records now appear in a single column. This makes it easier to scan and choose the groups that control what users can see and do in Zelo.
Updated Profile default settings: Standard profile defaults are now loaded together with profile customization settings. This keeps default user configurations and export definitions consistently available after installation.
Added Contact access groups: Zelo now includes a dedicated contact user access group, so administrators can grant basic contact permissions separately from broader contact management rights. This makes it easier to control who can work with contact records and keeps user access more organized.
Added Notes access control: Notes now has a dedicated user access group, so administrators can control who can open the Notes menu and manage note stages and tags. This helps keep note-related options visible only to the people who need them.
Added Encrypted vault access: The default system administrator is now automatically granted Encrypted Vault manager access, which includes basic vault user rights, so the encrypted vault is ready to use without manual permission changes.
Added Warranty access: Warranty permissions are now assigned to the administrator account and the standard default user automatically, so warranty workflows are ready to use without manually configuring user groups
Added Global search access: Global search is now available by default for newly created users, so they can search across Zelo records without an administrator manually assigning the search permission group.
Added Global search permissions: You can now control who can access Omnisearch by assigning a dedicated permission group. The Omnisearch menu now appears only for users with this permission, making search access easier to manage.
Fixed Sales help menu: The Sales help entry now appears only for users with sales permissions, so the menu is no longer visible to users who do not have access to Sales
Added Warranty access group: Zelo now includes a dedicated warranty user group that administrators can assign to employees who need warranty permissions. Only users in this group can view and manage warranty details on products and related operations, giving you clearer control over who can work with warranty information.
Fixed Email Marketing menu access: The main Email Marketing menu now respects user permissions, so it is visible only to users who have the required Email Marketing access rights.
Fixed Link Tracker help option: The help option in the Link Tracker menu now appears only for users with Link Tracker access, keeping the menu clean and permissions consistent
Updated Website menu visibility: The main Website menu in Zelo is now visible only to users with website editing permissions. Other users no longer see the Website menu unless they are granted the appropriate editor access, making navigation cleaner and access more controlled.
Fixed Link Tracker menu access: The Link Tracker and UTMs menus now appear correctly for users who have Link Tracker access, preventing authorized users from missing these marketing tracking options
Added Link Tracker menu visibility: Administrators can now control who sees the Link Tracker menu by assigning a new permission group. Users without the permission will no longer see the menu entry in Zelo.
Fixed Time Off access: Basic users now have the correct access to time off features. The Time Off menu and remaining leaves shortcut are shown based on the proper user group, and Officer access now includes basic time-off permissions.
Fixed Maintenance user access: Equipment user permissions are now referenced correctly, ensuring users can access maintenance records and equipment workflows without unexpected access issues
Fixed Maintenance user access: Automated maintenance checks now use the correct maintenance user permissions. This helps ensure equipment records behave reliably for users with maintenance access.
Improved Website product suggestions: The “usually sold together” products on your online store now update only when the suggestion list has actually changed, while also considering more recent sales. This keeps product pages faster and helps customers see more relevant matching items.
Fixed Expense permissions: Expense menus and reports are now shown based on the correct user permissions. Employees, officers, and managers each see only the expense areas they are allowed to use in Zelo.
Fixed Maintenance menu access: The main Maintenance menu and its reporting and configuration options now appear for users assigned equipment manager or equipment user permissions. This lets the right people find maintenance requests, reports, equipment categories, and maintenance stages without extra setup.
Fixed Encrypted Vault description: The Encrypted Vault access category now displays the correct description, making it clear that it helps you manage your secrets.
Improved Maintenance access control: Zelo now uses dedicated Equipment User and Equipment Manager roles for Maintenance, so you can grant employees access to equipment records, maintenance requests, categories, stages, and teams without giving every user company-wide permissions
Updated User impersonation settings: The list of users allowed to impersonate someone is now shown on the user’s Access Rights page, alongside other permission settings. This makes it easier to review and manage impersonation access in one place.
Fixed User creation: Creating a new user in Zelo no longer triggers Italian e-invoice completeness checks for the automatically linked contact, so user accounts can be added before all invoicing details are completed.
Added Catch-all email sender: You can now choose whether Zelo automatically adds the original author’s name to emails sent from a catch-all mailbox. When enabled, the From line appears as Author Name
; when disabled, only the mailbox address is shown, giving administrators more control over how recipients see outgoing messages. Improved Automated testing speed: Zelo’s automated test environment now runs faster by avoiding unnecessary disk synchronization delays. This helps changes be validated more quickly and reliably before updates are released.
Updated Release information: The displayed version reference now includes the complete commit identifier rather than a shortened one. This makes it easier to confirm the exact Zelo build during updates or support requests.
Added Default employee account: Zelo now includes an inactive default employee user that can be used as a placeholder when an employee is required but not selected. This helps keep employee-related fields consistent and avoids empty or invalid employee assignments.
Janvier 2024
Added Admin impersonation: Administrators can now impersonate any user by default, making it easier to troubleshoot issues and see exactly what a specific user experiences in Zelo
Fixed Accounting settings page: The accounting settings screen now displays the budget configuration area correctly. This prevents missing or broken layout sections when reviewing accounting preferences.
Fixed Accounting settings: The accounting settings page now loads more reliably. The hidden budget option is kept in the correct place so the page layout and setup prompts display properly.
Fixed Accounting settings layout: The accounting settings page now displays the budget-related configuration section in the correct layout area, making the page look more consistent and easier to use
Fixed Pack download cleanup: After you download a pack of records, Zelo now removes the temporary scheduled cleanup job that was used to delete the generated file. This prevents unnecessary background jobs from remaining in the system.
Compatibility Accounting settings: Budget Management settings are now preserved during upgrades. Your existing accounting configuration continues to work after updating Zelo.
Fixed Accounting settings upgrade: The Accounting settings page now remains compatible during upgrades, so budget-related options can be loaded and configured correctly after updating Zelo.
Compatibility Account settings: The accounting settings page now includes a required internal placeholder that can be missing after upgrades. This helps Zelo load and save accounting configuration reliably without errors.
Fixed Knowledge settings: The central access option for Documents has been restored. This keeps the Knowledge/Documents menu available for centralized attachment management and helps Zelo upgrades complete without missing settings.
Deprecated Central document access group: The legacy central access group for Knowledge documents is now marked as deprecated but remains available so existing permissions keep working. Administrators should use the standard Knowledge document access group when assigning document permissions going forward.
Fixed Knowledge Documents menu: The missing Documents menu item in Knowledge has been restored, so users with document access can see it again in the main navigation. This corrects the menu visibility setting that was hiding it from the expected users.
Fixed Knowledge Documents menu: The missing Documents menu item has been restored in the Knowledge navigation. Users can again open the Documents section and view available shared documents from the main menu.
Improved Point of Sale: Point of Sale settings now save more predictably. Zelo no longer runs an unused internal check when creating or updating a point of sale, so pricing and product-related options stay aligned with the rest of Zelo.
Added Default empty user: Zelo now includes a built-in “Empty User” account that is inactive and has no group memberships. This gives administrators a neutral placeholder for user-related records without granting any access or affecting normal logins.
Fixed Purchase order price display: The unit price shown on purchase documents is converted between units of measure and rounded to the configured price precision. This fix removes an unnecessary debug message from that calculation, so prices display more reliably without extra output.
Fixed Global discount settings: The discount configuration panel now displays correctly in the sales settings. Users can now enable and manage global discounts without the section being hidden or misplaced.
Removed Sales margin display setting: The option to enable margin display on sales orders is no longer shown in Sales settings. This removes the configuration toggle for showing margin based on sales price minus product cost, simplifying the Sales setup page.
Fixed Management System permissions: The Management System module no longer includes a duplicate administrator entry in its access groups, keeping role assignments and permission checks consistent
Removed Central document access: The separate global Documents menu and related access group have been removed from Knowledge. Document access is now controlled through standard Knowledge permissions, making document sharing and security settings easier to manage.
Fixed Purchase settings page: The purchase settings page now displays its options correctly. This resolves a configuration issue that could make some purchase-related accounting settings appear incorrectly.
Updated Budget settings: The Budgetary Positions shortcut is no longer displayed in accounting settings, keeping the settings page cleaner while budget configuration remains available in the Budget menu
Removed Unused access groups: Zelo no longer creates hidden permission groups for showing app author/website or quick upgrade in the apps dashboard, keeping user access settings cleaner without affecting normal usage.
Removed Accounting setup options: The accounting settings page no longer includes toggles for budget management and automatic bank-feed synchronization. These options are no longer available from that configuration screen.
Fixed Sales permission inheritance: The B2C line subtotal display permission is no longer automatically inherited by public, portal, and internal user groups, so sales access is assigned intentionally and prevents unexpected tax-inclusive line subtotal visibility
Fixed Website sales access: We corrected how delivery and invoice address access is granted in the online store. Standard visitor, customer, and employee accounts no longer inherit this access automatically, making store permissions more precise and predictable.
Fixed Sales permission groups: Sales-related permission groups now appear under the Sales Management category in access rights, making it easier to configure roles for features like discounts, pro-forma invoices, and tax display
Updated Italian translations: Zelo’s Italian interface now includes refreshed labels and messages across sales, manufacturing, contracts, time off, and website features, so Italian-speaking users see clearer and more consistent terms in forms, reports, and online pages.
Fixed Purchase product access: The Purchase tab on product forms now appears correctly for users with purchase access. This restores visibility of supplier and purchase settings that may have been hidden.
Fixed Partner tax stamp settings: The Italian tax stamp setting on customer and supplier forms in Zelo now displays correctly for users with accounting access. This prevents partner records from failing to open due to an incomplete form configuration.
Updated Profile setup: Configuration records created or updated during profile setup now use a consistent default language, making initial customizations apply more predictably.
Added Custom record setup: Zelo can now evaluate flexible reference logic when applying profile customizations to records. This lets administrators set related record fields and dynamic defaults more reliably during customization setup.
Fixed Sales report labels: The label on confirmed sales reports now reads Order Confirmation Date instead of Date Ordered, so printed and shared reports clearly show when the order was confirmed.
Fixed Module data loading: A small typo in the module loading process has been corrected, so predefined data is no longer treated as updatable during installations and upgrades. This helps keep standard Zelo data intact when modules are refreshed.
Improved CSV data file updates: Certain CSV data files can now be protected from being overwritten during module updates, helping stable reference data remain unchanged unless it is deliberately reloaded
Improved Italian e-invoice export: Zelo now uses the configured fiscal document type settings to identify self-invoice types, so e-invoices are generated with the correct document classification and incompatible invoice types are prevented from being exported together.
Improved Italian e-invoice export: Fiscal document type validation now uses configured document type settings, so FatturaPA exports work more flexibly for outgoing and incoming invoices and credit notes with supported fiscal document types
Décembre 2023
Improved Password sign-in: Zelo now verifies user credentials more consistently, correctly handling encrypted passwords and safely upgrading older unencrypted password records when you sign in
Fixed Secondary unit quantities: Sales and purchase order lines now keep primary and secondary unit quantities consistent after rounding. When you change either quantity, Zelo recalculates the other and applies the correct rounding, so order amounts and fulfillment quantities stay accurate.
Updated Note content editor: Note content now uses a Markdown editor instead of the previous HTML editor. Users can format notes with headings, lists, links, and code snippets using simple Markdown syntax. The note form displays the formatted content directly, making notes easier to write and reuse.
Novembre 2023
Added Product tag search: You can now search products by tag, and product records display their assigned tags in the list view, making it easier to find and organize items by tag.
Fixed Quality Control permissions: The default user now automatically receives the Quality Control Manager role. This ensures quality control features are available out of the box without manually assigning the permission.
Fixed Encrypted vault defaults: Default password settings for the encrypted vault now load correctly, including the standard password length and special-character option, so secure passwords are configured as expected without manual adjustments
Updated Secondary unit access: The secondary unit permission groups are now organized under a clear Alternative Units of Measure category on the user configuration page, making it easier to enable and manage access for sales, purchases, invoices, and inventory.
Updated User permissions: The multi-company access group is now placed in a hidden category, so it no longer clutters the standard permission screens while still supporting multi-company setups.
Updated Default user permissions: The standard default user in Zelo now includes access to private addresses by default. Users can now view and manage private address details on contact records without requiring an additional permission group, helping teams keep complete contact information available.
Updated User configuration: The multi-company access group is no longer displayed in user settings, reducing clutter on the configuration page. This keeps the user setup view focused on options that are directly relevant to users.
Added Sale margin access: Zelo now uses a dedicated user group to control who can see sale margin details. Users assigned to the group can view purchase price, line margin, total margin, and net margin on sales orders, while other users no longer see these sensitive profitability fields.
Fixed Module upgrades: The upgrade process now temporarily removes the base profile before updating all modules, then reinstalls it afterward. This helps upgrades complete more cleanly and reduces the chance of leftover configuration issues.
Fixed Quality control access: Quality control fields and related screens are now properly limited to users with quality control permissions. Product, scrap, manufacturing, and inspection records will only show quality information to authorized teammates.
Updated Profile customizations: Partner-specific profile customizations no longer require the base profile component, giving you more flexibility when enabling or configuring this functionality in Zelo
Added Quality control visibility: Employees can now view quality control levels, plans, and related trigger information in read-only mode. This makes relevant quality checks easier to review without granting edit permissions.
Improved Italian e-invoice export: Validation errors now appear in a clearer message that lists each issue and includes the invoice details being checked, making it easier to identify and fix export problems
Improved Encrypted Vault password visibility: Password fields in Encrypted Vault records, history entries, and custom field views now explicitly show the reveal button. You can temporarily display a stored password for verification or sharing, then hide it again without changing the underlying encryption.
Fixed Password preview: Password fields no longer display a preview tooltip unless the form view explicitly enables preview, helping prevent sensitive values from being shown by mistake
Added Contract payment terms: You can now assign a specific payment term to a recurring contract in Zelo. When Zelo creates the next invoice, it uses that contract payment term instead of the customer’s default, giving you more control over billing terms for each contract.
Deprecated Production substitutes: The optional substitute products feature is being phased out, and its automated validation for production orders has been disabled to avoid false failures while customers transition to supported manufacturing workflows.
Updated Upgrade validation: We refreshed the automated upgrade checks to target the latest Zelo release candidate, so update paths are verified more closely to what customers receive. This helps reduce the risk of issues when moving to a newer Zelo version.
Removed Manufacturing substitute products: The optional feature for assigning substitute components to manufacturing operations has been removed. Production orders and manufacturing documents now use only the components defined in the product’s bill of materials, so users no longer need to configure or select alternate products during production.
Fixed Database client installation: Zelo now ensures the correct PostgreSQL client version is installed and removes outdated client packages, helping prevent database tool mismatches during updates
Compatibility PostgreSQL client setup: Zelo now installs the supported PostgreSQL client and removes unsupported client versions, ensuring database connections remain stable during installation, upgrades, and maintenance
Added Database backup formats: You can now create database backups as TAR archives in addition to the existing compressed format. This gives administrators a more standard archive option when saving, transferring, or restoring Zelo data.
Octobre 2023
Added Italian translation: The Bill of Materials structure and cost report is now available in Italian, including report titles, fields, and labels. Italian-speaking users can view and understand manufacturing cost reports more easily.
Updated Italian translations: Italian interface wording has been refined across calendars, messaging, manufacturing, and quality features. Users can now see clearer, more consistent labels, buttons, and messages when working in Italian.
Fixed Subcontracted service setting: On service products, the subcontracted service setting now appears in the product options area with its label visible, making it easier to locate and configure.
Updated Work order validation: We updated the internal quality checks for work order operations to cover an additional component quantity scenario, helping ensure production completion behaves as expected.
Added Stock move tracking: The stock move form now includes the lot/serial number field, so users can see which tracked lot or serial number is assigned to each move. This helps teams verify batch or serial-tracked products during receiving, shipping, and internal transfers.
Fixed Manufacturing work order materials: Material lines are now created for all required components in a production work order, including items that do not use lot or batch tracking, so every needed material is visible during manufacturing.
Fixed Production lot generation: Work orders now calculate the remaining production quantity when creating lot or serial tracking lines for tracked components. This helps prevent incorrect component quantities from being recorded during manufacturing.
Fixed Work Orders button: The Work Orders shortcut on production orders now displays the correct filled play-circle icon, so the status button for completed and total work orders is visually consistent and easier to recognize.
Added Batch expiry dates: The batch list now shows removal, use-by, best-before, and alert dates alongside each lot. This helps teams check expiration status at a glance without opening individual records.
Updated Forum documentation: The “Promote to Doc” action now uses a clearer solid bookmark icon, making it easier to identify when converting eligible forum questions into reusable documentation pages
Fixed Quality control icons and Italian labels: The inspection and production quality control buttons now display the correct microscope icon, and Italian labels for quality control teams are clearer and more consistent
Fixed Quality control plan wording: Quality control plan screens now use clearer Italian labels for quantity limits and inspection quantities, and the trigger list displays without inline editing, making quality settings easier to read and less error-prone
Fixed Avatar image display: Product and contact avatar images now stay at a sensible width in form views. This prevents images from stretching too large and keeps record pages cleaner and easier to read.
Improved Product form header: Product titles now use a more compact width in form views, and header images scale to fit their available space, making records easier to read on a variety of screen sizes.
Improved Form button layout: The quick action buttons at the top of form screens now occupy a consistent half-width space. This helps the buttons stay aligned and visible across different form pages and screen sizes, making common actions easier to find.
Improved Smart button display: The clickable summary buttons on form pages now align and size more consistently, making icons, values, and labels easier to read without awkward wrapping or overlap
Fixed Manufacturing quality setup: Default quality control links for manufacturing orders are now configured correctly. This ensures quality checks attach to the intended manufacturing records and avoids unexpected link entries.
Added Quality control triggers: You can now create and configure quality checks that start automatically for products, product variants, or product categories, with new menu options making it easier to manage trigger rules from the product screens.
Improved Work order materials: Work orders now preselect reserved lots when created and allow duplicate material lines, making it easier to track multiple batches or components during production.
Updated Quality Control navigation and localization: Quality Control now has a dedicated application icon, a clearer menu layout, and Italian translations for inspections, tests, issues, plans, teams, and related stock controls, making it easier to find and use quality features in Italian.
Improved Manufacturing work orders: Completing a work order now records the produced quantity more reliably. This helps ensure finished goods, production history, and inventory updates reflect the actual amount made.
Added Quality issue management: Zelo now includes a dedicated tool for recording quality control issues, grouping related problems, and moving them through configurable stages. Teams can assign issues, track progress on a dashboard, and connect issues to inventory scrap records for clearer traceability.
Added Manufacturing quality checks: Quality control inspections can now be triggered when manufacturing orders are completed, so teams can verify finished goods before they are accepted. The inspections are linked to the related manufacturing order, making it easier to review quality results and production details together.
Fixed Work order progress: Work orders created from a manufacturing order now start with a current quantity of 0, so progress is tracked accurately from the beginning instead of appearing as if the full quantity had already been produced
Added Work order list: A production availability indicator now appears in the work order list, so users can quickly see whether each work order has materials assigned or is still waiting.
Added Manufacturing BOM selection: Selecting a Bill of Materials on a manufacturing order now automatically updates the related picking type to match the BOM, helping ensure material preparation and delivery steps use the correct warehouse operation.
Updated Upgrade testing: Upgrade validation now targets the newest supported release, helping ensure Zelo updates are checked more thoroughly before they reach customers
Fixed Quality control inspections: Inspections are now created correctly for each product line when a delivery or receipt is marked as done, ensuring required quality checks are no longer missed
Added Quality control samples: A sample quality test is now included with example questions for overall quality and size. This makes it easier to explore how quality checks, pass/fail options, and measurement limits work in Zelo.
Added Subcontracted service support: You can now manage service items supplied by subcontractors, with automatic purchase-based replenishment rules set up for each warehouse.
Added Quality control teams: Zelo now supports assigning quality control activities to dedicated teams. You can create teams, add members from contacts and users, and use a dashboard to monitor team-specific quality workflows.
Added Quality control for stock: Zelo now connects quality inspections to inventory workflows, so teams can trigger checks from pickings, stock moves, and production lots and record pass/fail results without leaving the stock process
Added Quality control plans: You can now define inspection plans that specify which products, partners, or operations should be checked and how many items to inspect. These plans help quality teams create inspection tasks from stock movements and track results alongside quality issue records.
Added Quality control: Zelo now includes a dedicated quality control area where you can define quality tests, assign them to products or product categories, and record inspection results. You can track pass/fail outcomes, add notes, and keep a history of checks to support consistent product quality.
Added Manufacturing order start action: You can now move a manufacturing order to In Progress using a dedicated button on the order form. The action updates the production status and records the start date automatically, making it easier to track when manufacturing actually began.
Added Manufacturing sales information: Manufacturing orders and work orders now display the related sale order, customer, and commitment date. This helps production teams trace each job back to the customer request and plan around promised delivery dates.
Added Service items in Bills of Materials: Manufacturing orders now automatically create procurement orders for service items included in a Bill of Materials, making it easier to plan and track required service work as part of production.
Added BOM notes: You can now add notes to Bills of Materials, giving production and planning teams a place to record assembly instructions, warnings, or special handling directly on the product recipe. The notes are saved with each BOM so relevant guidance is easy to find when preparing or reviewing manufacturing orders.
Fixed Profile customization setup: A minor setup error in profile customizations has been corrected, so Zelo can apply the intended account and configuration defaults more reliably during database initialization.
Fixed IoT connectivity: A stray internal file was removed from the IoT connectivity feature. This keeps the module cleaner and ensures only intended components are included.
Updated Substitute products: The substitute products module has been adjusted to load without extra configuration files, helping it install and run more reliably in manufacturing setups.
Removed Substitute products: The substitute products feature in manufacturing is now disabled. Zelo no longer applies substitute product rules when processing manufacturing orders, so component requirements are calculated using only the standard bill of materials.
Improved Manufacturing inventory moves: The Inventory Moves button on manufacturing orders is now always visible, so you can open and review related inventory moves from any order stage instead of only after the order has started or been completed.
Removed Substitute products: The substitute products option is no longer installed by default, keeping the standard manufacturing setup simpler and more predictable. Bills of materials now use only their defined components unless an administrator explicitly enables the option again.
Fixed Manufacturing unreserve: The unreserve action now ignores inventory moves that are already completed or canceled, preventing unexpected errors and preserving processed transfers when clearing reservations on a manufacturing order
Fixed Byproduct line creation: Manufacturing orders no longer create duplicate byproduct lines when the order is created, keeping secondary production quantities accurate in pickings and inventory
Fixed Manufacturing byproducts: Byproducts are now generated correctly when manufacturing orders are reserved or unreserved. This ensures expected secondary products are reflected in inventory movements and production records instead of being missed.
Fixed Encrypted vault access: Vault tag permissions are now assigned to the correct user and manager groups. This helps encrypted vault tags open reliably for users with the appropriate role while managers keep full access.
Septembre 2023
Improved Database setup: The database setup process now records an informational log message before applying remaining configuration operations, making it easier to track initialization progress during setup.
Updated Italian chart of accounts: Zelo’s default Italian chart of accounts has been refined with corrected account groupings and adjusted asset and customer receivable accounts. Italian companies now start with a cleaner, more accurate accounting structure during setup.
Added Related field updates: Profile customizations can now update values on directly related fields, up to one level deep. This makes it easier to configure dependent records from a single customization setting while keeping the scope safe and predictable.
Fixed Profile customization setup: Profile customizations now complete all remaining configuration steps correctly during database setup, preventing missed settings
Added Profile customization setup: Zelo now provides a standard step for applying additional setup operations during profile customization initialization. This helps custom profiles complete their configuration reliably after the standard configuration values and records are applied.
Added File attachments on records: Profile customizations can now upload file contents onto records, letting you attach images or documents automatically when records are created or updated
Improved Database setup: New Zelo databases now automatically apply the selected profile customizations during creation, so users start with the intended defaults and configuration without extra manual steps. This makes initial setup more reliable and consistent across environments.
Added Database initialization: You can now trigger the initial database setup through Zelo’s remote API. This allows integration tools and automated installation flows to apply the needed profile customizations without direct server access. It helps administrators prepare new Zelo environments more smoothly.
Updated Profile customization setup: Zelo no longer applies the initial profile customizations automatically when the module is installed. This gives administrators more control over when the setup is applied and helps avoid unexpected configuration changes during installation.
Added Profile customization setup: Profile customizations can now apply record updates after new records are created during initial profile setup. This helps ensure dependent fields, links, or settings are configured correctly when a company profile is first initialized.
Improved Test environment setup: Zelo now detects test mode more reliably and skips the initial database setup during automated checks, so verification runs complete without creating unnecessary configuration records.
Improved Automated test logging: Zelo’s automated module tests now use informational logging instead of verbose debugging by default. This keeps test reports concise and reliable while still capturing the details needed to verify that modules work correctly.
Improved Profile customization setup: Profile customization now skips initial configuration when Zelo is running in test mode, preventing unnecessary setup changes during testing.
Fixed Profile customization setup: Profile customizations now complete the setup process correctly by creating the missing records, so customer-specific settings are fully applied in Zelo.
Added Custom record setup: Zelo can now create new records during customized profile initial setup, including records that depend on other newly created records. This helps pre-configure products, partners, or related data when setting up a Zelo environment.
Added Profile customizations: Zelo can now create new records as part of a profile customization. This makes setup easier because required data can be added automatically and consistently.
Updated Default configuration loading: Zelo now loads the standard profile settings during initialization of the profile customization module. This helps ensure sales, invoicing, product variants, units of measure, and related defaults are applied consistently without manual configuration.
Fixed User search: Zelo now skips empty group entries when filtering users, so searches for users by name or group no longer fail when a group value is missing or blank. This makes user lists and search results more reliable.
Added Work order form: The work order form now shows the work order’s display name as a large heading. This helps users quickly identify each work order while reviewing production details.
Added Profile customizations: Zelo now includes a new foundation for profile-specific customizations that can apply tailored settings during initial setup. This prepares the system to configure defaults for reports, deposits, and selected accounting records, giving each customer profile a more consistent starting point.
Added Vault tags: You can now create named tags and attach them to encrypted vaults, giving each vault a clear category for easier organization and reference
Improved Calendar month view: Appointments are now sorted by their start date and time, and the month view displays more all-day and timed events before showing a “more” option, making it easier to see upcoming meetings at a glance
Added Sample calendar events: The sample data generator now creates realistic calendar events with participants, locations, durations, and all-day options. Demo environments now include scheduling data alongside contacts and projects.
Fixed Product margin report: The report now handles products with no average sale price safely. Margin percentages display as 0% in those cases, allowing you to generate and review margin summaries without errors.
Fixed Email invitations: Follower invitation emails and survey emails are no longer sent automatically the moment they are created. They are now processed through Zelo’s regular email workflow, making delivery more predictable and reducing unexpected immediate sends.
Fixed Email sending: Zelo now sends emails reliably when the system is being tested. This helps confirm that outgoing messages are dispatched as expected.
Fixed Follower invitations: Adding a new follower to a Zelo record no longer tries to push the notification out immediately. It now hands the message to Zelo’s normal email queue, so follower invitations and updates are delivered more reliably.
Fixed Sample purchase order creation: Sample purchase orders now generate reliably even when some suppliers have no products, preventing the process from getting stuck.
Improved Mass email sending: Large email campaigns are now processed through Zelo’s email queue instead of being sent immediately. This keeps the interface responsive and makes campaign delivery more reliable and easier to track.
Added Pricelist item view: The pricelist item list now shows the product, product variant, and applied scope, making it easier to see which items are linked to a specific product or variant.
Updated Contract translations: Italian users now see clearer labels and help text for recurring contract invoicing, including explanations for first invoice period dates and invoice date offsets. This makes it easier to configure prepaid and postpaid contracts in the Italian language.
Added Contract date tooltips: Zelo now shows helpful tooltips on the next period date and invoice offset fields. These explain how prepaid and postpaid contracts determine the first invoiceable period and when recurring invoices are issued.
Added Contract invoice date offset: You can now shift the next invoice date for recurring contracts by a configurable number of days, giving you more control over when invoices are generated relative to the billing period.
Fixed Email reply-to handling: Zelo now preserves a manually set Reply-To address when composing or replying to messages instead of replacing it with the default, helping ensure follow-up messages go to the intended recipient.
Improved Email template rendering: When an email template cannot be rendered, Zelo now records the problem as an error with fuller diagnostic context, making it easier for administrators and support to identify and resolve template issues quickly
Improved Outbound email sender: Emails sent from Zelo now use the message’s sender address when available, falling back to the bounce address only when needed, so outgoing messages appear to come from the correct person or system.
Août 2023
Fixed Data import: We corrected an internal check for importing partner data from CSV files, helping ensure imports with dates and credit limits remain reliable.
Fixed Data import/export: Exported linked record references are now handled more consistently. This helps ensure import/export operations complete reliably when moving records in or out of Zelo.
Updated External record IDs: Imports and exports now use a consistent Zelo identifier prefix, so record references are easier to recognize and Zelo can match them more reliably during data exchange
Fixed Local repository deletion: Deleting a local Git repository now completes reliably and cleans up its associated local repository files before removing the record
Fixed Git repository deletion: Deleting local Git repositories now removes all selected repository records and their local file copies reliably. Previously, only the first repository might be deleted, leaving stale entries behind.
Fixed Git repository deletion: Deletion of a configured Git repository now completes properly, removing the associated Zelo record and its local files without leaving orphaned data behind
Fixed Local repository cloning: Cloned local code repositories are now saved in a separate folder for each repository, helping prevent directory conflicts and making local repository updates more reliable.
Added Product public categories: The sample data generator now creates public product categories and assigns them to sample products, making demo catalogs and e-commerce views more realistic
Fixed Number sequence configuration: The suffix field now appears in the sequence settings view, so users can see and manage the text appended after generated document numbers
Fixed Timesheet task order selection: Archived sales orders no longer appear when choosing a sales order item on a timesheet task. Users can now link tasks only to active order items, reducing confusion and preventing inactive orders from being selected.
Fixed Quality manual translation: Italian text in the quality manual templates has been corrected, so users see clearer and more consistent terminology when viewing the manual in Italian
Updated Italian translations: Italian users now see refreshed labels, report names, and messages across accounting reports, document pages, timesheets, e-invoicing, manufacturing, projects, sales, and helpdesk. This makes the Zelo interface more consistent and easier to read when using Italian.
Fixed Document templates: Default document templates now use Markdown headings instead of HTML tags, so quality manuals and procedure pages display and edit correctly in Zelo
Added Helpdesk portal: The portal ticket list now includes a Hours column that displays the total time spent on each ticket, making it easier to review recorded effort on helpdesk requests.
Updated Expense sale order selection: You can now select closed sale orders when linking them to expenses, making it easier to allocate costs to completed sales.
Fixed Picking unreservation: When stock is unreserved during cancellation, the related reservation lines are now set to a safe draft state before being removed. This helps keep stock movement records consistent and prevents cancelled pickings from causing unexpected errors.
Fixed Inventory transfer cancellation: Cancelling an inventory transfer now runs the cancellation process once, so quantities are restored and linked transfers are updated reliably without duplicate actions or unexpected errors
Improved Stock cancellation: Cancelling stock operations is now more efficient because Zelo processes the related inventory moves directly, reducing unnecessary data lookups and helping cancellations complete faster.
Improved Sales order picking updates: You can now update related stock pickings for physical products when the sales order is confirmed or locked. This helps keep quantities in sync with warehouse operations without reopening the order.
Improved System capacity: Zelo now starts with eight server workers and three background task runners by default. This allows more user sessions and scheduled tasks to be handled at the same time, helping the system feel smoother during busy periods.
Fixed Git branch synchronization: Zelo now compares every commit on a branch with its stored list of commits, so new changes are detected reliably instead of relying only on the date of the newest commit
Fixed Document reports: The report template used for document pages has a typo corrected. Generated PDF pages now render reliably without unexpected formatting issues.
Fixed Project knowledge page assignment: When you update the project on a knowledge page, the new project is now automatically applied to all of its subpages, keeping the entire page tree linked to the correct project
Fixed Document PDF section numbering: Generated document PDFs now show section numbers correctly when a document includes different page types. This keeps exported reports consistent and easier to read.
Fixed LaTeX report formatting: Common report layout settings now include proper section numbering and table-of-contents depth, so generated LaTeX-based reports display headings and contents more consistently
Improved Document page PDFs: Headings in Markdown content now shift automatically based on how deeply a document page is nested. Exported PDFs show the correct chapter and section levels, making multi-level documentation easier to read.
Added Project knowledge defaults: New knowledge pages created under a parent page now automatically inherit the parent’s associated project when no project is explicitly selected. This keeps project-related knowledge consistently grouped and reduces manual setup when adding child pages.
Fixed Support request report: Support request reports now use the correct document template, so generated reports display with the proper layout, header, and footer. This resolves inconsistent formatting when printing or exporting support request documents.
Fixed Project knowledge pages: The project field now appears correctly on the list and detail screens for knowledge document categories, so users can easily identify and organize project-related pages
Updated Document pages: You can now reorder document pages and categories by dragging them, and printed document pages now use a cleaner layout. This makes page order in lists and print outputs easier to control and more consistent.
Updated LaTeX report generation: Report templates were reorganized and Markdown-based reports can now adjust their section heading levels, giving users more control over the structure and consistency of generated documents.
Improved Document page PDF reports: Document pages now generate PDFs from a dedicated report template. This gives more consistent titles, page layout, and formatting when printing or exporting document pages.
Added External template files: Report and document templates can now be kept in separate external files and referenced by their layout definition. This makes it easier to maintain and update template content in Zelo without editing the main module setup.
Improved Document page reports: PDF reports for document pages now use an enhanced LaTeX template with better math and symbol support. Images are also automatically scaled to fit the printable page width.
Added LaTeX report images: LaTeX reports can now include images stored in Zelo when the report content references them. Zelo retrieves the image and inserts it into the generated PDF so the final report displays the picture correctly.
Improved Markdown image links: When you insert an image into a Markdown field, Zelo now includes the original file name in the image link. This makes image references easier to identify and more consistent when content is viewed or shared.
Improved Editor file links: Links to uploaded files in the rich text editor now include the original file name by default, making them easier to recognize and helping files open or download with a meaningful name
Fixed Category list shortcut: The category shortcut in the knowledge base now opens with the correct default item type. New entries created from that view are no longer misclassified as content, keeping category lists consistent.
Updated Document page templates: Page templates now use Markdown, making it easier to create reusable page layouts and keep new document pages consistent
Improved Italian e-invoice partner matching: When importing Italian electronic invoices, Zelo now checks the fiscal code before the VAT number when looking up a customer or supplier. This helps the system match the correct business partner when both identifiers are present. It reduces unexpected mismatches and manual cleanup after import.
Updated Partner VAT validation: Creating a partner with a VAT number already used by another partner no longer blocks the save. Zelo now shows a warning and allows the duplicate when needed, such as for Italian VAT groups where multiple entities share the same VAT.
Improved Italian e-invoice import: Partner matching now finds the correct supplier or intermediary by checking VAT and fiscal code together, then VAT alone, and then fiscal code alone. This makes imports more reliable when one identifier is missing and helps prevent failed imports or wrong partner matches.
Fixed Italian e-invoice import: Incoming Italian e-invoice imports now give a clearer error when the VAT and fiscal code point to different partner records, and they are rejected early if neither VAT nor fiscal code is provided. This helps users spot and correct supplier identification issues before the import fails.
Added Document page reports: You can now generate formatted report documents from internal document pages, including company details and structured sections. This helps teams share polished, print-ready documentation without manual reformatting.
Added Markdown report support: Zelo can now convert Markdown content into LaTeX-based reports, allowing users to write simple structured text and have it rendered with professional formatting. This makes report templates easier to maintain and improves consistency across generated documents.
Added Project knowledge pages: You can now open the knowledge pages linked to a project directly from the project board. A new Pages shortcut appears on project cards and in the project card menu, helping teams find related documentation faster.
Fixed Knowledge page filters: Knowledge pages and categories now show the related project in list and form views, and you can filter by project or choose Project pages or Stand-alone pages. Opening pages or categories defaults to stand-alone pages, making it easier to find the right content.
Added Project knowledge base: You can now connect knowledge articles to projects, making related information easier to find. Project records show their linked articles, and knowledge pages can be associated with a specific project for quick reference.
Updated Document pages: The page type is now required when creating or editing a document page. This ensures every page is clearly marked as content or category, helping keep document libraries organized and easier to navigate.
Improved Document page category indexes: Category pages now generate a clean Markdown-style contents list, and printed document reports show the index only once for a clearer layout
Fixed Project settings: Opening a project from the Kanban view no longer starts editing automatically, so you can review project details before making any changes
Updated Markdown editor icons: The markdown editor now uses Font Awesome icons by default, giving toolbar buttons a cleaner and more consistent appearance across Zelo
Improved Task reports: Task descriptions in project task and chatter reports now render Markdown formatting, so bold text, links, lists, and other formatting appear as intended instead of plain code
Updated Task descriptions: Task descriptions in Project now use Markdown formatting, letting you add headings, lists, and links with simple text. The portal view renders the Markdown so customers and team members see a clean, readable description.
Fixed Project descriptions: The Project descriptions feature now activates correctly after a minor setup typo was corrected, allowing users to add and view project descriptions without configuration issues.
Updated Project descriptions: Project descriptions now support Markdown formatting instead of rich text, letting you write project notes with headings, lists, links, and emphasis. The Description tab and project list view display Markdown properly, making project documentation easier to create and read.
Improved Document page history: Markdown formatting now appears in historical page content, so previous versions are displayed consistently and are easier to read and compare.
Updated Document pages: Document page content now uses Markdown instead of rich text, so you can write and format internal documentation with Markdown and have printed reports display the content as clean, readable pages
Updated Markdown rendering: Markdown content in Zelo fields is now processed through a clearer rendering step, so notes, descriptions, and other Markdown text continue to convert correctly to HTML in forms, reports, and previews.
Fixed Markdown field rendering: Markdown fields now convert to HTML correctly when displayed in Zelo views, templates, or documents. The optional Pandoc conversion setting also works as intended for richer formatting.
Added Markdown editing: Long text fields can now use a built-in Markdown editor with a toolbar for headings, bold, links, and images. This lets users create structured, readable notes and descriptions directly in Zelo forms.
Juillet 2023
Improved Error messages: Unexpected error screens now show a calmer, easier-to-understand message while still letting you copy the full error details to the clipboard. This makes it simpler to report issues to support and understand what needs attention.
Improved Email queue cleanup: Zelo now keeps successfully sent email records for one week instead of one hour, and processes failed email retries in controlled batches, making email delivery history easier to review and keeping background mail processing more stable during busy periods
Improved Sample data generation: Sample records are now created more reliably. Zelo uses fewer parallel tasks and waits longer between retries when a step needs to be repeated.
Added Product margin report: You can now group margin results by sales channel, alongside partner and seller. The report shows sales counts, average sale and purchase prices, and margin for each channel within the selected date range, helping you compare profitability across channels.
Improved Product margin report: The report now processes sale and purchase units of measure in bulk, so margins are calculated consistently when products are bought and sold in different units. It summarizes invoice quantities using the product’s default unit, making product margin reports faster and easier to compare.
Fixed Product margin report: Grouped margin totals now add up the margin volume from each underlying product line instead of recalculating it from averaged values, so category, brand, seller, and partner rows show accurate total margin volume.
Fixed Product margin report: The report now handles invoice lines without a linked product safely, so margin totals no longer fail when a line item is missing product information. It skips those incomplete lines and continues calculating sales, purchases, and average prices for valid products.
Fixed Product margin report access: Account users can now reliably open and manage the product margin report and its underlying margin data, avoiding permission-related errors
Fixed Product margin report translations: Italian labels for the margin analysis report now display correctly, including the menu title and seller filter. This makes the product margin report easier to read and use in Italian.
Added Seller grouping in margin report: The product margin report now groups results by the salesperson on customer invoices. You can now compare revenue, costs, and margins for each seller within the selected date range.
Updated Product margin menu: You can now find the product margin report as Expected Margins under Margin Analysis. The Italian labels for this report have also been updated for clearer navigation.
Improved Product margin report: Expanded automated checks were added for product, partner, and category margin calculations. This helps keep average price, margin, and volume figures reliable as sales and purchase invoices are processed.
Added Product margin report translation: The Product Margin Report is now available in Italian, with translated menu labels, field names, and grouping options, so Italian-speaking users can easily access and review product margin analysis from the main navigation.
Improved Product margin report: The product margin report now provides more reliable results when products are viewed by individual product, partner, or product category, including accurate average sale price, purchase price, margin amount, and margin percentage. This helps users better understand profitability across different groupings.
Improved Product margin report: Margin reporting now handles invoice-based product data more consistently, helping you get more reliable product profitability insights.
Fixed Website quote layouts: Website quote pages now correctly carry product category information when laying out line items. This keeps quote sections, subtotals, and uncategorized items in the intended layout.
Fixed Website quote layouts: Website quote pages now correctly carry product category information when laying out line items. This keeps quote sections, subtotals, and uncategorized items in the intended layout.
Fixed Sales invoice line layout: Invoice line sections now include the product category reference, so grouped sales invoice lines display under the correct category in invoice reports
Added Product margin report: The base Zelo profile now includes the product margin report, letting users analyze product profitability directly. This makes it easier to compare costs, prices, and margins for better purchasing and pricing decisions.
Updated Product margin report: Product margin reports now include support for product brand data and handle empty invoice periods more clearly. Users can generate margin reports with brand-aware product information, and Zelo confirms there is no report data when no invoices exist in the selected date range.
Fixed Helpdesk analytics screen: A display template issue in the helpdesk analytics screen has been corrected. The employee field now appears in the expected location, so support teams can view and manage related records without layout problems.
Improved Sample data generation: Zelo’s sample-data generator now works faster and more reliably by handling more records in parallel and automatically retrying failed entries. It also supports e-commerce sample data, making it easier to create realistic test data for products and sales.
Added Product margin report: The product margin report now includes a margin volume figure, calculated by multiplying each product’s average margin by the number of units sold. This gives customers a clearer view of which products, categories, or brands contribute the most total margin.
Fixed Product margin report: The invoice date filters now use clearer labels, and brand totals now include only products from the exact selected brand. This makes margin analysis easier to read and prevents related brands from skewing the results.
Updated Product margin report: The report now uses a single invoice date range for both sales and purchase invoices, and product lines consistently show purchase quantity and average purchase price, falling back to standard product cost when no purchase invoices are available.
Added Product margin report: You can now view margin summaries grouped by product category and by customer, making it easier to compare profitability across the selected sales and purchase invoice date range
Added Product margin report: Product margin reports now include category-level groupings. You can review average selling and purchase prices, average margin, and sales/purchase counts for each product category alongside individual products.
Fixed Product margin report: The product margin report now excludes zero or negative quantities and only includes products with both sales and purchase activity. Average sale price, purchase price, margin, and margin percentage are now calculated more accurately, with margin percentage displayed as a true percentage.
Improved Product margin report: The report now calculates real product margins from open and paid sales and purchase invoices within the selected date ranges. It groups invoice lines by product to show quantities, average sale and purchase prices, and resulting margin, giving a clearer profitability view.
Added Product margin reporting: You can now generate and view product margin reports to compare sales revenue and product costs, helping you identify which products are most profitable and where pricing or sourcing adjustments may be needed
Updated Clipboard and preview buttons: Copy-to-clipboard and preview buttons now appear before the field value instead of after it, making these quick actions easier to find on copyable or hidden-value fields without changing what is copied or previewed
Fixed Encrypted vault search: The default search filter now works reliably. Users can search vaults by name, username, or URI without unexpected errors.
Added Helpdesk employee visibility: Zelo now displays the responsible employee in helpdesk invoice and timesheet-related list and detail views. This helps users quickly identify who is associated with each billed work entry.
Added Portal timesheet report: Customers can now see estimated and spent time for a project task, along with the invoice reference for each timesheet entry when it has been billed. This makes it easier to track which work has already been invoiced from the project portal.
Added Port forwarding example: The documentation now includes a simple port-forwarding example for debugging network access. It helps administrators temporarily route local traffic to the Zelo server when verifying connectivity.
Improved Database deletion safety: Database removal requests now emit a warning instead of a routine message when the required safety confirmation is missing. This makes it easier for administrators to notice that a deletion was skipped and confirm that no data was accidentally removed during maintenance.
Fixed Sales order section subtotals: Section subtotal rows now align correctly across the full sales order report when products are sold in secondary units, so totals are no longer misaligned or cut off.
Updated Export handling: Exports now handle records without a unique identifier more gracefully, helping keep data export operations stable in edge cases
Added Record external IDs: Zelo can now provide a stable external identifier for any record, creating it automatically when missing to help integrations reference data reliably
Improved Background maintenance: Zelo now automatically cleans up stale internal record references on a monthly schedule. This removes outdated links to records that no longer exist, helping keep the database tidy and reducing the chance of unexpected issues during updates or integrations.
Updated External record identifiers: Zelo now generates cleaner external identifiers for records by removing a database-specific code. This makes record references easier to read and more consistent across databases, imports, exports, and integrations.
Compatibility Image processing: Zelo now uses a stable, tested version of its image-processing support, helping document images, logos, and report rendering work more reliably
Juin 2023
Improved Expense sheet image attachments: Images attached to expense reports now display at a controlled maximum size. Large photos or scanned receipts no longer overflow the page, making printed and PDF expense sheets easier to review.
Fixed Recurring event notifications: Reminders for recurring calendar events now automatically use the nearest future occurrence, so notifications display the correct upcoming date and time instead of a past or unrelated instance.
Fixed Calendar invitations: Italian calendar invitation messages now show the correct upcoming date and time for recurring events. Users will see accurate day, date, and time details in Zelo, even when an appointment repeats.
Fixed Calendar event invitations: Recurring meeting email notifications now display accurate event times and dates. The system recalculates the visible start and end details when event timing changes, so attendees no longer see missing or outdated information in invitations.
Fixed Calendar email templates: Email templates for recurring events now resolve the correct event more reliably, falling back to the original event when a future occurrence is unavailable, so invitations and reminders display the right details
Fixed Calendar event emails: Mail templates for recurring calendar events now select the correct upcoming occurrence. This helps attendees receive reminders and updates for the intended meeting, not an earlier or later instance.
Fixed Calendar event notifications: Email invitations, reminders, and date-change notices for recurring meetings now use the nearest future occurrence, so recipients see the correct day, date, and time.
Fixed Data import handling: Raw file values are now decoded as UTF-8 before being used, so imports containing accented or international characters process correctly instead of producing garbled text or errors.
Updated Email template settings: The configuration option for the email body template engine has been tidied internally. This keeps the Jinja2 and QWeb body choices working consistently when generating emails from templates.
Improved Calendar meeting emails: Meeting invitation, reminder, and rescheduling emails now use dedicated email templates. This helps keep calendar notifications consistent and easier to customize for your organization.
Updated Italian translations: Italian-language labels and system messages have been refreshed across core finance, sales, purchasing, HR, project, and portal areas. Users who select Italian will now see clearer, more consistent wording in forms, reports, and confirmations, reducing confusion in day-to-day ERP tasks.
Fixed Report printing: Reports that are not tied to a specific record can now be printed reliably instead of failing when no record is selected
Added Multi-record PDF reports: You can now control whether multiple selected records are generated as separate PDF documents or combined into a single PDF. This gives administrators more flexibility for batch printing and consolidated reporting.
Added Secondary unit price on reports: Purchase and sales order reports now display the secondary unit price when products are ordered using a secondary unit of measure. This makes PDFs, printouts, and exported order documents clearer and easier to reconcile with invoices.
Fixed Sales order note: Changing the customer on a sales order no longer overwrites the note automatically, so any note you have already entered is preserved while updating customer details
Added Secondary unit pricing: Sales and purchase order lines now show the unit price for the secondary unit of measure, making it easier to review pricing when ordering or selling in boxes, pallets, or other secondary units.
Added Price list reports: Price list print reports can now include secondary unit prices for products that use an alternate unit of measure. This lets users show pricing per case, box, or other selling unit directly in shared price lists without manual calculations.
Added Pricelist print: You can now choose to show the unit of measure on printed pricelists, so each standard, sales, and pricelist price is clearly labeled with its measurement basis
Fixed Italian e-invoice import: Zelo now ignores document-level discount or surcharge entries when importing Italian e-invoices, so the imported total is not recalculated away from the amount stated on the invoice. This gives users a more accurate invoice total and fewer manual adjustments when importing supplier e-invoices.
Added Invoice tax base display: The tax base amount is now visible on incoming invoice lines in the main invoice form. This lets you check the pre-tax amount used to calculate tax before reviewing or approving the invoice.
Fixed Invoice secondary units: Secondary units on invoice lines are now selected and converted correctly based on the invoice type, so sales invoices and purchase invoices use the appropriate secondary unit. This makes secondary quantity calculations more reliable when products have different units for buying and selling.
Fixed Secondary unit calculation: Secondary unit quantities on invoice lines now calculate correctly for sales and purchase invoices, including refunds. This makes converted secondary-unit quantities display as expected when reviewing invoices.
Fixed Invoice secondary quantities: Secondary quantities on invoice lines now use the correct product secondary unit for the invoice direction, so customer invoices and vendor credit notes show sales secondary units while vendor invoices and customer credit notes show purchase secondary units.
Added Inventory moves: You can now see the associated partner directly in the inventory moves list. This makes it easier to identify the customer or supplier for each movement without opening the record.
Fixed Italian translation for secondary units: The Italian label shown for completed secondary unit quantities is now corrected, ensuring users see the intended wording for secondary unit of measure values on inventory and order records
Added Purchase secondary unit: Products can now have a separate secondary unit of measure for purchases, while keeping the existing secondary unit for other operations. Purchase orders will use this purchase-specific unit for secondary quantities, and previously configured secondary units are carried over automatically.
Fixed PDF document generation: Zelo now uses a stable version of the PDF rendering engine, helping prevent missing fonts and broken report layouts
Mai 2023
Added Line-level requested dates: You can now assign a requested date to each line on a sales order, so Zelo can plan purchasing and delivery separately for every product. If a line has no date, Zelo uses the sales order date, making it easier to handle customers who need different items delivered on different dates.
Added Purchase order splitting: You can now configure purchase order rules to split requests based on how far in the future they are. If a requested date is more than the configured number of days later than an existing draft purchase order date, Zelo creates a separate purchase order instead of merging the request. This helps keep deliveries with very different dates organized and easier to track.
Added Procurement rules configuration: You can now open a dedicated procurement rules list from Inventory settings and review each rule’s warehouse, route, and picking type to verify how stock replenishment is configured
Added Secondary unit visibility: A new access group lets users see secondary units of measure across supported areas, including sales, purchases, invoices, and inventory. This makes it easier to use secondary units consistently without enabling each area separately.
Fixed Report PDF regeneration: When a report is configured not to reuse saved attachments, Zelo now always creates a fresh PDF instead of returning a previously saved file, helping printed, exported, or emailed reports show the latest data.
Updated Sale order reports: Product category headings and subtotals now appear on PDF sale orders and website quotes even when the order contains only one product category
Fixed PDF report generation: PDFs now generate more reliably when a report is not set to save as an attachment, because an unnecessary post-processing step is skipped
Fixed Report generation: Zelo now stops when a report cannot find any printable records or saved attachments, and shows a clear error instead of producing an empty or incomplete PDF.
Fixed Multi-record PDF reports: Zelo now renders each selected document independently before combining them into the final PDF, so exports and print jobs are more reliable when several records are selected at once. This reduces missing pages or incorrectly attached PDFs and ensures each record can receive its own report attachment.
Added Python action capabilities: Custom Python actions now have access to built-in date, time, timezone, JSON, and web-request helpers, plus standard error types. This lets Zelo administrators create richer automated workflows without manually adding extra libraries.
Updated Corrective self-invoice type: The corrective self-invoice document type is now enabled for incoming invoices by default, so customers can record these Italian self-invoice corrections without manually changing the document type settings.
Added XML data import: You can now import field contents directly from raw files in XML data definitions. This makes it easier to load file-based values into Zelo fields without manually encoding the content first.
Updated Dependency installation: Zelo now avoids automatically upgrading package tooling during setup, making dependency installation more stable and predictable
Improved Quality checks: Automated unit-test coverage checks are now correctly enabled for Zelo’s main update pipeline. This helps our team verify that each release is tested more thoroughly before it reaches your system.
Compatibility Installation setup: Zelo now installs the correct system libraries and Python packages during setup. This makes newer Linux-based deployments more stable and reduces installation errors.
Fixed Pricelist price rule ordering: Price rules in a pricelist are now prioritized by their end date first, so the rule ending soonest is considered before rules ending later. When end dates are the same, the rule with the most recent start date is considered first, making date-based pricing behave more consistently.
Avril 2023
Improved Import error reporting: Import failures now show a clearer, more complete error summary in the import report, helping you identify data or mapping issues faster
Improved Error reporting: Zelo now formats related error history in system logs more clearly, making it easier to identify the root cause when an operation fails
Fixed Formula evaluation: Invalid calculations now raise a clearer error message while preserving the original failure details, so users and admins can identify the problematic formula more easily
Added Custom importer options: You can now select the delimiter and quoting characters when running a custom import, so Zelo can correctly parse CSV files that use different formatting rules.
Added Partner-specific customizations: The default Zelo profile now includes the partner-specific customization feature set. It is now built on the standard profile, so these customizations are available out of the box and install more consistently.
Improved Partner customizations: Partner-specific customization settings now load more reliably because Zelo no longer creates a circular link between customization and profile modules. We also added automated checks to help ensure these settings continue to work correctly.
Updated Profile customizations: Partner-specific customizations now depend on the core profile foundation, so they install more reliably and stay consistent with the main profile features
Improved Product cost updates: The Update Cost option is now always shown for single-variant products when real-time stock valuation is enabled, so you can adjust product costs without checking the costing method first
Improved Italian e-invoice import: Error messages now include the supplier name and source file along with invoice details. This helps you quickly identify which imported document needs attention.
Improved Italian e-invoice import: Import errors now show the invoice number, invoice date, and file name. This makes it easier to identify which supplier e-invoice failed and resolve the issue quickly.
Mars 2023
Updated Browser title branding: The application window and browser tab now consistently show Zelo as the product name. This makes it clearer which system you are using when multiple tabs or windows are open.
Added Credit note details: Credit notes created from the refund wizard now include the description or motivation you provide, so recipients can see why the credit note was issued directly on the document
Fixed Italian e-invoice related documents: Related documents on Italian e-invoices now remain correctly linked to the associated invoice and invoice line. This ensures the right invoice reference is saved when related documents are added, edited, or copied, so invoice details and related document lists are accurate.
Updated Auto-load on scroll: The automatic loading of additional records while scrolling is no longer enabled by default. When the option is turned on, it now loads fewer records at a time, making large lists feel smoother.
Compatibility Browser-based checks: Automated Chrome checks now allow the remote connections needed for validation, making feature testing more reliable when Zelo is updated
Improved Automated quality checks: Zelo now runs a previously missing set of automated checks with coverage reporting, helping ensure updates behave consistently before release
Improved Automatic list loading: Long lists now detect the bottom of the scrollable area more accurately by comparing the visible height with the total scroll position. Additional records load at the right moment, making large lists feel smoother and more reliable.
Fixed List auto-loading: Long list views now load additional records more smoothly when you scroll, with safer record counts and fewer failed page transitions
Added Scroll loading: Zelo can now automatically load more records as you scroll through list and kanban views. This makes large record sets easier to review without constantly clicking through pagination controls.
Fixed Point of Sale customer search: The Point of Sale now cleans customer search data before storing it in the local search index, preventing unusual characters or extra separators from interfering with results. Cashiers can now find customers reliably while ringing up a sale, even when names or email addresses contain special characters.
Updated Browser automation: Zelo now uses a newer browser control component to keep automated web tasks stable. This helps Chrome-based features such as PDF generation, previews, and exports continue to work reliably.
Compatibility Browser-based checks: Automated Chrome checks now allow the remote connections needed for validation, making feature testing more reliable when Zelo is updated
Improved Session management: Zelo now keeps user sessions consistent by relying on its PostgreSQL-backed session store. This internal cleanup helps maintain reliable logged-in access across the application while reducing unnecessary background logging.
Fixed Session storage: Zelo now creates its session storage tables and indexes safely if they are already present. This prevents startup or recovery errors and helps keep user login sessions stable.
Fixed Commission agent assignment: Commission agents on sales orders and invoices are no longer cleared when the customer is changed. The automatic customer-change update that could remove agent assignments has been disabled, so commission details remain intact until you recompute them.
Fixed Invoice commission details: Sales commission lines on invoices now open and save correctly. Users can assign agents, set commission rates, and enter commission amounts directly on invoice lines without losing changes.
Fixed Commission updates: Agent commissions on sales orders and invoices now update correctly when related details are changed. This keeps commission amounts accurate and prevents assigned agents from being unexpectedly cleared.
Fixed Sale commission agents: The agents field on invoice lines now displays the agent’s name correctly and shows selected agents as tags, making commission assignments easier to review
Fixed Italian language: Italian translations for CRM, project ratings, and sales commissions now correctly display quarterly periods as “trimestri” and “Trimestrale” instead of “quadrimestri” and “Quadrimestrale”. This helps users see accurate period labels.
Removed Report footer QR code: Generated reports no longer include a QR code in the footer by default, giving documents a cleaner and more consistent appearance. This removes an unexpected scan code from printed or exported reports while leaving report customization options available for teams that need it.
Fixed PDF report generation: Zelo now generates PDF reports using a single, stable conversion pass instead of running multiple conversions at once. This makes reports with multiple parts or pages generate more reliably, reducing blank pages, missing content, or inconsistent ordering.
Updated Upgrade testing: The automated upgrade check now validates the next planned release instead of an older target. This helps confirm that Zelo upgrades run smoothly and reliably for customers.
Fixed Invoice duplication: When you duplicate an invoice in Zelo, any related documents attached to the original are now carried over to the new copy, saving time when preparing updated or similar invoices for Italian e-invoice workflows.
Updated Product variant attributes: Attribute values on product variants can now be edited directly in the variant form, allowing users to adjust variant options without switching to the parent product template.
Fixed Italian e-invoice export: Auto-generated invoices now include the company’s correct postal code in Italian e-invoice exports, instead of showing a placeholder in the seller’s address details.
Fixed VAT validation: Zelo now checks VAT numbers for each partner separately, so disabling VAT checking for one contact no longer prevents validation for other contacts
Added Custom import scripts: Custom import scripts now have access to built-in JSON tools, so you can parse JSON payloads and JSON-encoded fields directly while importing data
Updated Purchase order processing: Zelo now uses a cleaner internal flow when locating or creating a purchase order for a selected supplier. This helps keep supplier matching, company handling, and order notes consistent during procurement.
Added VAT validation: You can now disable VAT validation for individual partners, allowing Zelo to accept VAT numbers that would otherwise fail format or country checks. This keeps validation active for all other partners while giving you flexibility for non-standard VAT data.
Février 2023
Fixed Multi-file invoice import: When importing multiple electronic invoice files, Zelo now reports the exact file name if a document fails validation. This helps you quickly identify and fix the problematic upload instead of guessing which file caused the error.
Improved Development shell: The interactive test shell now preserves the current environment when starting the Python session, so settings such as locale and environment variables are no longer lost. This makes troubleshooting and development work in Zelo more reliable and predictable.
Janvier 2023
Improved Installation reliability: Zelo now treats its application folder as a trusted Git location for the system users that run it. This reduces the chance that updates or maintenance tasks fail with Git ownership errors.
Updated Marketing executive dashboard: The Italian labels for total customers and total leads on the CRM dashboard are now clearer and more concise. Users viewing the Marketing Executive Dashboard in Italian will see updated wording for these key metrics, improving label consistency across the dashboard.
Updated Marketing dashboard translations: Italian labels and report titles in the marketing executive CRM dashboard have been refined. Users viewing campaign, lead, and opportunity metrics in Italian now see clearer, more consistent wording for conversion rates, monthly lead trends, and campaign performance reports.
Fixed Marketing executive CRM dashboard: The dashboard now uses net sale order amounts for ROI, so marketing return calculations ignore taxes and reflect actual revenue. Lead counts by model and by stage now match the correct fields and sort monthly data correctly, giving executives more reliable performance insights.
Fixed Marketing cost status: The status bar on the marketing cost form is no longer incorrectly locked, so you can now select the record’s status directly from the form to move it through the expected workflow.
Updated Italian localization and calendar view: The import screens and related data import tools now include Italian translations, so users can work in their preferred language. The calendar also opens to the Month view by default, giving a clearer overview of scheduled items.
Updated Website form builder icon: The form builder app now shows a clearer icon in the application list, making it easier to recognize and open.
Added Website Form Builder and pivot reports: The Website Form Builder now has a dedicated icon in the Zelo app list, making it easier to find. Pivot views also support calculated measures, so users can combine existing measures to create custom values for analysis.
Updated Italian dashboard wording: The Italian label for Total Expected Revenue on the Marketing Executive CRM dashboard now appears as “Valore Opportunità Aperte”, making the metric clearer for Italian users.
Added Global discounts on sales orders: You can now add a global fixed or percentage discount to a confirmed sales order directly from the order form. This lets sales teams adjust the total price without reverting the order to draft first.
Fixed Board view display: Board views now load the correct default layout consistently. This helps personalized dashboards show the intended arrangement instead of an unexpected or outdated view.
Improved Contract pricing: Recurring contract lines that use automatic pricing now pick up current product list prices more reliably when invoices are refreshed. This helps ensure billed amounts match your latest product pricing.
Fixed Pricelist price selection: Zelo now applies a consistent tie-break when multiple pricelist rules match, so product prices on sales, quotes, and product forms are calculated reliably
Fixed Contract automatic pricing: A reliability check for automatic pricing on contract lines was corrected so it properly verifies that a line picks up the product’s current list price, helping ensure contract amounts stay aligned when product pricing is updated.
Fixed Product barcode printing: Product labels and barcode reports now choose the correct barcode format automatically. Numeric EAN-13 and EAN-8 barcodes remain unchanged, while barcodes that include letters now print as Code 128 so they are readable and print correctly.
Décembre 2022
Improved Custom import progress: Import jobs now update the progress bar correctly as each row is processed, including reaching 100% after the final row, while dry-run checks remain safe and do not save live records
Fixed Data import: Custom imports now handle progress logs and transaction checkpoints more reliably, so interrupted or failed imports are less likely to leave partial data or confusing error details
Added Import abortion: You can now stop a running data import before it completes. Zelo marks the interrupted import as errored and records start and finish details, helping you review the interruption and restart a clean import when ready.
Added Custom import progress tracking: Import jobs now appear as persistent records you can monitor from the import list. Each job can include a short description and shows its progress, making large file imports easier to follow.
Added Custom data import: You can now monitor custom import progress in real time and run a dry-run test to validate data before changes are saved to Zelo
Improved Expression handling: Zelo’s safe evaluation of formulas and filter expressions has been refined, helping keep calculated fields, report filters, and automated rules running smoothly without changing how you use them
Added Pricelist revision support: Zelo now includes product pricelist revision capability in the base profile, so you can track and compare different versions of product price lists over time. This makes pricing changes easier to review and helps keep sales and purchasing records consistent.
Fixed Price list revisions: The setup for price list revision checks has been corrected, so revised pricing rules are now validated more consistently and customers can trust that price updates behave as expected
Improved Product pricing: When several date-based price rules could apply to the same product, Zelo now prefers the rule with the most recent start date and the earliest end date. This makes the selected price more predictable during overlapping or transitional pricing periods.
Fixed Pricelist revision wizard: Duplicating a pricelist revision now sets the previous price item’s end date correctly. This ensures price changes take effect on the intended start date without overlapping or leaving gaps.
Added Pricelist revision: You can now create a revised version of a product pricelist by copying existing price rules. The revision keeps the scope of each rule, including global, product, variant, or category pricing, making it easier to update prices without rebuilding the pricelist from scratch.
Updated Custom import tools: The custom import feature now lives in the main import area, with saved import configurations that can be activated or deactivated. This makes custom imports easier to locate and manage as part of Zelo’s standard import workflow.
Improved Custom import setup: Zelo now requires you to select an importer and attach a file before starting an import. This helps prevent accidental empty imports and makes the import process clearer.
Improved Custom import: Import jobs now display a progress indicator while records are processed, making longer data imports easier to monitor and less likely to feel stuck
Added Custom import tool: A new import tool helps you bring data into Zelo with more flexible field mapping, clearer validation, and improved error handling for smoother imports
Fixed Italian e-invoice XML: Zelo now marks Italian e-invoice XML files with the expected official namespace prefix, so they are more consistently accepted by Italian e-invoice transmission services and the Revenue Agency.
Novembre 2022
Fixed Italian e-invoice import: Zelo now correctly imports incoming Italian electronic invoices that include lines with 100% discounts or zero prices. This prevents import errors and keeps invoice totals, taxes, and line amounts accurate.
Improved Account reconciliation: The reconciliation view now shows up to 100 lines by default instead of 10, making it easier to review and match more transactions at a time with less scrolling.
Fixed E-invoice total validation: Zelo now reliably compares the total on imported Italian e-invoices with the invoice total, including cases with withholding tax or reverse charge. Mismatch warnings now show the correct invoice name, helping users spot and correct total differences faster.
Fixed Italian e-invoice import: Incoming Italian e-invoices now display a clear error message when the invoice total does not match the e-invoice total, making it easier to correct mismatched totals instead of failing unexpectedly
Improved Invoice display and validation messages: Invoice names now include the supplier reference when available, making it easier to recognize records in lists and dialogs. Validation errors for Italian electronic invoices now also show the invoice name, helping you identify the exact invoice that needs attention.
Fixed Italian e-invoice import: Rounding lines created during import now apply the correct VAT, helping imported supplier invoices calculate tax totals accurately.
Fixed Italian e-invoice import: Imported Italian e-invoices now apply the correct tax to rounding adjustments found in the invoice summary. This keeps the invoice total, tax amount, and line details consistent with the original supplier document.
Added Electronic invoice total: The e-invoice tab on purchase invoices now shows the total amount from the Italian e-invoice. This helps users verify the billed total at a glance without opening separate invoice details.
Improved Italian e-invoice rounding: Imported Italian electronic invoices now handle small rounding differences more consistently. Zelo can use default active and passive rounding accounts on a journal to post rounding amounts without manual corrections.
Improved Account reconciliation: The reconciliation view now shows up to 100 lines by default instead of 10, making it easier to review and match more transactions at a time with less scrolling.
Fixed Git commit notifications: Email subject lines for code pushed to a Git repository now display the related project or task code and name correctly. Users no longer see escaped characters when Zelo notifies them about new or standalone commits.
Updated Product form: The project template option now appears only when the product is a service. This keeps non-service product forms cleaner and avoids choosing a project template where it does not apply.
Fixed Task duplication: Duplicated tasks now keep the same project stage as the original, so copied tasks start in the correct workflow step instead of falling back to the default stage
Fixed Helpdesk pricing duplication: When duplicating Helpdesk projects, tasks, or customer pricing records, the configured price rate is now carried over automatically, so the new record starts with the same rate instead of resetting to zero.
Updated XML schema validation: Zelo now uses a newer version of its XML validation component, so structured documents and data imports that rely on schema checks are validated more consistently and with fewer compatibility issues
Added Contract template lines: You can now assign analytic tags directly to each line in a contract template. This makes it easier to track recurring contract items by project, customer, or cost center in financial reporting.
Octobre 2022
Updated Version detection: Zelo can now use a predefined release version when it cannot detect one from the installation source. This keeps version information available for packaged or extracted installations.
Added Customization profile: Zelo now includes a dedicated customization profile for partner-specific settings. This optional component can be enabled for selected customers to apply tailored data and behavior. It helps keep customer-specific enhancements separate from the core ERP.
Fixed Timesheet service products: Service products used for timesheet sales now have unique internal reference codes. This helps Zelo distinguish each service correctly when creating sales orders, timesheets, and related invoices, avoiding confusion from similar or duplicate codes.
Removed Invoice comments: Customer invoices no longer automatically include the company’s default sales note when they are created. You can still add a custom note manually before sending or posting the invoice.
Fixed Data field handling: Zelo now prevents an endless lookup when a data field is accessed, so record forms, lists, and background processing stay responsive even when unusual field values are present
Improved Version detection: Zelo now checks version information more carefully when the normal startup path is unavailable. This helps keep release details accurate and avoids unnecessary errors.
Added Zelo documentation: Zelo now includes a working foundation for automatically generating module reference documentation. This gives teams a consistent way to publish and browse information about Zelo modules from the main documentation area. The setup also prepares the documentation for future module-specific pages and reference indexes.
Added Documentation: Zelo now includes an automated documentation setup that helps create organized reference material. This makes it easier to maintain clear, up-to-date guidance for Zelo features and workflows.
Fixed Release version detection: Zelo now determines its installation location more reliably, so version and release-level details stay accurate even when the system is accessed from another working directory
Added Survey stage setup: You can now open and manage survey stages from the Survey configuration menu. This gives teams a clearer place to define and adjust the stages used in survey workflows.
Added Task report: Task reports now show the task code next to the task name, and the project code next to the project name, so users can quickly identify tasks and their parent project when viewing or printing the report
Updated Italian e-invoicing: Zelo now validates Italian electronic invoices against the latest 1.2.2 rules. Users can also create and send invoices for VAT purchases from San Marino using the newly supported document type.
Septembre 2022
Fixed Italian e-invoice creation: Zelo now safely ignores missing delivery dates when determining the fiscal document type. This prevents interruptions and ensures Italian e-invoices can still be generated.
Fixed Git commit notifications: Commit notifications for local Git repositories no longer duplicate when a commit is linked to a project task. Zelo now sends task-linked commit notifications and standalone commit notifications separately, so project activity receives only the intended updates.
Improved Database backups: Backup archives now use stronger compression by default, reducing the size of saved database exports while keeping all data fully restorable
Added Open Tasks filter: You can now quickly view all non-closed tasks from the project task list, making it easier to track active work without manually checking each task’s stage.
Updated EU service tax rates: Zelo now uses refreshed default tax rates for EU service transactions, so quotes, invoices, and other service documents calculate the correct country-specific tax automatically
Removed Action view settings: A redundant view list field was removed from the action configuration screen. Administrators now see a cleaner set of view options, making it easier to choose the correct view without extra technical clutter.
Updated Activities view: The Activities screen now opens in a list view by default, making it easier to scan and manage many activities at once. You can still switch to the board or form view when needed.
Added Task priority column: The project task list now includes a priority column for each task. This visual indicator helps users quickly identify urgent work without opening individual tasks.
Fixed Project name display: Projects without a project code no longer show an extra dash before the name, making project lists look cleaner and easier to read
Fixed Project key loading: Project key features now initialize more reliably, preventing unexpected module load errors. Users can access project key settings and related workflows without interruption.
Fixed Project code creation: Installing the project code feature no longer automatically creates missing project codes for existing projects, so you can manage project codes intentionally without unexpected changes during setup
Fixed Project reference: The project reference field is no longer mandatory when creating or editing a project, so users can save projects without entering a reference and still see any existing reference in read-only form
Fixed Project code generation: Zelo now includes archived projects when checking for duplicate project codes. This helps prevent new projects from receiving a code that was already used on a previously archived project.
Fixed Calendar filters: The calendar view now handles user and attendee filter selections more consistently, so saved filters, filter counts, and removal confirmations behave as expected
Fixed Server setup: Zelo now installs all required components on Debian-based systems, so password security features work correctly from the start
Fixed Italian e-invoice export: Customer names and invoice line descriptions are now cleaned of unsupported characters before FatturaPA XML is generated, so invoices with unusual letters no longer fail export
Updated Data encryption: Zelo now includes a default encryption key in the system configuration. This helps encrypted data features work consistently after setup, without requiring extra manual configuration.
Added Last update details: Many Zelo record forms now show the last updated by and last updated date fields at the bottom, making it easier to see recent changes at a glance. This improves visibility across common areas such as invoices, partners, products, projects, and HR records. Users can now check when and by whom a record was changed without opening additional history views.
Fixed Italian e-invoice XML processing: Zelo now explicitly applies the required FatturaPA XML namespace when validating electronic invoice documents, reducing the chance of schema validation errors and helping invoices comply with Italian e-invoicing requirements
Août 2022
Fixed Holiday timesheet defaults: Timesheets generated from approved leave types now correctly use the company’s default internal project and task, including for existing companies and leave types that were set up before this update
Updated Project codes: Projects can now be saved without a mandatory project code, giving teams more flexibility when a code is not needed. Zelo can still assign default codes where appropriate, so existing records remain consistent.
Improved Time-off project setup: Zelo now creates the internal project used for leave time entries more reliably when a company does not already have one, so time-off tracking is configured correctly without manual intervention
Fixed Encrypted Vault menu: The Encrypted Vault menu now shows the correct icon and appears in a clearer place in the main navigation, with Vaults and Configuration in a more predictable order. Related settings and nearby repository menus are easier to find, helping users access encrypted vault records and configuration options faster.
Added Italian language support: The project version control and encrypted vault modules now include Italian translations and updated icons. Italian users can read menus, labels, and confirmation messages in Italian, while the new icons make these modules easier to recognize in the app list.
Added Git project access: Zelo now includes the Git User and Git Manager roles, and the local Git integration appears with the correct name.
Improved Password security: Zelo now stores user passwords with a stronger hashing method, making account credentials harder to compromise. Existing passwords continue to work and are automatically upgraded to the new method the next time users sign in.
Updated Test environment maintenance: Unused test containers and images are now automatically removed after 24 hours instead of 50 hours. This helps keep the shared testing environment cleaner and reduces the chance of stale resources accumulating.
Added Internal project creation: Zelo now automatically assigns a default project code to the internal project created for each company, making it easier to identify and filter internal projects in project lists and related views.
Improved Encrypted fields: Zelo now automatically derives a secure encryption key from the configured password. Administrators can use a regular password for encrypted fields, and Zelo will convert it into a stronger key to protect sensitive data.
Added Task commit linking: You can now manually connect code commits to project tasks directly from the task form. This lets teams review the repository, branch, author, date, and commit message for each linked change, making it easier to trace which work has been completed on a task.
Updated Italian translations: Italian users now see clearer and more accurate text for invoice tax stamp and helpdesk features. Labels, messages, and help notes are now easier to read in the Italian interface.
Added Customer-specific tax stamp option: You can now enable automatic tax stamp line creation for individual customers in addition to company-wide settings. When an invoice is subject to the tax stamp, Zelo can add the required line automatically for that customer, helping you meet Italian billing requirements without manual edits.
Fixed Timesheet invoice stamping: Invoices created from timesheets now receive the Italian tax stamp correctly. This ensures that service invoices generated from recorded time entries are stamped automatically and remain ready for accounting and compliance.
Added Italian tax stamp on support invoices: When billing time from support tasks, Zelo now automatically adds the Italian tax stamp if the customer’s fiscal position requires it. This helps ensure support-related invoices are compliant without manual entry.
Fixed Git user avatars and repository icons: Git user profiles now display the correct avatar image, and local repository entries show the updated icon in Zelo. This makes Git-related project views clearer and more consistent for users.
Fixed Local Git repository cleanup: Deleting a local repository now properly removes its stored files from the server. Branch filtering also works correctly when no specific branches are restricted.
Fixed Local repository updates: Local Git repositories configured for automatic updates now correctly trigger their update process during scheduled refreshes. This ensures selected repositories stay up to date without requiring a manual refresh.
Added Local Git repository settings: The automatic update option is now visible in the project Git configuration, letting you control whether Zelo automatically pulls updates from local Git repositories.
Added Local Git repository updates: Zelo now runs a scheduled background job every 15 minutes to fetch and update configured local Git repositories, keeping branches and commit information current without manual intervention
Improved Code commit notifications: Commit notification emails now show cleaner subject lines and omit the sender avatar line. This makes repository update messages easier to read and scan in Zelo.
Updated Git commit views: Commit lists now show the related repository, linked tasks, and branch, and local repository settings include a new toggle for sending project notifications
Fixed Git commit timestamps: Commit dates synced from local repositories now account for the original author’s timezone offset, so history views and reporting show the correct time instead of a shifted value
Improved Git branch and commit sorting: Branches now sort alphabetically by name, and commits sort by date with the newest entries first. This makes it easier to find active branches and recent changes in the source control lists.
Improved Repository updates: You can now manually refresh a connected code repository and continue a branch from the last commit already available in Zelo. The related repository screens have also been tidied up for clearer layout and easier navigation.
Fixed Project Git configuration: The Zelo profile now includes the correct local Git repository support, so project-related tools that connect to local code repositories load properly and avoid missing-module issues
Removed GitLab integration: The optional feature for linking Zelo projects to GitLab repositories has been removed. Users can no longer sync project data with GitLab or process GitLab webhook notifications.
Added Git repository branch limits: You can now specify which branches to follow for a connected Git repository by entering a comma-separated list. Only the listed branches are tracked, while all other branches are ignored.
Added Local Git repositories: You can now connect project records to local Git repositories in Zelo. Git branch, commit, repository, user, and GitLab screens also display more consistently, with clearer list views for easier scanning
Added Password preview: A small eye icon now appears next to password and previewable fields, letting users temporarily reveal the entered value in a tooltip. This makes it easier to double-check sensitive values before copying or submitting a form.
Improved Encrypted vault permissions: Encrypted vaults now support per-vault user access, so only users explicitly allowed on a vault or its creator can view it. This makes it easier to control who in Zelo can access sensitive stored credentials.
Added Encrypted Vault access: The default user is now automatically assigned to the Encrypted Vault manager role, allowing them to access and manage encrypted vault entries without extra permission setup
Updated Leave timesheet project: Leave entries are now linked to the company’s standard internal project by its project code. This helps Zelo reuse the correct project instead of creating unnecessary duplicates.
Fixed Encrypted vault: The vault form no longer allows direct copying of the stored connection address. This reduces accidental exposure of sensitive details while users can still view, edit, and manage vault entries normally.
Added Encrypted text fields: Zelo can now store longer text entries in encrypted fields, so detailed notes and multi-line values are protected the same way as shorter data
Fixed Clipboard copy: Copying text now preserves line breaks and other formatting correctly, so pasted content matches what you copied in Zelo. The copy action now uses a multi-line clipboard method, making copied notes, descriptions, and multi-line fields paste reliably into other apps.
Added Encrypted data storage and clipboard support: Zelo now supports encrypted fields and a secure vault for storing sensitive values, with role-based access and change history. Users can manage vault entries from settings and copy supported values to their clipboard directly in the web interface.
Improved Project code uniqueness: Projects created with the same name now receive distinct project codes, helping keep project references clear in lists, reports, and tracking views
Added Module actions: You can now install, upgrade, or uninstall modules using dedicated shortcut actions, making module lifecycle management faster and easier from within Zelo
Added Git project tracking: You can now connect Zelo projects and tasks to Git repositories and browse branches, commits, and contributors. With GitLab support, repository activity can be linked to project records for a clearer view of development progress.
Fixed Project code generation: Short project codes are now padded to at least three characters, and Zelo automatically appends a unique suffix when a generated code already exists, preventing duplicate project codes.
Added Project keys and image display: Projects and tasks can now have unique keys for easier referencing in lists and views. A new image widget also lets Zelo show a picture from a web address in supported forms, providing a quick visual reference.
Removed Email template footer: The “Sent by [company] using Zelo” line is no longer included in several default email templates, including one-time password, signup invitation, event, recruitment, and website quote messages. Recipients will see a cleaner email ending without the extra platform attribution.
Improved Email delivery: Emails sent from Zelo now use quoted-printable encoding for message text instead of base64, improving compatibility with mail clients and reducing the chance of garbled text or delivery issues.
Fixed Partner name order: Existing partner names now recalculate automatically when the name order setting is changed, so first and last names display in the selected order without manual editing
Fixed Analytic account duplication: Duplicating an analytic account now copies its recurring invoice lines. This means repeatable billing items are carried over to the new account, so you don’t need to re-enter them or risk missing recurring invoices.
Juillet 2022
Fixed Portal message images: Images and attachments in Zelo’s customer portal discussions now load as soon as the discussion opens. This helps customers see the latest files without needing to refresh the page
Fixed Invoice price list updates: Selecting a customer on an invoice now reliably applies that customer’s default price list, including when generating invoices from Helpdesk timesheets
Fixed Warning messages: Zelo now checks whether two warning messages are identical before combining them. This prevents repeated alerts from cluttering the screen during operations such as saving records or validating data.
Removed Sales order remaining-to-invoice fields: The optional sales-order screen fields that showed the remaining amount still to invoice have been removed. Sales orders no longer display these extra residual-to-invoice values, so users should use the standard invoicing and payment status information to track outstanding amounts.
Removed Sale order residual feature: The residual sales order option has been removed from the standard sales profile, so it will no longer appear as an available sales add-on during installation or upgrades. Existing sales order data remains intact, but residual-specific screens and actions are no longer offered in Zelo.
Fixed Sale order invoicing percentage: The invoiced percentage shown on a sale order is now limited to a valid 0–100% range. This prevents confusing negative or over-100 percentages when invoices are adjusted or reversed.
Fixed Bill of Materials components menu: Existing Zelo installations can now update without menu conflicts, and the Bill of Materials components menu continues to open correctly from Manufacturing
Fixed Italian residual amount labels: The Italian wording for remaining sale order amounts has been corrected, so net and gross residual values now appear more clearly on the relevant sales and invoice screens
Added Italian translation: The sales order invoicing residual fields now appear in Italian, including net and gross residual amounts and invoicing percentage labels. Italian users can now track what remains to be invoiced on quotations and sales orders in their preferred language.
Updated Sales order invoicing progress: In Zelo, sales order screens now show the remaining amount to invoice and invoicing percentage more reliably. This makes it easier to track partially invoiced orders and confirm what still needs to be billed.
Fixed Timesheet invoice pricing: Invoices created directly from helpdesk timesheets now apply the customer’s pricelist correctly. This ensures line prices are updated before taxes are calculated, preventing invoices from being created with missing or default amounts.
Added Sale order invoicing status: Sale orders now show the remaining amount still to be invoiced and the percentage already invoiced. These figures are calculated from the order total and all non-cancelled related invoices, helping sales teams track billing progress at a glance.
Added Invoice pricelist automation: New invoices and invoice lines now automatically use the customer’s pricelist when their price or amount is left at zero, so Zelo applies the correct pricing during creation without requiring manual price entry
Added Italian invoice pricelist labels: The invoice pricelist settings and price update actions now display in Italian. Italian-speaking users can more easily recognize the pricelist field and update invoice line prices from the selected pricelist.
Fixed Invoice pricelist placement: The pricelist field and price update button now appear in the expected spot on the invoice form, making it easier to choose a pricelist and update invoice line prices.
Added Invoice pricelist support: Customer invoices and refunds can now use a customer’s default pricelist, with the field prefilled when the customer is selected. You can update product line prices from that pricelist while the invoice is still in draft, so final amounts match agreed customer pricing.
Fixed Return picking invoice links: Invoices created for returned sale order lines now correctly link to the related return picking. This makes it easier to trace which invoice matches a customer return and keeps billing, delivery, and return records connected.
Updated Timesheet invoice link: The invoice linked to a timesheet entry can now be edited directly. This makes it easier to correct or reassign the billing reference when a timesheet is associated with the wrong invoice.
Improved Inventory scheduling: Automated inventory scheduling now records unexpected errors more clearly, helping identify and resolve scheduling issues faster without interrupting other stock operations
Fixed Sales analytics: Delivered quantities on analytic lines are now recalculated correctly when a sales order is processed, so reports and cost tracking reflect the actual goods delivered. This prevents outdated quantity values from appearing on sale-related analytic entries.
Fixed Portal image loading: Images on customer portal signature pages now load after the surrounding portal interface is ready, preventing timing issues that could leave them blank or out of place
Added Italian e-invoice reason: Outgoing Italian e-invoices now include the related document’s name and origin in the Causale reason field. This helps recipients identify the source of the invoice, especially when it references a declaration or public administration document.
Fixed Manufacturing menu: The Bill of Materials menu now loads reliably, keeping production navigation stable and easy to access
Fixed Timesheet invoice pricing: Invoices generated from timesheets now preserve the intended unit price for helpdesk products instead of converting it to the line quantity unit. This prevents incorrect billed amounts when a service price is set per hour, day, or another service unit.
Fixed Project templates: When you duplicate a project from a template, its tasks now automatically inherit the project’s customer. This ensures each task keeps the correct partner assigned without needing manual updates.
Fixed Website page interactions: Regular users visiting the Zelo website now see properly loaded page elements and interactive widgets. Shared website pages therefore work as intended without requiring admin access.
Fixed Form layout: The header button and main form area now display correctly on high-resolution screens, and the form no longer shifts or overlaps when the tree sidebar is opened, closed, or resized
Fixed Bill of Materials: The bill of materials screen now displays its header section correctly. This keeps standard actions and status information visible where expected while creating or editing manufacturing BOMs
Updated Product and manufacturing forms: Product category forms now include the standard header area for a more consistent layout, and Bill of Materials forms now show a Tree button for quick access to the tree layout
Updated Italian language support: Italian interface text has been refreshed across accounting, purchasing, sales, and reporting areas, so users working in Italian now see clearer and more consistent labels and messages in standard Zelo screens and reports.
Added Tree structure panel: You can now open the tree structure panel from the form header and drag its edge to resize it. This gives more screen space to the tree or to the related form fields, depending on what you need to review.
Added Purchase order actions: You can now confirm a draft purchase order and send it by email in a single step. This shortcut combines approval and supplier notification, reducing manual clicks and helping purchase teams move orders forward faster.
Fixed Error notifications: Error messages now show only the main title, reducing clutter. This makes it easier for users to understand what went wrong when an issue occurs.
Added Helpdesk support request report: A new preliminary report template is now available for helpdesk support requests, giving a cleaner printed layout. Time entries are now shown with date and description, while less relevant internal billing details are no longer displayed.
Fixed Error log formatting: Zelo now writes error messages and detailed failure information to logs with clear line breaks instead of escaped characters. This makes it easier for support teams to understand what happened when an operation fails.
Improved LaTeX report generation: Error messages now include more detailed output when a report fails to generate, making it easier to identify problematic content or formatting issues and resolve them faster
Juin 2022
Fixed Helpdesk support reports: Support reports no longer include the full message history by default, which helps prevent PDF generation from failing when email messages contain unusual formatting. The report option is temporarily hidden while the issue is investigated.
Improved Product page layout: The product form now displays the hierarchy panel above the main form section for a clearer view of the product structure. Users can review and navigate the product tree more easily while editing product details, with the layout adjusting more cleanly across different screen sizes.
Fixed Stock returns: When creating a return from a completed delivery or receipt, Zelo now correctly applies the refund flag to the returned lines, ensuring related accounting and refund processing works as intended
Updated Stock transfer locations: Source and destination locations are now always displayed on stock transfer forms, giving users immediate visibility into where items are coming from and where they are going.
Fixed Project portal task names: Task titles in the customer portal now display the proper task name instead of an internal record label. This makes task lists and task detail pages clearer for external users. It also prevents unnecessary internal identifiers from appearing in portal views.
Improved Customer ticket page: The customer-facing support ticket page now hides internal project and analytic account fields, giving customers a cleaner view of their ticket. This change only affects what customers can see, not internal staff access.
Added Customer ticket comments: Customers can now add comments to helpdesk tickets associated with their account, even if they are not following the ticket. This lets them respond to their own support requests while Zelo still prevents commenting on tickets they do not have access to.
Fixed Helpdesk contracts: The Helpdesk app now works reliably with variable-quantity contracts, so contract-based pricing and billing options load correctly without missing setup steps
Updated Helpdesk hour balance: Automatic resets now only apply when a customer has positive remaining hours, preventing incorrect negative adjustments. A default contract calculation is also included to determine remaining helpdesk hours for billing periods.
Fixed Helpdesk contract invoicing: Recurring invoices are now created before the remaining contract hours are reset. This ensures the invoice uses the correct hour balance and the contract is updated only after invoicing completes.
Removed Helpdesk portal messages: Unused ticket message layouts were removed from the customer portal. Ticket discussions, replies, and attachments continue to display cleanly for customers and support agents.
Added Helpdesk portal chatter: Email messages and comments are now visible in the customer portal for helpdesk tickets, giving customers a clearer, more complete view of their support conversation
Updated Italian Helpdesk translation: The Italian label for the ticket stage type in Helpdesk is now displayed as “Stato” instead of “Tipo”. This makes the stage type information clearer for Italian users when viewing helpdesk records.
Updated Sent email storage: Emails saved from Zelo to the connected Sent folder are now marked as read, so they no longer appear as unread in your mail client
Updated Portal ticket creation: Tickets submitted from the customer portal are no longer automatically assigned to a team leader, so support teams can review and assign incoming requests manually.
Added Invoice active status: Invoices now include an active status, letting users mark records as inactive to hide them from standard lists and searches while retaining their data. This makes it easier to declutter accounting views without deleting historical invoice records.
Fixed Ignored incoming emails: Emails fetched by Zelo that do not match an import rule are now explicitly cleared of the read status, so they remain visible as unread in the mailbox. This helps users distinguish ignored messages from emails that have already been processed or opened.
Fixed Email import: Incoming emails that cannot be routed to a Zelo record are no longer marked as seen in the connected mail server. They remain visible in the mailbox so users can review or reprocess them instead of losing them as read.
Fixed Help documentation generation: Zelo’s help documentation now builds more reliably because the required documentation tooling is included during setup. Users can access up-to-date help pages for their ERP workflows without missing or broken content.
Fixed Sent email history: Outgoing emails are now archived more reliably when the sender address is missing or malformed. Zelo uses a neutral placeholder for the sender in these cases, so mail records are still captured without interrupting normal email processing.
Updated Italian electronic invoice export: The export process was cleaned up by removing an outdated internal note, so e-invoice generation continues to work as before with no change to customer data
Fixed Stamp duty item description: The default description for the Italian stamp duty service now displays cleanly on invoices and electronic invoices, with accidental extra spaces and line breaks removed.
Updated Contract variable quantity option: The setting that prevents contract lines with a zero variable quantity from creating invoice lines is now labeled more clearly as “Skip Zero Variable Qty Lines”. This helps users recognize when zero-quantity variable contract lines will be ignored during invoicing.
Updated Italian language labels: The Italian label for skipping zero variable-quantity contract lines is now clearer, helping users configure recurring contract lines with variable quantities more accurately.
Updated Italian contract quantity text: The Italian interface now explains more clearly that, when the skip-zero option is selected, contract lines with a zero variable quantity are not added to invoices.
Updated Contract variable quantity help: The help message for the skip zero quantity option now clearly says that contract lines with zero variable quantity do not create invoice lines. This makes it easier to understand how recurring contracts are billed.
Fixed Italian tax stamp defaults: The default 2 euro tax stamp product and the company’s tax stamp setting are no longer overwritten when Zelo is updated, so any custom changes you make to these defaults remain intact.
Improved Login session storage: Your active sessions are now stored with unique session identifiers and updated reliably when new data is written. This helps prevent lost or duplicate session information during simultaneous requests, so users stay signed in more consistently while using Zelo.
Fixed Tree list expand/collapse: Tree lists now expand and collapse nested records reliably by using the direct parent relationship instead of inferring hierarchy from the record name, so child records appear under the correct parent and indentation works consistently.
Fixed Contract invoice generation: When a recurring contract produces no billable lines, Zelo now removes the empty invoice and prevents it from being treated as a valid invoice. This avoids recurring billing from referencing or processing an invoice that no longer exists.
Fixed Contract invoicing: Recurring invoices generated from contracts are now checked for billable lines before being saved, so empty draft invoices are no longer created.
Fixed Manually invoicing canceled-invoice timesheets: Timesheet lines that were previously included in a canceled invoice can now be manually invoiced again without being blocked as already invoiced. The Manually Invoiceable Timesheets filter now includes these lines, and the invoice wizard only prevents invoicing when an active invoice is already linked.
Improved Helpdesk timesheet invoicing: The invoice reference on helpdesk timesheet entries linked to support requests now uses Zelo’s standard billing link, making it easier to identify billed work and preventing deletion of lines already included in an invoice. The manually invoiceable list also stays consistent by excluding lines that already have an invoice.
Improved Helpdesk timesheet invoicing: Timesheet lines are now automatically linked to the invoice created from them, giving users clearer traceability from recorded work to billing.
Fixed Helpdesk delivered quantities: Sales order delivered quantities now recalculate correctly when a helpdesk service is marked for manual invoicing. This prevents outdated delivery values and keeps invoicing aligned with actual deliveries.
Fixed Timesheet quantity calculation: Zelo now calculates delivered quantities for helpdesk service timesheets using the correct set of matching timesheet entries, so logged work and invoiced quantities line up more reliably for service orders.
Fixed Timesheet project creation: Timesheet-based sales order lines now correctly enable timesheet tracking on the linked project, even when the project is created from a template, so recorded hours can be used for billing and invoice descriptions
Fixed Record pack downloads: Scheduled record pack downloads now keep their recurring schedule after each run, so automatic downloads continue without needing to recreate the task
Fixed Sale order timesheet billing: Sale orders now ignore timesheets marked as manually invoiceable when calculating delivered quantities and invoice descriptions. This prevents manual service timesheets from being automatically billed or altering invoice amounts, so automatic timesheet billing only includes eligible timesheets.
Fixed Project templates: Projects created from sale orders now keep the timesheet permission configured on the project template, rather than being controlled by the product’s service settings.
Improved Tree view hierarchy: Tree views now include the parent reference for each record, so hierarchical lists and exports show the correct parent-child relationship.
Fixed Tree view header spacing: The header in tree-based views now has proper padding and centered alignment, so the title displays more cleanly and consistently.
Improved Tree view appearance: The tree view now displays with refreshed spacing, icons, and a cleaner collapsible sidebar, making it easier to navigate hierarchical product template data
Added Project creation from templates: Projects created from a project template can now use the analytic account already set on the related sale order. This helps keep project costs, budgets, and financial tracking connected to the correct account without manual updates.
Added Sent email storage: Zelo can now use multiple IMAP mail servers to save sent emails by matching the sender address to the correct account. You can also mark one account as a catch-all so sent emails are still stored when no better match is found.
Mai 2022
Fixed Sales team sample data: Generated test CRM teams now use only supported team types, preventing invalid Point of Sale team entries from appearing in sample data
Fixed Action context validation: Zelo now validates the default settings for menu and list actions before saving, so incorrect filters or view options are caught early and no longer cause unexpected errors when opening related records
Fixed Lead view: CRM lead records now display correctly in the lead form, so users can view lead details and create opportunities without unexpected view issues.
Improved Tree view navigation: The side navigation panel in tree views now has a cleaner layout and better alignment. It also displays more consistently when moving between desktop and smaller screens.
Added Product tree view: You can now view product structures and bill-of-materials relationships as an expandable tree. This makes it easier to trace parent products, components, and sub-assemblies without opening separate records.
Added Bill of Materials structure report: You can now generate a detailed report from a bill of materials that shows the complete component hierarchy, quantities, and nested subassemblies. This helps manufacturing and planning teams review material requirements and share a clear view of production structure.
Added Bill of Materials components: Zelo now includes a dedicated view for component lines on a Bill of Materials, making it easier to review and edit the materials, quantities, and related details used in manufacturing.
Improved Project templates: Projects created from templates on confirmed sales orders now keep the template’s default tasks and add the sale order task correctly. This makes it easier to start customer projects with the right tasks already in place.
Improved Project templates: Projects created from templates on confirmed sales orders now keep the template’s default tasks and add the sale order task correctly. This makes it easier to start customer projects with the right tasks already in place.
Fixed Project template tasks: When a sales order line creates a project from a template, existing template tasks are no longer automatically linked to that sales order line, so they keep their original task relationships unless updated manually
Fixed Project template tasks: When a sales order line creates a project from a template, existing template tasks are no longer automatically linked to that sales order line, so they keep their original task relationships unless updated manually
Updated Task sales order item: The Sales Order Item field on task forms is now always visible, letting users see the linked sales order line even when the customer is not set. For subtasks, the field remains read-only to keep the parent task’s sales order link consistent.
Improved Release quality checks: Automated test coverage now runs on the development version of Zelo. This helps the team catch issues earlier and improve the reliability of upcoming updates.
Improved Quality assurance: Automated test coverage reporting is re-enabled, so quality checks now produce complete reports that help ensure more parts of Zelo are verified before updates are released
Fixed Product availability delay: Product availability delay calculations now use the correct production delay value, so minimum and maximum lead times are shown accurately for manufacturing and purchasing.
Fixed Product availability delay: Zelo now calculates minimum and maximum availability lead times correctly when a product has no supplier delivery delays, using the internal production delay as the fallback value. This helps planners see accurate delivery estimates for manufactured items.
Fixed Product lead times: Minimum and maximum product availability delays are now calculated correctly for individual products, taking supplier lead times and production lead time into account for more reliable availability planning
Fixed Product availability delays: Minimum and maximum availability delay calculations now consistently use day-based values, making product lead times clearer for purchasing and production planning
Updated Italian translations: Italian language labels and messages are refreshed across accounting, purchasing, sales, inventory, contracts, and other areas. This makes menus, fields, reports, and system notifications more consistent and easier to read for Italian users in Zelo.
Updated Opportunity search: The default search on the Opportunities screen no longer automatically applies the “Assigned to me” filter. Users now see all visible opportunities when opening the view and can still apply the filter manually when needed.
Fixed Italian accounting settings: Zelo no longer replaces saved tax stamp and bank receipt fee preferences with default values. Your configured options now stay as you set them when reviewing or updating company accounting settings.
Updated Upgrade validation: The automated upgrade check now targets the latest Zelo release, helping ensure that existing installations can be upgraded more reliably with fewer surprises.
Updated Treasury forecast: Treasury forecast setup is now cleaner because an unused empty data definition was removed. Customers can continue creating and reviewing cash forecasts without any change to balances or reporting.
Fixed Timesheet task creation: Service product lines on sales orders now generate their timesheet task even when the quantity is zero, so task setup matches the behavior after order confirmation
Added Purchase order lines: Purchase order line views now show the received quantity, so buyers can see how much of each ordered product has already arrived without opening the full order details
Fixed Purchase order date matching: Zelo no longer adds new purchase requests to an existing draft purchase order when that order has a later date than requested, so items are placed on the correct purchase order and date.
Improved Inventory turnover report: The inventory turnover report now opens with each product shown individually instead of automatically grouped by product category. This makes it easier to review turnover for specific products, and you can still group by category when needed.
Added Stock move details: The stock move form now displays the individual transfer lines, showing the source and destination locations, completed quantities, and status for each line.
Fixed Inventory turnover report: Inventory turnover calculations now use the correct six-month and twelve-month date ranges. The report’s current cost column is also stored separately, so it no longer conflicts with other cost values on products.
Fixed Helpdesk email intake: Incoming customer emails now create support requests with the correct subject, sender, CC recipients, and message body, restoring reliable email-to-ticket handling.
Improved Italian e-invoice validation: E-invoice validation now shows clearer error details when an invoice does not match the official Italian e-invoicing format. This makes it easier to identify and correct issues before sending the invoice.
Updated Application icons: Zelo’s module icons have been refreshed across the interface, making it easier to recognize and navigate to accounting, sales, inventory, HR, and other apps. The updated icons display consistently in app menus, dashboards, and module views.
Improved Scheduled job monitoring: Automated background jobs now log a clear error when a database is skipped due to an incompatible version or pending module changes, helping administrators and support identify the issue faster
Added Italian e-invoice export: Automatic invoices can now be exported with a neutral postal code of 00000 instead of the company postal code. This helps self-billed Italian e-invoices generate correctly when the standard postal code should not be used.
Fixed Maintenance email timezone: Zelo now converts the maintenance intervention date to the user’s timezone before inserting it into the email, so recipients see the correct local date and time for scheduled installation maintenance.
Avril 2022
Updated Reconciliation presets: Reconciliation presets are now sorted by their sequence value, and the sequence setting is visible while editing a preset, so you can arrange invoice and payment matching presets in a clear, predictable order.
Fixed Italian accounting translation: The Italian label for reversing journal entries has been corrected, so Italian users see the proper accounting term when reviewing or creating entries.
Fixed Channel read updates: Marking messages as read in a channel now handles rare database concurrency conflicts gracefully, so users can continue chatting without errors when several actions happen at the same time
Added Timesheet invoiceability: You can now see and update the manually invoiceable status in the timesheet list on a task, helping you quickly identify entries that can be billed without opening each timesheet line.
Fixed Contract duplication: Duplicating a contract no longer carries over the start date, end date, or next recurring invoice date, so each new contract can be set with its own schedule.
Fixed Italian e-invoice XML export: Zelo now generates valid Italian e-invoice XML files even when an invoice has no note or the note contains only blank lines, preventing export failures for those invoices
Fixed Italian e-invoice export: Invoices can now be exported even when the invoice comment is empty, and multi-line comments are combined into a single valid reason field for the official Italian e-invoice
Added Analytic distribution duplication: You can now duplicate an existing analytic distribution and reuse its allocation rules. The copy includes the same percentage breakdown and receives a copied name, reducing manual setup when creating similar cost or revenue allocations.
Improved Temporary export cleanup: Cleanup jobs for temporary export files now automatically remove themselves after they finish, keeping the scheduled task list cleaner and preventing old entries from building up over time
Updated Automated testing: Test validation is temporarily streamlined by pausing detailed coverage reporting. This helps quality checks complete more quickly during release preparation.
Updated Project template visibility: The project template selection is now always visible on the product form for service products, allowing users to choose or review a template regardless of the selected service tracking option. This removes a previous rule that could hide the field and makes project setup more consistent.
Fixed Italian e-invoice import: The Italian e-invoice import now handles supplier invoices where a line has no quantity value. Zelo applies a default quantity of 1 to that line, so the invoice can be imported and reviewed without the process failing.
Improved Italian e-invoice logging: Zelo now reduces routine log output while validating Italian e-invoice XML files. This keeps logs cleaner and makes important issues easier to spot without changing how invoices are processed.
Updated Automated test coverage: Coverage collection is temporarily paused so background quality checks can complete without an unrelated import problem. This keeps automated testing available while the coverage issue is resolved.
Fixed Italian e-invoice import: Italian electronic invoice imports now handle line items with missing unit price values, preventing import failures and preserving invoice line details and totals.
Fixed System setup: Zelo installation now uses current Debian package sources, so required system components install more reliably on supported servers
Fixed Sales commission margin: The net margin percentage on sales orders is now calculated safely when the order subtotal is zero, showing 0% instead of causing a calculation error in commission details
Fixed Italian e-invoice company registry details: Outgoing Italian e-invoices now correctly include the company’s REA registry information, such as office, registration number, share capital, single-shareholder status, and liquidation status. This helps ensure generated e-invoice files remain accurate when these business details are present.
Improved Italian electronic invoice validation: Error reports are now more complete when Zelo validates e-invoice data. If an invoice cannot be generated, the message includes the validation issues and the related invoice content, helping users correct the data faster.
Fixed Setup utility naming: The PostgreSQL client installation helper now uses the corrected name, so setup references work reliably instead of pointing to a misspelled utility
Updated System setup: The Zelo development environment now installs the required PostgreSQL database client from the official repository. This makes setup more consistent and reliable, helping reduce issues when preparing local workspaces.
Fixed Italian e-invoice export: Public administration invoice exports now handle certified email (PEC) validation correctly. Partners with a PEC address can be exported without unnecessary errors when using the standard addressee code.
Fixed Italian e-invoice validation: Zelo now handles validation checks more reliably when preparing Italian electronic invoices, helping prevent unexpected failures while generating the required XML file
Compatibility Formula and filter checks: Zelo now supports newer comparison operations in built-in formula and filter expressions, so saved rules keep working correctly. This helps checks that compare whether two values are the same record or value behave reliably without errors.
Removed Deployment proxy helper: Zelo no longer installs an internal package proxy helper during setup. This removes unnecessary proxy-related configuration from the base environment and keeps deployments simpler.
Updated Deployment configuration: Zelo’s container image no longer includes an unnecessary proxy helper, keeping the installation footprint smaller while preserving normal setup and network behavior
Improved Setup reliability: The installation process now uses a standard package proxy client instead of custom proxy scripts. This helps Zelo download required updates more consistently during deployment.
Added Sale order margin percentage: Zelo now calculates a net margin percentage on sales orders after deducting agent commissions from the order margin. Users can see the percentage of the pre-tax order value that remains as net margin, making commission-adjusted profitability easier to compare.
Mars 2022
Fixed Point-of-sale sales dashboard: The dashboard graphs for POS sales now read order dates correctly for day, week, and month views, so charts show totals on the right periods without gaps or shifted points.
Fixed Timesheet task counting: The default formula for timesheet-based contract quantities now counts tasks through the project linked to the contract’s analytic account and the contract’s billing dates, so the right tasks are used when calculating quantities.
Updated Italian translations: Italian text across many Zelo modules has been refreshed, including user impersonation and role management, so menus, labels, and guidance appear in clear Italian for Italian-speaking users
Updated Italian translations: Italian language support has been refreshed across analytics, sales commissions, inventory, and inventory turnover reports. Users who work in Italian will now see clearer and more consistent labels and messages throughout these areas.
Added Timesheet report by employee: A new timesheet report now groups entries by employee, showing dates, work descriptions, linked tasks or projects, and time. This makes it easier to review individual employee timesheets and compare work across users.
Fixed Employee sample data: Employee records created by the sample-data generator now link to the correct user. This prevents missing user associations when generating more employees than there are available user accounts.
Added Commission settlement invoice linking: You can now manually connect an existing invoice to a commission settlement, giving finance teams more control over the invoice used for settlement. The settlement name is also generated automatically from the agent and date range when left blank.
Fixed Sales commission calculation: Commission amounts on invoice lines now recalculate automatically when you change the line quantity, unit price, discount, or product. This keeps sales agent commissions accurate without manual adjustment.
Added Stock location search: You can now search warehouse locations using their full hierarchical location name, making it easier to find specific storage areas in inventory views
Fixed Sales commission settlements: Settlements no longer stay marked as invoiced when their related invoice is canceled, so commission tracking and follow-ups reflect the correct billing status
Updated Italian commission wording: Italian sales commission screens now use clearer labels for margin and taxable amounts. The analytic accounting menu also appears in a more convenient position in the accounting menu.
Fixed Italian e-invoice payment details: Payment details in Italian e-invoice exports now follow the expected structure. This prevents an optional payment code from being included and helps ensure smoother processing.
Added User impersonation: Zelo now lets authorized users temporarily switch to another user’s account to see the system exactly as that user does. This helps support and administrators reproduce permission issues, validate workflows, and provide faster assistance. A built-in exit option returns the session to the original user when the check is complete.
Updated User role access: All users can now read user role records and their detailed role lines, giving clearer visibility into role assignments. The automatic background update for user roles is disabled.
Updated Analytic Distribution menu: The Analytic Distribution menu now appears in a consistent position within Analytic Accounting, making it easier to find. Zelo keeps the menu in a predictable place alongside other analytic accounting options.
Added Italian translations: Zelo now displays more Italian text across accounting, sales, purchasing, inventory, point of sale, and website areas, helping Italian-speaking users read menus, labels, buttons, and common messages more consistently.
Added User roles: Zelo now supports reusable user roles that can be assigned to users, with an automatic refresh every three hours to keep access permissions consistent
Fixed Analytic account display names: Parented analytic accounts now show their names correctly in lists, forms, and related views, fixing a circular dependency that could make the account appear unavailable or fail to load
Fixed Analytic journal entries: Changing the analytic account or analytic tags on a journal item now updates the related analytic lines automatically, keeping cost tracking and departmental reporting aligned with your latest accounting entries
Added Analytic account hierarchy: Zelo now supports parent-child relationships for analytic accounts, so you can group related projects, departments, or cost centers. Financial activity recorded on child accounts can be aggregated under their parent for easier reporting and analysis.
Added Analytic account distribution: You can now split incoming and outgoing journal entries across multiple analytic accounts. Zelo will record the appropriate share for each analytic account, helping you track costs, revenue, and profitability by project, department, or cost center
Updated Contract list view: Contract start and end dates now appear directly in the contract list view. This makes it easier to review contract periods at a glance without opening each record.
Fixed Product category search: Product categories can now be searched or filtered by their full category name, including the parent category context, so category lookups return the expected results
Removed Product form: The extra invoicing and expense policy fields are no longer shown on the product form. This simplifies the product details layout, while standard product and expense configuration remains available elsewhere.
Fixed Expense product selection: The product field on employee expenses now opens the correct product selection view, preventing accidental creation or editing of products while recording an expense
Updated Auto-created journals: Automatically generated accounting journals now allow posted journal entries to be edited by default. This removes the need to manually change journal settings after creating a chart of accounts, making it easier to correct already-posted entries in those journals.
Added Expense submission overview: Expense managers can now open a dedicated view that lists every employee expense still waiting to be submitted, with list, board, form, graph, and pivot layouts for easier tracking and follow-up.
Removed Price history: Zelo no longer tracks or displays historical sale and purchase prices on order documents. Sale and purchase order screens are simplified because the previous price comparison views are no longer shown, making order entry cleaner and avoiding unnecessary historical price data.
Updated Average payment period report: The weighted amount is now shown as Weight instead of an unclear label. This makes it easier to understand how average payment days are calculated from invoice amounts and payment periods.
Fixed Italian e-invoice export: Exporting Italian e-invoices now handles partner VAT validation, deprecated tax nature codes, and payment details more reliably
Fixed Italian e-invoice export: Outgoing Italian e-invoices now build the payment details section consistently when the export wizard generates the e-invoice file. This helps ensure payment information is included correctly for Italian electronic invoicing.
Added Sample data generator: The demo data generator can now create sales orders with invoices containing only advance payments, giving a more realistic mix of billing scenarios for testing and demonstrations. This helps teams verify how Zelo handles partial advance billing before final invoice creation.
Updated Internal request handling: Zelo’s internal request handling was tidied to keep database operations stable, so normal ERP actions continue to run smoothly.
Improved Average payment period report: The report now runs noticeably faster because its underlying calculation query was optimized to handle payment lines more efficiently. Customers can open the average payment period report and review how long customers or suppliers take to pay with less waiting.
Fixed Timesheet calendar entry: The quick-create timesheet option on calendar events now opens correctly. You can add time entries directly from the schedule without running into a hidden configuration error.
Updated Italian report translations: The Average Payment Period and Stock Inventory Turnover Report now display in Italian, including report titles, field labels, and related accounting or inventory information. Italian-speaking users can read and use these reports without switching to English.
Fixed Inventory turnover report: The six-month turnover rate is now calculated correctly, giving a more accurate picture of how often stock turned over during the last six months. The twelve-month turnover rate remains unchanged.
Added Inventory turnover report: You can now analyze product stock movement over the last 6 and 12 months. The report compares current on-hand quantities with stock levels from earlier periods and current item valuation, making it easier to spot slow-moving, overstocked, or high-value inventory.
Added Average payment period report: The report now offers a graph view alongside the existing table view, letting users visualize average payment periods by partner and spot trends more easily
Added Average payment period analysis: Zelo can now calculate and report the average time between invoice dates and actual payment dates. The report uses reconciled invoice and payment entries to show how quickly customers or suppliers are being settled, helping finance teams monitor cash flow and payment discipline.
Fixed Settlement status search: Status filters for commission settlements now return the correct records, including settlements that have already been invoiced. You can now search and filter settlement lists by status without missing invoiced entries.
Improved Commission settlement status: The settlement status is now saved with the record instead of only being calculated when displayed. This makes status filters, list views, and commission reports more consistent and reliable.
Improved Sample product prices: Generated sample products now use more realistic price tags, with selling prices based on purchase prices so demo data better reflects real inventory and margin scenarios
Fixed Commission settlement invoicing: When a commission settlement is invoiced, Zelo now keeps the settlement state aligned with the connected invoice and refreshes the invoice lines after creation. This ensures taxes are recalculated correctly, so settlement invoices show accurate totals and status.
Improved Sample data generation: Zelo now retries failed sample-data operations with a gradually increasing wait, and it limits stock-picking validation checks to reduce interruptions during test setup
Updated Sample invoice and order data: When Zelo creates sample data, more orders are confirmed and some invoices are left unpaid. This gives demo environments a more realistic mix of open and settled balances for financial reports.
Fixed Invoice validation: Supplier invoice validation now only records a payment when the invoice is still open, so already paid or closed invoices no longer trigger unnecessary payment actions
Updated Default user access: The standard template user now includes manager-level access for installation management and helpdesk by default. New users created from this template can manage these areas immediately. This removes the need for administrators to assign the relevant access rights manually after user creation.
Fixed Invoice validation: Customer and vendor invoice validation now correctly processes draft invoices instead of already validated ones. This helps invoice approvals complete without unexpected errors.
Fixed Sample data generation: Randomization now happens before the record count is limited, so fake customer, sales, and invoice data no longer reuses the same first records. This makes test and demo data more varied and realistic.
Improved Invoice sample data validation: The sample-data tool now validates a limited number of open customer and vendor invoices, randomly selected from available records. This keeps invoice validation more controlled and avoids processing every open invoice at once.
Added Sample invoice data: The demo data generator now creates more realistic invoice records by adding payment terms, invoice policies, and sales-agent details to sample products and sales orders. This makes test environments and training data easier to review and validate.
Added Sales agent configuration: Sales teams can now be set up with designated salespersons and partner agents, including commission plans and settlement periods, making it easier to manage agent-related sales and track commission eligibility.
Added Sample data generation: You can now generate sample CRM teams and e-commerce sale channels for test or demo environments. This adds realistic sales, website, and POS team records with assigned users and channel names.
Improved Demo data generator: Test companies now receive realistic Italian postal codes and provinces, with the country pre-filled. Generated contacts can optionally inherit the parent address, making sample data more consistent and easier to test.
Added Net margin on sales orders: Zelo now displays a net margin value on each sales order, calculated from the sales margin minus total sales commissions. This gives a clearer view of order profitability after commission costs, and the commission recalculation action is available while the order is in draft or sent status.
Improved Sample data creation: Generated contacts now include valid postal codes, matching regions, and country details, making demo and test data more complete and realistic
Fixed Sample contact generation: Generated sample contacts now use person-style first and last name values instead of a company name, making test data look more realistic and easier to recognize.
Fixed Demo data generation: Sample contacts are no longer automatically linked to a company when generating demo data. This makes test records more realistic by allowing standalone contacts alongside company-related contacts.
Updated Italian e-invoice export: Bank details are temporarily omitted from exported electronic invoices while a related issue is being resolved. This prevents bank name, IBAN, BIC, ABI, and CAB information from being included in the payment section of the export.
Updated Sales commission: Zelo no longer blocks duplicate agent entries on a sale order line. This gives sales teams more flexibility when recording commissions and reviewing agent attribution for each line.
Février 2022
Updated Sales commission on sale orders: Assigned sales agents now appear as easy-to-edit tags on sale order lines, and the agent detail list now shows the commission amount, making it simpler to review who earns commission for each line.
Fixed Sales commission editing: Agent and commission lines on sales orders are no longer automatically recomputed while the order is in edit mode. This prevents unexpected changes to assigned agents, commission rates, and commission totals when making unrelated edits. Users can still adjust or recompute commission details intentionally when needed.
Fixed Abandoned cart detection: Website sale orders now calculate their abandoned status without errors when an order is empty or missing key checkout details, helping sales teams reliably identify abandoned carts.
Updated Upgrade validation: The upgrade check now points to the latest release target. This helps ensure Zelo upgrades are tested against current capabilities before being rolled out.
Fixed Stock picking validation: Assigned stock pickings are now validated with a more reliable retry process, reducing failed runs when the system experiences short delays. This makes it easier to confirm inventory moves that are already assigned and ready to process.
Updated Upgrade process: Upgrades now automatically disable and remove an older core profile and its price-history tracking setup, then apply the current configuration to keep your Zelo instance consistent.
Fixed Italian sales translations: A small typo in the Italian translation of a sales warning message was corrected, so Italian users now see consistent, properly formatted text in sales screens.
Fixed Demo data generation: The Zelo demo data generator now creates sample sales orders correctly by confirming them before assigning a confirmation date. It also processes ready warehouse pickings more reliably, retrying validation when needed so test inventory moves complete smoothly.
Improved Sample data generation: Zelo can now create test records for users, employees, companies, and contacts using multiple parallel operations, making large test datasets populate faster and more reliably
Improved Sample data generation: Generated sales orders now include a confirmation date. The test-data tool also uses a streamlined connection setup for more reliable sample data creation.
Improved Sample data generation: The built-in demo data generator now creates test records more consistently for users, companies, projects, tasks, timesheets, and product categories, making it easier to prepare realistic Zelo environments for demos and evaluations
Fixed API data conversion: Zelo now converts read-only grouped data into a standard dictionary format before sending it through the XML-RPC API, so external integrations can read the values reliably instead of receiving an unsupported data type. This makes API responses containing settings, grouped records, or similar structured data more stable.
Fixed Remote service responses: Zelo’s remote service calls can now safely return empty values to connected applications, making integrations more reliable when a requested item has no value
Fixed Stock transfer completion: Completed stock transfers now keep the correct completion date after validation, so warehouse reports and history reflect the intended date instead of an overwritten value
Added Sample data generation: Zelo can now create realistic sale orders with random customers, products, quantities, and delivery dates, making it easier to test sales workflows without entering data manually
Fixed API data conversion: Zelo now converts read-only grouped data into a standard dictionary format before sending it through the XML-RPC API, so external integrations can read the values reliably instead of receiving an unsupported data type. This makes API responses containing settings, grouped records, or similar structured data more stable.
Updated Sample data generation: The sample data generator now creates a broader set of realistic records, including purchase orders. This makes it easier to populate Zelo with test data for demos and validation.
Fixed Remote service responses: Zelo’s remote service calls can now safely return empty values to connected applications, making integrations more reliable when a requested item has no value
Updated Sample data generation: The sample data tool now creates more realistic ecommerce records in test and demo environments, including product categories and product templates. It also reports progress while generating users, companies, projects, and related records, making large data loads easier to monitor.
Added Sample data generator: Zelo can now create realistic sample companies, contacts, employees, and user accounts in bulk. This helps administrators prepare demo or test environments with varied names, addresses, phone numbers, and dates without entering records manually. It makes it easier to validate workflows and data behavior before using live data.
Added Italian translations: The Italian interface now includes a description for the variable quantity formula used in contracts, and several existing Italian texts were reviewed for consistency and clarity.
Updated Italian translations: Italian text across accounting, contracts, projects, and related Zelo areas has been refreshed so labels, report names, and system messages display more consistently.
Added Contract line quantity formulas: Formula records now show a short description, so contract users can understand how each variable quantity is calculated. You can also use a new formula to count project tasks that carry the same tag as the contract line product and are due within the billing period.
Added Sample company generator: You can now create realistic Italian sample companies for testing or demo environments, with generated names, VAT numbers, addresses, phone numbers, emails, and websites. Each sample is set up as both a customer and a supplier, making it easier to evaluate business processes without entering data manually.
Added Sample data generator: Zelo can now generate realistic ecommerce-style test data, including product names, categories, and prices. This makes it easier to populate demo or trial environments with sample records.
Fixed Paper format views: A template typo in the paper format list view has been corrected, so the page loads reliably and users can view and manage paper formats without unexpected display issues
Added Calendar event details: You can now see any timesheets linked to a calendar event directly in the event popup and full form, so team members can review recorded work without opening the timesheet area separately
Fixed Database number precision: Zelo now uses the standard database default for decimal handling. This helps ensure consistent rounding and display of numeric values across financial, inventory, and reporting features.
Improved Inventory quantity checks: Stock quantity totals are now validated with more reliable decimal precision, helping ensure inventory balances remain consistent after stock operations
Improved Test coverage reporting: Automated test coverage reports now have all required components available, giving the Zelo team a more complete view of tested functionality. This helps ensure features are validated more consistently before release.
Fixed Debian installation: Fixed a dependency list issue that could prevent Zelo from installing correctly on Debian-based servers, so deployments now set up the required components without errors
Compatibility Debian installation: Zelo now installs a required JavaScript helper during setup on Debian-based servers, helping interactive screen features that use delayed or repeated updates work reliably
Updated Database configuration: Zelo’s data storage settings have been refined to improve the consistency of numeric values in calculations and reports, helping quantities, prices, and totals display more reliably across the system.
Updated Database version: Zelo now runs on PostgreSQL 14, the latest stable database engine. This helps ensure faster data access and smoother operation across ERP modules. Existing data remains accessible as before.
Fixed Module installation: Zelo now automatically retries a short time after a temporary access error while installing modules, so installations are more reliable when many processes are running at the same time.
Improved Database reliability: Zelo’s database now uses safer transaction commit settings and a larger transaction log, which helps protect data during busy periods and keeps everyday operations smoother. This should make record creation, transaction processing, and report generation feel more consistent under load.
Improved Record operations: Zelo now prepares the data session before checking user access during standard record actions, reducing the chance of intermittent errors in everyday ERP tasks
Added Server setup: The Debian-based setup now includes a lightweight command-line text viewer. This helps administrators review long logs and text files more easily during installation and maintenance.
Improved Italian e-invoice import: Zelo now applies smarter rounding when creating bills from imported Italian e-invoices, so line amounts and totals are more likely to match the original document and avoid small rounding differences.
Added Italian e-invoice import: Zelo now automatically adds a rounding adjustment line when the calculated subtotal differs from the supplier’s summary due to rounding, so imported invoices balance correctly without manual correction.
Fixed PDF document generation: Zelo now installs an updated PDF generation library during setup instead of relying on the older system package. This makes PDFs generate more reliably and helps prevent issues when the system cannot locate required fonts.
Fixed Relational field editing: Linked-record fields in form views now save and refresh more reliably. This helps when editing related records through pop-up windows or moving between records in a form.
Fixed Keyboard navigation: Keyboard shortcuts now safely ignore incomplete key events, making navigation more reliable in the responsive interface
Updated Upgrade validation: The automated upgrade check has been temporarily adjusted because a release-switch scenario cannot be verified automatically. This keeps upgrade checks focused on supported paths while the scenario is reviewed.
Updated Italian e-invoice import: The importer now reads supplier details, invoice counts, and totals from the current Italian e-invoice data format. Uploaded invoices should parse and display more consistently in Zelo.
Updated Italian electronic invoicing: Zelo now validates Italian e-invoices against the current FatturaPA format and includes updated official reference materials, helping ensure generated invoices follow the latest requirements
Updated Italian e-invoice export: The export wizard for Italian electronic invoices now includes virtual tax stamp information in the exported invoice. When a tax stamp applies, Zelo uses the stamp product price configured on the company to add the correct stamp amount.
Added Italian e-invoicing: Outbound Italian electronic invoices can now be exported as compliant XML files from Zelo. This gives Italian customers a working way to prepare structured e-invoices for submission to customers and official channels.
Updated Italian e-invoice export: Zelo now includes the required invoice format version and transmission details in Italian electronic invoice exports. This helps ensure the generated files follow the expected structure for public administration and business recipients.
Updated Italian e-invoice export: The export process for Italian electronic invoices has been refreshed to prepare FatturaPA data more consistently, supporting smoother generation of e-invoices from sales invoices.
Improved Italian e-invoice export: The export now assembles invoice details in a stable order, making generated electronic invoice files more consistent and less likely to contain unexpected formatting issues.
Updated Italian e-invoicing XML: Zelo now uses an updated XML structure for Italian electronic invoices. This helps generated files match the official Italian e-invoice format more closely and improves handling of signature-related data.
Fixed Italian e-invoice import: Imported invoices now apply the fiscal position to every invoice line, so tax codes are mapped to the customer’s correct taxes and the resulting invoice shows accurate tax amounts.
Updated Italian translations: Italian labels, messages, and report texts have been refreshed across accounting, expenses, invoicing, and sales areas. The interface now reads more consistently, helping Italian-speaking users work with invoices, expense reports, and related documents with fewer outdated or unclear phrases.
Updated Payment terms on Italian e-invoices: Payment terms are no longer mandatory when preparing outgoing invoices, because the Italian e-invoice XML does not require this information. This lets customers save invoices more quickly when a payment term is not needed.
Added E-invoice XML grouping: You can now choose, per company, whether multiple invoices sent to the same customer are combined into one Italian e-invoice XML file during export. The option is available in company settings and applies to outgoing e-invoice XML generation. This helps teams decide whether to submit one consolidated file or keep invoices separate.
Fixed Italian e-invoice export: Zelo now allows individual partners to be included in e-invoice exports when a fiscal code is available, even if the VAT number is empty. The export only stops if a person partner has no fiscal code, so valid invoices no longer fail because of a missing VAT field.
Added Italian tax stamp settings: The Italian tax stamp settings now include an option to control automatic invoice line creation. You can enable or disable this behavior for the company, making it easier to manage when tax stamp charges are added to customer invoices.
Added Contract invoice tax stamp: Invoices generated from recurring contracts now include the Italian tax stamp when the invoice qualifies. Companies can also turn off automatic tax stamp lines in company settings, so the stamp can be added manually when needed.
Improved Web experience diagnostics: Automated browser tests now capture more detailed error context for web page resources, helping support teams identify and resolve loading or display issues faster.
Added Calendar event details: Calendar forms and event cards now display the description and related contact fields, so you can see event notes and attendees without opening extra pages.
Added Invoice untaxed totals: Invoice list views now show a Total Untaxed column, letting you see the combined pre-tax amount for filtered invoices alongside the total and amount due.
Fixed Task selection in timesheets: When selecting a task from a timesheet, the task form now opens with the timesheet’s project pre-filled, so users can save or edit the task without encountering a missing project error
Fixed Settings page layout: The settings page now displays its options correctly, resolving a layout issue that could cause part of the interface to render improperly. Users can open configuration sections without encountering broken or missing settings blocks.
Fixed Online quote templates: Customized online quote confirmation emails and quote templates are now protected from being overwritten during Zelo updates, so your approved wording and branding stay in place
Updated Form view consistency: Form views now handle extra action buttons or labels added by other modules more consistently, so standard record screens remain reliable when different modules are enabled.
Added Expense report attachments: Expense sheet reports now include files attached to each expense, so approvers and accountants can review supporting documents such as receipts directly from the generated report. This makes expense approvals clearer and reduces the need to open individual expense records.
Fixed Number formatting: Decimal amounts now format more reliably with regional grouping and separator settings, ensuring values display correctly in Zelo
Fixed Password security: Password security checks now handle session and homepage scenarios more reliably. This helps ensure users are consistently protected by the configured password rules.
Janvier 2022
Updated Password security: We refined how Zelo validates password security rules, making password management more dependable for users
Improved Website logo: The logo image used on the public website is now handled with stronger validation, so it is consistently returned as a proper image. This helps ensure the correct brand logo appears for visitors and reduces the chance of missing or broken images.
Improved Mail channel security: Shared links for website mail channels now use a stronger signing method, making access tokens harder to forge and channel participation more secure
Updated Web session handling: Zelo now uses a file-based store for user sessions instead of a database-backed session store, helping keep login state available more simply. This affects how your active session is maintained while using the web interface.
Improved Login sessions: Zelo now refreshes active user sessions in the session database more consistently, helping keep your sign-in state and workspace preferences stable while you work. This reduces the chance of unexpected sign-outs or stale session data during normal use.
Updated Automated testing: Some unstable automated checks were temporarily disabled to prevent false failures when many Zelo modules are tested together, helping keep future release validation reliable
Fixed Address book synchronization: Contact sync from DAV address books now retrieves folder contents reliably, so mapped contact fields update correctly even when the server returns child entries in a different format
Compatibility Sign-in and service links: Login, sign-up, OAuth, website, and Google Spreadsheet links now build correctly, so customers can sign in and connect services without broken links.
Fixed Web address generation: Zelo now creates record web addresses reliably when a page is processed under restricted permissions, so links and shared URLs work correctly instead of failing due to missing elevated access
Updated List view quality checks: Automated checks for hidden columns in list views were adjusted to keep testing stable. This helps ensure list views continue to display fields exactly as configured.
Updated List view quality checks: We temporarily paused a few unstable checks for editable list views so the overall verification process remains reliable while we investigate the remaining issues.
Compatibility Website partner links: Customer-facing partner pages on the Zelo website now generate their links reliably after recent platform library updates, helping ensure company and contact profiles open correctly for visitors.
Fixed Template and expression reliability: Dynamic reports and form templates now render correctly when a section has no content, and custom expressions handle errors more predictably, reducing unexpected failures in printed documents and calculations.
Compatibility Core compatibility: Zelo now works reliably with newer internal runtime and document-processing components, so audit logs, form and diagram views, and file-sharing folders continue to behave as expected. This keeps everyday tasks stable after platform updates.
Compatibility Platform compatibility: Zelo now runs more consistently on current server environments, reducing unexpected issues in accounting tax settings and image-based document handling
Compatibility Date and duration display: Dates and durations now convert to text consistently across Zelo templates, so localized values render with correct spacing in reports and list views.
Compatibility Web compatibility: Zelo now works reliably with newer platform components that support the web interface. Web pages, forms, and single sign-on redirects should continue to load and behave as expected after upgrades.
Updated List view validation: Zelo’s checks for list screens were adjusted so unrelated layout changes do not cause unnecessary failures, helping keep list view behavior consistent across modules
Updated VAT autocomplete: VAT numbers entered on customers or suppliers are now checked against the current EU VAT country list before address details are requested, keeping automatic address filling reliable after system upgrades
Compatibility Debian 11 support: Zelo is being adapted to run reliably on newer Debian 11-based environments. This update modernizes the safe evaluation of custom expressions so calculations and filters continue to work securely.
Compatibility Debian 11 support: Zelo has been updated to work smoothly with Debian 11 system components. File exports, report attachments, and anonymization data now use current encoding practices, keeping document and data handling reliable.
Compatibility Debian 11 compatibility: Zelo now works more reliably on Debian 11 server environments. URL generation for expense payments, messaging, and payment pages has been updated, and static web resources are served using the supported web components.
Improved Kanban board reliability: Quality checks for quick record creation on Kanban boards were restored, including grouped boards. This helps keep the board experience stable when adding new records from the interface.
Compatibility Debian 11 compatibility: Zelo now runs on Debian 11 with updated web-server components and session handling. This improves stability for deployments that use the latest supported operating system.
Improved Lunch order reliability: Order line handling in the Lunch area now includes restored automated checks for number formatting, helping prevent incorrect quantities or prices from appearing in orders
Updated Calendar dependencies: The Calendar module no longer requires an unused rich text editor dependency, making installation and upgrades simpler. Calendar functionality remains unchanged, while the module now has a cleaner and more reliable setup.
Updated Online store editor: The online store now works with Zelo’s rich text editor, letting you create formatted product descriptions and richer website content. Guided tours no longer require the editor, so tour-related features stay simpler and easier to maintain.
Fixed Website carousel styling: Restored missing transparency rules for carousel indicators and related website snippets. This ensures slide navigation dots and other building blocks render with the intended subtle shading, giving your public website a consistent look.
Updated Customer portal setup: The portal no longer requires an unused rich text editor module. This simplifies installation and reduces unnecessary dependencies for portal pages.
Improved CRM configuration: The CRM area no longer requires an extra rich-text editor dependency, which reduces unnecessary coupling and helps CRM pages load more consistently. Users can continue managing leads, opportunities, and sales pipelines without any change to day-to-day CRM actions.
Updated User sign-up: The self-service sign-up and password reset area no longer depends on an unnecessary editor component. This keeps the login experience leaner and less tied to unrelated features.
Improved Accounting setup: The accounting area no longer relies on an unnecessary editing component, so installation and upgrades are cleaner and less likely to run into unexpected conflicts.
Improved Telematic protocol validation: Zelo now shows a clearer error message when a telematic protocol is not valid, including the expected format of 17 digits, a separator, and 6 digits
Added Telematic protocol validation: Zelo now validates the telematic protocol on Italian intent declarations before saving. The protocol must contain a 17-digit number and a 6-digit number separated by a slash or dash, so invalid values are caught early.
Updated Italian VAT split payment: The Italian VAT registry and split payment module has been streamlined internally, so VAT registry records and split-payment transactions continue to work together more consistently.
Added Italian VAT split-payment settlement: Zelo now supports Italian VAT period-end statements that account for split payment, also known as reverse charge. VAT liquidation reports now correctly separate and include the VAT amounts affected by split payment, helping Italian companies prepare accurate and compliant VAT settlements.
Fixed Italian payment terms: Default Italian payment terms now use correct month-based calculations for end-of-month due dates. This ensures invoice due dates are computed accurately for terms such as 30, 60, 90, and 120 days after the invoice date.
Fixed Chat interface: Chat panels now clean up their UI controls safely when closed, preventing unexpected errors while navigating in the messaging area
Fixed Interface styling: Zelo now applies the missing default text color in email campaigns, the content editor, and report layouts. This prevents text from appearing unstyled or inconsistent after updates, so screens and reports display with the intended appearance.
Updated Report editor: Zelo’s report editor now uses the correct supporting components, so report templates can be opened, edited, and printed more consistently. Users will notice fewer issues when working with document layouts such as invoices, quotes, and other printable reports.
Updated Italian translations: Italian labels and messages across Zelo have been reviewed and refined, especially for accounting, invoicing, and related workflows. Users who work in Italian will see clearer button names, field captions, and confirmation text. This makes it easier to navigate forms, process invoices, and avoid misunderstandings when using Zelo in Italian.
Added Electronic invoice import: You can now import multiple Italian FatturaPA XML files at once through a guided wizard. The selected files are turned into incoming invoice records that can be reviewed and registered in Zelo.
Fixed Sent email archiving: Sent emails now save reliably to the configured IMAP mailbox, even when the current user does not have direct access to the mail server settings. This ensures outgoing messages are stored without permission-related errors.
Added Module uninstall protection: Uninstalling modules from the Settings screen now requires the correct uninstall password, preventing accidental or unauthorized removal of installed functionality
Updated Bank statement import help: The import wizard now explains how to merge imported statement lines into an existing bank statement. Using the statement’s external reference as the file name adds new lines to that statement, while duplicate date, label, and amount entries are ignored.
Improved Bank statement import: Spreadsheet bank statement imports are now covered by more thorough automated checks, helping ensure dates, amounts, balances, and partner matching continue to work reliably.
Added Bank statement reimport: You can now reimport a bank statement to include transactions that were missing the first time. Zelo identifies lines already imported and adds only the missing ones, preventing duplicates.
Added Bank statement external reference: The external reference is now visible on bank statement lines. This makes it easier to identify and reconcile incoming payments with invoices or customer documents.
Added Sent email history: Zelo now includes sent email tracking by default, so users can review emails previously sent from Zelo without enabling an extra module. This helps teams keep a clear record of customer and internal email correspondence.
Added Contract tags: You can now view and manage contract tags directly in the contract list view, making it easier to categorize and identify contracts at a glance.
Updated Partner electronic invoicing default: In Zelo, new partners are now automatically treated as subject to electronic invoicing. This reduces manual setup and helps ensure invoices for eligible Italian partners are ready for electronic invoicing.
Fixed Italian e-invoice export: Recipients with a fiscal code and a special electronic delivery code are now exported correctly. Zelo now includes the intended delivery code in the Italian e-invoice when the partner does not have a VAT number, even if a fiscal code is set, so exports for non-Italian recipients no longer omit the required recipient details.
Improved System references: The list of external system references now shows more useful details, such as module, record name, update dates, and reference information. View references are recalculated when missing, so related technical details open correctly.
Added Sales order list: Sales order lists now include a Tax Excluded Total column. You can see the order amount before taxes for each customer order and view the summed total across the orders currently visible.
Added Invoice fiscal position display: Zelo now shows the company’s configured e-invoice fiscal position on invoice documents. This helps users see the applicable fiscal position on printed or PDF invoices for Italian e-invoicing.
Fixed Analytic accounting: Analytic accounting pages now open reliably with the required text-editing support. Notes and descriptions in the analytic area should display and save without missing pieces.
Fixed Calendar module: The calendar now includes the required content editor support, so calendar pages load reliably and event editing works as expected
Fixed CRM editing: Zelo’s CRM now includes the missing rich-text editing support. Lead and opportunity details display and update reliably, reducing blank fields or missing editor content in the CRM interface.
Fixed Accounting setup: The accounting area now includes the required editing support, so invoice and accounting record screens load reliably after installation. This prevents missing-component errors when opening accounting records.
Fixed Google Calendar synchronization: Synchronization preferences for attendee syncing, full history syncing, and sync logging are now evaluated correctly, so Google Calendar sync behaves according to the settings configured in Zelo
Fixed Italian reverse charge self-invoice: The Italian self-invoice message now displays correctly translated labels for supplier, reference, date, and internal reference
Removed Reverse charge self-invoice partner: The fixed “Self Invoice Partner” field is no longer available on reverse charge types. Self invoices now always use the partner recorded on the invoice, making Italian reverse charge setup simpler and more consistent.
Fixed Sales product tags: Sales managers now have correct access to product tags used in sales. This ensures tag-related product records load and update as expected.
Added Product tag permissions: Product tags can now be accessed by the right users across accounting, product, purchasing, sales, inventory, and website sales workflows. Managers can manage tags, while standard users can view them where appropriate.
Fixed Browser cleanup: Automated browser cleanup now finishes reliably after web-based quality checks. This helps prevent leftover sessions from affecting future checks.
Fixed Password encryption: Zelo now automatically detects and encrypts user passwords that were stored in an unencrypted form, improving the security of login credentials
Added Reorder point procurement: The manual procurement screen now displays the quantity already included in draft orders alongside the recommended order quantity. This helps users see what stock replenishment is already planned and avoid creating duplicate orders.
Fixed Server service shutdown: The Zelo service now correctly releases its lock when stopping, preventing stale locks from blocking future starts or updates
Improved Server startup: Zelo now waits longer before overriding an existing server lock, making restarts and updates more reliable on slower systems
Improved System setup: Setup now runs with fewer interruptions because background monitoring is no longer restarted automatically. The web server health check also waits longer before triggering an automatic restart, making recovery more stable.
Fixed Server startup: Zelo’s service now checks its startup lock in shorter, more frequent intervals and displays clearer status messages, reducing stalls and making start/stop issues easier to understand
Updated Upgrade validation: Upgrade checks now cover the latest Zelo release, helping ensure smoother and more reliable system updates.
Décembre 2021
Improved Server startup and restart: Zelo now checks service readiness more frequently with shorter pauses, so startup and restarts complete with less unnecessary waiting while still supporting slower environments.
Fixed Database management: Creating, duplicating, removing, or changing the master password for a database now completes correctly from the database manager screen. These operations no longer fail due to an incorrect request format.
Updated JavaScript test stability: Unreliable browser-based JavaScript checks have been disabled. This helps Zelo’s automated quality checks run more consistently without interrupting normal system behavior.
Fixed Automated interface tests: Automated checks for the web interface now prepare their required working folders before running, so parallel test jobs start cleanly and are less likely to fail unexpectedly
Improved Server setup: Zelo now uses the operating system’s WebSocket package instead of a separately managed Python package, which simplifies maintenance and helps keep real-time communication components up to date
Fixed Core installation cleanup: A stray empty file that was not needed has been removed from Zelo’s core system. This keeps the installation cleaner and reduces the chance of confusion during updates or maintenance.
Fixed Automated testing reliability: Zelo’s internal test runner now correctly cleans up temporary test data after each check, helping prevent false failures and keeping validation results more trustworthy
Fixed Parallel testing: The parallel test runner now launches correctly after a syntax correction. Automated quality checks can run side by side and produce more reliable results.
Fixed Attachments panel: The “Show…” button now appears only when attachments are present. This prevents users from seeing a button that has nothing to open. Attachment lists and actions remain available whenever files are attached.
Fixed Document and sidebar navigation: Opening documents from a record now correctly preserves the related-record details, so documents stay properly linked to their source. Sidebar navigation also handles empty menu entries more safely, reducing unexpected errors while moving through Zelo.
Added Invoice mass mailing: You can now select several invoices and send them to customers in one step. Zelo uses the standard invoice email template by default, making bulk invoice delivery faster and more consistent.
Added Timesheet invoice line details: Invoices created from timesheets can now show the timesheet date, time spent, and description directly on the invoice line, so customers can see the exact work being billed without opening the timesheet. This makes timesheet-based billing clearer and easier to review.
Improved Server setup: Automated server preparation now uses the official Debian package repository for required software dependencies. This helps dependency installation run more consistently and reduces setup issues.
Added Account tag details: The account tag form now displays the applicability setting. This makes it easier to see the intended use of each tag when creating or reviewing accounting tags.
Removed Italian reverse charge options: The old Intra-EU and Extra-EU VAT Integration reverse charge types are no longer available. Use the remaining Extra UE Autofattura type for applicable reverse charge transactions.
Fixed Contract duplication: The next recurring invoice date is now copied when you duplicate a contract, so the new contract keeps the expected billing schedule instead of resetting the date.
Updated Italian declaration menu: The Italian declaration of intent menu item now appears in a clearer position under Finance Entries, giving users a more consistent and organized menu layout for Italian payment-related records
Improved Italian e-invoicing: The declaration-of-intent e-invoice validation can now be repeated without needing to reset test data. This helps ensure the Italian e-invoice workflow remains reliable when preparing invoices under the declaration-of-intent process.
Fixed Italian e-invoice declaration check: The check for declaration-of-intent information on outgoing Italian e-invoices now behaves consistently when run multiple times, so invoice validation remains reliable for public administration invoices.
Added Italian e-invoice export: You can now export Italian e-invoices linked to a declaration of intent. Zelo includes the required declaration information in the e-invoice data and validates the generated file to help ensure it meets Italian e-invoice rules.
Updated Italian translations: The Italian interface text was reviewed and refreshed, making labels, reports, and system messages more accurate and consistent across accounting, inventory, purchasing, HR, and other areas
Fixed Italian declaration of intent: In Zelo, invoices that apply a declaration of intent now link correctly when the declaration covers the full invoice amount. The used declaration amount is now recorded reliably, keeping Italian VAT tracking accurate.
Fixed Italian declaration of intent: Declarations with a zero amount are no longer linked to invoices, preventing empty declaration lines from appearing on Italian invoices
Improved Action error messages: When a saved action fails while evaluating a field rule, Zelo now shows a clearer error message that identifies the action and the field rule involved, helping administrators quickly locate and fix problematic automations.
Fixed Invoice warning messages: Invoice warnings now display correctly and consistently. This prevents unexpected errors when saving or validating invoices if the warning text is blank or improperly formatted.
Fixed Invoice warning messages: Invoice warning dialogs now handle empty warning text gracefully, so validation and blocking messages appear as expected while processing invoices
Added Yearly limit validation: Zelo now prevents duplicate yearly limit records for the Italian intention declaration. This ensures only one limit can be defined per calendar year, keeping the used-amount calculation reliable and avoiding conflicting tax records.
Fixed Intent declaration limit checks: When using Italian intent declarations, Zelo now checks the available spending limit more accurately before posting an invoice. It calculates the remaining amount correctly and warns users with the exact excess value if the invoice would go over the limit. This makes partial refunds and multiple invoices against the same declaration easier to manage.
Fixed Database list: The available-databases check now uses the correct server connection. Administrators can now view all accessible databases without errors.
Fixed Italian declaration of intent refunds: Refunds now compare the declaration’s payment limit with its available amount correctly. This prevents incorrect amounts from being applied to the declaration when processing refunds.
Fixed Italian declaration of intent refunds: Refunds now correctly update the used amount on a Dichiarazione d’Intento, so the remaining available amount is restored after a credit note is confirmed.
Fixed Refund plafond checks: Credit notes now validate available declaration-of-intent amounts more reliably. This helps prevent false over-limit messages when processing refunds in Zelo.
Fixed Refunds for declaration-of-intent invoices: Refunds now correctly reverse the amount previously applied to a dichiarazione intento, so the used and available amounts stay accurate. This makes invoice reversals behave as expected when managing Italian tax declarations in Zelo.
Fixed Italian declaration of intent invoices: Invoices linked to a declaration of intent now validate the available plafond reliably. This prevents unexpected errors when saving or validating invoices that have no matching tax entries.
Fixed Italian declaration of intent: Invoices linked to a declaration of intent now allocate the correct amount to the declaration. This prevents incorrect totals when the declaration covers the full invoice amount.
Fixed Invoice dichiarazione amount: The amount linked to an invoice’s dichiarazione d’intento is no longer missing. Invoices now calculate and display the correct amount from the relevant tax lines.
Fixed Italian declaration of intent: Invoices using a declaration of intent now correctly reset the remaining amount to zero after it is fully applied, preventing incorrect validation errors when saving or posting the invoice
Fixed Italian declaration of intent invoice validation: Zelo now compares available limit amounts using the invoice currency’s decimal precision, so tiny rounding differences no longer cause incorrect insufficient limit errors when validating invoices.
Fixed Declaration of intent handling: Zelo now allocates invoice amounts across all valid declarations of intent for a partner and re-checks the available plafond, so invoices with multiple declarations no longer fail incorrectly
Fixed Italian Declaration of Intent: A missing required cost account no longer blocks validation of the Italian Declaration of Intent workflow. Users can continue to create and process declarations without unexpected accounting lookup errors.
Fixed Italian declaration of intent limits: Zelo now correctly matches the yearly spending limit year when processing invoices linked to a dichiarazione d’intento, so the remaining available amount is calculated reliably.
Fixed Invoice limit calculations: Yearly spending limits for invoices using a declaration of intent now match the correct year, so available amounts are calculated reliably. The date used to identify the applicable yearly limit is now interpreted consistently.
Fixed Italian invoice limit checks: Zelo now interprets the declaration start date correctly when validating invoices against annual limits, ensuring the right yearly limit and available amount are used. This prevents invoices from being incorrectly blocked or accepted due to inconsistent date values.
Fixed Italian Declaration of Intent: Sales orders now correctly use the order date when checking for a valid Declaration of Intent, so the appropriate fiscal position is applied automatically.
Added Invoice withholding tax details: Invoices now include a dedicated withholding tax section that lists each applicable withholding tax amount. This makes it easier to review the net total payable after withholding deductions.
Updated Italian localization updates: The default debit and credit accounts for Italian withholding taxes have been adjusted to the correct ledger accounts, and Italian translations have been added for the substitute products manufacturing feature. This helps Italian users see localized terms and ensures withholding tax entries post to the intended accounts.
Fixed Declaration of Intent dates: End dates are now interpreted as calendar dates before determining expiry. This prevents valid declarations from being marked expired by mistake
Added Italian Declaration of Intent: Zelo now supports the Italian declaration of intent workflow, so you can track customer declarations, apply them to sales orders and invoices, and validate that the related fiscal positions have the correct taxes set up.
Updated Italian timesheet translation: The Italian interface now shows “Duration” instead of “Time” in timesheet report labels, making it clearer for Italian-speaking users that the field represents the total time recorded.
Updated Italian language support: The timesheet view now uses a clearer Italian label for activity entries. This makes it easier for Italian-speaking users to recognize recorded work in Zelo.
Added Interactive charts: Zelo can now display interactive Plotly charts inside standard screens, allowing users to visualize data with 40+ chart types directly in Zelo records.
Improved Contact archiving: Archiving a main contact now also archives all related child contacts automatically. If you later restore the main contact, child contacts need to be restored manually.
Updated Italian translations: Zelo’s Italian interface, menus, help texts, and report labels were refreshed so Italian users see clearer and more consistent wording across accounting, sales, inventory, HR, and related workflows.
Updated Transport document details: The goods description, transportation reason, and carriage conditions can now be edited after a transport document is validated, allowing users to correct shipping information while keeping the document in its validated state. These fields remain locked for cancelled documents.
Fixed Installation date syncing: Task and intervention start and end dates now update correctly when multiple records are changed at once, so installation schedules stay consistent.
Added Intervention-task linking: Installation interventions can now be connected to project tasks, so on-site work can be tracked as part of a project. When an intervention is linked to a task, the task’s start and end dates stay synchronized with the intervention’s planned start and stop times, helping teams keep project progress and installation work aligned.
Added Task report timesheet display: You can now choose whether timesheet lines appear in the task report for each project. This lets teams switch between a detailed view with the related chatter and a cleaner summary view without it.
Added Task report timesheets: The task report now includes a detailed timesheet section for each task. Users can see the date, responsible person, description, and time spent for every entry, along with a total to make review and reporting easier.
Fixed Helpdesk icon display: A broken icon that could appear on the support page is now hidden, keeping the helpdesk view clean and professional. This change removes an outdated image from the layout so customers see a more consistent and polished experience.
Added Analytic tags on recurring invoice lines: You can now assign analytic tags to recurring contract line items, and Zelo automatically copies those tags to the invoice lines created from the contract. This makes it easier to track recurring charges by project, department, or cost category.
Fixed System connectivity: Zelo now handles empty data values during internal system communication more reliably, reducing unexpected errors when modules exchange information.
Fixed Electronic invoice PDF attachment: When recreating an Italian e-invoice export, Zelo now avoids adding the invoice PDF more than once. This keeps the invoice attachment list clean, so users do not see duplicate copies of the same PDF after regenerating the electronic invoice file.
Removed Automated user-flow tests: We temporarily removed the browser-based checks that simulate guided user journeys, reducing false failures and keeping updates more predictable. Core features remain unchanged, and these automated checks will be restored once the test suite is stabilized.
Updated ENASARCO payment support: The interactive ENASARCO payment step in the Italian localization is temporarily turned off, so the rest of the ENASARCO records and workflows continue to work normally while the feature is being reviewed.
Updated Automated testing: Zelo’s internal browser test suite was adjusted to pause unstable checks while the team reviews and refines the affected areas. This helps keep quality checks dependable and does not change normal ERP features or daily user workflows.
Updated Guided tours: The built-in guided tours are no longer automatically started, so step-by-step prompts will not appear in invoicing, expenses, recruitment, point of sale, sales, project, website, and related screens. This reduces interruptions while all normal workflows remain available.
Fixed Web editor icons: If a requested icon is unavailable in the icon set, Zelo now substitutes a default icon, preventing blank spaces in rich text fields and keeping formatted documents looking correct.
Added Inventory adjustment notes: When updating the stock quantity for a single product, you can now add an optional note explaining the reason for the change. The note is included in the inventory adjustment record, making stock updates easier to track and review.
Fixed Materials account label: The analytic account field on project tasks now displays as Materials Analytic Account. This makes it clearer which account receives material costs when stock moves are created from tasks.
Novembre 2021
Updated Italian e-invoicing: Zelo now supports FatturaPA v1.7 for electronic invoices, so exports and imports follow the latest Italian e-invoicing format. This improves compatibility with suppliers, customers, and the Italian tax authority when exchanging invoice files.
Fixed Database setup: The database setup process now runs correctly after a small import correction. This helps Zelo configure database connections reliably during initial setup or maintenance.
Fixed Diagnostic logging: Zelo now reliably records detailed logs for remote service communication, giving support clearer timestamps and context when troubleshooting connection issues.
Updated Database configuration: The database setup process was reorganized internally to separate connection handling from configuration logic. This keeps the same database creation and setup behavior while making future maintenance and updates more reliable.
Improved Database setup: Database configuration now uses Zelo’s standard remote communication. This removes an extra dependency and helps installations run more reliably.
Improved Database maintenance: Database creation, duplication, and deletion now process administrator settings more consistently, making these maintenance operations more reliable in Zelo.
Fixed Database setup: Zelo now waits for language translations to finish before continuing, making new database setup more reliable and ensuring translated content is available after installation
Improved Installation scheduling: Updating the planned intervention date no longer clears the email-sent status. This keeps installation follow-up records accurate and prevents the email from being treated as unsent after a simple date change.
Updated Italian translation: The Italian language pack has been refreshed with clearer terminology and updated translated strings. Users now see more consistent Italian labels, help texts, and system messages while working in Zelo.
Improved Fiscal year closing: The fiscal year closing process has been refined and verified more thoroughly, helping ensure closing balances and period transitions work as expected when moving from one fiscal year to the next
Fixed Italian account chart: The Italian chart of accounts now uses the correct account types for carried-forward earnings and current-year profit, helping balance sheet positions and local accounting reports classify these accounts accurately
Updated Fiscal year closing quality checks: We refined the internal test setup for fiscal year closing in accounting. This helps verify that year-end closing behaves correctly, with no visible change to the feature for most users.
Updated Financial reports: The trial balance and financial statement reports now calculate account totals using a more consistent filter-aware process, so balances better reflect the selected period, accounts, and year-end closing settings
Fixed Fiscal year closing: The year-end closing validation now checks tax and profit-and-loss accounts against the correct account types. This helps ensure closing entries are validated consistently and year-end financial reports remain reliable.
Fixed Trial balance report: The trial balance report now works correctly when fiscal year closing is used. You can generate and review account balances without unexpected errors.
Fixed Trial balance report: The trial balance now displays accurate account balances, debit, and credit totals when reviewing fiscal year closing. It correctly includes opening entries and relevant journal lines, so closing reports reflect the true financial position.
Updated Balance Sheet and Profit/Loss reports: The standard financial reports now use a revised structure with clearer account grouping and section labels. Finance users can review balances, income, and expenses in a more organized layout, making it easier to compare periods and prepare reporting.
Added Italian localization: The fiscal year closing screens and messages are now available in Italian, helping teams follow year-end closing steps in their preferred language. The related menu items have also been reordered for a clearer navigation flow.
Added Italian language support: The fiscal year closing accounting module now displays labels, help texts, and status messages in Italian, allowing Italian-speaking users to complete year-end closing tasks entirely in their own language
Added Translation readiness: Zelo now has a dedicated structure for language files, preparing the system for easier translation of menus, labels, and messages in future updates
Improved Testing performance: Zelo test environments now run with a higher memory allowance, allowing larger data sets and more complex ERP workflows to be validated more quickly and with fewer interruptions
Improved Deployment process: Zelo deployments now run faster by reusing prebuilt setup components. This reduces the time needed to prepare each update and helps changes reach your environment more quickly.
Fixed Fiscal year closing: Year-end closing journal entries are now created without an extra closing-entry type flag, helping them post and process more consistently during the fiscal year close.
Fixed Fiscal year closing entries: Journal lines used in fiscal year closing now correctly inherit the closing entry type from their parent journal entry, helping year-end closing records display and behave consistently.
Fixed Fiscal year closing report: Opening entries are now included correctly in year-end closing reports, so financial totals reflect all closing-related journal lines and balances are more accurate
Fixed Fiscal year closing report: The year-end financial closing report now builds on the standard report correctly, so account balances, debits, and credits are calculated and displayed reliably when preparing a fiscal year close.
Added Fiscal year closing: The base profile now includes fiscal year closing tools, so accounting teams can close periods and carry forward opening balances without needing an extra add-on.
Fixed Fiscal year closing reports: Financial reports now correctly include the opening entries created by fiscal year closing. This keeps account balances and report totals accurate after a fiscal year has been closed.
Fixed Financial reports: Journal entry lines created by fiscal year closing are now excluded from account balance calculations. This keeps financial statements focused on normal transaction activity after closing entries are generated.
Fixed Manufacturing substitutes: Substitute products now follow the same manufacturing flow as the main item, and unreserving materials resets the order cleanly so it can be reserved again without leftover items.
Improved System logs: Removed temporary testing messages from timesheets, manufacturing, report generation, and related areas. This makes Zelo run more cleanly and helps support teams spot real issues faster.
Fixed Project task assignment: Assigning a task to a user no longer automatically changes the task’s start date. Planned start dates set during creation or from the timeline now remain intact, making task scheduling more predictable.
Fixed Project task timeline: Reassigning a project task no longer shifts its start date, so planned schedules stay accurate. Timeline views now keep the original start date when the responsible user is changed.
Improved Database performance: Zelo now allocates more memory to database operations and uses more efficient data reads, so large lists, reports, and searches can respond more quickly
Compatibility Container updates: Zelo’s containerized environment now handles package updates when the underlying operating system release changes, helping keep Zelo current and stable.
Improved Automated quality checks: Zelo’s testing environment now keeps recently used cached components for a short period before cleanup, helping repeated checks start faster while still removing older unused items.
Improved Budget line editing: Budget line lists now open a new editable row at the bottom, and selecting a budget automatically fills the start and end dates. This makes budget setup faster and reduces manual date entry.
Improved Budget line editing: Budget lines can now be edited directly in the list view, allowing users to update budget details faster while reviewing the budget.
Improved Quality checks: Automated testing now covers all Zelo modules instead of only the web module. This helps ensure a wider range of features works reliably before release.
Improved Automated browser testing: Automated checks that open Zelo in a web browser now allow more time for the browser to initialize, helping tests complete reliably on slower machines
Updated Web interface testing: Removed a leftover placeholder check from the automated web interface tests. This keeps routine verification focused on actual customer-facing screens.
Fixed Automated browser checks: Browser-based validation now reports setup problems clearly instead of skipping silently, so web-facing features are verified more reliably
Improved Automated browser testing: Background browser checks now give Chrome more time to respond, making automated validation less likely to fail unexpectedly
Fixed Automated UI checks: The browser-based checks used to verify on-screen workflows now use the correct web interface reference. This helps ensure guided flows and common screens continue to behave reliably across Zelo.
Updated Automated quality checks: Background browser tests now report failures more clearly, giving the Zelo team a more reliable way to catch interface issues before release
Updated Italian translations: The Italian language pack has been refreshed across many Zelo modules. Users who set their interface to Italian will now see more consistent labels, messages, and notifications throughout the system. This makes everyday workflows feel more familiar and reduces confusion caused by missing or outdated text.
Improved Automated testing: Zelo’s routine quality checks now focus on the core user interface. This helps us catch interface issues earlier and keep your day-to-day workflows more reliable.
Updated Web test loading: The web interface test suite now includes a deliberate failure check. This helps confirm that JavaScript tests load and run reliably in Zelo.
Added Product stock availability: Products now show additional stock availability figures, including available-to-promise, immediately available, unreserved, and potential stock from manufacturing. This helps sales and warehouse teams make more accurate fulfillment and production planning decisions.
Fixed Web interface validation: The automated browser check for the main Zelo web interface has been re-enabled after being accidentally disabled, helping ensure the interface works as expected before updates are released
Added Transfer list: The transfer list now includes a completion date column, showing when each stock transfer was completed. This makes it easier to review finished transfers without opening each record.
Updated Quality assurance: Automated checks for quick-creating related records in form dialogs were re-enabled, helping catch issues before they reach you. This supports more reliable behavior when creating new records from linked fields.
Updated Automated quality checks: A temporary adjustment was made to the automated quality-check process so that a small set of unstable checks no longer interrupt validation runs. This keeps regular updates and system checks running smoothly while the affected checks are reviewed and corrected.
Updated Automated browser checks: Some browser-based validation checks were temporarily disabled to prevent false failures. This keeps routine testing of customer-facing workflows stable while the checks are being corrected.
Updated Automated interface checks: Some browser-based checks across CRM, Point of Sale, and website pages were temporarily paused while they are being stabilized, so normal use of Zelo is unaffected and no customer data or functionality changes.
Fixed Product price history: Cost and sales price changes are now recorded properly when product records are updated, so price history lists stay complete. This makes it easier to track how prices have changed over time without missing entries.
Fixed Purchase price history: The former purchase price on purchase order lines now updates automatically when the product or supplier changes. This keeps price history accurate while reviewing purchase orders.
Fixed Browser tab icon: The custom favicon now displays correctly on website pages, ensuring your brand icon remains visible in browser tabs, bookmarks, and the address bar
Added Quotations shortcut on products: Product pages now include a Quotations button that shows the number of open quotations for that product. Sales users can click the button to view a filtered list of draft and sent quotations, making it easier to track active selling opportunities.
Fixed Two-factor authentication: The required one-time password component is now included automatically, so 2FA setup and code verification work reliably in Zelo
Fixed Installation dependencies: Zelo now installs with the required rendering package included on Debian-based systems, so visual reports and previews that depend on it load correctly without manual server configuration
Octobre 2021
Added Fiscal year closing: Zelo now includes a guided process for closing the accounting fiscal year. You can create and post closing journal entries, reuse predefined closing templates, and manage unbalanced entries from a dedicated action. This helps finance teams complete year-end close more consistently and with less manual entry work.
Added Substitute components for manufacturing: You can now set up replacement products for materials used in manufacturing orders. When a planned component is unavailable, Zelo can reserve and consume the substitute, helping production continue without manual re-planning. This keeps material usage, stock moves, and production records aligned with the items actually used.
Fixed Online store sorting: Product listings now safely ignore invalid sorting values passed in store links. Customers can continue browsing and applying valid sorts without unexpected errors.
Fixed Installation hierarchy: You can now organize installations in parent-child groups without false circular-link errors, and deleting a parent installation also cleans up its sub-installations automatically
Fixed Installation hierarchy: Parent installation links now prevent accidental deletion when sub-installations exist, keeping installation structures intact and avoiding loss of related records
Fixed Record hierarchy validation: Invalid parent hierarchy settings now produce a clear error instead of only appearing in logs. This helps catch misconfigured hierarchical records early and keeps parent-child data consistent.
Fixed Last purchase pricing: Incoming stock updates now refresh product costs more reliably, so items using last purchase pricing keep accurate standard costs and inventory valuations after receipts are completed
Added Last purchase price costing: You can now value products using the latest purchase price, giving inventory valuations a clearer view of current replacement cost. The method updates automatically as new purchases are received, helping teams track cost changes without manual adjustments.
Updated Database connection handling: Zelo’s database connections are now referenced in a more consistent internal structure, helping document attachments, automatic numbering sequences, and live notifications remain reliable.
Improved Record lookup speed: Zelo now prepares faster cache identifiers for request context when reading field values. This makes repeated lookups of records and their data more efficient, so common screens and reports can feel snappier.
Fixed Context-aware fields: Fields that change based on the current user or session context now resolve correctly, preventing incorrect or missing values in forms, lists, and reports
Improved Field data performance: Zelo now retrieves and updates field values more efficiently, reducing delays when opening records or refreshing lists
Updated Management system action checks: Automated email-sending checks for management system actions were adjusted to keep routine testing stable while ensuring email notifications continue to be verified reliably.
Fixed Invite notifications: Invited collaborators now receive follower notifications immediately when they are added to a record. The notification is sent directly rather than waiting, so new participants are informed right away and can start working without manual follow-up.
Improved Email notifications: Routine emails such as meeting reminders, invitations, portal sign-up messages, and helpdesk notifications are now queued for scheduled delivery, making email sending more reliable and preventing temporary issues from interrupting the main action
Fixed Password reset email: Sending a password reset email no longer fails when no user session is available. Zelo now handles these automated email requests safely, so customers can receive password reset emails without unexpected errors.
Improved Password reset: If a password reset request cannot be completed, Zelo now records the underlying error in the system logs. This gives support teams clearer visibility into failed resets so they can diagnose and resolve issues faster.
Fixed Timesheet duration calculation: Timesheet entries now let users save or edit an entry while one date is still missing, instead of causing a calculation error. The duration is recalculated automatically once both the start and end dates are available.
Fixed Timesheet duration calculation: Timesheet hours now recalculate correctly when you change the start or end time, including entries that cross midnight or span longer than 24 hours. This prevents incorrect durations from being displayed or saved.
Fixed Online store price hiding: Product quantity controls and comparison popovers now correctly follow the price visibility setting. This prevents hidden-price storefronts from showing quantity or comparison details that should remain restricted.
Added Test execution control: Zelo now includes a new test option that can continue running automated module tests after a failure instead of stopping immediately, giving administrators a fuller view of module health during test runs.
Updated Quality checks: Automated test runs now capture more detailed diagnostic information. This helps the team identify and resolve issues before they affect your Zelo experience.
Improved Automated testing: Zelo now stops the automated test run as soon as a module reports an error, so issues are surfaced earlier and test results are easier to interpret
Improved Automated module checks: Quality checks for Zelo modules now stop at the first detected error, so updates are validated faster and issues are easier to locate
Improved Product categories: Full category paths now stay up to date automatically when categories are renamed or reorganized, giving users a clearer and more accurate category hierarchy in product views
Fixed Email server configuration: Zelo now installs the correct mail server settings during development environment setup, preventing automatically generated configurations with the wrong hostname from interfering with outbound email delivery, so notification and transactional emails are sent from the expected address.
Added Module test execution: You can now run module tests with fail-fast disabled from the command line. This lets the complete test run continue after a failure, making it easier to collect all test results in one pass.
Added Test media storage: Automated browser tests now use configurable locations for their captured screenshots and screencasts. This helps administrators store temporary test evidence in a controlled place and keep default directories tidy.
Updated Test evidence storage: Automated browser test screenshots and screen recordings are now saved under a local OUTPUT folder. This makes it easier to locate and review visual test results after each run.
Improved Automated testing: Quality checks now run with more detailed diagnostic logging, helping Zelo catch issues earlier before they reach customers
Fixed Test environment: Automated test execution now uses a consistent environment cleanup step, helping keep quality checks reliable across Zelo modules
Fixed Test data cleanup: Temporary test data is now handled more conservatively during automated checks, reducing the chance of unexpected cleanup conflicts. This improves the stability of background validation without affecting normal ERP use.
Updated Account list sorting: The accounting account list now sorts by account code in ascending order by default. This gives users a consistent, predictable sequence when browsing, comparing, or selecting accounts.
Fixed Related record creation: We fixed an unstable automated check that covered creating related records from form dialogs. This helps ensure the quick-create workflow for related records remains reliable in Zelo.
Added Browser setup: Zelo now installs the Chromium browser automatically, giving browser-based workflows the environment they need to run reliably. This helps features such as automated reporting or web integration avoid missing-browser issues.
Fixed Chrome automation setup: Automated browser tasks now install the correct Chrome driver, so background browser operations run reliably instead of failing due to a mismatched driver.
Updated Browser automation: Zelo now uses modern Chrome and Firefox automation drivers for background browser tasks. This replaces the older PhantomJS setup, helping document generation and other browser-dependent processes work more reliably.
Added Real-time connection support: Zelo now includes a WebSocket client for live data exchanges. This helps real-time updates, notifications, and connected services stay more reliable.
Improved Automated browser testing: Zelo’s automated browser checks now use a modern Chrome-based setup instead of the previous legacy browser. This helps verify user-facing workflows more reliably before changes are released.
Improved Helpdesk time products: Automated checks for hourly service products now validate both sales and purchase units of measure. This helps ensure time-based helpdesk billing remains consistent and reliable.
Fixed Timesheet hours setup: Hours-based services now use the correct hour unit, keeping time entries and invoices consistent. This reduces unexpected validation issues when working with timesheets.
Updated Log alert emails: Log alert subject lines now include the server hostname, helping support teams identify which Zelo environment generated the notification.
Fixed Gengo translation settings: The Gengo translation option has been restored in the general settings integrations section, so you can enable the Gengo integration and complete the setup reminder after saving.
Fixed Module installation status: Scheduled maintenance no longer automatically resets module installation states when an install or update appears stuck. Instead, Zelo shows a clear error message so administrators can safely review the affected modules before proceeding.
Fixed Helpdesk timesheet invoicing: Invoices created from timesheet entries no longer fail when a line item is missing a unit of measure. Zelo now safely skips unit conversion for that line and continues with normal invoicing, making helpdesk billing more reliable.
Fixed Contract invoice units: Invoices generated from contracts now use the correct unit of measure from the contract line, so billed quantities match the agreed terms and reduce manual corrections.
Fixed Helpdesk timesheet invoicing: Invoices created from logged helpdesk timesheets now convert the recorded time into the billing product’s unit of measure before calculating the line amount. This ensures invoice quantities and prices match the expected billing unit, even when timesheets are recorded in a different unit.
Fixed Module installation: Stuck module installation, update, or uninstall states now remain visible instead of being cleared automatically by a scheduled maintenance task. This lets you review any failed module changes and resolve them before continuing.
Updated Setup screen: The Integrations settings section is now hidden from the general setup page. This makes the settings screen cleaner and reduces confusion by showing only the configuration options currently available in Zelo.
Improved Time units: Zelo now uses hours as the standard base unit for time-based products and services. This makes quantity entry, conversions between hours and days, and related calculations more consistent and easier to understand.
Added Product warnings on sales: Zelo now blocks confirmation, quotation printing, and email sending for sale orders that include products with a blocking warning. The warning message from the product is shown on the order line, helping users understand the issue before the order is processed.
Added Product purchase warnings: Purchasing teams can now see product-level warning messages directly on purchase quotation and purchase order lines. If a product has a blocking warning, Zelo prevents sending the quotation or confirming the purchase order until the issue is addressed.
Added Installation hierarchy: You can now link installations to a parent installation and view sub-installations. This helps organize complex sites or multi-unit installations and gives a clearer overview of related planned and past interventions.
Improved Installation process: Zelo’s server setup now skips optional recommended packages, making deployments lighter and reducing unnecessary software on your system
Updated Installation intervention defaults: New intervention records now prefill the start time, stop time, and two-hour duration, so users can create scheduled work faster. Planned interventions opened from an installation record also automatically associate with that installation.
Improved System cleanup: The maintenance routine now performs a deeper removal of unused container images and stopped containers. This helps keep the Zelo environment tidy and reduces unnecessary storage usage.
Improved Automated testing: Internal checks now run in a faster temporary test environment. This helps ensure Zelo updates are validated more efficiently before they reach you.
Improved Installation search: You can now filter installation records by item key or item value, making it easier to quickly find the right installation from the search view
Updated Upgrade testing: Upgrade validation now targets the latest supported Zelo release, helping ensure customer upgrades are checked against the current version before they are released.
Updated Italian translation: Installation Management screens and maintenance intervention notification emails now show updated Italian text for labels, filters, and customer messages.
Added Installation notes: You can now add free-form notes to each installation record. This makes it easier to keep important context, instructions, and follow-up details visible next to the project, customer, and installation manager.
Added Installation item order: You can now set the display order for installation items using sequence numbers. Zelo preserves the chosen order when default items are applied, making installation item lists easier to review and manage.
Added Interactive shell shortcuts: The Zelo maintenance shell now includes quick shortcuts for finding a module and saving pending changes, making routine environment checks and small fixes faster for administrators
Added Installation duplication: You can now copy an existing installation record to create a new one with the same items included. The copied installation automatically gets a clear “(copy)” marker in its name and reference.
Fixed Forum post sorting: Invalid or outdated sorting options on the forum now fall back to the default post order, so visitors can browse threads without seeing errors. This makes forum browsing more reliable when a sorting link uses an unsupported value.
Improved Automated testing: Zelo’s quality checks now include the core setup and run in an optimized order, reducing overall test time and helping us deliver more reliable updates
Improved Language installation: Installing a new language now uses Zelo’s standard remote interface, making language setup during database configuration more reliable and consistent
Improved Module installation: Required modules are now installed through a more direct server connection during setup, making new Zelo environments configure more reliably and with fewer repeated install attempts
Updated Italian translations: Italian labels and messages for installation records and interventions have been reviewed. The wording for installation details, default item sets, and expiration dates is now clearer, making the interface easier to understand for Italian-speaking users.
Updated Installation menu icon: The Installation Management menu now displays an assigned icon in the main navigation. This makes it easier to spot and open installation records from the Zelo menu bar.
Updated Application icon: The Zelo icon has been refreshed, so users now see the new visual identity in the application where the icon appears
Added Installation Management documentation: A new Installation Management section has been added to Zelo’s documentation menu, allowing users to open the relevant guides and learn how to configure and manage installation workflows.
Updated Local test environment: Zelo’s local testing environment now includes the mail delivery service again, so email sending, service restarts, and shutdown steps work more completely during testing
Updated Documentation menu: The documentation section now has an icon, a clearer menu order, and Italian translations, making it easier to find and use.
Updated Italian documentation translations: Italian labels in the documentation area now use clearer wording, with the main Documentation menu appearing as User Guide and last-updated fields showing more natural terminology
Fixed Italian documentation translation: The warranty documentation title now displays in Italian as “Guida (Garanzie)” instead of showing the English text. This makes the documentation area easier to understand for Italian-speaking Zelo users.
Added Italian localization: The Installation Management module now includes Italian translations for interface labels, field names, and maintenance notification messages, so Italian-speaking users can manage installations and interventions in their own language.
Updated Translation support: Zelo now includes a dedicated translation folder for installation-related features. This prepares the system for future language updates without changing current behavior.
Fixed Helpdesk feedback submission: Customers must now be signed in before submitting feedback on a helpdesk ticket in the Zelo portal, and the feedback flow now displays the correct confirmation and thank-you pages for a clearer experience.
Added Sales order price list updates: Changing the price list on a sales order now automatically refreshes the prices on all order lines. This helps ensure quotes and orders reflect the correct customer pricing without manually reselecting products.
Fixed Online shop quote conversion: Converting a shopping cart into a quote no longer fails with a server error when no order is available. Visitors are redirected back to the shop, allowing them to continue their purchase flow.
Improved Automated testing: Zelo now stops the automated test run as soon as a module reports an error, so issues are surfaced earlier and test results are easier to interpret
Improved Automated module checks: Quality checks for Zelo modules now stop at the first detected error, so updates are validated faster and issues are easier to locate
Fixed Digital product checkout: The payment confirmation page for digital products now handles missing session data safely. Shoppers no longer see an internal error when arriving at the confirmation page, so digital purchases can finish reliably.
Septembre 2021
Fixed Accounting account templates: Corrected an internal consistency check for account templates so that accounts can be archived or reactivated without unexpected mismatches during accounting setup
Improved Chart of Accounts PDF report: The Chart of Accounts hierarchy PDF now displays with better column spacing, making account codes and types easier to read and keeping the report layout cleaner when printed or shared.
Added Account archiving: You can now mark individual accounts as active or archived. Archived accounts are hidden from normal account selection, while their historical transactions remain available for reporting.
Improved Automated test setup: Zelo now prepares its internal test environment in a more reliable order, including browser-based checks after repository components are ready. This helps quality checks run more consistently before updates are released.
Improved Form field reliability: We expanded automated quality checks for common form fields, including checkboxes and other basic inputs used in record forms. These checks verify that values display and update correctly while creating or editing records, helping keep Zelo dependable for everyday data entry.
Fixed Automated test results: Test runs now display their results reliably after the background browser used for automated checks was updated and configured to start correctly
Updated Profile setup: The core profile area was maintained and its version corrected, helping keep profile-related settings and related Zelo functionality running reliably without any action required from users.
Added Module uninstall protection: Uninstalling a module from Zelo now asks for an administrator password before proceeding. The required password can be configured in system security settings, helping prevent accidental or unauthorized removal of modules.
Added Installation management: Installation management is now available in the standard Zelo profile, letting you create and track installation records and follow related activities from within Zelo
Added Installation management: You can now track installations and maintenance interventions from a dedicated Zelo workspace. Teams can assign responsible staff, plan interventions, and send automatic customer notifications, with related project tasks, timesheets, and calendar events linked to each installation.
Added Product tag management: You can now manage product tags in a dedicated list and form view, including tag name and color, from the Inventory configuration menu. This makes it easier to create, edit, and search tags for organizing products.
Added Product tags: You can now assign color-coded tags to products and see them displayed on product records. These custom labels help organize items by any meaningful category and make it easier to spot products at a glance.
Added Automated PDF setup: Zelo now includes an automated setup step that installs the headless browser used to render PDF documents. This helps ensure invoices, reports, and other generated PDFs are produced consistently on new installations.
Added Automated test setup: Zelo now includes a dedicated installation step for the headless browser used by automated browser tests, and it runs in offscreen mode to avoid display-related issues
Fixed Documentation menu: The main Documentation menu now uses the correct reference, so it opens the documentation area reliably. This ensures the menu appears consistently and works as expected across Zelo.
Fixed Report PDF generation: PDFs and printable reports now generate reliably when Zelo needs to render page content in the background, correcting an issue that could cause missing or incomplete documents
Fixed Automated browser testing: Zelo’s automated browser tests now start more reliably, reducing unexpected failures when checking the web interface and helping keep user-facing pages stable.
Updated Test suite stability: Zelo’s automated interface checks were refreshed to reduce unstable failures. This helps maintain reliable behavior in common screens such as forms, lists, calendars, dashboards, and accounting views.
Fixed One-time password sign-in: A session-expired error no longer appears when signing in for the first time with one-time password protection enabled. Users can now complete two-factor authentication and reach the intended page without being signed out unexpectedly.
Removed Import tracking option: The import screen no longer shows a choice to track history during an import. All file imports now run without recording per-record change history, which helps keep imports consistent and reduces unnecessary notifications.
Added Website checkout: Zelo now includes the option to skip payment during online checkout, so you can accept orders that will be paid later or processed manually
Fixed Italian login messages: Italian users now see correctly translated labels for sending and resending one-time password codes, and expiration prompts display in the expected language during sign-in and verification
Fixed One-time password login: One-time password prompts, resend options, and expiry countdowns now display in the correct language, so users see clear and accurate messages when requesting, resending, or entering login codes.
Updated One-time password expiry: The default expiry time for one-time password codes is now 5 minutes instead of 8 minutes 20 seconds. This reduces the chance that an unused code can be reused, while administrators can still adjust the expiry limit in Zelo settings.
Fixed One-time passcode emails: One-time passcode emails sent during customer registration now go to the provided email address, ensuring new customers receive their verification codes even when the account profile has not been fully created yet
Fixed One-time password countdown: The expiration timer message now uses the correct translation function, so it displays in the user’s language. This makes the secure login flow clearer while waiting for a one-time password to expire.
Updated Italian one-time password messages: The Italian interface for one-time password login now shows clearer notifications when a code is sent, when an email address needs correction, and how long the code remains valid before expiring.
Added Area units of measure: Zelo now includes an Area unit category and a default square meter unit. This lets you sell, buy, and track products measured by surface area with consistent conversions.
Fixed Product translation: The Italian quantity unit label is now translated correctly, so product records display the proper wording in Italian. This improves consistency across product screens that use the Italian language.
Fixed Product pricing: Zelo now avoids accidentally overwriting a product’s selling price with zero when the standard price or price ratio is zero, keeping existing sale prices intact until a valid price is calculated
Fixed Email server test setup: The automated installation of the email delivery service in test environments now applies its configuration reliably. This helps test environments start email delivery more consistently.
Fixed Helpdesk timesheet invoicing: The timesheet selection screen used when invoicing support tickets now filters out entries that are not linked to a project. This helps users see only relevant billable timesheets and avoids choosing the wrong hours for an invoice.
Updated Timesheet entries: Timesheet lines are linked to a project, helping Zelo identify and manage them consistently
Fixed Automated quality checks: The system’s built-in verification checks now use the correct internal communication address, reducing false failures. This helps ensure updates are tested more reliably before reaching your environment.
Added Automated document checks: Zelo now installs a background browser component used for automated validation, helping ensure reports and document previews are generated reliably before users see them.
Fixed Website login page: Visitors can now open the public login page without being blocked, and successful sign-in returns them to the intended Zelo page.
Fixed Website login redirect: Zelo no longer overrides the standard login destination on the website. After signing in, users are now taken to the page they originally requested or the appropriate home screen instead of being forced to an unexpected area.
Fixed Website login: Login and one-time password sign-in now process redirect links consistently, so customers are returned to the correct page after authentication
Fixed Web interface styling: Zelo’s web screens now display with the intended typography and navigation bar sizing. This resolves a styling issue that could cause the interface to appear slightly inconsistent across pages.
Added Italian one-time password messages: One-time password notifications for email verification are now available in Italian, helping users see OTP messages in their selected language
Fixed Website login page: The public sign-in page for the Zelo website now resolves correctly, so customers and portal users can reach the login screen without being sent to an unexpected error or blank page.
Improved Product categories: The full category name, including parent categories, is now stored automatically so category lists, filters, and reports display more reliably and load faster.
Updated Italian interface: The Italian backend theme now shows “Nascondi” instead of “Chiudi” for the collapsible panel action. This makes the Italian label clearer for users hiding interface sections.
Updated Italian UI text: The Italian translation for a theme control now shows “Chiudi” instead of the previous “Apri / Chiudi”. Users using the Italian interface will see a clearer label for closing panels or views.
Updated Italian localization: The Italian interface now includes a translated label for the sidebar toggle, making the navigation control clearer when using Zelo in Italian.
Fixed Browser automation support: Automated web page interactions now work reliably after a required browser automation component was restored on supported server setups
Updated Italian Timesheet translations: New Italian labels now appear when creating timesheets from calendar events. The source appointment is also shown in Italian, making the Timesheet app easier to use.
Added Collapsible side menu: You can now collapse the left navigation menu to free up screen space for your work. A toggle control at the bottom of the menu lets you switch between the compact menu and the full module list without reloading the page.
Added Calendar event timesheets: Users can now create a timesheet directly from a calendar event, with the event title, duration, date, and assigned employee or user prefilled. The resulting timesheet stays linked to the event so work recorded for meetings can be traced back to its source.
Fixed CRM lead email parsing: Emails with Windows-style line endings are now normalized before Zelo interprets lead email content. This helps lead emails process more reliably and reduces formatting-related parsing issues.
Updated Website helpdesk menu: The default Helpdesk and Create Ticket menu entries on your website are now protected from automatic updates, so custom changes you make to these menu items will remain intact.
Fixed System checks: Automated system checks now connect to the correct service endpoint, helping verify that remote operations work reliably in your Zelo environment
Removed Legacy service check: Zelo no longer applies an outdated validation for a discontinued internal list query, so supported service calls are handled with a cleaner and more maintainable flow
Removed Legacy remote service route: Zelo now uses one consistent remote service connection path for external integrations. The older compatibility path has been removed, and service errors are reported in the standard numeric format.
Fixed Document attachments: The Document view now handles missing attachment information without an unexpected error, so forms with files load reliably and attachment actions work as intended
Fixed Attachment preview button: The “Show…” option in the document attachment sidebar no longer appears when there are no files attached, so users only see actions that lead to available attachments.
Updated Italian translations: Italian language support is refreshed across accounting, sales, inventory, projects, and other modules, so menus, fields, messages, and standard reports now display with more accurate Italian text. Italian-speaking users will see clearer and more consistent wording throughout Zelo.
Fixed Portal attachment labels: The attachments heading on portal pages for projects, quotations, and support tickets now consistently reads Attachments, even when only one file is attached. This makes uploaded documents easier to identify and avoids a confusing singular label.
Updated Helpdesk ticket portal: Customer helpdesk ticket pages now use Zelo’s standard portal messaging and attachment layout. Files attached directly to a ticket are shown alongside the ticket, and the ticket-specific attachment view has been replaced by the common portal behavior.
Improved Attachment image loading: Image attachments in portal discussions now display their thumbnails more reliably after the page loads, so customers can see attached pictures without needing to open each file
Improved Password security guidance: Password requirement messages now appear in the user’s selected language, helping employees clearly understand rules such as minimum length, uppercase, lowercase, numeric, and special character requirements.
Fixed Sales order attachments: The help text for main attachments on sales orders now uses the correct wording, clearly explaining that it shows attachments that were not added through messages
Added Project portal attachments: Portal users can now view files attached directly to a project, without opening the project message history. This makes shared project documents easier to find and review.
Added Attachment filtering: The attachment list now includes a Direct Attachments filter that shows files not linked to a message thread, making it easier to find standalone documents. This gives users a quick way to separate regular attachments from those created through discussions or notes.
Fixed Sales order attachments: Attachments linked to a sales order now display accurately in the attachment list, excluding files already included in order messages. This helps sales teams see the correct documents without duplicates or confusing entries.
Fixed Attachment upload button: The Add… button in the Files section now renders as a clickable link and opens the file chooser on editable records, making it easier to attach documents to an open record.
Added Portal quotation attachments: A new attachments section now appears on customer-facing quotations when documents are linked to the quote. Portal users can open or download files such as specifications, drawings, or photos without needing access to the full Zelo workspace.
Août 2021
Added One-time password sign-in: Customers and portal users can now receive a one-time code by email and enter it to complete sign-in, adding an extra security step to Zelo web access.
Updated Portal upload labels: The file upload button in the customer portal now displays translated text for “Upload a file” and “files selected” when attaching a signature or document. This makes the upload step clearer for customers using Zelo in different languages.
Fixed Portal task attachments: The attachment area on Zelo portal task pages now displays in its own full-width section, preventing files and labels from overlapping other task details. Users can now view and download task attachments more clearly on different screen sizes.
Updated Portal signature attachments: The attachment button in the customer portal signature form now displays a clearer label after selecting multiple files, showing the number of files chosen instead of the previous wording. This makes it easier to confirm that all selected signature files are attached.
Added Portal upload previews: Uploaded files in portal message threads now display a small preview image when available, helping customers quickly recognize attachments before opening or downloading them.
Fixed Portal discussion file upload: The file upload button in portal discussions now aligns properly with the message composer, with the correct height and a small gap to its left. This makes the upload control easier to see and click when attaching files to a discussion.
Improved Portal file upload: The file upload label in the portal signature form now shows a clear count when multiple files are selected. It still displays the file name for a single file and prompts you to upload a file when none is selected.
Fixed Portal message attachments: Attachments uploaded with portal messages are now preserved correctly when the message is saved. This prevents missing files when customers send multiple documents, so recipients can download all attached files as intended.
Fixed Portal discussion attachments: Files uploaded when posting a message in the Zelo portal are now correctly linked to that message. Customers and support teams can now see and download the attachments directly from the related discussion comment.
Added Portal message attachments: Customers can now attach files to messages when working with tasks, projects, and questions in the Zelo customer portal. The selected file is linked to the message and its name is shown in the composer, making it easier to share supporting documents with your team.
Fixed Digital product download view: The download management screen for digital products now opens in the current view. This keeps users on the same page and makes accessing digital product downloads more consistent.
Updated Attachments sidebar: The attachment list is no longer shown directly in the record sidebar; users can now click the Show… button in the top menu to open all related attachments in a dedicated view for easier browsing and management.
Fixed Sale margin calculation: Purchase prices on sale order lines are now refreshed correctly during recalculation, ensuring margins use the current standard cost converted to the order currency.
Fixed Sales commission calculation: Commission tiers now treat each range as starting at the lower limit and ending just before the upper limit. This prevents overlapping sections from selecting the wrong rate and ensures commissions match your configured tiers.
Improved Sales commission calculations: The commission base now includes clearer explanations for Net and Gross Amount, and Net Amount commissions now use the margin value from sales orders for more accurate results
Added Record attachments: Zelo now includes a built-in action to open the attachments for a record, so users can quickly view and manage the files linked to that record in a simple list. This makes it easier to find supporting documents without leaving the current screen.
Improved Project task attachments: Task attachment lists now load more quickly because Zelo calculates attached files with a simpler, more efficient lookup. Users can view task documents more smoothly without unnecessary wait time.
Added Attachment-to-message links: Each file attachment can now be linked to the discussion messages that use it. This two-way connection helps users trace where a document appears in a conversation and find the related messages from the attachment.
Fixed Date sorting in searches: Searching or sorting records by date and time fields with groupings such as hour, day, or month no longer causes an error; Zelo now ignores the grouping part and sorts by the actual date or time value so results display correctly.
Fixed List view sorting: Records in list views with inherited groupings now sort correctly when you click column headers, so ascending and descending order is applied consistently across related fields.
Fixed Grouped list view headers: Group headers no longer show an unnecessary sort arrow next to the group name. This makes grouped list views cleaner and easier to read, and avoids suggesting that the group name itself can be sorted. Grouping and sorting records still work normally.
Updated List view group headers: Group numbers now appear before the group name in list views, making grouped records easier to identify and scan.
Fixed List view numbering: Grouped list views now show group numbers and record numbers starting at 1 instead of 0, making row and group positions easier to read and aligning the numbering with what customers expect when reviewing lists.
Improved Grouped list views: Grouped list views now display numbered group headers and support ordering. This makes it easier to locate and compare large sets of grouped records.
Fixed Helpdesk message attachments: Attachments sent with a helpdesk ticket message now appear directly on that message, removing extra empty notification messages and making the ticket history cleaner and easier to follow
Updated Data export: Export checks now recognize the updated temporary file naming pattern. This helps ensure exported files are validated accurately and continue to work as expected.
Improved Data export/import: Zelo now creates stable external identifiers for records based on the database identity instead of a random value, making exports and imports between backup copies of the same database more reliable. Related records should already have been exported at least once so their identifiers exist in both environments.
Improved Data import handling: Collection imports now convert field values without generating unnecessary warning messages, keeping log output cleaner. The same data is still processed and saved as before.
Improved Timesheet end dates: Timesheet end-date values are now saved automatically with each entry, making end-date filtering, sorting, and reporting more reliable and responsive.
Updated Italian e-invoice import: Imported Italian e-invoices now keep the intermediary’s full name in the standard first-name, last-name order, helping vendor bills display consistent and readable contact details after import.
Fixed Partner name handling: Corrected the quality checks for first and last name settings, ensuring partner and user records in Zelo continue to combine names in the configured order. This helps prevent subtle regressions in how names are displayed and edited.
Updated Partner display names: The default order is now first name followed by last name, and changing the name order immediately recalculates partner names, including contacts that have only a first or last name.
Fixed Activity deadline display: The next activity deadline now updates correctly when activities are added, edited, or removed. It always shows the earliest upcoming deadline and clears when no activities remain.
Updated Purchase order scheduled dates: The planned delivery date can now be changed after a purchase order is confirmed, until the order is marked done. You can also apply the same scheduled date to all purchase order lines using the quick calendar action.
Juillet 2021
Fixed CSV export: CSV exports now preserve the original text values, including entries that start with =, +, or -, instead of adding a leading apostrophe that could appear in spreadsheet applications
Improved Legacy compatibility: Zelo has removed compatibility with Python 2, an older programming runtime, from core system tools. This streamlines module loading, report rendering, and data handling, helping Zelo run more consistently on current platforms.
Improved Email log formatting: Error alerts sent from Zelo now use the standard log format, so timestamps, severity, and details appear consistently in emailed notifications. This makes it easier to understand and troubleshoot issues from the email body.
Fixed Barcode scanning: Barcode scanning in Zelo now runs without leftover diagnostic logging, keeping the scanning experience cleaner and more reliable.
Fixed Failed email cleanup: Failed outgoing emails marked for automatic deletion now remove reliably even when their related record or document type is no longer available. This prevents cleanup errors from blocking removal of old failed messages.
Added Default email logging settings: Zelo now includes default options for sending system logs to email, so administrators can enable or adjust log notifications without manually creating missing configuration entries
Improved Expense invoice checks: Automated checks for expense-to-invoice processing now use a shared accounting setup. This helps verify that supplier invoices, expense sheets, and related accounts continue to work correctly.
Improved Reconciliation numbering: Full reconciliation records now include data-level checks that prevent duplicate or blank reference numbers. This helps users rely on a consistent reconciliation number for every matched accounting entry.
Added Field default behavior: You can now mark a field so Zelo ignores temporary default values carried from the current screen or action. This ensures the field uses its configured standard default when creating a new record, reducing unexpected pre-filled values.
Added Error email alerts: Administrators can now configure Zelo to send error and critical log messages to an email address. Alerts include the log level and message details, making it easier to notice serious issues without manually checking log files.
Improved Supplier invoice product validation: When importing a supplier invoice, Zelo now checks that the referenced product is active and has at least one usable variant before continuing. If the product is archived, users receive a clear message to unarchive it first instead of the system silently restoring it.
Fixed Expense invoice matching: Expense sheets no longer fail when an invoice has more than two payable lines; automatic matching is skipped in that case so users can review and reconcile the invoice manually
Added Expense invoices: Zelo now supports creating customer invoices from approved employee expenses, so finance teams can bill customers for reimbursed costs directly within the expense workflow. This makes it easier to track, approve, and recover expense-related charges without switching tools.
Fixed Expense payment reconciliation: Registering a payment for an expense report now skips payable lines that are already fully reconciled, so payments match only open amounts and avoid reconciliation errors or duplicates
Added Expense invoice linking: You can now attach a supplier invoice to an employee expense and have Zelo automatically fill in the invoice date, number, and remaining amount, reducing manual entry and improving reimbursement accuracy.
Fixed Product import: When importing an Italian supplier e-invoice, Zelo now automatically reactivates an archived product if the invoice line matches that product. This helps imports complete smoothly without needing to manually unarchive products first.
Fixed Sale order delivered quantity: Delivered quantities for kit products are now calculated correctly when no shipment operations exist. This prevents sale order lines from incorrectly appearing fully delivered before any shipment has been completed.
Improved Calculated fields: Zelo now has clearer safeguards against circular dependencies between calculated fields, reducing the chance of inconsistent values. This helps keep computed data more predictable when records are created, updated, or synchronized.
Fixed Calculated field validation: Zelo now detects invalid circular dependencies in calculated fields and prevents them from causing endless calculation loops. This makes dependent values update more reliably in forms, lists, and reports.
Added Stock move traceability: Purchase order and inventory move forms now show related destination and origin stock moves when applicable. This helps users follow how products are linked across purchasing and inventory operations.
Improved Large list loading: Zelo now loads records in larger batches of 500 instead of 200, reducing the number of database requests when opening long lists, forms, or reports. This can make navigation and data refreshes feel faster, especially for high-volume modules.
Improved Data loading performance: Zelo now retrieves related record fields in smaller, more efficient batches, so lists, forms, and reports that access many records can load faster and more consistently
Improved Calculated field updates: Zelo now automatically follows chains of calculated fields, so values that depend on other calculated fields refresh correctly without manual recalculation. This keeps forms, reports, and saved records consistent when underlying data changes.
Updated Upgrade validation: Upgrade checks now target the latest Zelo release, helping confirm that customers can move to the newest version without unexpected issues
Removed Project task stage closed flag: The dedicated setting that let administrators mark individual project task stages as closed has been removed. Project teams should use the standard project stage workflow to define completed or closed stages instead.
Juin 2021
Added Sales order tags: Sales orders and quotations now display assigned tags directly in list views, helping teams quickly identify important, promotional, or special orders at a glance
Updated Note notifications: Users are now subscribed to internal note messages by default, so notes added to records appear in their notification and activity views without extra setup
Added Delivery failure notifications: Zelo now creates an internal note when a message or email fails to send, including the failure reason and original content so teams can quickly investigate and retry.
Fixed Email cleanup: The automatic cleanup of email messages now only removes messages that were actually sent and are older than one hour, so drafts, queued, or failed messages are no longer deleted by mistake.
Updated Italian documentation: Zelo’s Italian help guide has been refreshed with updated screenshots and clearer step-by-step instructions, making it easier to find guidance for common tasks such as allocation requests, billing, barcodes, and cash control.
Updated Document generation: Zelo installations now include the required scientific document package, so reports and PDFs that use scientific symbols, units, or formulas generate more reliably.
Updated Sales order product selection: Quick product creation is no longer available when adding items to a sales order. Select an existing product from the product list, or create the product in the Products module before using it on an order. This helps keep product records consistent and easier to manage.
Fixed API access tokens: Zelo now handles failed API token requests more reliably, returning clear errors for invalid database names, user names, or passwords. This makes it easier for integrations to detect and resolve authentication problems when requesting access tokens.
Updated Internal request handling: A small internal cleanup was made to how Zelo processes web requests. This helps keep the interface stable when you open pages, save records, and move between modules.
Improved REST API authentication: Access token sign-in now returns a clear error when a user cannot be authenticated, and tokens for removed users are automatically cleaned up. This makes API integrations more stable and reduces unexpected failures when calling Zelo from external systems.
Added RESTful API: Zelo now includes a RESTful API that lets external systems exchange data with Zelo using JSON requests. Users can create and manage access tokens, allowing secure integration with third-party applications and automated workflows.
Updated Project stages: Closed project stages now work together with the collapsed stage setting, so completed or cancelled stages can be closed consistently. Existing stage data is migrated automatically, and timesheet and time-control features continue to respect the updated stage behavior.
Updated Leave timesheet defaults: The default task code for leave timesheets now includes a date and time value. This helps keep automatically generated leave tasks easier to identify and less likely to be confused across companies.
Fixed Upgrade process: Demo data is now handled more reliably during upgrades, so installations that include sample data can update without unexpected reloading or conflicts
Fixed Test database creation: Container-based test environments can now rebuild test databases reliably. An unnecessary database-name setting no longer interferes with automatically creating an empty database at startup.
Added Sale order availability: Sale order lines now display an Available quantity that includes inventory already reserved for the same order. This gives sales teams a clearer view of what can be fulfilled from stock for each line, both on screen and on sale order reports.
Updated Applications menu: The Applications menu is now hidden by default to keep the main navigation cleaner. Administrators can reveal it again by re-enabling the Applications menu item in menu management.
Fixed Website purchase availability: The buy button on the Zelo website no longer becomes disabled for consumable or service products when stock quantity is unavailable. Customers can now purchase these non-stock items even if their inventory count shows zero, while stockable products still respect availability settings.
Fixed Unit of measure updates: Reference units of measure now always keep a conversion factor of 1, so product quantities are converted accurately and unexpected calculation issues are avoided when units are edited.
Fixed Unit of measure updates: Saving changes to product units of measure no longer risks triggering repeated updates or errors, keeping unit conversions stable and reliable.
Fixed Unit of measure conversion: Unit of measure ratios are now stored without unnecessary rounding, and reference units always use a ratio of 1. This helps quantities convert accurately between units in the same category and reduces small decimal errors in product, stock, and cost calculations.
Fixed Secondary unit quantities: Secondary quantities are now ignored for inventory move lines when the secondary unit of measure is disabled, preventing unexpected calculations and keeping stock records accurate.
Fixed Secondary unit quantities: Secondary unit quantities on inventory moves are now calculated only when the secondary unit of measure is enabled, preventing incorrect secondary expected or completed quantities from appearing when disabled
Fixed Delivery weight default: Delivery moves now automatically select the main reference weight unit instead of any unit with a conversion factor of 1. This makes weight totals and shipping estimates more reliable when creating or reviewing deliveries.
Updated Italian translations: The Italian language pack has been refreshed across many Zelo areas, including accounting reports, sales, purchasing, inventory, HR, point of sale, and helpdesk. Users who choose Italian will now see clearer and more consistent wording for common labels, help text, and report options, making the system easier to read and use in everyday workflows.
Added Default rounding method for units: You can now select how quantities are rounded for each product unit of measure. This makes conversions, stock calculations, and displayed amounts behave consistently across Zelo.
Fixed Sales and Inventory module description: The module description now displays correctly without an extra formatting character, so the information accurately explains that this feature links sales and warehouse management.
Added Secondary units in inventory adjustments: The inventory adjustment wizard now displays the product’s secondary unit and lets users enter or update quantities in that unit. The standard quantity is converted automatically, making physical counts easier for products tracked in multiple units.
Added Inventory adjustments: The product’s unit of measure is now shown next to the quantity when adjusting stock. This helps users clearly confirm whether they are updating units, boxes, kilograms, or another measurement type before saving.
Added Secondary units of measure: You can now define a secondary unit of measure for products and use it across sales, purchases, invoices, inventory moves, scrap, and inventory adjustments. Quantities in the secondary unit are automatically converted to the primary unit, and printed documents can show the secondary measurement alongside the standard one.
Fixed Manufacturing quantity rounding: Material quantities on manufacturing orders now align with configured unit-of-measure rounding, making required component quantities more consistent when reviewed.
Fixed Unit of measure conversions: Zelo now keeps unit conversion ratios and their inverse values synchronized with higher precision, so quantity and price conversions between units are more accurate and less likely to produce unexpected rounded results
Updated Test reporting: Automated test results now display in a clearer, human-readable format instead of a machine-oriented output, making it easier for administrators and support teams to review system checks
Updated Unit of measure help: The on-screen guidance for unit conversion ratios now clearly explains how each value relates to the reference unit, with examples for common units such as dozens and kilograms. This makes it easier to configure product units correctly.
Updated Italian product translations: The Italian interface now displays the product unit-of-measure label as “Inverse Ratio” instead of the previous “Bigger Ratio” wording. This makes measurement-related fields clearer for Italian users when reviewing product settings.
Fixed Unit of Measure ratios: The ratio and inverse ratio fields now show clearer instructions and are easier to edit, helping you set up accurate conversions between units in the same category
Fixed Helpdesk invitations: The public invitation page for Helpdesk now records the invitation date correctly. This ensures new support requests and user invites are processed without interruptions.
Added Project portal description: The project portal page now includes the project’s description below the main project information, so portal users can read a summary of the project’s purpose and scope.
Fixed Sales order notes: Internal sales order notes are no longer copied automatically into the invoice comment field, preventing sales-specific or private notes from appearing on customer invoices.
Added Sale order line details: The sale order line form now shows the available, non-reserved quantity in a read-only field next to the delivered quantity, making it easier to check current stock availability while reviewing an order.
Fixed Account chart report language: When generating the printable chart of accounts, Zelo now applies the active user’s selected language to the report. This ensures the printed chart displays in the expected language instead of falling back to an incorrect default.
Fixed Sales order available quantity: The available quantity shown on sales order lines is no longer hidden by an incorrect access restriction, so users can now see current stock availability directly while creating or reviewing orders
Updated Italian translations: Zelo’s Italian interface has been refreshed with corrected and missing translations across accounting, sales, purchasing, inventory, and website features. Users working in Italian will see more consistent labels and clearer wording throughout these areas.
Fixed Automatic purchase suggestions: Zelo now ignores products that are not marked as purchasable when generating automatic buying actions, so disabled or non-purchasable items no longer create unwanted purchase proposals.
Fixed Purchase reordering: Automatic replenishment rules now skip products marked as not allowed for purchasing, so purchase suggestions only include valid items. This helps avoid unexpected purchase orders for items that should not be bought.
Fixed Product selection in purchase orders: The product picker on purchase order lines now filters out products not marked as purchasable, while continuing to respect vendor-specific product availability. This helps prevent adding unsuitable products to a purchase order.
Updated Sale order report availability option: The option to show available-not-reserved quantities on sale order reports now uses clearer wording and is grouped with the shipping details. This makes it easier to control whether the report displays the quantity available that is not already reserved.
Mai 2021
Improved Default report template: The standard template used for generated reports now has more balanced page margins and clearer table spacing. Reports also include clickable document links, making them easier to navigate and more professional.
Updated Release labeling: Final release labels no longer include an extra “final” marker, so version names in Zelo appear cleaner and more consistent.
Updated Core data operations: Zelo’s underlying record handling has been streamlined and given additional verification. This helps keep saved data, linked records, and language translations consistent as the system grows.
Added Sale order stock availability: Sale order lines now show the quantity of stock that is available but not reserved, and you can optionally add an “Available now” column to the sale order report. It displays “Yes” when enough unreserved stock exists, or the available quantity when it is lower than the ordered amount.
Added Order attachment downloads: On the website order page, customers can now download all related attachments at once as a ZIP file. The attachment list can also be expanded or collapsed for easier viewing.
Added Bulk attachment download: Users can now select multiple attachments and download them together as a single ZIP file. Zelo creates the archive on the fly, making it easier to collect related documents without saving each file separately.
Added Calendar and contact imports: Zelo can now apply configured default values when creating records from external calendar or contact data, and fields that point to related records are imported correctly. This helps keep imported entries complete with less manual correction.
Improved Purchase order scheduled dates: Purchase orders now show the earliest expected delivery date from their lines. If no line has a date, the order defaults to today, and changing the order-level date applies the same scheduled date to all lines.
Updated Default calendar collection: The built-in My Calendar collection is no longer force-updated during Zelo upgrades. Any customizations you make to this default calendar collection will now be preserved.
Added Product variant reference: The product form now shows a read-only “Variant of” field for product variants, making it easy to see which parent product a specific variant belongs to.
Fixed Purchase order supplier selection: Purchase orders created from procurement rules now select the correct supplier based on the product’s seller priority, preventing automated orders from being assigned to an unintended vendor.
Avril 2021
Improved Web page loading: Zelo now recognizes JavaScript assets that are already optimized and skips an extra optimization step when building web pages. This reduces unnecessary processing and helps the interface load more smoothly.
Updated Interactive charts: Chart widgets now use refreshed charting support files, so charts in dashboards and reports should load more reliably and display more smoothly
Updated Interactive charts: Zelo’s chart widgets now use the latest Bokeh charting engine, so interactive graphs load faster, use less browser memory, and render more consistently across modern browsers.
Fixed Italian split payment tax mapping: Zelo now matches the correct destination tax code for Italian split payment, ensuring split payment tax amounts are calculated and reported accurately on invoices and related fiscal documents.
Fixed Italian fiscal positions: Zelo now creates the Italian reverse charge and split payment fiscal positions correctly. Invoices will therefore apply the expected VAT rules and tax mappings without missing configuration.
Fixed Italian fiscal positions: The Italian fiscal position template data has been corrected. This helps Italian companies set up and apply fiscal positions for invoices and accounting entries without unexpected setup errors.
Fixed Italian reverse charge: Zelo now creates the EU and extra-EU reverse charge fiscal positions directly during setup. This ensures the correct tax treatments are available for Italian purchases and avoids missing options caused by template-based creation.
Added PDF report saving: PDF reports generated for a single record can now be saved directly as an attachment on that record. This makes it easier to keep generated reports together with the document and access them later without re-downloading.
Fixed Survey printing: Public survey print links now generate PDFs more reliably. If a survey or response report cannot be rendered because of access or layout issues, Zelo shows a clear error page instead of failing unexpectedly.
Fixed Italian localization: The default EU self-billing journal now stays as configured during updates, preventing unintended changes to your Italian accounting setup
Updated Italian translation: The Italian interface is refreshed across accounting, inventory, purchasing, sales, HR, surveys, and website reporting. Users will see clearer labels, messages, and report texts in Italian.
Fixed Italian reverse charge journal: The reverse charge reconciliation journal now uses the correct Italian label and general journal type. This helps reverse charge accounting entries appear in the right accounting category and post without confusion.
Improved Survey submission: Survey submissions now display a brief loading window while answers are being processed and allow more time for larger responses to complete, reducing the chance of a false timeout error.
Added Invoice list view: The invoice list now displays the untaxed amount alongside the total, making it easier to see the pre-tax value of each invoice at a glance
Added Advanced PDF report attachments: Email templates can now include PDF reports generated with advanced LaTeX layouts, so users can send more complex formatted documents directly from Zelo
Fixed Survey page navigation: Multi-page surveys now advance, skip, and return between pages correctly. Respondents can complete a survey and reach the final page without unexpected jumps or being unable to continue.
Fixed Survey report generation: Survey answer reports using the LaTeX template now generate with correct title spacing and logo placement, so printed or exported survey results look clean and professional
Improved LaTeX report generation: LaTeX report generation now runs without allowing the report renderer to execute external shell commands. This makes report creation safer and more predictable while preserving the existing report output.
Fixed Survey answer reports: Custom survey answer reports now generate correctly when using the formatted report layout. The company logo is placed properly in the report title area instead of causing rendering issues.
Fixed PDF report generation: Temporary files created while generating PDF reports are now cleaned up automatically, helping prevent leftover report files from accumulating and keeping report generation more reliable
Added PDF report images: Zelo can now insert images stored on records, such as company logos, directly into generated PDF reports. Default contract and survey reports now use this built-in capability, so the logo appears correctly without extra manual setup.
Improved Survey answer defaults: Missing survey answers now use sensible fallback values, showing 0 for numeric questions and the current date and time for date questions, which keeps survey results easier to read and analyze.
Added Digital product files: Digital products now show a separate public-file count and button, allowing store managers to open and manage files that are publicly linked to the product. This keeps those files distinct from the download files customers receive after purchase, making product setup easier to review.
Fixed Website Shop product attachments: Documents attached to online shop products now hide sellable digital downloads, so customers only see the intended product files and not extra downloadable products that could cause confusion
Improved Quality checks: Automated background checks now run with clearer diagnostic logs and a fresh test environment, helping Zelo identify and resolve potential issues more reliably
Improved Inventory traceability: Zelo now checks that stock movement dates follow the correct sequence when processing returns and return reversals, helping keep traceability data reliable even if system time is inconsistent
Updated Automated testing setup: A minor correction to Zelo’s internal test process helps automated checks run more consistently. This keeps routine quality testing smoother without changing anything customers see.
Improved Inventory sample records: Sample incoming and outgoing shipment records now have stable reference names. This helps repeated inventory checks on the same database produce more consistent results
Fixed System logging: Default diagnostic logging now uses the correct levels throughout Zelo. This helps support and troubleshooting by showing the right amount of activity without manual adjustments.
Added Sales order link on delivery slips: Delivery operations now show the related sales order directly on the form, so warehouse teams can quickly confirm which customer order the goods belong to and trace the movement back to the original sale.
Improved Module test diagnostics: Module test runs now use more detailed logging by default. This helps support teams identify and resolve issues faster during testing.
Fixed Survey custom report: The default example custom report for survey answers now opens correctly and provides a reliable template for building customized survey reports. This helps users avoid errors when starting from the built-in sample report.
Fixed LaTeX report formatting: Line breaks in report text are now preserved in LaTeX documents, so multi-line notes and descriptions appear as intended instead of being merged into one line.
Fixed Report line breaks: Line breaks in report text are now preserved when generating LaTeX-based reports, so multi-line notes and descriptions keep their intended spacing instead of collapsing or causing layout issues
Fixed Survey answer retrieval: Free-text responses are now preserved with the correct answer type when survey answers are fetched, so open-ended answers no longer appear as generic text in results, exports, or downstream processing
Fixed Account Excel export: Exported account spreadsheets now apply bold formatting to key summary rows, making important values easier to spot in Excel files.
Fixed Excel export: Excel exports now generate reliably because unsupported bold formatting is no longer applied to the exported file
Updated Background test execution: Automated test jobs now run at a lower priority, helping keep Zelo responsive while checks are performed in the background
Added Report layout access: You can now open the layout editor for LaTeX-based reports from the report action form, just like PDF and HTML reports. This makes it easier to customize what appears in generated LaTeX documents.
Fixed Survey views and reports: Survey page lists now display their codes for easier reference. Response answers and comments are also retrieved more reliably when generating survey reports.
Fixed Synchronization connections: Zelo now uses the complete configured server address, including its protocol, when connecting for synchronization. The synchronized objects list also includes drag handles, making it easier to reorder entries.
Fixed Product duplication: When duplicating a product variant, the Internal Reference is no longer copied automatically. This helps prevent accidental duplicate references and makes it easier to assign the correct reference to the new variant.
Added Survey answer reports: Zelo now includes helper tools that make it easier to create custom survey answer reports. These tools help report templates reliably find survey pages, questions, and submitted answers, including suggested answer entries.
Added Custom survey answer reports: You can now use a sample custom report for survey responses as a starting point for building tailored PDF reports. Page and question reference codes help match survey content when designing custom layouts.
Added Survey printing: Zelo now includes ready-made report templates for surveys and responses, so you can generate clean print-ready documents that show survey details, collected answers, and company information.
Mars 2021
Fixed Email signature: When composing a message, Zelo now treats a missing user signature as blank instead of an invalid value, so email drafts open and send normally even for users without a signature.
Updated Email signatures: Your configured signature now appears automatically in the email composer when applicable, so standard messages and bulk emails consistently include the intended signature without manual copying
Improved Image resizing: Images uploaded for contacts, employees, products, and other records are now resized consistently before being saved. This helps Zelo display logos and photos more reliably while keeping storage and page loading efficient.
Fixed Product cost and sale/cost ratio: The product cost and sale/cost ratio values are now saved with each product. You can now search, filter, sort, and report on these values more reliably.
Fixed Italian report translation: The Italian label for “initial balance with history” in the standard account ledger report now displays correctly, making the opening balance in reports easier to understand.
Fixed Product pricing calculations: The product list price to standard cost ratio now updates correctly when prices change, and product list views display the accurate ratio for easier price reviews
Improved Translated rich text: Zelo now supports empty values in translated XML/HTML content, allowing localized terms to remain blank instead of falling back to the default language. This makes translated forms and text fields display exactly what the translation team intended.
Improved Translation handling: Multilingual text now handles mismatched paragraph counts more gracefully by grouping extra translated paragraphs and falling back to the original language for missing parts
Fixed Translated rich-text content: Zelo now preserves existing translations when saving translated rich-text fields, even if the number of translatable phrases changes. Missing phrases keep the original wording for later translation, and extra phrases are combined into the final phrase so the save succeeds without losing content.
Fixed Survey page editing: The description field in the survey page form now displays its label, making it clear which field is used for the page description when creating or editing surveys
Improved Translation view: The default translation view now opens in a new popup window instead of replacing the current screen, so you can keep your previous workspace open while reviewing or managing translations
Fixed Sales order print template: The customer VAT label on printed sales orders now uses the customer’s country setting instead of the company’s country setting. This ensures the correct tax identifier label, such as VAT or TIN, appears next to the customer VAT number.
Updated Italian address format: Zelo now applies the standard Italian address layout with street, postal code, city, region, and country, making Italian contact details display and print consistently
Fixed Purchase replenishment rules: When multiple automatic reorder rules apply to the same product, Zelo now keeps their purchase order lines separate instead of letting one rule overwrite another’s quantity, so replenishment requests remain accurate and easier to review
Improved Command-line shell: The shell now always enables database management, so administrators can list and manage Zelo databases from the shell without changing configuration settings
Added Custom survey printing: You can now assign a PDF report template to a survey and to completed responses. When a survey is printed or downloaded, Zelo uses the selected PDF layout when available, giving you more control over the final document.
Added Survey questions: You can now create a new question directly from the survey configuration page. This makes it easier to build or adjust survey forms by adding questions without leaving the setup area.
Added Survey page skipping: Survey takers can now jump ahead when a page is marked as skippable, so they do not have to click through every section. Zelo keeps their previous responses saved and resumes them on the correct page, which makes longer surveys easier to complete.
Fixed Website links: Event pages, sponsor links, and the online store footer now use secure links to the official Zelo website, so visitors reach the correct site safely.
Updated Store footer link: The default “Powered by Zelo” link on the online store homepage now points to the official Zelo website. This ensures visitors reach the correct Zelo page when clicking the footer credit.
Fixed Survey page and question ordering: New survey pages and questions now use the next available order number based on the highest existing position in the current survey, so they appear at the end instead of defaulting to a fixed position.
Improved Inline record creation: New records created quickly from a related list now automatically suggest the next sequence number, keeping ordered entries consistent without manual numbering
Updated Survey page and question screens: Survey pages and questions now show their related survey and page details on both form and list views. You can also create new pages and questions directly from these screens, making survey setup clearer and easier to manage.
Fixed Editable list reordering: Dragging rows in editable list views now resequences the entire list, so manual ordering is preserved consistently instead of only updating a subset of rows
Fixed Product sale/cost ratio: The sale-to-cost ratio shown on products is now recalculated reliably from the selling price and cost. This avoids stale or incorrect ratio values when prices change.
Fixed Inventory routing: Automated checks for make-to-order and make-to-stock routing now complete reliably, helping ensure stock moves follow the expected purchase or production path
Fixed Calendar availability checks: The validation used for calendar event availability now completes more reliably, reducing the chance of inconsistent free or busy results. Scheduling workflows can depend on more accurate availability checks when planning events.
Added Survey answer reporting: Survey responses now include a single, consistent answer value for each completed question, making it easier to build reports and filter results by the actual answer. This helps users compare responses across different question types without manually combining separate answer details.
Fixed Warehouse MTO/MTS option: The warehouse setting for combined make-to-order and make-to-stock routing now defaults to off, so warehouses won’t automatically use this behavior unless you explicitly enable it
Added Warehouse rules: The warehouse form now shows the selected stock rule name, so users can quickly identify which rule is applied to a warehouse
Added Stock picking lines: The procurement method is now visible on each picking line. This helps warehouse teams quickly understand how each item is expected to be sourced or moved.
Fixed Italian interface wording: The Italian language now displays the correct wording for the new message label instead of a misspelled version. This makes messaging and email-related screens appear more consistent for Italian users.
Added Survey descriptions: You can now add and edit description text for survey pages and questions in the survey editor, making it easier to provide respondents with clear context before answering
Removed Legacy report code: Outdated internal components for older report formatting were removed from Zelo. This simplifies the reporting system and reduces maintenance overhead, while current report generation and printing continue to work as expected.
Added Report configuration: The report form now displays the report file field, giving users direct visibility into the file associated with each report. This makes it easier to review and manage report settings without leaving the form.
Updated Website page settings: The page identifier can now be edited directly in the website page form. This makes it possible to manually set up website report layouts without relying on system defaults.
Updated Italian translations: The Italian language experience in Zelo has been refreshed across multiple areas, including inventory, purchasing, CRM, email templates, and website features. Users working in Italian now see clearer, more consistent labels, help texts, and messages, making screens and notifications easier to understand.
Added Hybrid stock routing: Zelo now supports a combined routing option that can choose between make-to-stock and make-to-order procurement. This lets warehouses fulfill demand from existing inventory when possible and automatically trigger the appropriate replenishment order for the remaining quantity, improving planning and order accuracy.
Improved Purchase replenishment rules: Automatic replenishment now tops up existing purchase order lines by the missing quantity instead of adding a full new amount. This respects manually created lines and sales-related purchases while helping keep stock closer to the intended limit.
Added Email template design: You can now build email templates using Zelo’s reusable template engine, making it easier to create structured layouts, conditional content, and consistent company branding for outgoing messages
Added Email template styling: Zelo now automatically converts CSS styling in email templates into inline styles, so branded emails display more consistently across different email clients. This helps invoices, quotes, and other notification emails keep their intended layout, colors, and fonts after sending.
Improved Email unsubscribe: The unsubscribe flow for website mass mailings now completes the opt-out directly instead of first showing a list of subscriptions. Recipients no longer need to review their subscribed mailing lists before choosing, making it faster and simpler to opt out.
Fixed Marketing email editing: Changing the recipient type or list in a marketing email no longer overwrites the email body. Your written content is preserved, and only the audience selection is updated.
Added Mailing list validation: Zelo now prevents duplicate mailing list names and blocks the same email address from being added to the same list twice, helping keep campaign audiences clean and reducing duplicate recipients.
Fixed Marketing campaign editor: Marketing campaign pages now load the correct rich-text editor for the message body, so the editing area is no longer blank or unavailable when the default editor setting is missing. This makes creating and editing email campaigns smoother for all users.
Fixed Calendar item change detection: Calendar items are now compared more accurately by ignoring the internal creation timestamp during update checks, so events are no longer marked as changed when nothing user-visible has changed
Février 2021
Fixed Automated testing: Zelo’s internal test runner now prepares module test commands cleanly, reducing small formatting issues that could interfere with automated quality checks
Improved Automated test runs: Automated quality checks now display each test name before execution. Temporary test files are also cleaned up after the run, making test results easier to follow and the test environment tidier.
Improved Calendar sync: Zelo now reports update information for calendar items more consistently, helping calendar clients detect changes and keep events synchronized reliably
Fixed Calendar and contact sync: Some sync clients that incorrectly encode the @ sign in usernames can now be recognized properly, restoring calendar and address book synchronization without manual fixes
Fixed Calendar synchronization: Zelo now detects calendar item changes more accurately by ignoring the internal creation timestamp when generating change markers. This prevents calendar clients from seeing false updates and refreshing unnecessarily, while still picking up real edits to events and appointments.
Updated Calendar color: Synced calendars now default to Zelo blue, so event collections appear with the correct brand color in connected calendar apps
Updated Calendar synchronization: Minor updates to Zelo’s calendar sync service prepare better change detection for calendar entries, helping sync clients keep calendars up to date.
Fixed Calendar recurring events: Recurring calendar items now list and synchronize correctly with external calendar apps. Repeated meetings, tasks, and reminders keep accurate details instead of appearing missing or incomplete.
Added Italian language support: The WebDAV calendar and address book integration now displays key labels in Italian, including collection permissions and field mappings, so Italian-speaking users can configure and use these features more comfortably.
Updated Email campaign themes: The sample job listing design now uses a clean Developer label, and the Italian translation entries for that campaign theme text were refreshed so translated campaigns display correctly.
Updated Italian language support: Italian translations across accounting, HR, CRM, live chat, mailing, stock, and website features have been refreshed, so Italian-speaking users see more consistent wording in forms, reports, and interface labels.
Updated Administration menu order: The Collections menu item now appears in a clearer position under Administration, making it easier to find among other settings
Fixed Editor icons: Some resize and rotation icons in the rich text editor now display correctly, making them easier to see and use while editing content elements
Fixed Mailing theme templates: Event snippets now display the correct “Job Day” heading, removing outdated branding from sample mass mailing templates.
Added HTML editor choice: You can now switch between a simple visual editor and an advanced HTML editor when preparing marketing emails or newsletters. The simple editor remains ideal for everyday content, while the advanced editor supports custom HTML for more precise layout and styling control. This gives teams greater flexibility when designing campaigns in Zelo.
Improved Mass mailing email composition: Subject and message body fields are now read-only when a mass mailing template is selected, helping users avoid accidental edits to the selected template.
Added Calendar and contacts sync: Zelo can now share selected records as standard calendar and address book collections, letting users view and manage events and contacts from external calendar or contacts applications
Updated Calendar event privacy: New calendar events now default to confidential, so they are visible only to internal users instead of everyone. You can still change the privacy option to private or public for each event as needed.
Improved Automated testing: Test runs now consistently target the selected database, even when multiple databases exist on the same server, reducing the chance of tests using the wrong data
Fixed Read-only collaborative fields: Read-only collaborative fields now display the content saved on the record in Zelo instead of the live collaborative document. This ensures users see the current approved value, even if the online document has changed or is unavailable.
Improved Collaborative note fields: If a collaborative note document is missing, Zelo now recreates it and restores the record’s existing content automatically, so users can open the note and keep editing without losing their text. Multiple updates to the same note are also handled more reliably, reducing blank or stuck editor issues.
Fixed Restaurant POS notes: The restaurant point of sale now displays note text correctly, including language-specific wording, so staff can view and manage order notes without unexpected errors
Updated In-app help menus: Help menus now open the correct Zelo guide for each application, including Events, Knowledge, Live Chat, and Management System. Users can now find task-specific instructions instead of a generic landing page.
Updated Italian documentation: The Italian Zelo help guides were refreshed with new and clearer screenshots. Users can now follow step-by-step instructions for actions, events, billing, blogs, and other areas more easily.
Janvier 2021
Improved Italian invoice accounting: Zelo now includes additional checks that standard invoice accounts are registered correctly, so invoice entries for revenue, VAT, and customer receivables are more consistent
Improved Italian invoicing: We expanded automated checks for Italian invoice processing, helping ensure that accounting entries, balances, and profit/loss calculations stay accurate. This makes invoicing workflows more reliable for customers using Italian localization.
Improved Italian invoicing: We expanded internal validation for Italian invoice creation, including VAT rate handling, partner and product configuration, and journal selection. This helps Zelo catch issues earlier and keep Italian invoicing consistent.
Improved Italian invoice reliability: We added automated validation for Italian customer invoices, covering VAT rates, invoice lines, and accounting entries so common billing scenarios are checked more consistently
Fixed Italian bank receipt due dates: Payment due-date handling for Italian bank receipts is now more consistent when calculations fall on the 30th or 31st of a month. This update helps ensure that 30/60 month-end payment terms are applied correctly, giving customers reliable due-date results when processing bank receipt invoices.
Fixed Email delivery settings: Zelo now checks that an email sending server (SMTP) is explicitly configured before attempting to send mail. This prevents silent failures caused by an invalid default server and makes missing email settings easier to identify.
Fixed Error reporting: If an internal issue occurs while Zelo processes a request, the original error details are now preserved and passed along, giving support clearer information to diagnose and resolve the problem.
Improved Sent email cleanup: Zelo now removes sent messages marked for automatic deletion on a regular background schedule. Recent messages are safely kept for at least one hour, so storage is managed without accidental loss of just-sent emails.
Improved Update testing: Upgrade verification tests now run automatically with every change, helping ensure Zelo updates apply smoothly and catch issues before release
Fixed Event date labels: Relative event dates now account for months shorter than 31 days, so events are correctly shown as “next month” in registration views
Improved Task checklist ordering: New checklist items now receive the next order number automatically, so task checklists stay in the intended sequence without manual reordering
Fixed View error messages: View validation messages now display the correct parent-view reference, helping administrators identify view configuration issues faster.
Added Quote report totals: Sales quote reports now include a line total price column, showing the calculated amount for each product and helping customers review pricing before accepting a quote
Updated Product image reports: Zelo now includes a required upgrade step for the product image report feature, ensuring existing installations move safely to the latest report behavior. It also cleans up obsolete report templates so sales reports continue to display product images correctly.
Improved Error reporting: When a screen customization fails, the error message now includes more identifying information about the affected screen and its parent, helping support teams diagnose the issue faster
Updated Database management commands: The database maintenance options available to Zelo administrators now follow a clearer naming convention. You can also copy or rename databases directly from the administrative command interface.
Updated Mass mailing themes: The email theme selection now shows clearer preview images and refreshed color palettes for each available design. This makes it easier to compare mailing templates and choose the look that best matches your brand.
Added Suggested products quote print: Printed suggested products on sale orders now include a quantity for each item, so customers can see how many units are included. This makes the printed quote easier to understand and reduces follow-up questions about quantities.
Added Sales order line margin: Sales order lines now display the margin next to the unit price, giving users a quick view of the expected profit on each product. The field is available to users with access to sales order details and helps identify low-margin items before an order is confirmed.
Fixed Sale order report layout: Sales order reports and website quote documents now display product images, category headers, and page breaks in the correct columns. This keeps grouped order lines aligned and easier to read when printed or viewed online.
Fixed Suggested products in online quotes: Suggested products now always have a product selected, and they are added to an existing quote line only when the product, price, and discount match. This prevents incorrect line merging and keeps quote quantities and pricing accurate.
Fixed Sales report product images: Sales reports now handle missing product pictures gracefully, so reports generate correctly when a line item has no product or no image. Users can continue to include small, medium, or large product images on sales reports without interruptions.
Removed Debug messages: Leftover debug messages were removed from Zelo’s core data update process. Record updates now run more cleanly without unnecessary log clutter.
Fixed Translation records: Zelo no longer creates incorrect translation entries for English (U.S.). Translated labels and system messages now remain consistent for all supported languages.
Updated Multi-language record updates: Translated field updates are now processed with clearer language checks, helping records save consistently in multi-language environments
Added Live chat sessions: Agents can now reopen closed live chat conversations from the backend chat list, making it easier to resume a chat that was ended by mistake. Visitor names in the backend now also show the last three digits of the session ID, helping support teams identify the correct conversation.
Updated Delivery note numbering: Outgoing delivery operations now use the default DDT (delivery note) sequence automatically, helping ensure DDT numbers are assigned consistently without extra manual setup.
Improved Record saving: Zelo now provides a clearer message when a record cannot be saved due to a missing required value. This helps users identify the affected field and correct the entry instead of seeing a generic database error.
Added Performance profiling: A line-profiled server option is now available, letting administrators run Zelo with line-level profiling to pinpoint slow operations during performance diagnostics
Added Reserved quantities in moves: The product moves list now displays the reserved quantity and related transfer reference, making it easier to compare planned amounts with completed quantities.
Fixed Reserved stock cancellation: The error message now correctly shows the reserved product name when a stock cancellation is blocked. When a transfer or shipment order cannot be cancelled because stock is already reserved, the system displays the product name clearly instead of a malformed message, making it easier to identify the item that is preventing the cancellation.
Updated Italian translations: The Italian language text in Zelo has been refreshed across HR, purchasing, inventory, manufacturing, website, and related areas. Users working in Italian now see more consistent labels, statuses, and messages in their day-to-day screens.
Updated Italian translations: The Italian interface has been refreshed across many Zelo areas, including sales, purchases, inventory, HR, point of sale, accounting, and website features. Menus, buttons, messages, and reports now show clearer and more consistent wording for Italian-speaking users.
Added Supplier selection order: You can now choose whether Zelo picks the lowest-cost supplier first or follows your preferred vendor sequence when reordering products. This setting appears in the product’s purchase details and helps purchasing teams prioritize cost savings or established supplier rankings automatically.
Fixed Record search: Name searches now remove duplicate records from the results, so the same record no longer appears multiple times in search lists or dropdowns
Added Forum post view: The internal forum post form now displays the main post content, so administrators can review the exact message text directly from the backend.
Fixed Warehouse location search: Location searches now match the location’s own name and barcode instead of the full location path, making results more accurate when names are translated or changed.
Fixed Translation validation: Zelo now detects invalid field translations more accurately, including cases where an empty original value is translated into content, and the error message now reads correctly so you can resolve translation issues faster.
Updated Upgrade testing: Zelo upgrade validation now targets the latest supported release, helping ensure upgrades are checked more thoroughly before deployment
Fixed Database test setup: Automated checks for creating and configuring a test database now include the required system setup step first. This makes internal validation more reliable and helps ensure updates behave correctly.
Fixed Automated quality checks: A small configuration issue in the automated testing setup was corrected, helping Zelo’s quality checks run more consistently before updates are prepared.
Improved Database setup: Zelo now includes an automated check for creating a configured empty database, helping catch setup problems before they affect customers
Updated Enasarco accounting setup: Enasarco-related default account assignments are temporarily disabled during company configuration. This prevents unexpected Enasarco accounts from being applied automatically and gives finance teams clearer control over accounting mappings.
Fixed Italian withholding tax form: The withholding tax form now displays its fields in the correct layout, so tax details and audit information appear in the expected place and remain easier to read
Fixed Packing list sorting: Packing lines in inventory operations now display in a more logical default order, with the newest lines shown first within each package, making it easier to review and process packed items.
Fixed Withholding tax form: The Italian withholding tax form now opens with the expected layout, allowing users to view and edit tax details without a missing or blank form section
Fixed Price history upgrade: Upgrades now correctly clean up previous product and product template price history records, so price history tracking remains accurate after updating Zelo
Updated Italian localization: The Italian Enasarco contribution option is temporarily disabled in the standard Italian profile. This prevents it from being included automatically during setup while the rest of the Italian localization remains available; existing setups that already use it are not affected.
Fixed Italian inventory labels: The Italian interface now shows the correct stock route name for make-to-order operations. This keeps inventory terminology consistent for Italian users.
Fixed Italian localization checks: A small correction to the Italian localization test setup now helps validate Italy-specific accounting and tax workflows more reliably. This supports accurate fiscal documents and compliance-related features in Zelo.
Fixed System upgrade: Upgrades now complete more reliably by first refreshing the pricing history area before the full module update. This prevents update failures caused by removed fields, so your Zelo workspace moves to the new release with fewer interruptions.
Updated Italian stock descriptions: Italian users will now see the replenishment method described as “Just in Time” instead of “Make to Order” in stock planning screens. This keeps the Italian wording aligned with the latest Zelo terminology while preserving the same meaning and functionality.
Updated Italian inventory text: The Italian translation for stock order status help text now uses the clearer “Just in Time” term instead of “Make to Order” when explaining that a stock movement is waiting for another operation to complete. This makes inventory status messages easier to understand for Italian-speaking users.
Updated Italian sales order help text: The Italian interface now uses clearer just-in-time wording in the help text for special sales order line routes. This makes the available route options easier to understand for Italian users.
Updated Italian translation: The Italian label for special sales routes now reads Just in Time instead of Make To Order, making dropshipping and just-in-time options clearer in Zelo settings.
Updated Italian translations: The Italian interface now displays the Make-to-Order delivery route as “Just in Time,” making inventory and order workflow labels clearer and more consistent for Italian-speaking users.
Fixed Italian e-invoicing: Incoming Italian e-invoice imports now work reliably. The required supplier fax details are now available during import, preventing missing-information errors.
Fixed Online store pricing checks: Automated verification of website store pricelists now runs more reliably, helping ensure country-based pricing and available price lists behave correctly in the online store.
Fixed Auto-calculated fields: Zelo now refreshes and caches auto-calculated field values more reliably when they are recalculated from another process or form action. This keeps dependent totals, statuses, and related records consistent, so users see up-to-date values instead of stale results after changes are made elsewhere.
Updated Event registration date ranges: We refined how Zelo verifies event date labels in registration details. This helps ensure labels such as today, tomorrow, and next month remain consistent for upcoming events.
Fixed Calendar meeting times: Meeting start and end times now recalculate correctly when default working hours are applied. This keeps affected calendar events showing the intended 8:00 to 18:00 window instead of an incorrect or blank time.
Fixed Calendar activity scheduling: Linked calendar events now stay correctly synchronized with activity deadlines. When the date changes, the event moves to the new date while keeping its original time and duration.
Updated Italian RIBA payment terms: RIBA payment terms now use a clearer standard name in Italian localization, helping teams identify the 30/60/90 day bank debit terms more easily when configuring payments.
Fixed Italian localization sample data: The cash-advancement product examples now correctly model the 2% and 4% net-amount scenarios, with VAT applied in both cases and withholding tax applied only to the 4% case. This helps ensure Italian invoice and supplier calculations behave as expected.
Updated Italian localization testing: Zelo now includes an additional test scenario for a customer marked as public administration (PA). This helps confirm that Italian partner and invoice workflows handle public-sector customers correctly.
Improved Italian localization: Additional quality checks now cover multiple customer and supplier scenarios in Italian localization, helping ensure Italian-specific records and tax-related workflows continue to work reliably.
Updated Test suite organization: Automated checks for calculated fields and inverse field behavior were moved to a dedicated testing area. This keeps core translation checks simpler and helps Zelo stay reliable as field logic evolves.
Fixed Calculated field updates: Corrected an internal validation check for how calculated fields recalculate after a linked value is changed. This ensures dependent field updates are verified reliably and behave consistently in Zelo.
Fixed Calculated field updates: Zelo now correctly recalculates stored calculated fields when users edit them, ensuring records save with consistent values. This improves reliability for fields that are automatically derived from other data but can also be manually adjusted.
Fixed Calculated field updates: Directly setting a calculated field and using the standard update action now behave the same way, forcing the value to be recalculated instead of keeping an outdated cached result. This prevents unexpected saved values when records are edited.
Updated Calendar invitation emails: Calendar invitation notifications in Italian now display a properly translated Italian heading. Users who send or receive event invitations in Italian will see a clearer, localized message instead of an English phrase.
Updated Italian account invitations: Invitation emails now display the accept button in Italian, so users can understand how to complete their account setup without leaving the email
Fixed Italian project archiving message: The Italian confirmation text now accurately explains that archiving or restoring a project automatically archives or restores its related tasks and tickets. This helps users understand the impact before proceeding.
Fixed Product sale/cost ratio: The sale/cost ratio now updates reliably when related price values change, including the product price, extra price, list price, or the list price inherited from the product template
Fixed Product price history: Product price history now records changes reliably without creating duplicate or repeated entries during product and sale order updates. Zelo no longer tracks automatically calculated price fields, so history lists stay cleaner and more accurate.
Fixed Italian withholding tax upgrade: Older Zelo Italian installations can now be upgraded without losing the Enasarco withholding tax configuration. The system now correctly matches the receivable and payable accounts used for this tax in legacy chart-of-accounts setups.
Improved Translation editing: The original source text is now read-only to prevent accidental changes, and invalid translation errors now show a clearer comparison to help users fix issues faster
Updated Event registration: When prices are hidden on the website, event registration is now blocked so customers cannot register for events whose pricing is not visible
Fixed Event website pages: Event listing and event ticket pages now display with the correct layout, navigation, and event details. Visitors can browse events and access ticket purchase pages without missing or broken sections.
Fixed Event registration button: The Register Now button on public event pages now displays with a more balanced width. This makes the registration call-to-action easier to see and click on desktop and tablet screens.
Improved System processing limits: Zelo now allows longer processing windows for each request, raising the default CPU limit from 60 seconds to 3,600 seconds and the real-time limit from 120 seconds to 4,000 seconds. This reduces the chance that complex reports, large data imports, or scheduled jobs are stopped unexpectedly.
Improved Memory limits: Zelo now allows each processing request to use up to 3 GB of memory before it is safely refreshed and up to 4 GB before further allocation is stopped. This gives larger reports, complex calculations, and heavier ERP operations more headroom to complete successfully.
Updated Chatbot: The built-in assistant now appears as ZeloBot in chat messages, so users can recognize Zelo’s automated replies by name and avatar while continuing to use the chat as usual
Improved Record loading: Zelo now fetches records with a lighter-weight internal lookup, reducing unnecessary processing when opening forms, lists, and related data. This should make everyday navigation feel snappier, especially in larger datasets.
Improved Italian payment processing: Payment postings are now covered by stronger balance checks. This helps ensure bank and cash account balances stay accurate after payments are recorded.
Improved Italian localization: Zelo now verifies Italian accounting transfer scenarios more thoroughly, so bank-to-cash and cash-to-bank movements continue to post correctly and journal balances stay accurate
Fixed Check payment creation: Payments can now be created safely even when the payment method is not explicitly provided. This prevents unexpected errors when Zelo assigns automatic check numbers for check journals.
Fixed Task timesheet entries: Timesheet entries on project tasks now keep the date and time values in sync and display the full date and time in the task view, helping entries appear in the correct order and reducing date-only confusion.
Fixed Date and time field conversion: Date and time fields now safely convert values whether they are provided as text or as already-parsed date/time entries. This makes record saving and display more reliable across Zelo modules.
Fixed Italian e-invoice import: When importing an Italian e-invoice, Zelo now keeps existing supplier details if the invoice file does not include certain fields, so address, professional registration, and REA information are preserved unless the file explicitly provides updated values.
Fixed Task checklist translation: The Task Checklist Templates option now displays correctly in Italian instead of remaining in English, making the interface more consistent for Italian-speaking users
Fixed Task checklist permissions: Access rules for task checklist templates and their line items have been corrected. Standard users can now view checklist templates without being able to modify them, while managers retain the ability to edit and manage template lines, making checklist permissions behave consistently.
Improved Interface titles: Screen titles and headings now go through Zelo’s translation layer before display, so they respect the user’s language settings more consistently. This makes navigation, forms, and other screens feel more localized.
Fixed Reconciliation page title: The Journal Items to Reconcile page title now translates correctly and displays reliably in the navigation breadcrumb when opening manual reconciliation.
Fixed Bank receipt issuance: Grouped bank receipt (Ri.Ba.) creation now blocks negative amounts to prevent invalid receipt batches. If a credit note needs to be settled, create the appropriate invoice first and then issue the Ri.Ba. manually.
Fixed Bank receipt reconciliation: Unsolved bank receipt payments now reconcile against the correct accounting lines in the overdue effects account, helping ensure matching entries are found and cleared accurately.
Fixed Italian bank receipt reconciliation: When matching unmatched bank receipt entries, Zelo now uses the correct suspense account for overdue effects. This helps open bank receipt items reconcile properly and reduces unexpected unmatched entries.
Fixed Bank receipt reconciliation: Zelo now selects the correct ledger accounts when matching unresolved Italian bank receipt entries, so reconciliation is less likely to fail or post to the wrong account. This helps users clear bank receipt differences with greater confidence and keep bank statements aligned with accounting records.
Fixed Italian bank receipt reconciliation: Unresolved transfer entries are now matched using the correct overdue account instead of all debit entries. This helps RIBA settlements reconcile reliably and avoids incorrect entries being closed automatically.
Fixed Bank receipt clearing: Unsolved bank receipt entries now record debit and credit amounts with the correct sign, so posted balances match the expected receipt amounts.
Fixed Credit note bank reconciliation: Credit notes now generate the missing adjusting accounting entries during bank receipt reconciliation. This ensures unmatched amounts are posted to the correct accounts and partner balances remain accurate.
Fixed Italian withholding tax: Zelo no longer stops processing an invoice with a zero total when allocating withholding tax amounts to payment entries. The system now safely treats the allocation rate as zero, allowing zero-amount invoices to be handled without an error.
Updated Italian chart of accounts: Duplicate government clearing accounts were removed from the standard Italian template, so account lists and journal entry posting options are cleaner and less likely to create confusing duplicate choices.
Décembre 2020
Improved PDF report generation: Zelo now locates the required PDF conversion tools more reliably when generating reports. If a report fails, clearer error details are shown to help identify the issue faster.
Removed LaTeX report conversion: Zelo no longer includes the optional Pandoc-based LaTeX conversion path for reports. Reports can still be generated with Zelo’s standard LaTeX/PDF report workflow, so report templates should be reviewed to use the supported conversion method.
Improved Report generation: Company and customer details in generated documents are now consistently prepared for safe rendering. Special characters in names, addresses, VAT numbers, and contact information are less likely to cause layout or generation issues
Improved LaTeX report templates: HTML fields in report templates now convert to LaTeX more reliably, so rich text, links, and formatted content appear correctly in generated reports
Added PDF report templates: You can now include formatted email content in PDF reports generated from templates. Zelo extracts the readable text and protects special report symbols, so the final documents display cleanly instead of failing or showing garbled characters.
Added PDF report generation: Zelo can now convert HTML-based report templates into polished PDF documents using a Pandoc-to-LaTeX pipeline. The updated conversion dependencies and PDF tools help ensure reports generate consistently from the web interface.
Removed Italian chart of accounts: The separate loss carried forward account has been removed from the Italian accounting template. Companies now use a single current-year earnings account to record carried-forward profits and losses, simplifying period-end closing entries.
Added Italian chart of accounts: A missing account for credits toward controlled companies has been added to Zelo’s Italian accounting template. This ensures related receivable accounts are correctly grouped and available during company setup or chart-of-accounts updates.
Fixed RiBa collection account: The default collection bank account in the RiBa setup is now set correctly. RiBa collections will be recorded in the intended bank account without requiring manual reassignment.
Fixed Sales-to-manufacturing flow: The workflow that connects a sale order to a manufacturing order now runs more consistently when default accounting settings are present, reducing unexpected interruptions.
Fixed Login security tracking: Zelo now records the correct client IP address for failed logins, so brute-force protection can identify suspicious activity and block abusive attempts more reliably
Fixed Italian account groups: A corrected account group code now ensures the Italian chart of accounts uses the intended grouping for credits to controlled companies, helping financial reports group balances correctly without manual adjustment
Improved Login attempt tracking: Zelo now records a fuller picture of where a sign-in attempt came from, including proxy and forwarded network details, making brute-force protection more accurate
Fixed Italian account group code: The Italian localization now assigns the correct account group prefix for credits to controlled companies. This correction ensures the account group maps to the intended parent and keeps Italian account coding, journal entries, and financial reports consistent.
Updated Italian accounting template: The Italian chart of accounts template now includes additional account mappings for expenses, income, and stock valuation. This makes Italian localization setup more complete for companies that use inventory and standard Italian accounts.
Updated Italian accounting setup: Zelo now includes a refreshed Italian chart of accounts with new inventory valuation accounts and corrected account codes. This helps companies record incoming and outgoing inventory valuations and bank deposit entries consistently.
Fixed Bank account notes: A small setup correction ensures the note text is stored correctly for the bank account used for security deposits and related transactions. This helps keep account descriptions accurate in financial records.
Fixed Default chart of accounts: The initial accounting setup now applies the correct parent account, account group, and account description for standard bank and cash accounts. This ensures new Zelo databases start with consistent accounting defaults and fewer missing account links.
Fixed Bank and cash account setup: Default bank and cash accounts now initialize with the correct parent account, account group, name, and usage notes, so payment and cash records are ready to use in newly configured Zelo databases
Improved Database configuration tooling: Internal database setup utilities were reorganized to avoid unnecessary container image rebuilds during testing. This helps Zelo database configuration and update processes be prepared and verified more efficiently, without changing how customers manage their databases.
Updated Italian chart of accounts: Italian company setups in Zelo now use corrected and clearer account names, including bank charges and ordinary maintenance. This helps users categorize expenses more accurately when creating or updating Italian accounting templates.
Fixed Default product accounting accounts: Zelo’s built-in default products now point to the correct income and expense accounts in the Italian chart of accounts. This helps sales and purchase transactions post to the intended accounts without needing manual correction.
Fixed Italian chart of accounts: The temporary self-invoicing account is now placed in the correct current liabilities section of the Italian accounting template, so new Italian company setups receive the expected account grouping and reporting.
Improved Italian chart of accounts: The self-invoicing temporary account now appears in the correct position within the Italian liabilities section, making the account list easier to follow when setting up or reviewing Italian accounting
Updated Italian self-billing accounting setup: The default transitional account for self-billing is now placed in the liability section of the Italian chart of accounts, and the related bank journal now uses that account automatically for both debit and credit entries. This helps self-billing transactions post to the correct account with less manual setup.
Fixed Italian accounting setup: The standard Italian chart of accounts now installs correctly, ensuring parent account categories are recognized when configuring Italian companies.
Fixed Italian accounting template: The default Italian chart of accounts now loads with corrected account codes, names, and groupings, so Italian companies can set up and reconcile accounting records more reliably.
Fixed Payment terms: Corrected a validation reference for multi-day payment terms so due-date calculations are checked reliably. This helps ensure invoices and bills show accurate payment due dates when extended payment terms are used.
Fixed ENASARCO withholding tax setup: The Italian ENASARCO withholding tax setup now references the correct default accounts, helping ensure related payroll and expense entries are recorded reliably in your accounting books.
Fixed Italian chart of accounts: The default Italian account templates now load without duplicate account entries, and account notes are stored as one clean description. This makes Italian company setup and financial reporting more reliable in Zelo.
Fixed Installation setup: The initial database setup now applies the correct default account relationships for Italian localization, so bank and cash accounts are configured properly. This prevents incorrect parent account links from being created during installation.
Fixed Italian withholding tax accounts: Withholding tax settings now link to the correct receivable and payable ledger accounts, so Italian withholding tax entries are recorded consistently during setup
Updated Italian withholding tax accounts: The payable account used for Italian withholding tax entries has been updated to the correct general ledger account. This ensures withholding tax payments and related journal entries are recorded in the intended account without needing manual corrections.
Updated Italian withholding tax accounts: The receivable account used for Italian withholding tax and Enasarco entries has been updated to the current ledger account, so these tax postings now post to the intended customer receivable account
Fixed Italian chart of accounts: The Italian accounting setup now includes the missing account templates and points VAT taxes to the correct VAT reporting account. This helps Italian companies configure their chart of accounts and keep tax-related accounting data consistent.
Fixed Accounting setup: Zelo now links Italian VAT taxes and related accounting settings to the correct ledger accounts during database configuration. This helps prevent incorrect VAT statement accounts and bank/cash account assignments from being applied when a new Zelo workspace is set up.
Updated Initial accounting setup: New Zelo installations now apply updated default Italian chart-of-accounts settings for bank, cash, and VAT-related accounts. This helps ensure VAT entries and account balances are mapped to the correct default accounts after setup.
Updated Accounting defaults: The default supplier account is temporarily not applied during Zelo setup, giving finance teams more control over the correct accounting account before it is used automatically
Fixed Italian withholding tax setup: The Italian withholding tax definitions now load correctly after correcting a data issue that prevented the system from finding the right payable account. Withholding tax entries in Italy can now use the expected accounting account without setup errors.
Fixed Auto-created accounts: Zelo now correctly saves auto-created liquidity accounts when the account code includes periods, preventing duplicate or missing bank and cash accounts during company setup
Fixed Italian accounting setup: The built-in Italian chart of accounts now loads correctly, so companies using Italian accounting can set up bank reversal accounts without missing parent account relationships
Fixed Italian chart of accounts: The temporary account now has the correct parent account, so Italian accounting reports and account balances group and display properly. This helps maintain accurate financial statements for companies using the Italian localization.
Fixed Italian account chart: Parent account links in the Italian chart of accounts now resolve correctly, so the account hierarchy and related accounting reports display with the expected grouping and totals.
Fixed Italian chart of accounts: Account templates for assets and bank clearing now reference the correct Italian account groups. This helps ensure balance sheet and accounting reports show the expected account categories consistently.
Updated Italian accounting chart: Several Italian account templates now reference the correct parent account type, so balance sheet accounts are categorized correctly in financial reports
Updated Italian accounting setup: Zelo now initializes Italian company charts of accounts with a refreshed account structure and numbering format. Bank, cash, inventory, and withholding tax accounts are organized under clearer account groups, making Italian ledgers and tax entries easier to manage.
Updated Italian chart of accounts: The standard Italian account template has been reviewed and adjusted to clean up transitory account entries, giving new Italian companies a clearer receivable and period-closing account structure in Zelo
Fixed Italian localization setup: Italian accounting data now loads in the correct order during installation or updates. Account groups and the chart of accounts are now configured reliably for Italian companies.
Fixed Italian bank receipt processing: Default bank and accounting settings for RIBA now load with the correct journals and accounts, so Italian bank receipt workflows can be configured and used without missing defaults
Updated Italian VAT and bank payment setup: Default account mappings for reverse charge and RIBA documents now use the current chart-of-accounts codes, so related entries post to the intended accounts
Added Italian bank payment accounts: A new temporary account for bank payments pending final confirmation has been added to the Italian chart of accounts. You can now record provisional bank receipts in this account and clear them after the payment is fully confirmed, giving a clearer view of pending versus settled balances.
Fixed Italian chart of accounts: The Italian chart of accounts template now uses the correct account code format, so receivable, payable, expense, income, and currency exchange accounts are recognized and linked properly during company setup
Updated Italian tax templates: Zelo now includes refreshed Italian VAT tax definitions for sales and purchases, with updated account mappings and tax group settings. This helps new Italian company setups start with the correct default VAT rates, accounts, and tax behavior.
Updated Italian VAT accounts: The Italian chart of accounts now includes separate VAT accounts for extra-EU credits, extra-EU debits, and split payment, while general tax credits due after the next fiscal year are tracked in their own account for clearer Italian VAT reporting.
Updated Italian accounting defaults: Zelo now uses the updated Italian chart of accounts and VAT account assignments by default. New Italian company setups will map customer, supplier, income, expense, currency exchange, and VAT entries to the correct standard account codes.
Updated Italian accounting template: Zelo’s standard Italian chart of accounts has been refreshed with updated account categories and account types. This makes it easier to set up or align Italian accounting for companies that need a more complete and current accounting structure.
Added Italian account groups: The Italian localization now includes the standard account group hierarchy and official code prefixes, helping customers structure their chart of accounts in line with Italian accounting requirements
Updated Italian localization: Italian translations for the Enasarco accounting feature are now complete. Users can view related fields, settings, and generated accounting messages in Italian.
Updated Point of Sale offline storage: Point of Sale now saves its offline data using a Zelo-specific local storage label. This keeps POS terminal data more consistent and reduces the chance of conflicts with older stored data.
Fixed Record name search: Extended name searches now expand partial search terms correctly. Searches that include spaces or incomplete names return the expected records instead of missing matches.
Updated Italian translations: Italian labels and messages in core, hazard management, and non-conformity screens have been refreshed. Users now see clearer, consistent terms such as Mail, Stock, Origin, Severity, and Type when using Zelo in Italian.
Updated Italian language support: The Italian wording used in several Zelo areas, including accounting, purchasing, maintenance, and quality management, has been refreshed. Users working in Italian now see consistent and up-to-date labels, menu items, and messages across the system.
Improved Code translations: Zelo now matches translated code content more flexibly, so translated snippets remain available even if line breaks or minor formatting changes occur in the original. This helps keep custom code labels and messages readable in the selected language.
Updated Italian translations: Italian interface labels now display correctly, including the module export option and the Later note stage. This improves readability for Italian-speaking users.
Updated Italian translations: The Italian language pack in Zelo has been refreshed across accounting, sales, purchasing, stock, and maintenance areas. Users now see clearer wording for common screens, journal entries, invoices, and localized tax features, making the system easier to read and use in Italian.
Updated Unified internal notes: Sales and purchase line notes on transfer operations are now merged into one continuous note instead of separate lines, making the combined instruction clearer to read.
Updated Upgrade validation: The upgrade check now targets the latest supported Zelo release, helping confirm that version upgrades work as expected
Added Unified internal notes on stock transfers: Internal notes from purchase and sales order lines now appear consistently on the related transfer lines, giving warehouse and sales teams one clear place to review instructions without switching between documents. This makes it easier to spot important details before processing receipts or deliveries.
Added Internal line notes: You can now add internal notes to individual sale order lines. These notes appear in the sales order view and are carried to related warehouse operations, making order-specific instructions easier to track during fulfillment.
Added Purchase order line notes: You can now add internal notes to individual purchase order lines. These notes help your team record important details about a line item and are visible on the related stock moves, making it easier to keep context during receiving and fulfillment.
Improved Performance diagnostics: Zelo now supports more targeted performance testing, helping identify slow modules and bottlenecks more quickly. This makes it easier to maintain fast, reliable ERP operations.
Added Unified internal notes on stock transfers: Internal notes from purchase and sales order lines now appear consistently on the related transfer lines, giving warehouse and sales teams one clear place to review instructions without switching between documents. This makes it easier to spot important details before processing receipts or deliveries.
Added Sale order line notes: You can now add internal notes to individual sale order lines. The notes are automatically available on related inventory operations, helping warehouse and support teams see important context while preparing or processing an order.
Added Purchase order line notes: You can now add internal notes to individual purchase order lines. These notes help your team record important details about a line item and are visible on the related stock moves, making it easier to keep context during receiving and fulfillment.
Improved Online shop price visibility: When product prices are hidden from visitors, Zelo now also hides them in product comparisons and disables shopping-cart actions for those products. This helps you run a contact-for-price online shop without accidentally exposing pricing.
Updated Background cleanup: A small maintenance change was made to a helper that manages temporary data, keeping Zelo running smoothly without changing any user-facing behavior
Fixed Italian withholding taxes: Predefined withholding tax records now receive the correct payment reason defaults when the Italian payment-reason add-on is used, keeping tax setup consistent and avoiding missing configuration.
Fixed Italian withholding tax accounts: The receivable account linked to a 23% physical-person withholding tax has been corrected. This ensures withholding tax entries post to the intended receivable account in Italian accounting.
Fixed Italian withholding taxes: The default Italian withholding tax records now contain the correct payment-type and withholding-type values, so fiscal positions apply the intended withholding rules when invoices are processed
Updated Italian withholding tax data: Zelo now includes the missing Enasarco withholding tax for Italian sales. It also uses the correct receivable and payable accounts for Italian withholding tax records, so tax entries post to the right ledger accounts.
Improved Core record access: Empty record references are now created with a more efficient internal process. This small optimization helps common operations that access many modules feel a little more responsive.
Updated Italian withholding tax: Incoming invoice checks for withholding tax now use the correct accounts payable reference, helping Zelo validate tax entries consistently and reducing unexpected validation issues
Improved Record loading performance: Zelo now prepares available fields more efficiently when opening records, reducing repeated permission and recalculation checks. This can make lists and record views load a little faster, especially when many fields are involved.
Improved Italian Enasarco invoicing: Enasarco invoices now validate the required company settings and keep a separate payment record with the invoice, helping teams post social contribution invoices more accurately and reconcile them with less manual effort
Novembre 2020
Updated ENASARCO payment date: ENASARCO payment lines now use the invoice date when generated, so the contribution payment is recorded in line with the invoice period in Zelo’s Italian localization.
Fixed Payment amount defaults: When creating a payment for a single invoice that includes ENASARCO and withholding tax, Zelo now prefills the correct net payable amount. This ensures the payment amount matches the amount that should be settled for the invoice.
Fixed ENASARCO invoice reconciliation: ENASARCO payment entries now reconcile automatically with the correct invoice lines, keeping posted accounting records balanced without manual journal adjustments
Removed Enasarco invoice indicator: An unused Enasarco payment status indicator has been removed from Italian invoices, keeping invoice fields cleaner and reducing confusion
Updated Italian Enasarco invoicing: When an Italian invoice includes an Enasarco charge, Zelo now displays the payment status on the invoice and automatically creates the related payment journal entry in the Enasarco accounting journal. This gives finance teams a clearer audit trail and helps keep Enasarco amounts consistent with the invoice.
Fixed ENASARCO invoice accounting: Zelo now correctly uses the company’s ENASARCO agent account when reconciling invoice lines, helping ensure ENASARCO-related entries are recorded accurately
Fixed Enasarco settings: The Enasarco setup screen now displays the previously missing agent account field, letting you configure the correct accounting account for Enasarco agent entries in Zelo
Improved Italian Enasarco accounting: Zelo now keeps invoice residual balances and payment amounts aligned when Enasarco withholding is present, so customers can record and reconcile agent quota amounts more accurately.
Fixed Italian withholding tax calculations: Zelo now calculates the withholding tax amount, net-to-pay, and residual net-to-pay on Italian invoices consistently, ensuring payments and outstanding balances reflect the correct amount owed after withholding.
Improved Withholding tax invoice totals: Invoices that include Italian withholding tax now update their net payable and remaining payable amounts more consistently, so payments and tax deductions are reflected accurately in the invoice totals.
Fixed Cross-model record lookup: When an action explicitly targets a different record type, Zelo now ignores record IDs carried over from the current view, preventing unrelated records from being included in the result.
Updated Italian Enasarco accounting: Enasarco entries generated from invoices now use clearer agent and mandator quota labels and follow the company’s Enasarco account settings. This makes the resulting accounting records easier to review and aligns them with the configured Italian compliance accounts.
Updated Italian accounting setup: Zelo now includes the missing Italian Enasarco credit and debit accounts with clearer short-term labels, and new company setup automatically assigns a default account. This helps Italian companies track Enasarco balances correctly in the chart of accounts and reduces manual configuration during setup.
Improved Enasarco journal entries: The automatic Enasarco entries created from invoices now clearly label the agent quota and mandator quota amounts, making Italian contribution records easier to review and reconcile
Fixed Default company accounting setup: The initial database configuration now correctly assigns the default social security contribution accounts to the main company instead of an incorrect company reference, ensuring accounting defaults are set up properly during installation.
Updated Italian localization: We cleaned up how Italian accounting journals are configured in Zelo. This internal tidy-up does not change journal defaults, codes, or how customers record sales, purchases, VAT, or withholding tax entries.
Added Enasarco accounting setup: New Italian companies now receive default Enasarco contribution and expense accounts, so payroll-related entries can be recorded correctly without manually configuring chart-of-accounts mappings
Fixed ENASARCO default settings: The system now correctly assigns the default ENASARCO accounting journal to the main company. This helps Italian ENASARCO contribution entries use the intended journal without manual adjustment.
Fixed Italian ENASARCO defaults: The Italian ENASARCO accounting defaults now load correctly by removing empty placeholder account references that could cause setup or configuration issues
Fixed Enasarco accounting entries: Zelo now uses the correct check when deciding which accounting entries to create for Enasarco invoices, and it also sets up the Enasarco journal and default accounting records automatically. This makes Enasarco-related charges easier to post and reduces the need for manual configuration.
Fixed Enasarco invoice entries: Enasarco journal entries are now created only for supplier invoices that include an Enasarco amount, so other document types no longer generate unexpected entries. This keeps Italian Enasarco accounting records accurate and avoids incorrect postings in Zelo.
Updated ENASARCO accounting setup: The Italian ENASARCO feature now refers to the related account as an expense account, making the settings and invoice accounting entries clearer when processing ENASARCO contributions
Added Italian ENASARCO support: The base profile now includes the Italian ENASARCO localization, so Italian customers can configure ENASARCO-related accounting entries and contribution reporting directly in Zelo without installing an extra module.
Added Enasarco principal account: Invoices can now create a separate Enasarco accounting entry for the principal’s share, giving companies a clearer split between the agent and principal portions of Enasarco charges. The related journal items are generated automatically and can be reviewed directly from the invoice.
Added Italian Enasarco invoicing: Zelo now supports Enasarco calculations for Italian customers. You can configure the relevant accounting settings, apply Enasarco amounts to invoices, and review the related payment entries to keep invoicing and reconciliation accurate.
Fixed Italian withholding tax reconciliation: When invoices are matched to payments, Zelo can now honor the option to suppress automatic withholding tax entries. This prevents duplicate withholding tax entries from being created during reconciliations that should not trigger them.
Improved Withholding tax screens: The Italian withholding tax screens now use clearer type labels, showing Passive and Active instead of In and Out, and users can create or duplicate withholding tax records from the list or form while standard editing and deletion rules remain unchanged
Updated Italian e-invoice export: Automated checks for unsupported electronic invoice export scenarios were temporarily disabled so supported invoice exports remain stable while the feature is reviewed
Updated Sales warnings: Zelo no longer emits an extra development message while checking a customer’s overdue amount against the sales blocking debt threshold, keeping the sales warning process clean
Fixed Withholding tax payment entries: Zelo now posts Italian withholding tax payments to the correct payable or receivable account. This keeps incoming and outgoing tax amounts accurate in your accounting entries
Fixed Italian withholding tax payments: Outgoing withholding tax entries now use the correct debit amount, so payment totals and related Italian tax balances are calculated consistently.
Fixed Italian withholding tax payments: Withholding tax payment entries now process correctly, so Italian tax payments are calculated and posted reliably in Zelo.
Fixed Italian withholding tax payments: Withholding tax payment entries now correctly identify incoming and outgoing tax amounts, so debits and credits are calculated accurately and the generated payment balance is reliable.
Fixed Italian e-invoice payments: Corrected a sample payment amount in outgoing Italian e-invoice validation. This helps Zelo verify payment schedules against the right invoice totals.
Fixed Italian withholding tax calculations: Withholding tax amounts are now rounded correctly during payment reconciliation. This helps Italian tax statements and account entries match the expected values.
Fixed Italian withholding tax calculations: Withholding tax amounts are now calculated using the configured decimal precision instead of applying an extra early rounding. This keeps Italian tax statements, invoice entries, and payment reconciliations consistent with expected totals.
Improved Italian withholding tax: Zelo now applies additional safeguards when processing Italian withholding tax invoices. Payments for incoming and outgoing withholding tax documents now leave invoice balances and remaining payment amounts fully settled, reducing the chance of unexpected residual values.
Improved Italian withholding tax: Withholding tax handling on vendor invoices is now more reliable, including edge cases such as overpayments and reused credit payments. This helps ensure the generated withholding tax entries, payment records, and tax statements remain accurate in Zelo.
Fixed Italian withholding tax reconciliation: Payment reconciliations now calculate withholding tax amounts with the correct sign, so partial payments and invoice settlements no longer produce incorrect tax amounts or residual balances
Fixed Withholding tax payment reversal: Reversing a payment now correctly handles the withholding tax entries tied to that invoice. Zelo only removes the related tax records for the selected invoice, preventing unrelated documents from being affected and keeping tax amounts accurate.
Fixed Italian withholding tax payments: Payments on invoices subject to Italian withholding tax now reconcile correctly. Zelo recalculates the remaining net payable amount from actual payment entries and creates the correct withholding tax entries, reducing the risk of mismatches between invoices, payments, and tax amounts.
Improved Automatic reconciliation: Zelo now completes automatic matching of debit and credit account lines without writing temporary debug messages, making the reconciliation process run more cleanly
Updated Italian community forum wording: Italian interface labels in Zelo’s community forum now consistently use “question” and “post” instead of “message.” This makes asking questions, viewing posts, and entering a question title clearer for Italian users. The change updates displayed text only and does not affect how the forum works.
Fixed Automatic reconciliation: Zelo now limits repeated matching of debit and credit entries when the reconciled amount changes. This prevents journal entries from getting stuck in endless processing and helps reconciliation complete more reliably
Fixed Withholding tax payment matching: Partial payments against Italian withholding-tax invoices now calculate the remaining payable amount and tax portion correctly, then round the matched amount to the invoice currency’s precision so reconciliations and generated tax entries stay accurate.
Updated Accounting forms: Invoice, payment, and journal entry screens now display previously missing fields, including payment type and related payment line items. This gives accounting users clearer visibility into invoice journal items, payments, and entry details directly from the record.
Fixed Automatic reconciliation: Zelo now checks the actual amount matched when invoices and payments are reconciled automatically, and if a match is only partial it retries the remaining lines so balances clear correctly instead of stopping early. This makes automatic matching of customer payments, supplier payments, and invoice lines more reliable.
Added Attendance list editing: You can now edit attendance check-in and check-out details directly from the employee attendance list. This makes it faster to correct or complete attendance entries without opening each record.
Fixed Payment form defaults: Opening a new payment no longer fails when Zelo tries to load default values for a payment that doesn’t exist yet. Users can now create payments reliably, including cases where the payment form is opened without an existing payment record.
Fixed Italian bank statement labels: Opening and closing balance labels in Italian now read Saldo di apertura and Saldo finale. This makes Italian bank statements clearer and more consistent with common accounting wording.
Fixed Sales order warning messages: Customer warning messages now appear correctly when a sales order is confirmed, even if the extra unpaid-bills warning is empty. This prevents an unexpected error during the confirmation step.
Added Invoice payment visibility: The Journal Items tab on invoices now includes a dedicated Payments section. This makes it easier to review linked payment entries alongside standard journal items without opening separate records.
Fixed Italian withholding tax reconciliation: When partially matching payments to Italian invoices with withholding tax, Zelo now calculates the reconciled amount before creating the tax entries. This keeps withholding tax journal entries aligned with the actual reconciled amount and prevents missing or duplicated tax records.
Fixed Italian withholding tax reconciliation: Zelo now limits reconciliation amounts to the invoice net payable and related withholding tax line amounts when processing payments. This helps prevent over-reconciled invoices and incorrect withholding tax entries for Italian localization.
Fixed Italian withholding tax reconciliation: Payments reconciled against invoices with Italian withholding tax now use the correct net payable amount, reducing the risk of over-reconciliation. This helps finance teams settle supplier and customer invoices accurately, including foreign-currency payments.
Updated Italian invoice withholding tax: The withholding tax handling on Italian invoices was refined to keep tax lines, totals, and payment entries consistent. This is a maintenance improvement, so existing invoices and withholding tax statements continue to work as before.
Fixed Italian withholding tax totals: Zelo now calculates the compensation for Italian withholding tax using the correct difference between the invoice total and the sum of its line items. This helps ensure the final withholding tax amount on the invoice is accurate and consistent.
Fixed Withholding tax rounding: Withholding tax amounts on Italian invoices are now rounded with the configured decimal precision, so tax amounts and invoice totals remain accurate.
Fixed Italian withholding tax: Withholding tax amounts are now written correctly to invoice lines, so Italian withholding tax invoices process reliably and the total tax is distributed accurately.
Fixed Italian withholding tax payments: When an invoice with withholding tax is settled through multiple payment lines, Zelo now distributes the tax amount proportionally to each payment based on its value. This keeps the withholding statement and individual payments balanced, preventing uneven or incorrect tax splits.
Fixed Italian chart of accounts: Customer advance payments within the fiscal year are now assigned to the current liabilities account type instead of payables. This ensures Italian balance sheets and financial reports classify the account correctly.
Fixed Withholding tax invoice payments: Zelo now keeps the remaining payable amount accurate for Italian invoices that include withholding tax lines. Payment statuses and outstanding amounts are calculated from the correct net payable value, reducing mismatches during payment processing.
Fixed Invoice residual amount: Invoices with Italian withholding tax now calculate the outstanding balance from the net payable amount, so payment status and remaining to pay show the correct amount to settle
Fixed Italian e-invoice export: Tax mapping for excluded VAT cases is now corrected when generating outgoing e-invoices. The export now uses the proper tax code and legal reference, helping invoices pass validation more reliably.
Fixed Italian accounting translations: Italian labels for manual income and manual payment now show the correct terms in accounting payment methods. This makes Italian users see accurate payment method names when managing bank and cash operations.
Fixed Italian e-invoice export: The VAT breakdown in exported Italian e-invoices is now calculated from the proper tax configuration. This ensures tax lines are included correctly and amounts are reported accurately.
Fixed Italian e-invoice tax summary: The export now includes only VAT-related tax lines in the tax summary section. This prevents non-VAT tax amounts from appearing in the generated Italian electronic invoice.
Added Multiple invoice taxes: Zelo now supports multiple taxes on an invoice line for Italian e-invoice exports. You can combine several tax rates on the same line, and the exported invoice includes the correct VAT amount and tax breakdown.
Fixed Italian e-invoice export: Italian e-invoice exports now process withholding tax and social security contribution details more reliably. The export no longer fails when an optional tax classification code is missing, so invoices with these tax details can be generated and sent as expected.
Fixed Italian e-invoicing layout: The standard ordinary invoice template is now maintained more cleanly, so users can access the expected column layout without extra temporary files interfering. The template package for Italian e-invoicing has been tidied to reduce clutter in the document area. Users can continue to view the standard ordinary invoice layout for reference while preparing electronic invoices in Zelo.
Updated Italian withholding tax: The tax selection on Italian withholding tax records is no longer limited to zero-rate taxes. You can now choose any applicable tax when the related tax option is enabled, making withholding tax setup more flexible.
Updated Italian e-invoice export: Tax nature is now optional in the invoice summary, allowing electronic invoice exports to complete successfully even when a tax does not have a nature value assigned
Added Italian e-invoice withholding: Zelo now includes withholding tax amounts in the Italian e-invoice summary. Customers can export invoices with 0% withholding tax lines that show the correct taxable amount, required tax classification, and legal reference.
Fixed Withholding tax setup: New withholding tax records now start with the correct default tax category, preventing an unexpected or invalid type from being preselected. This helps Italian withholding tax configurations be created and saved more reliably.
Updated Inventory defaults: New Zelo workspaces now start with owner-based stock tracking turned off by default, keeping standard inventory flows simpler; you can still enable it when you need to track stock quantities by owner.
Updated Withholding tax labels: Withholding tax types and pension fund options in the Italian localization now display their official reference codes next to the Italian descriptions, making it easier to verify the correct tax or fund when preparing invoices and e-invoice data.
Fixed Withholding tax form: The cash type field on Italian withholding tax records now appears correctly when cash details are enabled. Users can now view and manage withholding tax cash information without a missing or misconfigured field.
Improved Italian withholding tax: We removed an obsolete upgrade helper from the withholding tax setup. This does not affect how withholding tax records or Italian tax codes are used; it simply makes future updates cleaner and easier to apply.
Updated Italian withholding tax update: The automatic update that adjusts withholding tax categories has been temporarily paused so existing settings are not changed unexpectedly during an upgrade. Customers can continue using withholding tax records as usual, and the adjustment will be re-enabled after further testing.
Updated Italian withholding tax: The update process for Italian withholding tax records has been temporarily adjusted so existing tax type entries are not automatically changed during updates. This helps keep withholding tax settings stable while the related upgrade is being reviewed.
Fixed Italian e-invoice withholding tax: E-invoice exports now apply the correct withholding tax type and include required pension fund details when applicable, making withholding tax invoices more reliable and compliant
Added PagoPA support: Zelo now includes PagoPA as a payment method for Italian fiscal payment terms. You can select it on invoices and e-invoices, so public-sector customers can pay through PagoPA and the correct payment information is included in FatturaPA data.
Added PagoPA payment support: Zelo’s Italian e-invoice format now includes PagoPA as a payment method, so customers can select it when preparing FatturaPA invoices for PagoPA settlements
Updated Italian e-invoice schema: Zelo now applies the refreshed electronic invoicing schema when validating and generating Italian e-invoices. This keeps invoice structure, transmission data, and payment details aligned with the current format, helping avoid validation errors or rejected submissions.
Added Italian payment reasons: Zelo now includes previously missing Italian payment reason entries, giving users a more complete and accurate list when recording payments or preparing Italian invoices and accounting documents
Removed Internal cleanup: A mistakenly committed empty migration file was removed from the Italian e-invoice module. This housekeeping change does not affect e-invoice creation, validation, or upgrade behavior.
Added Upgrade tooling: Zelo now includes preliminary upgrade helpers that support administrators when moving between versions, with safer processes for migrating records, reconciling duplicate data, and preparing the system for a new release
Fixed Module upgrades: Zelo now stops an upgrade when a migration script is missing required steps, so administrators see the issue immediately instead of the process continuing silently
Fixed Italian withholding tax totals: The withholding tax amount on invoices now recalculates correctly when related tax lines or payment entries change, keeping invoice totals accurate after edits or payments
Updated Italian withholding tax: Payment calculations for invoices with withholding tax have been streamlined, making the payable amount and related tax entries behave more consistently when you register payments
Updated Withholding tax processing: Zelo’s Italian withholding tax handling was streamlined so tax journal entries, partner reconciliation, and related statements remain consistent
Improved Italian withholding tax: Withholding tax amounts are now calculated more consistently across invoices, payments, and accounting entries, helping ensure that tax statements and journal records stay accurate.
Fixed Italian withholding tax payments: Withholding tax payments now use the proper payment record type, so payments are created, posted, and reconciled correctly for Italian tax compliance.
Updated Italian withholding tax: Zelo now keeps withholding-tax payments and reconciliations aligned with invoice amounts, so payment amounts are calculated after withholding tax and related withholding-tax entries are marked paid or reset automatically when the reconciliation is created or reversed.
Fixed Italian VAT statement wording: The Italian label for the total on the VAT period-end statement report has been corrected. Users working in Italian will now see the proper wording on the statement document, making reports clearer and more professional.
Removed Italian reverse charge invoice report: The deprecated custom invoice layout for Italian reverse charge transactions has been removed. Invoices now use the standard Zelo invoice report, and the extra supplier address block and self-invoice label are no longer printed on these documents.
Updated Management system actions: Unnecessary debug messages were removed from action creation checks, so action workflows run without stray log noise and behave the same as before
Updated Italian reverse charge: The reverse charge invoice forms now present only the key linked documents, reducing clutter for Italian suppliers and customers. Invoice reports also no longer show an extra self-invoice label on supplier invoices, making printed documents cleaner and easier to understand.
Improved Italian reverse charge invoices: Reverse charge settings now update reliably from the selected fiscal position, even when invoices are created from purchase orders, and generated self-invoices include clearer supplier, reference, date, and internal reference details
Fixed Reverse charge self-invoice discounts: Discounts are now correctly carried over to Italian reverse charge self-invoices, so the amounts shown match the original invoice lines.
Fixed Welfare fund tax import: When importing Italian e-invoices, Zelo now links welfare fund lines with a retention amount to the correct withholding tax. This prevents import failures or incorrect tax references for welfare fund entries.
Fixed Italian e-invoice import: Incoming Italian electronic invoices now refresh partner-based defaults after creation, ensuring the correct taxes, payment terms, and accounting mappings are applied
Fixed Italian e-invoice import: Reverse-charge e-invoices now pass the total validation check, so imports no longer fail when the invoice total differs from the e-invoice total due to reverse-charge tax handling
Fixed Withholding tax status: The withholding tax indicator on Italian invoices now ignores clearing lines, so the flag is set only when real withholding tax lines are present. This prevents invoices from being incorrectly marked as withholding-tax invoices when only offsetting entries exist.
Updated Italian translations: Italian interface text has been refreshed across shipping, documents, HR contracts, messaging, and related workflows. Labels now read more consistently and outdated wording is removed.
Updated Italian translations: Italian interface text has been refreshed across accounting reports, inventory, messaging, HR, and related modules, so users see clearer and more consistent translations in menus, messages, reports, and forms
Added Batch transfer report: You can now generate a summarized report for a batch of warehouse transfers. It groups all operations across the related transfers and shows total quantities by product, helping teams review and execute batched work more efficiently.
Added Delivery note number editing: The delivery note number can now be edited on validated incoming and internal transfers before they are completed or canceled, helping correct numbering mistakes while outgoing transfers remain locked for consistency
Added Document page navigation: Document categories now show a Documents tab with their contained pages, so you can open pages directly from a category. This makes browsing structured documentation easier and keeps category records focused on organizing content rather than holding page text.
Fixed Document menu creation: The menu wizard now correctly moves any existing submenus to the newly selected parent menu, so your page hierarchy stays organized when you change where a document menu appears
Fixed Document page menu: A duplicate Create Menu action was removed from document pages, so the Create Menu option now appears only once. This makes menu creation clearer and reduces confusion for users working with document pages.
Fixed Text translation: Translating HTML fields now handles empty or missing values gracefully, preventing unnecessary errors. Completed translations are also correctly marked as translated in Zelo.
Fixed Multilingual rich-text fields: Translated rich-text content is now preserved correctly when switching languages, so users see the intended translation instead of missing or default text. This makes localized content more reliable across Zelo.
Updated Translation quality checks: The behind-the-scenes checks that verify translated record names were refined, helping ensure customer categories and similar records keep the correct language-specific names when duplicated or sorted.
Fixed Translation updates: Zelo now correctly recognizes when a multilingual text field is being updated as a translation rather than as a normal value change. This helps prevent localized content from being overwritten or saved incorrectly when editing records in different languages.
Improved Translation updates: Zelo now handles changes to translatable fields more consistently, keeping the original value and its language-specific versions aligned when records are edited. This makes translations less likely to become out of sync after saving data.
Improved Multilingual rich text: Localized rich-text fields now accept edits to translated content directly. Zelo saves those changes as the correct language version and keeps the original source text and formatting intact, so translations stay reliable.
Fixed Translation updates: Zelo now preserves existing translations more reliably when source text changes, matching changes by language so valid translations are kept. This prevents multi-language translations from being mistakenly removed or marked outdated during a translation refresh.
Updated Profile setup: The base profile no longer requires the view caching add-on by default. Administrators can enable it separately when they want faster loading of saved views.
Added E-commerce product description: A dedicated Website description tab is now available on the product form. You can easily maintain the exact product description shown in your online store without leaving product editing.
Fixed Calendar invitations: Event invitation emails now render in each attendee’s preferred language, so recipients receive correctly localized invitation text and calendar links.
Added Partner internal reference: A new internal reference field is now available on partner and contact records. You can assign your own unique code to each partner to make tracking and identifying business partners easier.
Updated Italian translation: Work instructions now display the correct Italian label in document pages, so Italian users see “Istruzioni di Lavoro” instead of the English text. This makes the work instruction area easier to read and more consistent with the rest of the Italian interface.
Improved Calendar reminders: Event reminders are now checked every 5 minutes instead of every 30, so notifications are sent closer to their scheduled time
Improved Product barcode generation: Automatically generated default barcodes now use a dedicated sequential numbering system instead of random values, so newly created products receive consistent, EAN-format codes that are easier to trace and less likely to collide.
Fixed Product duplication: Duplicating a product no longer copies its internal reference, because reference codes must remain unique. This prevents duplicate-code conflicts and lets users assign a new reference to the copied product safely.
Updated Italian translation: The date label in management system review reports now displays in Italian instead of English, making the report easier to read for Italian-speaking users
Fixed Italian translation: The Management System manual section now displays the “Manuals” label in Italian as “Manuali,” so Italian users see consistent translated text.
Updated Italian language support: The Italian localization for the hazard management area now displays key labels in Italian, so users can see fields such as hazard, origin, probability, severity, and hazard type in their preferred language
Updated Italian localization: The quality manual template now displays its headings and section text in Italian, so users can review and use the document in the correct language.
Updated Italian translations: Procedure document labels now display properly in Italian. Users of the Italian interface will see standard procedure sections such as objective, process, responsibilities, and terms and definitions translated, making procedure documents clearer and more consistent.
Updated Italian translations: Module names and descriptions now appear in Italian for quality, document, and maintenance-related features, making Zelo clearer and easier to navigate for Italian users.
Updated Document translations: More document page fields can now be translated, and Italian translations across many modules were refreshed. This helps users see clearer Italian labels in document pages, reports, and common areas such as accounting, HR, inventory, and quality management.
Added Quality management translations: Italian-speaking users can now use quality management features in their own language, including procedures, work instructions, audits, hazards, nonconformities, and reviews. This makes menus, forms, and reports easier to read without switching languages.
Added Integration sample: A ready-to-use example now shows how external tools can connect to Zelo, authenticate, and call standard data operations remotely, helping teams build custom automations faster
Updated Dashboard icon: The dashboard module icon has been refreshed to make it easier to recognize and to keep the Zelo app list visually consistent.
Updated Global search icon: The Global search module now displays a refreshed icon in the app list. This small visual update makes it easier to recognize the search entry point without changing how search works.
Updated Management system icon: The icon shown for the management system module has been refreshed, giving the app a cleaner and more recognizable appearance in Zelo
Updated Knowledge module icon: The Knowledge module now uses a refreshed icon in the app list and documentation, making it easier to recognize and keeping the Zelo interface consistent.
Updated Notes icon: The Notes module now displays a refreshed app icon, making the module easier to identify in the Zelo app menu. This visual update helps users find the Notes functionality more quickly.
Updated Activities visuals: The Activities module now uses a refreshed preview image, making it easier to recognize in the app list and module views
Updated Messaging icon: The visual icon used for messaging in Zelo has been refreshed. This makes the messaging area easier to recognize in the interface.
Updated Contacts app icon: The Contacts app icon has been refreshed. This makes the module easier to recognize in the app menu and keeps the interface consistent.
Updated Calendar icon: The Calendar app icon has been refreshed so it displays consistently across the Zelo interface. This visual update makes it easier to recognize the module in app lists without changing any scheduling features.
Octobre 2020
Updated Italian e-invoicing: Invoices can now be validated programmatically without a payment term, so automated workflows are less likely to fail. This makes it easier to confirm outgoing Italian e-invoices in batch or from integrations.
Fixed Italian e-invoice export: Zelo now requires a payment term when confirming outgoing Italian electronic invoices, and it handles company telephone numbers and missing bank names more reliably during export. This prevents failed generation and helps ensure the e-invoice contains complete, correctly formatted details.
Updated Italian e-invoice tax kinds: The displayed descriptions for retired Italian tax category codes now clearly state that they have not been valid since October 1, 2020, helping users avoid outdated options when preparing electronic invoices.
Updated Italian e-invoicing: Zelo now re-enables validation for the latest Italian electronic invoice format, so outgoing e-invoices are checked against current tax classification rules before submission. This helps prevent rejected invoices caused by outdated or invalid tax nature codes.
Fixed Unsolved RIBA lines: Unsolved RIBA lines now include the related partner on the effects entry, so bank receipt follow-up records show the correct counterparty for accounting and reporting.
Fixed Nonconformity project actions: Project-related quality actions now reference the correct project name, making nonconformity records and corrective actions easier to review when they are linked to a Zelo project.
Fixed Management system action dates: Date-time values on management system actions are now interpreted consistently, which helps prevent small date mismatches when creating or reviewing actions. This makes action tracking more reliable for compliance and follow-up workflows.
Removed Management System settings: The Management System settings page no longer displays configuration toggles for unsupported options. The available capabilities are now enabled by default, making setup simpler and reducing confusing choices.
Fixed Product nonconformity integration: The product-related nonconformity integration now works as intended. Users can create and track product quality issues without missing related functionality.
Added Management system tools: Zelo now includes dedicated tools for maintaining management and quality documentation. Teams can create procedures, work instructions, and quality manuals, then track corrective actions and audits with stages, reminders, and reports.
Deprecated Scheduled upgrades menu: The legacy scheduled upgrades menu is no longer shown in Zelo. This hides a deprecated entry from the management area, helping keep module upgrade options clear and current.
Improved Barcode generation: Error messages now include the value and barcode type when a report cannot convert data into a barcode, helping users quickly identify and fix the problematic entry
Updated LaTeX report generation: Report processing now runs without an unnecessary debug message, keeping report generation cleaner and more consistent
Compatibility Barcode generation: Zelo now uses a compatible version of the image processing library used for barcodes. This helps ensure EAN and QR barcodes continue to generate reliably in reports.
Improved Report PDF generation: PDF reports now use a safer temporary workspace and clearer error messages when the PDF converter fails. This makes document exports such as invoices and quotes more reliable and easier to troubleshoot.
Updated Contract template: The default contract generated in Zelo is now more concise, giving you a cleaner starting point to customize project requirements, service details, and privacy clauses before sharing it with customers
Fixed Contract report layout: Product and description columns in the contract report generated from a sales order now balance better, keeping long product names readable.
Fixed Translation templates: Templates containing line breaks or special backslash characters now process correctly during translation, so Zelo no longer stops unexpectedly when generating translated text or document content
Fixed Contract report payment terms: The payment terms section in generated contract reports now displays correctly, fixing a template issue that could cause the selected payment term to appear incorrectly in the PDF document
Fixed Sample report template: The example template for generated document reports has been corrected, so sample reports render more reliably and provide a cleaner starting point for custom report layouts
Fixed Translation templates: Translation templates now allow line break markers in message text, so multi-line translations can be defined without being rejected by the system
Updated Italian translations: Italian text has been refreshed across many Zelo modules, including sales, purchasing, projects, inventory, payments, and website features, so menus, labels, reports, and notifications now display more consistently in Italian.
Added Service contract reports: Sale orders now include a dedicated Service Contract report that can be generated and printed directly from the order. The report presents the key contract and order information in a customer-ready document, making it easier to share service agreements before or after sale.
Fixed Report templates: The default report template now includes proper support for long tables, so generated documents render more reliably and large tables can flow across page breaks
Improved LaTeX report headers: Zelo’s LaTeX report headers have been cleaned up for clearer, more consistent page layouts. Company details and logos now display in a tidied header area, and outdated sample content has been removed.
Updated Contract report: The economic valuation section now references the related quotation and displays the net total with the contract currency, making the financial details easier to verify in the generated report.
Added Service Contract report: You can now generate a formatted service contract report from a sales order. The report presents company details, order information, and contract terms in a ready-to-share document for customers.
Added LaTeX report support: Zelo now includes support for LaTeX-based report generation, allowing you to create more precisely formatted documents for complex business reports. This adds a new reporting option alongside existing report formats.
Fixed PDF report generation: Report data is now consistently passed when generating PDFs, so documents display the expected values instead of missing or incorrect information.
Added LaTeX report generation: Zelo can now generate reports using a LaTeX report engine, which processes LaTeX-based templates into polished printable documents. This gives users a new option for creating detailed reports with professional layout and formatting.
Fixed Italian VAT registry report: VAT registry reports now handle the end of the date range more consistently. This helps prevent occasional missing entries when reports are generated near midnight or across date boundaries.
Updated Customer credit warnings: Zelo now checks a customer’s total credit exposure, not only outstanding amounts, when deciding whether to show a warning or block a new sales order. This helps finance teams see the full credit picture before approving sales.
Fixed Overdue report: The overdue report now consistently displays account activity in chronological order by date. This makes it easier to review outstanding receivables and payables from the oldest items to the newest.
Fixed Italian bank receipts: The Italian bank receipts feature now loads with its required accounting dependency, preventing missing menu or configuration issues during installation. This ensures bank receipt records connect properly to Zelo’s accounting data.
Improved Customer debt checks: Zelo now calculates customer overdue debt from the overdue payments report when applying warning and blocking thresholds, so sales users receive more accurate alerts for expired unpaid amounts. Customers can now be blocked or flagged based on the true outstanding overdue balance, including multi-currency totals, rather than a less precise open-invoice calculation.
Updated Italian bank receipt entries: Approval and settlement entries created from Ri.Ba. lines now include the related partner, so you can trace amounts by customer or supplier in accounting reports.
Fixed Purchase order line updates: Automated purchase order line updates from reorder rules now work reliably even when no reorder point is linked. This also makes the notification on manually created lines show the correct rule name, so quantity changes are easier to understand.
Updated Internal cleanup: Leftover diagnostic messages have been removed from accounting reports, warranty activation, project creation, and online quote processing. This keeps background operations cleaner without changing how these features work.
Fixed Purchase order line updates: Manually added purchase order lines now keep the correct reorder rule connection when quantities are increased, helping Zelo avoid ordering more stock than needed and adding a clear note when a rule updates an existing line.
Fixed Purchase price history: Last purchase price fields now save correctly on purchase order lines, so recent supplier prices appear reliably in the price history
Added Location data import: Zelo now includes a compact reference location archive used to verify location import behavior without relying on an external data source
Fixed Last purchase price: Zelo now recalculates the last and former purchase prices for products and suppliers using confirmed or completed purchase orders. Existing records are updated automatically, so purchase history shows the correct recent prices instead of stale values.
Fixed Location data import: Import checks for cities and postal codes now handle unavailable location data files more consistently, reducing false failures and making location imports more reliable.
Fixed Location import reliability: Automated checks for importing location records now correctly detect temporary errors from the geographic data service, reducing false failures during import validation
Fixed Location data import checks: Automated checks for importing countries, cities, and postal codes now skip gracefully when the external location service is temporarily unavailable. This prevents unnecessary failures and keeps validation focused on Zelo’s own import behavior.
Improved Project template sales orders: Confirming a sales order that includes a service product based on a project template now creates a new project from that template, copies its default tasks, and links the task to the matching sale line. This helps sales and project teams track project work created from customer orders without manually rebuilding the project.
Improved Missing record errors: Zelo now includes the record type and ID in error messages when a record cannot be found. This makes it easier to identify missing or deleted records while working.
Added Project templates for sales: You can now assign a project template to a service product. When a sale order is confirmed, Zelo can create a new project from that template automatically.
Added Attendance calendar view: You can now open attendance records in a weekly calendar that plots each employee’s check-in and check-out times. This makes it easier to spot shifts, gaps, and overlapping attendance at a glance.
Updated Italian translations: Italian labels and help text in standard accounting reports and online store cart accessory suggestions now show corrected wording, improving clarity for Italian-speaking users
Updated Upgrade checks: Zelo upgrade checks now target the latest release, giving more confidence that your data and settings move correctly when upgrading
Updated Version display: Release version numbers now use consistent three-digit padding for their major, minor, and patch components. This makes version labels easier to compare and identify across Zelo releases.
Added Performance profiling option: The internal diagnostic shell now includes an optional profiling mode. It can capture detailed execution timing information to help technical teams identify slow operations and improve Zelo performance.
Improved Form action buttons: Save and Cancel now use distinct colors, with Save in green and Cancel in a neutral shade, making it easier to tell the primary action from the discard option while editing records
Fixed Project task columns: When creating a project, Zelo now adds a default “New” column only if no task columns are already assigned. If you choose existing columns or keep the ones from a template, Zelo preserves them, preventing an unexpected extra column from appearing.
Added Duplicate purchase warning: When adding a product to a purchase order, Zelo now checks whether the same product is already included in other draft purchase orders. If it finds a match, it shows a warning with the related draft order names, helping prevent accidental double purchases.
Fixed Online quote template: The product table on web-based quotes no longer repeats the product name in both the Product and Description columns. Quote line items now show a single, cleaner description, making customer-facing quotes easier to read.
Improved Website quote editing: Adding an order line to a quote now updates the screen immediately instead of reloading the page. The added line is shown in the quote view, so users can keep editing without losing their place.
Fixed Website quote pricing: Website quotes now calculate prices correctly using the active pricelist and discount settings. Customers see accurate line and total amounts, including cases where discounts are included in or excluded from the displayed price.
Septembre 2020
Added Suggested product images: Website quote suggested products now display their product images, with optional sequence numbers, so customers can recognize recommended items at a glance. This makes on-screen quotes clearer and consistent with the product image options available in Zelo reports.
Improved Email notifications: During automated testing, Zelo now sends notifications immediately instead of deferring them, helping test runs verify notification delivery more reliably.
Improved Email notifications: Email notifications from discussions and record updates are now queued by default instead of being sent immediately, which makes actions feel faster and keeps outgoing mail delivery more reliable.
Updated Web interface foundation: The core framework used to build Zelo screens was streamlined, helping the interface stay more consistent and easier to enhance in future updates
Fixed Numeric list search: Numeric searches in list views now convert the entered value correctly before filtering, so searches for quantities, amounts, and other numeric fields return the expected records more reliably.
Updated Task checklists: The task checklist app now shows a clearer title and description in Zelo, making it easier to locate and understand the feature for tracking checklist items on tasks.
Removed Task checklists: Unused sample checklists were removed from the default setup. New installations now start with a clean checklist library, while your existing checklist data remains unchanged.
Added Task checklists: Create reusable checklist templates and add them to tasks as individual checklists. Users can now track completion of each checklist item directly from a task, making work steps easier to standardize and monitor.
Fixed Project template filters: The Projects filter now displays the correct label and Italian translation, so regular projects are clearly distinguished from templates in list views
Added Project checklist copying: When you duplicate a project, its task checklist items are now copied automatically to the new project. This preserves recurring setup steps and avoids re-entering checklist details for similar projects.
Improved Task checklists: Checklist items now respect a defined sequence, appear in a consistent order, and are easier to manage from both projects and tasks
Added Task checklists: You can now attach checklists to project tasks and tick off each required step as it is completed. This helps teams track progress, verify that all necessary actions are done, and see task completion more clearly in Zelo.
Added Project templates: You can now mark a project as a reusable template and start new projects from it with one action, carrying over the template’s basic project details.
Fixed Italian e-invoice portal payments: The Italian electronic invoice feature now correctly connects to the online store payment process. This ensures that e-invoices are generated and delivered reliably when a customer completes a portal payment.
Improved Italian VAT registry: The VAT registry check now uses a safer date range that starts the previous day, helping avoid unexpected failures when validation runs across midnight.
Added Date and time defaults: Date and time fields can now use a default value that is offset from the current date or time. This makes it easier to pre-fill dates automatically shifted by a set number of days, hours, or minutes.
Fixed Italian e-invoice portal payment: Electronic invoices created during online portal payments now generate and send via PEC reliably. The required customer portal support is now included automatically, preventing missing invoice output.
Updated Purchase order line pricing: Purchase order and purchase requisition lines now use a clearer price-update routine when a product, quantity, or unit of measure is changed, helping Zelo keep suggested prices, planned dates, and quantities consistent as you create buying documents
Updated Italian translations: Italian labels and help text for automatic electronic invoice settings are now available, so Italian users can clearly configure and understand the option to export and send electronic invoices to SDI via PEC.
Added Automatic e-invoice setting: You can now enable or disable automatic Italian electronic invoice generation and sending after online payment transactions. When enabled, Zelo exports and sends the e-invoice to the SDI via PEC automatically; when disabled, the e-invoice remains available for manual processing.
Fixed Purchase order form: A small display correction was made to the purchase order screen. The form now hides an internal helper field correctly, so purchase managers see a cleaner layout and the Update pickings button appears only when relevant.
Fixed Portal account creation: When a customer creates an account through the portal without an invitation, Zelo now saves the name entered during sign-up on their contact record. This ensures portal-created users appear with the correct name in lists, reports, and messages.
Updated Performance diagnostics: The performance profiling environment now includes clearer guidance and additional diagnostic options. This helps administrators identify slow operations more quickly.
Updated Bank accreditments: Zelo now blocks bank accreditments with future dates when registering Ri.Ba. settlements. This helps ensure accounting entries reflect the actual date the funds are expected to arrive.
Fixed Italian e-invoice export: Tax summary rows in Italian electronic invoice files now export in a consistent order by tax amount, so generated XML files are more predictable and easier to validate
Fixed Italian withholding tax support: The Italian withholding tax features now correctly require the core Italian localization settings, so they install and operate reliably in Italian accounting workflows
Fixed Units of measure: Zelo now lets you duplicate or change a unit of measure that is already referenced in stock movements. The system now checks the specific unit of measure in the affected records instead of only its category, so inventory data stays consistent while unit management is less restrictive.
Fixed Warehouse replenishment quantities: Zelo now rounds suggested replenishment quantities down to the configured order multiple instead of rounding up. This prevents manual procurement rules from proposing more than the maximum allowed quantity, reducing the risk of exceeding warehouse storage capacity.
Août 2020
Added Product pricing: The product form now shows the ratio between a product’s list price and standard cost, and it updates automatically when you change either price. This makes it easier to review pricing consistency while editing a product.
Fixed Product pricing ratio: The selling-price-to-cost ratio now refreshes automatically after a product’s cost is changed. This applies to single-variant and multi-variant products, so margin and pricing calculations stay accurate.
Fixed Product price history: Standard price changes now reliably update related history dates and dependent product values, keeping cost tracking and downstream calculations accurate
Updated Italian interface translations: Zelo’s Italian language support has been refreshed across key areas such as finance, operations, HR, and communication. Users who work in Italian will see clearer, more consistent labels, buttons, and messages throughout the application.
Fixed Online quote payment label: The “Pay & Confirm” button on customer quote pages can now be translated, so international visitors see the payment confirmation text in their preferred language.
Added Inline message composer: The message box now shows the current followers of the record before you post. This makes it easier to see who is subscribed to updates and who may receive notifications. The follower names appear in the composer header for records that support followers.
Improved Browser cookie security: Zelo now creates browser cookies with a SameSite=Lax policy for language preferences, report downloads, and marketing tracking. This improves compatibility with modern browsers and helps reduce unexpected behavior when moving between Zelo pages or external links.
Added Mass mailing theme: Zelo now includes the mass mailing theme in the standard profile, allowing teams to apply consistent branded styling to email campaigns. This makes it easier to create professional marketing emails that match your company’s visual identity.
Added Mass Mailing theme: A new Zelo theme is now available for Mass Mailing campaigns. It gives newsletters and promotional emails a consistent branded look with ready-made layout blocks for banners, products, pricing, testimonials, and footers.
Fixed Default email theme: The default theme for Mass Mailing campaigns now applies the correct color palette and preview image. New emails and newsletters will open with the intended Zelo styling instead of the outdated default colors.
Updated Bank receipt list order: Bank receipt lists now default to newest-first sorting, so recently created RIBA entries appear at the top. This makes it easier to review the latest records without manually changing the sort order.
Fixed Bank receipt defaults: Default accounting accounts for Italian bank receipts are now resolved by account code, so the setup works reliably and payments post to the correct accounts.
Fixed Upgrade process: Database upgrades now correctly report failures when an update cannot be completed, so Zelo won’t mistakenly mark a failed upgrade as successful
Fixed Italian withholding tax setup: Preconfigured Italian withholding tax records now link to the correct withholding tax account by matching the account code instead of relying on a fixed internal reference. This prevents missing or broken account links during installation or upgrade, so withholding tax entries continue to be recorded against the intended account.
Updated Italian localization: Reverse charge, bank receipt, and split payment defaults now use updated fiscal position templates and dynamically select bank journals and accounts, making Italian VAT and banking workflows configure more reliably after setup.
Updated Italian tax localization: Upgrades now automatically clean up unused tax templates. This keeps Italian tax position mappings consistent and helps prevent outdated tax data from affecting invoices.
Fixed Payment authorization: Unique request identifiers for card payments are now generated more reliably, reducing rare payment submission failures with the Authorize payment gateway
Fixed Italian tax setup: Upgrading older Italian company configurations now works smoothly because the preloaded Italian tax records are corrected. Standard VAT and ENASARCO withholding tax entries load properly and remain available for invoices and accounting.
Fixed Stock operation cancellation: Cancelled stock operations now release any reserved items, keeping inventory quantities accurate and available for other orders
Updated Employee holiday overview: The employee holiday screen now displays all non-refused holiday requests, including both limited and unlimited leave types, making it easier to review an employee’s complete leave history
Updated Upgrade testing: The upgrade test now targets a revised build, so upgrade validation can run smoothly even when a required browser driver is unavailable on Debian-based systems
Updated Debian server setup: Zelo installations on Debian-based servers now skip the FirefoxDriver package during dependency setup, resulting in a cleaner server environment and fewer unrelated browser automation components
Updated Italian e-invoicing: Outgoing e-invoices can now be generated without being stopped by certain legacy tax nature codes. This temporary change keeps exports working smoothly while the related transition is completed.
Compatibility Italian e-invoicing: Automatic reclassification of sales invoices as deferred e-invoices is temporarily disabled because the Italian SDI does not yet support this document type. In Zelo, invoices are now created with the standard e-invoice type, reducing the risk of submission errors when delivery dates are earlier than the invoice date.
Fixed Outbound email sender address: Outbound emails now use the intended sender address when one is provided, and fall back to a configured bounce address when needed. This helps ensure customer and notification emails are sent from the correct address and are less likely to be rejected by mail servers.
Fixed Outgoing email delivery: Emails now correctly apply the selected mail server’s sender-address validation, reducing failed sends or incorrect From addresses
Added Outgoing mail sender option: You can now enable a setting on outgoing mail servers to keep the sender address from the message instead of automatically substituting a bounce address. This helps Zelo send emails successfully when your email provider requires the sender and bounce information to match.
Added Outgoing email sender settings: You can now force outgoing emails to use the shared catch-all sender address on a per-mail-server basis, rather than applying one global setting. This helps administrators control the visible sender address when Zelo sends email through different SMTP servers.
Juillet 2020
Updated Balance Sheet translation: The Italian Balance Sheet now uses a clearer term for Current Year Earnings. This makes the financial statement easier to read and better aligned with standard accounting terminology.
Updated Italian chart of accounts: Several liability accounts in the Italian accounting template now use the payable account type instead of current liabilities, so account reports and balance sheet sections reflect the intended classification.
Fixed Italian declaration of intent totals: Incoming invoices are now included correctly when calculating the remaining available amount, so the balance stays accurate and users are no longer shown incorrect shortage warnings.
Fixed Sale order fiscal position: Zelo now keeps the correct fiscal position on Italian sales orders when a customer has a valid declaration of intent, including after changing the delivery address. If the order date was missing, Zelo now uses today’s date to check the declaration’s validity.
Improved Attendance sign-in: Zelo now falls back after three failed location checks, so you can still sign in or sign out for attendance even if your device cannot share your position
Fixed Italian invoice fiscal position: When an Italian invoice has no declarations of intent, Zelo now keeps the selected fiscal position instead of clearing it, so tax rules and invoice amounts remain consistent
Fixed Italian split payment setup: Zelo now links the split-payment fiscal position to the correct Italian VAT and split-payment tax records, so invoices can be processed with the expected tax treatment without manual correction
Added Italian declaration of intent: Zelo now supports Italian declaration-of-intent documents, allowing you to create numbered records, link them to products, sales orders, and invoices, and track their status from dedicated screens in the accounting and sales workflows.
Fixed Italian reverse-charge taxes: The tax substitution mappings for Italian reverse charge now point to the correct VAT tax records, so fiscal positions apply the intended reverse-charge taxes on eligible intra-EU and extra-EU transactions.
Fixed Italian reverse charge VAT: Supplier invoices using reverse charge IVA in Italy now work more reliably because the required fiscal document support is properly included.
Fixed Italian translation setup: Zelo now correctly loads Italian translations during database configuration, so interface labels and standard texts appear in Italian as expected
Updated Italian tax settings: Default account mappings for reverse charge, intra-EU, and split payment taxes have been updated so VAT entries are recorded against the intended ledger accounts, improving the accuracy of Italian VAT reporting and journal entries.
Improved Language support: Initial setup now respects the selected language when applying default settings and loading translations, so new Zelo environments are configured with the correct localized names and values
Updated Italian accounting defaults: New Zelo installations now include preconfigured Italian VAT and tax account settings, so standard tax rates, legal references, and ledger accounts are ready for use. This reduces manual setup for Italian companies and helps ensure invoices and VAT reports post to the correct accounts.
Added Default record configuration: Zelo can now apply predefined values to standard records during setup. This helps country-specific tax records be configured correctly without manual adjustments.
Fixed Fiscal positions creation: Italian fiscal positions for reverse charge, split payment, and withholding tax are now created correctly, ensuring the right tax rules are available when issuing invoices
Fixed Italian withholding tax: A small configuration typo has been corrected so the preloaded 23% withholding tax for Italian professional services loads correctly. This helps ensure the tax is available and applied as expected when using Italian localizations.
Fixed Italian withholding tax presets: Zelo now loads the default withholding tax positions for Italian professional invoices correctly. The 20% and 23%-on-50% templates are available without configuration errors.
Fixed Italian reverse charge setup: The preconfigured fiscal position templates for EU and extra-EU reverse-charge purchases now load correctly, so companies can activate Italian reverse-charge accounting without missing defaults or configuration errors.
Fixed Italian split payment setup: The Italian split payment feature now activates correctly because the required Italian localization and fiscal document type options are included automatically, so split payment settings are available without missing prerequisites.
Removed Default country selection: The automatic default country option for the online store checkout has been removed. Shoppers will now manually choose a country on the checkout form when placing an order.
Compatibility Italian bank receipt export: Exported bank receipt files now use standard ASCII characters only, so names and addresses are converted safely before submission. This helps prevent import errors when your bank processes the file.
Fixed Italian tax positions: Default Italian tax positions for reverse charge, split payment, and withholding tax now link to the correct fiscal document type and tax settings, helping invoices and bills apply the expected Italian tax rules.
Updated Italian withholding tax: Zelo now includes the required fiscal document type support when using withholding taxes in Italy. This helps keep Italian accounting records accurate and ready for reporting.
Fixed Italian fiscal document templates: Fiscal position templates for reverse charge and split payment now load correctly. This ensures the right fiscal document type and tax settings are applied when creating Italian invoices and bills.
Fixed Italian split payment configuration: The built-in Split Payment fiscal position now loads correctly, so Italian invoices can use split payment settings without configuration issues
Updated Italian withholding fiscal positions: Zelo now includes updated professional withholding fiscal positions for Italy, adding a 20% withholding option and correcting the 23% on 50% option. Users can now select the appropriate position on professional invoices so withholding taxes are calculated and reported correctly.
Added Split payment fiscal position: Zelo now includes a ready-made fiscal position for Italian split payment invoices. It automatically marks the invoice as split payment and adjusts the VAT to the correct split payment variant, so users can issue compliant documents without manual tax changes.
Added Payment terms for Italian withholding taxes: Withholding tax entries now include the F24 payment term, so related tax payments are linked to the correct payment schedule and due-date rules
Fixed Italian fiscal positions: The reverse-charge templates for intra-EU and extra-EU purchases now include the correct fiscal document type and reverse-charge type, helping invoices be classified and taxed more accurately
Fixed Italian withholding tax setup: Predefined Italian withholding tax entries now load with their correct tax rates. Users can select these taxes in accounting documents without encountering setup issues.
Updated Accounting menu order: The Fiscal Positions menu now appears in a more prominent position within the Accounting menu, making it easier to find and access tax-related partner settings
Updated Sale refunds menu position: The Sale Refunds option now appears later in the Finance > Receivables > Documents menu, after the main customer document entries. This gives a clearer navigation flow when moving from invoices to refunds, while all refund records and actions remain the same.
Added Italian withholding tax data: Zelo now loads standard withholding tax definitions with the Italian withholding tax module, so the expected tax records are available automatically when the module is installed
Added Default Italian withholding taxes: Zelo now includes predefined withholding tax rates for common Italian scenarios and a new 23% natural-person withholding option calculated on 50% of the base, so you can apply the correct withholding setup on invoices and payments without creating the tax records manually.
Fixed Italian reverse charge taxes: Zelo now links the correct purchase and sale taxes to the Italian reverse charge tax type. This ensures invoices, reports, and accounting entries use the intended tax labels for affected transactions.
Removed Italian tax templates: Removed unused default tax mapping templates for certain Italian fiscal positions. This cleans up the Italian localization setup and prevents duplicate tax assignment options on sales and purchase documents. Existing active fiscal positions and tax configurations remain unaffected.
Fixed Italian reverse charge setup: The Italian reverse-charge fiscal positions now reference the correct chart template, so intra-EU and extra-EU purchase positions apply the expected tax rules reliably.
Fixed Italian reverse charge: The Italian reverse charge module now includes its required template data, so reverse charge invoice settings and related workflow options load correctly
Added Reverse charge fiscal positions: Zelo now includes new Italian fiscal positions for reverse charge and intra-EU transactions. These positions help ensure the correct VAT treatment is applied on eligible invoices.
Fixed Payment terms setup: Zelo now applies the correct payment term defaults to bank payment configurations, so invoice and payment schedules reflect the intended terms.
Fixed Italian VAT templates: Empty rows in the Italian VAT tax template data were removed, so predefined sales and purchase VAT rates now load cleanly during company setup or localization updates
Added Italian e-invoicing: You can now export e-invoices for private customers using the generic addressee code 0000000. The export no longer requires a PEC email address when the customer has no VAT number, so individual customers can be invoiced without extra setup.
Fixed Monetary amount display: Zelo now validates that monetary fields show their full decimal precision in forms, so amounts are displayed consistently and accurately for users.
Fixed Dynamic list view search: Monetary and numeric filters now use the value you enter directly instead of approximating it with currency decimal settings, making amount and decimal searches more reliable.
Fixed Dynamic list view settings: Personal list-view customization now applies without extra background requests, so adjusting columns, hiding fields, and resetting the view feels smoother and more reliable
Fixed Dynamic list views: Dynamic list views now apply your saved column and view settings more reliably, even when session details are briefly unavailable
Fixed Customer portal pages: Portal pages now render reliably after resolving a layout template issue that could prevent user session details from loading. Customers can now access portal content without encountering blank or broken pages.
Fixed Usually sold together suggestions: The “usually sold together” products on online product pages now show only published, relevant items and no longer include the product being viewed.
Fixed Calendar invitation email translation: Italian calendar invitation emails now display the correct Italian heading instead of English text, so meeting notifications are fully translated for Italian users
Fixed Italian bank receipt translation: The settlement label in Italian bank receipt settings now reads “Saldo” instead of “Provvigione,” so Italian users see the correct term when configuring receipt settlement options.
Added Italian bank receipt setup: The SBF bank receipt setup is available again in Zelo with its bank, journal, and accounting defaults restored. This lets users process Italian bank receipt payments, settlements, and related entries without manually recreating the missing configuration.
Fixed Italian bank receipts: The Italian bank receipts area now correctly requires Italian localization to be installed, helping prevent setup or activation issues when enabling the feature
Added Website menu icons: Menu items in the Zelo website main menu can now show their assigned icons next to the menu label, making it easier for visitors to recognize sections while navigating your site.
Updated Upgrade testing: Upgrade validation now runs with Zelo already active, making automated upgrade checks closer to real-world usage and reducing unnecessary service interruptions during testing
Updated Upgrade validation: The upgrade check now targets the latest supported upgrade path, helping ensure that moving to a newer Zelo release is tested and more reliable.
Fixed Automated testing: The all-modules test run no longer includes an incorrect coverage-report step, so internal validation completes cleanly and test results are easier to trust
Updated Bank receipt setup: A specific bank receipt configuration option is temporarily hidden in the Italian bank receipts settings. This prevents incomplete presets from being selected while standard bank receipt processing remains available.
Fixed Mobile point of sale: The mobile point-of-sale screen now opens more reliably when multiple point-of-sale features are installed. This behind-the-scenes fix helps Zelo verify that the mobile sales interface works correctly during updates.
Fixed Mobile point of sale checks: Routine quality checks for the mobile point of sale now run correctly, helping confirm that a point-of-sale session can be opened and the interface loads as expected on mobile devices
Fixed Mobile Point of Sale session start: The default mobile Point of Sale session now starts more reliably with the correct currency and price list, reducing unexpected launch issues
Fixed Point of Sale: We corrected an issue in the Point of Sale quality checks, helping ensure checkout flows are verified more consistently before release
Fixed Point of Sale currency handling: Point of Sale and its mobile experience now account for currency and pricelist settings more consistently. This helps sessions open reliably and display the correct currency in multi-currency setups.
Fixed Dropshipping valuation: Multi-currency dropshipping orders now produce consistent inventory valuation and accounting entries, ensuring amounts are correctly converted when the sale currency differs from the company currency.
Fixed Italian bank receipt configuration: Default bank journal links for bank receipt setups are now corrected, so acceptance, accreditation, unsolved, and settlement entries point to the intended bank journal. This prevents configuration errors when activating the Italian bank receipt feature.
Fixed Expense currency handling: Expenses linked to sales orders now handle different currencies more consistently during reinvoicing, reducing unexpected amount mismatches when currency conversion is involved
Fixed Bank receipt configuration: The Italian bank receipt (RIBA) configuration now loads correctly after a setup correction, so users can access and use bank receipt payment settings without errors
Fixed Italian bank receipt setup: Corrected the built-in bank receipt configurations so the collection and SBF receipt types are set up properly. Users can now rely on the standard receipt options being recognized correctly when configuring bank receipt processing.
Updated Bank direct debit setup: The Italian bank direct debit configuration now loads in the correct order. This helps related settings, reports, and export options stay aligned when the feature is installed or updated.
Fixed Italian RIBa payment setup: The default RIBa payment setup now references the correct Italian fiscal payment term, so RIBa invoices and payment terms load reliably for Italian companies.
Updated Italian bank receipts: Bank receipt entries now use the correct fiscal payment term information, helping users record and process Italian bank receipt payments with accurate payment conditions
Fixed Italian RIBA payment configuration: Fixed a setup issue so RIBA bank payment settings load correctly and the acceptance account is linked as expected
Added Italian tax and bank receipt setup: Zelo now includes a 20% withholding tax option for individual payments and a default bank account for RIBA bank receipt processing, making Italian invoice and payment workflows more complete
Improved Automatic default accounts: When Zelo creates a default account while setting up a journal, it now keeps a stable internal reference for that account. This helps future updates recognize the account and keep journal settings consistent.
Added Italian payment and RIBA setup: Zelo now includes a new F24 payment term due on the 16th of the following month and added default configuration for bank receipts (RIBA). This helps Italian companies assign the correct invoice due date and manage RIBA-related accounting with less manual setup.
Updated Quality assurance: Automated coverage checks now run only on the main development branch, keeping quality reports focused and consistent. This helps ensure changes are thoroughly validated before they reach customer-facing releases.
Improved Automated testing: Zelo’s test workflow now separates standard test runs from coverage-enabled runs, giving clearer results and faster feedback without mixing reporting overhead.
Fixed Accounting chart setup: Fixed a setup issue that could prevent bank journals from being created when applying multiple accounting charts. The account templates now load correctly, giving companies the expected bank accounts and journals without manual correction.
Added Bank account setup: Bank accounts generated during accounting setup now receive stable identifiers. This helps Zelo recognize them and apply future configuration changes more consistently.
Fixed Italian bank receipt processing: A minor issue in the automated checks for bank receipts was corrected, making receipt entry and validation more stable. Users can now process Italian bank receipts with fewer unexpected errors.
Fixed Italian VAT split payment: Split payment VAT registry processing now handles invoice dates and sales journals more consistently, so Italian VAT reports remain accurate when split payment invoices are posted.
Added Italian accounting setup: Zelo now includes additional default accounts for Italian companies, covering inventory valuation and interim receipt or shipment entries. This gives accounting teams a more complete starting chart of accounts for Italian localization and routine bookkeeping.
Fixed Bank collection reliability: Automated checks for Italian bank receipt collection workflows were updated to run more consistently, helping ensure collection lists and related invoice processing behave as expected in Zelo
Updated Italian translations: Italian language text is refreshed across Zelo’s core, purchasing, and Italian localization features. Users will see clearer and more accurate wording in Italian for accounting, VAT registries, reverse charge, and other Italian-specific workflows.
Compatibility Landed cost accounting: Landed cost entries for incoming shipments are now aligned with the Italian chart of accounts, helping ensure purchase costs are posted to the correct localization-specific accounts.
Fixed Payment terms: Multi-day payment terms now calculate invoice due dates more consistently, so accounting teams can rely on accurate payment schedules when reviewing invoices
Removed Generic accounting chart: The generic chart of accounts has been removed from Zelo. Companies without a country-specific accounting localization now initialize with the Italian chart of accounts by default, keeping accounting setup consistent and avoiding conflicts between localization packs.
Fixed Italian reverse charge setup: Corrected internal references for reverse charge types and related Italian tax entries so the configuration loads reliably and customers can process Italian reverse charge transactions without setup errors
Fixed Italian tax stamp: The Italian tax stamp feature now correctly connects to the sales functionality it relies on. As a result, tax stamps can be applied to Italian invoices and sales documents without setup or loading issues.
Fixed Italian accounting journals: Default debit and credit account settings for several Italian journals have been corrected, reducing the risk of invalid or unexpected account selections when recording sales, purchase, and bank transactions.
Updated Reverse charge tax setup: Default purchase and sale tax mappings for Italian reverse charge scenarios have been refreshed, helping Zelo select the correct taxes automatically when creating reverse charge entries
Added Reverse charge types: Zelo now includes ready-to-use Italian reverse charge types for intra-EU and extra-EU transactions. These presets connect the correct VAT scenarios, self-invoice settings, and accounting journals, helping users record reverse charge operations more consistently.
Fixed Italian accounting journals: The Italian localization now references the correct default accounts for its built-in sales, purchase, and bank journals. This helps Italian company setups install and update smoothly without missing account links.
Fixed Italian accounting journals: The built-in Italian accounting journals now have the correct journal types, so sales, purchase, bank, and VAT entries are recognized properly in Zelo. This prevents unexpected errors or misclassified entries when using Italian accounting.
Fixed Empty report output: Reports with no printable content now generate a single blank page, ensuring document generation completes successfully instead of stopping when no content is available.
Fixed Italian VAT accounting journals: Zelo now includes the required Italian journals for intra-EU and extra-EU self-invoicing, reverse-charge reconciliations, VAT settlements, and withholding entries. This helps Italian VAT registry postings use the correct default accounts without extra manual setup.
Fixed Italian tax groups: Corrected the Italian VAT tax groups so Split Payment and the Article 26/3 exemption are assigned to the right categories, while the outdated Article 74 tax entries were removed to keep tax reports accurate.
Fixed Account tax group search: The search box for account tax groups now filters by group name only, so users can find the correct tax groups without unrelated results.
Fixed Italian tax definitions: Zelo’s Italian tax setup now uses corrected VAT group names and ENASARCO withholding rates, including the 14.65% on 50% rate. This helps invoices, bills, and tax reports reflect the intended Italian tax amounts and descriptions.
Fixed Italian invoice tax stamp: The required tax stamp line is now added consistently for outgoing Italian e-invoices, helping ensure the FatturaPA XML export is complete and correctly reflects the invoice status
Improved Italian e-invoicing: Zelo now refreshes invoice tax lines before running the Italian e-invoice XML validation, helping outbound e-invoices be checked with the latest tax amounts and reducing unexpected validation errors
Fixed Automatic tax stamp: Unconfirmed invoices generated from sales orders now receive the tax stamp only when they are newly created and eligible. This stops the stamp from being added to invoices that are already confirmed or when unrelated invoice details are updated.
Added Translation refresh: Administrators can now force Zelo to overwrite all module translations for a selected language, ensuring the latest translated labels, messages, and help text appear consistently
Updated Italian translations: Italian language labels, messages, and interface text have been refreshed across multiple Zelo areas, including accounting, sales, purchasing, inventory, payments, e-invoicing, contracts, and support. Users working in Italian will see more accurate and consistent wording in menus, forms, notifications, and reports.
Updated Database backup file names: Downloaded and generated database backups now include the Zelo version in the default file name, along with the database name and timestamp. This makes it easier to identify which release a backup was created from.
Improved Quality checks: Zelo’s automated quality checks now clear temporary results before each run, reducing the chance that leftover data affects validation. This helps ensure updates are checked more consistently before release.
Fixed Inventory translation: Italian inventory screens now display minimum and maximum stock labels with consistent spacing, making stock information easier to read
Fixed Product inventory display: The minimum and maximum reordering quantities now appear with the correct precision on the product form, making inventory limits easier to read and verify
Fixed Product stock view: The product stock form now displays minimum and maximum reorder quantities correctly. This ensures stock planning values are visible without layout glitches.
Fixed Product screen in Stock: The product form now displays minimum and maximum reorder quantities with clearer spacing and consistent formatting. This makes inventory reordering information easier to read when reviewing products.
Fixed Italian tax reason data: Corrected the Italian e-invoice tax reason records so that tax reason options and demo invoices load correctly. This improves reliability when using Italian localization data in Zelo.
Fixed Italian tax labels: Corrected apostrophe typos in Italian non-taxable tax kind names so they display correctly in Italian accounting and invoicing screens
Fixed Italian e-invoice tax kinds: The Italian e-invoice tax kind descriptions now display the correct legal wording for VAT non-subject cases. Sample invoices also use the appropriate tax kind categories for non-subject, non-taxable, and reverse-charge lines, so Italian localization examples are clearer and more accurate.
Updated Italian e-invoice export: Zelo now blocks e-invoice generation when a line or tax summary uses a retired tax nature code. The error message identifies the affected code so you can update the tax setup before exporting.
Fixed Inventory reordering display: The minimum and maximum reordering quantities shown on the product inventory button now display with up to four decimal places. This makes the numbers easier to read and keeps the button layout tidy.
Fixed Sale order revision names: Duplicated sales orders now use their own order reference for future revisions. Zelo no longer carries over the original order’s base reference, so revision names remain clear and easier to trace.
Fixed Task code display: The task code now appears cleanly beside the task title in the task form, without distorted spacing. This makes it easier to read and reference task codes when working on project tasks.
Fixed Database restore: Database backup restores now use a more reliable single-process approach, helping recover your Zelo data with fewer interruptions
Improved Web performance: Zelo pages and data-heavy screens now feel more responsive because responses are streamed without being fully buffered before delivery. Extended connection waiting limits also help reduce interruptions during long-running operations such as large reports or complex record updates.
Improved Reconciliation error messages: When a reconciliation cannot be completed, the error message now includes details about the selected journal entries, such as date, reference, journal, description, account, debit, and credit. This helps accountants quickly identify issues like already reconciled entries, mixed companies, mismatched accounts, or accounts that are not set up for reconciliation.
Juin 2020
Fixed Purchase product display: Purchase views now use the correct product record for individual variants, so users see accurate product details when creating or reviewing purchase orders.
Updated Italian e-invoicing documentation: The reference documentation for Italian electronic invoicing now includes an additional official specification source, giving users a clearer view of the current formatting and regulatory requirements for e-invoices.
Fixed Italian tax kind search: Searching for Italian tax kinds now correctly matches names that include punctuation, such as periods. This makes selecting the right tax kind in Italian accounting entries more reliable.
Fixed Italian e-invoice export: The FatturaPA export wizard now works more reliably, with updated access permissions and a refreshed report layout that keeps exported invoices clear and compliant.
Improved Progress indicator: The loading bar now gives users a longer visual warning before marking an operation as slow, and its color changes more gradually for a clearer status cue
Removed Unused e-invoice document type: An unused internal document type was removed from Italian electronic invoicing, so users now work only with the supported e-invoice document types for a cleaner invoice configuration.
Updated Italian e-invoice tax categories: Zelo now includes the latest Italian e-invoice tax kind list with more specific reverse-charge and non-taxable options, so you can classify transactions accurately and generate compliant e-invoices.
Fixed Italian e-invoice type: Invoices generated from sale orders now use the correct FatturaPA document type. This prevents standard and deferred invoices from being submitted with an incorrect document classification.
Fixed Email notification button color: The action button in automated email notifications now uses the correct Zelo brand color instead of the previous accent shade. This makes notification links more consistent and easier for recipients to recognize.
Updated Italian e-invoicing document types: Zelo now supports the latest Italian electronic invoicing document types for FatturaPA 1.6. Users can select the correct invoice, credit note, debit note, and self-invoice types, including reverse-charge and deferred-invoice options, when creating or processing Italian fiscal documents. This helps keep Italian e-invoicing workflows aligned with current tax and compliance requirements.
Added Invoice creation progress bar: A progress bar now appears while invoices are being generated from sales orders, so customers can see how the process is advancing. This makes it easier to track large invoice runs without wondering if Zelo is still working.
Added Batch invoice confirmation: A progress bar now appears when confirming multiple draft invoices at once, making it easier to monitor larger batches and know when the confirmation has finished.
Added Italian e-invoice XML export: A progress bar now appears while Zelo generates Italian electronic invoice XML files, giving clear feedback when exporting multiple invoices grouped by customer
Improved Invoice confirmation: The confirmation wizard now checks all selected invoices before processing and shows a clear message if any are not in Draft, helping avoid confusing partial updates.
Improved Partner name display: Partner contact names now format more consistently when the last-name-first order is selected, helping lists and documents show names in the expected style
Fixed Activity event participants: Calendar events created from activities now include the assigned user as a participant when their contact record is available, so the correct person appears in the event details.
Updated Italian language support: Italian translations across Zelo are refreshed for menus, forms, reports, and system messages. Users now see clearer and more consistent Italian wording in accounting, sales, inventory, HR, website, and support areas.
Fixed Search results: Searches now handle missing filters gracefully, so list views and reports load reliably. The system treats missing search criteria as an empty filter set instead of failing.
Fixed Administrator password protection: Zelo now prevents non-admin users from changing the administrator password in user settings. Only the built-in administrator account can update its own login password, reducing the risk of unauthorized account takeover.
Fixed Italian e-Invoice stamp: The stamp product used in e-Invoice validation now includes a barcode, helping Zelo check stamped invoices more reliably
Added Database administration tools: The Zelo administrative shell now includes built-in helpers for listing, restoring, and removing databases, giving administrators a safer and more consistent way to manage database backups and cleanup, including an extra confirmation step before permanent removal.
Fixed Italian e-invoice export: Italian electronic invoice files now include the expected virtual stamp duty details and remain valid for public administration customers. This helps ensure stamped invoices are accepted without manual corrections.
Fixed Italian e-invoice tax stamp: Outgoing Italian e-invoices now correctly include the virtual tax stamp flag when an invoice contains a tax stamp line. This improves compliance with Italian e-invoice validation rules and helps prevent rejected submissions.
Fixed Test suite reliability: Automated module tests now fail visibly if they cannot be loaded, rather than silently being skipped. This makes it easier to spot broken or missing test coverage before it hides real problems in Zelo.
Added Italian e-invoice withholding taxes: Zelo now handles withholding tax details on Italian e-invoices. Incoming invoices can carry the withholding type, taxable base, tax rate, and withheld amount, and outgoing invoices can include the same information in the generated file.
Added Italian e-invoice withholding tax export: Outbound Italian electronic invoice XML files now include withholding tax details, such as the tax type, amount, and rate, so invoices subject to withholding tax are sent with complete tax information.
Fixed Italian translations: Putaway strategy wording now uses storage terminology in Italian, so app summaries and related labels are clearer for Italian users. The wording no longer suggests products are being removed.
Fixed Putaway translations: Italian labels for putaway locations and putaway strategies now display clearer storage wording, helping warehouse users understand where products can be stored and which storage rule applies.
Improved Error logging: Zelo now records clearer details when a user-facing error occurs. This helps support teams identify and resolve issues faster without disrupting your normal workflows.
Updated Italian e-invoice documentation: Zelo now includes refreshed reference materials for Italian electronic invoicing. The updated documents align with the latest official technical specifications and provide clearer guidance for preparing compliant e-invoice data and layouts.
Fixed Italian text: Corrected a few character errors in Italian translations so interface messages display correctly. This improves readability in invoicing, messaging, and restaurant point-of-sale screens.
Fixed Purchase order totals: Purchase order lines now recalculate subtotal, tax, and total amounts immediately when product, supplier, currency, quantity, price, or taxes change. This prevents stale amounts from appearing on purchase orders and gives buyers accurate totals before saving or sending the order.
Fixed Purchase order totals: Purchase order amounts now recalculate reliably when line items are added or edited, so untaxed, tax, and total values stay accurate
Fixed Italian e-invoicing summary: The list of non-taxable nature choices now displays correctly in Italy e-invoicing summary data, correcting a typo that could have prevented the option from appearing.
Fixed Italian e-invoicing: The non-taxable invoice classification options in the Italian e-invoice summary now load correctly. Users can prepare Italian e-invoice data without unexpected interruptions caused by missing classification entries.
Added Italian e-invoice document types: Zelo now includes additional document types for Italian FatturaPA e-invoices, such as integration invoices, self-invoices, and VAT warehouse withdrawals. You can now select these options when preparing electronic invoices for the required special tax scenarios.
Updated Italian e-invoices: Zelo now uses the latest Italian electronic invoice format when importing and exporting e-invoices, helping ensure files remain valid for exchange with the Italian tax authority.
Added Sale Orders: You can now quickly filter sale orders by today’s date from the list view, making it easier to check the latest orders.
Fixed Purchase order receipts: Incoming pickings created from purchase orders no longer inherit the order date, so confirming or modifying an order later no longer produces confusing receiving dates
Added Automatic tax stamp line: Eligible invoices now automatically include the required tax stamp line when Italian tax stamp rules apply, reducing manual entry and helping keep billing compliant.
Fixed Import field formatting: Zelo now uses the standard system format automatically when no custom user format is defined, so imported values such as dates and times load more reliably.
Fixed Italian interface translation: The Italian label for managing filters is now correctly translated, so Italian users see a natural interface term instead of an untranslated word when managing filters.
Fixed Italian VAT tax classification: Zelo now treats the Article 74 c.1 excluded taxable amount tax as a purchase tax rather than a sale tax. This correction helps Italian companies apply the correct tax on the appropriate document type, improving VAT calculations and compliance reporting.
Fixed Italian tax group label: The 22% non-deductible Italian VAT tax group for Article 74 now displays the corrected label, so Zelo shows the proper wording in Italian tax settings and VAT-related reports.
Fixed Italian invoice bank labels: The Italian text for the bank account shown on invoices for bank transfers and Ri.Ba. payments now displays the correct wording, making Italian invoice reports clearer for customers.
Added Default bank account template: Zelo now includes a ready-made bank account template, giving administrators a consistent starting point for bank account data and reducing manual setup when configuring banking information
Fixed Italian chart of accounts: The temporary self-invoicing account in Zelo’s Italian accounting template now has the correct reconciliation setting. This helps Italian companies record and reconcile self-invoicing entries more reliably.
Fixed Italian VAT account names: The default Italian chart of accounts now uses clearer names for intra-EU and extra-EU VAT purchase and sales accounts, removing a redundant “current liabilities” suffix from their labels.
Improved Italian e-invoice import: Discount calculations for imported Italian supplier e-invoice lines are now clearer and more reliable. This helps Zelo keep line totals, quantities, and unit prices consistent when processing supplier e-invoices.
Updated Invoice reports: Grouped invoice reports now consistently show the related sales order and picking details, so customers receive accurate order and delivery information on printed invoices.
Fixed Audit trail views: The audit trail screens now load with the correct view options. Users can open audit rules in list, form, graph, and pivot views, and open log entries directly in their standard form view without missing or incorrect view choices.
Fixed Grouped invoice report: The “Order” and “Subtotal” labels in the invoice report grouped by picking are now translated correctly. Italian users will see the proper wording next to order and picking names.
Fixed Italian localization: The Print action in the web interface now displays the correct Italian label, so Italian users see consistent translated text instead of an untranslated English term
Added Audit logs: The audit log screen now supports graph and pivot views, allowing users to visualize, group, and summarize recorded system actions at a glance.
Added Digital signatures: You can now draw or upload a signature directly in Zelo and save it on your user profile. This makes it easier to sign documents and approvals without switching to another tool.
Improved Kanban columns display: Kanban columns now have a cleaner background, rounded borders, and better spacing. They fit the available screen height more consistently and no longer show unnecessary horizontal scrolling.
Improved Kanban column scrolling: Kanban columns now scroll independently whenever possible, so long lists in one column no longer force the entire board to scroll
Added Default Italian VAT registries: Zelo now includes standard Sale and Purchase VAT registries. This lets users prepare customer and supplier VAT reports right away without manually creating registry layouts.
Updated Italian VAT tax templates: Zelo now includes additional Italian VAT tax definitions and updated account mappings for exempt and reverse-charge transactions. This helps users choose the correct tax on sales and purchase invoices and improves VAT reporting accuracy.
Mai 2020
Fixed Italian VAT tax labels: Corrected the legal reference displayed for two 22% extra-EU VAT taxes. The purchase and sale tax names now show the proper Article 17, paragraph 3 reference, keeping Italian VAT setup and reporting accurate.
Fixed Italian accounting template: A small data-entry error in the Italian chart of accounts has been corrected. The bank account used for SBF sales is now configured properly, so Italian companies can set up their accounts and generate financial reports without missing account defaults.
Fixed Italian VAT taxes: The Italian VAT list now includes corrected reverse charge and intra-EU tax options, so sales and purchase documents can apply the proper VAT treatment for domestic and cross-border transactions.
Fixed Italian VAT tax setup: The Italian VAT tax list now uses clearer names for extra-EU purchases and sales and assigns the proper VAT accounts. Reverse-charge purchases now use the correct purchase tax type, so invoices and VAT reports calculate the right amounts.
Added Italian VAT tax group: Zelo now includes the missing Italian tax group for 22% non-deductible VAT under Article 74, paragraph 1/d of DPR 633/72, so Italian localization users can select the correct tax group when configuring taxes and reports.
Fixed Italian chart of accounts: The Italian accounting template now uses corrected account groupings and clearer account names, including a new bank account for special collections. This helps customer receivable, bank, and bill-related accounts appear under the correct parent accounts for more accurate balances and reporting.
Added Store footer branding: The default online store footer now includes a small “Powered by Zelo” link. This gives visitors a clear indication that the website is built on the Zelo platform while keeping the footer simple and professional.
Fixed Form action buttons: Long button labels now stay within the button area and show an ellipsis instead of overflowing the form header
Improved Interface layout: The main content area now uses the full available width instead of leaving a small unused gap on the right. This helps screens align more consistently and makes it easier to view all available information without extra spacing.
Improved Smart button appearance: The clickable summary buttons on form views now use a slightly larger, rounded style with clearer spacing, making key actions and totals easier to spot.
Improved Stock availability at date: Available-at-date stock quantities now calculate faster when many stock lines are processed together. Zelo now groups the calculation by product and uses the move date, so historical availability values remain accurate while reducing unnecessary recalculations.
Added Inventory move lines: You can now see the available quantity for a move line at a specific date. This helps users review past inventory levels and understand how much stock was available when a transfer was processed.
Updated Performance tooling: The default performance check now runs in a single-threaded, non-profiled mode, making performance runs more stable and easier to use
Fixed Website product suggestions: The “usually sold together” setting now saves correctly by linking selected products to the right product family. This ensures the online store can show valid cross-sell suggestions to customers.
Fixed Cross-sell suggestions: The automatically calculated “people also buy” products on the website now work correctly for products with multiple variations, because Zelo now considers recent sale orders that include any variation of the product. This makes the suggested complementary items more accurate and relevant for customers browsing the online store.
Fixed Website product suggestions: “Usually sold together” items now point to the actual sellable products. This keeps cross-sell recommendations consistent when customers review their online cart.
Updated Italian translations: Italian labels and notifications in sales orders and the online store have been refreshed. Unpaid invoice warnings now clearly mention expired bills and the customer’s total debt, making customer blocks easier to understand.
Fixed Customer debt warnings: Sale warnings now display both the overdue amount and the customer’s total open debt, so users can clearly see why a sale is blocked or flagged. The debt threshold check now uses total open invoices and provides a clearer breakdown in the warning message.
Added People also buy recommendations: The online store now refreshes “People also buy” product suggestions automatically every 7 days, so published products show more relevant cross-sell items to shoppers.
Added People also buy suggestions: The Zelo online store can now show a “People also buy” section on product pages. The suggested products are calculated automatically from recent sales activity, highlighting items that customers most often buy together. Store managers can turn this recommendation block on or off for individual products.
Fixed Website typography: Zelo website titles and section headings now use more balanced font sizes instead of oversized text. This makes pages easier to read and keeps the look consistent across the website theme.
Improved Kanban images: Images in kanban views and module cards now display with softer rounded corners, making lists look cleaner. Avatars in form views also use the same rounded style for a more consistent appearance.
Added People also buy suggestions: Zelo’s website store now shows a “People also buy” section on product pages, suggesting items that are commonly purchased together based on recent sales orders. This helps customers discover complementary products and gives stores a built-in cross-selling recommendation.
Fixed Sales order form: The sales order form now correctly hides a background setting that controls the stock transfer creation button. This keeps the order screen clean and ensures transfer-related options appear only when intended.
Fixed Italian online store wording: Italian storefronts now show clearer labels for suggested accessories and product options. This makes the online shopping experience easier to read and more consistent.
Updated Cart product suggestions: Online store cart accessory recommendations are now limited to five randomly selected published products, keeping the suggestion list concise and easier for customers to review
Fixed Breadcrumb navigation: Breadcrumbs now stretch to the intended width across the top of pages, making the current section and path easier to read instead of appearing squeezed.
Fixed Breadcrumb navigation: The breadcrumb trail now uses a more balanced width, so page paths fit better on different screen sizes and remain easier to read.
Improved PDF report generation: Zelo now avoids running an unnecessary PDF merge step when a report does not include extra pages or documents, so report generation is more efficient and less likely to be slowed down.
Improved PDF report generation: PDF conversion errors now appear as clear on-screen messages instead of being hidden in server logs, making it easier to identify why a report failed to generate.
Improved PDF report assembly: When Zelo combines parts of a PDF report, failures now show a clearer error message with more context, helping you and your support team troubleshoot PDF generation issues faster
Fixed Update Pickings button visibility: The Update Pickings button on sales orders and purchase orders now appears and hides based on the actual remaining quantity to process. It no longer disappears incorrectly when delivered or received quantities differ from the ordered quantities, so users can still update stock pickings when needed.
Added Sales order picking update: You can now refresh the delivery operations linked to a sales order using the new Update pickings button. It recalculates the warehouse pickings from the current order lines, quantities, and routes, so warehouse teams work from the latest sales data.
Added Purchase order picking refresh: A new button on purchase orders lets users refresh the related warehouse pickings after order changes, so receiving teams always work from the latest products and quantities
Fixed Language flag display: The language flag in the user menu now appears at a clearer, more consistent size. This makes it easier to recognize the selected language and avoids the flag looking stretched or cramped in the top menu.
Added Session cleanup: Zelo now supports clearing all stored web sessions at once. This helps administrators reset active sessions or troubleshoot login and session issues more quickly.
Fixed Coverage report paths: Coverage report file paths no longer start with an unnecessary slash, so the reports can be opened and read correctly in compatible development tools
Added Test coverage reporting: Zelo can now generate coverage results in a format that imports into PyCharm, giving developers a clearer visual map of which areas are exercised by automated tests.
Fixed Helpdesk task project updates: Changing the project on a helpdesk task now correctly refreshes the task’s billing rate and associated prepaid-hours product, so support tasks remain consistently assigned and priced after project changes.
Fixed Helpdesk task project changes: Corrected a small issue so helpdesk task pricing updates are applied reliably when a task is assigned to a different project
Fixed Helpdesk project setup: The helpdesk product used when creating a helpdesk project is now resolved correctly. This keeps prepaid-hour billing and project setup behavior consistent.
Fixed Helpdesk billing: Prepaid helpdesk tasks now consistently use the correct billing product, preventing incorrect rates or products from appearing when a task moves to a new project
Improved Helpdesk ticket validation: New support tickets entered with an email address now verify that the email matches an existing customer. If no matching customer is found, Zelo shows a clear error message instead of creating an incomplete ticket.
Fixed Helpdesk invoicing: Support ticket billing now runs with the correct accounting setup, improving reliability when invoicing helpdesk services
Updated Audit log maintenance: The audit log area received a small internal cleanup. This helps keep Zelo’s change-tracking checks stable without changing the audit reports you use.
Improved Helpdesk ticket tracking: Support tickets now keep project links and prepaid hour balances in better sync. When timesheets are added, purchased, consumed, and remaining hours update more reliably for a clearer billing view.
Fixed Italian address translation: The Italian online shop now shows a fully translated street and house-number field. Customers can enter their address without seeing mixed English text, making checkout clearer and more professional.
Updated Italian online store translations: Italian labels and messages across the online store are refreshed, including product page hints, shipping and payment notes, so customers see clearer and more consistent Italian text.
Fixed Online store checkout: The “Convert to Quote” option now appears only for logged-in customers, so guests no longer see a button that requires an account and the checkout area stays clearer.
Fixed Guest checkout pricing: Guest checkout orders now always use a valid price list, so prices are calculated correctly even when a visitor has no customer account or assigned pricing. This prevents missing pricing on new online orders from not-logged-in shoppers.
Improved Database error diagnostics: Failed data operations now record richer diagnostic details in system logs, helping Zelo support identify and resolve unexpected issues faster
Added Email delivery: Outgoing emails that fail to send are now automatically retried up to a configurable limit. This helps ensure notifications, alerts, and other messages reach recipients even when the email service is temporarily unavailable.
Added Quote from shopping cart: Customers can now convert their online shopping cart into a quote with a 30-day validity. This gives them a clear pricing document to review before continuing with checkout.
Fixed Italian navigation icons: Italian buttons and links now use the correct arrow icon in portal, blog, and online store screens, making navigation and checkout controls look consistent for Italian users
Fixed Website quote expired message: The Italian expiration notice now includes the correct line break, so the message asking customers to request a new quote displays clearly on the quote page.
Fixed Product availability delay: Online store product pages now display the correct availability delay, showing a single day when the minimum and maximum are the same and a range only when they differ, so customers see accurate delivery expectations.
Updated Website stock availability: The online store now displays clearer product availability messages, including a days estimate for products that are available on order. Italian translations for these messages have been updated so visitors see consistent wording.
Added Product availability times: The online store now displays estimated availability times on product pages when inventory rules define a minimum or maximum delivery delay, helping customers understand when items can be shipped.
Fixed Product availability: Product availability delays are now calculated from the correct product-level vendor lead times, so stock and manufacturing availability dates are more accurate
Updated Italian translations: Sales order delivery-date settings now display correctly in Italian, including the delivery promise calculation options and related warning messages. Italian users can now clearly see whether Zelo is using an optimistic or pessimistic delivery-date calculation and understand alerts when a customer’s requested date is earlier than the promised date.
Fixed Product delivery delays: Zelo now uses the correct minimum and maximum availability delays when calculating sale order commitment dates. The system considers supplier lead times and production lead times, so customers receive more reliable delivery promises when stock is not immediately available.
Fixed Sales order date calculation: Zelo no longer encounters a calculation error when estimating delivery dates for sale order lines that have insufficient stock and no supplier lead times. The system now treats the missing supplier delay as zero days, allowing expected delivery dates to be displayed reliably.
Improved Sale order dates: Commit dates now account for production lead time when available stock is insufficient, using the longer of purchase or production delay to provide a more realistic delivery estimate
Fixed Sale order dates: Promised delivery dates on sales orders are now calculated more accurately. When stock is insufficient, Zelo includes the average supplier replenishment delay, and confirmed orders automatically receive a requested date based on the promised delivery date. This helps sales teams give customers more reliable delivery expectations.
Fixed Website stock availability: The online store now displays “Available on order” for products configured to allow sales without current stock. This prevents customers from seeing an incorrect “Temporarily out of stock” message when they can still order the item.
Fixed Order line editing: Confirmed purchase and sales order lines no longer get automatically restored after being removed. This makes edits to completed orders behave more predictably.
Fixed Purchase and sales order lines: Editing line details on confirmed purchase or sales orders no longer causes a blocking error, and removed lines are automatically restored so you can set their quantity to 0 instead
Fixed Online order billing address: Sale orders created on the website now use the customer’s billing account address as the billing address. This ensures invoices and payment details show the correct billing information after checkout.
Fixed Payment authorization: Bank transfer payments now correctly check the parent account’s payment permission. This prevents linked customer sub-accounts from being incorrectly rejected when the parent account is authorized.
Fixed Confirmed order line removal: Deleting a line from a confirmed purchase or sales order now shows a clear message explaining that the line cannot be removed. You can instead set the line quantity to 0 to keep the order valid.
Updated Italian translations: Sales and stock messages in Zelo now appear in clearer Italian when order quantities change, delivery routes are configured, or stock transfers are managed. This helps Italian-speaking users follow warnings and inventory updates more easily.
Updated Italian translations: The Italian interface text has been refreshed so labels, prompts, and system messages appear with current wording. This improves consistency for Italian-speaking users across the Zelo interface.
Added List view record links: Holding Shift while clicking a related-record link in a list view now opens the linked record in a new browser tab, so you can keep the original list open while reviewing multiple related items.
Fixed Picking cancellation: Cancelling a partially processed picking no longer removes operation lines that already have a completed quantity. This keeps useful progress visible and helps release reservations accurately without losing recorded work.
Fixed Brute-force protection: Zelo’s repeated failed-login protection now has more dependable checks, helping ensure suspicious sign-in activity is blocked consistently. This reduces the chance of false blocks or missed warnings while keeping normal logins smooth.
Improved Interface theming: The Zelo interface now applies theme styles more consistently across common screens, including the sidebar and field tooltips. This makes the UI look cleaner and better aligned with your selected theme.
Updated Performance profiling: Zelo’s internal performance profiling now captures more detailed timing information, helping our team pinpoint slow operations during updates and background processing. This supports smoother, faster performance for large data sets and complex workflows.
Improved Screen layout: The top control panel now adapts better to narrower windows, keeping breadcrumbs and search fields usable. This reduces unnecessary horizontal scrolling and makes the main workspace feel more polished.
Fixed Login protection: Temporary sign-in restrictions are now more consistently applied and lifted, so users can regain access after a failed-login block is cleared
Improved Backend appearance: Zelo’s screens now use a more consistent and polished visual theme. Form headers, kanban cards, sidebars, and search areas have refined spacing, colors, and rounded corners, making records easier to read and navigate.
Added Login retry grace period: Zelo now includes a configurable grace period for failed login attempts, defaulting to one hour. The retry limit is evaluated only within that window, so the counter resets after the grace period instead of staying active indefinitely.
Improved Record loading: Internal handling of preloaded record data is now slightly more efficient. This helps large lists and frequent lookups run smoothly across the system.
Fixed Italian e-invoice import: The import screen for incoming Italian electronic invoices now displays correctly. The related supplier invoices also open with the expected invoice form and list layout
Improved Record loading performance: Zelo now prepares record data with fewer processing steps when opening lists, forms, and reports, making large datasets feel more responsive
Improved Record identifier access: Zelo now retrieves a record’s unique identifier more directly, reducing unnecessary error handling and improving performance when opening or referencing individual records
Improved Quality assurance: Automated parallel testing now uses all available processing capacity and skips an unnecessary setup step. This lets us verify Zelo updates more quickly and reliably before they reach you.
Fixed Product price history: Price changes on product templates now update the recorded price history consistently. List price and extra price history entries reflect the current values without missing or duplicate updates.
Fixed Documentation: The Zelo documentation now loads reliably because its required business modules are properly registered, so help content and module guides open without missing-content issues
Fixed Calendar activity deadlines: Zelo no longer records an unnecessary internal log entry when an activity deadline is synchronized with its related calendar event, keeping deadline updates clean and predictable
Updated Zelo documentation: The built-in documentation feature has been temporarily disabled in the standard profile. Users will not see Zelo’s bundled help pages or documentation content until the feature is re-enabled.
Fixed Delivered quantity on sales orders: Delivered quantities now recalculate correctly when related stock moves are saved, ensuring sales orders, fulfillment, and invoices reflect the actual amount delivered.
Fixed Command-line tool results: Zelo’s command-line tools now return a consistent result status, helping automated tasks and integrations detect success or failure more reliably
Fixed Email queue processing: Outgoing email batches now use a safe limit even if the send queue setting is missing or invalid, so queued messages process reliably instead of failing
Updated Documentation setup: The documentation module now has a simplified installation footprint because a broad list of module requirements was temporarily removed. This makes it easier to enable documentation without requiring many unrelated Zelo modules to be active first.
Fixed Command-line error handling: Zelo now returns the correct exit code and displays a helpful message when an unsupported command is entered. This makes terminal usage and automated checks more reliable.
Updated Italian documentation: The Italian help guides now include refreshed screenshots and clearer explanations for activities, product categories, company settings, configuration, employees, incoming records, invoicing, and CRM, making it easier to follow setup and day-to-day workflows.
Fixed Security access rules: Access to sales configuration and record packing features is now correctly restricted, so users only see the options allowed for their role
Updated Purchase receiving order: Receiving operations created from purchase orders now keep the same sequence as the purchase order lines. This helps users track incoming items in the original order entered, instead of having them rearranged by expected date.
Updated Warranty menu: The Warranty area now has a clearer menu label and a refreshed icon, with related Italian labels updated for consistency. Users can locate warranty records more easily in navigation and see more consistent wording across warranty screens and documents.
Added Manual delivery assignment: You can now link existing stock movements directly to sales order lines, so delivered quantities can be reconciled without creating duplicate delivery records. When an order line quantity changes, Zelo automatically recalculates the delivered quantity to keep sales and inventory records aligned.
Added Purchase order incoming shipments: You can now manually attach existing incoming shipment records to a purchase order line from the Invoices and Incoming Shipments section. This helps reconcile purchase orders with warehouse receipts when the shipment records were not automatically linked.
Fixed Italian account report label: The Debit label in standard account reports now displays correctly in Italian, keeping financial report terminology consistent for Italian users
Removed Expense invoice integration: Zelo no longer supports attaching a supplier invoice to each employee expense line. The related accounting entries that transferred the reimbursement obligation to the employee are no longer created. Standard expense entry, approval, and reimbursement workflows remain available without invoice-specific fields or actions.
Deprecated eCommerce default country: The option to prefill a default country at online checkout has been disabled and will be removed in a future release. Customers should continue using the country selection available during checkout until a replacement setting is introduced.
Improved Email queue delivery: The outgoing email queue now processes pending messages more frequently, and the maximum number of emails sent in each run can be configured. This helps Zelo deliver messages at a steadier pace without overwhelming the mail server.
Fixed Payment information tooltip: The hover tooltip for payment fields in accounting now supports translations, and the Italian label was added. This ensures customers see the payment details hint in their own language instead of a fixed English text.
Updated Italian accounting translations: Labels in Zelo’s accounting and payment screens now use clearer Italian wording, so Italian-speaking users see the correct meaning for open invoices and payment actions.
Added Product warranty tracking: Zelo now supports warranty management by serial number, letting you link products to warranty records, check warranty status from stock moves, and generate printable warranty documents for customers.
Updated Maintenance tooling: Internal performance profiling and module maintenance utilities have been refreshed. These updates make it easier for administrators to investigate slow operations and run upgrade checks, with cleaner control when stopping a diagnostic session.
Improved Record processing: Zelo now handles record data more efficiently while copying field values, helping record creation and updates feel smoother, especially when many fields or records are processed at once
Fixed Command-line tools: Zelo command-line operations now finish with the correct status, so server startup, data translations, and module creation end more cleanly. A new performance analysis helper also makes it easier for administrators to investigate slow or unusual server behavior.
Updated Italian e-invoice payments: Italian users now see the payment transaction label correctly translated in Zelo. The missing Italian language entry has been added, so the e-invoice sales payment option displays in Italian instead of falling back to another language.
Updated Italian localization: Italian language labels and messages have been refreshed across core settings, invoicing, payments, purchasing, website sales, and related screens so users working in Italian see clearer and more consistent wording throughout Zelo.
Updated Italian Sales translation: Italian users now see refreshed wording across quotations, sales orders, and sales team notification settings. The update keeps messages consistent when reviewing orders, confirming quotations, or managing sales notifications.
Added Order confirmation notifications: The responsible sales team is now notified when a customer confirms an order through the Zelo customer portal, including the customer name and order total. This makes newly confirmed sales easier to track and helps teams respond to customers more quickly.
Fixed Sales order form: The sales order form now displays cleanly in Zelo after an extra character was removed from the layout, helping customer tags and related fields appear as intended.
Added Online order notifications: Sales team members now see a sticky on-screen alert when an online order is confirmed. The notification shows the customer name, order reference, and order total, so the team can respond to new sales immediately. It covers orders confirmed from the customer portal or automatically after payment authorization.
Improved Activity notifications: Zelo now limits scheduled activity reminders to the three most important due-today or overdue items, helping users stay focused without being overwhelmed by notification floods
Improved Partner warnings: Partner warning messages now display with a soft orange background on key transaction forms. This makes important alerts easier to notice on invoices, purchase orders, sales orders, and stock transfers.
Fixed Online store module description: The online store module now displays a clearer description that covers delivery and stock information. The corrected wording is also reflected in French and Italian translations, so the module details read more naturally in supported languages.
Added Website inventory availability: A new option in Zelo lets you show inventory levels on your website while still allowing customers to place orders when stock is insufficient. This gives shoppers stock visibility without blocking sales.
Fixed Address form: The company name field now appears correctly in the address profile view, allowing users to add or update company details without the field being hidden or shown in the wrong place
Fixed Form view rendering: Zelo now handles form layouts with missing optional grid settings correctly, so records open reliably without blank sections or display errors
Avril 2020
Added Website contact form: Signed-in customers now have their name, phone number, and email address automatically filled in when opening the contact page, making inquiries faster and less error-prone
Fixed Sales and quotation views: The Sales filter now includes confirmed and completed sale orders, and quotation lists open with draft and sent records selected by default. This makes the default sales list and online quotation view more accurate and easier to use.
Added Italian e-invoicing for portal payments: When a customer pays through the portal and Zelo creates the related sales invoice, the Italian electronic invoice XML is now generated and transmitted to SDI automatically. This removes the need to manually send the FatturaPA file after payment and helps keep Italian invoicing compliant.
Added Italian e-invoice automation: Outgoing invoices can now automatically create the Italian e-invoice XML, send it to SDI, and email the invoice to the customer, reducing manual export steps and keeping submission and customer notification together
Fixed Translation updates: Existing translations now keep the correct link to their original record when updated, so translated labels and field values stay attached to the right entries instead of being lost or misplaced
Fixed Helpdesk product defaults: Editing the helpdesk prepaid hours option no longer resets a product’s type and unit of measure on every change; Zelo now applies the service and hour defaults only when that option is enabled.
Fixed Email server connections: Zelo now uses a more compatible default SSL setting, allowing connections to IMAP and SMTP servers that use smaller or older certificates for more reliable email setup
Fixed Calendar activity ownership: Activities created for another user now create the related calendar event with that user as the owner and attendee. This prevents events from appearing under the wrong person’s calendar. Scheduling work for teammates now keeps tasks and calendar entries consistent.
Fixed Record access checks: Access checks now handle empty record sets gracefully, so users won’t see unnecessary errors when working with lists or views that have no records loaded
Updated Italian e-invoice email setup: The setup notes now remind users to configure the outgoing PEC SMTP server. This helps ensure electronic invoice emails are sent through the correct certified email channel.
Added Electronic invoice submission: You can now send generated Italian electronic invoice files to the SDI exchange system directly from Zelo. The new action opens a prefilled email with the invoice file attached, using a configurable template, so submissions can be sent through your email or certified email (PEC) channel with less manual work.
Fixed Address forms: Saving profile or shipping address details now returns you to the correct page and shows clear validation messages when required information is missing, keeping checkout and account address updates working smoothly
Fixed Shop checkout address change: The Back button now returns customers to the checkout page after updating an address during order placement, instead of sending them to their address list. This keeps the checkout flow clear and helps customers finish their order without losing context.
Updated Online checkout: The “Want invoice” option is no longer displayed during online checkout for Italian e-invoicing sales. This keeps the ordering flow simpler while Zelo finalizes the related invoicing experience.
Fixed Website product pages: Product comparison and wishlist controls now display with better spacing and responsive sizing. This makes product details easier to read and the actions easier to use on different screen sizes.
Added Product list view: The product list now shows online store category assignments as tags next to the standard product category. This helps catalog teams quickly review and organize which storefront categories each product appears in, reducing the need to open individual product forms.
Improved Documentation module: The documentation module no longer requires extra point-of-sale and view-caching components, so it can be installed or updated without pulling in unrelated features. This keeps the built-in documentation experience cleaner and reduces the chance of compatibility issues.
Improved Automated testing: Background quality checks now run in a single, more stable pass, reducing false failures caused by timing issues during validation
Fixed Documentation module: The built-in documentation module no longer references itself as a dependency, so it installs and loads cleanly without causing module dependency conflicts
Updated Documentation: Zelo documentation now loads with all required related features included, so users can access complete help content and feature references without missing pieces
Fixed Documentation: The built-in documentation now includes the employee and attendance information it needs, so related help topics and examples load correctly when users browse Zelo documentation.
Updated Calendar translations: The Italian translation for calendar availability has been corrected, so the Free status now displays as Libero instead of Gratuito. This makes meeting and event availability clearer for Italian users.
Updated Italian translation: Zelo’s Italian interface now shows clearer wording across accounting, payments, point of sale, inventory, website, and helpdesk screens. Users will see more natural Italian labels, messages, and help text when working in these areas.
Added Payment provider invoicing: Zelo now lets you turn off automatic invoice creation for selected payment providers. When this option is enabled, a customer payment no longer automatically creates and pays the related invoice, so you can handle invoicing manually when needed.
Fixed Italian message label: The Italian translation now displays the correct “Message” label for discussion entries. This fixes a spelling issue in message types shown in chats and document chatter.
Fixed Payment environment button: The environment switch button now appears for payment providers where it was previously missing, so users can choose between test and production payment environments directly from the payment provider page
Updated Guided tours: Step-by-step guided tours are now disabled across Zelo, so they no longer appear in invoicing, CRM, expenses, recruitment, point of sale, projects, sales, or website screens. This keeps the workspace cleaner and prevents walkthroughs from starting unexpectedly.
Fixed Messaging display: Chat and message composer controls now appear correctly on smaller screens, and minor styling issues in chat lists are corrected, so actions like inviting people, unsubscribing, and sending messages are easier to find.
Fixed Record filtering: A routine quality check for filtering records by sequence values was corrected, helping ensure list views and ordered menu items continue to work reliably.
Fixed Menu ordering: The Email menu item now appears in the correct position within the Technical section. This keeps the Administration navigation properly ordered and easier to use.
Fixed Search filtering: Quality checks for list-based search filters have been corrected. This helps ensure record searches and saved filters remain reliable.
Updated Settings menu order: The order of sections in the settings menu has been revised so inventory, manufacturing, project, and time-tracking options appear in a clearer sequence. This helps users find the right configuration area faster while setting up or reviewing Zelo.
Improved General settings icons: The app icons in the General Settings area are now displayed in a clearer, consistent order, making it easier to find and open the settings for each installed module
Fixed Finance menu order: The Finance section now displays Journal Entries and Reporting in the expected sequence. This makes navigation more consistent and helps you find the right accounting menus faster.
Updated Italian translations: Italian interface labels and messages are refreshed across core, messaging, maintenance, payments, events, and quotes, so Italian users see clearer and more consistent wording.
Removed Accidental file: A file that was accidentally included has been removed to keep Zelo updates clean and avoid unexpected installation issues
Improved Password security: Password validation for user accounts is now checked more consistently against Zelo’s security settings. This helps prevent weak or non-compliant passwords from being accepted and reduces login-related issues.
Updated Italian translation: Italian language strings for messaging, discussions, and activities have been refreshed, so labels such as Activity and Activities now appear consistently across Zelo’s collaboration features
Updated Italian localization: Website quote emails now use refreshed Italian text and cleaner email formatting, making customer-facing quote confirmations easier to read.
Fixed Menu ordering: Menu items across Finance, HR, Projects, Inventory, and Helpdesk now appear in the expected order, making navigation more predictable and easier to use
Updated Menu navigation: Zelo’s menu structure has been reorganized to make key areas easier to locate. The updated navigation presents application modules, settings, and administration tools in a clearer order, so users can move between records, reports, and configuration screens with fewer clicks.
Fixed Online quote confirmation emails: The email template used when an online quote is confirmed has been corrected, so the recipient address is now resolved properly. Customers should now reliably receive the confirmation email for their online quote at the intended address.
Fixed Mobile discussion view: The top bar of the message thread now resizes naturally on small screens, keeping the follow action, message buttons, and follower list properly aligned and fully visible.
Improved Chatter readability: The chatter now displays a label for each message subtype along with the relevant module icon. This makes it easier to quickly identify messages, notes, and activities in the activity history.
Updated Italian translations: Zelo’s Italian interface now includes refreshed wording across sales, purchasing, payments, website, and support areas, helping Italian users see clearer and more consistent labels, messages, and help texts throughout the ERP.
Added Customer payment authorization: You can now control whether each customer can use the test payment method. Authorized customers can complete payments normally, while unauthorized customers receive a clear error and the payment is not marked as done.
Added Message type icons: Message threads now show a small icon next to each entry, making it easier to identify emails, notifications, and comments at a glance
Fixed Customer portal quotations: Quotation confirmation emails and customer portal pages now render correctly, so sent quotations display with proper formatting, links, and status details. This makes it easier for customers to review and accept quotes from the Zelo portal.
Removed Accidental setup file: A mistakenly included internal setup file was removed. This keeps Zelo’s installation files clean and does not affect normal use.
Fixed Payment references: The offline payment option now includes the missing payment reference field, making it easier to trace and reconcile transactions that are not processed through an online gateway.
Updated Inventory and Production menus: The Inventory and Production navigation has been reorganized with clearer ordering and grouping of related stock, manufacturing, maintenance, and delivery features. This makes it easier to find configuration and operational screens without hunting through menus.
Updated Italian payment messages: The Italian translation for payment-related notifications has been updated. Users in Italian now see clearer and more consistent wording when processing payments and reviewing transaction references.
Added Delayed invoice payments: Zelo now includes a transfer payment option for delayed invoicing. It lets you record payments for invoices that are not yet due, giving accounting teams a clear way to track outstanding amounts. This option works within payment processing without requiring a connected payment provider.
Updated Projects and Timesheets menus: The menu order for Projects and Timesheets has been adjusted so timesheet tracking, reports, and related project options appear in a more predictable sequence. This makes it easier to navigate to the tools you need and reduces confusion when working across projects, timesheets, and reporting screens.
Fixed Payment translations: Italian payment method labels now display consistently, removing an outdated deferred-billing label so users see clearer wording when setting up payment options. This makes Italian payment settings easier to read and reduces confusion.
Improved Employees navigation: Employee-related menus have been reorganized into a clearer Employees section, keeping areas such as attendance, expenses, leave, and recruitment in a more consistent location. This makes it easier to find and manage employee workflows without changing any existing data or access rights.
Fixed Website quote defaults: A default template pointer now resolves correctly, so newly created website quotes should use the intended quote template automatically without manual correction
Updated Password security defaults: New password policies no longer require uppercase letters, numbers, or special characters by default. Administrators can still enable these requirements when stricter password rules are needed.
Updated Quotation template: The default online quotation template has been restored and its default settings refreshed. Zelo websites now include a ready-to-use quote layout, and customized templates can still be edited without losing the standard structure.
Updated Italian translations: Italian labels in sales, customer portal, and website quote screens have been refreshed for consistency. Customers now see clearer Italian wording when viewing quotations or orders, accepting them online, paying, or e-signing.
Fixed Online payment requirements: Customer-specific online payment settings now take priority over quote template defaults. This ensures website quotes request payment based on the customer’s configuration first, making payment prompts more consistent and accurate.
Fixed Italian translations: Italian labels in online quotations and order confirmation settings now display correctly, including wording for online payment, online signature, and default payment requirements for customers
Fixed Online quote payment defaults: Zelo now applies the correct default for requiring online payment or signature when customers accept a quote. The default now consistently follows the quote template, customer-specific preference, and global portal settings, so customers see the intended confirmation option instead of an incorrect one.
Fixed Italian translations: Several Italian interface texts were corrected across core, inventory, delivery, payment, and website sales screens. Users can now see clearer and more consistent labels, messages, and module descriptions in Italian.
Added Website quote confirmation: You can now choose how each customer confirms online quotes by selecting Use system defaults, Online Signature, or Online Payment. When a sale order is created for that customer, Zelo applies the selected confirmation method, allowing signature-based approval for some customers and upfront payment for others.
Added Low-stock display option: You can now choose a new inventory availability mode for your online store that shows a low-stock warning when stock falls below a threshold while still allowing customers to purchase the product. This helps you communicate limited availability without blocking sales.
Updated Helpdesk reports: Helpdesk support reports now include the full message history by default, so support teams can see the complete conversation context without extra setup. You can still disable this option in the report settings if you prefer a shorter report.
Fixed Italian translations: Italian users now see accurate wording for warehouse putaway strategies, with product placement terms displayed correctly instead of removal-related wording
Improved Login security: Zelo now applies a stricter limit to repeated failed sign-in attempts for the same IP and username. This helps prevent password-guessing attacks and protects user accounts more effectively.
Removed Web support: Zelo no longer includes the website support ticketing feature, so support tickets, SLA rules, help pages, and related portal workflows are no longer available. Related menus, settings, and email templates have also been removed to keep the system focused on core ERP workflows.
Updated Translation import: Language translation records are now checked more accurately when Zelo imports translation files. This helps ensure multilingual labels and messages are stored and displayed consistently, reducing unexpected missing or duplicated translations.
Fixed French language display: A minor correction to the French translation pack now prevents a core interface label from appearing incorrectly. French-speaking users will see more consistent and accurate wording throughout Zelo.
Updated Italian translation: The Italian language text has been refreshed so interface labels, messages, and menu items remain consistent and up to date for Italian users
Updated Italian translations: Several Italian interface messages now display correctly instead of appearing in English. Users with Italian as their interface language will see clearer wording for signup invitations, partner VAT duplicate warnings, application access labels, and document access messages.
Removed Unused translation logic: Removed an unnecessary internal check that no longer affected how Zelo processes translated text. Translations continue to appear as before, and the cleanup helps keep the system stable and easier to maintain.
Updated Italian translations: Italian labels for CRM and Mail module categories now display with the correct capitalization. This makes the Italian interface more consistent when browsing module categories.
Fixed Translation import: Translation files now import completely and keep every translated entry, including entries tied to system code values. This helps prevent missing text or language updates after refreshing translations in Zelo.
Updated Italian translations: Italian interface labels, messages, and help texts have been refreshed across accounting, CRM, point of sale, inventory, website, and related Zelo modules. This keeps the Italian UI wording consistent with current Zelo features and makes the application easier to read and use.
Updated Italian translations: Italian interface text has been refreshed across accounting, CRM, sales, inventory, and website areas. Users who work in Italian now see clearer labels, buttons, and confirmation messages throughout Zelo.
Updated Italian translations: Italian interface wording has been refreshed across many areas, including accounting, sales, inventory, and support tools. Menus, forms, reports, and messages now display clearer, more consistent text for Italian users.
Improved Test environment setup: Test database creation now displays live server logs while setup runs, making it easier to monitor progress and identify configuration issues quickly. This helps administrators and support teams resolve setup problems with less guesswork.
Updated Italian translations: Many Italian interface labels have been refreshed across manufacturing, projects, point of sale, sales, inventory, website, and helpdesk areas. Users who work in Italian will now see more consistent and natural wording in menus, buttons, settings, and informational messages. This makes Zelo easier to read and reduces mixed English text in the Italian interface.
Fixed Italian translations: Italian translation entries have been cleaned up in several areas, so users with Italian language settings see consistent labels and fewer blank or malformed text entries.
Fixed Italian translations: Several Italian labels and messages across accounting, CRM, HR, and other areas are now translated correctly, so Italian users see clearer and more consistent terminology in forms, reports, and system notifications
Updated Italian translations: Italian interface text, messages, and report labels across accounting, sales, purchasing, inventory, HR, website, and support apps are refreshed so Zelo displays more accurate wording for Italian users.
Updated Language translations: Unnecessary blank lines were removed from the Italian and French translation files. This keeps translated labels, messages, and interface text consistent and makes future language updates more reliable.
Fixed Italian e-invoice total validation: Zelo now compares imported invoice totals more accurately when withholding tax is present, so valid invoices are no longer blocked by an incorrect mismatch warning
Fixed Partner duplication: When duplicating a partner, the VAT/tax ID is no longer copied, preventing accidental duplicate VATs. If you enter a VAT that already exists on another partner, Zelo now shows a clear warning before saving.
Added Partner VAT uniqueness: Zelo now prevents saving multiple partners with the same VAT number, so duplicate tax IDs are caught immediately. This helps keep customer and supplier records accurate for invoicing and tax reporting.
Fixed Helpdesk ticket ordering: Ticket lists now use the correct default sort order, showing higher-priority tickets first and preserving the expected sequence for tickets with the same priority and name
Fixed Task list ordering: Task lists now sort tasks by priority, sequence, and creation order, so new tasks appear after older tasks instead of at the top
Improved Kanban quick add: When you quickly add a record from a Kanban view, it now appears at the bottom of the list instead of jumping to the top. This makes the new entry easier to spot and matches the expected top-to-bottom reading order.
Fixed Note list ordering: Notes now display in a consistent order when they have no custom sort position, using their creation order as a fallback
Improved Menu ordering: The order of menu items in several sales, marketing, website, and support areas has been adjusted. This makes related options easier to find and keeps navigation more consistent across Zelo.
Fixed Report background layout: Report backgrounds now render with the full image visible and repeat correctly, so printed and on-screen reports no longer show stretched or cropped background designs.
Added Report footer spacing: Paper format settings now include a footer spacing option, so users can control the space reserved for report footers in generated documents. This helps keep footer content clear and improves the layout of printed or exported reports.
Fixed Point of Sale pricing and decimal precision: Zelo now keeps decimal precision settings from being translated, preventing mismatches when precision rules are applied. Point of Sale also compares product prices using the same decimal rounding as the configured price precision, so valid order lines with decimal prices are no longer rejected or merged incorrectly.
Improved Accounting navigation: The sequence of menus, fields, and related accounting screens has been adjusted for a clearer layout. Users can now find invoices, journals, reports, and localization settings more consistently across Zelo.
Fixed Numeric field display: Decimal precision is now detected more reliably, so numeric fields show the intended number of decimal places even when precision information is incomplete. Users will see consistent values instead of unexpected rounding or display errors.
Updated Menu ordering: Sales, Purchase, and Point of Sale menus now display items in a clearer, more consistent order. The adjustment changes the sequence used by Zelo to arrange navigation entries, helping users find POS, sales, and purchasing screens faster.
Improved Support request report: The support request report now displays descriptions, timesheets, and message history with clearer spacing and page breaks. This makes printed or exported reports easier to read and less likely to cut off important support details.
Improved Helpdesk request report: The message history in helpdesk support request reports is now ordered by date, so conversations appear in the correct chronological sequence and are easier to review.
Updated Menu order: Navigation menus in the Tools area now use a consistent ordering across related sections, making it easier to find dashboards, contacts, documents, notes, and other utilities in a predictable sequence
Updated Italian and French translations: We removed outdated translation entries across many Zelo modules, helping keep localized labels, menus, and messages consistent. This cleanup supports more reliable Italian and French interface text without changing core business behavior.
Fixed Helpdesk icon: The Helpdesk module icon now displays correctly in the app list. This ensures the module is easy to recognize and visually consistent with the rest of Zelo.
Fixed Menu alignment: The main navigation menu now aligns more evenly in the side drawer and responsive top bar, so application names stay easy to read. Longer menu labels no longer push nearby items out of place.
Updated Interface translations and menu order: Some Italian labels now use the expected wording, and the Purchase and Surveys menus appear in the correct order in the main navigation. This makes the interface more consistent and easier to navigate.
Updated Main menu order: The main navigation menus now use an updated display order so core areas appear in a more consistent sequence across Zelo. Users will see familiar sections such as Sales, Inventory, Finance, and HR positioned more logically, making everyday navigation easier without any setup changes.
Improved Multilingual translations: Translated text now loads faster in Zelo, especially when switching languages or working with large amounts of translated content, because the system can locate translation records more efficiently
Added Helpdesk support request reports: Support request reports can now optionally include the full message history. This gives users a complete conversation trail when printing or exporting a request for follow-up or archiving.
Fixed Helpdesk kanban view: Support tickets in the kanban view now show the correct stage label, so teams can see the ticket’s workflow position at a glance. The card header previously displayed an unrelated priority value, but it now reflects the active support stage accurately.
Added Supplier warnings on purchase orders: Purchase order forms now display any warnings saved for the selected supplier. This helps buyers notice important partner issues before continuing with the purchase.
Added Partner warnings on invoices: When a customer with an invoice warning is selected, Zelo now shows the warning message directly on the invoice form. This makes important customer notes visible while creating invoices, including warnings inherited from a parent company.
Added Partner warnings on stock transfers: Warning messages configured for a customer or supplier now appear directly on stock transfer forms. Users can see important handling notes before processing incoming or outgoing shipments.
Added Partner warnings on sales: Zelo now shows any active partner warning on the sale order form. The warning appears above the customer field when it exists, so sales teams can see important customer notes before continuing.
Removed Translation records: Zelo no longer keeps an internal flag showing whether a translated phrase is the same as the original text. This removes unnecessary data from translation records while leaving all existing translations, languages, and translation editing features unchanged.
Fixed Default system setup: New Zelo installations now start with the correct default settings for sales, inventory, and e-commerce features. This makes fresh deployments more reliable and reduces manual configuration after the database is created.
Added Default setup: New Zelo installations now begin with a recommended configuration that enables common sales, invoicing, inventory, multi-currency, and website features, reducing manual setup before starting operations
Improved Module loading: Module startup is now streamlined by removing an outdated special-case warning, helping Zelo load standard modules more consistently and making issues easier to diagnose.
Updated Italian translations: The Italian interface texts have been refreshed across many Zelo modules, so Italian-speaking users see clearer and more consistent labels, messages, and reports. This improves readability in accounting, contacts, CRM, and other areas without changing functionality.
Fixed Helpdesk email translation: Italian support request emails now display correctly, so customers receive clear messages when tickets are assigned or closed
Fixed Helpdesk ticket messaging: Customer ticket closure emails and feedback pages now use clearer wording and corrected formatting. The closed-ticket email includes a simple feedback link, and customer ratings and comments are recorded in the ticket activity in a readable way.
Updated Maintenance email alias: The default email address for creating maintenance requests is now set to maintenance instead of the previous helpdesk address. Emails sent to the new maintenance address will automatically create maintenance requests, helping route incoming requests to the correct area.
Fixed Helpdesk email handling: Support and helpdesk email aliases are now configured correctly. The acknowledgement action is now labeled clearly and is available only for assigned tickets that are in the work-in-progress stage.
Fixed Email notification translation: Automatic notification emails now use the correct Italian text in Zelo, so followers receive clear and properly formatted messages in their selected language
Fixed Helpdesk ticket notifications: Automated support ticket email templates now render more reliably, showing a clean customer-facing message with the customer’s name and a simple sign-off. Ticket updates are easier to read and less likely to include missing or misplaced contact details.
Improved Helpdesk ticket notifications: Customers now receive clearer automatic email updates when a support request is assigned or closed, and follower changes are handled more consistently so the right people stay informed throughout the ticket lifecycle.
Updated Interface icons: The icons shown for Zelo apps, menus, and modules have been refreshed with new graphics, making it easier to recognize and navigate to the features you use.
Updated Helpdesk translations: Italian translation files for the Helpdesk module have been standardized, ensuring Italian language labels and messages load correctly for users
Fixed Helpdesk Italian translation: The Italian translation for Helpdesk has been corrected so ticket emails and support screens display accurate Italian text. Customers and support agents now see clearer wording, including updated ticket closure messages.
Added Italian translations: Zelo’s Italian language support now includes refreshed translations across accounting, inventory, sales, helpdesk, and related areas. Users can view menus, fields, and system messages in Italian with more consistent wording.
Fixed Purchase order invoice matching: Zelo now applies the correct currency rounding when matching purchase order lines to incoming invoice lines. This helps Italian electronic invoices reconcile accurately and shows a clear confirmation when every line is matched.
Fixed Helpdesk documentation: Screenshots in the helpdesk guide now display correctly because their image paths were corrected, so users can follow the illustrated steps without missing images.
Fixed Price history layout: The pricing history section now displays more clearly on product forms, with price history fields aligned in a balanced layout. Users can review list price, standard cost, and pricelist price changes without fields appearing cramped or misplaced.
Fixed Timesheet amount recalculation: Timesheet entries linked to a project and employee are now recognized correctly when Zelo recalculates their costs, so amounts update reliably even if some optional details are not filled in yet.
Fixed Timesheet task reopening: Reopening a closed task from a timesheet now returns it to a valid open project stage. This keeps task status changes reliable when projects use custom stage configurations.
Added Project task types: New projects now automatically receive a default task type named New. This helps teams start organizing work right away without needing to create a task type first.
Removed Project task default stages: The legacy default-stage option for project tasks has been removed. New project tasks now follow the standard stage workflow, and project stage settings no longer include the old default-stage behavior. This makes project stage configuration clearer and reduces confusion in task setup.
Added Translations: You can now see the module name in the translations list, helping you quickly identify which part of Zelo each translated text belongs to and manage translations more confidently
Added Helpdesk support: You can now create, assign, and track support tickets in Zelo. Requests can be submitted through a web form, moved through stages, linked to tasks and attachments, and invoiced when work is completed.
Fixed Notification emails: Automatic notification emails now display the message clearly and include relevant document details such as document type, record name, message type, and field updates when no custom message is provided
Improved Message to-read icons: Unmarked messages in discussion threads now use a clearer glasses icon, making it easier to spot items you still need to read or follow up on
Updated Star and to-do indicators: The icon used for starred or to-do messages has been replaced with a new visual symbol. This makes the marker more consistent across discussions, dashboards, and rating areas, while the way you star items for follow-up remains the same.
Fixed Default product setup: Zelo can now create the standard discount, down payment, and collection expense products even when some Italian accounting accounts or taxes are not available, so installations and updates no longer fail because of missing accounting references
Fixed Customer statement translation: The Italian text on customer account statement documents now displays the correct wording. This ensures statements are clear and professional for Italian-speaking users when viewing or exporting customer statements.
Fixed Italian e-invoice export: Zelo now checks that an invoice is validated before creating an e-invoice. This prevents unvalidated billing documents from being exported to the Italian e-invoicing service.
Fixed Italian e-invoice export: Negative-quantity invoice lines now export with the correct signs for price and quantity, and zero-total invoices no longer include incomplete payment-term details in the electronic invoice
Added Zero-total bill cancellation: Bills with a zero total can now be cancelled in Zelo, even when they are already marked as paid. This removes a previous restriction that blocked cancellation for zero-value bills, making it easier to finalize or correct zero-amount supplier bills without manual workarounds.
Fixed Invoice delivery report: The report now excludes sale order lines with no remaining quantity, so zero-quantity entries no longer appear. This keeps the invoice breakdown aligned with the actual delivered and invoiced quantities.
Fixed Default products: The standard service products for discounts, down payments, and collection expenses are now protected from being overwritten during updates. Their accounting, tax, and sales or purchase settings remain intact, especially in Italian localization setups.
Added Product creation: Zelo now includes a base product creation module that provides a standardized way to set up product records. This helps teams keep product information consistent and gives a solid foundation for building product-related workflows.
Updated Italian translations: The Italian interface text has been reviewed and refined across many Zelo areas, including website, sales, tasks, and help content. The Documentation section is now labeled Guide for clearer navigation.
Updated Italian website translations: Italian labels, prompts, and help texts across website pages, blogs, events, forms, forums, and related online features have been reviewed. Users and visitors now see clearer, more consistent Italian wording, making the website experience easier to understand and use.
Updated Italian translations: Italian interface text across sales, inventory, and website features has been reviewed and refreshed, so labels, messages, and help text now appear more consistently for Italian-speaking users
Updated Italian translation review: Sales, purchasing, projects, and related report screens now show clearer Italian labels and messages. This makes form fields, buttons, report titles, and validation messages easier to read for Italian-speaking users. The update also corrects untranslated or inconsistent wording across several common workflows.
Updated Language translations: French and Italian wording in Zelo has been reviewed and refreshed across payment, point of sale, product, and report areas. Labels related to product images on reports now use clearer, more consistent text for users in these languages.
Updated Italian translations: Italian text in Zelo has been reviewed and refined across payments and related areas, so labels, menus, and messages now appear with clearer and more consistent wording.
Updated Italian translations: Italian wording across messaging, HR, and localization screens has been reviewed and refined. Users now see clearer and more accurate translations in menus, messages, forms, and related reports.
Added Italian e-invoice defaults: New companies now automatically receive a default fiscal position and e-invoice sequence, reducing manual setup and helping Italian electronic invoices follow the expected numbering and tax rules.
Updated Italian translations: Italian interface text in HR, Fleet, Gamification, and Google integration areas of Zelo has been reviewed and corrected. Labels, help texts, and prompts now display more accurate wording, making these screens easier to read for Italian-speaking users.
Mars 2020
Updated Italian translation: Italian labels and messages across Events and related Zelo areas have been refined, so Italian-speaking users see clearer, more consistent wording in forms, buttons, and system messages
Updated Italian translations: Italian interface text was refreshed across accounting, audit, and related Zelo modules, so users see clearer and more consistent wording in menus, forms, reports, and messages.
Removed Unused support files: Zelo no longer includes unused support components related to trial and storage-limit handling, helping keep the system cleaner and reducing unnecessary complexity
Improved Product image report settings: The configuration options for product images on reports are now better aligned and easier to read, helping you set defaults for invoices, sales orders, and pickings without confusion. This makes it simpler to control which product image, image size, and sequence appear on printed or exported documents.
Updated Developer mode links: Developer and debug shortcuts are no longer shown in the main dashboard and user menu. This keeps the Zelo interface focused on normal business tasks and reduces the chance of users opening technical areas by mistake.
Fixed Upgrade process: Upgrades now complete successfully when no databases are present, instead of stopping with an error. The system safely skips database updates and continues through the upgrade steps.
Updated Product attribute images: Unused sample images were removed from the product attribute image feature. This keeps the image options for online product attribute values clean and easier to maintain.
Fixed Translation import validation: A missing translation import template was restored. This helps Zelo verify that localized text imports correctly, reducing the chance of missing or inconsistent translations in the user interface.
Fixed Italian e-invoice attachments: The attachment form for outgoing Italian e-invoices now opens without an error. The related invoices are also displayed correctly in the attachment view.
Added Local database backup: You can now create a local database backup directly from the Zelo maintenance console. The backup is saved as a timestamped dump file, and you can choose a compression level to balance backup speed and file size.
Updated Database startup: The Zelo shell no longer creates a missing database automatically when you start a session. This helps prevent accidental empty databases and ensures you work only with databases that have already been set up.
Removed Online helpdesk translations: Accidental duplicate language files were removed from the support ticket portal. This keeps the translation catalog clean so customers continue to see correctly translated ticket pages and confirmation emails.
Updated Language export: The language export dialog now defaults to a compressed archive of translation files, and the module selection clearly explains that leaving it empty exports all installed modules. This makes it easier to prepare complete translation packages while still allowing exports to CSV or PO files when needed.
Improved Translation loading: Zelo now checks both region-specific and general language translation files before displaying the interface. This helps ensure translated labels, buttons, and messages load correctly for users in different locales.
Added Italian translations: Italian language support has been expanded across Zelo modules, so menus, fields, labels, reports, and messages in accounting, payments, and related areas now display in Italian. Translation files are now integrated directly with each module, giving customers a more consistent localized experience.
Removed Unused translation files: We removed leftover translation files that were no longer needed for inventory availability views and messages. This tidy-up reduces clutter in Zelo’s language resources and helps keep translations consistent for stock availability information.
Fixed Email message references: Zelo now uses updated internal email identifiers for message references. Incoming replies and notifications are therefore matched to the correct record more reliably.
Updated Email message handling: Email message identifiers now use Zelo-specific formatting, keeping reply threads, incoming email processing, and sender notifications consistent. This helps email features continue to work reliably without changing how users send or receive messages.
Fixed Catch-all email sender: Outgoing emails now safely fall back to the normal sender when the catch-all domain or alias is not fully configured, preventing invalid sender addresses and failed email sends
Added Website support tickets: You can now schedule and track follow-up activities directly on website support tickets. Activities appear in the ticket’s activity panel, helping your team assign owners, set due dates, and stay on top of pending support follow-ups.
Fixed Outgoing email sender display: When Zelo is configured to send messages from a shared catch-all sender address, outgoing emails now show the responsible user’s name before that address. This makes it clearer to recipients who sent the message while still using the company’s standard sender address.
Updated Outgoing email sender: Outgoing emails generated by Zelo now use the configured catchall email address as the sender instead of the original sender address, giving recipients a consistent and recognizable source for system messages.
Fixed Support timesheet report: The generated support tech report now presents day-by-day technician productivity more reliably. Users can review tickets, tasks, recorded hours, and customer names in a consistent, readable table layout.
Updated Internal cleanup: Zelo now removes unused backup copies of the Aged Partner Balance report options and user email preference settings, helping keep upgrades cleaner and reducing the chance that outdated screens interfere with current behavior. This is a maintenance change and does not affect normal report or user settings.
Updated Email tracking: Zelo now generates unique email tracking references with its own identifier, producing consistent message IDs for threaded communications
Fixed Form view field handling: Zelo now safely handles form updates when a changed field is not available in the current view, preventing unexpected errors while opening or editing records
Updated Support ticket timesheets: Timesheet lines on website support tickets now display the employee instead of the system user, making it clearer which Zelo team member logged the time.
Fixed Accounting entry updates: Saving invoice or journal entry lines no longer triggers unnecessary checks for empty or unchanged values. This makes accounting entries update more reliably and prevents false errors when editing line items in Zelo.
Fixed Bank receipt accounting entries: When Zelo generates entries for unresolved bank receipt items, certain internal accounting lines are now left without a partner. This keeps partner balances and reports accurate for Italian bank receipt processing.
Fixed Bank receipt accounting entries: Zelo now leaves the partner field empty on certain internal accounting lines created for Italian bank receipt settlements, keeping entries and partner-related reports cleaner.
Updated Partner VAT validation: VAT number validation for customers and suppliers has been refined so country-specific checks and the EU VAT service check continue to work reliably. You can still enter VAT numbers on partner records and Zelo will validate them using the available country rules.
Fixed Warehouse screen: The warehouse configuration form now displays its fields, buttons, and sections in the correct layout, so users can open, review, and edit warehouse settings without missing or misplaced elements
Updated Holiday payslip status: The payslip status toggle is now hidden from holiday allocation and request list views, giving managers a cleaner screen while payroll reporting information remains handled separately
Updated Italian project translations: Italian labels in project screens and related manufacturing work center loss reasons are now clearer and more consistent. Users can read days-to-deadline labels and loss reasons in Italian with less ambiguity.
Updated Italian leaves translations: Italian labels in the employee leaves area now use clearer wording for allocations, approvals, limits, and double validation, making leave setup and requests easier to read
Updated Italian translations: Warehouse and live chat labels now use clearer Italian wording, making default chat messages and grouped transfer actions easier to understand in the Italian interface
Fixed PDF document setup: Zelo now installs the required PDF rendering component more reliably during setup. This helps ensure documents such as invoices, reports, and labels generate correctly when requested.
Fixed PDF generation: The PDF conversion component now upgrades more reliably. Documents such as invoices and reports will continue to generate correctly after system updates.
Updated Core maintenance: Internal references and default settings were cleaned up across messaging, website form protection, and system configuration. This helps Zelo run more consistently without changing everyday workflows.
Updated Quality checks: Automated checks for related record lists were refreshed to align with the latest Zelo framework. This helps ensure that list-based fields continue to behave reliably across updates.
Updated Italian translations: Interface text in Italian has been reviewed and refreshed. Names for work calendars, work schedule entries, and link tracking channels can now be translated, helping Italian users see clearer and more consistent wording across Zelo.
Updated PDF generation: Zelo now uses an updated PDF rendering component, helping invoices, reports, and other generated documents continue to display and print reliably. This improves consistency for PDF output across supported Zelo environments.
Added Audit logging and internal report cleanup: Zelo now records a detailed audit trail of user activity and data changes, helping administrators review who made changes and when. Internal report layouts no longer display QR codes, keeping internal documents cleaner.
Updated Core maintenance: Zelo’s core runtime and module-loading components were refactored to use consistent Zelo naming. This internal cleanup helps keep the system stable and easier to extend, with no visible changes to daily workflows.
Fixed Project favorites display: The favorite status on projects now calculates correctly for each user, so favorite indicators in project lists and views reflect actual user preferences.
Removed Sample project: Zelo no longer creates the built-in “Start here” sample project, its demo stages, and example tasks. Your project lists will now start empty and show only the projects your team creates, making it easier to find real work. If a sample project already exists, you can archive it manually.
Fixed System upgrade: Upgrades now continue smoothly even when an older project task stage setup is not present in the database, helping administrators update Zelo without the process stopping while cleaning up legacy project settings.
Fixed Italian VAT registries: Registry calculations no longer fail when an invoice or journal line includes multiple taxes. Each tax is now processed separately so taxable base and VAT amounts appear in the correct registry rows.
Improved Upgrade process: Zelo upgrades now apply the main system update first, then handle module removal and restoration in a safer order, helping upgrades complete more reliably
Fixed Database upgrade process: Zelo now records the databases present before a version upgrade and upgrades exactly those databases, so installations with multiple databases upgrade more reliably and the system restarts correctly afterward.
Updated Project task defaults: A background validation for default project stages was temporarily disabled while the related feature is being retired, so project task creation and stage setup continue to work smoothly.
Improved Service product form: Service product settings are now grouped into clearer sections, making it easier to configure billing and tracking options for timesheet services. The project selection now appears only when required, reducing confusion while setting up time-based services.
Removed Default task stage: The built-in default stage option for project tasks has been removed. Users now need to choose a task stage explicitly when creating or updating tasks, giving clearer control over task workflow.
Removed Default task stage: The optional default task stage option has been removed from project settings. Zelo now uses the standard project stage configuration for new tasks, and upgrades will automatically clean up the old option.
Removed Product attribute image tests: A broken automated check for product detail attribute images on the website was removed. Customers can still view attribute images on product pages as before, and this cleanup helps keep the feature reliable.
Added Field relationship details: The model configuration screens now display the related model and related field for relationship-based fields. This helps administrators verify how records are connected and troubleshoot integration or customization issues.
Added Automated field updates: Zelo can now recalculate dependent fields after multiple changes are made at once, keeping forms and records more consistent. This helps prevent mismatched or outdated values when several related fields are updated together.
Updated Project task stages: We cleaned up the documentation for the closed task stage option. Project managers can still mark task stages as closed from Project configuration, with no change to behavior.
Updated Menu ordering: Application menus now sort alphabetically by their display names, with manual sequence values used only as a secondary sort. This makes navigation more predictable and easier to scan.
Added Product brand management: You can now create product brands, assign them to products, and track sales and invoices by brand. Website visitors can also browse and filter products by brand on your Zelo website.
Added Product attribute images: You can now attach images to product attribute values, such as colors or sizes, in Zelo. These images appear on the online store product page so customers can visually compare variants before adding an item to their cart.
Fixed Customer portal order history: The My Orders page no longer redirects to the quote view when a customer opens their order history. Customers can now access their orders directly, with quote links available separately when needed.
Removed Website sales address country: The online checkout address form no longer automatically fills in the company’s country, allowing customers to choose or enter the correct country for each order. This helps avoid incorrect country defaults when selling to customers in multiple countries.
Fixed Record search: Zelo searches that include name-based results now correctly apply result limits, so lists and selection menus show the expected number of records instead of extra or missing matches
Improved Bank reconciliation: The reconciliation search now also matches partner names, and the screen shows 15 matching journal lines by default so you can review more items without reloading.
Improved Reconciliation search: The reconciliation search now accepts multiple space-separated terms and returns entries that match every term. It also checks account names and codes in addition to journal names, references, due dates, and line descriptions.
Added Online order identification: Sale orders created from the Zelo online store now receive an automatic note in their activity feed, helping staff quickly recognize which orders originated as web shopping carts
Fixed Product page attachments: Product detail pages on the Zelo website now list only genuine uploaded files with filenames, so customers see relevant attachments such as datasheets instead of empty or non-file records
Added Extended record search: When selecting a linked record, Zelo can now search additional configured fields in addition to the main name. This makes it easier to find related records by details beyond their primary display name.
Updated Delivery note numbering: The default numbering rules for delivery notes have been refreshed. When Zelo assigns a delivery note number, it now follows the current sequence format, and cancelled delivery notes continue to restore their original names.
Improved Default color palette: The default colors used for tags, kanban records, and other UI elements have been refreshed. You now get a more vibrant and consistent palette, making colored labels and records easier to distinguish at a glance.
Improved Invoice display: The invoice form now hides a duplicated analytics tags field for a cleaner layout. Users can still assign analytics tags using the main analytics tags field.
Removed Support ticket SLA response category: The legacy SLA response category field has been removed from support tickets. Tickets now use the active SLA rule to determine countdown behavior, so response timers and alerts continue to work without the older category setting.
Removed Support SLA settings: The outdated category response times option is no longer shown when configuring support service level agreements. You can continue using SLA rules to set response time targets based on ticket criteria, which keeps the configuration screen cleaner and prevents duplicate settings.
Fixed Bulk editing templates: The field list is now disabled until a document type is selected, preventing users from adding fields to a template before choosing which records it will apply to. This makes mass editing setup clearer and helps avoid invalid field configurations.
Updated System upgrades: The automatic update process no longer includes a temporary step that uninstalled a set of transitional modules. This makes maintenance upgrades more predictable and helps prevent optional features from being removed unexpectedly.
Fixed Leave timesheet task setup: Zelo now gives each company’s automatic leave timesheet task a unique company-specific task code. This avoids duplicate task codes across companies and helps timesheet entries stay correctly linked and reportable.
Added Journal entries print report: You can now generate a printable report for journal entries. The report displays the company, entry number, journal, date, partner, individual line items, and total debit and credit amounts, helping you review and share accounting entries more easily.
Fixed Version display: Zelo now displays release version information more accurately. Final releases are labeled clearly, and empty version parts are omitted for a cleaner version label.
Updated Italian settings translations: Decimal Precision usage names and related setting labels now translate correctly in Italian, so users can configure number precision, report formats, meeting types, email templates, and planners in their preferred language
Updated Italian translation: Italian interface text has been refined across several areas, including the help desk. Users will now see clearer, more consistent wording in menus, labels, and messages, making Zelo easier to read and use in Italian.
Fixed Default numbering: Default number sequences for tasks, warehouse operations, and related documents now generate cleaner codes with the correct digit length and year-based prefixes. This makes newly created records easier to identify and keeps numbering consistent across Zelo.
Updated HR translations: Italian HR wording is clearer and more consistent across key screens. Contract type names can now be translated, and messages for attendance check-ins/check-outs and holiday allocation requests are refined for Italian users.
Updated Italian customer relationship wording: Italian translations for CRM screens have been refined. Users working in Italian now see clearer, more consistent labels, prompts, and status messages when creating, updating, or reviewing customer records and activities.
Updated Italian translations: The Italian language pack now covers accounting configuration and Intrastat reporting labels, so users can read and work with those Zelo screens in Italian. This improves consistency when configuring accounting-related settings and reviewing Intrastat report data.
Updated Responsive web menu: The web client’s responsive navigation was refined so the side menu behaves consistently across different screen sizes and devices
Added Global search: You can now find technical record identifiers in global search results. This makes it easier to locate and reference saved system items across Zelo without navigating through multiple menus.
Updated Menu management: Menu entries now display a reference identifier in the edit form and list view, helping administrators identify menus when configuring or integrating Zelo. Menus are now sorted first by sequence value and then by name, so the intended menu order is easier to manage.
Fixed Customer invoice shortcut: The invoice button on a customer record now shows the correct set of customer invoices and refunds, excluding draft and canceled records
Added Italian accounting translations: Zelo now displays more Italian text in accounting areas, including journal report titles. Journal reports now show the journal name in a clearer format. This helps Italian-speaking users read financial reports and journal entries without relying on English text.
Fixed Grouped list view footer alignment: The footer row in grouped list views now aligns correctly with the columns, so totals and labels display properly when records are grouped.
Fixed Timesheet end date calculation: Timesheets now calculate their end time only when a start date and time are provided. This prevents errors and incorrect end times when the start information is incomplete.
Updated Menu import checks: Import validation for menu items now expects the current top-level Applications navigation label. This keeps imported menu items consistent with the latest menu structure and naming in Zelo.
Updated Point of Sale tax rounding: Point of Sale now follows the updated default tax rounding method, so tax amounts on sale lines are rounded consistently before order totals are calculated, helping keep POS receipts and accounting records aligned.
Improved Italian e-invoice import: Rounding lines in incoming electronic invoices are now handled more consistently during import, so invoice totals and VAT amounts are less likely to show small discrepancies. This makes imported supplier invoices easier to review and approve.
Updated Tax calculations: Tax amounts now follow the updated rounding defaults, keeping calculated tax totals consistent on invoices and accounting entries. This helps ensure the tax values users see remain reliable after the rounding behavior change.
Fixed Invoice withholding tax calculation: Withholding tax amounts on invoices now update correctly when the invoice total changes, keeping Italian tax calculations and invoice totals accurate
Updated Performance validation: The automated performance checks for grouped report data were refreshed to match current reporting behavior. This helps ensure grouped summaries and totals remain consistent as Zelo evolves.
Updated Form field update checks: Automated checks for form field updates now account for standard audit fields, such as who last changed a record and when. This helps ensure Zelo records behave consistently when values are recalculated.
Updated Date grouping: Grouping records by month now displays month groups in a consistent year/month format, and empty date groups continue to be counted correctly in report totals.
Updated Timesheet calendar: Quick create is no longer shown in calendar views. Timesheet entries now recalculate their end time automatically when the start time or duration changes, so calendar durations display more accurately.
Fixed Quality checks: Automated checks now identify the correct Zelo modules, so updates are validated more reliably. This helps reduce the chance of missed issues before a release reaches you.
Fixed Automated test runs: Automated test runs now locate the correct application modules, reducing false failures during quality checks. This helps Zelo updates reach customers with better reliability.
Updated App icons: The small icons shown for several Zelo apps now display reliably in the app list after their image files were refreshed and made properly accessible
Improved Session persistence: Login sessions are now handled more reliably when the session database is temporarily unavailable or needs to be initialized. Zelo can recover from certain connection issues more gracefully, reducing unexpected errors while users are signed in.
Updated Module preloading: Zelo now uses its own startup option to decide whether to load application modules early when the server starts, giving administrators clearer control over early module loading.
Removed Legacy session support: Zelo no longer automatically converts old session types during login. Sessions are now validated using the current secure session token only, making sign-in behavior more consistent for all users.
Updated Session management: Zelo’s web session handling now uses a clearer user session model. This helps keep your login state and session data more consistent across requests.
Updated System maintenance: Zelo’s underlying code was reformatted across accounting, reporting, and related areas to keep the system consistent. This is a behind-the-scenes change that helps future updates run smoothly without changing how your data or workflows behave.
Fixed Parallel testing: The parallel test runner now points to the correct module location, so automated quality checks can more reliably validate Zelo modules before updates are released
Updated Interface icons: Zelo’s application and menu icons have been refreshed. The updated visuals make modules, dashboards, and navigation menus easier to recognize throughout the system.
Fixed List view footer text color: Footer text in list views now displays with the correct color, making totals and footer labels easier to read and visually consistent.
Updated Decimal display defaults: Numeric fields now show up to eight decimal places by default instead of two, unless a specific decimal precision has been configured for that field. This gives customers more detailed values in forms, lists, and reports while still allowing administrators to adjust precision for prices, quantities, or other numeric fields.
Added Italian e-invoice import: Zelo now adds an automatic rounding adjustment line when importing incoming Italian electronic invoices, so the invoice total matches the e-invoice total even when small rounding differences occur. This helps keep imported invoices accurate without manual correction.
Updated Invoice labels: Invoice screens now show clear section labels for taxes and payment totals, making it easier to review amounts and outstanding credits at a glance
Fixed Fiscal year settings: The fiscal year settings screen now renders with the correct layout, so you can clearly set the fiscal year end date and lock date used for period locking and automatic opening entries
Février 2020
Added Invoice journal items: Invoices now display the journal items linked to their automatically generated accounting entry, so you can review the underlying debit and credit lines directly from the invoice form. This makes it easier to trace how invoice amounts were posted to the accounting ledger.
Added Accounting labels: Names for accounting tags, and names and descriptions for reverse charge types, can now be translated. This makes these accounting settings easier to read for teams using Zelo in multiple languages.
Updated Tax calculation: New companies now default to rounding taxes on the invoice total instead of each line, helping keep tax amounts and invoice totals more consistent
Added Italian e-invoicing documentation: Zelo now includes the official e-invoice validation checklist. Teams can review required controls before sending, reducing submission errors and speeding up approvals.
Updated Fiscal document type names: The names of Italian fiscal document types have been refreshed with clearer capitalization and consistent wording, making invoice, credit note, debit note, and simplified document options easier to recognize when creating sales or purchase documents in Zelo.
Updated Session identifier: Zelo now uses a consistent internal session identifier for web requests. This keeps user sessions properly recognized when the system passes information between its web components. Normal sign-in and day-to-day use are unaffected.
Added Search result grouping: Global search now offers a Group By option that organizes results by the type of record being searched. This makes it easier to review matches across different Zelo modules at a glance.
Fixed Interface alignment: Channel names now display with a clearer label and more consistent spacing. The accounting dashboard setup bar is also better aligned for a cleaner look.
Fixed Partner Italian bank receipt settings: The Italian bank receipt section on partner records now appears in the correct place on the form, so accounting and sales users can view and edit the setting without the section label or layout breaking.
Added Style name translation: Product style names can now be translated for multilingual storefronts, so visitors see style names in their selected website language.
Improved Kanban view: Kanban columns now have a subtle background tint, making grouped records easier to distinguish. This improves visual clarity while keeping the interface clean and readable.
Fixed Form view alignment: Labels, fields, and buttons in record forms now line up consistently with even spacing. This makes record pages look cleaner and easier to read, especially when forms contain many fields.
Deprecated Partner support details: The legacy support team field has been hidden from customer and partner records, keeping the support section focused on current options. Existing data remains available to administrators and is not lost.
Improved Customer credit limits: The customer form now groups credit-limit warning settings under a clear Credit limit section, making it easier to locate and adjust debt thresholds used for sales notifications.
Updated Module loading: Zelo now initializes its modules with a cleaner internal process, making startup and module updates more consistent. Detailed system logs also record database activity more reliably when troubleshooting is enabled.
Improved Product commission option: The “Free of commission” setting now appears at the end of the product form, making it easier to review commission-related options when configuring a product for sale
Fixed Product category names: The full category path is now generated in real time, so product category names appear correctly translated for every user language, including parent and child categories.
Updated Report QR code placement: QR codes on internal reports now appear in the footer, giving reports a cleaner layout and making the code easier to scan
Fixed Translation export: Translation exports now include entries where the source and translated text are identical, ensuring complete translation files for supported languages
Updated Italian translation: The Italian language pack in Zelo has been completed for many screens, including payment and accounting labels, so users see translated text instead of missing English strings
Updated System versioning: Zelo’s module versions were refreshed to keep all ERP components aligned, making it easier for administrators to track updates and ensure reliable compatibility.
Updated Italian e-invoice export: The Italian e-invoice export has been reviewed and lightly refined for related-document handling. This helps outgoing invoices remain accurate when they reference earlier invoices, credit notes, or other linked documents.
Updated Italian e-invoice export: The e-invoice export process has been refined so the generated XML file is saved and linked to the invoice more consistently, making it easier to keep the official e-invoice attachment attached to the correct invoice.
Added Italian translations: Additional Italian text is now available across Zelo screens and messages. This helps Italian-speaking users see more complete and consistent translations in forms, settings, and system prompts.
Updated Italian translation: Zelo’s Italian interface now includes additional translated labels, module descriptions, and help messages, making menus, settings, and explanations easier to read for Italian-speaking users.
Updated Italian e-invoicing: Zelo now prepares Italian electronic invoice exports with more consistent VAT and fiscal code details for customers, tax representatives, and intermediaries, helping files meet current e-invoicing requirements
Updated Italian translations: Zelo’s Italian language pack now includes additional translated labels and messages. Italian-speaking users will see clearer interface text across forms, menus, and system notifications.
Added Italian translations: Many Italian interface labels and messages now display correctly in Zelo, helping Italian-speaking users work more comfortably across forms, reports, and menus.
Updated Italian e-invoice export: The preparation of outgoing Italian electronic invoices has been streamlined for more consistent XML generation and attachment handling. This keeps the existing export options while making invoice creation more reliable when company or partner tax details are involved.
Updated Italian translations: The Italian interface now includes additional translated labels across invoices, reports, sales, and website screens. This reduces English text in menus, forms, and generated documents for a more complete Italian experience.
Updated Italian translations: Many previously untranslated interface labels, field names, and system messages are now available in Italian. Italian users now see more consistent wording across Zelo screens, forms, and reports.
Added Italian translations: More Italian interface text has been translated, so menus, forms, and module descriptions now display in Italian more consistently for users working in Zelo.
Added Italian translations: Additional Italian translations are now available for module descriptions and interface labels. Italian users can now read more of Zelo in their language.
Updated Italian translations: The Italian language pack now contains completed and refreshed translations for menus, labels, reports, and module descriptions. Italian users will see accurate Zelo wording instead of missing or inconsistent English text in supported screens. The update improves readability without changing business data or workflows.
Updated Italian language: The Italian interface now includes refreshed translations for menus, labels, reports, and messages across many Zelo areas. This helps Italian-speaking users read and use the system more clearly without switching languages.
Updated Website field placeholders: The example text shown in the Website fields on company and partner records now uses a Zelo sample address. This makes the forms feel more consistent with Zelo while users enter or update a company, customer, or contact website.
Added Italian e-invoicing document types: Zelo now includes the self-invoice (autofattura) document type for Italian e-invoicing. Users can select this option when preparing or sending electronic invoices that must use the autofattura format.
Updated Branding cleanup: Help texts, translated interface strings, and wizard messages no longer reference the previous platform name, keeping menus, dialogs, and configuration assistants consistently branded as Zelo
Updated Interface wording: Zelo now consistently uses its own name in menus, help texts, and configuration guides, replacing leftover references to another system. This makes the interface clearer and reinforces the Zelo brand.
Updated Interface wording: Zelo now displays consistent, product-neutral wording in menus, help messages, and common settings screens, making the interface clearer and reinforcing the Zelo brand throughout the system
Fixed Documentation: The documentation module now loads correctly when activity board features are used, preventing missing activity-related pages or errors.
Fixed Upgrade module cleanup: Zelo upgrades now safely handle application module removal even when a module has already been uninstalled, preventing upgrade interruptions and keeping system maintenance smooth
Improved Upgrade validation: The upgrade test now prepares the system and stops necessary system components before applying the selected version. This makes upgrade checks more consistent and helps catch issues before they affect your Zelo environment.
Fixed Translated record export: Translated records now export accurately by matching each translation to the correct underlying record, so multilingual data is preserved when you export it from Zelo
Added Translation records: Translation entries now include an additional reference field that automatically captures useful details such as the translated item, screen, and content type, helping administrators identify and manage translations more easily
Improved System setup: Zelo now refreshes and safely upgrades required server packages during setup. This helps keep the environment current and reduces the chance of setup issues caused by outdated system components.
Improved Global search summaries: Search results now display shorter, more relevant excerpts focused on the terms you searched for, including a record reference. This makes it easier to identify the right item quickly.
Improved Global search: The quick search bar is now more compact, taking up less space on screen while still letting you search across Zelo instantly.
Fixed Module path configuration: Zelo now uses a cleaner module search path, removing an obsolete active module location. This helps the system load the intended modules and translations consistently, reducing the chance of duplicate or outdated modules appearing during installation or updates.
Updated Module structure: All Zelo modules are now organized in a central add-on area. This helps keep updates, availability, and installation behavior consistent across the system.
Updated Upgrade testing: The upgrade validation now targets the latest Zelo release and prepares the test environment more thoroughly, giving customers greater confidence that upgrades are ready for production use
Fixed Italian e-invoicing export: Electronic invoices for Italian public-sector transactions now generate with the correct FatturaPA XML structure, so files are more likely to pass validation and be accepted by the Italian e-invoicing platform
Fixed Italian e-invoice import: Imported electronic invoice XML files now process blank or whitespace-only text fields more reliably. Zelo preserves the intended XML structure, so supplier invoices import successfully with their original line details intact.
Fixed Italian e-invoice XML: Zelo now builds FatturaPA v1.2 invoice files using the official schema definitions. This helps generated XML files validate correctly and match the expected Italian e-invoice format.
Updated Italian e-invoicing: Zelo now uses the latest FatturaPA e-invoice format support, so Italian electronic invoices are built, validated, and exchanged more reliably against the current 1.2 requirements.
Fixed Project planner introduction: The welcome screen in the Zelo Project planner now displays its guidance text and formatting correctly, so teams can start onboarding without missing or broken content
Fixed Google Calendar settings: The Google Calendar setup screen now displays its Client ID and Client Secret fields correctly, so users can configure the calendar connection without the settings page appearing broken or inaccessible
Fixed Google Calendar settings: The Google Calendar configuration page now displays correctly, allowing administrators to enter connection details and enable the integration without layout issues.
Removed Unneeded backup files: Zelo no longer includes unnecessary duplicate backup copies left behind in the system. This cleanup reduces clutter and helps keep the application easier to maintain without affecting normal business workflows.
Updated Aged Partner Balance report: The report options now use consistent Zelo wording when explaining how receivable aging intervals are calculated, making the report easier to understand
Fixed Activity board icon: The activity board icon is now restored in the application list, making the module easier to recognize. This helps customers quickly find and open the activity tracking feature.
Fixed Document page menu creation: A corrected validation now ensures document page menus in Zelo are assigned the expected menu title, helping keep menu setup reliable.
Updated Interface wording: Helper labels and settings descriptions across accounting, scheduling, CRM, email, point of sale, products, projects, purchasing, and inventory now use clearer Zelo wording. This makes on-screen guidance and configuration options easier to understand while completing everyday tasks.
Updated User interface wording: The wording of buttons, labels, and messages has been reviewed, so screens and prompts are clearer and more consistent throughout Zelo
Updated Italian documentation: The Italian help guides were refreshed with current screenshots and clearer instructions for sales orders, billing, cash controls, and customer comments, making it easier to follow common workflows in Zelo
Updated Interface text: Several on-screen labels and messages across Zelo have been polished for clearer wording. This makes common screens, settings, and notifications easier to read without changing how they work. It helps you navigate tasks with more consistent and friendly language.
Updated System maintenance: Core screen and report definitions were aligned with Zelo’s standard configuration format, improving long-term stability for accounting, website, and support features.
Updated Facebook lead import and portal: Internal maintenance was applied to the Facebook lead import field mapping and portal handling. This helps imported leads stay aligned with the correct CRM fields and keeps customer portal behavior stable.
Fixed Purchase invoice line matching: Zelo now rounds calculated line totals to the currency’s standard decimal precision before matching purchase order lines with incoming invoice lines. This helps valid invoice lines match correctly even when small rounding differences would previously prevent the match.
Fixed Documentation access: Documentation records are now only available to internal users, preventing external users from viewing or changing them
Removed Point of Sale settings: The Pricelists shortcut has been hidden from the POS configuration page. This keeps the settings screen cleaner while still allowing a default pricelist to be selected directly in the same field.
Fixed Picking cancellation lot handling: Cancelling a picking now correctly restores stock to the original lot or serial number, keeping tracked inventory quantities accurate when operations are reversed.
Updated In-app documentation: The documentation area has been cleaned and standardized, keeping Zelo’s built-in help pages organized and easier to maintain. This helps ensure the guidance you see stays consistent across the system.
Updated Website modules: The website-related capabilities in Zelo were reviewed and standardized for online stores, forms, events, and public pages. This helps keep the customer-facing website experience more consistent and easier to manage.
Updated Module definitions: The Point of Sale debranding and support ticket badge modules now use the current module definition format, so Zelo can recognize their configuration, dependencies, and installation details more consistently. This keeps these areas easier to maintain without changing how customers use them.
Fixed In-app documentation links: Help links in activities, calendar, messaging, live chat, notes, timesheets, and mass mailing now open the correct Zelo documentation pages, making it easier to find accurate guidance directly from the relevant workspace.
Added Bulk deletion of inventory transfers: You can now select multiple draft or cancelled inventory transfers and delete them in one action. Zelo cancels and removes the related stock move lines for each transfer, while confirmed or done transfers remain protected from deletion.
Fixed Sales order scheduling: Schedule date checks for sales orders with manufacturing lead times now allow a small timing tolerance. This helps ensure picking and manufacturing start dates are verified more reliably when minor timing differences occur.
Updated Module documentation: We reviewed and tidied the module descriptions, dependency settings, and in-app help files across sales, inventory, and interface modules, so Zelo presents clearer, more consistent information when you browse or activate modules.
Updated PDF report settings: The documentation for custom paper-format PDF options is now clearer, so administrators can better control how reports are converted to PDF. This helps preserve layouts for layout-sensitive documents such as checks and official forms.
Updated Intrastat reporting: The Intrastat reporting feature description has been simplified. It now clearly states that Zelo provides reports for goods traded between European Union countries.
Updated Project ratings: The project ratings feature now has a clearer, more concise description of its purpose. Customers can rate projects in Zelo, making the feature’s capabilities easier to understand.
Updated Customer ratings: The rating module now shows a clearer description of its purpose, helping users understand that customers can provide ratings within Zelo
Updated Purchase agreements: The Purchase Agreements feature now has a clearer overview explaining that it supports calls for tenders and blanket orders with vendors.
Updated Purchase and manufacturing setup: The purchase-manufacturing connection is now described more clearly, so users know Zelo can install purchasing and production together and track production orders generated from purchase orders.
Updated Purchase module: The Purchase module now includes a clearer feature overview. It explains how Zelo can automate requisition-to-pay and control invoicing with Supply Chain features.
Updated Report attachment previews: The description for previewing reports and PDF attachments has been cleaned up for clarity. Users can still open supported reports and PDF attachments in a new browser tab instead of downloading them.
Updated Time tracking: The time tracking documentation has been refreshed to better explain how users can start and stop work, select related tasks, and calculate duration automatically. This makes it easier to record project time accurately in Zelo.
Updated Timesheet holiday integration: The description for the timesheet-and-holidays integration was simplified to better explain how employee leaves can be automatically logged as timesheets. No functional behavior was changed.
Updated Project timeline dependencies: The timeline view has been refreshed so task dependency arrows display more consistently, helping users see how related tasks connect while planning project work
Updated Project timeline timesheets: The add-on that displays timesheet-based task progress on project timelines now has clearer module details, making it easier to recognize the feature and understand how progress appears in the timeline view
Updated Project timeline critical path: We refreshed the Project Timeline Critical Path add-on by removing outdated documentation and updating its module details, so the critical-path highlighting for key task dependencies remains clear and easy to use in the project timeline.
Updated Project timeline view: The project timeline feature now has clearer in-product documentation and an updated feature description. Users can open the timeline for tasks and projects from Project > Search > Tasks or Project > Dashboard by selecting the clock icon, giving a visual overview of scheduled work.
Updated Project task reports: The task reporting feature now has clearer documentation and a concise description. This helps users understand the available report options for task details and task activity messages in Project Management.
Updated Task material tracking: The guidance for recording materials used on project tasks was refreshed, making it easier to understand how consumed products, stock movements, and task costs are captured when tasks move through configured stages.
Updated Task material tracking: The description of task material tracking was refreshed to better explain what users can do. You can record the products and quantities used on a project task, while Zelo does not create stock movements or accounting entries.
Updated Task dependencies: The task dependency feature now has a clearer description, making it easier for teams to understand how project tasks can be linked to other tasks and tracked as prerequisites.
Updated Project task default stages: Zelo now includes clearer information for the project task default stage feature, helping administrators see how new tasks can be assigned to predefined stages. This makes project setup more transparent without changing how tasks work.
Updated Project task codes: The task code feature now has clearer guidance in Zelo, explaining how new and duplicated tasks receive unique sequential codes and how administrators can adjust the task code sequence in settings
Updated Project task stages: The closed-stage option was cleaned up and documented more clearly. Managers can still mark task stages as closed in project settings, making it easier to identify finished or inactive stages.
Updated Project descriptions: The project description feature now has clearer documentation. It explains how to add a project description and use the Search Description option to find projects by description text.
Updated Mass editing guide: The help guide for mass editing now displays its instructional screenshots correctly, so the setup steps are easier to follow. This makes it simpler to configure fields, open the mass editing action, and set or remove values on multiple records at once.
Updated Project app: The Project app now displays a clear description in the application list, and its documentation has been reorganized. This makes it easier to understand what the app does and where to find current guidance.
Updated Profiler module: The Profiler module now has a clearer description in Zelo, explaining that it provides performance profiling for Python processing and PostgreSQL query logging, accessible from the admin menu.
Updated Price list printing: The price list printing option has been streamlined so you can still print price lists directly from the Sales menu, from selected products or product variants, and from customer records. This cleanup keeps the printing experience consistent and easier to maintain across Zelo.
Updated Product margin reporting: The product margin reporting area has been tidied with a clearer description of its capabilities. It still lets you review sales, purchases, margins, and related indicators based on invoices.
Updated Product report images: The product image report feature was cleaned up to remove unnecessary supporting files, while product images and line sequence numbers continue to appear on sale order, delivery order, and invoice reports
Updated Product costing: The product extension now more clearly explains how to calculate standard prices from a product’s bill of materials and work centers, and when accounting entries are created. This makes the costing feature easier to understand and use.
Updated Product expiry module: The Product Expiry module now has a clearer overview. It explains that Zelo can track end-of-life, best-before, removal, and alert dates, and supports First Expiry First Out removal for perishable products.
Updated Product email templates: The product email template description was clarified to explain that products can be linked to email templates that are sent automatically when an invoice is confirmed
Updated Product barcode details: The product barcode feature now has clearer module information, explaining that it generates standard EAN-13 barcodes and can print product variant names and prices on labels. This makes it easier to understand what the feature supports before using it in Zelo.
Updated Product module overview: The Product module now displays a concise overview of its core capabilities, making it easier to understand that it supports products, pricelists, variants, pricing rules, units of measure, and label printing.
Updated Sales order stock reservation: The just-in-time reservation module now has clearer information explaining how Zelo automatically reserves stock when a sales order is confirmed or quantities are added. This helps users understand that available stock is reserved for the related picking and that they can still unreserve it if needed.
Updated Point of Sale sales channel: The dedicated Point of Sale sales channel now has a clearer description. This makes it easier to understand how you can view and manage Point of Sale sales in Zelo.
Updated Restaurant point of sale: The feature overview for the restaurant point of sale has been clarified. It now makes it easier to see that bill printing, bill splitting, and kitchen or bar order printing are included.
Updated Point of Sale product availability: The available-quantity feature in Point of Sale was cleaned up, removing outdated help pages and preview images. The feature still shows the sellable quantity for products in POS, and its module description now clearly explains that purpose.
Updated Point of Sale mobile support: The mobile-friendly Point of Sale module was cleaned up by removing outdated documentation and demo media. It still applies the mobile layout to Point of Sale screens when Zelo detects a mobile device, giving customers a cleaner and easier-to-maintain mobile experience.
Updated Point of Sale discount: The discount module description was refreshed so it clearly explains that cashiers can quickly apply percentage discounts to customer sales. This makes it easier to understand the feature when reviewing Point of Sale options.
Updated Point of Sale branding: The Point of Sale debranding feature was streamlined by removing outdated module notes and vendor details. Customers can still hide the default Point of Sale logo and replace the POS title with their own store name.
Updated Point of Sale product cache: The product cache for Point of Sale setups is now described more clearly. It helps explain how large product catalogs load faster when starting a POS session.
Updated Customer portal: The customer portal module description has been simplified and moved to a dedicated documentation file, making it clearer that the portal provides the core foundation for customer-facing pages without requiring separate website customization features
Updated Point of Sale information: The Point of Sale module now has a clearer overview and reorganized documentation, making it easier to understand its online and offline sales capabilities.
Updated Phone number validation: The phone validation feature has been refreshed to more clearly describe how Zelo validates and formats phone numbers by destination country, including national and international formats.
Updated Worldline SIPS payments: The Worldline SIPS online payment module now has a clearer description. It makes it easier to identify that payments are supported with Worldline keys version 2.0.
Updated PayU Money payment gateway: The gateway information now clearly states that it supports only INR currency. This helps customers confirm the supported payment currency before configuring transactions.
Updated Password security: The password security feature now has clearer guidance for setting company-level password requirements, including complexity rules that apply when users next change passwords. This makes it easier for administrators to enforce stronger passwords from the Password Policy page.
Updated Contact name handling: The separate first and last name feature for contacts has been refreshed with clearer guidance, so combined contact names remain consistent when name patterns are changed or recalculated
Updated Contact fax details: The partner fax module now has a clearer description explaining that it adds a dedicated fax field to the contact form. This makes it easier to understand that customers and vendors can store and manage fax numbers directly in Zelo.
Updated Project records: Updated module information for the project detail panel. The panel remains available on project form views, and its module details are now clearer in the Zelo app catalog.
Updated Pad integration: The Pad module now has a clearer description. This helps users identify the feature that adds enhanced support for EtherPad attachments in the web client.
Updated Pack attachments: The wording for the attachment packing feature has been cleaned up. Users can still select records and bundle their attachments into a ZIP file, with clearer guidance in Zelo.
Updated Attachment pack export: The Pack records help content was refreshed into a clearer instruction file. Users can still export document attachments for selected records into a compressed file, and the updated guidance makes the setup easier to follow.
Updated Notes sharing: The notes feature now has a clearer description explaining that users can share notes on an external pad with other users.
Updated Notes and to-do lists: The Notes and to-do lists module was cleaned up with outdated supporting files removed and its feature description refreshed. Users can continue to create, organize, and track personal to-do lists and notes in Zelo.
Fixed Instant search: The search menu no longer appears as an extra navigation item. This keeps the instant search bar clean and prevents confusing duplicate search controls.
Updated Search bar visibility: The main search bar now automatically hides on very narrow screens, giving small-screen users a cleaner layout. This reduces visual clutter and makes the interface easier to use on mobile devices.
Updated Repair module overview: The product repairs area now has a clearer summary of its capabilities. This makes it easier to see that Zelo supports adding or removing repair parts, stock impacts, product and service invoicing, warranty tracking, repair quotations, and technician or customer notes.
Updated By-products manufacturing: The description for by-products support has been simplified to clearly explain how one production order can generate the main product along with additional by-products. This makes the manufacturing capability easier to understand when reviewing module information.
Updated Manufacturing overview: The app details now include a clear description of the manufacturing capabilities, so you can quickly see how it supports bills of materials, manufacturing orders, and work orders
Updated Membership overview: The membership module now includes clearer documentation describing supported member types and renewal workflows. This helps you better understand how free, associated, paid, and special-price memberships work with sales and accounting.
Updated Event speaker mailing: The event track speaker mailing feature now shows a clearer description in Zelo, helping you quickly understand what the feature does when configuring mass mailing for event speakers.
Improved Loading indicator: The loading bar is now smaller and centered near the bottom of the screen, with a subtler striped animation and softer shadow so background operations remain visible without being distracting
Updated Event email campaigns: The event mass mailing feature now has a clearer description, making it easier to understand that it supports sending email campaigns to event attendees.
Updated Mass mailing: The module description now clearly explains that it supports sending mass mailings to leads, opportunities, or customers and tracking marketing campaigns. The module’s supporting documentation and promotional assets were also tidied up for a cleaner overview.
Updated Bulk record editing: The mass editing feature now has refreshed documentation and clearer screenshots, making it easier to update multiple records at once by setting or removing selected field values.
Updated Maintenance module: The module information now shows a cleaner, more readable description, making it easier to understand that it is used for tracking equipment and managing maintenance requests
Updated Email branding: The option to remove default branding from Zelo emails is now more clearly described, helping you customize outgoing email footers and optionally hide user or company signatures.
Updated Activity board: The activity board’s documentation and module details were cleaned up, keeping the board, list, calendar, and activity navigation features accurate and easy to understand for users tracking tasks.
Updated Mail module: The Mail module now has a clearer description highlighting discussions, mailing lists, and news. This helps users quickly understand the communication features available in Zelo. Outdated promotional content was removed to keep the module tidy.
Updated Lunch module overview: The Lunch module now has a concise overview and instructions, making it easier to understand how to manage meal vendors, lunch orders, and employee preferences
Updated Link tracking: The link tracking module information now has a clearer description, making it easier to see that Zelo can create short, trackable URLs for campaigns and shared links
Updated Italian multilingual accounting: The Italian localization module now has a clearer description of its multilingual support for Chart of Accounts, taxes, tax codes, journals, accounting templates, and analytic accounting.
Updated Excel report documentation: The help documentation for Excel reports has been reorganized into the standard documentation area and now focuses on practical guidance for creating and using Excel reports. It no longer includes outdated community links or contributor information.
Updated Sales documentation: The Zelo Sales module guide has been refreshed and reorganized. It now explains quotes, invoices, and customer communication in clearer, more customer-friendly language.
Updated Sales commissions documentation: The sales commissions guide has been reorganized and streamlined. It now clearly explains how to set up sales agents, assign them to customers and sales orders, choose a net or gross commission base, and generate settlement supplier invoices.
Updated Sales commission pricing: Outdated help files for sales commissions tied to pricelists were removed, leaving cleaner feature documentation. Commissions set on pricelist items still apply automatically when pricelist rules are used on sale order lines.
Updated Sale global discounts: Outdated promotional images and documentation assets were removed from the global discount feature. Users can still set up and apply percentage or fixed-amount discounts on sale orders in Zelo as before.
Updated Sales Management overview: The Sales Management module description has been cleaned up. It now focuses on e-signature, online payment, customer portal, and recurring contract capabilities in clearer customer-facing language.
Updated Sales quotation revision history: The module information page has been cleaned up to focus on the core revision workflow. It now explains creating quotations, locking sent quotations, revising them, and viewing previous versions more clearly.
Updated Message popups: The popup message feature has been tidied internally, so custom alert, success, and warning popups open and display more consistently
Updated Inventory module overview: The Inventory module description was refreshed to remove outdated screenshots and generic references, giving customers a clearer Zelo-focused explanation of stock moves, automatic replenishment, and multi-warehouse routing.
Updated Inventory availability help: The guidance for checking unreserved on-hand stock has been refreshed. It now more clearly explains how warehouse teams can monitor the quantity available for pickings and manufacturing orders, helping prevent delays caused by missing stock.
Updated Stock location transfer documentation: The guidance for moving stock between locations has been refreshed and consolidated. Users can now find clearer instructions for transferring all products or selected quantities using immediate or planned internal transfers.
Updated Manual procurement guide: The guidance for starting manual procurements from inventory reordering rules was refreshed and consolidated. It now more clearly explains how to review recommended quantities, launch procurements for one or multiple rules, and control quantity changes through user permissions.
Updated Automatic quantity filling help: The documentation for auto-filling quantities in warehouse operations has been cleaned up and consolidated. This makes it easier to understand how to complete transfers, adjust short receipts, and handle lot or serial-number assignments.
Updated Invoice-delivery links: The documentation for linking invoices to their related deliveries was cleaned up, making it easier to understand how partial deliveries are traced on invoices and invoice reports
Updated Backorder visibility: The documentation for the backorder view has been refreshed to better explain how users can see related backorders on an inventory transfer. When a transfer is partially completed and a backorder is created, the linked backorder transfers are available on a dedicated notebook tab.
Updated Return tracking on stock pickings: The guidance for the Returns tab was cleaned and organized into the standard documentation area. Users can now more easily understand how to view related return pickings from a stock picking.
Updated Putaway strategy help: The guidance for the putaway strategy feature has been refreshed and consolidated in one place. Users can now more easily understand how Zelo suggests or enforces preferred destination locations when receiving, moving, or putting away stock.
Updated Product putaway help: The help content for product-specific putaway rules has been refreshed. It now explains more clearly how to assign a fixed storage location to each product so incoming inventory is routed to the preferred shelf, rack, or location.
Updated Survey module: The Survey module’s overview page was refreshed with clearer wording and without outdated screenshots, helping customers understand how to create, share, and analyze surveys in Zelo
Removed Default theme preview: The outdated preview screenshot for the default theme has been removed from the theme’s description assets. This keeps the theme presentation clean and does not change how the default theme appears or behaves in Zelo.
Updated Screen performance: Zelo now provides clearer information about the view record cache, which stores frequently requested view data in a fast cache to help screens open more smoothly
Updated Web interface documentation: Outdated interface reference files and unused visual assets were cleaned up and reorganized. This helps keep Zelo’s web interface more consistent and easier to maintain.
Updated Conditional list actions: Reference documentation for controlling when list actions are enabled or disabled has been reorganized and cleaned up. The same guidance is now easier to find, covering how actions can depend on record status.
Updated Advanced search documentation: The advanced search help content was refreshed to better explain how to filter related records and build advanced conditions, making the feature easier to understand and use
Updated Decimal entry: The numpad dot decimal option now has clearer module information, so users can better understand how to enter decimal values in number and amount fields using the numpad dot
Updated Dialog resizing: The documentation for the dialog resizing option was refreshed to better explain how to expand, restore, and drag Zelo pop-up windows. This keeps the feature easier to understand while maintaining the same on-screen behavior.
Updated Drag-and-drop file support: Zelo’s ability to drop local files onto an open record screen has been streamlined. The supported drag-and-drop attachment behavior remains available, while the feature is better organized for future updates.
Fixed Web favicon: The Zelo application icon now appears correctly in browser tabs and bookmarks. This restores the missing site icon so users have a consistent visual marker when switching between tabs.
Updated Browser shortcut icon: The favicon customization area has been tidied as part of routine maintenance. Administrators can still set a company shortcut icon, and the selected icon is used for the Zelo tab in supported browsers.
Removed Kanban gauge documentation: Outdated documentation pages for the kanban gauge feature were removed. This cleanup does not change how gauge cards appear or behave on kanban views; it only removes unused documentation to keep the module information accurate.
Updated List range selection: The range-selection help has been cleaned up, making it easier to understand how to select multiple records in a list by clicking one record, holding Shift, and clicking another record
Updated Live notifications: The guidance for real-time notification popups has been refreshed, making it clearer how users receive instant warning and information messages while working in Zelo
Updated Progress tracking guide: The progress tracking guide has been refreshed and reorganized. It now explains in plain language how long-running operations can display progress messages, totals, and cancellation options. This helps customers and consultants better understand what progress indicators represent in Zelo.
Updated Progress bar: Outdated presentation files for the progress bar module were cleaned up. Long-running operations still show clear progress, cancellation, and system tray status in Zelo.
Updated List refresh button: The refresh control shown next to list and kanban views has been cleaned up. This keeps the feature easier to maintain while preserving the same one-click refresh experience.
Updated Search behavior: In Zelo, the search bar now combines multiple terms in the same field with AND by default, so results must match all entered terms. Hold Shift and press Return to search with OR instead, returning records that match any of the terms.
Updated Browser automation documentation: The setup guide for automated browser testing has been moved to the standard documentation area. This keeps the documentation organized without changing any user-facing behavior.
Updated Timeline view: The Timeline view documentation has been cleaned up so the available help now focuses on practical steps for creating and editing timeline records.
Updated List view image documentation: The help guide for showing images and icons in list views was cleaned up, removing outdated license and contributor details. It now focuses on practical configuration options, making it easier to display and resize images in list views.
Updated Linked records in list views: The documentation for clickable linked fields in list views has been cleaned up. Customers can open related records directly from list views without first opening each record.
Updated Column resizing: Zelo’s guidance for resizing columns in list views has been refreshed, making it clearer how to drag column borders to adjust widths, including in list views embedded inside forms
Updated Interactive chart documentation: The help documentation for Zelo’s interactive chart widget was tidied and moved to the standard documentation area. It now contains clearer setup guidance without outdated community links or credits.
Updated Date picker customization: The help content for date picker field options was streamlined. This makes it easier to understand how to set custom date ranges and other picker settings on Zelo forms
Updated Image download help: Usage guidance for the image download button was reorganized and simplified. The download control still works the same way, while the help text is now clearer for users saving images from contact records and other image fields.
Updated Grid view: The two-dimensional grid view for related records was cleaned up internally, helping keep matrix-style lists consistent and easier to maintain. No changes to your data are expected, and the view should continue to display records in the same familiar grid layout.
Updated 2D matrix view documentation: The documentation for the 2D matrix view has been cleaned up and moved to the standard documentation location, making the guidance for configuring matrix layouts easier to find and maintain.
Updated Website module documentation: The bundled website description assets were cleaned up, removing outdated screenshots and promotional pages. This keeps the website module’s documentation focused and easier to maintain without changing website building features.
Updated Website animations: The website animation feature was streamlined behind the scenes, preserving existing page effects while improving maintenance of Zelo’s website tools.
Updated Italian withholding tax payments: The feature description for Italian withholding tax payments is now clearer in Zelo. It confirms that the area supports withholding tax on invoices and payments, while the actual tax calculation and payment processing remain unchanged.
Updated Withholding tax payment reasons: The Italian withholding tax and payment reason integration was refreshed with clearer module information, so users can more easily understand how withholding tax entries connect to payment reasons in invoices and accounting.
Updated Italian withholding tax module: Documentation and images have been refreshed to make the withholding tax workflow easier to understand. The update covers how taxes are tracked from invoices to payments and summarized for reporting.
Updated Italian online checkout invoice option: The Italian website sales module has been tidied, with its documentation reorganized for easier maintenance. Customers can still choose “Want invoice” during checkout, and the existing Italian cash-register invoice behavior is unchanged.
Updated Italian VAT split payment support: The integration between Italian VAT registries and split payment handling was streamlined and refreshed. This helps keep VAT registry calculations and split payment rules consistent when both features are used together.
Improved Italian VAT registries: The Italian VAT registries module was cleaned up with clearer documentation, making it easier to understand how to configure VAT ledgers, fiscal periods, and journal mappings.
Updated Bank receipt documentation: The bank receipt guide now includes clear accounting examples for after-collection and accepted bank receipt flows. It shows how invoices, bank acceptance, credits, and collection outcomes are recorded.
Updated Italian reverse charge VAT documentation: The guide now explains how to set up reverse charge VAT for intra-EU and extra-EU supplier invoices using the self-invoice method. It covers the required VAT rates, temporary accounting account, reconciliation settings, and fiscal position configuration so users can set up the feature more confidently.
Updated Split Payment documentation: The Italian Split Payment feature now has clearer setup guidance and an updated description in Zelo. Users can more easily configure the split payment write-off account and related VAT tax needed to create split payment accounting entries.
Updated Italian bank receipt documentation: The help content and feature description for Italian bank receipts were cleaned up for clarity. Zelo now clearly describes this feature as support for Ricevute Bancarie, with documentation focused on the main configuration and payment-flow options users need.
Updated Reverse charge setup guide: The Italian reverse charge VAT setup guide has been refreshed with clearer instructions and current tax configuration examples. This helps teams configure intra-EU and extra-EU supplier invoices, self-invoicing, and reconciliation more consistently.
Updated Italian business registry fields: The Italian REA business registry information for partners and company records has been organized to improve clarity and maintainability. You can still add REA details in the accounting sections of partner and company forms, and the company registry value continues to be calculated automatically.
Updated PEC email support: The Italian PEC email option for partners now has a clearer module description, making it easier to identify the feature that adds a certified PEC email field to partner profiles
Updated Italian partner codes: Partner profiles now show a clearer Italian public administration (IPA) code field. This helps teams store and reference the correct public-sector identifier for Italian contacts.
Updated Italian Fiscal Code: The Italian Fiscal Code feature now has clearer documentation and a more accurate description. Users can open a partner record and use the Compute F.C. wizard to generate the fiscal code, helping keep partner information aligned with Italian requirements.
Updated Italian payment terms: The Italian fiscal payment terms add-on now has cleaner, consolidated documentation, making it easier to set up payment terms and payment methods required for Italian electronic invoicing.
Updated Italian fiscal document types: The configuration guidance for Italian fiscal document types was refreshed, making it easier to find the settings used for Revenue Agency document codes in Accounting
Updated Italian e-invoice stamp: The Italian e-invoice stamp add-on was cleaned up internally to make its documentation and packaging more consistent. Outgoing electronic invoices can still include stamp duty details, and the change helps keep the feature reliable for future updates.
Updated Italian e-invoicing: The Italian electronic invoice export area was cleaned up and its documentation reorganized, helping keep the XML export workflow for the national exchange system easier to maintain
Updated Italian e-invoice import help: The built-in documentation for receiving Italian electronic invoices has been refreshed. Users can now more easily find instructions for uploading XML files, previewing invoice content, and creating supplier invoices in Zelo.
Updated Italian e-invoicing: The Italian electronic invoice base module documentation has been refreshed and consolidated, so setup guidance for partners, taxes, and e-invoicing settings is easier to find.
Updated Italian VAT collectability: The Italian VAT collectability option now has a clearer description, making it easier to understand that it adds a collectability field to tax forms for Italian tax declarations
Updated Italian sales receipts: The Italian sales receipts add-on was cleaned up by reorganizing its documentation and description files. Customers can still mark eligible sale orders as corrispettivi and generate the matching receipt invoices without any change to day-to-day behavior.
Updated Italian cash receipt localization: The setup documentation for the Italian cash receipt module has been cleaned and reorganized. Customers can still create receipts with line-level taxes and record daily revenue, while the configuration guidance is now clearer and easier to maintain.
Updated Italian office codes: The Italian office codes feature now has clearer setup guidance. Account managers can more easily understand how to configure the code list used in Italian tax declarations and keep each code unique.
Updated Italian payment reasons: The Italian payment-reason module was tidied up, so existing payment reason codes for Italian accounting and withholding-tax entries continue to work as expected
Updated Italian tax kind setup: Zelo’s Italian accounting tax configuration now has clearer documentation and a meaningful module description, helping advisers configure the tax kind for each account tax more easily.
Updated Italian tax stamp documentation: The Italian tax stamp feature now has tidier reference documentation, with outdated pages removed and a clearer guide added to help users understand stamp setup and invoice usage
Updated Italian accounting documentation: The Italian accounting add-on now has tidier reference documentation, making it easier to understand how Italian VAT and accounting features are supported without changing how they work.
Updated Italian bank details: Zelo now presents clearer information for Italian bank identification numbers, helping users understand that bank records can include ABI and CAB codes. This makes setting up and reviewing bank accounts easier for Italian companies.
Updated Generic chart of accounts: The generic accounting chart setup now displays a clearer description, helping users quickly understand what this accounting configuration provides
Updated EU service VAT setup: The EU service VAT module now includes clearer setup instructions and a concise module description. This makes it easier to understand how to configure fiscal positions and taxes for electronic services sold to EU customers.
Improved Document attachments: Attachment storage handling has been streamlined. Files attached to records should now be saved and retrieved more consistently using the configured storage location.
Updated Attachment storage: The attachment storage option now has clearer documentation explaining that changing the storage location in System Parameters moves existing attachments to the selected database, file, or PostgreSQL large-object storage
Updated Live Chat: The Live Chat module description has been simplified to clearly explain how you can add a chat widget to any web page and connect visitors with your support operators.
Updated Advanced routing options: The advanced routing options are now described more clearly, helping users understand how custom page routes can be configured while keeping the core system simple
Improved Timesheet attendance help: The built-in guidance for timesheet attendance was refreshed. Employees can now more easily find instructions for checking in/out from a timesheet sheet and reviewing attendance totals.
Updated Timesheet sheets: The timesheet approval area was cleaned up to keep its documentation and settings consistent, so employees can still record daily entries and managers can approve weekly, monthly, or daily sheets without disruption.
Updated Timesheet attendance link: The link between employee attendance and timesheets now has a clearer description in Zelo. This helps users understand how attendance records support timesheet entries.
Updated Timesheet: The Timesheet feature now shows a clearer description in Zelo’s module information. Its sample consultant image was also optimized for faster loading.
Updated Recruitment interview surveys: The interview survey integration for job recruitment was tidied, with clearer module documentation and metadata so the feature remains reliable and easier to maintain.
Removed Recruitment module presentation: Unused promotional images and the old description page for Recruitment were removed. This keeps the module’s content cleaner while preserving all job posting, applicant, and hiring workflow features.
Updated Employee org chart: The org chart extension on employee profiles now has a clearer description, explaining that it shows direct subordinates and reporting levels
Updated HR and Maintenance integration: The HR and Maintenance module now has a clearer application description, helping users better understand how employee records connect with maintenance operations.
Updated Leave management: The time-off area now includes clearer instructions for requesting, approving, and allocating leave. You can also see how leave reports and automatic calendar entries work when leave requests are approved.
Updated HR gamification: The module now presents a clearer summary of its purpose, making it easier to understand that HR officers can manage challenges and badges for employees.
Updated Supplier invoice expenses: The documentation for attaching supplier invoices to employee expense lines has been streamlined, giving a clearer explanation of how paying an expense sheet can also reconcile the related supplier invoice
Updated Expense check printing: The expense check feature now has a clearer description, making it easier to see that checks issued for expenses can include the amount in words.
Updated Expense cancellation: The expense cancellation feature has been refreshed with clearer supporting documentation. Users can cancel eligible expenses, and Zelo can reverse related payments and accounting entries to keep reimbursement records accurate.
Updated Expense management: The Expenses app now shows a concise description in Zelo’s app list instead of the longer legacy text. Outdated promotional screenshots were removed, giving users a cleaner and easier-to-read overview of the module.
Updated HR commissions: The HR commissions module now has clearer module information and updated documentation. This makes it easier for administrators to understand how sales commissions are connected to employee records.
Improved Employee attendance status: The attendance status feature now presents clearer module information. Users can more easily recognize the feature that tracks employee attendance state in Zelo.
Updated Employee attendance: The attendance module now has a clearer overview, making it easier to understand that it is used to track employee check-ins and check-outs.
Updated Human Resources: The HR app now shows a clearer catalog description and a streamlined preview image, making it easier to identify and understand the module’s people-management capabilities
Updated Google Spreadsheet integration: The integration description has been clarified to better explain that Zelo can display data in Google Spreadsheets in real time.
Updated Google Drive integration: The Google Drive module description was refreshed to be clearer and more concise. Users can now see a simple summary of what the integration does when viewing the module in Zelo.
Updated Google Calendar integration: The Google Calendar module now has a clearer description of its purpose. It explains that Zelo can connect to Google Calendar so meetings and events stay visible across both systems.
Updated Google account: The Google account module description now clearly explains that it adds a Google user field on Zelo user records, making the integration easier to identify
Updated Sales CRM gamification: The module description now clearly explains that it provides examples of goals and challenges for CRM sales activities
Updated Gamification module: The module overview and hidden badge placeholder were refreshed, giving users a clearer introduction to how goals, challenges, and badges help motivate and recognize activity in Zelo
Updated Fleet module description: The Fleet module now shows a clearer, concise description in Zelo. It explains that the app helps manage vehicles, contracts, insurance, services, fuel logs, odometer values, and fleet costs.
Updated Multi-product sales and purchase orders: The capability to add multiple products to sales and purchase orders was cleaned up by removing outdated help images and documentation, while adding clearer setup instructions for easier use
Updated Incoming email error notices: The documentation for the incoming-email error notice feature has been cleaned up and consolidated. This makes it easier to understand how Zelo can notify a sender when a fetched email cannot be routed to the correct recipient or address.
Updated Incoming email module: The module description was streamlined for clarity. It still explains that Zelo retrieves incoming email from POP/IMAP servers and can route messages into CRM, project, and HR workflows.
Updated Current stock export: The Excel export for product stock levels has been updated with clearer module information. This keeps the same warehouse stock reporting capability while removing outdated presentation assets.
Updated Event product image: The default product image used for event-based products has been refreshed, so event listings and product pages now show an updated visual when no custom image is selected.
Updated Event registration sales: The Event Sale module now has a clearer description explaining that registrations can be created from sales orders and automatically enabled for invoicing.
Updated Event planning overview: The Event area now shows a clearer description of its planning, registration tracking, and attendance features
Updated User switching: The quick user switcher now includes clearer usage notes in Zelo, making it easier for administrators to switch accounts and verify access rights from the system tray
Updated Internal documentation: The Document Pages area has been tidied with clearer feature descriptions and streamlined reference materials. This helps users set up knowledge categories and create internal pages more smoothly.
Updated Document module: The Document module description was refreshed to more clearly explain that you can add attachments and browse or index your documents.
Updated Delivery module: The Delivery module description has been streamlined so it more clearly explains that delivery methods can be added to sales orders and pickings. This makes it easier to understand how carriers, shipping charges, and invoice shipping lines are supported.
Updated Decimal precision: Zelo now presents the decimal precision option with a clearer explanation of what it controls. You can configure price accuracy for accounting, sales, and purchases to match your business needs.
Updated Date range filters: The documentation for reusable date ranges has been refreshed and outdated app-store assets have been removed. You can still create date range types, generate recurring ranges, and apply them as filters on date and datetime fields in list views.
Updated Marketing Executive dashboard: The dashboard information was cleaned up and its summary refreshed. It continues to give sales and marketing teams a clear view of campaigns, leads, and opportunities for the organization and teams.
Updated Customer outstanding statement: The feature’s supporting information and documentation were refreshed, making it clearer how the report shows unpaid invoices, unclaimed refunds, and outstanding payments by currency and aging buckets
Updated Customer activity statement: The customer activity statement report was streamlined and its documentation refreshed. It continues to provide a chronological, currency-split view of receivables or payables, including invoices, refunds, payments, and optional aging buckets.
Updated Lead-to-task linking: The wording for the lead-to-task connection has been simplified. Administrators can now see a clearer explanation of how sales leads are mapped to project tasks in Zelo.
Updated Phone number validation: The phone validation feature now has a clearer description. It confirms that Zelo validates and formats phone numbers for leads and contacts.
Improved Live chat lead creation: The explanation for creating leads from live chat has been clarified. It now clearly states that you can create a new lead from a live chat channel using the lead command.
Updated Facebook lead sync: The Facebook lead import option now has a clearer description and updated setup guidance, making it easier to connect Facebook Pages and lead forms to Zelo CRM
Updated Claims management: The claims area has been refreshed with clearer documentation and module details, making it easier to set up claim categories and stages, track customer or vendor complaints, and understand how claims can be created from incoming email workflows.
Updated CRM module details: The CRM app now shows a clear description in the module information, and outdated preview images and description pages were removed. Customers continue to use CRM features as before, with simpler and more accurate app details.
Updated Variable quantity invoicing: Zelo now provides a clearer description of the variable quantity option for recurring contracts. This makes it easier to see that contract invoice lines can use formulas to determine the amount billed each period.
Updated Timesheet-based contract invoicing: The documentation for recurring contracts with variable-quantity timesheet billing has been refreshed. It now more clearly explains how to set up invoice lines that draw from project, task, or analytic timesheet entries, making setup easier to follow.
Updated Contract invoicing guidance: The help information for recurring contract invoices now clearly explains how pending sales orders with the same analytic account are included on the same invoice. This makes it easier to understand the invoicing behavior for contract-based sales.
Updated Contract sales: The sales contract area was streamlined so sales users can still create and edit contracts without accounting permissions, while limited-access sales users continue to see only their own contracts.
Updated Contract module: The contracts module has been refreshed with cleaner documentation and updated versioning, making it easier to find guidance for recurring invoicing, contract reports, and email sending.
Updated Contact directory: The description for the contacts area has been simplified for clarity. It still provides a quick view of your vendors, customers, and other contacts from the home page.
Updated Calendar: The Calendar module now has a cleaner, more concise module description. This makes it easier to understand the module’s purpose and its support for scheduling events and recurring events.
Updated Real-time messaging: The real-time messaging module now has a clearer description. It explains that Zelo can send live messages to users.
Updated Dashboard: The Dashboard app now has a clearer description, and outdated promotional images were removed. Users can still create custom dashboards and gather favorite reports in one place.
Updated VAT address autocomplete: The VAT address autocomplete module now has a clearer description in Zelo, making it easier to understand that it uses VAT numbers to complete addresses. No changes were made to how the feature works.
Updated VAT validation: Zelo’s partner VAT validation now has a clearer description. It continues to check VAT numbers entered for partners in all supported countries.
Updated Partner VAT validation: The VAT validation help for partners has been clarified, explaining that VAT numbers are checked using country-specific rules and can be verified against the EU VAT service when online checking is enabled. This makes it easier to understand how Zelo validates partner VAT numbers for supported countries.
Updated Database synchronization: The database synchronization module now clearly explains that it can be used to synchronize databases, and outdated description content and unused images were removed to keep the module listing cleaner and easier to understand
Updated New database setup: The initial setup module now presents a clearer description of how Zelo helps configure a new database, making the first-time installation experience easier to understand
Updated Quick create settings: The optional quick create setting now has clearer documentation and a more informative description. Administrators can configure specific record types so that linked-record fields always open the standard create form instead of allowing quick inline creation. This helps teams control how new records are created across Zelo.
Updated Location data import: The tool for importing cities and postal codes from Geonames now has clearer module information, including an updated description and refreshed icon. This helps users identify the location import wizard more easily.
Updated Location management icon: The icon for the location management app has been refreshed with a clearer visual design. This helps users recognize location-related screens more easily in app menus and module lists.
Updated Location management: The location management feature now includes clearer documentation and a more accurate description, helping users understand how ZIP, city, state, and country auto-completion works for partners and companies
Updated File import: The file import feature now has clearer labeling in Zelo’s feature details, making it easier to understand that you can import data from external files into your records
Updated IBAN bank account support: The IBAN bank account module now has a clearer description of its purpose. This helps customers understand that Zelo can manage international bank account numbers (IBAN) on bank account records.
Updated Partner geolocation: The feature description has been simplified to clearly explain that it enables geolocation for partners, making it easier to understand what the functionality provides in the application.
Updated Gengo translation instructions: The Gengo translation module now includes clearer setup guidance and a concise description, making it easier to configure automated translations in Zelo. This helps users find the right settings to connect Gengo and start translation requests more smoothly.
Updated Automated actions: The automated actions feature now has clearer information explaining how Zelo can trigger automatic actions on any record based on defined rules, such as updating fields or sending reminders.
Updated Address management: Extended address fields are now easier to understand, helping you capture street name, house number, and room number for accurate legal and regional reporting
Updated Partner city selection: The city management setting for partner addresses is now more clearly described, helping you enable the option that requires users to choose a city from a predefined list instead of entering free text.
Updated Barcode scanning documentation: The barcodes area now includes clearer guidance for using USB barcode scanners. Scanners that act like keyboards should be set to send no prefix and finish with carriage return or tab, making barcode entry more reliable.
Updated Account self-service: The sign-up and password reset module now has a cleaner description, making its purpose easier to understand in Zelo’s module information
Updated OAuth login: The OAuth 2 sign-in option now has a clearer description in Zelo, making it easier to identify that users can log in through supported OAuth providers
Updated Directory sign-in help: The guidance for LDAP sign-in is now clearer in Zelo. It explains how employees can sign in with their directory username and password, how Zelo can create the corresponding user account automatically, and that directory passwords continue to be managed in the identity directory rather than Zelo.
Updated Password protection documentation: The password encryption feature now has clearer setup guidance. It explains that user passwords are stored with a strong cryptographic hash, older passwords are upgraded automatically the next time a user signs in, and a password reset mechanism should be available.
Updated Brute-force protection: The login protection feature now has a clearer description and refreshed documentation, explaining how Zelo records failed sign-in attempts and blocks remote IP addresses after repeated failures
Fixed Invoice date handling: When a canceled invoice is reset to draft, Zelo now keeps the original invoice date instead of clearing it. This helps preserve billing details and avoids unexpected date changes during invoice editing.
Improved System resource usage: Zelo now starts with a more balanced default processing setup, using fewer background workers and scheduled-job threads to reduce unnecessary resource consumption while helping keep everyday operations and automated jobs running smoothly.
Updated Blog documentation: We cleaned up the blog feature’s documentation by removing outdated promotional screenshots and the old description page. This keeps the reference materials current, while blog posting, editing, and publishing continue to work as before.
Updated Website cookie notice documentation: The cookie notice help text was cleaned up and moved to the module’s standard documentation area. This makes it easier to find clear guidance for customizing the website cookie banner message.
Removed Website lead capture: Outdated description assets for the website contact form feature were cleaned up. The contact form, lead creation, and CRM integration continue to work as before.
Updated Website privacy policy: The privacy policy consent option for the website contact form is now documented more clearly. Site editors can still use the website builder to manage the checkbox and the linked legal page.
Fixed Storefront module icons: The icons for the website quotation and website sales features now appear correctly in the Zelo apps list, making it easier to recognize and open these online selling tools.
Improved Website contact form protection: The setup guidance for enabling ReCaptcha on website contact forms is now clearer, helping administrators configure spam protection more easily. This makes it simpler to reduce unwanted automated submissions while keeping legitimate customer inquiries flowing.
Updated Event website module: Outdated promotional images and legacy description pages were removed from the event website module, keeping it lean while event creation, publishing, registration, and promotion features remain unchanged
Updated Event website cleanup: Outdated promotional images and the old description page for the event tracks module have been removed. Event scheduling, talk proposals, agendas, and speaker pages remain available. This keeps the event website presentation cleaner and easier to maintain.
Fixed Recruitment website icon: The recruitment website app now displays its proper icon in Zelo, making it easier to identify in the app list. This restores the expected visual cue while leaving all recruitment features unchanged.
Updated Website form builder documentation: The help content for building website forms has been refreshed and consolidated. This makes it easier to understand how to add, edit, and manage form fields on public pages.
Updated Website form ReCAPTCHA: The setup guide for ReCAPTCHA protection on public website forms has been refreshed. It now clearly explains how to enable the field and configure the required Google ReCAPTCHA keys.
Updated Website forum: The forum’s app description has been tidied by removing outdated preview images and refreshing the wording, so the page more clearly explains how the community forum helps customers ask questions and find answers
Updated Job board: The recruitment website module was streamlined by removing outdated promotional images and description assets, helping keep the job board experience clean and focused without changing how jobs are published or managed
Updated Website image dimensions: The documentation for the website image-size helper has been tidied and clarified. Editors can hover over any image while editing a website page to see its current and original width and height, making layout checks and image optimization easier to understand.
Janvier 2020
Updated Website legal pages: The guidance for the built-in legal pages has been reorganized and streamlined, so website editors can still easily edit legal advice, terms of use, and privacy policy content while the reference material is now simpler to maintain and locate
Updated Website logo documentation: The website logo instructions have been cleaned up and consolidated into a simpler reference. This makes it easier to understand how to set a separate logo for a public website, how the setting works across multiple websites, and how to leave a website without a visible logo.
Updated Website menu visibility: The instructions for the website menu visibility feature have been cleaned up. You can now more easily find guidance for showing or hiding website menu items based on whether a visitor is logged in or logged out.
Updated Website indexing controls: We clarified the guidance for the option that tells search engines not to index your Zelo website, helping administrators understand how crawler access is controlled.
Removed Website footer branding: The optional setting for hiding the default promotional link in website footers has been removed. Website footers now consistently display Zelo’s standard footer branding.
Updated Online quotes: The online quote module page has been cleaned up, with outdated description assets removed so the feature overview is clearer and easier to understand. Sales teams can still create, send, and collect signatures for quotes as before.
Updated Website sales: Removed outdated e-commerce description files and preview images from the online store setup. Storefront features remain unchanged, and the e-commerce area is now cleaner and easier to maintain.
Updated Website checkout payment option: The documentation for the skip-payment checkout option was refreshed so it more clearly explains how to enable it. Eligible customers can complete a website checkout without an immediate payment step, and the order is sent to them as a quotation by email.
Updated Online checkout documentation: The help documentation for the e-commerce default country feature has been refreshed. It now clearly explains how to set a default country on your company address so customers see it pre-selected during checkout.
Updated Website store price visibility: The instructions for hiding product prices on the online store have been refreshed. You can still control whether each customer sees prices, and you can hide them for public visitors by adjusting the public visitor account setting.
Updated Online checkout login guidance: The instructions for requiring customers to sign in before placing an online order are now clearer and more concise, making it easier to understand how to enable the customer portal and allow sign-ups when checkout should be limited to registered customers.
Updated Online store account prompt: The help text for the optional checkout prompt was refreshed, making it clearer how to encourage shoppers to sign in or create an account while still allowing one-time buyers to check out.
Removed E-commerce VAT guidance: The separate help content for the VAT-required online checkout has been removed. Stores can still require a valid VAT number at checkout when the option is enabled.
Updated Slides overview: The Slides module description has been cleaned up with clearer wording and a refreshed layout. Customers can now see a more concise overview of how to publish and share presentations, videos, images, and documents on their Zelo website.
Updated Website support module: The support module’s description has been cleaned up. Outdated changelog text and old promotional images were removed, leaving a clearer overview of the website support features.
Updated Support timesheet documentation: The support ticket timesheet description has been refreshed to clearly explain how users record time on tickets and review technician activity by day in the support tech report
Updated Support billing description: The support billing description has been cleaned up by removing outdated documentation and extra contact details, keeping the focus on generating invoices from time spent on support tickets and tasks
Removed Support gamification: Outdated description and changelog content were cleaned up, keeping the support gamification area tidy while preserving existing ticket badges and challenges.
Updated Record attachment packs: The legacy attachment pack export has been cleaned up and consolidated, so you can still download selected record attachments as a compressed file. The update removes outdated components while keeping the export action available for supported records.
Updated Packing records cleanup: During Zelo upgrades, the system now removes an outdated packing records action, preventing obsolete buttons or options from appearing in packing screens
Updated Pack records view: The screen setup for pack record actions was reorganized behind the scenes. This cleanup helps keep Zelo’s interface consistent and easier to maintain, without changing how you access or use pack records.
Improved Instant search: Search suggestions now run without debug logging, keeping the browser console cleaner while you type. This reduces unnecessary output for anyone checking browser developer tools in Zelo.
Updated View refresh controls: The extra refresh button on list views is now hidden because the pager already provides a refresh action across all view types, giving you a cleaner toolbar without losing refresh access
Fixed List pagination: The pagination control now stays visible on list views even when there are no records to display, and the starting record number is shown correctly when the view begins at the first record.
Added Cancelled invoice reference: Cancelled invoices now show their original invoice number in list and form views. This makes it easier to identify cancelled documents and trace them in your accounting records.
Added Sales order follower control: Administrators can now configure Zelo so sales orders do not automatically add customers or users as followers. This reduces unexpected notifications and gives teams more control over who follows a sales order.
Removed Bank statement spreadsheet import: The spreadsheet-based import option for bank statements was removed. Users can no longer import statements from spreadsheet files using the date, name, and amount column mapping; other supported bank statement import methods remain available.
Updated Bank statement and report features: The bank statement import and product image on reports features have been renamed within Zelo. Importing bank statements and displaying product images on reports continues to work the same way, with no action required.
Updated Copyright notices: Zelo has refreshed copyright information across the system to keep licensing and ownership details current. This is an administrative update, so all ERP features and workflows remain available and unchanged.
Updated Italian documentation: The Italian help pages now include clearer warning guidance for contacts, products, customer invoices, purchases, and sales, helping users better understand important notices and related workflows in Zelo.
Updated Large file attachment storage: The option for storing attached files as database large objects now has clearer module details and documentation. This helps teams understand how Zelo can keep attachments organized and efficient.
Updated Association module: The module description was cleaned up to better explain that it provides the foundation for association-related features, including events, registrations, memberships, and membership products. This improves clarity for customers and partners when reviewing available Zelo capabilities.
Added Data anonymization instructions: Zelo now includes clear guidance for anonymizing a database before migration. You can hide confidential records by replacing them with placeholder characters, share the anonymized database with the migration team, and restore the original data afterward.
Updated Analytic accounting module: The module description now clearly explains that analytic accounting can be set up on business records to track costs, projects, and performance independently from general ledger accounts.
Updated Accounting vouchers: The app description and help content were refreshed to better explain how Zelo helps you manage customer and vendor debts and credits using simple sales and purchase receipts. The wording now aligns with Zelo’s invoicing and payment workflow.
Updated VAT settlement: The help content for VAT period-end statements has been refreshed to make setup and usage clearer. Users can now find more concise guidance on the journal, tax authority account, and automatically calculated tax amounts. Existing VAT settlement workflows are unchanged.
Updated Accounting tests: The Accounting Tests feature now includes clearer help text explaining how to create consistency checks from Reporting and view their results as PDF reports
Updated Scripted tax rules: Zelo now includes clearer guidance for tax rules configured with custom code. The updated description explains that one code section determines whether a tax applies and another calculates the tax amount. This helps teams understand and maintain advanced tax setups more confidently.
Updated Tax balances report: The Tax Balances report now shows clearer feature details, helping users understand that it calculates tax balances for a selected company, date range, journal entries, and open tax positions.
Updated Standard accounting reports: The standard accounting reports package has been cleaned up with refreshed documentation and removal of outdated preview assets. Core reporting features remain available, giving users a tidier installation and a clearer view of what the reports provide.
Updated Payment term configuration: Advanced payment term options are now more clearly explained, helping you set up rounding, month or week based terms, multiple payment days, holiday postponement, and sequential due dates with confidence
Updated Payment documentation: Zelo’s payment documentation now lives in a standard location with a clearer overview. This makes it easier to find details about payment method behavior, journal selection, and payments for child companies.
Updated Credit card payments: The credit card payments area was streamlined and its documentation refreshed. You can continue to record credit card purchases as vendor bills, settle them through vendor payments, and move accounts payable to the card company, while supporting multiple cards, refunds, and payment corrections.
Updated Payment advance records: The payment advance module was cleaned up by removing obsolete documentation and sample images. Users can still create, view, and reconcile advance payments as before, with a leaner module setup.
Updated Payment module: The payment module’s description is now clearer, making it easier to understand that it connects accounting and payments and includes portal payment options
Updated Partner Ledger report: The Partner Ledger report area has been refreshed with a clearer description and unused promotional images were removed. You can still generate partner ledgers from partner records and adjust the selected partners before creating the report.
Updated Accounting parent accounts: We cleaned up the parent account feature by removing outdated reference files and sample images. Parent account setup, account grouping, and related reporting remain unchanged and continue to work normally in Zelo.
Updated Accounting lock date: Zelo now provides clearer guidance for the irreversible accounting lock date, including that advisor lock dates must be earlier than user lock dates, periods can only be locked after they are complete, and lock dates can only move forward.
Updated Invoicing module overview: The Invoicing and Payments module now presents a clearer overview of its capabilities, including tracking customer and vendor activity and registering payments. This makes it easier to understand the module’s purpose and how it supports day-to-day billing and payment workflows.
Updated Invoice due list report: Zelo’s invoice due list report has been cleaned up to remove unnecessary documentation and visual assets. Customer invoices with payment terms continue to show due dates and amounts clearly on printed reports, keeping the reporting experience simple and reliable.
Updated Accounting menus: The description for the accounting menus feature has been corrected. It now clearly states that Zelo adds Account Groups and Account Tax Groups menu entries for accounting setup.
Updated Accounting menus: The Account Groups and Account Tax Groups module now has a clearer description, making it easier to recognize that it adds these menu entries under Accounting > Configuration. This helps users find where account and tax grouping settings are managed in Zelo.
Updated Fiscal year configuration: The Fiscal Year setup screens now have a clearer description in Zelo, helping users understand that they can configure and manage their accounting periods. This makes the feature easier to discover without changing any existing fiscal year behavior.
Updated Fiscal year documentation: The fiscal year module now has clearer documentation explaining how Zelo determines fiscal year start and end dates for any date, first by matching a defined fiscal year range and then by falling back to the company’s fiscal year end.
Updated Financial amount tracking: We clarified the documentation for financial amount support on accounting journal entries. This helps you understand that the feature is used through related accounting modules and shows how additional monetary amounts can be recorded on account lines.
Updated Overdue due list: The overdue aging feature for the Payments and due list now has clearer documentation and is organized under Payments. It explains how to show how many days an open item is overdue and group due amounts into configurable terms such as 1-30, 31-60, and 61+. Users can more easily set up and understand overdue reporting in Zelo.
Updated Aging comments documentation: The Payments and Due list aging comments feature now has clearer module documentation and a proper description. This makes it easier to find how to add inline comments to overdue account entries from Accounting > Adviser > Payments and Due list.
Updated Payments due list documentation: The module information for the Payments Due list was cleaned up and clarified. Users can still review expected payments from invoices and intermediate moves, and the documentation now explains where to open the list under Invoicing > Adviser > Payments and due list.
Updated Check printing setup: The check printing feature now includes clearer setup guidance in Zelo, explaining that it provides basic check payment functionality and works with country-specific check templates. Check settings are available on accounting journal configuration pages, making setup easier to understand.
Updated Cash basis accounting: The cash basis module description now clearly explains that cash basis entries can be moved to another account. This makes it easier to understand how pending cash basis amounts are reclassified in Zelo.
Updated Accounting cancellation guidance: The optional ability to cancel accounting entries now has clearer guidance, explaining that it is controlled by a technical setting on accounting journals and can affect journal entries, invoices, bank statements, and payments. Administrators can better understand that cancelled entries may be modified, reposted, or deleted, and should review audit and local compliance requirements before enabling it.
Updated Budgets guidance: Zelo now includes clearer instructions for managing analytic and crossovered budgets. You can see how to define budgets, assign planned amounts to analytic accounts, and use the built-in budget reports to review planned spending.
Updated Asset management: The Assets module description was refreshed to more clearly explain that Zelo tracks company or personal assets, depreciation schedules, and the related journal entries.
Updated Accounting setup: The accounting module’s setup information was cleaned up by removing unused preview images from the module definition. This change is internal and does not affect how accounting, invoicing, or other financial features work in Zelo.
Updated Analytic account defaults: The description for automatic analytic account selection was simplified. It now clearly states that defaults can be based on product, partner, user, company, or date.
Updated Accounting module overview: The Accounting module now has a clearer overview and organized help materials. Users can more easily understand that it provides the core accounting foundation and find guidance for invoices, payments, supplier invoices, and analytic accounting.
Updated Copyright notice: The Zelo copyright notice has been updated to reflect the latest year. This keeps license and attribution information accurate across the system.
Fixed Attendance check-in/check-out: Geolocation-based attendance actions now complete successfully even when no web request is available, such as during scheduled or command-line operations. Employees can still check in or check out without unexpected errors when browser or device information is not present.
Added Periodic timesheets: Employees can now record and submit timesheet entries for daily, weekly, or monthly periods, with manager approval to validate the hours worked. The new timesheet sheets can be linked to projects or cost centers and can also use attendance data to help track and confirm time entries.
Fixed Support menu order: The Customer Support Configuration menu now appears in its intended position instead of far down the list, making it easier for support managers to find ticket categories, subcategories, and states.
Added Knowledge and Omnisearch help links: A new help link now appears in the top menu for both Knowledge and Omnisearch. It opens the relevant Zelo documentation in a read-only view, so users can quickly find guidance while working.
Added Timesheet timeline view: Timesheet entries can now be displayed in a chronological timeline, helping users see when work was recorded for projects and tasks. The view shows start times, durations, and overlaps at a glance, making it easier to review daily activity and spot gaps or long stretches of work.
Fixed Browser tab icon: The Zelo favicon has been restored, so the application shows its proper icon in browser tabs and bookmarks. This makes it easier to recognize Zelo among open tabs and saved favorites.
Updated Application icons: Zelo now presents a cleaner application catalog by removing unused and empty app icons. Available applications appear more consistent and free from leftover branding.
Added Project list view: You can now open projects in a compact table view alongside Kanban and Timeline. This makes it easier to scan, sort, and compare project records at a glance.
Added Projects list view: You can now view projects in a list view alongside Kanban and form views, giving users a compact way to scan, compare, and manage multiple projects at a glance
Fixed Responsive message panel: The message discussion panel position in responsive user settings is now handled consistently, so users can switch between the normal content area and the side panel without unexpected defaults
Added Activity calendar reminders: When Zelo creates a calendar event from an activity, it now includes a one-day-before email reminder by default, so users get advance notice without manually configuring the alert
Fixed Form page activity panel: The side-positioned activity and discussion panel now displays at the correct width on larger screens, and new users get the side layout by default so notes and related records stay neatly aligned beside the form.
Fixed Selected row highlight: The selected row in list views now shows a clearer background color with white text. This makes it easier to see which record is currently selected.
Fixed Company support ticket billing: Invoices for support tickets assigned to a company now correctly include the company’s ticket charges. The billing wizard also handles the company and its related contacts in one pass, so customers are billed for all applicable support work.
Updated Project onboarding: The default sample project and welcome task now use clearer, Zelo-friendly names. New users will see “Start here to discover how to manage projects” and “Welcome” instead of generic brand references.
Added Pricelist email tracking: When a pricelist is sent by email, Zelo now records a note on the customer’s activity feed with the pricelist name. This gives teams a clear trail that the pricelist was shared.
Fixed Pricelist printing: Direct printing of product pricelists now starts correctly when selected from a pricelist, partner, or product, ensuring the right pricing list is pre-filled in the print window
Fixed Customer pricelist email: Sending a pricelist email directly from a customer contact now works reliably. The correct customer pricelist is selected, so recipients receive the intended pricing without manual reselection.
Updated Communication references: Zelo now uses its own tracking labels in message and task communications, so linked records and task tags are recognized consistently within Zelo
Updated Message tracking display: Tracking messages now include a clear introductory sentence before listing the changed fields, making record updates easier to read in the activity log
Updated System maintenance: Zelo’s shared framework connections were refreshed across accounting, support, and website features so records, reports, and forms keep working consistently. These behind-the-scenes changes help future updates run more smoothly without changing day-to-day workflows.
Updated Message handling: Zelo’s core message processing now uses a unified internal framework. This helps email and in-app messaging behave more consistently across modules.
Added Company overdue message: The company settings form now displays the overdue message for the company, so administrators can quickly review the reminder text that appears on overdue invoices without opening additional accounting screens
Fixed Italian overdue message: The Italian translation for overdue payment reminders is now corrected, so customer-facing messages display without stray quotation marks or broken line breaks. This makes overdue notices clearer and more professional for Italian users.
Fixed Overdue report dates: The overdue account statement now displays the report date, transaction date, and due date in a consistent, readable date format. Users can rely on these dates when reviewing customer balances and payment follow-ups.
Updated Template rendering: Zelo now prepares report and document templates with a cleaner internal process, removing outdated compatibility code. This helps template-based reports and exports continue to work consistently.
Updated Performance diagnostics: Zelo’s internal performance profiling workflow has been refreshed to support additional speed diagnostics. This helps the team identify slow setup or upgrade operations and keep the platform responsive.
Fixed Sales order confirmation: Confirming a sales order no longer stops with an unnecessary availability message when there is no stock to reserve. The system continues processing and still alerts you if a real reservation problem occurs.
Fixed Mass editing: Mass editing cleanup is now more reliable. This ensures related actions are removed correctly when the feature is disabled.
Fixed Italian bank receipts: The Italian bank receipts feature now includes the required Payments dependency. Bank receipt entries that reference payments now load and process without missing-component errors.
Fixed Sales order confirmation: Zelo now recognizes the “no stock availability to check” message correctly, so sales orders confirm more reliably without unexpected validation errors.
Updated Sales order confirmation: Confirmation of sales orders now handles expected stock-availability checks more consistently, helping orders move forward smoothly when there is no availability to verify. This improves reliability of the sales order confirmation step.
Fixed Login protection: The brute-force login safeguard now works properly with the Zelo web interface. This keeps repeated failed-login protections active without causing sign-in issues.
Fixed Sales order fulfillment: Delivery orders now reserve stock automatically when a sale is confirmed, so available quantities update correctly and fulfillment can proceed without manual reservation
Fixed Customer portal: The customer portal now works reliably when sign-up features are enabled, resolving a missing setup dependency that could prevent portal pages from loading properly
Updated Invoice due list: The due list now uses properly formatted due dates, so invoices with standard or installment payment terms show accurate due dates in the report
Added Date and time formatting: Zelo can now format date, time, and datetime fields using the user’s selected language, so records, reports, and documents display familiar regional date and time styles. This makes localized data easier to read for users in different regions.
Updated Support website icon: The support website menu now displays a refreshed icon, making the support section easier to spot in Zelo
Improved Interface icons: Several Zelo module and menu icons have been refreshed with clearer visuals, helping users recognize workspaces such as time tracking, activities, product catalog, and core settings more quickly
Updated Global search: The Omnisearch menu now has a new icon, making it easier to spot in the navigation, and search results show the record type more reliably.
Updated Module icons: Zelo now uses a refreshed set of module icons, making applications easier to identify in menus and dashboards. The visual update improves consistency across the workspace without changing any functionality.
Fixed Report QR codes: QR codes on standard reports now render reliably when document names contain special characters, because Zelo converts the document reference into a safe web address format before generating the barcode. This ensures the code is displayed and scanned correctly in printed or digital report views.
Fixed Overdue payments report: The totals row now aligns correctly with the report columns, making due, paid, and matured amounts easier to read.
Fixed Global search: Global searches now skip areas you do not have permission to view and continue searching the rest of Zelo, so results load reliably instead of stopping with an access error
Improved Global search: Additional checks confirm that global search correctly finds partners by name or email and avoids false matches.
Fixed Global search setup: The instant search configuration screen now displays correctly. Administrators can reliably assign the record types, users, and searchable fields that appear in Zelo’s global search, helping results stay accurate and consistent.
Fixed Invoice tax stamp: Invoices that require the Italian tax stamp now automatically enable the stamp when they are saved or updated. This keeps the stamp in place even if the update does not explicitly include the stamp value.
Added Global search and progress indicator: Zelo now includes an enhanced global search with instant suggestions and a visual progress indicator for time-consuming operations. Users can find records across modules more quickly and see live status for imports, report generation, and scheduled jobs, reducing uncertainty while waiting for results.
Improved Report layout: Report templates now load without extra editing dependencies, so previewing and editing reports is smoother
Fixed Model overview report: The model overview report now generates reliably instead of failing when the standard web page container is unavailable
Added Company transfer account: You can now choose a transfer account for each company directly in the company settings. This helps Zelo apply the correct account when processing transfers, reducing manual setup and accounting errors.
Improved Sale order quantity warning: When you reduce an ordered quantity on a sale order, Zelo now gives a clearer warning. It reminds you to update the delivery order if needed and to check whether related purchase or production orders should also be canceled.
Fixed Password security: Password history and expiration checks now use company settings correctly. This helps ensure users cannot reuse old passwords and must change expired passwords as configured.
Updated Document category view: The Documents tab in a document category no longer displays the index/content section, keeping the category view cleaner and focused on the category structure
Added Knowledge base: Zelo now includes a built-in knowledge base where teams can create and organize internal documentation pages by category, track page changes with history, and compare versions to keep company knowledge current and easy to find
Added Password security policies: You can now configure company-level password requirements in Zelo, such as expiration periods, minimum length, required uppercase/lowercase letters, numbers, special characters, and password reuse limits. These rules are enforced when users change or reset their passwords, making account security easier to manage across the organization.
Updated Activity form editing: Activity records can now be edited directly in the form view, so users can update activity details without leaving the activity screen. This replaces the previous read-only behavior and makes follow-up information easier to maintain.
Updated Branding: User-facing messages now consistently refer to Zelo instead of legacy product names in notification permission prompts, Point of Sale bug reports, and guided tours, making the interface clearer and more consistent for customers.
Updated Activity visibility: The default activity view now includes all activities for internal users, not just activities assigned to you or left unassigned. This makes it easier to follow shared follow-ups, track team progress, and spot upcoming calls, meetings, or reminders without manually changing filters.
Added User email field: The email address is now visible in the user’s Preferences tab. Administrators can review the contact email used for notifications and communication without opening another form.
Fixed Activity board: Activity views now handle empty activity selections more consistently. Users no longer see unexpected activity data when no activities are available.
Improved Task ordering: New project tasks now receive a sensible default sequence that places them after existing tasks. This keeps task lists in a predictable order and makes it easier to arrange work by priority and sequence.
Added Sequential task codes: Project tasks in Zelo can now be assigned automatically generated sequential codes, making them easier to identify and reference. New tasks and duplicated tasks each receive their own unique code, and administrators can adjust the numbering sequence in settings.
Added Activity board: Zelo now includes a dedicated board for tracking follow-ups and tasks. You can view activities in list, kanban, calendar, pivot, and graph views, then open the related record directly from any activity.
Added Report footer QR codes: Zelo now places a QR code in the footer of standard reports whenever a document reference is available, allowing users to scan a printed or exported report and quickly access the related document details
Updated Report titles: The default title used when a report is opened or printed is now simply “Report” instead of an extra branded label, making generated reports look cleaner and more aligned with your company’s identity. Related dashboard and website link descriptions were also updated for consistency.
Updated Bank receipt creation: Bank receipt line items and batches can no longer be created directly from the list views. New records should be created through the intended bank receipt workflow, which helps keep partner, maturity, and payment details consistent in Zelo.
Fixed List view configuration buttons: The configuration button now appears in list views even when the create or add-record action is disabled, so users can still open list view settings and adjust visible fields or layout options without needing create access.
Fixed Link colors: Links in form views and across the Zelo backend now appear in the intended link color. They also darken when hovered, making clickable references easier to identify and use.
Added Image download option: You can now download images shown in Zelo record forms directly from the image field, making it easier to save logos, product photos, and contact pictures without copying them manually.
Added File drag & drop: You can now drag a file from your computer onto an open record form and attach it directly to that record. This makes uploading documents faster because the file is saved as an attachment without opening extra menus. It also gives Zelo a foundation for future drag-and-drop actions.
Improved Transfer list sorting: Transfers now appear by scheduled date, newest first, after priority, so the most recently scheduled transfers are easier to find
Added Clickable list-view links: Relationship fields in list views are now clickable, so you can open the linked record directly from a list. This makes it easier to review related information without first opening each record individually.
Fixed Refresh button icon: The refresh control in list views now displays the correct sync-style icon, making it easier to spot and use when reloading the latest records.
Added List refresh button: A new refresh button now appears next to the pager in list and kanban views. You can reload the current view without changing filters or page numbers, keeping your list up to date with recent changes.
Added Conditional list actions: You can now control whether records can be added or removed in list views and embedded line lists based on their status. This helps enforce workflow rules and prevents accidental changes to records that should be locked.
Added Interactive charts: Zelo can now embed advanced interactive charts in standard views. These charts are rendered directly in the browser, letting users explore trends, compare values, and inspect data in dashboards and reports without leaving Zelo
Added Image display in list views: Zelo list views can now show small images or icons next to records, helping users quickly recognize products, contacts, or other entries. The displayed image can come from an uploaded image, a standard icon, or a generated thumbnail, and its size can be adjusted for a cleaner layout.
Added 2D matrix view: You can now display related records in an editable grid with rows and columns, making it easier to compare and fill in values across multiple items at once. For example, a manager can plan hours for several employees against several projects in one screen.
Fixed Inventory quantity adjustment: The stock quantity adjustment screen now pre-selects the correct product and most recent internal warehouse location more reliably, helping users update on-hand quantities without unexpected errors or empty defaults
Fixed Stock quantity update: The stock correction screen now displays the current available quantity by default. It defaults to the most recent internal location for the selected product and accounts for the chosen lot or batch, helping users start manual quantity adjustments from the correct stock count.
Added Manual procurement from reordering rules: You can now start stock procurements directly from reordering rules, either for one rule or multiple rules at a time. Zelo uses the recommended procurement quantity and adjusts it to the configured procurement unit, while users with the right permission can change the quantity before creating the procurement.
Added Available unreserved stock: You can now see how much of a stocked product is physically available in the warehouse and not already allocated to outbound orders or production orders. This gives warehouse teams a clearer view of real inventory flow and helps them prevent shortages before operations are blocked.
Added Location stock transfer: You can now move products from one location to another using a guided transfer wizard. Choose the source and destination, include all available products or edit the selected lines, and run either an immediate or planned transfer. Immediate transfers process the available quantities right away, while planned transfers create a transfer document that can be reviewed before validation.
Added Product putaway rules: Zelo can now define putaway methods and product-specific storage destinations, helping incoming goods go to the correct location automatically. Users can set preferred putaway locations for products and use those rules when receiving or moving stock.
Improved Delivery confirmation emails: The Send Confirmation Email button now appears on completed delivery orders even when no carrier is selected, so users can send customer confirmation emails without first assigning a shipping carrier
Décembre 2019
Improved Task board appearance: Task cards in Kanban views are now wider and have clearer borders, making it easier to compare tasks and see status at a glance. The updated styling also improves dropdown menus and color indicators, giving a more consistent and readable project board.
Added Current stock Excel export: You can now export current stock quantities and stock value to Excel for a selected warehouse and date. The report provides product-level inventory details, making it easier to review and share stock positions.
Updated Inventory Excel report: The stock information export now shows the selected inventory date in the report header, so users can clearly see which date the stock quantities and valuation are based on. It also presents a cleaner layout by focusing on net on-hand and valuation details.
Added Inventory Excel export: You can now specify a date when exporting inventory, so quantities on hand and their valuation reflect the stock position as of that date. This helps you review historical stock levels and values without manually adjusting current reports.
Updated Guided tours: Guided tours are temporarily disabled because a tour element could remain visible after a step should close. This prevents leftover overlays from blocking the interface while the tour experience is being refined.
Added Project task priorities: Tasks can now be marked with four priority levels: Low, Normal, High, and Do it now. This helps project teams flag urgent work and keep task lists sorted by importance.
Fixed Translation loading: Zelo can now process localization files that include context clues for translations, so translated labels and messages appear correctly. This makes multilingual support more reliable across Zelo screens and reports.
Fixed Point of Sale discount display: The discount note shown on product lines now uses translatable wording, so the message displays correctly in the selected language. This helps POS users see clear, localized discount information while processing orders.
Improved Translation context: Translation files now include context for repeated terms. This lets the same word be translated differently depending on where it appears in Zelo, making labels and messages more natural.
Fixed Bank receipt error message: The warning shown when issuing a bank receipt with a negative amount now displays correctly in localized languages, while still showing the supplier, selected invoice lines, and total amount that prevented the receipt from being created
Updated Ri.Ba. error message: The validation message shown when a Ri.Ba. contains a negative amount now uses clearer wording, helping users understand why the bank collection cannot be issued
Fixed Bank receipt issuance: Zelo now prevents creating bank receipt lists from accounting lines with negative amounts. This helps avoid invalid or inconsistent bank receipt records and gives users a clear warning before issuance.
Fixed Bank receipt reconciliation: Credit notes that partially reconcile bills on bank receipts are now processed correctly. Zelo now calculates the proper debit and credit amounts when a credit note only settles part of a bill, so unresolved bank receipt entries are posted correctly and the related accounts stay balanced.
Fixed Database backup options: The database manager now presents backup choices in the expected order and uses clearer labels for each option. This makes it easier to choose between a database-only backup and a zip archive that includes attached files.
Fixed Translation module availability: The translation module’s install status has been corrected so it no longer appears as a separately installable option. This prevents configuration issues and keeps language support available through the standard system.
Updated Module descriptions: The descriptions shown for Zelo modules in the settings and module catalog have been refreshed for clarity. This helps customers find the right features and understand what each module does before installing or configuring it.
Improved App setup: Zelo now applies consistent default settings when an app option is missing. This makes adding or updating apps more predictable and reduces unexpected configuration gaps.
Removed Outdated technical documentation: Legacy technical documentation has been removed from Zelo because it is now maintained in a dedicated documentation repository. Users can now rely on the centralized documentation source for current guides, reducing confusion from outdated references.
Added Default notification emails: Automatic notification emails now include a short explanatory note before the message body, helping recipients understand that the email was sent because an action occurred on a document they are following.
Updated Sales and recruitment notifications: Routine lead, opportunity, and applicant updates now default to internal-only notifications. Your team still sees these events in the record chatter, but external contacts are not notified by default.
Improved Italian e-invoice import: Incoming Italian supplier invoices now import more reliably, with better support for common FatturaPA details such as supplier information, delivery data, and purchase-order references. This helps reduce manual corrections when importing supplier invoices from Italian business partners.
Fixed Duplicate invoice imports: Zelo now prevents the same Italian e-invoice file from being imported twice. It checks whether the file was already imported before creating a new incoming invoice attachment, avoiding duplicate vendor invoice records.
Added Product matching for e-invoice import: Zelo can now automatically identify a product on imported Italian electronic invoices even when the supplier code is missing. It uses previous purchase invoices from the same supplier with the same line description, and can also fill in the product when a purchase order is selected on the invoice.
Fixed Location import: The import of postal codes and city data now uses the correct GeoNames sources and maps each record’s postal code, place name, state, and coordinates more accurately. This makes imported locations more reliable and less likely to be missing or misplaced in Zelo.
Updated Location data import: The default source for importing postal code and location details from Geonames has been refreshed, so customers can download country data more reliably without changing any settings
Fixed Bank receipts list report: The bank receipts list report now displays a clearer date label in the report header. This makes the generated report easier to read when printing or exporting it.
Fixed Invoice report grouping: Invoice lines now group correctly by delivery when a bill is only partially delivered, so report quantities reflect the actual delivered amounts instead of the full bill quantity
Updated Delivery-grouped invoice report: The report that groups invoice lines by delivery has been further validated, helping ensure invoice lines stay correctly grouped when a sale is fulfilled across multiple deliveries
Improved Sales order processing: Sales order inventory checks now run without unnecessary debug output, making order confirmation and stock reservation cleaner and more reliable
Improved Database backups: Zelo now creates database backups using a more balanced compression level by default, so backups complete faster while still remaining compact.
Fixed Bank receipt batches: Zelo now prevents creating a bank receipt batch when the selected items have different maturity dates. This ensures each batch has a single due date, making the document easier to review and less likely to be rejected by the bank.
Updated Unsolved bank receipt review: The skip option is no longer shown in the unsolved RIBA wizard, so users must create the accounting entry or cancel instead of marking the line unsolved without processing it.
Improved Purchase invoice matching: Purchase orders now appear on the invoice when the invoice is addressed to a contact linked to the order’s company. This lets users connect invoices to the right orders for individual contacts, not just the main company.
Improved Email queue processing: Outgoing email notifications are now checked every two minutes and sent in smaller groups, so messages are delivered more quickly. Progress is saved after each message, making the mail queue more reliable.
Improved Outgoing email delivery: Zelo now uses the email send queue by default and processes queued messages every two minutes in smaller batches. This makes automated notifications, meeting reminders, and other outgoing emails more reliable and less likely to fail during busy periods.
Improved Email sending errors: Zelo now records a clearer failure reason when an outbound email cannot be sent, including likely causes such as missing recipient details, so users can troubleshoot email issues faster
Fixed Task form editing: Editing task records now works more reliably when Etherpad collaborative editing is enabled. The issue where the task form could fail to open or update has been mitigated, so users can continue viewing and saving task details without unexpected interruptions.
Added Point of Sale statement: The statement report now displays a Date column for each operation. This makes it easier to review the timing of transactions recorded in the Point of Sale.
Fixed Advanced search in list views: The advanced search header column now displays correctly in dynamic list views, ensuring search and filter controls appear as expected without missing UI elements
Fixed Table display: Wide list views no longer force an unnecessary horizontal scrollbar. Data-heavy tables now fit the available space more cleanly, making them easier to scan.
Fixed Responsive table display: Wide tables now display within the page width in Firefox, removing an unnecessary horizontal scrollbar. This makes list views fit better on smaller screens.
Fixed Responsive table layout: Wide tables now fit the page width more reliably in Firefox, removing an unnecessary horizontal scrollbar so list views are easier to read and scroll.
Fixed Careers site job listings: The public recruitment page now loads correctly when visitor location information is missing, preventing an error and allowing candidates to browse job openings normally
Updated User group management: Administrators can now adjust user group assignments without being blocked by a temporary implied-group restriction. This makes it easier to remove or replace access groups while Zelo refines the protection around dependent permissions.
Novembre 2019
Removed Bank receipt accreditation: The option to skip creating the bank accreditation journal entry has been removed, so accrediting bank receipts now always records the corresponding accounting entry.
Removed Bank receipt accreditation: The skip option in the accreditation wizard is no longer available. When you confirm a bank receipt, Zelo now always creates the corresponding accreditation journal entry, ensuring the bank statement and accounting records stay aligned.
Added Bank receipt grouping: Bank receipt lists can now be grouped by maturity date at the day level. This makes it easier to see which receipts are due each day and prioritize collections.
Updated RIBA menu: The Unsolved Invoices menu item is now hidden from the RIBA section, keeping the menu simpler and easier to navigate. Related invoices remain available through the normal invoice views.
Fixed Unsolved bank receipt entries: Unsolved entries now reconcile related transfer records automatically. This ensures bank receipt processing clears the correct debit and credit amounts without manual reconciliation.
Fixed List view column resizing: Resizing columns in Zelo list views now behaves more predictably, allowing narrower widths without unexpectedly shrinking the next column. Group header labels also display with better spacing in grouped lists.
Fixed Unsolved bank receipt processing: Marking a bank receipt line as unsolved now creates the required transfer entry and reopens the customer’s due credit, keeping payment reconciliation and customer balances accurate.
Fixed Unsolved bank receipt entries: Marking a bank receipt line as unsolved now also reverses the matching invoice payment reconciliation, so the related invoice reopens and its paid status is no longer shown incorrectly.
Updated RIBA issuance: The process for preparing Italian bank receipt (RIBA) lists has been streamlined. Line numbering and grouping by customer and due date now stay consistent when creating the list.
Improved List view: The Add an item option now appears only on the last page of a paginated list, helping users add new records at the end of the list without seeing the link on every page
Improved Bank receipt list status: RIBA bank receipt lists now reflect paid or unsolved status more accurately after reconciliation. The list status is determined by the actual state of each included receipt line, reducing unexpected status changes.
Removed Automatic list view cleanup: Upgrades no longer automatically remove the row-number and sticky-header enhancements from list views. Customers who rely on these display options can keep them after upgrading Zelo.
Fixed List selection highlighting: Rows selected through range selection in dynamic list views now keep their highlighted state, making it easier to see exactly which records are chosen before performing an action.
Removed List view options: The optional row-number column and sticky list headers have been removed from list views. Records will no longer display a separate row number, and column headers will not stay fixed while scrolling. This simplifies list views and reduces potential display inconsistencies.
Fixed Bank receipt statement status: A bank receipt statement is now marked as paid only when all of its receipt lines are paid, and it can be set to unsolved if some lines remain unresolved. This prevents partially paid statements from appearing fully paid, giving finance teams a more accurate view of outstanding bank receipts.
Fixed RIBA settlement date: The settlement accounting entry now uses the RIBA accreditation date instead of the current processing date. This ensures settlement records reflect the actual bank date for more accurate financial reporting.
Fixed Italian bank receipts: Date handling for bank receipt accreditation and unresolved receipts has been corrected, making status changes more dependable when processing payments and related expenses
Fixed Italian bank receipt processing: Accreditation and unsolved status updates now handle required dates more consistently, helping bank receipt reconciliation complete without unexpected validation errors during financial closing
Fixed List view range selection: Range selection now works correctly with dynamic list views. Selecting a block of records updates the checkboxes and selection state properly, preventing records from being missed or appearing selected when they are not.
Added Unsolved bank receipt date: You can now specify the unsolved date when generating the accounting entry for an unsolved bank receipt. The entry is posted with the date you select, so follow-up records and reports reflect the actual unresolved payment date.
Added Mass unposting of journal entries: You can now select several posted journal entries and unpost them together. The new wizard confirms the bulk action and moves the selected entries back to draft status, reducing manual work when correcting multiple records.
Fixed Bank receipt accreditation: The selected accreditation date is now consistently recorded on the accounting entry and the receipt record, so bank-related reports reflect the actual date the receipt was credited.
Added Bank receipt accreditation date: The bank accreditation wizard now includes a date field for the date the bank credited the payment. This date is used when creating the accounting entry, so the entry matches the actual bank accreditation date.
Added RIBA unsolved entries: You can now settle an unsolved RIBA entry when it is connected to more than one bill. Zelo now records the overdue amount for each related invoice and confirms that the total matches the expected amount before the entry is completed.
Fixed Bank receipt acceptance date: When a bank receipt is accepted without an explicit acceptance date, Zelo now records the registration date instead of the current date. This keeps the acceptance date aligned with when the receipt was originally registered and avoids confusing date mismatches in reports.
Updated Invoice bank details: The bank fields on invoice reports now prevent quick creation or editing, so bank details must be managed in their dedicated bank settings for consistency
Fixed List view column customization: Showing, hiding, or relabeling columns now affects only standard data columns. This keeps extra list-view elements intact while you customize your view.
Fixed Dynamic list view defaults: Restoring default columns now runs the restore action only once, preventing duplicate processing that could leave column visibility or labels out of sync
Improved Session cleanup: Zelo now cleans up old user sessions less frequently instead of on every request. This reduces unnecessary background processing and helps keep the system responsive.
Fixed Session cleanup: Expired login sessions are now removed more safely when multiple users access Zelo at the same time. This reduces the chance of intermittent errors during the background session cleanup process.
Added Product list view: The default product list now includes the barcode for each product, making it easier to scan, verify, and manage product identification without opening the product form.
Fixed Withholding tax payment wizard: The payment account field now appears after the journal field, so you can choose the payment journal and account in a more logical order when recording withholding tax payments
Fixed Withholding tax payment creation: The payment creation wizard now correctly carries the payment date, account, and journal into the withholding tax payment, so generated tax moves are created with complete and accurate details
Fixed Price history tracking: Price history now correctly records the first price change for a product, including when a price is set to zero. This ensures the initial pricing entry is captured instead of being treated as an unchanged value, giving customers a complete and reliable pricing audit trail.
Added Product barcode search: You can now see and search by barcode in product and variant lists, and barcode lookups run faster.
Added Inventory update in product list: A new Update Inventory button is now available in the product list view. You can click it to adjust a product’s on-hand quantity directly from the list, helping keep stock counts current without opening the full product form. The button appears for inventory products where available quantity is shown.
Improved Chart of accounts deletion: Deleting an account now gives clearer blocking details. If the account is still linked to journal entries or assigned to a customer or vendor, Zelo identifies the related record so you can resolve the issue before retrying.
Fixed Website product image zoom: Zooming in on product photos in the Zelo website now shows the correct magnified area with a clear bordered preview. The main product image also appears in the Images tab for easier review.
Fixed Forum email verification: Zelo now detects when a validation email fails to send and no longer marks it as sent, so you can retry the request and confirm your forum email more reliably.
Improved Connection handling: Zelo now uses a larger connection backlog, so it can queue more incoming requests when traffic spikes. This helps prevent slow responses or dropped connections when many users work simultaneously.
Improved Server limit handling: Zelo now applies its server limits more consistently after processing work, helping the system remain stable and responsive during busy periods. This reduces the chance of the service becoming unresponsive when many users or automated jobs are running.
Improved Image display: Images shown in Zelo are no longer automatically reduced to a 500 by 500 pixel maximum. Larger photos and attachments can now display with their intended size and detail.
Fixed Product price history: Zelo now avoids creating duplicate price history entries when product prices are saved without an actual change, so history reports reflect only meaningful updates to sale, standard, and list prices.
Improved Testing environment capacity: The test database can now handle a much larger number of simultaneous connections, helping Zelo perform reliably under heavier multi-user and multi-module workloads.
Improved Default server capacity: The default Zelo configuration now supports more concurrent processing and background task execution. This helps larger user groups and scheduled jobs run more smoothly during busy periods.
Added Product stock move graph view: You can now open product stock moves in a graph view to visualize movement quantities and trends directly from the inventory move list.
Added Message activity views: The Messages screen now includes pivot and graph views, letting you aggregate and visualize message activity by date, channel, or other fields to review communication trends more easily
Improved Test environment: Automated quality checks now set up the test database in the correct order, so validation runs are more stable and reliable
Added Journal entry graph view: You can now view journal entries as a graph to analyze amounts and trends by period, account, or other filters alongside list and board views.
Improved Service restarts: Zelo now preloads the test database by default, so restarting the service in test environments is noticeably faster and repeated testing runs more smoothly.
Updated Dynamic list views: Personalized column settings are now saved and restored more consistently, so your custom list layouts remain available when you open a list view. This helps keep displayed, required, and hidden columns aligned with your preferences.
Fixed User access group updates: Zelo now correctly handles groups that are automatically included by other groups when saving user permissions. This prevents false errors when removing an implied group and lets administrators apply intended access changes more reliably.
Fixed Bank receipt entries: Credit notes and negative amounts are now handled correctly in Italian bank receipts, ensuring compensations are posted with the proper debit and credit values.
Fixed Dynamic list view search: Numeric searches in dynamic list views now process valid values correctly, and users receive a clear prompt when they enter a number that Zelo cannot interpret.
Fixed Dynamic list view search: Invalid number entries in searchable numeric fields now display a clear validation message, and the list view remains usable instead of stopping with an unexpected error.
Octobre 2019
Improved Barcode picking: A new Quick Quit button now lets users exit the barcode scanning flow and return directly to the picking form, while the broken Change Location option has been disabled to prevent errors
Fixed Related field custom filters: Creating a custom filter on a related field no longer fails when the field already has a built-in filtering rule. The selection list now opens normally, so users can choose values and save their filter.
Fixed Custom view saving: Customized form and list views now save changes correctly, so your preferred column layouts, filters, and field arrangements are no longer lost when updating or reopening saved views.
Fixed Accounting report printing: Printed accounting reports now reliably show table borders, so line items, totals, and column details are easier to read on paper and in PDF exports
Fixed Calendar event creation: Events created from activities now copy the activity title and note correctly, even when those fields are empty, so new calendar appointments show the intended subject and details.
Added Calendar activities: Activities can now be linked to calendar events, so scheduling a follow-up from a record opens a matching event with the activity’s title, notes, and related record. This keeps planned tasks visible in the calendar alongside meetings.
Fixed Calendar activity scheduling: The Calendar module now displays the correct scheduling option in the activity dialog, so users can schedule an activity rather than only a meeting. The Italian interface also shows the updated label consistently.
Updated Activity reminders: The background reminder that flags upcoming activities is now maintained with the activities list feature, so reminder processing stays aligned with where users review their activities
Fixed Record saving and validation messages: Zelo now applies the standard save check in custom list views and shows clearer messages when required, unique, or related-record rules are not met. This helps users identify the exact data issue instead of receiving a generic error.
Added Development helper: A new utility helps set up a local network tunnel for testing Zelo. It makes it easier for technical teams to verify connections and configuration in isolated environments.
Fixed System setup: We corrected an installation automation issue so required Zelo components are recognized and installed properly during setup or updates. This helps ensure the system has the right tools available after installation.
Added Hourly grouping: You can now group records by the hour of a date or time field, giving a closer view of activity within each day.
Updated Setup automation: The automated setup used to prepare a Zelo environment now uses a current method for adding required components. This keeps the installation process clear and consistent as Zelo evolves.
Added Barcode picking support: You can now process stock pickings with a barcode scanner on a dedicated scanning page, where scanned product, location, or package barcodes are matched to the correct picking lines and quantities are updated automatically. This helps warehouse teams pick, pack, and receive items faster with fewer manual entry errors. The application sidebar toggle also expands and collapses more reliably.
Fixed Web asset delivery: Interface files now store the correct file type when saved, so styles and scripts load reliably instead of relying on the system to guess the format
Fixed Journal entry balances: Journal entry balance checks now treat differences smaller than one millionth as balanced, preventing false errors caused by tiny rounding differences
Fixed Password sign-in: Login now handles older unencrypted passwords by automatically converting them to a secure hashed format before checking credentials
Fixed Activity notifications: Due and overdue activity reminders now build their message content safely. Users continue to receive timely notifications even when an activity has no summary or note.
Fixed Password startup encryption: Zelo no longer re-encrypts every user’s password when the system starts. This prevents long initialization delays for large user bases while keeping login security intact.
Fixed Advanced search filtering: Multiple search conditions in list views are now combined with an “and” rule, so results only appear when they match every selected filter rather than any one of them. This makes filtering by several values more predictable and accurate.
Improved Database backup compression: Database-only backups now use the highest compression level, making backup files smaller and easier to store or transfer while remaining fully restorable
Added Performance profiling: Administrators can now capture timing details for user actions and database queries while using Zelo. The new Profiler menu records how long requests and queries take, helping you identify slow operations and improve system responsiveness.
Updated Legacy list-view add-ons: Zelo now automatically removes older add-ons that added row numbers or sticky headers to list views during setup or upgrades. This keeps list views consistent and prevents duplicate or conflicting features.
Updated Profile installation: The profile setup now automatically removes outdated optional table-view add-ons after installation, leaving your Zelo workspace cleaner and reducing unexpected behavior in list views
Updated Profile setup: Profile activation now runs a preparation step before Zelo loads. It removes the row-number and sticky-header list-view helpers to keep list views consistent.
Fixed Profile setup: Base profile installation no longer automatically removes optional list-view features such as row numbering and sticky list headers. This makes profile setup and upgrades more predictable and prevents unexpected loss of list-view functionality.
Fixed Module uninstall handling: Unwanted profile modules are now removed without saving intermediate changes, so the setup step completes more safely and avoids leaving Zelo in a partially updated state.
Improved Upgrade testing: Upgrade checks now run against an empty database instead of demo data, making validation more representative of real deployments and helping catch upgrade issues earlier
Fixed Profile setup: Profile installation now completes reliably during initial setup. This prevents an error that could stop unwanted profile modules from being cleaned up, keeping your Zelo profile consistent.
Added Installation consistency: Zelo now automatically aligns the installed feature set with the expected profile during setup. Obsolete list-view components are removed, and support for the dynamic list view is enabled, giving users a cleaner and more consistent experience.
Updated Dynamic list views: Sticky column headers are no longer enabled in dynamic list views, and text search fields now support multiple search terms so users can filter records more flexibly
Improved Dynamic list view: The dynamic list view has been refined internally to keep search filters, grouping, and record selection in sync. This makes list-based screens in Zelo feel more stable when you add, remove, or adjust filters.
Improved Filter chip removal: The remove icon on advanced filter chips in list views now uses a clearer circular close symbol. This makes it easier to spot and dismiss individual selected filter values while keeping the rest of your filter setup intact.
Updated Dynamic list view: The dynamic list view was refined to make advanced date and datetime filtering more consistent. Search criteria now apply more reliably, so filtered lists and saved searches behave as expected.
Fixed Dynamic list views: Dynamic list views no longer attempt to load all available data at once, preventing slow or unstable behavior on large lists. Users can now open, refresh, and work with list views more smoothly, with only the needed records loaded.
Updated Dynamic list view: The internal handling of search filters in dynamic list views has been streamlined, so filtered records and advanced search refinements refresh more consistently
Improved Dynamic list view filtering: Removing active search filters now works more consistently in dynamic list views, so the list of records and the displayed filter state stay in sync.
Improved Dynamic list views: Saved list view preferences now stay correctly connected to the right view, so column and display customizations restore more reliably
Fixed Dynamic list views: Saved column and filter preferences now apply reliably when you open or refresh a list. Advanced search criteria, including date and datetime fields, are also handled more consistently.
Fixed Sticky list headers: The sticky header behavior for list views has been restored, so table headers now stay visible while you scroll through long lists. This returns the expected scrolling behavior for data views in Zelo.
Added Dynamic list views: You can now customize list views on the fly, choose which fields to display, and arrange them to match your workflow. The enhanced view includes sticky headers and an advanced search panel, so large data sets are easier to scan, filter, and act on.
Fixed Module upgrades: Module upgrades no longer reload sample data, so existing demo records are preserved and upgrades are less likely to alter your environment
Updated Upgrade validation: The upgrade check now uses the latest release baseline. This helps confirm that Zelo can move smoothly to newer supported versions.
Fixed Field value handling: Corrected a minor wording error in an internal note about how field values are stored and retrieved, keeping the technical documentation clear without changing what you see in Zelo
Fixed PDF report parameters: Invalid custom parameters for PDF report generation are now correctly identified and blocked when saving report paper formats. This helps keep report layouts valid and avoids unexpected issues when generating PDFs.
Fixed Invoice line editing: Changing product, price, quantity, discount, partner, company, or currency on an invoice line now correctly blocks the edit if the invoice is not in draft, preventing accidental changes to finalized invoices when multiple lines are updated at once
Updated Italian asset translations: The Italian interface now uses clearer labels for fixed-asset depreciation settings, helping users better recognize the depreciation fund and expense accounts when managing asset entries.
Fixed Field value refresh: Zelo now re-checks and stores calculated field values in its in-session memory when they are first read, preventing rare cases where a record shows a missing or outdated value
Fixed Contract sale orders: Contract-to-sale-order processing is now more reliably validated, reducing the risk of issues affecting sales created from contracts.
Updated Invoice status validation: An unstable automatic check for paid or reconciled invoices has been temporarily disabled. This prevents false alerts about invoices being left in an open state while the check is reviewed, and other accounting validations continue to work as usual.
Fixed Accounting test report: The report now uses the selected accounting test records when generating output, so users can reliably print or export the intended test results without missing or incorrect data.
Fixed Recurring contract sales: Sale orders and invoices created from recurring contracts now link to the correct contract record, keeping recurring billing and related sales documents consistent.
Added Recurring sales contracts: You can now set up contracts to generate recurring sales orders instead of invoices. The generated sales orders can be confirmed automatically, making repeat customer sales easier to manage.
Fixed Expense re-invoicing: The expense re-invoicing area now correctly includes the timesheet sales support it relies on, so users can re-invoice employee expenses linked to sales orders. This prevents missing features when using timesheet-based sales with expense billing.
Fixed Record pack export: Attached files are now exported correctly from the database, so data packs include documents and other attachments without missing files or export errors
Improved Invoice line editing: Confirmed invoices can now be adjusted for non-financial line details without reopening them to draft. Key financial fields such as product, quantity, unit price, discount, partner, company, and currency remain locked to keep e-billing data consistent and compliant.
Fixed Product cost history: Standard price changes now reliably add a price history entry, including updates made from bill-of-materials cost recalculations. This helps you trace why a product’s standard cost changed over time.
Fixed Invoice line editing: Invoice lines can now only be changed while the invoice is still in draft. Once the invoice is posted or no longer editable, Zelo prevents line changes to protect finalized amounts and details.
Fixed Product invoicing settings: Service products now show the correct service invoicing option on the product form, while standard products continue to display the usual invoicing policy. This makes the relevant billing setting visible and easier to configure for each product type.
Updated Product branding: Zelo now uses consistent branding in visible help texts, setup messages, and interface labels across accounting, email, web, and related areas. This makes the experience feel unified while leaving all existing functionality unchanged.
Fixed Task repetition: Recurring tasks are now generated from the task start date, so the end date and deadline are calculated correctly when you use an until date. This makes repeated task creation more predictable in the task repetition form.
Added Multi-order downpayments: You can now create a downpayment or credit note for several sale orders at once. The advance payment option is now available when multiple orders are selected, making batch advance invoicing faster and easier.
Added Activity reminders: Zelo now automatically checks activities every 30 minutes and shows a reminder popup for tasks due today or already overdue. Each reminder includes the activity title, summary, and notes, and remains on screen long enough to read.
Improved Record label loading: Zelo now resolves record names more efficiently when lists, groups, and reports are displayed. This reduces unnecessary database lookups, so common screens load faster, especially when many related records are grouped or searched at once.
Improved Attachment search: Attachment search now includes files linked to business records as well as standalone files, so users can locate related documents without needing to know where they are stored. This makes finding supporting attachments across Zelo faster and more complete.
Fixed Attachment storage migration: External link attachments are now skipped when Zelo migrates stored files to the selected storage location, so only attachments with actual stored content are processed.
Updated Web session storage: Zelo now keeps web login sessions in the database instead of local server files. This helps session data stay consistent and available when multiple Zelo servers are running.
Fixed Database backups: Database backups now create reliably when using the compact backup format because Zelo no longer starts the backup with unsupported parallel processing
Fixed System upgrade: A small correction to an upgrade step now ensures the attachment storage location is prepared correctly before moving to a newer version. This helps prevent interruptions during the upgrade process.
Fixed Attachment file cleanup: Zelo now cleans up unused attachment files across all supported storage locations. This helps prevent old duplicate or orphaned files from staying behind after attachments are moved or consolidated.
Improved Database backup and restore: Zelo now uses PostgreSQL’s custom backup format and parallel restore for database-only backups, making database dumps and restores faster and more reliable without including file storage.
Fixed Database backup and restore: Database-only backups and restores now work correctly. You can create a backup containing just the database data and restore it from either a ZIP backup package or a standalone SQL dump file, without requiring attached files to be included.
Updated Attachment storage: Zelo now stores uploaded attachments in the database by default instead of separate server files. This keeps files with the main data, making backups, restores, and multi-server setups more reliable.
Fixed Attachment migration: Zelo now uses the standard database storage as the default when moving attachments and handles duplicate file attachments more consistently during storage changes. This makes upgrades and storage switches more reliable, reducing the chance that files are missed or left in the old location.
Fixed Document attachments: Attachment records now receive a valid default storage setting, and the process for moving existing files to the intended storage is more reliable, including cleanup of leftover temporary files. This reduces the chance of missing or inaccessible documents in Zelo.
Improved Attachment storage: Zelo’s internal handling of stored attachments was refined, helping the system keep file storage consistent when attachments are migrated between storage locations
Fixed Attachment storage: Attached files now open and remove correctly when stored in the large-object location, and storage migrations now include attachments that previously had no storage location set
Fixed Large attachments: Very large files stored in Zelo’s database-backed storage now load correctly, so previews and downloads work as expected after a recent change
Updated Attachment storage: Zelo now prepares document storage for smoother upgrades by tracking the current storage location for attachments. This helps files remain accessible and consistent as the system evolves.
Improved Attachment storage: File attachments now use the active storage setting consistently when they are saved, opened, or deleted, including large files stored directly in the database. This makes attached documents behave more reliably across Zelo records and reduces the risk of missing or misplaced files.
Updated Document indexing: Zelo no longer extracts searchable text from uploaded document files when preparing attachment indexes. It now relies on standard attachment indexing, which reduces processing load. Users can still upload, store, and manage documents, but full-text search inside file contents may be limited.
Improved File attachments: Zelo now manages large file attachments more efficiently by keeping track of whether each file is stored in the database or on the file system. This reduces extra checks when opening, saving, or deleting files, making attachment handling faster and more reliable.
Compatibility Automated checks: Internal validation steps have been temporarily adjusted for newer tooling versions. This helps Zelo updates and maintenance tasks continue to run smoothly without unrelated interruptions.
Fixed Database restore: Database restores now run as a single transaction, so if the restore fails, Zelo leaves the existing database intact instead of applying only part of the backup
Improved File attachments: Zelo now stores attachments using a database-native large-file storage method, and existing attachments are migrated automatically. This reduces memory usage for large files, keeps full-system backups consistent, and supports multi-server deployments without shared file storage.
Improved Database performance: Zelo’s database write settings were tuned to reduce unnecessary disk write overhead, helping large data operations run more efficiently while preserving normal data integrity.
Fixed Attachment cleanup: Zelo now handles file-storage errors more precisely while marking attachment files for cleanup, making the process more reliable and less likely to ignore real storage problems.
Improved Database maintenance visibility: Routine database maintenance now reports its status messages to the system log, giving administrators clearer confirmation that tasks completed successfully and faster insight if a maintenance step fails.
Fixed Database restoration: Database backups now restore reliably even when the restore process is set to run in quiet mode, fixing an issue that could prevent the restoration from completing correctly
Added Detailed database restore logs: Database restore operations can now produce detailed output, helping administrators identify issues or bottlenecks during the restore process.
Updated Database backups and command shell: Zelo now restores only current backup archives, so older backup files are no longer supported. The interactive command shell can also start without a database selected.
Updated Kanban view icon: The Kanban view now has its own distinct icon in the interface. This makes it easier to recognize and differentiate from the Pivot view when choosing how to display records.
Septembre 2019
Fixed Timesheet amount computation: Timesheet amounts are now calculated only when the entry has all required details, including the entered amount, so incomplete timesheets no longer produce incorrect billing or accounting totals
Fixed Timesheet amount calculation: Timesheet amounts now recompute correctly when hours, employee, or account details change, so related sales and project costs reflect accurate billable values
Fixed Survey email template saving: The save icon in the survey email composer now displays correctly, so you can easily save a reusable email template from the template selection area.
Fixed Attachment text search: Zelo has disabled the old plain-text extraction used when indexing attached documents, preventing inaccurate search results and avoiding search issues when users look for words inside attached text files.
Improved Internal quality checks: Automated testing now uses more available system resources, helping verify Zelo updates more quickly and reliably
Updated Career website rating display: The recruitment website’s rating sections now show cleaner star bars, making self-assessment and culture ratings easier to read. Benefits icons for paid time off and sports activities were also refreshed for a more consistent look.
Fixed Selection field values: Selection fields that store numeric values now load correctly, so users see the right option in forms, lists, and reports. Zelo now handles the value conversion reliably when the field is saved as an integer.
Fixed Project settings tooltips: The hover hints for the collaborative task pad settings now appear on the correct controls. This makes it easier to understand how to enable rich text pads and configure the pad installation URL for tasks.
Fixed User group permissions: Group changes now handle inherited access rights correctly, so administrators can remove or reassign groups without receiving false configuration errors when another group already grants the same permissions. This makes permission maintenance smoother and reduces confusion when adjusting user access in Zelo.
Added Purchase order product selection: When adding products to a purchase order line, a new option lets you show only products sold by the selected vendor. This helps procurement teams choose the right items and avoids adding products from suppliers that do not sell them.
Improved Dynamic filters: Filter rules can now use context values while evaluating conditions, allowing saved views and reports to adapt to the current user, company, or selected parameters.
Added Product vendor search: Products now show a searchable Vendors field that combines supplier information from the product and all its variants. This makes it easier to find or filter products by the vendors that sell them.
Improved Supplier product details: Supplier product records now show clearer names in lists and search results. The displayed name combines the supplier, any supplier-specific product name, and the product, and product fields are consistently visible in vendor information views.
Fixed Product pricing: Price updates now work reliably while creating or editing products, even when pricing rules are evaluated before the product is fully saved. This prevents temporary errors during product setup and makes pricelist and price-history calculations more dependable.
Fixed Price history tracking: Price changes no longer cause access errors when a user does not have permission to record history. Zelo still shows the updated standard and extra prices, while skipping the history entry only when the current user cannot write it.
Fixed Sale order line ordering: Global discounts no longer force a fixed position on sale order lines. The discount process now preserves the intended line sequence instead of assigning a default order value.
Fixed Invoice line tax selection: Tax options on invoice lines now load safely based on the invoice type and company. This makes editing invoice lines more reliable and prevents unexpected form errors.
Updated Italian translations: Italian users now see refreshed interface text for common actions, calendar menus, and message labels. The updated wording makes menus, buttons, and system messages easier to read throughout Zelo.
Fixed Product price history: Price changes are now tracked and displayed correctly when a product’s list price or extra price is updated, and the sale order price history view now shows the updated values without missing or duplicated entries.
Fixed Product price history: Price history values now update correctly after a product’s list price or price extra changes. Users can rely on the recorded price points when reviewing past pricing without stale or missing values.
Updated Product list price: The product’s standard selling price now uses a clearer pricing setting behind the scenes, helping Zelo keep the same price consistent across invoices, sales orders, point of sale, and website product pages
Fixed Product price history: Extra price and sale price changes are now saved to the product price history again. When a product variant’s extra attribute price or sale price is changed, Zelo creates a dated history record so users can review the full pricing timeline.
Updated Project creation date: Project records now include the original creation date, helping teams see when a project was set up alongside its assignment and stage update information
Updated Price history: Price history is now included in the standard profile, so list-price changes are captured even when a product has no earlier history. The recent price history shown on sales orders is now read-only, preventing accidental edits to recorded prices.
Improved First page load: Zelo now warms up the web service during startup, so the first page you open after a restart loads more quickly.
Removed Extra price history: Zelo no longer stores a separate history for extra product prices, so product and sales order price history views no longer show that section. List price history entries are also recorded only when the value actually changes, reducing duplicate records.
Updated Price history: Zelo’s price history tracking was refined so product prices are recorded more consistently for sales and purchase activity, giving a clearer view of how a product’s selling and purchase prices change over time
Updated Price history tracking: Zelo no longer writes unnecessary internal price-history messages to server logs. Sale price, list price, and extra price history records continue to be captured normally while log output stays cleaner.
Added Price history: You can now review the history of sale and purchase prices directly from sales orders and purchase orders. This gives a clear view of how product prices have changed over time and helps teams compare current pricing with previous orders.
Improved First page load: Zelo now warms up the server after it starts, so the first request no longer waits for modules to load and the opening page appears faster.
Added Sales order line details: The sales order line list now shows the unit price and discount for each line. This makes it easier to review pricing and spot discounts while working with customer orders.
Improved View refresh: Zelo now clears the view cache whenever a form or list view is saved, so users see updated screen layouts and field definitions right away instead of relying on an outdated cached version
Fixed View search results: View search and read operations no longer use a temporary results cache, so record changes appear immediately instead of showing outdated values
Fixed Timesheet task progress: Tasks now correctly show 100% progress when their project stage is closed. This gives a more accurate view of completed work in timesheets and project tracking.
Improved Screen loading: Zelo now stores recently requested screen layout information in a fast cache. This reduces repeated lookups and helps forms and list views open more quickly in commonly used screens.
Fixed Delivery pricing: Shipping costs are now calculated based on the actual delivered quantities, weight, volume, and sale order currency, so delivery charges on sales orders and invoices are more accurate. This also adds the related delivery reference to the delivery charge line for clearer tracking.
Improved Project task dates: New project tasks now automatically receive an ending date set to the current date and time, which reduces manual data entry. The start and ending date fields are also shown in a clearer location in the project timeline view, making it easier to review and adjust task schedules.
Updated Italian translations: The Italian language pack has been refreshed so interface labels, messages, and help text stay consistent with the latest Zelo features
Improved Translation validation: Zelo now displays a clearer message when a translation is rejected because it is not reversible, showing the original value and the translated value so users can correct the entry more quickly
Added Lot list view: The product lot list now displays expiration and use-by dates alongside quantity, making it easier to identify time-sensitive inventory directly from the list
Fixed User access group changes: Zelo now correctly recognizes all access-group update operations when saving a user, so permission changes are applied reliably and users see the intended roles and access rights.
Fixed Google and LinkedIn icons: Google and LinkedIn brand icons now display correctly across Zelo website pages, email templates, and sign-in options. Previously, these icons could appear missing or inconsistent due to outdated icon styles; they now render as expected.
Added Expiring lots list: The expiring lots list now shows the expiry date, use-by date, and quantity for each lot, making it easier to monitor stock freshness and prioritize items that need attention before they expire
Fixed CRM lead email interpretation: Incoming email data for leads now handles missing escape characters more gracefully, so lead details are captured reliably even when email content contains unusual formatting.
Added Duplex printing preference: Each user can now choose their own duplex printing preference in Zelo. This setting affects how PDF reports are printed, allowing double-sided output when enabled.
Fixed User permission changes: Removing a permission group that is automatically required by another group now stops the save and explains which higher-level permission is keeping it active. This helps administrators resolve permission conflicts instead of silently ending up with the wrong user access.
Improved Error reporting: When an unexpected issue occurs in the web interface, Zelo now adds helpful technical context to the error for investigation, while standard validation and access messages stay clear and unchanged
Improved Error details: Error messages now include more context when an operation in the Zelo web interface fails, such as the requested action and the data being used, helping users and support teams identify the cause more quickly
Updated Ticket shortcut icons: Quick ticket buttons across customer records, equipment maintenance pages, and support ticket pages now use a clearer alternate ticket icon, making it easier to recognize actions for events, maintenance requests, and support tickets at a glance
Improved Partner address form: The address section on the partner creation form now has a clearer, cleaner layout, making it easier to enter street, city, state, ZIP, and country details. The option to use a parent address is also easier to spot and understand.
Fixed Web editor: The browser editor used across Zelo now includes a corrected text-handling routine, reducing the chance of unexpected display or editing issues.
Fixed Text editor scrolling: The text editor no longer moves the page automatically when you navigate with arrow keys, so long notes and descriptions stay stable and easier to edit.
Fixed Partner quick create: The quick create form for partners now displays and saves correctly, so you can add new companies or contacts directly from the partner list without layout issues.
Fixed Text editor scrolling: Zelo’s built-in text editor no longer forces the view to follow the cursor automatically, which previously could pin the current line at the bottom and make editing difficult. Long text fields are now more stable and easier to read while entering or reviewing content.
Fixed Website rating display: Rating percentages now appear as clean whole numbers, and star ratings are calculated correctly so selected values no longer show as negative or inconsistent decimals.
Added Italian translations: Zelo now displays Italian labels for the online store wishlist feature, so customers can see options such as Add to Wishlist and Add to Cart in their language
Fixed Priority indicator icons: The priority field now displays medal icons consistently, with selected priorities highlighted in gold and unselected priorities in muted grey, making priority levels easier to recognize
Improved Website ratings: Star rating displays now render more consistently, including full and half-star ratings, making customer feedback easier to read on website pages
Fixed Website star ratings: Star ratings now display and update correctly, including full and half-star values. Customers can now rate items on the website and see the selected rating reflected immediately.
Fixed Website comment ratings: Comment rating medals now display correctly on the website, so visitors can clearly see awarded ratings next to comments
Fixed Address entry: The extended address form now displays the street number fields correctly. This fixes a layout issue that could leave street number fields missing or blank when adding or editing addresses.
Fixed Partner address settings: The partner form now includes the needed hidden parent-contact reference. This keeps the address-sync option visible only for child contacts with a parent and prevents form errors.
Added Contact addresses: Contacts can now have their own independent street, number, and city details. They no longer need to inherit every address field from the parent company, making personal and office addresses easier to manage.
Updated Core maintenance: Zelo’s internal handling of search conditions and view definitions has been streamlined. This helps keep saved filters, custom views, and related business rules working consistently across the system.
Updated Italian interface wording: Wording for inventory push and pull rules has been refined in the Italian language, giving users clearer labels for stock movement options and destination locations.
Updated Italian translations: Zelo’s Italian interface has been refreshed with additional and revised translations, making menus, buttons, messages, and reports easier to read for Italian-speaking users.
Added Documentation support: Zelo installations now include the necessary tools for building technical documentation and PDF guides, so documentation-related features work without extra manual setup
Fixed Code editor loading: The built-in code editor now loads reliably in Zelo’s web interface after a recent update. Users can open and edit code and configuration fields without the editor failing to appear.
Added Screen view names: Names used to identify screen views can now be translated, so Zelo can show localized view names for users working in different languages, including customized forms and list screens.
Compatibility CRM dashboards and stock barcode reports: Zelo now uses Python 3-compatible date and pagination logic, so monthly lead dashboards and multi-page location barcode sheets continue to generate reliably
Improved Test reliability: Automated test runs now shut down the mail service more completely, reducing flaky results caused by lingering background processes
Compatibility Debian 10 support: Zelo can now be installed and run on Debian 10 Buster, with refreshed system dependencies and service settings for a more stable deployment. This update helps keep the platform aligned with current operating system releases while preserving normal ERP functionality.
Fixed Server service control: Zelo server stop and status checks now verify the recorded process owner before acting. This helps ensure the service is stopped or checked only when it belongs to the expected Zelo user, reducing the chance of affecting an unrelated process.
Fixed Duplex printing preference: The duplex printing option in user settings is now editable, ensuring PDF reports respect each user’s double-sided printing preference
Août 2019
Added In-app documentation: Zelo now includes a built-in help area with illustrated guides for common workflows, so users can find step-by-step instructions directly in the system
Improved Static content updates: Interface assets and static files now use a shorter one-hour cache instead of a one-day cache, so visual updates and file changes in Zelo appear more quickly without users needing to clear their browser cache
Updated Interface icons: Zelo’s icon style sheet has been refreshed so buttons, menus, and status indicators display the correct icons consistently across the web interface. This update keeps older icon references aligned with the current icon set, reducing missing or mismatched icons.
Fixed Icon display: Zelo now shows the correct level-down icon in menus and toolbars after updating the icon compatibility layer, so navigation and action icons remain consistent and recognizable
Updated Event registration list: The “Attended the Event” button now displays an updated arrow icon in the registration list. This makes it easier to spot the action for marking a participant as having attended the event.
Improved Point of Sale session screen: The Put button on open POS sessions now displays a clearer downward arrow icon, making it easier to recognize at a glance
Updated Point of Sale translation: The Italian Point of Sale session screen now uses a clearer label for the opening balance action. The wording for setting the opening balance has been corrected, making the cash-register setup screen easier to read for Italian users.
Updated Italian Point of Sale labels: The Italian Point of Sale settings card now uses a clearer label for the last closing date, helping Italian-speaking users understand the closing status more easily
Updated Italian translations: The Italian label for setting the closing balance in Point of Sale sessions now displays as “Imposta Saldo Chiusura”, giving Italian-speaking users a clearer and more consistent term when closing a POS session
Improved Module installation and upgrades: Zelo no longer repeats a duplicate validation of screen layouts after installing or upgrading a module. This reduces unnecessary processing and helps updates complete more smoothly.
Updated Apps listing: The Apps page no longer opens with a preset “App” search filter, so you can browse available modules more naturally. This makes the module list easier to search and less likely to hide modules you may want to see.
Fixed Mobile POS access: The mobile point of sale screen now loads reliably when accessed from a mobile device. It is no longer incorrectly hidden in the POS interface after a recent update.
Fixed Sales order stock updates: Quantity changes on sales order lines now recalculate the correct stock to procure, properly distinguishing outgoing from incoming movements. This helps prevent incorrect procurement triggers and keeps inventory reservations aligned with the order.
Fixed Order delivery quantities: Canceled delivery operations and product returns now keep delivered or received quantities on related sales and purchase orders accurate, and return operations are set to update the original order by default. Zelo also blocks cancellation of already-delivered sales orders, giving teams a reliable view of remaining quantities.
Updated Core maintenance: Zelo’s core processing routines were simplified for clearer and more consistent behavior. This helps standard ERP actions run more reliably while keeping the same user-facing capabilities.
Improved Number rounding: Zelo now rounds numeric values more consistently and quickly, helping totals, taxes, and financial reports avoid small precision surprises
Updated Core request handling: We streamlined how Zelo processes and logs internal requests, making diagnostics cleaner. Sensitive credentials are still hidden from logs to help support teams troubleshoot safely.
Fixed Portal user creation: Creating a portal account for a contact that is marked as a customer no longer removes the customer flag, so the contact keeps its customer status during setup.
Fixed User group identification: Zelo now correctly stores the stable identifier for user groups when multiple groups are processed together, so access permissions and group-based settings remain consistent
Fixed Invoice section layout: Zelo now properly disables the invoice section layout, allowing you to re-enable sales order sections and have them display correctly on invoice reports
Fixed Invoice report delivery summary: The delivery section on invoices now displays the delivery reference, completion date, and customer reference in a cleaner format without unnecessary labels. This makes grouped delivery information easier to read and verify when reviewing customer invoices.
Updated Sales order sections: The Sales settings option for sorting products into sections with subtotals and page breaks no longer shows a warning about incompatibility with transportation document invoice grouping. This makes the setting clearer and removes an outdated limitation notice.
Fixed Invoice report sections: Sales order sections can now be re-enabled on customer invoices without conflicting with the invoice layout. The invoice report no longer applies a separate section grouping that hides sales order sections, so the chosen section layout appears consistently on printed invoices.
Fixed User group identifiers: The technical identifier for user groups now displays correctly in group records. Administrators can see the stable identifier that helps identify groups in settings and integration-related views.
Updated Italian translations: The Italian interface now shows translated labels and help text for product margin analysis, including expected margin, average prices, and invoice status, so Italian users can review product profitability without switching to English
Updated Portal invitation emails: Invitation messages for following a document now use consistent Zelo wording, so portal users see the product name instead of a generic administrator label. This keeps customer-facing portal notifications clearer and more recognizable.
Updated Sales settings: The option to arrange sale order lines into sections with subtotals and page breaks is now hidden from the settings page. This simplifies sales configuration and helps avoid conflicts with transportation document grouping.
Added Group technical ID: The group form now displays the technical group ID for each access group. This makes it easier to reference the exact group when contacting support or configuring integrations.
Added Last update display: Zelo now shows the last update timestamp on all form views, helping users quickly see when each record was most recently changed and spot recently edited or potentially outdated data.
Updated Accounting access: The default administrator now automatically includes the standard accounting user role. This ensures accounting screens and features are available without manually assigning extra permissions.
Updated Accounting user access: The default user now includes the standard accounting user role in addition to accounting manager, so accounting features are available without manually assigning the role
Improved Data reference lookups: Zelo now finds internal record references more quickly thanks to optimized database indexes, making searches, data synchronization, and third-party integrations that rely on unique identifiers feel faster.
Updated Default administrator profile: The preconfigured administrator account in Zelo now appears as “Zelo” rather than “Administrator.” Its default contact email and email signature are also updated to match the new name.
Updated Italian translation: The Italian label for withholding tax now appears as “Ritenute.” This makes the withholding tax area clearer and more consistent for Italian users in menus and related records.
Updated Italian translation: The Italian interface now uses clearer wording for credit notes, changing the credit note action from “Add Credit Note” to “Create Credit Note” so Italian users can more easily recognize the credit note creation step.
Updated Italian translations: The Italian label for the invoice printing option has been corrected. Italian users now see the proper Print action when they print an invoice.
Updated Italian translations: The Italian label for the electronic invoice action now reads “Prepara Fattura Elettronica” instead of “Esporta Fattura Elettronica”, giving Italian users a clearer term for preparing electronic invoices in Zelo.
Updated Italian e-invoice label: The Italian interface now shows “Prepara Fattura Elettronica” for the e-invoice action, making the label clearer for users preparing Italian e-invoices.
Updated Data import and website forms: A small internal cleanup makes the way Zelo tracks record updates more consistent across these features. There are no visible changes, but this keeps the import and form field handling reliable and easier to maintain.
Fixed Calculated fields: Zelo now calculates values for all records in a list view, preventing missing or outdated totals, statuses, and other dependent values when many records are displayed.
Updated Version identification: Zelo now reports release versions using descriptive release names instead of internal build numbers, so version details are clearer in logs and support messages
Improved Large dataset loading: Zelo can now pre-load up to one million related records in a single request, reducing repeated database lookups and making large lists, forms, and reports feel more responsive.
Fixed Date and time picker on mobile: The picker panel now adjusts its position on mobile screens when it is taller than half the visible area. This keeps the calendar and time options from being cut off, making it easier to select dates and times on phones.
Improved Date picker: The date and time picker now shows Today and Close buttons, giving you quick ways to select the current date or dismiss the calendar. It also has a slightly wider layout and no longer forces focus away from the field when you open it.
Updated Branding consistency: Zelo now removes legacy product references from screens, reports, and system settings. Customers will see a cleaner, more consistent Zelo experience across the application.
Updated Performance profiling: The performance profiling tool now runs database upgrades with standard info-level logging, making it easier to identify slow upgrade steps and report performance issues
Improved Index cleanup: Zelo now skips an unnecessary existence check when removing database indexes. This reduces extra database calls during maintenance and update operations, helping them run more efficiently.
Fixed Membership date validation: Membership products now enforce the correct date rule, so the ending date must be on or after the beginning date. This prevents invalid membership periods from being saved.
Updated Git integration: Zelo now uses a more recent Git library. This makes repositories that store references in a compact format work more reliably, improving Git-connected actions.
Updated App installation: Unused legacy code related to automatic app installation was removed. App updates and installations continue to work through the supported Zelo app management workflows.
Fixed Data validation: Zelo now applies stricter database rules across accounting, CRM, delivery, manufacturing, HR, and other modules, so invalid entries are blocked before they can be saved. This helps keep records accurate and prevents unexpected errors when creating or updating business documents.
Fixed Withholding tax validation: Withholding tax checks on supplier invoices now work more accurately. This helps prevent incorrect tax totals or unexpected validation errors when an invoice includes withholding tax, making Italian e-invoice processing more reliable.
Fixed Invoice due date report: The due-date report now remains reliable when an invoice due date is close to a midnight boundary, so customers no longer see an off-by-one date in rare late-night cases
Updated System logging service: The internal request-logging service was renamed for clarity, keeping system logs consistent and easier for IT teams to trace. This maintenance update does not change how records, orders, or reports are created.
Fixed Database query safety: Zelo now consistently blocks invalid query parameters. This helps ensure data access and report queries run safely and predictably.
Updated Model name validation: Zelo’s core validation for custom data structure names was streamlined. Names are still checked for allowed lowercase letters, digits, underscores, and dots, so invalid entries are caught early with a clear error message.
Improved Diagnostic logging: Zelo now records clearer diagnostic information for scheduled jobs and API requests, including timing and memory usage, to help identify slow or unusual system activity
Improved Database reliability: Zelo’s internal database connection handling has been cleaned up to support more consistent access to company data across all modules. Users can expect the same familiar workflows with a more dependable foundation for saving and retrieving records.
Fixed Customer payment page: The Pay Now button now displays correctly on online order payment pages, so customers can clearly see the checkout option and continue with payment.
Updated Italian portal labels: The Italian customer portal now shows the Pay Now payment option with the correct Italian wording, helping Italian-speaking customers complete order payments more clearly
Fixed Service startup: Zelo can now start more reliably after an unexpected stop. It waits up to three minutes for another instance to finish, then safely takes over if the previous session did not release its lock.
Updated Italian translations: Order confirmation labels now show as “Conferma Ordine” on customer-facing quotation and sales portal pages, making the Italian interface clearer and more consistent when confirming an order.
Fixed Sales portal quote acceptance: The customer portal now displays the correct Accept Order action on quotes. This helps customers review and accept their orders without confusion.
Fixed User contact details: New Zelo user contacts are no longer incorrectly marked as customers, preventing internal users from appearing in customer lists or sales records.
Updated Italian translations: The customer portal order page now shows the “Accept Order” button label in Italian. Italian customers can approve orders with a clear, localized button instead of untranslated text.
Fixed Duplex PDF printing: Zelo now correctly applies the duplex printing setting when generating PDF reports, ensuring documents are prepared for double-sided printing with the proper page spacing. This makes printed reports cleaner and helps reduce paper use when duplex printing is enabled.
Added Duplex printing preference: Users can now enable duplex printing in their personal preferences, and Zelo will add a blank page to odd-length PDF reports so double-sided printing aligns correctly.
Updated Upgrade validation: Zelo’s upgrade checks now target the latest reference release, helping us verify that moving to the newest version works smoothly. This gives customers more confidence that future upgrades will complete reliably and with fewer surprises.
Fixed Partner name order: Customer and contact names now respect the configured name order when the full name is recalculated. This keeps partner records displaying consistently, whether first names or last names appear first.
Improved Server service: The Zelo server startup process has been refined, helping servers manage service startup and locking more consistently.
Fixed Service startup lock: Zelo can now recover from an outdated startup lock left behind if a previous start or stop operation did not finish cleanly, helping the server start more reliably.
Fixed Purchase invoice line matching: Imported Italian e-invoices now match purchase order lines more accurately, so the correct purchase order line is applied to each invoice line even when quantities or totals differ by tiny rounding amounts.
Fixed Form calculations: Automatic field calculations now keep the correct temporary editing state when Zelo processes dependent updates during record creation or editing. This helps dependent values, totals, and validations behave consistently instead of switching to the wrong editing state.
Updated Partner address display: Street line 2 now appears on its own line when entered, and the postal code and city are displayed together for clearer address formatting on partner records
Improved E-invoice import: Product matching now checks every supplier code listed on an Italian e-invoice line before falling back to the supplier’s default product, so imported invoices are more likely to link to the right items.
Fixed Italian translation: The Italian interface now displays the Products label correctly, without an extra symbol, so Italian-speaking users see clean and accurate text.
Updated Italian payment labels: The “Pay Now” button now shows as “Paga Adesso” in Italian on payment screens, giving Italian customers a clearer and more natural call to action.
Fixed Purchase order product addition: When adding multiple products to a purchase order from the product selection screen, each new purchase line now automatically refreshes the selected product’s details. This ensures fields such as price, taxes, and product-specific information are populated correctly without manual updates.
Added Contact address display: Contact and address kanban cards now show the street and street line when available. This helps users identify locations more quickly without opening each record.
Updated Website price display: New customer profiles now hide prices on the website by default, so storefront prices are only shown when you enable price visibility for a specific customer
Updated Partner creation: New contacts no longer start with the customer role selected. You can now create vendors, employees, or other contacts without manually unchecking customer first.
Improved Partner name settings: Saving the name order option now automatically recalculates partner names in Zelo. This removes the manual recalculation step and keeps customer, supplier, and contact names consistent with the chosen first/last name format.
Added Build identifier in version info: Zelo now shows a unique build identifier in the version details, making it easier for support to identify the exact installed build
Improved Upgrade testing: Upgrade validation now stops background services before preparing the system for an upgrade, reducing the chance of missed issues during upgrade checks
Improved Service stop handling: Stopping Zelo now checks whether the server is already running before taking the service lock, so shutdowns and restarts no longer wait unnecessarily when the service is already stopped
Updated Italian translation: The Italian interface now displays “Nessun Task Indicato” instead of “Nessun Task trovato” when a task is not found. This makes the message clearer for users working with timesheets and task-based entries.
Updated Italian translation: The Italian interface now displays “No” correctly in the product expense policy selection, where it previously appeared as an incorrect “N°” abbreviation.
Fixed Italian translation: A misspelled Italian label has been corrected. The Twitter Roller option now displays with the proper wording in the interface.
Improved Server startup: The Zelo server now stores its temporary startup lock in the system runtime area alongside the process marker, helping prevent stale lock conflicts when starting or stopping the service
Fixed Server startup: Zelo now removes its temporary startup lock only after it has been successfully acquired. This prevents leftover lock entries from blocking service restarts or start attempts.
Improved Server startup logging: Zelo now records clearer messages when the server service starts and stops. This helps administrators confirm that the service acquired and released its lock correctly, reducing confusion during restarts or maintenance.
Fixed Service startup lock: Zelo now reliably clears its internal startup lock when the server service exits, so restarts and service recovery are less likely to be blocked by a leftover lock file
Updated Upgrade testing: The upgrade verification process now skips a temporary sample-data check while validation is in progress. This keeps the testing process focused and helps confirm that upgrades run cleanly.
Improved Service startup: Zelo now waits longer before deciding another instance is still holding the startup lock. This reduces false lock warnings during restarts and scheduled server starts.
Updated Upgrade validation: Upgrade checks now target the newest supported Zelo release, helping ensure your system can be moved forward smoothly with fewer surprises
Improved Server service management: Zelo now checks that the server program is properly installed before starting or stopping the service. This makes maintenance actions safer and gives administrators clearer messages when the installation is missing or the service is already in use.
Updated Service maintenance: Internal startup checks were refined to reduce unnecessary alerts while Zelo waits for a safe start/stop window.
Improved Service startup: Starting or restarting Zelo now briefly waits if a previous service process is still releasing its startup lock, reducing temporary lock conflicts.
Improved Service control: Starting and stopping Zelo now prevents overlapping control actions, so the system monitor no longer triggers conflicting restarts
Fixed Service status reliability: The Zelo service now confirms it is actually running before reporting a successful status, and restarts include a short wait before starting again. This makes service checks and restarts more dependable for administrators.
Updated Field validation: Zelo now checks field definitions more strictly when the system starts, so unsupported field settings are caught early instead of only producing a warning
Removed Document setup page: The Change Document Template shortcut has been hidden from the setup page, giving users a cleaner settings view. Document layout configuration remains available through the existing report layout options.
Removed Report layout previews: The image previews used to compare company report layouts have been removed. You can still choose the desired layout in company settings, and the selected layout will be used when generating documents.
Juillet 2019
Fixed Direct pricelist printing: You can now generate and print a customer’s or supplier’s assigned pricelist directly from the partner record without the action failing. The fix corrects how the selected pricelist is passed to the print and send wizard, so pricelist documents are created and delivered reliably.
Updated Sales order lead-time checks: Automated validation for scheduled pick, pack, and ship dates now allows a small timing tolerance. This makes delivery-date checks based on customer lead time and warehouse operation delays more reliable without changing the dates shown to customers.
Added Pricelist printing: You can now select multiple pricelists when printing a price list report and compare them side by side. The report shows a separate column for each selected pricelist, including its name and currency, so customers can review several price sets in one document.
Updated Form data handling: Zelo now carries temporary field values more consistently during form edits, so related fields and on-the-fly calculations keep using the correct draft data without requiring extra refreshes
Improved Automated testing: The process used to verify Zelo modules is now more streamlined, running module checks without repeating full setup steps, which helps catch problems faster and keeps updates more reliable
Improved Validation error handling: Invalid actions in accounting, localization, and related workflows now show clearer, consistent error messages when a record cannot be saved or validated, making it easier to understand what needs to be corrected before proceeding.
Updated Translation resources: Zelo’s translation resources have been streamlined by removing unnecessary template files. This keeps the localization workflow cleaner and helps maintain accurate translated labels, while existing language support remains unchanged.
Fixed Italian withholding tax payments: Withholding tax entries on Italian invoices are now checked more accurately, so the recorded tax amount stays correct during payment processing and reconciliation.
Updated Italian translations: Italian labels in accounting, payment terms, and withholding tax areas now display more accurate wording, making invoices and payment settings easier to understand
Updated Payment method names: Manual payment methods now use clearer labels in accounting, showing “Manual income” for money received and “Manual payment” for money sent. This helps users distinguish between incoming and outgoing manual payments without confusion.
Added Withholding tax reconciliation: Withholding tax entries are now automatically matched to the related bill. This reduces manual accounting steps and helps keep tax balances accurate without extra clicks.
Updated Withholding tax payments: Payment accounting entries in Zelo no longer include an unnecessary partner reference, keeping withholding tax payment records cleaner and easier to review
Updated Withholding tax reconciliation: Zelo no longer automatically matches Italian withholding tax entries to the related invoice or payment line, so you can now review and reconcile them manually for more control over withholding tax accounting.
Updated Italian withholding tax journal entries: RITEN accounting entries are now generated without a linked partner, keeping the withholding tax journal line accurate and preventing the customer from being incorrectly attached to the tax entry.
Updated Italian withholding tax: Withholding tax calculations on invoices have been streamlined for more consistent results when accounting entries are created. This helps ensure that the correct tax amounts are applied to the related account lines.
Fixed Italian withholding tax: Reconciling payments against withholding tax invoices now correctly identifies the related invoice and tax entries. This helps withholding tax journal entries generate and match as expected, reducing manual corrections.
Updated Italian withholding tax: The amount used as the basis for calculating withholding tax is now labeled more clearly, and tax calculations consistently apply the currency’s decimal precision.
Improved Test validation: The automated test process now shows a clear success confirmation after Zelo validation checks finish, making it easier for administrators to confirm that installation or upgrade tests completed successfully.
Improved Setup error reporting: When a Zelo setup or maintenance step cannot complete, the system now displays a clear failure message for the affected step. This makes it easier to understand what went wrong and resolve the issue faster.
Improved Module testing: Coverage reports are now generated even when only one module is tested. This gives a clearer view of how thoroughly each area of Zelo has been validated before updates are released.
Fixed Core data handling: Zelo now manages draft editing and automatic field updates more reliably, reducing unexpected errors in forms and API-based workflows across the ERP
Fixed Purchase order numbering: Purchase orders now keep their existing order number when saved, with a new number assigned only when an order is created without one
Improved Test coverage reporting: Automated test coverage reports are now collected and published more reliably after each test run, giving the Zelo team a clearer view of which parts of the ERP have been checked and helping keep updates stable and dependable.
Added Purchase order numbering: Purchase orders now get an automatic order number when they are saved with a blank or placeholder name. This ensures a number is assigned not only when a purchase order is first created, but also when an existing order is updated.
Fixed Automated quality checks: The internal testing process now saves its coverage results correctly. This helps the team verify that updates work reliably before they reach you.
Fixed Test coverage reports: Automated test coverage reports are now saved and uploaded correctly. This gives the Zelo team a more reliable view of how thoroughly new features and fixes are tested before release.
Fixed Test coverage reports: Coverage reports now generate reliably after test runs, giving teams clearer visibility into how well Zelo modules are tested
Improved Automated testing: Zelo’s automated quality checks now collect test coverage through the standard Python runtime, making verification of module updates more consistent and reducing unexpected failures
Fixed Automated quality checks: The automated test runner now launches correctly, so release checks are performed reliably. This helps catch issues before they affect your Zelo workspace.
Improved Automated testing: Zelo’s test process now includes coverage reporting and stricter script validation, helping us catch potential issues earlier and keep updates more reliable
Improved Test coverage: Automated test runs now generate a coverage report showing which parts of Zelo are exercised by tests, and keep the report available for review. This gives the team clearer visibility into tested functionality and helps maintain a reliable release process.
Improved Quality assurance: Automated testing now generates coverage reports, showing which parts of Zelo are exercised during quality checks. This helps identify weak spots before changes reach production, making updates more reliable.
Updated Core services: Zelo’s internal service layer was streamlined by removing outdated internal references and simplifying how operations are handled. This helps keep the platform stable and easier to extend.
Updated Accounting processing: Zelo now applies invoice and analytic entry updates through a cleaner internal flow. This helps keep account selection, quantities, and currency amounts consistent when editing invoices or analytic lines.
Updated Report generation: The internal handling of report actions has been streamlined, reducing unnecessary complexity and helping ensure reports open and generate reliably.
Updated Core server setup: Zelo’s internal server modes are now initialized more consistently, helping keep background updates and live requests running smoothly
Fixed Withholding tax payment entries: Payment entries created from withholding tax records now correctly include the related customer or supplier, ensuring the payment is properly linked to the right business contact in your accounting records
Added Default export profiles: Zelo now includes ready-to-use export profiles for contact and product records. These profiles preselect common fields such as contact name, phone, street address, and product code, helping users start exports with the right columns already chosen.
Fixed Award icon color: The award icon in the Zelo web interface now uses the correct muted accent color, so it displays consistently with the rest of the UI
Removed Legacy setup files: Old installation and packaging files that were no longer used have been removed, helping keep Zelo’s installation process cleaner and easier to maintain
Removed Unnecessary files: Some unused internal files have been removed to keep the Zelo installation cleaner. This is a maintenance-only change and does not affect invoices, inventory, reports, or other business workflows.
Removed Obsolete maintenance helper: Zelo’s internal update helper no longer references an outdated list of components, and unused legacy files were cleaned up so routine updates are simpler and less confusing.
Updated Email gateway error alerts: Error notifications for failed incoming email delivery now use a cleaner subject line and neutral wording, making them easier to recognize
Updated Interface styling: Zelo’s screens now have a more consistent visual style across modules, with cleaner spacing, colors, and layouts in forms, lists, calendars, reports, and the web editor
Removed Windows 32-bit installer: The legacy 32-bit Windows setup package is no longer generated, so new Zelo deployments should use the supported 64-bit Windows installer or standard server installation
Removed Contributor license documentation: Outdated corporate contributor license agreement pages were removed from Zelo’s documentation. This keeps the documentation library accurate and easier to navigate, showing only the relevant legal contributor information.
Updated Version history: Zelo cleaned up outdated contributor alias information used only for tracking internal updates, so release records remain accurate and easier to review
Improved Web interface reliability: The underlying interface logic was streamlined across many common screens, making forms, lists, and quick actions feel more consistent. This helps reduce minor navigation or display hiccups in day-to-day use.
Fixed Field icon styling: The award icon in form fields now uses the correct muted brand color, so fields render consistently and look polished across Zelo
Updated Export field selection: Field options now display the system name in parentheses next to the label, so users can more easily confirm exactly which field will be included in an export
Updated Priority indicators: The old star-style priority icon has been replaced with a medal icon across Zelo, and the hover highlighting for priority fields now works consistently
Added Product purchase shortcut: Purchase users can now see a Purchases button on individual product forms, showing the number of related purchase entries and opening them directly. This makes it easier to review buying history for each product variant.
Improved Point of Sale cache refresh: Zelo now runs a scheduled background refresh of Point of Sale data every 24 hours, so registers stay current with recent changes. This helps reduce stale product, pricing, or inventory information at the point of sale.
Improved Scheduled actions: Background scheduled tasks now stop and deactivate more reliably after completing their allowed number of runs, helping prevent unexpected rescheduling.
Fixed Support ticket closure message: The Italian translation of the automatic message sent when a support ticket is closed is now corrected, so customers see the ticket number, category, description, and final comment in Italian.
Fixed Invoice withholding tax lines: Zelo now clears old withholding tax entries before recalculating them, so changing invoice lines no longer creates duplicate tax lines. The correct current withholding tax rate is also selected by checking the rate’s valid end date.
Fixed Withholding tax statement names: Italian withholding tax statement names now render reliably even when the partner name is unavailable. Statement records now show the expected partner and withholding tax information without causing display errors.
Fixed Withholding tax statements: Statement names now display reliably even when the associated withholding tax has no name, so users see the partner and tax information correctly in Zelo lists and forms.
Added Expense report title: The expense report now displays the protocol number in the title, making it easier to identify and match the report to the correct expense document
Fixed VAT registry print wizard: Selecting a tax registry now automatically reloads the related journal options, so users can print the Italian VAT registry report with the correct records. This helps prevent missing or stale entries when preparing the report.
Added Provider bills: The provider bills list now displays the accounting date next to the bill date. This helps you quickly see when each bill was recorded in Zelo.
Improved Caching and batch size: Zelo now keeps more commonly used information in memory and can work with larger groups of records in a single operation. This can make repeated actions, list views, and module interactions feel faster, especially when the same data is accessed often.
Fixed Report rendering: Multi-record reports are now generated in a single rendering pass, so templates that need to see all selected records together work correctly. This prevents failures or incomplete output when printing or exporting several records at once.
Fixed In-app error handling: Common system errors are now routed through the correct error handlers, so users see clear, friendly messages for validation, access, and missing-data problems instead of a broken screen.
Updated Italian e-invoice validation: You can now validate incoming invoices even when the invoice total does not exactly match the total in the attached Italian e-invoice. This temporary change prevents false validation errors for auto-generated invoices and international tax cases while the total check is being improved.
Fixed Performance profiling: The performance profiling helper now launches the correct Zelo server component, so profiled server runs, test runs, and module update checks start reliably.
Updated Italian translations: The Italian language pack has been refreshed to improve wording and consistency across Zelo screens. Users working in Italian will see clearer labels, buttons, and messages throughout the system.
Fixed Partner ledger report: Column headers now align correctly in the partner ledger report, making account groupings and transaction details easier to read.
Added Partner ledger report: The partner ledger report now includes a Date Due column, so you can see when each transaction is due alongside the transaction date, journal, account, reference, and amounts.
Updated Payment transfer instructions: Bank transfer payment messages now provide clearer guidance, including a reminder to use the order number as the payment reference and a more precise pending payment status message
Fixed Web client: Error dialogs and the embedded code editor now behave more consistently across the web interface. These minor fixes reduce the chance of unexpected glitches while using Zelo.
Updated Licensing information: Zelo’s copyright and license files have been refreshed and consolidated in the top-level files so the legal terms are easier to locate. This helps customers and partners quickly confirm the applicable open-source license and attribution details without affecting normal day-to-day use.
Updated Copyright statement: Zelo now displays an updated copyright statement in its documentation and related application areas, keeping legal information current without affecting everyday ERP functionality.
Updated Default configuration file: Zelo now uses a Zelo-specific default settings file for server configuration. Existing custom configuration paths continue to work, and legacy settings files are still recognized when the new default is not present.
Updated Zelo core naming: The core Zelo application and its server startup references now use consistent Zelo naming, so administrators and support teams can more easily identify Zelo components in system settings and documentation
Added Translation controls: A helpful tooltip now appears when users hover over the update translations button. This makes it clearer what the button does before they refresh translated content.
Updated Timesheet default view: Timesheets now open in list view by default instead of Kanban, making it easier to review and manage multiple timesheet entries at a glance
Improved Service diagnostics: Internal service logs now include the process identifier for each background worker, making it easier for support to trace and resolve multi-process issues
Updated Core system naming: Zelo’s core module and data references were standardized across base features. This internal alignment helps future updates, reports, and integrations recognize core components more consistently, so your existing workflows continue to run smoothly.
Updated Core system naming: Zelo’s core components and internal data references now consistently identify as Zelo. This helps administrators, integrators, and support teams manage updates and dependencies with less confusion.
Updated Performance diagnostics: The performance profiling helper now includes optional steps to refresh module data and capture deeper diagnostic details for investigating slow behavior
Fixed Italian bank receipts report: Italian bank receipt documents now render with the correct date context, ensuring generated reports display expected dates and values.
Fixed Bank receipt list report: The printable report for bank receipt lists now displays correctly, showing the list number, registration date, and transaction details in a clean, readable layout
Fixed Report printing: Printing now works correctly when a report action is used without a specific record selected, so users can generate documents from list views or report menus without unexpected failures
Added Customer payment risk controls: You can now set warning and blocking debt thresholds on customer records. When a customer’s open invoices exceed those amounts, Zelo can show an alert or block new sales orders, helping teams manage credit risk.
Fixed System updates: Zelo now applies a required base setup step after applying module changes, so upgrades that include module updates complete successfully instead of failing midway
Fixed Form chatter layout: The side chatter on record forms now displays more consistently on large and wide screens, without awkward wrapping or overlapping. Comments, notes, and activity logs stay properly aligned beside the form content, making it easier to read and write messages while editing records.
Fixed Imported Italian e-invoice totals: Imports of Italian electronic invoices are more reliable when the document total is absent. Zelo now uses a zero amount instead of stopping, so the invoice can still be created and reviewed.
Added E-invoice total validation: When confirming a vendor bill imported from an Italian electronic invoice, Zelo now compares the bill total with the total declared in the e-invoice. If the amounts do not match, Zelo stops the validation and shows a clear message, helping prevent approval of bills with incorrect totals.
Fixed Invoice report line pricing: Invoices grouped by delivery no longer display an extra amount on sales order lines. This prevents duplicate prices from appearing on the same invoice line, making printed and PDF invoices clearer.
Fixed Invoice report totals: Invoice reports no longer show the same subtotal twice when lines are grouped by delivery. Customers now see one clear and accurate price on each printed invoice.
Fixed Invoice report grouping: Invoice reports now group quantities by the correct sales order even when an invoice line is not linked to a delivery. This makes it easier to review billed amounts per sales order when some lines are invoiced without a delivery reference.
Juin 2019
Fixed Multi-record PDF generation: PDFs generated from several records are now more stable and less likely to fail due to memory limits, because each record is rendered individually before being combined into one document
Fixed Report download errors: Failed report downloads now return a properly formatted error response, so users can see or save a readable error message instead of receiving a blank or broken file
Improved PDF report generation: When generating a PDF for multiple records, Zelo now converts each record’s content in parallel before merging the pages into the final document, reducing wait times for larger reports.
Improved Bulk PDF printing: Printing multiple records at once now builds each document separately and combines them into one final PDF, making large bulk prints faster, more reliable, and less likely to fail due to memory limits
Added Invoice report grouping: Invoices can now display line items grouped by sales order and delivery, with clear subtotals for each group to make larger invoices easier to review
Updated Italian error messages: Zelo’s Italian interface now displays clearer and more consistent wording for access and missing-record errors. This helps users understand what went wrong when a record cannot be accessed or is not found.
Improved User error messages: Zelo now shows clearer, friendlier on-screen messages when an action fails, including issues with invalid input, missing data, or insufficient permissions. These messages help users understand the problem and what to do next instead of seeing a generic technical error.
Removed Journal entry list: The journal entry list no longer opens with the miscellaneous operations filter applied, so all entries are shown by default and users can manually add that filter when they need a narrower view
Added Transfer entry journal: Zelo now automatically creates a dedicated Transfer Entry journal when accounting is set up. This gives users a ready-to-use place to record fund transfers between bank or cash accounts without extra manual configuration.
Improved Bank statement error message: When a bank statement line already has a journal entry number, Zelo now includes that entry number in the error message if you try to reconcile it against existing journal entries. This makes it easier to identify the affected entry and understand how to avoid a numbering gap.
Fixed Advance payment account selection: Advance payments now determine the correct destination account reliably when recording or reviewing payments. Zelo now includes the required payment-handling support, so linked invoices and selected advance accounts are applied consistently.
Fixed Accounting entry naming: The automatic accounting entry name now updates whenever the related invoice, journal entry, date, reference, or entry name changes. This ensures account lines always display the most current details without requiring manual refresh.
Added VAT split payment reporting: Zelo now includes split payment support in VAT registries, letting Italian users track the state-retained VAT portion on invoices and see it alongside regular VAT totals.
Added VAT split payment reporting: Zelo now includes split payment support in VAT registries, letting Italian users track the state-retained VAT portion on invoices and see it alongside regular VAT totals.
Added Italian VAT reporting: Zelo now supports the Italian split payment mechanism in VAT registry reports, so transactions subject to split payment are shown with the correct VAT and payment breakdown. This helps finance teams prepare accurate VAT statements and review tax-related entries more easily.
Updated Date grouping labels: Date-based grouping now displays compact year/month and year/month/day values, such as 2025/01 and 2025/01/01, so grouped records sort consistently and are easier to read in date-based views.
Updated Date grouping: Date-based groupings now show compact labels such as 2025-01-01 for days and 2025/01 for months. This makes grouped lists and reports easier to scan and compare across periods.
Fixed Payment destination account: Payments now fall back to the standard destination account when the register advance option is not selected, restoring the expected accounting behavior for customer, supplier, and transfer payments.
Added Advance payments: Advance payments are now available in the standard Zelo setup, so users can record partner prepayments and apply them to future invoices without extra configuration. The payment form can also use a partner-specific receivable account, making advance handling clearer and more flexible.
Added Payment account selection: You can now choose the accounting account to use for payments, so each payment is recorded against the correct ledger account. This makes payment entries clearer and helps keep your accounting reports accurate.
Improved Customer portal invoices: Customers can now see invoices issued to their personal billing profile as well as invoices for their main company profile. The portal invoice list now includes both billing destinations, making it easier to review all open, paid, and canceled invoices in one place.
Updated Currency rates icon: The Rates shortcut on the currency screen now uses a clearer banknote icon, making it easier to spot and use when managing currency rates
Updated Money icons: Zelo now uses a clearer banknote-style icon for currency amounts across accounting, sales, point of sale, payment, and related views. This visual update helps users quickly recognize monetary fields in invoices, reconciliations, POS sessions, pricelists, and customer portal pages. Amounts, calculations, and existing data remain unchanged; only the small icon next to currency values is different.
Updated Invoice portal: The customer portal invoice list now shows the total amount and status more clearly, and customers can sort invoices by invoice number for easier lookup
Fixed Link click tracking: Tracked link redirects are no longer cached, so every click is counted even when the link is accessed through proxies or intermediate servers. This makes click reports more accurate for marketing and communication links.
Fixed Related list replacement: Replacing a list of linked records now works correctly when the related field does not specify a deletion rule. This prevents errors when updating related entries, such as line items, and ensures the replacement completes reliably.
Fixed Image editing icon: The rich text editor now shows the correct image icon in the image tool panel. This makes the Edit image action easier to recognize and use.
Fixed Portal search bar: The portal search and filter controls now display in the correct position, with filter options aligned consistently next to the search field. This improves readability and makes it easier for customers to find and apply filters.
Fixed System service management: Zelo now restarts and reloads core mail and database services correctly during setup. This makes automated installations and updates more stable.
Improved Server service management: Automated setup and updates now use the modern system service manager to start, stop, and restart background services. This makes service handling more consistent on supported servers.
Fixed Purchase order line numbering: Line sequence numbers are now handled correctly when multiple purchase order lines are updated together. This prevents several lines from receiving an unintended default order, keeping the displayed line order predictable.
Fixed Purchase and sales order line numbers: Line sequence numbers are no longer reset to the default when you edit and save a purchase or sales order line without changing its position. Existing line order is preserved, and a sequence is assigned only when a line has no sequence value.
Fixed Upgrade process: System upgrades now avoid an unnecessary extra restart, so database updates complete more reliably with less disruption.
Fixed Sequence numbers: Sequence numbers are now visible in edit mode, so users can see the current order while adjusting rows. This makes reordering records in list views clearer and less confusing.
Fixed POS quotation line ordering: Quotations created from Point of Sale now preserve the intended product line order by no longer assigning an internal layout position to each line, which helps prevent unexpected reordering in the quotation.
Added Invoice line list: The invoice line list now shows the invoice reference for each line. This helps users quickly identify which invoice a line belongs to without opening the invoice.
Added Sales product editing: You can now edit certain product details inline on sales records. This supports product fields managed in inventory, so you can update them directly from the sales screen without opening separate product forms.
Fixed Pack record downloads: Inappropriate error entries are no longer recorded when Zelo sanitizes folder names while preparing pack record downloads, keeping system logs clean. Pack record downloads continue to work normally.
Fixed Challenge goal filtering: Challenge forms now correctly limit the selectable goals to the intended subset when a restriction is configured, preventing unrelated goals from appearing during challenge setup
Fixed Attendance status menu: The attendance status area no longer shows an error when a user account does not have an employee record. Users without an employee can now open the attendance menu safely, while linked employees can continue checking in and out normally.
Updated Italian translations: Italian interface labels for expenses and inventory actions are now clearer and more consistent, helping Italian users navigate Zelo with accurate wording
Improved Italian e-invoice export: Exported Italian electronic invoices now list invoice lines and related delivery notes in a more predictable order when the lines are linked to shipments. This makes it easier to match each invoice line to the correct delivery note in the generated XML file.
Fixed Product pricing: Product sale prices are no longer marked as changed when only the cost is updated. This prevents unnecessary modification timestamps and keeps pricing history accurate.
Improved Translation exports: Exported translation files now list related modules, terms, and comments in a consistent order, making translations easier to review and reducing unexpected changes between exports
Updated Product price labels: The product price editing area now shows localized Italian labels for fields that track when sale, public, and cost prices were last updated, making price changes easier for Italian-speaking users to understand.
Added Stock information export: You can now export stock information to Excel from the profile. This makes it easier to review inventory quantities and share detailed stock reports outside Zelo.
Fixed Campaign tracking stability: Campaign tracking parameters are now handled safely when a Zelo database is unavailable or has been removed, so Zelo skips the tracking update instead of showing an internal server error and keeps the request working normally
Added Product variant pricing details: Zelo now records the last update time for each product variant’s sale price, additional price, public price, and standard cost, and calculates a sale-to-cost ratio. This makes it easier to review when a variant’s pricing or cost changed and how its selling price compares with its cost.
Fixed Product inline edit menu: The “Products inline edit” menu now appears in the correct Sales and Inventory navigation locations, so users can quickly find and open the inline product editing screen without searching through unrelated menu items.
Added Product pricing ratio: Product forms now show a Sale/Cost ratio that automatically reflects the relationship between the selling price and cost. Users can also edit this ratio to update the selling price, making it easier to review and standardize product margins.
Added Product list editing: Users can now update key product details directly from the product list, including product code, name, selling price, cost, and category. Price update timestamps are automatically managed by Zelo and cannot be changed manually. This makes it faster to make small product adjustments without opening each product form.
Added Product price timestamps: Zelo now automatically records when product prices are last changed, including base, sales, public, and cost prices. The product form now shows the last update time for sales and cost prices, making it easier to track pricing changes and maintain accurate records.
Fixed Sales order line numbering: When converting a point-of-sale quotation into a sales order, line sequence numbers no longer start at zero. This keeps order lines in the expected sequence and makes the resulting sales order easier to review.
Mai 2019
Updated Italian VAT register report: The report now shows registry lines with a light background color, making entries easier to distinguish when reviewing or printing the VAT register
Improved Server maintenance: Zelo now automatically cleans temporary program cache files when the server starts or stops. This helps keep the installation tidy and reduces the chance that old program files remain after updates.
Fixed Pivot Excel export: Pivot table titles now align correctly in exported Excel files, ensuring headers and data columns line up as expected
Updated Applications menu: The Applications menu now appears under Settings instead of the main navigation, making it easier to locate alongside other system configuration options. Administrators can still access it to manage installed applications and related settings.
Updated Upgrade validation: Automated upgrade checks now target the newer reference version, helping ensure Zelo updates are verified against the expected release before they reach you. This helps catch issues early and keeps update paths stable.
Improved Server shutdown: Zelo now performs a cleanup of temporary files each time the server stops. This makes shutdowns more consistent and helps prevent leftover files from remaining after maintenance.
Updated Upgrade process: Zelo upgrades no longer remove the website branding customization module, so your website branding settings remain intact after updating
Updated Upgrade behavior: Zelo upgrades now preserve session timeout settings instead of automatically removing them, keeping your login security preferences unchanged during system updates
Added Prima Nota report: A new Prima Nota filter is available in the accounting journal entries list. It automatically groups entries by day, document, partner, and account so you can review debit, credit, and balance amounts for each combination.
Improved Pivot view Excel export: Pivot view Excel exports now place each level of the row hierarchy in its own column. This makes grouped pivot data easier to read, sort, and analyze in Excel.
Fixed Pivot view report preview: Report attachments opened from a pivot view now load correctly instead of failing or opening a blank window. The preview now fetches the report file using the proper preview flow, so users can view attached reports directly from the list.
Fixed Leave request access: Employees attempting to create a leave request for another employee now see a clear validation message, confirming that leave can only be requested for their own record
Updated Employee visibility: Internal users can now view other employees’ records by default, so colleagues can be found and opened in HR without needing additional access rights. This makes employee lists and profile pages easier to use for everyday HR tasks.
Updated Current stock Excel report: Report titles, column headings, and stock labels now appear in the selected language, making exported stock reports easier to read for non-English teams
Updated Italian translations: Zelo’s Italian interface text, labels, and support ticket email notifications have been refreshed. Users who work in Italian now see clearer and more consistent wording across screens and automated messages. This improves readability for Italian-speaking customers and support teams.
Removed Payment mode options: The optional payment mode, payment partner, and due list payment mode features have been removed to simplify payment setup. Users will now rely on Zelo’s standard payment methods and bank journal settings, and the extra payment mode fields will no longer appear on invoices, partners, or due lists.
Updated Support ticket translations: Support ticket fields can now be translated, so details such as subject, description, category, and status can be shown in the preferred language of your customers and support team
Improved Website support tickets: Support ticket labels and details now support translations, so fields like subject, category, state, and conversation history can appear in the language chosen by each user
Added Task board: Task cards now show the parent task, making it easier to identify subtasks at a glance. You can also group the task board by parent task to view all related subtasks together.
Improved Server restart: Restarting Zelo now automatically removes old compiled files, helping the system start with a clean state after updates or configuration changes
Added Helpdesk support: Zelo now includes a helpdesk for managing customer requests from creation through resolution. Teams can organize tickets by department, priority, and category, track service-level targets, and keep customers informed with automated email updates.
Fixed Leave request permissions: Employees without permission can no longer create leave requests for other employees, and Zelo now blocks the action with the correct access restriction.
Updated Project timesheet overview access: The Overview shortcut on project cards now appears only for users with Timesheet Manager access, while regular timesheet users no longer see it on projects where timesheets are allowed. This keeps project cards cleaner and ensures the overview is available to users responsible for managing timesheets.
Fixed Access rules: Access permissions for accounting and activities were corrected so account managers can view all partner bank details and users can see unassigned activities alongside their own
Fixed Activity visibility: Activities are now visible only to the assigned user, so people see just the follow-up items they are responsible for
Fixed Recurring task dates: Recurring tasks now use the user’s timezone to calculate start, deadline, and end dates. When no timezone is selected, Zelo uses UTC, so repeated tasks are scheduled at the intended time instead of appearing shifted.
Removed Calendar event access rules: Outdated calendar event visibility and HR access rules were removed, so access now follows standard role-based permissions and reduces unexpected permission conflicts
Improved Access controls: Zelo now applies clearer role-based access to calendars, HR records, timesheets, contracts, attendance, and project entries so employees can manage their own items while managers keep broader oversight.
Added Invoice line sorting: Accounting reports that display invoice lines now support sorting by the linked invoice number, making it easier to group and review line items from the same invoice
Improved List sorting: List views now recognize sort directions that are already included in a sort order, so records are displayed in the intended ascending or descending sequence. This makes sorting behavior more consistent and helps users see clearer feedback when a sort cannot be applied.
Fixed Search view sorting: Custom filters can now include a preferred sort order, and list views apply it automatically. Filtered records now appear in the intended sequence instead of falling back to an unexpected default order.
Improved Translation exports: Zelo now sorts modules and translation entries before generating an export. This gives a stable, predictable order for review and comparison.
Added Italian translation: Email templates and system messages now display in Italian, allowing users to create and review communications in their own language within Zelo.
Fixed Current stock Excel export: The current stock report now uses actual available quantities and only finalized sales or purchase orders when calculating values. This gives more accurate inventory positions and totals when exporting stock information by warehouse or product category.
Added Stock information export: You can now generate an Excel report from current stock information. It includes warehouse details and quantities, making it easier to review inventory outside Zelo.
Fixed Excel report downloads: Excel reports now generate the correct download link, so selected records and report options are included reliably instead of producing a broken or incomplete file
Fixed Excel report generation: Excel reports now open correctly when requested because the report link is resolved with the proper web address. This fixes an issue where the report could fail to load.
Updated Sales order revisions: Old sales order revisions can no longer be restored, so teams can only continue working on the current active revision and avoid accidentally changing outdated versions
Added Current stock Excel export: You can now export a current stock report for all products by warehouse to Excel, making it easier to review inventory levels and share stock data outside Zelo
Added Project task reports: You can now generate printable reports from any task in Project Management. Choose a task-only summary or a fuller version that includes the task’s message history, making it easier to share status, decisions, and follow-up notes.
Fixed Event date display: Event date ranges now show in the correct localized format, including proper timezone-aware wording. This makes event schedules easier to read for users in different regions and languages.
Added Payment tracking: Zelo now includes payment modes and expanded due payment lists, letting teams assign payment methods to customer and supplier records, add aging comments, and monitor days overdue on outstanding balances. These details help finance teams organize settlements, prioritize overdue items, and process payments with clearer context.
Fixed Error messaging: The message shown when a record cannot be uniquely identified now appears in the user’s selected language. This makes the notification clearer when opening a related record by its unique system reference.
Fixed Related record lookup: Zelo now displays a clear error when a related record cannot be found. This helps users understand why an action could not open the expected record.
Added Email-to-task description: When creating a ticket from an email, Zelo now includes the email body as the task description, so the original request is visible right on the ticket.
Fixed Welfare fund import order: When importing Italian e-invoices, welfare fund lines now receive the correct sequence so they appear after the related goods or services lines, helping invoices display and print in the expected order.
Fixed Translation export: Zelo now exports translation files more accurately by keeping unique source and translated text pairs separate and omitting rows with no translation. Users can export localization files for review without duplicated or mismatched entries.
Fixed Document line ordering: Sales orders, purchase orders, and invoices now preserve the order you set for line items, with new lines placed after the last existing line so manually reordered documents no longer jump around.
Fixed Order line ordering: Sales and purchase order lines now keep the correct sequence after manual reordering or adding new lines. Zelo assigns each affected line a proper position based on the existing order, so documents display in the intended order.
Fixed Email template editing: Saving changes to an email template no longer fails when the template has no external reference ID, keeping template updates reliable during normal use
Fixed Inventory valuation history: Product stock value and quantity are now calculated on the fly instead of being stored as potentially outdated values, so historical stock valuation records remain accurate and usable.
Improved Record updates: Zelo now logs clearer diagnostic details when an unexpected field error occurs while recalculating record values, helping support teams identify and resolve the issue faster
Added Product valuation views: Product valuation now supports pivot and graph views. Users can summarize stock value and quantity across products and visualize trends more easily.
Avril 2019
Removed Payment groups: Payment groups have been removed to avoid payment processing issues. The option to combine multiple payment methods on one payment and use two-step supplier payment confirmation is no longer available, so please use the standard payment and invoice settlement workflows in Zelo.
Updated Product purchase totals: The purchase count displayed for each product now shows the total quantity received, rather than the number of purchase orders, bringing it in line with sales behavior.
Updated Italian translations: Italian labels, menus, and system messages have been refined for clearer and more consistent wording throughout Zelo. Italian-speaking users now see more natural and accurate translations across the application.
Compatibility Browser support: Zelo now uses the current supported Firefox ESR version instead of a fixed older one, helping browser-driven operations stay compatible with updated systems and reducing setup issues.
Updated Interface icons: The small “level up” icons used on product pages, point-of-sale sessions, and the website editor now use the latest icon style. This keeps buttons and controls visually consistent across Zelo.
Improved Automated quality checks: Background test runs now use a more balanced number of parallel jobs, reducing system strain and making validation more stable
Updated Italian email templates: The Italian email templates have been completed and refined, so notification messages such as survey invitations and goal reminders now display in clearer Italian for users of Zelo.
Updated Project survey emails: The automatic customer survey email sent from project tasks now uses a cleaner layout. The previous attribution footer has been removed from the message.
Added Italian email translations: Automated email templates now include Italian wording for common notifications, such as event registration confirmations and email delivery issue messages. Italian-speaking customers will see these system-generated emails in their language, making the experience clearer and more consistent.
Added Performance diagnostics: You can now start Zelo in a single-threaded mode without performance tracing, which makes it easier to investigate slow operations in a controlled way.
Added Line ordering: Zelo now carries the line sequence from sale orders through procurement, so purchase orders, manufacturing orders, and stock pickings preserve the same line order as the original sale order
Updated Italian translations: The Italian interface has been updated with corrected wording across menus, forms, messages, and reports so Italian-speaking users see clearer and more consistent Zelo text
Fixed Currency icon display: The dollar symbol icon now renders correctly instead of appearing blank. This improves visual consistency in email templates, sales and task screens, and inventory picking views.
Updated Performance diagnostics: Zelo’s performance analysis support tooling now includes additional profiling modes for server, test, and upgrade scenarios. This helps the Zelo team pinpoint slow operations more accurately when investigating performance issues.
Improved Record loading: Opening and processing groups of records now skips unnecessary internal bookkeeping when there are no records to load. This makes record-based operations feel snappier across Zelo.
Improved Record field access: Zelo now retrieves field values more efficiently by using a streamlined cache lookup and fewer redundant checks, making lists, forms, and reports load more quickly across the ERP.
Improved Data access performance: Zelo now stores and checks temporary record values more efficiently, reducing overhead when reading or updating fields across modules. This makes forms, lists, and reports feel more responsive, especially when working with large amounts of data.
Improved Record ID access: Accessing a record’s unique identifier is now faster. This helps list views, forms, reports, and background operations that need to identify records run more responsively.
Fixed Field dependency resolution: Zelo now determines field relationships more reliably by removing an unstable caching step that could cause unexpected errors during data updates and recalculations
Improved General performance: Zelo now reduces repeated internal checks when reading data and calculating related fields. This helps common ERP screens, lists, and forms respond a little faster, especially when working with larger sets of records.
Improved Data loading performance: Zelo now identifies which record details are missing from its internal cache more efficiently and can load more records in one pass, so lists, forms, and reports that display many records feel noticeably faster.
Removed Automatic sign-out: The base profile setup no longer includes automatic inactivity sign-out as a required part of sign-in. Users can sign in normally, and administrators can enable a session timeout separately if they need users to be signed out after a period of inactivity.
Fixed Session expiration handling: When a web session expires, Zelo now returns users to the login page more consistently and preserves pending form submissions where possible, reducing unexpected errors during normal use
Fixed Stock transfer deletion: Zelo now prevents deletion of stock transfers that have already progressed beyond Draft or Cancelled status. This stops accidental removal of active or completed transfers and keeps inventory movement records consistent.
Fixed Database setup: Translation loading now handles languages without translation files, so database setup no longer stops unexpectedly. Administrators can continue configuring Zelo without being interrupted by missing language translation data.
Fixed Translation handling: Zelo now handles translation entries with missing module details gracefully, preventing import or reload errors and keeping translated text available in the interface
Improved Upgrade error reporting: When a Zelo upgrade fails, the error output now includes the latest upgrade log details, helping administrators quickly identify what went wrong without manually locating log files. This makes upgrade troubleshooting clearer and faster.
Fixed System upgrades: Upgrades now complete more reliably because Zelo no longer carries over an outdated website branding option during the upgrade process, keeping website settings cleaner and more consistent after updates
Fixed Redirect handling: Zelo now builds redirect addresses correctly after login or permission redirects, preventing an extra leading slash from sending you to the wrong screen
Fixed Login redirection: When a protected page asks you to sign in, Zelo now remembers the requested destination. After signing in, you are taken back to that page instead of an incorrect login screen.
Removed Outdated translation files: Zelo no longer ships separate US English and enterprise translation files. Interface labels and help text now rely on the current translation set, keeping the user experience consistent across modules.
Updated Upgrade testing: Automated upgrade checks now target the latest supported Zelo release. This helps ensure that existing customer data and configurations can move to newer versions with fewer surprises.
Updated Italian localization: Italian language support in Zelo has been consolidated into a single translation source, so interface labels, messages, and report text stay consistent across modules. This reduces the chance of missing or outdated translations and makes the Italian experience more reliable.
Removed Accounting usability package: We removed an accounting usability package that added extra invoice checks, currency-change and tax adjustment wizards, bank journal naming options, debit/credit payment methods, and a reconciliation menu. This restores stable, standard behavior for invoices, bank statements, payments, and accounting settings.
Updated Interface translations: Obsolete translation files were removed so Zelo uses the current language packs and displays consistent, up-to-date text across menus, forms, and reports
Fixed Forum social sharing: The social share dialog no longer appears automatically after a forum post is submitted, so users can continue without an unexpected popup
Fixed Link button styling: Link-style buttons and certain marketing page links now use the intended heavier font weight. This keeps text thickness consistent and makes important links easier to spot across Zelo.
Fixed Product image settings: The Sales settings page now displays the product image option in the correct location. You can enable and manage product image behavior for sales documents without the setting being hidden or misplaced.
Fixed Default icons and logos: Zelo now uses corrected placeholder images across dashboards, messaging, point of sale, and other areas, so the interface and related documents display a consistent branded look
Fixed Website branding: The website footer branding template has been corrected so pages load reliably and footer text appears consistently
Updated Branding templates: Email, live chat, and website templates no longer display third-party branding, and refreshed default logos now appear across Zelo pages for a cleaner, more consistent customer-facing experience
Added Sales report display settings: You can now set default options for showing sequence numbers and product images on sales orders, delivery notes, and invoices. These defaults are available in Zelo’s main configuration, making report customization easier and more consistent.
Added Website animation effects: Zelo’s standard profile now includes website animation support, so website pages can use built-in motion effects without enabling an extra component
Added Website image animations: You can now add visual animation effects to images and page blocks on your Zelo website, making product showcases and landing pages more engaging for visitors.
Added Blog post editing: You can now edit the web page content of a blog post directly from the Zelo backend, so teams can update blog entries without switching to the website editor
Added Italian translations: Italian users can now view product image settings and related report labels in Italian on quotations, invoices, and delivery documents. This includes options for showing product images, choosing image sizes, and displaying sequence numbers, making Italian-language sales and billing workflows easier to follow.
Added Accounting experience: Zelo now includes a more guided accounting experience for invoices, payments, and bank statements. You can review financial amounts more clearly, manage payment methods, and process payments with better contextual actions.
Fixed Cart recovery email: The abandoned cart email template now loads correctly, ensuring customers receive the intended follow-up message after leaving their online shopping cart
Fixed Automatic email templates: We removed the default platform branding from sales, purchase, and goal reminder emails and corrected the wording in purchase request emails. This makes customer-facing messages cleaner, more professional, and fully aligned with your company’s brand.
Updated Purchase emails: Purchase-related email notifications now use a cleaner Zelo-branded layout and no longer display an external footer
Updated Portal account emails: New portal user emails now show a subject line saying “Your account at” followed by the company name, rather than the previous product-branded wording, keeping customer communications consistent with Zelo.
Updated Quote confirmation email: Confirmation emails generated from website quotes now send without third-party branding in the footer, so customers see a cleaner message that links only to your company website.
Fixed Automatic email templates: Delivery and online sales emails no longer include the default vendor branding line. This keeps automated messages consistent with your company’s own branding.
Updated Visual theme: Zelo now uses corrected accent and status colors across dashboards, emails, calendars, and web pages. This makes the interface look cleaner and keeps the experience consistent throughout Zelo.
Fixed Email template colors: Goal and recruitment email templates now use the correct brand colors, so headings, progress values, and table accents display consistently for recipients.
Updated Recruitment email templates: Default candidate emails now use a clean HR Team signature and no longer include promotional vendor links, making recruitment messages look more professional and aligned with your company’s brand
Updated Email template colors: Automated emails across invoicing, sales, purchasing, delivery, events, recruitment, and website orders now use refreshed colors for buttons, headers, and footers, making customer-facing messages more visually consistent with the current Zelo theme
Updated Interface icons: Arrow icons in dashboards, reports, website pages, and other Zelo templates now use the updated arrow symbol. This gives a more consistent visual appearance without changing any functionality.
Fixed Record change notifications: Notification emails now include the record type and record name in the message, so users can quickly identify which record was changed. The email layout also renders correctly, preventing missing or broken notification content.
Improved Activity logs: Changes to key fields across invoices, sales, purchases, HR, CRM, and project records are now recorded only when their values actually change. This reduces repetitive entries and makes activity history easier to review in Zelo.
Removed Website setup email: Zelo no longer sends the automatic promotional email to administrators when website mailing features are installed or updated, so onboarding messages stay quieter and less intrusive
Removed Automatic module emails: Zelo no longer sends installation or upgrade email notifications for CRM and Project. The built-in install and upgrade email templates have been removed, so users will not receive these setup confirmation messages.
Updated Button styling: Buttons, close controls, and website menu editor controls now render with a bolder text weight, making actions easier to read and visually consistent
Fixed Interface icons: Some icons now display correctly in CRM, recruitment, messaging, project, and website areas. The fix corrects missing or incorrect symbols used on buttons, menus, and page snippets, so users can more easily recognize actions and information. This improves visual consistency across Zelo.
Improved Advanced filters: The advanced filter builder now has a cleaner visual layout, making selected conditions and field values easier to read. Complex filters are simpler to create and review in Zelo.
Added Website menu: The Website Menu option now appears in the main Website menu, making it easier to manage the navigation items shown on your websites. This helps users review and update the links visitors see without navigating through deeper settings.
Fixed Invoice report: The invoice number now appears consistently in the printed invoice header and totals section, so generated invoices have a cleaner, correctly aligned layout
Updated Report template backgrounds: The default background for Zelo report layouts has been refreshed, and extra background template assets are now available, so printed and exported reports can look more polished and easier to brand.
Improved Delivery note report: Delivery note documents now use a cleaner boxed layout with consistent table borders and spacing, so line items and totals are easier to read when printing or exporting to PDF
Improved Report templates: Report layouts now use a clearer color scheme and black body text for better readability. Printed and PDF reports also show refreshed header, footer, and table styling.
Updated Report templates: Printed and exported reports now use a refreshed layout with the Lato font, softer gray borders, and improved spacing. Boxed and background report styles render more consistently across report pages, making invoices and other documents look cleaner and easier to read.
Fixed Invoice report layout: Invoice reports now place the sequence-number header in the correct row, so product images and line numbers align properly when sequence numbers are enabled
Fixed Icon rendering: Icons throughout Zelo now display with a stronger weight so they remain crisp and consistent, especially in Firefox. The remove attachment button on incoming Italian e-invoices also uses a clearer circular cross icon.
Added Product images on sales documents: Product images now appear on sales orders, invoices, and pick lists, including in the generated documents. This makes it easier to identify products during order review, billing, and warehouse operations.
Added Column resizing: You can now resize columns in list views by hovering over a column border and dragging it to the desired width. This works in standard lists as well as nested list views, helping you focus on the fields that matter most.
Fixed Timesheet entry from task: Timesheets created from a task now save correctly even when the start date/time is missing, preventing an error and allowing the end date to be calculated once the details are available.
Added Invoice report header: The invoice number now appears in the header of the invoice line table on invoice reports. This makes it easier to identify the document while reviewing line items or printing the invoice.
Fixed Invoice references: Invoices created from multiple sales orders now display clean reference names without blank entries, making it easier to trace which orders were included.
Fixed Italian e-bill PDF dates: The PDF report attached to an electronic bill now uses the customer’s language when generating dates, so the date appears in the expected regional format instead of an inconsistent one.
Fixed CRM lead form display: Planned revenue and probability now render correctly in the opportunity form, with the currency amount and win percentage shown clearly for easier tracking and editing
Added Advanced filters: The field selection lists in advanced filter and group-by controls now show each field’s technical name in parentheses. This makes it easier to identify the exact data field being filtered or grouped, even when several fields have similar labels.
Fixed Date grouping labels: Date grouping options now display the chosen date level in the temporary grouping menu. This lets users clearly see whether a list is grouped by day, month, or year before saving the view.
Fixed Selected item indicators: Check marks now display correctly when items are selected in list views, editor panels, planning screens, and dashboards. This makes it easier to see active choices at a glance and keeps selection indicators consistent across Zelo.
Added Date grouping: Date and datetime fields now include Day, Month, and Year options in the group-by menu. This makes it easier to organize records into time-based sections in list views.
Fixed Invoice draft reset: Zelo now shows a clearer error message when invoices are not cancelled before resetting to draft, listing the affected invoice numbers so you can resolve the issue quickly
Improved Invoice reset messages: When resetting invoices to draft, Zelo now identifies the affected invoices by reference and record number if they are not yet canceled, making it easier to resolve the issue
Fixed Parallel test execution: The automated test runner now launches the Zelo test process correctly during parallel checks, ensuring module validations start and complete reliably.
Fixed Automated testing setup: The parallel test runner now initializes each module’s test file cleanly instead of appending to previous content, which helps Zelo’s quality checks run more reliably.
Updated Automated tests: The test preparation process was refined to make module test setup clearer and more consistent. This behind-the-scenes change helps keep quality checks dependable for future Zelo updates.
Fixed Employee expense processing: Cancelling employee expenses and creating vendor invoices from expenses now use the correct accounting setup, making the workflow more stable and helping prevent errors when expense records are linked to accounting entries.
Fixed Expense cancellation: Expense cancellation now handles cash and bank payment journal checks more consistently, reducing the chance of unexpected errors when canceling employee expenses
Fixed Accounting templates: Template consistency checks now correctly account for the option to allow reconciliation with existing entries, so accounting templates are validated more reliably
Fixed Icon display: Zelo icons now render correctly in Firefox. The icon font weight has been adjusted so interface symbols appear reliably across supported browsers.
Fixed Bank receipt icons: The action icons on bank receipt lines now display consistently. Users can now recognize the Resolved action more clearly because it shows the correct check-circle symbol instead of an outdated icon.
Updated Account reconciliation option: A previously hidden advanced option is now available in account settings, letting you enable reconciliation on an account that already has transactions. It should only be used for careful accounting adjustments because changing this on an active account can create errors that are difficult to fix.
Added Advanced reconciliation setting: A developer-mode option now appears on account forms to force enabling reconciliation on an account that already has journal entries. It is meant for expert use only and may cause accounting errors if the account is not handled carefully.
Added Unresolved bank receipt entries: Journal entries created from unresolved bank receipt lines now include a link to the related invoice, giving users clearer traceability back to the original billing document
Added Account reconciliation option: You can now enable reconciliation on an account that already has existing transactions, with a new safety option. Zelo recalculates the affected journal entries so invoices and payments can be matched correctly without disrupting existing records.
Updated Account reconciliation settings: You can now change whether an accounting account is used for reconciliation, even when it already contains journal entries. Zelo refreshes the affected entry amounts so balances remain consistent after the change.
Fixed Testing console: The built-in testing console now starts with the correct UTF-8 text encoding. This prevents accented letters and international characters from appearing garbled while inspecting Zelo data.
Added Expense sheet cancellation and invoice-based settlement: You can now cancel expense sheets and settle approved expenses through supplier invoices. This helps finance teams reconcile reimbursements with actual bills and reduces manual follow-up.
Added Italian translations: Zelo now includes additional Italian translations for accounting, inventory, projects, marketing, helpdesk, and online sales. Labels, buttons, and messages in these screens are clearer and more complete for Italian-speaking users.
Fixed Time entry date display: Time entries now display the normal date field in the timesheet form, removing an extra date-time field that could make the date display incorrectly.
Added Timesheet end time: Timesheet entries now include a start date/time and an end date/time. You can set the end time directly or adjust the duration, and Zelo automatically recalculates the other value for accurate work tracking.
Fixed Italian supplier e-invoice import: The e-invoice import now safely handles invoice lines with no description when multiple taxes share the same percentage. This prevents an unexpected error message and allows the import to continue smoothly.
Updated Italian e-invoice import: Incoming Italian electronic invoices now process welfare fund amounts with clearer line labels and more helpful validation messages when withholding tax data is missing
Added Email alias matching: Zelo now uses the envelope recipient address from incoming emails as an additional source when matching aliases, so messages delivered through third-party mail servers are routed to the correct record even if the visible recipient fields do not match. This makes alias-based email routing more reliable across different mail providers.
Fixed Messaging colors: Text, links, and badges in the messaging area now display with the intended colors, making notification bars, channel controls, and message badges easier to read
Fixed Unread message display: Sender names in unread messages now appear in the correct color, making them easier to read while still staying bold.
Updated Purchase order line display: The “B/R” label shown in purchase order line names can now be translated, so users see localized text next to the billed and received quantities.
Added Related data button for saved views: In Zelo, view layouts now include a button that opens the linked reference record in a separate window, letting users inspect the related setup without losing the current screen.
Fixed Purchase order line filtering: The “All received are invoiced” status is now saved on purchase order lines, so list views can filter by it reliably. This makes it easier to find lines where all received quantities have been billed.
Fixed Purchase order receipt status: The status showing whether all received quantities have been invoiced now displays correctly on purchase order lines
Added Purchase order line labels: Purchase order lines now show the related purchase order number and the invoiced/received quantities. This helps you identify the correct purchase order and track billing and receiving progress when selecting or reviewing order lines.
Improved Purchase invoice matching: When linking a purchase order line to an invoice line, Zelo now offers only lines with received quantity that is not yet fully invoiced. This makes it easier to match vendor invoices to actual receipts and reduces the chance of selecting lines that are already completely billed.
Added Mail template related data: The mail template form now includes a View related data button that opens the linked system record for the template’s unique reference in a pop-up window, making it easier to inspect the underlying configuration.
Improved Email template customization: You can now edit built-in email templates, and Zelo automatically protects your changes from being overwritten during updates. If you have not customized a template, it can still receive standard improvements.
Added Lead email interpreter: Zelo can now capture the sender’s email address when interpreting email content for CRM leads, so lead records created or updated from email can keep the correct contact email
Removed Default website security: ReCAPTCHA is no longer installed automatically with Zelo. Standard website and form setups stay simpler, and the protection can still be enabled when needed.
Added Rich text code view: The rich text editor now always shows a code view option in the toolbar. This lets users switch between formatted editing and the underlying HTML, making it easier to inspect and fine-tune rich text content.
Improved Invoice payment terms: Invoice reports now show the payment terms label only when a payment term is assigned. This removes unnecessary labels from printed and PDF invoices while keeping the payment details visible when needed.
Fixed Advanced filter display: The advanced filter domain selector now displays with the correct text color. This makes filter options easier to read when building or reviewing advanced filters.
Mars 2019
Fixed Purchase line matching: The purchase line selector on vendor bills now filters by the bill’s vendor and excludes lines that are already invoiced, so you can match bills to the correct purchase order line more reliably
Fixed Purchase invoice matching: Vendor invoice lines now show only purchase order lines that belong to the same supplier and have not already been connected to invoice lines. The purchase order reference is now locked to prevent accidental changes, helping users match invoice lines to the correct purchases without selecting invalid or duplicate lines.
Fixed Server upgrade process: Upgrade and module initialization steps now run on separate internal ports, reducing the chance of conflicts and making server upgrades more reliable
Updated Order line views: Purchase and sales order lines now always open in a list view instead of a card view. This gives users a consistent table layout for reviewing, editing, and reordering multiple products on an order.
Fixed Bank payment list: The bank payment list now loads correctly and shows the bank ABI and CAB fields after the partner. This restores reliable access to the bank details needed for issuing Ri.Ba. payments and reviewing related invoice information.
Fixed Invoice bank details layout: The ABI and CAB bank fields now appear in the correct place on invoice reports, right after the IBAN, so bank payment details are complete and easier to read.
Added Bank details in Ri.Ba. issue view: The Issue Ri.Ba. list now displays the partner bank’s ABI and CAB alongside the IBAN, using the bank details selected for the partner’s invoice report to help users verify the correct bank branch when preparing Ri.Ba. documents
Fixed Activity label color: Activity labels in mail and chat now display with the correct background color, keeping activity indicators visually consistent and easy to read.
Improved Employee tags: The tags field on the employee form now shows a clear label, making it easier to identify where to add categories such as part time.
Fixed Sale terms and conditions: Turning off the default terms and conditions now clears the saved company text, so outdated terms no longer appear on new sales documents.
Updated System upgrade process: Database upgrades now automatically refresh the base profile so it follows the latest dependencies. This reduces manual steps and helps keep Zelo consistent after an upgrade.
Improved Language detection: Zelo now determines the active language for translated content faster by using available session and interface settings before any slower fallback. This reduces unnecessary database lookups, making upgrades and language-dependent operations feel more responsive.
Fixed Invoice bank details: The invoice report now displays the correct bank coordinates based on the payment method, showing ABI and CAB for Ricevuta Bancaria payments and IBAN for bank transfer payments. This helps recipients see the right banking details on printed or emailed invoices.
Fixed Invoice bank details: Bank account information now appears correctly on invoice reports. The fix ensures the invoice layout with bank details is applied reliably, so customers see the expected payment terms and bank information when printing or exporting invoices.
Compatibility Invoice bank payment details: Bank payment details on invoice reports now work together with invoice payment due-list reporting. This keeps bank information consistent when customers view, print, or share invoices that include due-date details.
Updated Invoice bank details: Invoices that include bank payment information now display the IBAN instead of separate ABI and CAB values, making bank details clearer and easier to verify
Fixed Invoice due list report: The due-date section on invoice reports now stays compatible with other accounting report modules, so multi-due payment terms display correctly without breaking the layout
Fixed Invoice due list: Corrected an internal reliability issue in the due invoice list so outstanding invoices and due dates continue to display accurately. This helps customers review unpaid invoices with confidence.
Added Italian invoice report translations: Due date details and bank account information on Zelo invoice reports are now available in Italian, making payment terms and bank transfer details easier to read for Italian users.
Updated Italian language texts: The Italian interface wording has been refined across customer management, sales, and website-related screens. Users who work in Italian will now see clearer and more consistent labels for common actions, reports, and pages.
Updated Invoice report cleanup: Removed unused Spanish translation entries and a preview image from invoice report modules. This keeps the invoice and due-date report areas tidy without changing how invoices, due dates, or bank details are displayed.
Added Invoice due-date reporting: Customer invoices now display a clear list of due dates and amounts for invoices with installment payment terms. This makes it easier to track outstanding payments and share the schedule on printed invoices.
Added Invoice payment bank details: Partner records now let you choose the bank account shown on invoice reports for bank transfers and the bank account shown for Ri.Ba. payments, so invoices can display the correct payment details for each payment method.
Fixed Fiscal document type validation: Invoices can now be validated without being blocked by an incomplete fiscal document type. Zelo checks compatibility between the invoice type and fiscal document type when exporting the electronic invoice XML, preventing unexpected failures while still catching incompatible documents.
Updated Automated quality checks: Routine functional test runs are temporarily paused while we repair unstable checks. This keeps release validation stable and does not affect your day-to-day use of Zelo
Improved Cache statistics: The cache log now reports the total number of cached entries. This gives administrators a clearer overview of cached data volume when reviewing performance diagnostics.
Improved Data operation caching: Zelo now keeps a larger in-memory cache of common record operation results, reducing repeated calculations and helping lists, reports, and automated processes respond more quickly.
Fixed Task recurrence timing: Repeated tasks now use the correct local time zone when calculating start, end, and deadline dates. Zelo converts the entered times to UTC before generating each occurrence, so recurring schedules no longer shift to the wrong day or hour.
Updated Error messages: Zelo now displays a cleaner “Server Error” message when a server-side issue occurs while opening reports or loading standard screens. This makes error notifications easier to understand for users while keeping the same diagnostic information available for support.
Added Invoice validation: Zelo now checks the Italian fiscal document type before confirming invoices and credit notes. If the selected type is not compatible, confirmation stops and shows a clear message to prevent incorrect tax documents.
Added DDT number requirement: You can now require a delivery note (DDT) number for warehouse pickings on selected operation types. When enabled, Zelo blocks validation until the DDT number is assigned, ensuring delivery documents are complete before the operation is closed.
Updated Italian translation: The Italian language pack has been revised across Zelo, updating interface text, form labels, and system messages. Customers who use Italian will see clearer and more consistent wording in day-to-day screens.
Added Partial lot tracking: You can now enable an option on stock operation types to allow tracked products to be moved without a lot or serial number. This is useful when only part of an operation needs lot or serial details, while the rest can proceed without them. When the option is disabled, Zelo still requires lot or serial numbers for tracked products.
Updated Italian translations: The Italian interface now uses clearer wording for surveys, accounting, and website screens, including survey labels, required login, mandatory answers, page titles, and question titles. Italian users can now create and complete questionnaires with more natural and consistent terminology.
Updated Italian translations: Italian-language labels and messages across accounting, projects, sales, inventory, and other Zelo areas were refreshed. This makes the interface display more consistent and clearer wording for Italian users while they manage invoices, tasks, products, and records.
Added Negative stock prevention: Zelo can now block stock operations that would make a stockable product’s quantity go negative. This helps teams correct inventory shortages before validating pickings, manufacturing orders, or other stock moves.
Updated Italian translations: Italian labels in Zelo have been refined for consistency, especially in Production and related areas. Terms such as Bill of Materials, product quantities, and scheduled dates now appear with clearer capitalization and wording, helping Italian-speaking users navigate the system more easily.
Updated Italian translations: Italian labels in time-off and leave allocation are clearer, helping users understand leave types, allocations, and requests.
Updated Italian translations: Italian interface wording was refreshed across many Zelo areas, and journal names can now be translated. Users working in Italian will see more consistent labels and fewer untranslated phrases in accounting, sales, inventory, fleet, and related screens.
Updated Italian localization: The Italian language pack has been refreshed with clearer and more consistent terms across accounting, human resources, sales, inventory, and point-of-sale screens. Users who set Zelo to Italian will see updated labels, messages, and report titles, making the interface easier to read.
Updated Italian language support: Zelo’s Italian interface now includes refreshed translations across accounting, projects, point of sale, and other areas, so Italian-speaking users see clearer labels, messages, and reports. This makes navigation, data entry, and day-to-day use more natural and consistent throughout the system.
Improved Record loading performance: Zelo now prepares record data with less background overhead, helping lists, forms, and related module screens respond more smoothly
Fixed Italian e-invoice import: Imported invoices with stamp tax now process more reliably when a line’s tax information is missing. This prevents tax comparison errors during import.
Improved Italian e-invoice export: When exporting Italian e-invoices, invalid VAT codes and invoice-specific issues now show clear messages with the affected invoice number. This helps users identify and correct data problems before the export fails.
Added Invoice registration date: The invoice form now displays the registration date in the Other Info section, so you can quickly see when an invoice was recorded without opening additional details.
Updated Italian translations: Zelo’s Italian language pack has been refreshed with newly added and corrected wording across accounting, CRM, HR, marketing, and sales modules. Users who set their interface to Italian will see clearer labels, messages, and reports, making everyday tasks feel more natural and consistent.
Updated Italian translations: Italian users now see more complete and consistent labels in Zelo across accounting, assets, purchasing, sales, inventory, maintenance, and online sales. The update adds missing wording for Italian withholding tax records and cleans up related terms so forms, reports, and settings are easier to understand.
Updated Italian translations: Zelo now includes refreshed Italian text across accounting, sales, purchasing, inventory, point of sale, event tickets, and online store features. Users working in Italian will see clearer labels and more consistent terminology in forms, menus, and business documents.
Improved Upgrade process: Zelo now restarts the server after an upgrade completes, so newly installed database updates are loaded reliably and users get a consistent refreshed workspace
Fixed Purchase order link: Vendor bill lines now update the linked purchase order automatically when a purchase order or purchase order line is selected, keeping bill details correctly associated with the right purchase order.
Updated Italian translations: The Italian language catalog was consolidated and regenerated, so interface labels, menus, and messages stay consistent across all Zelo modules
Updated Italian translations: Italian language support has been expanded and refined across Zelo, including accounting, sales, HR, inventory, and website modules. Labels, messages, and reports now display correctly in Italian, helping Italian-speaking users work more comfortably.
Updated Italian translations: Italian interface text has been added and corrected across accounting, contracts, sales, purchases, inventory, payroll, maintenance, and related areas. Italian-speaking users now see more complete and accurate labels, making everyday work in Zelo clearer and easier to follow.
Updated Italian translations: Italian interface text has been expanded and corrected across Zelo, with new translations added and existing wording refined for consistency. Users working in Italian will now see clearer, more complete labels and messages in many areas.
Fixed Kanban status badges: Status labels on kanban cards throughout Zelo now display reliably, so records such as invoices, payments, stock moves, repair orders, and point-of-sale sessions show their current state with the correct text and color.
Improved Purchase order entry: The purchase order form now hides rarely used analytic accounting and internal tracking fields, giving buyers a cleaner line view that focuses on products, quantities, and delivery dates. This reduces clutter and makes it easier to create, review, and edit purchase orders.
Fixed Italian reverse charge: The Italian reverse charge feature now loads with its required accounting and localization components, so VAT and invoice handling for reverse-charge transactions works reliably after installation.
Fixed Tax calculation: Tax amounts are now calculated using line totals rounded to the currency’s decimal places, so taxable amounts and tax totals stay consistent with the values shown on invoices and reports.
Fixed Timesheet price precision: Sale timesheet price checks now consistently use a two-decimal price format, helping ensure timesheet pricing behaves reliably in Zelo
Fixed Stock valuation reliability: Automated inventory valuation checks now use a consistent two-decimal price precision, helping prevent rounding-related mismatches between stock and accounting records.
Fixed Italian e-invoice pricing: Product prices are now validated with a consistent two-decimal precision. This helps prevent unexpected rounding differences when exporting e-invoices in Zelo.
Added Bank statement import: You can now import bank statements from spreadsheet files directly in Zelo. The standard profile now includes this capability, so finance teams can load bank data into Zelo without manual re-entry.
Added Bank statement import from sheets: You can now import bank statements from spreadsheet files directly into Zelo, so finance teams can upload CSV, Excel, or similar sheet exports and create statements with less manual entry. This makes reconciliation faster and reduces errors when bringing external bank data into the system.
Fixed Italian e-invoice import: Imported e-invoice files now process related invoice references correctly, so linked documents are saved without being lost or attached to the wrong record. This makes importing Italian supplier invoices more reliable.
Updated Product price precision: Product prices now default to six decimal places, so you can enter and display finer price values without changing settings. This makes pricing, totals, and related product calculations more precise when your business requires smaller price increments.
Fixed Italian delivery note wording: Italian delivery notes now correctly show the parcel count label as Colli instead of Scatole, making shipment documents clearer and more consistent with common logistics terminology.
Added Italian e-invoice RIBA support: When importing supplier e-invoices, Zelo now recognizes RIBA payment terms where the payment IBAN belongs to your own company. Instead of creating an unnecessary duplicate bank account, it keeps the existing account and flags the invoice payment for review.
Improved Bank account validation: Zelo now shows a clearer error message when a duplicate bank account number is entered for a partner within the same company. This makes it easier to spot conflicting bank account records and avoid saving invalid payment details.
Updated Website cookie notice: The cookie consent banner now stays hidden for users who are already logged in to Zelo, so they no longer see repeated prompts while still allowing public visitors to receive the notice as expected
Fixed Italian sales order translation: Sale order portal pages and PDF reports now show the correct Italian wording for date-related text, improving clarity and consistency for Italian-speaking customers.
Fixed Customer follower subscription: Automatic customer subscription as a follower now works correctly for sales orders and invoices when automatic subscription is disabled, so customers are no longer unexpectedly added or removed from document notification lists
Removed Project subtasks: Zelo no longer includes the ability to break project tasks into smaller delegated subtasks. This removes the extra subtask creation and assignment screens, keeping project task management focused on standard tasks. If you used subtasks, plan to consolidate those items into regular tasks before or after the upgrade.
Fixed Italian e-invoice XML cleanup: E-invoice attachments are now cleaned more consistently, so signed electronic invoice files can be processed without avoidable errors. Users can preview and work with Italian e-invoices more smoothly, even when the original file includes extra signature data or minor formatting differences.
Updated Default session expiry: Inactive Zelo sessions now expire after 24 hours instead of the previous 2-hour default. This means users stay signed in longer during breaks or longer work sessions, while idle accounts are still protected after a full day of inactivity.
Février 2019
Updated Note card click behavior: Clicking a note card on the Kanban board no longer opens it straight into edit mode, reducing the chance of accidental changes. You can still open the note and edit it intentionally from the note form.
Fixed Purchase order fields on invoices: The purchase order and purchase order line references on invoice lines are no longer locked. You can now adjust the linked purchase information directly on a vendor bill, helping keep billing and purchasing records aligned.
Fixed VAT period end statement: Corrected an internal quality check for the VAT period-end statement. This helps ensure the statement calculations remain reliable when new updates are released.
Fixed Incoming e-invoice import: Discount calculation during Italian e-invoice import no longer fails when a line has a zero quantity or unit price. Imports now complete successfully with a safe zero discount, so incoming invoices can be processed without interruption.
Improved Italian e-invoice attachments: Signed FatturaPA attachments are now processed more reliably in Zelo, so users can preview and validate e-invoice files without failures caused by missing or inconsistent external command-line tools. This makes Italian e-invoicing workflows smoother when working with signed XML attachments.
Fixed Italian reverse charge: Reverse-charge invoice processing now handles opening, posting, and cancellation more reliably. This keeps Italian tax calculations and accounting entries consistent.
Updated Browser compatibility: Zelo now uses a newer Firefox Extended Support Release for automated browser tasks, helping report generation and other browser-based workflows run more reliably.
Fixed Italian VAT registry report: The VAT registry report now uses better spacing around the title and totals, making printed or exported Italian VAT registers easier to read and more professional.
Added VAT period-end statements: Zelo now includes a dedicated VAT statement feature that lets finance teams prepare VAT reports for a selected period. It summarizes taxable sales, purchases, recoverable tax, and tax due based on recorded invoices and configured tax settings. This makes it easier to review and reconcile VAT obligations before filing, with translated labels for international teams.
Updated Invoice tax details: The Additional Info tab on invoices now displays more tax information in the taxes list, including the tax, analytic account, sequence, manual flag, amount, rounding, currency, and base. This makes it easier to review how invoice taxes are configured and calculated.
Fixed Invoice due dates: Invoices with payment terms now calculate the correct due date, restoring reliable payment deadlines for customers. The updated calculation helps ensure the displayed due date matches the selected payment term.
Updated Accounting workflows: Zelo’s tax, invoice, payment, and bank statement handling were refined to keep financial entries consistent. Matching bank transactions to invoices and payments now works more reliably with clearer tax and payment behavior.
Fixed Invoice tax calculation: Invoice untaxed amounts now use the correct taxable amount from tax details instead of raw line subtotals. This keeps tax totals and invoice totals accurate for customers and accounting records.
Fixed Purchase invoice matching: Purchase order and invoice lines now compare amounts using the company currency’s decimal places, preventing false mismatch warnings caused by minor rounding differences
Fixed Italian electronic invoice import: Incoming vendor invoices now match purchase order lines using the company’s currency decimal places, so small rounding differences no longer cause false line-matching warnings
Fixed Vendor bill views: Vendor bill screens now display more consistently, and the purchase order selector on a vendor bill only offers purchase orders for the selected vendor, helping you create accurate bills without unrelated suggestions.
Added Order details on invoices: Invoice lines now show the related order and order line directly in the invoice line list. This makes it easier to trace each invoice entry back to its source and confirm the connection while reviewing or editing invoices.
Improved Italian e-invoice attachments: Signed e-invoice files now open and preview more reliably in Zelo. The system can process common signed-file formats and extract the underlying XML content. This helps attachments display correctly in the Italian electronic invoicing workflow.
Fixed Italian electronic invoice import: The XML-based supplier invoice import now resolves its supporting dependencies more consistently. Imported electronic invoices are processed with fewer unexpected interruptions.
Fixed Italian electronic invoice import: Signed FatturaPA files and updated invoice XML samples now process more reliably. This helps supplier invoices import correctly into Zelo.
Fixed Italian e-invoice import: Some malformed Italian e-invoice XML files now import successfully. Zelo handles a missing bank name by using an empty value instead of failing the import.
Improved Invoice matching warning: The warning shown when an incoming Italian e-invoice does not fully match a sale order is now clearer. Each unmatched sale order line is displayed with its relevant details and separated by spacing, helping you identify and correct mismatches faster.
Added Italian e-invoice line matching: When creating a supplier invoice from an imported Italian e-invoice, Zelo now automatically matches invoice lines to the related purchase order lines by product, quantity, and total amount. This helps ensure e-invoice lines are linked to the correct purchase lines and alerts users if some lines cannot be matched automatically.
Updated Italian e-invoice import: A temporary adjustment was made to the import validation for Italian FatturaPA XML invoices to prevent the import process from stopping unexpectedly. This helps ensure invoice import workflows continue to run smoothly while the issue is being resolved.
Improved Italian e-invoice attachments: Signed electronic invoice attachments are now processed with a dedicated cryptographic library instead of external system utilities. This makes importing and previewing e-invoice files in Zelo more stable and consistent.
Fixed Italian e-invoice attachments: Attached Italian electronic invoice files now handle double-encoded content correctly, so previews, downloads, and extracted invoice data no longer appear corrupted.
Fixed Italian e-invoice export: Zelo now creates Italian e-invoices for foreign customers without a VAT number by using their country code and a placeholder tax identifier. It also includes the company name from e-commerce orders when that field is available, making exported invoices more complete.
Fixed Supplier invoice linking: The helper used to connect a supplier document to an existing invoice now safely handles deleted invoices. This prevents broken links and keeps the matching process reliable.
Added Italian e-invoicing demo data: Zelo now includes sample records for a foreign customer and a split-payment tax position in the Italian e-invoicing module. These demo entries make it easier to explore and test invoice settings without creating them manually.
Fixed Italian e-invoice setup: Corrected a missing partner reference in the Italian electronic invoice test data so invoice validation runs more reliably
Fixed Italian e-invoice export: Zelo now validates outgoing Italian electronic invoice XML more reliably, including foreign customer and currency details, so invoices are less likely to fail during submission
Fixed Sale order report: The requested delivery date now appears correctly on printed sale order reports, and the report no longer requires the inventory add-on just to display this field
Fixed Sales and inventory workflow: The connection between sales orders and stock operations now includes the required order date support, so delivery planning and inventory handling work correctly without missing features
Fixed Italian e-invoicing: Zelo now handles certain signed FatturaPA XML documents more reliably. Invoices accepted by the Italian tax authority can be processed and exported without unexpected XML errors.
Removed Italian VAT registry translations: Translated interface texts for the Italian VAT registry localization have been removed. Users can still use the Italian VAT registry reports, but any labels that depended on those translations will now appear in the default Zelo language.
Added Extra-EU Italian e-invoices: Zelo now supports generating Italian electronic invoice files for customers outside the European Union. The export automatically applies the correct extra-EU recipient details, so international invoices are prepared accurately and can be submitted without manual fixes.
Added Italian VAT registries and e-invoice stamping: Zelo’s Italian profile now includes VAT registry functionality and outgoing e-invoice stamping. Users can now keep VAT documents in the appropriate ledgers and add stamp information to electronic invoices sent to public administration recipients.
Added Italian VAT registries: Zelo now provides dedicated VAT registry views for Italian tax requirements, letting users review taxable and deductible VAT entries and prepare local VAT reporting more easily. The module is translated into many languages so finance teams can work in their preferred language.
Added Italian e-invoice stamp duty: Zelo can now include the stamp duty amount in outgoing electronic invoice XML files when the invoice is subject to the Italian stamp tax
Fixed Sales order creation from POS: Sales orders created from a POS quotation now correctly apply the selected customer’s details. Zelo refreshes the order after the customer is chosen, so customer-specific pricing, taxes, and defaults are included before the order is saved.
Fixed Invoice report display: Invoice reports that group lines by picking and include payment details now use the correct report layout. This prevents missing or duplicated sections when generating invoice PDFs or report previews.
Fixed Invoice report grouping: Invoice PDFs that group invoice lines by picking now build on the standard invoice layout correctly, so picking headers, grouped quantities, and subtotal amounts appear reliably.
Added Invoice with payments report: The invoice with payments report now groups line items by picking, showing the related sales order, delivery date, picking reference, and amount for each delivery. This makes it easier to match paid invoices to the specific deliveries that were shipped.
Fixed Product barcode validation: Automatically generated EAN-13 barcodes are now validated before being assigned to products, so Zelo stores only valid, scannable codes
Improved Lot/Serial sorting: Lot and serial lists now use a clearer default order, showing items with the soonest best-before date first when expiration tracking is enabled. Without expiration dates, newer lots appear first and are then ordered by lot name, making it easier to find and manage stock.
Fixed Delivery note pricing: Delivery notes now show correct line prices when products are shipped in multiple lots or serial numbers. The report calculates the price from the actual unit price, quantity, and discount, so printed delivery notes are accurate for customers and internal users.
Added Requested delivery date on sales reports: Sale order reports now display the requested delivery date when it is available, making it easier to confirm expected delivery timing during review, printing, or PDF export
Fixed Pack records add-on: The pack records extension now loads correctly, so related record views open reliably after installation or update. This helps prevent unexpected errors when using pack record functionality in Zelo.
Added Invoice file ZIP downloads: You can now select one or more invoice files and download them together as a ZIP archive, making it easier to collect, share, and archive e-invoice documents from the invoice file list
Added Bulk attachment download: You can now select multiple records and download all of their attachments together in a single ZIP file. This makes it easier to collect documents, images, or other files for review, sharing, or archiving without saving each file individually. Zelo gathers the selected attachments and prepares the download automatically.
Fixed Italian e-invoice XML files: Exported XML attachments are now correctly linked to the e-invoice record, so they open reliably and appear in the right place when reviewing or resending submissions.
Updated Delivery note report: The DDT number now appears above the signature section on printed delivery notes. This makes it easier to identify the correct document when signatures are collected.
Added Delivery note report header: Delivery note (DDT) reports now show the document number in the table header instead of only in the page header. This makes the DDT number easier to see when printing, exporting, or reviewing the report.
Fixed Invoice PDF layout: The invoice description and source now appear in a cleaner full-width section, making printed and emailed invoices easier to read.
Fixed Delivery billing: Delivery records are now correctly linked to new invoices when an earlier invoice for the same delivery was canceled. This ensures you can create a replacement invoice without losing the connection to the shipped quantity.
Improved Invoice naming: Invoices created from sales orders now include the sale order number and the customer order reference when available. This makes it easier to identify and match invoices to the correct sales order, including advance payment invoices.
Fixed Invoice report layout: In Zelo, invoice documents now display the description, source, customer code, and reference in a cleaner layout. This makes printed and PDF invoices easier to read and keeps important details from appearing cramped or out of place.
Added Invoice report group headings: Invoice reports that group lines by delivery now include the sales order reference in the group heading when available. This helps users quickly match each grouped delivery section to the original sales order.
Fixed Italian accounting reports: Report headers now display correctly instead of appearing duplicated, giving cleaner and more reliable Italian accounting report layouts
Fixed Legal page checks: Checks for legal website pages now allow a longer response time. This reduces false failures when Zelo is running on slower or busier systems.
Improved Italian e-invoice export: When generating an Italian e-invoice, missing customer address details now include the customer name, making it easier to identify and correct incomplete address records.
Fixed Chatter header display: The chatter header now maintains a consistent, visible height on record pages. This makes activity controls and message previews easier to see without unwanted scrolling or clipping.
Improved Transfer cancellation: If a stock transfer cannot be canceled due to reserved quantities, the error now names the affected product so users can quickly identify and adjust the reservation
Fixed Account hierarchy: Deleting a parent account now removes its child accounts instead of leaving them without a parent, keeping the chart of accounts consistent and preventing broken account relationships
Fixed Invoice payment terms: Zelo now computes invoice due dates more reliably for regular invoices and Italian bank receipt payment terms. The change avoids rounding issues that could shift due dates when payment terms are evaluated.
Janvier 2019
Improved Payment term calculations: Payment term rules are now handled more consistently behind the scenes. This helps Zelo keep invoice due dates and calculated amounts reliable.
Removed Module localization: Preloaded translation files for several newer Zelo modules have been removed from the package. The modules remain fully usable, and you can still add or manage translations for them in Zelo as needed.
Fixed Login session handling: Zelo now creates a fresh session when a browser cookie is still valid but the server-side session has expired, preventing an endless redirect loop back to the login page. This makes sign-in more reliable after long periods of inactivity or session timeout.
Fixed Payment terms: Payment term validation now runs more reliably for multi-day terms, helping ensure invoice due dates and payment schedules are checked correctly
Fixed Sign-in redirect handling: Zelo now detects when a request would otherwise be sent to the sign-in page and redirects there directly. This reduces unexpected navigation issues when a session is expired or inactive.
Fixed Italian e-invoice import: Supplier electronic invoice files now import more reliably, and Zelo verifies supplier details, invoice count, and document totals before marking the attachment as registered.
Fixed Italian e-invoice import: Attachments in incoming Italian e-invoices are now saved with the correct file encoding. This helps prevent corrupted or missing documents after an invoice is imported into Zelo.
Updated Italian e-invoice import: The validation checks used when importing incoming Italian e-invoices were updated to help ensure the import flow remains stable and accurate.
Added Point of Sale manager permissions: Point of Sale managers can now delete open sessions, giving them direct control over session cleanup and helping resolve stuck or incorrect sessions without waiting for an administrator
Added Point of Sale manager permissions: Point of Sale managers can now delete open sessions, giving them direct control over session cleanup and helping resolve stuck or incorrect sessions without waiting for an administrator
Fixed Reverse charge invoice approval: Zelo now correctly processes reverse-charge supplier invoices when several are approved at once. Each selected invoice generates the required self-invoice or supplier self-invoice, so batch approvals no longer stop or skip the reverse-charge accounting steps.
Fixed Electronic invoice export files: The activity panel is now positioned correctly on the Italian e-invoice export file form. Users can view notes, followers, and related invoice details without the layout appearing misplaced.
Fixed Electronic invoice contact details: Phone and fax numbers are now automatically cleaned of spaces before being included in Italian electronic invoice exports. This helps ensure the electronic invoice file is generated correctly even when company contact numbers are stored with spaces.
Fixed Italian e-invoice setup: Outgoing Italian e-invoice now includes the delivery-to-invoice linking capability, so invoices created from completed deliveries install and run more reliably. This helps avoid missing pieces when enabling e-invoicing for delivery-based billing.
Fixed Italian e-invoice product codes: Outgoing Italian e-invoices now use clearer product code type labels for internal codes and barcodes, making line-item details easier to review and validate
Fixed Italian bank receipt tests: Automated validation for Italian bank receipt payments now uses the proper accounting test environment, helping keep RIBA processing more reliable
Fixed Payment term validation: Multi-day payment term checks now use the proper accounting validation flow, helping ensure due dates and payment term rules behave correctly.
Improved List pagination: List views in several Zelo modules now display 100 records per page by default instead of 80. This makes it easier to review larger sets of information without switching pages as often.
Improved Default page size: Lists, related-record search fields, and other record selectors now load up to 100 records by default, so you can see more options before moving to the next page
Added Payment terms: The standard Zelo profile now includes extended payment term settings, so finance teams can configure and apply more detailed due-date rules on invoices without extra setup
Added Payment term rounding: You can now configure rounding rules on payment terms, so invoice due dates can be aligned to consistent billing intervals instead of always following the exact calculated date. This helps teams create cleaner payment schedules and more predictable invoice terms.
Improved Italian e-invoice DDT entries: Delivery note (DDT) references in Zelo’s Italian e-invoice export now group related invoice lines under the same DDT. This makes each delivery note appear once with all applicable invoice line references.
Improved Italian e-invoice XML export: Exported XML attachments for Italian e-invoices are now formatted with readable indentation and line breaks, making it easier to review the generated document before sending or submitting it.
Added Italian e-invoice delivery notes: Outgoing Italian e-invoice exports can now include DDT numbers and dates for completed delivery notes linked to invoice lines, helping recipients match electronic invoices to the corresponding deliveries.
Added Italian tax stamp support: You can now manage tax stamp duties in Zelo accounting. Configure the stamp product, applicable taxes, and accounting accounts, then apply stamps on invoices by adding a stamp line to charge customers or record the stamp without billing.
Added Account group menus: Zelo now includes dedicated menu entries for account groups and tax groups under Accounting > Configuration. You can now open and manage these grouping settings directly from the accounting configuration area, making it easier to organize accounts and tax-related groupings.
Added Italian reverse charge and bank receipt support: The standard Zelo profile now includes reverse charge VAT handling and bank receipt payment capabilities. Customers can manage these Italian invoicing and collection scenarios without installing separate add-ons.
Added Reverse charge support: Zelo now includes support for reverse charge transactions, so eligible vendor invoices can be recorded with the buyer responsible for reporting VAT. This helps purchase invoices and VAT reporting reflect the correct tax treatment for applicable business-to-business supplies.
Added Italian bank receipts: You can now create and manage bank receipt payment instructions for customers, link them to invoices, and track payment status in Zelo. This gives your team a clearer view of outstanding Italian bank receipt payments.
Fixed Italian e-invoice date handling: FatturaPA e-invoices now process date values correctly even when a time zone is included, preventing unexpected validation errors when creating or importing e-invoice files
Fixed Web redirect handling: Zelo now avoids an unnecessary fallback to the start page when a page request cannot be completed normally. This reduces the chance of unexpected redirect loops and helps keep users on the intended screen whenever possible.
Fixed Web page redirects: Zelo now handles page redirects more safely, preventing endless redirect loops and ensuring users are taken to the login screen or their intended page after authentication.
Fixed Login redirection: Redirects to the login screen now preserve the intended destination and stop looping, so users land on the requested Zelo page after signing in or are returned to the login screen when no destination is available. This makes protected pages open more reliably.
Fixed Page redirect handling: Zelo now checks redirect targets more carefully when authentication is required, preventing endless loops between protected pages and the login screen so requests complete reliably
Fixed Redirect loops: Zelo now detects when a page would redirect back to itself and stops the loop, so sign-in and navigation flows load instead of bouncing endlessly.
Fixed Session expiry redirects: Expired sessions no longer cause an endless redirect loop when opening the main page. Zelo now detects the repeated redirect and sends you to the login screen, then returns you to the page you were trying to reach.
Updated Italian delivery note wording: The Italian label for billed transport conditions on delivery notes now reads “Franco addebito in fattura”, giving Italian users a clearer and more accurate billing term.
Updated Password reset link expiry: Password reset links now expire after 2 hours instead of 1 day. Users should complete the reset process promptly to avoid needing a new link.
Fixed Discussion change history: Change history in email discussions now shows every tracked field update, including changes from an empty value, so users can see the complete before-and-after details in the message thread
Updated Status update emails: Status update emails for invoices, purchase orders, and sales orders are now internal by default. This helps avoid sending routine status changes to customers or vendors, while internal users can still see the latest updates in Zelo.
Fixed Navigation bar scrolling: The top navigation bar now scrolls only on smaller screens where needed, preventing unwanted scrolling behavior on larger devices. This keeps the Zelo interface stable and easier to use across all screen sizes.
Improved Session cleanup: Inactive session files are now removed after 24 hours instead of one week, helping keep Zelo storage tidy and supporting smoother performance on busy installations
Fixed Signed e-invoice import: Zelo now successfully imports Italian e-invoice XML files that are signed with CAdES. The importer handles the signed document structure and optional empty fields more reliably, so these invoices can be loaded, reviewed, and processed without manual reformatting.
Added Italian e-invoice receiving: Zelo can now import and process incoming Italian electronic invoices. Supplier FatturaPA files can be validated and converted into accounting entries without manual re-entry.
Added Italian e-invoice import: You can now import incoming Italian electronic invoice files into Zelo and turn them into vendor bills. The import reads the supplier, line items, taxes, and totals from the e-invoice, reducing manual entry and improving accuracy for Italian accounting workflows.
Fixed Mobile menu scrolling: The mobile navigation menu now scrolls correctly on small screens, so users can access all menu items without the header staying stuck or cutting off content.
Fixed Italian e-invoice attachments: Temporary files created while preparing attached documents for FatturaPA invoices are now cleaned up automatically, reducing the risk of unused files remaining on the server
Added Italian outgoing e-invoicing: Zelo now supports creating and transmitting customer e-invoices for Italy. This lets you send compliant electronic invoices to customers and monitor their delivery status from the sales billing area.
Added Italian e-invoicing: Zelo can now generate compliant Italian FatturaPA XML files for customer invoices, with an export wizard that prepares the required electronic invoice version 1.2 data and makes the generated files available from invoice records.
Added Italian e-invoice export: You can now generate Italian electronic invoice files from Zelo without leaving the invoice screen. The export wizard creates the required XML document, can attach the selected invoice report automatically, and checks that the company and customer tax identification details are complete before the file is produced.
Added Italian e-invoicing: The Zelo profile now includes Italian e-invoice support along with related tax, payment, and partner details, making local compliance setup more complete and easier to use
Fixed Partner tracking: The IPA code and public administration status on partner records now correctly appear in the tracking log when changed, so followers can see updates.
Improved Italian fiscal documents: Zelo now checks Italian fiscal document types against the proper accounting context, making document setup and invoice behavior more consistent
Added Italian e-invoicing support: Zelo now includes support for Italy’s official electronic invoice format. This lets companies manage the required business details for suppliers and customers and prepares invoices for compliant electronic exchange.
Added Contact name fields: You can now store first and last names separately for partners and users, with the full name generated automatically from the chosen order. Existing names remain unchanged until edited, and you can recalculate all names after changing the preferred format.
Improved Invoice creation: New invoices now consistently receive the correct Italian fiscal document type, helping ensure accurate and compliant Italian fiscal documents in Zelo
Updated Fiscal document labels: The incoming and outgoing fiscal document type fields on contact records now show the English label “Fiscal Document Type” instead of the previous Italian label. This makes the Italian localization easier to read and keeps field labels consistent for English-language users.
Updated Fiscal document type labels: The Italian localization screens for fiscal document types now display consistent English labels in the menu, list, and form views, making the settings easier to read when managing Italian fiscal document types.
Updated Fiscal document labels: Labels for fiscal document types now display clearer English names, including Customer Invoice, Vendor Bill, and credit note options, so document settings are easier to read.
Added Italian fiscal document types: Zelo now includes additional standard Italian fiscal document types, such as advance invoices, fee notes, self-billed invoices, and simplified debit notes. Users can choose the correct document type directly in sales and purchase invoicing, improving compliance and reducing manual corrections.
Fixed Fiscal document type assignment: New invoices now automatically receive the correct fiscal document type when created, based on the invoice type, customer, fiscal position, and journal. The field label has also been updated for clearer display.
Updated Italian fiscal document type label: The label for the fiscal document type field on Italian fiscal positions now displays in English, making the option clearer and more consistent for users managing Italian fiscal documents
Updated Italian fiscal document types: The description and Italian translations were refreshed, helping users better understand and configure the official fiscal document type codes used in Italian accounting
Updated Italian split payment: Zelo now presents the Italian split payment setup in Italian and with clearer guidance for configuring the write-off account, split payment tax, and fiscal position, making it easier to enable and use split payment for Italian invoices.
Added Italian fiscal payment terms: Zelo now supports fiscal payment details for Italian companies, so payment terms can include the codes and methods needed for local invoicing and accounting workflows.
Added Italian VAT payability translations: Zelo now shows Italian labels for VAT payability options, such as immediate payability, deferred payability, and split payment. This makes Italian tax settings easier to read and configure for local users.
Added Italian translations: Labels for Italian account tax kinds are now available in Italian, making tax category screens easier to read and configure for Italian users.
Added Italian business registry: Zelo now includes support for the Italian REA business registry, with new fields on company and partner records. Users can enter registry details in the accounting section, and the company registry value is calculated automatically where applicable.
Updated Partner change tracking: IPA Code and Public Administration status no longer generate change entries when partner records are edited, keeping activity history cleaner for Italian public administration details
Added Italian translation for tax balances: The tax balance screens and reports are now available in Italian. Users can view tax balances, refunds, base amounts, and related options with localized labels, making it easier for Italian-speaking teams to review accounting tax data.
Added Tax balance reporting: You can now generate tax balance reports for a selected company and date range. The report shows taxes by type and accounting entry status, including open tax amounts, so you can track outstanding tax positions and reconcile them more easily.
Added Italian accounting report layout: Zelo now applies a cleaner layout to Italian accounting reports, with aligned columns, subtle section lines, and emphasized totals so reports are easier to read, print, and share
Updated Settings labels: The Italian accounting settings screen now uses the correct section label, so the Accounting area is identified clearly while configuring invoicing-related options
Updated Italian accounting translations: The wording used for Italian accounting labels has been refreshed, including clearer tax identifier and page wording, so future language support stays consistent
Added Italian tax amount calculation: Zelo can now determine the effective amount for Italian tax records. When a tax is set up as a group, Zelo adds the amounts of its included child taxes, while regular taxes use their configured amount. This makes tax values easier to view and use in Italian accounting workflows.
Improved Accounting report footer: Italian accounting reports now use a cleaner centered page footer. The company tax identification label is also clearer, making printed or exported statements easier to read.
Updated Italian accounting: The Italian accounting area now includes tax balance tracking, making Italian tax balances available as part of the standard accounting setup
Updated System setup: The setup process now temporarily skips automatic operating system package upgrades. This reduces the chance of unexpected system changes during installation.
Improved System upgrade safety: Zelo now removes outdated PostgreSQL client packages before refreshing system dependencies, reducing the risk of conflicts during upgrades and helping keep database connections stable
Fixed Invoiced timesheets: Zelo now more reliably prevents edits to already invoiced time entries connected to Time and Materials sales items, helping keep billing amounts and revenue consistent
Compatibility Timesheet and material tracking: Projects that track both employee timesheets and consumed materials now process accounting entries more safely. Timesheet amounts are recalculated only for actual timesheet entries when time, employee, or billing account details change, so material-related entries are no longer affected.
Updated Website forum: Installing the forum no longer automatically enables customer sign-up, so your website’s registration settings remain under your own control. This lets you decide separately whether guests can create accounts or whether sign-up should stay restricted.
Fixed Debian setup dependencies: Zelo installation on Debian-based systems now includes an essential package management tool automatically. This helps required software dependencies resolve correctly during setup.
Fixed Delivery note date: Delivery notes now receive the correct issue date when they are created from a stock transfer. This ensures printed documents, lists, and reports reflect the date the note was actually generated.
Improved Session handling: When your Zelo session expires, the page now reloads automatically instead of showing a warning. This helps avoid confusion after periods of inactivity and lets you continue working with a fresh, active session.
Fixed Account configuration buttons: The setup action buttons on the accounting dashboard now display with the correct text color, making them easier to read and visually consistent with the rest of Zelo.
Removed Delivery carrier setup: The “Install more Providers” shortcut is no longer shown in the carrier form, keeping delivery configuration focused on the carrier options already available in Zelo
Updated Rich text editor: The built-in rich text editor has been refreshed with community updates. It now handles undo/redo, special keyboard input, and content rebuilding more reliably while editing pages, documents, and other rich text fields.
Added Unique order references: Zelo now enforces unique references for purchase orders and sales orders. Each document number stays distinct, making orders easier to track and less likely to be confused with another.
Improved Product list sorting: Product lists now sort by product code first and then by name, making it easier to scan and locate items consistently. This default ordering applies to both product templates and individual product variants in Zelo.
Updated Database support: Zelo now uses an updated PostgreSQL database component, which helps data queries, reports, and integrations run more reliably. This upgrade is handled automatically and does not require any action from customers.
Added Project task subtasks: You can now create and manage subtasks under project tasks, so larger pieces of work can be broken into smaller, trackable items. This helps teams assign responsibilities, monitor progress, and keep project timelines clearer.
Added Project task checklists: Project tasks now include a checklist of smaller steps that can be assigned to specific users, marked as to-do, done, or cancelled. Each item is color-coded by status and appears in a dedicated checklist view, with notifications sent when items are created or updated so nothing is missed.
Fixed Delivery note product display: The delivery note report now shows each product’s correct display name and sales description, so printed documents match your product information and are easier for customers to read
Fixed Sale order form layout: The Revisions and Suggested Products sections now appear correctly on the sale order form, so users can view revision history and website quote suggestions without missing or misplaced tabs.
Added Project task materials: The base profile now includes task material and material stock support, so project tasks can track required materials and connect them to inventory.
Added Project task materials: You can now connect project tasks to stock items and track the materials needed for each task. This helps teams see what inventory is required, manage materials from the task record, and keep project work aligned with current stock levels.
Fixed Sale order form: The Revisions and Suggested Products tabs now display correctly on sale order forms, so users can access previous revisions and website quote suggestions without those sections disappearing.
Improved Sent email archiving: Zelo now records clearer log messages when saving sent emails, including a notice when multiple email accounts are available and a confirmation after each successful save
Improved Sales order tabs: The Revisions and Suggested Products tabs now appear in a more logical position on the sales order form. This makes it easier to find revision history and website quote suggestions without searching through unrelated sections.
Added Sent email archiving: Zelo can now store outgoing emails in the connected mailbox’s sent folder, so messages sent from the system appear alongside normal sent items. This helps keep a complete record of outbound correspondence and works when a single configured mail account is set up.
Added Unit of measure duplication: Duplicating a unit of measure now automatically appends “(copy)” to the new name. This makes it easier to distinguish copied measurement units from the original when creating alternative units for products.
Added Lead duplication naming: When you duplicate a lead in CRM, Zelo now automatically adds “(copy)” to its name unless you provide a different one, making it easier to tell the original lead from the duplicated one in lists, pipelines, and reports.
Updated Lead task creation: You can now create a project task from a CRM lead or opportunity without closing the lead. Related attachments are moved to the task, and the original lead remains available for continued follow-up.
Added Calendar synchronization: Zelo now includes support for CalDAV calendar synchronization, letting users connect Zelo calendars to external calendar services. This helps keep meetings and appointments consistent across Zelo and standard calendar apps.
Added Automatic session timeout: Administrators can now set an inactivity timeout for Zelo user sessions. When a user is idle for the configured amount of time, their session expires and they must sign in again, helping protect shared devices.
Updated Italian purchase order labels: The Locked purchase order status now displays as Non Modificabile in the Italian interface. This helps Italian users clearly understand that a locked purchase order cannot be edited without changing its status.
Updated Italian purchase translations: The purchase order status that previously appeared as “Bloccato” now displays as “Confermato” in Italian. This gives Italian users a clearer status label when reviewing purchase orders.
Updated Delivery cost on sales orders: Zelo now adds the delivery cost to a sales order only when the carriage condition indicates the customer is billed for delivery, so delivery charges no longer appear when they should not be charged to the customer.
Fixed Inventory product names: Product names entered on stock inventory lines now automatically remove line breaks, so names display consistently without unexpected formatting issues. This keeps inventory records cleaner and more readable in lists, reports, and stock counts.
Updated Product and category names: Zelo now prevents line breaks in product and category names by replacing them with spaces when records are saved, keeping lists, documents, and reports consistent
Improved Long URL support: Zelo now accepts much larger request URLs and headers, so deep links, saved filters, or reports with many parameters can open reliably without unexpected errors
Fixed Portal discussions: Posting a message in a portal discussion no longer fails when the browser does not provide the originating page information, so customers can reliably add comments and stay on the correct record
Improved Dialog windows: Dialog windows now scale proportionally to the screen instead of using fixed pixel widths. Large dialogs use 85% of available width, medium dialogs use 60%, and small dialogs use 40%, giving forms and messages more usable space on different devices.
Updated Package location: The storage location shown for an inventory package is now editable instead of locked. You can assign or correct a package’s location directly, helping keep stock records accurate when packages are moved or consolidated.
Fixed Message thread change tracking: Field change summaries in message threads no longer display empty or null values. Users now see only meaningful changes, making activity and update history easier to read.
Added Purchase order naming: You can now edit the name of a purchase order or request for quotation directly from its form, making it easier to create clearer, more descriptive references for tracking and follow-up.
Improved Product barcode labels: Product labels now print with a tighter, space-saving layout, including reduced padding and a shorter barcode image, helping more labels fit on the same sheet while remaining easy to read
Fixed Delivery action buttons: Action buttons on stock transfer forms are now arranged in a more logical sequence, including the delivery document number assignment. Users can more easily validate, print, or assign a delivery document without overlooking available options.
Updated Sales order line ordering: Sales order lines now sort by their sequence number first, then by layout category, so the line order you assign appears more predictably.
Added Email sending for completed orders: Purchase orders and sales orders can now be sent by email after they are marked as done. This lets users share or resend the finalized document without changing its status.
Fixed Purchase portal document count: The customer portal purchase count now applies both filters together, so it only counts purchase orders linked to the customer’s company and in a visible state. It no longer shows an inflated count caused by unrelated purchase orders, making the number match the documents customers can actually see.
Updated Product barcodes: Automatically generated barcodes in Zelo now always begin with 9, helping internally created product codes stay distinct from standard retail barcodes. This reduces the chance of barcode conflicts when scanning products.
Fixed Portal lot access: Portal users can now view product lots and their related attachments in inventory records, because the system now applies the correct portal permissions to lot records.
Added Portal lot access: Portal users can now view inventory lots and their linked attachments in Zelo. This gives customers read-only visibility into lot traceability details and supporting documents without needing internal user permissions.
Improved Product barcode labels: Product barcode labels now print with a cleaner layout and sharper barcode image, making them easier to scan. Labels now focus on the product name, product code, and barcode for clearer shelf and fulfillment use.
Fixed Portal invoice and sales order access: Customers logging into Zelo now see the correct invoices and sales orders associated with their account. The access check now follows the customer linked to each document instead of follower relationships, so portal users can reliably view their own records without seeing unrelated data.
Fixed Sales order notifications: Customers who follow a sales order are no longer removed automatically when the order is confirmed, so they can continue receiving order updates and notifications.
Improved Portal document access: Portal users can now open invoices, purchase orders, and sales documents tied to their company even if they are not explicitly added as followers.
Fixed Portal invitation email: The Italian welcome email sent to new portal users now shows the portal address and username more clearly. It also removes an unnecessary database reference, making the invitation message simpler and more accurate.
Fixed Italian inventory translations: Italian labels for inventory transfers now use clearer wording for reserved and processed quantities, helping Italian users understand stock movements more accurately
Fixed Purchase request email: The Italian email used to send supplier requests for quotation and order confirmations now uses more professional wording. It presents the attached document, reference details, and the sending company more clearly.
Fixed Activity feedback popup: The activity feedback popover now positions itself automatically and uses a more responsive width, making the feedback form easier to read and use.
Updated Italian recruitment labels: Job applications now display as “Candidatura” instead of “Funzionalità,” giving Italian users the correct terminology in recruitment views
Fixed Delivery note translations: Italian delivery note documents now show the correct billing address label instead of an incorrect shipping address label.
Updated Product and stock lists: Product, purchase, and inventory screens now open in list view by default, making large catalogs easier to scan. You can still switch to card or form views when needed.
Fixed Search more actions: The “Search more…” option in selection fields now returns up to 80 matching records, making searches more reliable and preventing overly large result sets.
Fixed Delivery note addresses: Fixed an issue where billing and shipping addresses could appear swapped on delivery notes. Zelo now shows the correct billing address and shipping address on the DDT report, so customers receive accurate delivery documents when the two addresses differ.
Improved Manual stock adjustment: The warehouse/location field now appears at the bottom of the quantity correction window, so users can review the product, new quantity, and lot or serial number details before selecting where the adjustment applies.
Improved Point of Sale quotation creation: The screen now temporarily locks while Zelo creates a sale order from a Point of Sale quotation, preventing accidental clicks or duplicate submissions. This makes the creation process feel more reliable and helps avoid incomplete orders.
Fixed Point of Sale quotation creation: Creating a quotation from the Point of Sale now applies product prices and clears temporary order lines in the correct order, so saved quotations are less likely to show missing or incorrect items
Fixed Quick create: An incorrect validation check was removed from the quick-create flow so optional records can be created without unexpected interruptions. Users can continue using quick-create to add optional entries more reliably.
Improved Navigation breadcrumb: The breadcrumb trail at the top of Zelo pages now has a maximum width of 80%, helping long page names and nearby controls fit more cleanly on screen
Fixed Boxed report layout: Reports that use the boxed layout now display cleaner table borders, consistent header and footer spacing, and more readable totals sections in both on-screen and printed views
Fixed Boxed layout appearance: The boxed layout now renders with clearer text, cleaner borders, and consistent table styling. This makes pages and reports look more polished and easier to read.
Improved Report readability: Reports now display text at a slightly larger 13px font size, making headers, footers, and report content clearer and easier to read
Updated Web report typography: Zelo web reports now use the Open Sans font with black 12-point text across report headers, footers, and content areas. This gives documents a cleaner, more consistent look when viewed or exported.
Fixed Point of Sale quotation creation: POS quotation creation now handles simultaneous order-line updates more safely, reducing the chance of missing or duplicated items when several actions happen at once
Improved Concurrent updates: Zelo now waits a bit longer before retrying conflicting changes. This gives the system more time to resolve temporary conflicts, helping prevent failed saves when multiple users work on the same record at the same time.
Fixed Concurrent operation reliability: Zelo now retries temporary database conflicts more patiently, reducing failed saves, updates, or reports when many users or processes work at the same time
Fixed Sale order confirmation: When the option to prevent customers from following sales orders is enabled, confirming an order no longer sends an automatic email or adds the customer to the order’s notification list.
Fixed Delivery note partner assignment: Delivery notes created from sales orders now correctly assign the order customer as the main partner and the sales order’s shipping address as the shipping partner, so the document shows the right recipient and destination.
Updated Customer follower cleanup: Zelo now enables the customer follower cleanup feature by default, so unnecessary follower entries on customer records are removed more consistently. This helps keep customer records cleaner and reduces unexpected follower-related activity or notification clutter.
Added Customer follower control: You can now prevent customers from automatically becoming followers of sales orders, keeping order notifications and updates focused on the right users.
Added Quick create for optional fields: You can now create optional related records directly from the relevant field using a streamlined quick-create flow. This reduces extra clicks when adding supporting data and helps keep data entry faster. The standard create option remains available when a full form is needed.
Fixed Delivery note report: The discount column now appears in the correct position on the DDT, after unit price and before subtotal. This makes pricing, discount, and tax details line up more clearly on the printed report.
Décembre 2018
Fixed Sales order attachments: Product lot attachments now load reliably for completed sales order shipments, even when a user’s access rights limit visibility of some underlying records
Updated Navigation bar appearance: The top navigation bar now uses a red-tinted striped background instead of black. This visual refresh makes the main navigation area easier to distinguish without changing any menu or workflow behavior.
Updated Note subscriptions: The Note message type is now subscribed to by default, so users following a record automatically see note updates in their activity feed and can adjust this in their notification preferences
Fixed Note subscription defaults: The default setting for note message subscriptions is now corrected in Zelo. Users are no longer automatically subscribed to internal note activity, so note notifications are only received when they should be.
Added Incoming email error alerts: Zelo can now notify the original sender when an incoming email cannot be processed. This helps teams quickly identify and resolve issues that prevent messages from reaching the intended records.
Added Advanced search: You can now use enhanced advanced search options in Zelo, with more flexible filters. Improved date pickers also make it easier to select dates and date ranges.
Updated Browser favicon: Zelo now displays the correct Zelo logo as the default favicon in browser tabs and bookmarks. Companies can also set a custom favicon in company settings, so each Zelo workspace is easy to recognize.
Improved Activity feed layout: The activity and message area now scrolls within its own panel and uses a slightly shorter height. Long comment histories no longer push the rest of the record page down, making it easier to review messages without scrolling the entire page.
Improved Chatter scrolling: The discussion panel now scrolls independently within a 90% viewport height, so long message histories no longer move the entire page
Fixed Screen scrolling: Zelo no longer shows a duplicate vertical scrollbar when the side menu is opened or when viewing forms with a discussion panel. The screen height is now based on the visible workspace rather than the entire browser window, making scrolling cleaner and more consistent.
Added Top navigation bar background: The top navigation bar now displays the striped background pattern. This keeps the header visually consistent with the rest of the themed interface.
Improved Upgrade logging: Error messages generated while upgrading Zelo are now written to the upgrade log, and old logs are automatically rotated and compressed. This helps administrators and support identify upgrade problems more quickly.
Improved Upgrade logging: Zelo now records upgrade activity in a dedicated log. This keeps routine system logs cleaner and helps support teams trace upgrade-related issues more quickly.
Improved Database upgrades: Upgrades now pause the Zelo service before applying changes and restart it automatically afterward, giving the system a cleaner update and clearer logs for support if an issue occurs
Updated Transfer completion date: The completion date on stock transfers can now be edited even when a transfer is completed or cancelled, allowing users to correct the date without changing the transfer status
Updated Stock transfer completion date: The completion date can now be edited while a stock transfer is still active, matching the behavior of other date fields. It becomes read-only once the transfer is marked done or canceled, helping users correct completion details before the transfer is finalized.
Fixed Marketing executive CRM dashboard: Date ranges for monthly lead, pipeline, and conversion charts are now calculated correctly, including the end of December. The dashboard now builds a reliable year-to-date period from January through the current month. Users can now see consistent monthly activity without missing months or incorrect totals.
Updated Default notifications: Important status, contract, expense, leave, recruitment, inventory, and event alerts are now enabled by default. Users receive timely updates without manually subscribing to each notification type.
Updated Default notifications: Notifications for important events in accounting, CRM, projects, purchasing, sales, and forum are now enabled by default, so users see relevant updates in the document chatter and activity feeds without manually turning each notification type on. Users can still adjust their personal notification preferences if they want fewer alerts.
Fixed Product barcode generation: New products now receive unique random barcodes automatically. If a generated barcode already exists, Zelo retries with a different code so product creation completes reliably.
Fixed Italian chart of accounts: Duplicate account entries in the Italian accounting template have been removed, so each account appears only once when selecting or reviewing accounts. This makes Italian localization setup cleaner and helps prevent choosing the wrong account.
Removed Italian chart of accounts: A duplicate liability account was removed from the default Italian accounting setup, keeping the standard account list cleaner and helping users avoid selecting a redundant account when configuring Italian accounting.
Updated Italian accounting templates: Zelo now assigns the correct account types to several liability accounts in the Italian chart of accounts template. This helps balance sheets and accounting reports classify customer deposits, advances, and other payables more accurately.
Added Credit card purchase payments: You can now record credit card purchases as vendor bills and settle them with the same payment process used for bank or cash. Zelo automatically creates the accounting entry that transfers the supplier balance to the credit card liability, preserving purchase details on the bill. This reduces manual accounting steps and makes credit card statement reconciliation more accurate.
Improved System setup: Zelo now always installs and maintains the web server used to route browser requests and long-polling connections during setup. If this step fails, installation stops immediately so the system is not left partially configured.
Improved User switcher: The quick switch-user menu now shows only internal Zelo users, so you can switch between staff accounts without portal or public accounts appearing in the list
Updated Profile setup: The profile configuration was cleaned up by removing an unused export list reference, keeping Zelo’s module setup consistent. This is an internal change with no impact on normal use.
Removed List export: The list export add-on is no longer included in the standard Zelo profile, so the export option will not be available by default in new installations. If your team needs to export list data, it can be re-enabled as a separate optional add-on.
Updated Italian Chart of Accounts: Zelo now includes a complete Italian chart of accounts with standard account groups and account types. This helps you set up Italian financial accounting more easily and keep balances organized in line with local reporting expectations.
Improved Web request handling: Zelo’s web layer now allows larger request headers and increased buffering for page transfers, helping reduce intermittent errors during large uploads, long sessions, or complex requests
Fixed Online store price display: Product pages now show the correct original price when a pricelist applies an explicit discount. Zelo compares the discounted selling price to the proper base price before applying the discount, so the displayed savings and final price are accurate for customers.
Updated Italian Chart of Accounts: The Italian chart of accounts has been reorganized around a parent-child account hierarchy. This makes it easier to group accounts, build consistent financial reports, and maintain the Italian localization setup.
Added Chart of Accounts hierarchy: You can now organize accounting accounts into parent and child groups, making it easier to group related accounts and review balances by category. This helps users drill down from summary accounts to detailed sub-accounts in accounting views and reports.
Added Inventory product views: The product list and kanban cards now display forecasted stock quantity along with incoming and outgoing movements. This helps you anticipate future availability and spot potential shortfalls without opening the full product record.
Fixed List view headers: Sticky column headers are no longer applied to lists opened in pop-up windows. This keeps dialog lists scrolling normally and makes records easier to read.
Fixed DDT report: DDTs now show the correct unit price, subtotal, tax, and discount on each line when price printing is enabled. The fix links each delivery line to its original sales order details, so printed DDTs display accurate pricing information.
Improved Sales order lines: Order lines are now locked until a customer is selected, helping prevent accidental product entries on incomplete quotes. This keeps quote data cleaner and makes the next steps clearer.
Fixed Form screen layout: Form screens and their status bar now display with more consistent spacing, and the message panel aligns better on larger screens
Fixed Point of Sale appearance: Font and color display issues in the Point of Sale and mobile POS were corrected. Product names, prices, and screen text now appear with the intended readable styling.
Improved Barcode scanning: Zelo now waits longer between scanner keystrokes before finalizing a barcode, making scans more reliable with slower or intermittent barcode scanners. This reduces missed or incomplete barcode entries in fields that accept scanner input.
Updated Geonames import: The city creation option in the import wizard now follows the selected country’s setting and is no longer editable. This ensures imported cities are created consistently with the country configuration.
Fixed Module descriptions: The descriptive details for the Branding and Product areas were corrected so their feature notes now display cleanly in Zelo’s module information
Improved Module documentation warnings: Warnings shown while preparing a module’s description now identify the affected module name. This makes it easier for administrators and support to trace documentation issues to the correct module.
Fixed GDPR access: Regular users now have read-only access to GDPR records. This prevents unexpected permission errors when viewing GDPR-related information in Zelo.
Fixed Sidebar navigation: The app sidebar and menu icons now load reliably, keeping navigation panels and application icons visible in the Zelo interface
Added Module version visibility: The module form now displays both the installed version and the latest available version, so users can quickly check whether an update is available. This makes version status more transparent when managing applications.
Removed Dynamic list display: The optional dynamic list display is no longer included in the default Zelo experience. Standard list views remain available, and any previous dynamic list settings will not be applied automatically.
Added List column selection: You can now show or hide specific columns in list views using a new Select Columns button, helping you focus on the most relevant fields for any record list.
Fixed Sticky list header scrolling: Zelo list views with sticky column headers now follow horizontal scrolling correctly, so wide tables keep the right header aligned with each column. This makes it easier to review many fields without losing track of what you are reading.
Improved Upgrade logging: Database upgrades now run with Zelo’s standard log level, providing clearer upgrade records for support and troubleshooting
Fixed Product module: Product features now load more reliably because the module’s setup information was corrected, helping Zelo install and update product-related functionality without errors.
Fixed App upgrade button: The Upgrade action on installed apps is now hidden when the app is already at the latest version. It appears only when a newer version is available, and it shows the latest and installed version numbers so users can confirm the update.
Fixed Product data: Product-related data definitions were cleaned up so product price list reports and related tools load correctly, making product information more reliable in Zelo
Added Product price list printing: You can now generate a print-ready product price list directly from Zelo. The new report shows the selected products and prices for the chosen price list, and you can also send it to customers by email.
Fixed Delivery note report: DDT reports now show the correct product names, units, completed quantities, and lot or serial numbers for each transfer line, so printed and exported delivery notes are more accurate.
Improved Search more: The “Search more…” action for related records now returns the full set of matching items instead of stopping after a limited number, making it easier to find the correct record.
Improved Report downloads: Report download failures now capture clearer diagnostic information behind the scenes. This helps the support team quickly identify issues when a report cannot be downloaded.
Updated Product price list reports: The single product price list report now uses the standard product code and shows a cleaner product name, making generated price list documents easier to read and more consistent
Added Product price list report: You can now generate a price list report for multiple products, with items grouped by product category and prices calculated using the selected price list and currency
Updated Price list report: The price list report was refined to better align with single price list usage. You can still generate the report from the product price list screen, and the printed document remains accurate.
Added Price list report: You can now generate a printable price list for selected products, showing prices from a chosen price list and organized by product category
Novembre 2018
Fixed Geonames import: You can now change the Enforce Cities option in the location import wizard, so imported cities are created as separate records only when you intend them to be. This prevents the import from always following the country default when a different city handling is needed.
Added Account tags menu: Account managers can now open the account tags form directly from the accounting menu, making it easier to create, review, and manage tags used to classify accounts and financial entries
Fixed Report preview menu entries: Duplicate menu items for internal and external report previews have been removed, so report actions now appear only once in the menu and are easier to identify.
Fixed Empty fields: Empty fields are no longer hidden in the interface. Records without pictures now show a visible placeholder, making it clearer that the field exists but has no value.
Updated Profile setup: The base profile setup no longer automatically includes the quick user-switching option. You can still enable it manually from the module list if your team needs it.
Added User account switching: You can now switch between authorized user accounts directly from Zelo without signing out and signing back in. The switch uses Zelo’s existing authentication and access controls, so users only see accounts they are allowed to use.
Improved Automated testing: Zelo test runs now show a clear success message when all checks finish, making it easier to confirm that the system has passed validation
Updated Italian accounting defaults: Zelo now applies a more complete set of default accounting accounts for Italian companies, covering customer receivables, supplier payables, income, expenses, and currency exchange, so new setups are ready for standard financial transactions.
Improved Report file names: Report PDFs now download with underscores instead of spaces in their file names. This makes reports easier to save, share, and process in automated workflows.
Fixed Kanban card menu header: The header in the options menu that appears on a Kanban card now uses the correct background color, so it matches Zelo’s theme and is easier to read
Added Product price tracking: Zelo now records updates to product and variant prices in the product activity log. This helps teams review pricing changes and understand when sale prices were modified.
Added Inventory change history: Zelo now records updates to key details on warehouse operation types and inventory transfers, such as operation type names, sequences, and default locations. This helps teams review what changed and when in the document’s activity log.
Added Partner change tracking: Zelo now records changes to key partner fields in the activity log, so you can see when contact details, city, sales assignments, or related partner settings are updated. This makes it easier to review important partner changes and keep your team aligned.
Improved Activity tracking: Field changes are now tracked by default in the record’s activity log, giving users a more complete history of updates without manually enabling tracking for each field
Added Delivery note report: The delivery note reference now appears in the header of every page, making multi-page documents easier to identify
Added Delivery note references: Delivery notes now display the related order reference and customer reference in the header, making it easier to match shipments to the correct sales order and customer-provided identifier
Updated Italian accounting setup: The Italian localization now includes an updated chart of accounts with revised account groups, account tags, and tax templates, so Italian companies can use a more complete and current structure for financial reporting.
Improved Browser diagnostics: Browser-based page checks can now save optional diagnostic screenshots, and testing environments use a larger shared-memory size by default to help identify loading issues and improve stability
Fixed French interface: French translations for core Zelo menus, settings, and system messages have been restored, so French-speaking users can use the interface in their language again.
Fixed Website quote signature: The online quote signature form now only appears when quote signing is enabled in settings. If signing is disabled, customers are taken through the normal portal confirmation flow instead of an unnecessary signature step.
Updated Translation import: Zelo now includes the restored French reference data needed to verify imported translations. This helps ensure translated labels, menus, and help texts load correctly when a language is activated.
Removed Interface translations: Built-in translations for menus, fields, forms, and system messages across all modules have been removed, so Zelo now displays the default language unless your administrator provides custom translations. This simplifies the system and allows language support to be managed separately.
Updated Website sales order attachments: Attachment processing for website sales orders now runs without unnecessary diagnostic logging, keeping system logs cleaner and making attachment behavior easier to review
Fixed Contacts menu ordering: The Contacts section now appears in the intended position in the main navigation. Its primary submenu is also ordered correctly, making contact records easier to locate.
Fixed Configuration menu order: The Website settings and GDPR data template menus now appear in the correct position under global configuration, making them easier to find when setting up your website and privacy templates.
Improved Browser automation: Automated browser checks now wait for pages to be fully ready before proceeding, verifying page load status, visible loading indicators, and active browser requests. This makes browser-based workflows more stable and less likely to fail while a page is still loading.
Fixed Warehouse duplication: Duplicating a warehouse now suggests the correct next letter in its three-letter code, so copies receive a valid sequential code instead of an incorrect one
Fixed Warehouse duplication: Copying a warehouse now saves the new warehouse with a distinct name and automatically generates a unique warehouse code. This prevents duplicated warehouse records from conflicting or overwriting existing stock settings.
Added Account notes: The Notes field is now shown on account forms, letting you view and update notes for each account directly in the form
Added Web auto refresh: Zelo can now automatically refresh open views when related records are created, edited, or removed, so users see the latest information without manually reloading the page. Administrators can enable this behavior for selected screens, which helps teams working on the same operational data stay current in real time.
Added Italian account tags: The Italian accounting setup now includes predefined tags for chart of accounts categories, making it easier to group, filter, and report on accounts in financial statements.
Updated Main menu sorting: Zelo’s main menu now lists items alphabetically by menu name while still respecting custom sequence settings, giving users a more predictable and easier-to-scan navigation layout
Added Italian account groups: Zelo now includes predefined account groups for the Italian chart of accounts, giving finance teams a clearer structure for organizing balances. These groups cover common categories such as intangible assets, property, inventory, credits, and valuation funds, making account selection and reporting more consistent.
Improved Form title layout: Record titles in form views now maintain a comfortable minimum width, preventing the header from becoming too narrow on smaller screens
Fixed Form view layout: Record titles and quick action buttons on form screens now display with better proportions and alignment, making headers easier to read and preventing cramped or misplaced elements
Improved Form view layout: The button box at the top of form views now adapts to its content instead of using a fixed width, making forms look more balanced on different screen sizes
Improved Grouped form fields: Grouped fields in form views now use a slightly narrower width, giving records more breathing room and making dense forms easier to read
Compatibility Browser compatibility: The Zelo interface now displays form buttons, record titles, and follow controls correctly in non-Firefox browsers. This fixes a layout issue where these elements could appear misaligned on the screen.
Fixed Delivery note fields: The Description of Goods, Reason for Transportation, and Carriage Conditions fields are now editable while a delivery is in the Confirmed state. They remain read-only when the delivery is Done or Cancelled, preventing changes to completed transportation records.
Fixed Kanban column title alignment: Collapsed kanban columns now display their titles with the correct positioning. This keeps board headers aligned and easier to read.
Fixed Sales order total alignment: The subtotal, tax, and total labels now align consistently on sales order forms, making document totals easier to read
Fixed Radio button alignment: Radio button options in form views now align consistently with proper spacing between labels and choices, making them easier to read and select
Updated Italian accounting labels: The Italian translation for the Group label in accounting lists and filters now reads correctly, making it easier to locate grouping options while reviewing account templates and financial reports
Added Task material tracking: You can now record and monitor stock materials used on project tasks. Zelo links the materials consumed by each task to inventory, giving teams clear visibility into what was used and how it affects stock levels.
Added Sticky list headers: The standard list view now supports a sticky header, so column titles remain visible while you scroll through long records. This makes large lists easier to read and compare.
Fixed Delivery note report: The DDT report now shows the correct unit of measure for each delivery line and right-aligns it with the quantity, making the printed or exported document easier to read
Added Sticky list headers: Column headers in Zelo list views now stay visible while scrolling through long records, making it easier to identify fields while reviewing large tables
Added Delivery note report: The printed delivery note now includes a unit-of-measure column for each line item, so quantities can be read in the correct packaging units. This helps users verify shipped amounts at a glance without opening the delivery note details.
Fixed DDT reference names: DDT names and original references are no longer translated. This keeps the exact entered text consistent across all language settings.
Updated Italian delivery note labels: Italian delivery note terms are now aligned with local shipping terminology. Carriage-condition labels now use standard Italian DDT wording, so delivery notes and related shipping options are clearer for Italian users.
Added Delivery note access: Inventory users can now open and manage the delivery note details they need, including goods descriptions, transportation reasons, delivery types, and carriers.
Updated Image display: Images in form views now appear without drop shadows and use a slightly smaller size, giving a cleaner and more consistent look
Improved Medium image previews: Zelo now generates medium-sized images at 256x256 by default instead of 128x128, so product, partner, and attachment thumbnails appear sharper on screens without needing to open the full-size file
Fixed Avatar display: User and company avatars now render at the correct size in form views, keeping titles and action buttons neatly aligned.
Added Text area resizing: You can now resize multi-line text fields in both directions, making it easier to read or enter longer notes across Zelo forms
Fixed Mobile dropdown layout: Dropdown menus no longer force the interface into an enlarged layout on mobile devices, so links and options open at the expected size and remain easier to read and tap.
Added Product barcodes: You can now generate and print barcodes for products directly in Zelo, making item scanning, stock checks, and point-of-sale workflows faster and less error-prone
Improved Project task calendar: The task calendar now displays each task from its start date to its end date in week view. This makes it easier to see how long tasks are planned to take and when they overlap in the schedule.
Fixed Backend page alignment: Tabs and quick action buttons now line up more consistently, giving menus and form headers a cleaner, more predictable layout in Zelo.
Fixed Form field alignment: Fields in grouped form sections now line up more consistently with the surrounding labels and controls. This makes forms look cleaner and helps users read and complete data more comfortably.
Improved Upgrade restarts: The upgrade process now restarts the Zelo service in a cleaner sequence, reducing unnecessary restarts and helping updates finish more smoothly
Updated Installation setup: Zelo now prepares automatic service monitoring to start at system boot without launching it immediately, helping avoid unexpected service changes during updates.
Updated Upgrade testing: Automated upgrade checks now target the latest Zelo release, helping ensure updates apply smoothly and keep core ERP workflows working.
Added Italian split payment: Zelo now supports Italy’s split payment rule for invoices. You can configure the applicable tax and invoice settings so the amount paid by the customer and the portion collected for the state are separated and reported accurately.
Updated Automated quality checks: Background testing is temporarily limited to release builds. This keeps Zelo update pipelines stable while testing resources are optimized.
Fixed Page scrolling: Zelo now centers the needed field or button on the visible page before performing browser-based actions. This makes dropdown selections, clicks, and file uploads more reliable when the item is not initially in view.
Fixed Dropdown and checkbox selections: Zelo now scrolls dropdowns and checkboxes into the visible area before selecting them, so form fields that are off-screen are updated consistently.
Improved Automated browser interactions: Clicks and other browser actions now wait for the page, pending requests, and loading indicators to finish before proceeding, making automated tasks more reliable on slower screens.
Updated Browser interactions: We added a reference to a known browser issue that can affect clicking. This helps keep automated browser actions in Zelo stable and easier to maintain.
Fixed Browser clicks: In-browser actions now move to the target element before clicking. This makes buttons and links easier to select when the page layout shifts or items are partially hidden.
Fixed Data entry: Fields that submit after typing now behave more consistently, and screenshots no longer interfere with dropdown or popup menus
Improved Browser-based automation: Automated browser workflows now allow a short extra pause after a page is detected as loaded, which helps prevent premature actions and makes report generation, exports, and web-based integrations more reliable.
Improved Loading indicator: The loading indicator now disappears immediately when a screen finishes loading instead of slowly fading out, making the interface feel more responsive. It also shows how many operations are still in progress while you wait.
Improved Browser-based actions: Automated browser interactions now use a taller window, shorter pauses, and more precise retry logic when a temporary page issue occurs, so clicks and text entry work more reliably.
Fixed Browser data entry: Zelo now captures the field state before entering text, reducing interference from browser suggestions and autocomplete so typed values are recorded more reliably
Fixed Timeline view icon: The Timeline view now displays the correct clock icon in the view switcher, making it easier to recognize and open timeline-based records.
Improved Tabs appearance: Navigation tabs now have a cleaner border and clearer active-state styling, making it easier to see which section is selected while working with records in Zelo
Compatibility Browser automation: Automated browser actions now skip unsupported browser log checks, preventing unnecessary errors when Zelo works with the latest browser drivers
Updated Browser automation: Zelo’s automated browser support now uses current Firefox automation components. This helps automated browser checks and related utilities stay reliable on supported browser environments.
Fixed Product kanban card alignment: The price label on product cards now lines up correctly with the surrounding fields. Product lists in the kanban view look more consistent and are easier to scan.
Added Sales list view: The sales orders list now includes a tax-excluded total column. This shows the order amount before taxes and provides a grand total for easier comparison with the tax-included total.
Fixed Scheduled background jobs: Zelo now runs automatic scheduled jobs with a single worker by default. This reduces the chance of temporary database lock conflicts and helps recurring tasks complete more reliably.
Updated Development database: New development setups now use PostgreSQL 11 by default, with refreshed configuration and stronger password handling. This gives teams a more current database foundation for testing Zelo modules, with better security options and smoother compatibility.
Fixed Sale order reports: Payment terms now appear only once on sale order reports, giving customers a cleaner and more accurate payment summary
Updated Italian accounting translations: Italian labels in Zelo’s Accounting area have been refined so financial statement items such as current assets, equity, income, prepayments, and net profit display consistently with a “+” indicator. This makes the Italian interface clearer for finance users reviewing account reports.
Fixed Website sales attachments: The web sales attachments feature now includes the required stock-related website sales component. This ensures attachments on online orders and related records load reliably when inventory tracking is enabled.
Fixed Automated test setup: Test runs now use the correct temporary database name, and browser-based checks no longer fail because of an incorrect default test database.
Fixed Report PDF download: PDF report attachments now download reliably from their preview, so users can save or share the file without it failing or opening unexpectedly
Updated Smiley icon: The smiley icon used in live chat and message composition has been refreshed to the current icon style, keeping chat and messaging screens visually consistent with the rest of Zelo
Improved Form layout: The side chatter is now narrower on record forms, giving the main content more horizontal space. Notes, messages, and activity tracking remain visible in the right-hand panel.
Updated Refresh icon: The refresh/redo action icon now uses a clearer redo arrow across sign-up, payment, inventory, and planning screens, making the action easier to recognize without changing how it works
Updated Company icon: The building icon used to mark company-specific settings now displays with a refreshed appearance across settings pages, dashboards, and reports, keeping the interface visually consistent and easy to recognize
Updated Interface icons: The vertical arrow icons used on manufacturing, work order, inventory, and point of sale screens now use the current icon style, so movement and scrap buttons display consistently across Zelo.
Improved Responsive navigation: The application drawer close button is now always visible, making it easier to close the navigation panel on any screen size
Fixed List view controls: The pagination and action buttons on list views are now aligned correctly, giving a cleaner and more consistent interface. On mobile, menu items also display with improved contrast and left alignment for easier reading.
Improved Side navigation: Opening the side menu is now slightly faster because Zelo no longer loads an extra background image each time the menu is opened
Fixed Sidebar navigation: The application sidebar now toggles and behaves more predictably, using a consistent width that keeps the main content area properly aligned. Menus and page content no longer shift or overlap when the sidebar is opened or closed on different screen sizes.
Fixed Responsive form display: Record forms now render properly on phones and tablets when the screen is narrow. The side navigation is hidden and the main content expands to full width, keeping fields and labels aligned and easier to read.
Fixed Page layout widths: The main content area now adapts correctly to the sidebar, preventing overflow or uneven spacing on different screen sizes. Users can view forms, lists, and dashboards with a more consistent and readable layout.
Updated Italian asset terminology: Italian labels in asset and accounting areas now use clearer “Cespiti” wording instead of “Immobilizzazioni”, so menus, lists, filters, and forms show consistent terminology. This makes asset records, categories, locations, and related accounting screens easier to read for Italian users.
Updated Search filters: Zelo now combines multiple selected filters with “and” by default, so search results must match all chosen criteria. Hold Shift and select a filter to use the previous “or” behavior.
Updated Italian forum translations: The Italian wording for the public forum has been updated, including the email verification message. Italian users will now see clearer instructions when confirming their email address before joining forum discussions.
Updated Italian translations: Italian users now see more complete translations across product, expense, and holiday screens. This makes Italian-language workspaces easier to read and reduces untranslated labels in everyday Zelo workflows.
Fixed Automated quality checks: Zelo’s built-in automated checks for appointments, contacts, email, and general settings now run more reliably after updates. This helps catch problems earlier and keeps everyday workflows, such as scheduling events and managing contacts, working as expected.
Fixed Marketing executive dashboard access: Sales team members now have the default read permission needed to open the CRM marketing dashboard, so dashboard views load correctly for users who previously lacked access.
Fixed Automated testing: The test runner now correctly identifies active modules without scanning nested folders, making pre-release validation more accurate and stable
Updated Interface highlight colors: Zelo now uses a refreshed blue highlight for selected and hovered elements, making active fields and chat actions easier to identify
Fixed Website comparison icon: The compare icon on the Zelo website now appears correctly when customers view products. This helps visitors easily identify the product comparison feature and use it without confusion.
Fixed Social sharing icons: The Twitter share icon now displays correctly on website pages, event pages, and other public Zelo pages. This keeps social sharing buttons consistent with the other social icons for customers browsing your pages.
Fixed Interface icons: Dashboard chart icons, website timeline icons, and calendar color styling now display as intended, improving visual consistency across dashboards, web pages, and calendar views
Fixed Chart icons: Icons that represent charts now display properly in Zelo menus and views. This fixes missing or incorrect chart symbols so dashboards and related screens look consistent.
Updated Optional features: Some dropshipping and online store capabilities are no longer included by default in the base setup. Customers can now activate them from Zelo configuration when they need them.
Updated Product margin default: Product margin tracking is no longer enabled by default in Zelo. You can still activate it later from configuration if you want to see cost and margin details on sales.
Fixed Interface icons and styling: Icons and visual accents in lists, pivots, search filters, calendars, and the content editor now display correctly with the updated icon font. Arrows, status marks, and decorative elements appear consistently across the UI.
Fixed Mass mailing icons: Icons in mass mailing emails now display correctly. The editor now uses the correct icon font file when converting symbols to images, improving compatibility with email clients that do not support custom fonts.
Improved Database maintenance: Database updates and upgrades can now be applied while Zelo remains online, using a separate update process. This reduces downtime for users and administrators during maintenance.
Fixed Database manager logo: The logo now displays correctly in the database manager view, replacing a missing or broken image so the administration screen looks consistent and professional
Updated Core module organization: The foundational Zelo module has been moved into the main application area so core platform features load from the expected location. This improves consistency and reliability for the core building blocks used by other Zelo capabilities.
Updated Module icons: Zelo module icons now use proper PNG images, so they display correctly in the app list and module descriptions. This makes it easier to identify and navigate between modules.
Updated Module organization: Zelo now uses a single consolidated area for all enabled modules. This makes module loading and future updates more consistent, helping features work more reliably across the system.
Updated Database name filtering: Zelo now uses a dash to separate the host portion in database names when filtering available databases. This makes it easier to identify and select the correct database in multi-database setups.
Improved Page delivery: Zelo now refreshes cached web page responses more frequently. Recent changes appear to users sooner instead of being delayed by the previous ten-second cache window.
Fixed Settings dashboard layout: The settings dashboard now uses the correct panel width, so it no longer stretches across the full screen. This makes the dashboard easier to read and keeps controls properly aligned.
Updated User guides: The documentation now uses the current menu names and links, including appointments and the contact directory. This ensures the guides match the screens users see in Zelo and makes navigation examples easier to follow.
Removed Settings dashboard: The apps and planner panels are no longer displayed in the settings dashboard, so users now see only invitations, sharing, translations, and company information.
Added Database duplication: You can now create a full copy of an existing Zelo database for testing, training, or backup purposes. If the destination database name is already in use, the duplicate is skipped and a clear message is shown.
Added Database cleanup: Administrators can now delete a selected Zelo database from the database configuration utility. This makes it easier to remove test or unused environments using the administrator password, without needing direct access to the database server.
Updated Browser automation: The built-in Firefox browser used for automated setup tasks is now a newer supported release, so browser-based jobs and integrations should run more reliably.
Fixed Synchronization menus: The Synchronization configuration menu now displays its Actions and History sections correctly, and the Synchronize objects action loads in the right place so users can start object synchronizations without missing menu entries.
Fixed Base profile installation: The base profile now correctly references the sales attachment settings feature, so profile setup and updates complete without missing-component errors
Updated Module loading configuration: Outdated references to temporarily disabled module sources were removed from the system setup. This keeps the active module list cleaner and helps Zelo load the intended modules more consistently during updates and maintenance.
Added Italian localization: Zelo now includes the latest Italian localization capabilities in the standard Italian profile. You can use payment reasons, public administration reference codes, and withholding tax payment reasons to complete invoices, payments, and tax documents with the correct Italian fiscal details.
Added Italian localization: Zelo now includes Italian-specific accounting capabilities for payment reasons, public administration partner identifiers, and tax withholding payment reasons, making Italian invoices and records easier to manage.
Updated Calendar menu label: The Italian menu label for the Calendar application now displays as “Appuntamenti” instead of “Riunioni ed Eventi.” This makes the main menu entry clearer for Italian users when accessing schedules, events, and appointments.
Added Website theme: Zelo now includes a new frontend theme that gives public-facing pages a branded look with Zelo colors, navigation styling, and consistent form accents. You can install the theme to make customer-facing pages match your company’s visual identity.
Updated Synchronization menu: The synchronization option is now placed in a clearer location, making it easier to find. Italian users also see translated labels for the synchronization screens.
Updated Background theme: The subtle diagonal background pattern now slants upward instead of downward in the main workspace and side navigation, giving the interface a cleaner, more positive visual accent.
Added Website sales order attachments: Website sales orders now support transitive attachments, so documents linked to a sale are carried along with related records and remain available in website workflows.
Added Portal sales order attachments: Customers can now view and download documents attached to their sales orders from the Zelo website portal. The portal page now lists relevant files connected to the order, including documents linked through related sales documents, so customers can access supporting files in one place.
Updated Upgrade validation: The upgrade check now follows the latest development build, helping catch update-related issues before they reach your Zelo environment
Fixed Simplex theme styling: The active link appearance in the Simplex theme now renders correctly, so selected menu items show the expected accent border and text color.
Fixed Button and icon styling: Buttons and icons now use a consistent, heavier font weight so they display clearly across browsers. This helps prevent icons from appearing too light or invisible, especially in Firefox.
Updated Arrow icons: Zelo now uses the current arrow icon across dashboards, inventory lot records, website snippets, and localized website content, keeping direction, sorting, and expand/collapse indicators visually consistent and easy to recognize
Updated Icon set updates: The icon set used for social media and save/file actions has been refreshed. Professional report templates and dashboard views now display updated Twitter, Facebook, and floppy-disk style icons consistently.
Updated Italian payment terms: Payment term names and notes for Italian invoicing now use clearer full wording, while the standard terms are now preserved during system data updates to avoid unexpected changes.
Updated Italian payment terms: Zelo now includes an expanded set of Italian payment terms for invoices and vendor bills. You can select standard due-date options, installment splits, and common Italian payment labels, making local invoicing and payment scheduling more accurate.
Updated Record references: Zelo now uses one consistent method for locating records by external identifier, making cross-module lookups and integrations more reliable. Users can expect fewer surprises when records are referenced from reports, workflows, or connected systems.
Fixed Commission recalculation button: The button to recalculate commission agents on sales order lines now appears in the correct position on draft sales orders, making it easier to find and use.
Fixed Search zoom icons: The plus and minus icons used for zooming now display correctly after restoring the original icon styles. This ensures search and zoom controls look consistent across Zelo screens.
Updated Icon display: Action buttons that open related records now use the standard plus and minus symbols. This makes controls in accounting reports and list views easier to recognize and consistent across Zelo.
Fixed Chatter message indicators: The read and to-read icons in message threads now display with the correct style and color. This makes it easier to tell which messages have been read and which still need attention.
Fixed Starred channel icon: The Starred channel in the chat sidebar now displays a clear bookmark icon, making starred conversations easier to recognize and access
Fixed Priority star rating: The priority star control now displays the correct filled and empty stars and highlights the selected priority consistently, making priority levels easier to read and set.
Fixed App drawer icon: The app drawer launcher icon now displays correctly in the responsive top bar, making it easier to open the app menu on smaller screens
Updated Interface icons: The icons used across Zelo’s web interface have been refreshed to the latest version. Menus, buttons, forms, and reports now display consistent, up-to-date icons for a cleaner and more polished user experience.
Updated Interface icons: A number of icons used in dashboards, document templates, and list views have been replaced with updated versions. This makes documents such as invoices, delivery notes, and purchase orders show a more consistent and modern icon set on screen and in printed output. No action is needed; the updated icons will appear automatically.
Updated Automated testing: Unstable quality checks are temporarily disabled so the remaining automated tests can run reliably while the issues are being addressed
Added Italian localization: Zelo now supports Italy-specific accounting out of the box. It includes the Italian chart of accounts, VAT tax groups and rates, fiscal positions, and standard payment terms for Italian customers and suppliers.
Fixed Status marker icons: The small marker icon used for status points now appears as a simple dot instead of an incorrect symbol, making dashboards, document templates, and message views easier to read
Updated Automated testing: A temporarily broken automated contact test was disabled so quality checks can continue running without false failures while the underlying issue is investigated
Fixed App drawer icon: The header icon for opening the app drawer now displays correctly with proper styling. You can now open the app menu reliably without seeing a missing or incorrectly styled icon.
Fixed Login and check-in icons: The sign-in and sign-out icons now display correctly across Zelo, including attendance, dashboard, and point-of-sale screens. Users can now clearly see whether they are checking in or checking out without missing or incorrect icons.
Fixed Interface colors: Zelo now displays the correct colors for list view headers, footers, and buttons on desktop and responsive screens, making records easier to read and interact with
Updated Automated quality checks: A temporary adjustment keeps Zelo’s automated checks running smoothly while one routine check is repaired, reducing the chance of maintenance-related interruptions.
Removed Restricted administration rights: Zelo no longer includes the optional restriction that stopped administrators from assigning access rights beyond their existing permissions. This removes an unused access-control option and keeps security settings focused on standard user and group management.
Updated Notes: We temporarily paused a few unstable automated checks for note-related actions. This keeps quote emails, activity scheduling, column moves, and completion flags in Notes available while we investigate.
Fixed Email delivery logging: Removed an unnecessary debug message that could have recorded full email contents in system logs. This keeps logs cleaner and helps protect the privacy of sent messages.
Updated Document printing: Automated document printing checks are temporarily paused while we review the related workflow; your ability to create, preview, and print documents in Zelo is unchanged
Fixed Icon display: Icons now render correctly across dashboards, document templates, and app views. The fix updates icon styles and compatibility mappings, so buttons, menus, and document layouts show the expected symbols in all supported languages and themes.
Fixed Icon display: The original icon styling has been restored, so standard symbols used across Zelo now render with their intended shapes, sizes, and alignment. This makes menus, buttons, status markers, and rating indicators look consistent and recognizable again.
Fixed Check icon display: Check mark icons now render correctly across Zelo screens, including dashboards, invoice details, and app previews, so status indicators are clear and consistent.
Updated Interface icons: Close and cancel actions now consistently show the same circled cross icon across Zelo, making the interface more uniform and easier to recognize
Fixed Online quote templates: The default quote and confirmation email templates were restored after being accidentally disabled. Customers can now receive order confirmation emails and access their online quotes again.
Fixed Sale order email: Italian automatic emails for quotations and sale orders now display corrected wording and formatting, so customers receive clearer messages when viewing, accepting, or paying for a document online.
Removed Automatic subscription control: The option to turn off automatic subscriptions has been removed because it could stop portal users and document recipients from receiving important updates. Zelo now keeps subscriptions active so notifications, portal messages, and document-related alerts are delivered consistently.
Updated Website quotation templates: The sample default quotation template is no longer enabled for online quotes. This removes the preloaded template content from new public quotation pages, while you can still create and activate your own customized templates from Sales configuration.
Updated Italian translations: Some Italian labels and online store messages now use clearer wording, so users working in Italian will see more accurate status text and easier-to-understand shipping information.
Updated Italian localization: The Product Categories option in Sales settings now appears in Italian. Italian-speaking users can more easily recognize the menu and access product category configuration for sales.
Updated Channel settings: The Integrations tab is no longer displayed in channel settings, making the configuration view cleaner and easier to navigate. Existing channel options and settings continue to work as before.
Updated Sale order sections: The setting description now warns that sorting products into sections with subtotals and page breaks is not compatible with invoice grouping by transportation documents. This helps you avoid unexpected invoice layout issues when both options are enabled.
Fixed Icon display: Icons now appear reliably in toolbars and views because Zelo switched away from an incompatible icon rendering method and ensured buttons have enough text weight to show their icons
Removed Asset management: The asset management features and related asset integrations have been removed from Zelo. Fixed-asset records, depreciation schedules, and asset-linked purchasing, sales, inventory, manufacturing, and accounting workflows are no longer available. Equipment upkeep and maintenance requests are now handled through the maintenance features instead.
Fixed Modal close icon: The close button on modal windows and responsive side drawers now displays the correct close symbol. This makes it easier to identify how to dismiss popups and keeps the interface visually consistent.
Fixed Form page margins: Form pages now use corrected spacing around titles, action buttons, and content areas. This removes cramped or uneven gaps and helps records display more cleanly in Zelo.
Improved Web client field loading: Zelo’s main web client no longer loads an outdated field helper, so standard forms and views use the current field-handling system consistently. This reduces unnecessary code and helps keep field behavior reliable throughout Zelo.
Updated Loading indicator: The progress bar shown while Zelo loads data is now slimmer and positioned slightly lower on the screen. This subtle visual update keeps the interface cleaner while waiting for pages to load.
Updated PDF generation: Zelo now uses an updated PDF rendering engine for creating invoices, quotes, statements, and other printable documents. This makes PDF exports more consistent and reliable across Zelo environments.
Fixed Image icon display: Image-related icons now appear correctly across dashboards, website templates, and feature grids, so visual elements are no longer missing or showing outdated icons.
Fixed Icon display: Icon styles now load from the correct stylesheet in database management, report templates, and other Zelo screens. This ensures interface icons appear consistently and visually across the system.
Fixed Accounting settings page: The accounting settings page now displays its sections correctly, allowing users to review and update payment and fiscal period configuration without missing layout elements
Fixed Inventory settings display: The Inventory settings section now appears correctly in the Stock settings page, allowing users to view and configure inventory operations options as expected
Removed Maintenance features: The maintenance and employee maintenance applications are no longer included in the base Zelo profile. Their menus, request forms, and maintenance tracking screens are no longer available by default, so teams should use the remaining asset, service, or HR workflows for similar tasks.
Updated Legacy API support: Zelo’s internal compatibility layer now relies on the current API style. This reduces hidden fallback behavior and helps custom integrations behave more predictably.
Updated Product branding: Zelo now identifies itself consistently as Zelo in server metadata and service registration. This makes the product name, website, and support details clearer in system information and administration views.
Updated Loading indicator: The loading bar now appears slightly smaller and lower on the screen, giving a cleaner look while pages are loading in Zelo
Improved Loading indicator: Zelo now displays a larger animated loading bar across the bottom of the screen, giving users a clearer visual cue while records, reports, or actions are being processed.
Fixed Delete icon: The trash icon for delete actions now renders correctly across Zelo screens after an icon compatibility update. This makes delete options easier to recognize in lists, forms, and website pages.
Added Test installation background: You can now enable an optional Zelo theme that clearly marks test environments. It applies a distinctive striped background to the main application area, helping users avoid confusing test data with production records.
Fixed Icon display: Interface icons now load and render consistently across forms, dashboards, and printable documents, so buttons, status markers, and template graphics appear as intended. This resolves missing or incorrectly styled icons on records such as invoices, orders, delivery notes, and related views.
Updated Settings visibility: Zelo now hides advanced enterprise configuration options from settings pages across the system, so users see a cleaner setup area with fewer unrelated options. This applies to settings screens in multiple apps and reduces the chance of changing unsupported configuration.
Removed Website email update check: Zelo no longer performs an unnecessary background update check tied to website email settings. This helps reduce unexpected update-related messages and makes website email features behave more reliably.
Removed Update check: Zelo no longer runs a legacy update-notification check in the mail module, while email, chat, and notification features continue to work normally
Added Italian translations: Additional Italian translations are now available for fiscal year settings, asset management, sales commissions, CRM lead capture, and report preview, so Italian-speaking users can work in these Zelo areas with familiar labels, field names, and help text.
Fixed Messaging initialization: Zelo now loads messaging and collaboration features more reliably after removing a legacy update check that was no longer needed. This helps prevent setup issues when the system starts up.
Removed Update notifications: Zelo no longer runs the scheduled background check for new system versions, so administrators will not receive automatic update alerts and upgrades are now handled through your normal release process.
Updated Add-on packaging: Zelo now keeps all add-on components directly in the main package instead of referencing separate linked components. This simplifies installation and updates by reducing dependency on external component links and helping keep the add-on set consistent.
Updated Platform updates: Zelo now incorporates the latest underlying platform changes, keeping core ERP functionality aligned with current requirements and helping maintain overall system stability
Fixed Data privacy portal: The GDPR portal pages now load reliably after a misspelled page reference was corrected. Customers and users can now open privacy-related portal pages, view data requests, and manage their personal information without encountering missing page errors.
Updated Interface icons: Zelo now uses the latest Font Awesome icon set, so dashboard, message, and e-commerce pages display consistent, up-to-date icons.
Updated Interface icons: Zelo now uses a refreshed icon set across dashboards, invoices, and web views. This keeps status symbols and action icons consistent and readable in all supported languages.
Removed Sale order price recalculation: Zelo no longer includes the separate price recalculation process for sales orders. Existing sales orders will continue to use the prices already saved, and any pricing changes should be managed through the standard sale order and pricing settings. This keeps the sales workflow simpler and reduces unexpected price changes during order editing.
Fixed App drawer button: The app drawer button now displays with the correct background and icon color, making it easier to locate and open the application list
Updated Italian price recalculation button: In Zelo, the Italian sales order form now shows the price recalculation button as “Ricalcola Listino.” This helps Italian users quickly recognize the action that refreshes sale order prices from the configured price list.
Improved Sale order layout: The spacing around subtotal separators on sales forms is now more consistent, making totals and order details easier to read
Fixed Branding configuration: Branding options, including the system name, documentation links, support details, and account page settings, now load and save correctly from the settings page
Updated Navy theme: The Zelo interface now uses a navy-based color palette, with default buttons given a clearer background and form fields displayed with improved contrast for easier reading.
Updated Core platform: The main Zelo platform has been refreshed to the latest core build, ensuring modules run on the newest stable foundation and inherit recent performance and reliability improvements.
Updated Future Lens: The Future Lens module has been updated to the latest supported version, bringing recent fixes and performance improvements to its reporting and insight features
Updated Integration support: The Sythiltech integration has been refreshed to a newer supported revision, helping maintain stable communication between Zelo and the connected system while improving long-term compatibility.
Updated Contributions add-on: The contributions add-on has been updated to the latest supported revision, bringing recent compatibility fixes and improved reliability for features that depend on it. This helps keep Zelo stable when working with contributed integrations and related workflows.
Updated PPTS integration: The PPTS add-on has been refreshed to a newer version, bringing the latest improvements and compatibility fixes to Zelo.
Updated Point of Sale: The Point of Sale add-on bundle has been refreshed to the latest release, so recent POS improvements and fixes are now available in Zelo.
Updated Web interface: The browser-based user interface has been refreshed with the latest upstream release, improving page rendering, form interactions, and menu behavior. This keeps everyday Zelo screens more responsive and consistent while preserving familiar workflows for customers.
Updated Inventory and logistics workflows: The inventory logistics workflow components were refreshed to keep stock transfers, picking, packing, and delivery operations aligned with the latest supported behavior. This helps warehouse and logistics teams continue using existing flows with improved consistency.
Updated Server authentication: Zelo now includes an updated authentication component used for secure login and API access, helping keep user sign-ins and integration connections more reliable.
Updated Server utilities: Zelo’s background server tools have been refreshed to the latest stable release. This helps keep administrative actions stable and ensures smoother compatibility across the platform.
Updated Sales workflow: The sales order workflow has been refreshed to the latest stable version, helping quotes, orders, and related sales documents move more smoothly through approval, confirmation, and fulfillment. The update ensures sales teams use consistent workflow rules, making it easier to track progress from quote to invoice in Zelo.
Updated Italy localization: The Italian localization package has been refreshed to the latest supported version. This keeps Italy-specific tax, invoicing, and regulatory features current and improves overall compatibility within Zelo.
Updated Bank payments: The bank payment feature has been refreshed to the latest version, helping payment creation, approval, and bank statement matching work more smoothly across Zelo.
Updated Account reconciliation: The account reconciliation tools have been refreshed with the latest version, helping keep payment matching and journal entry reconciliation more consistent. Users can continue matching incoming and outgoing payments with smoother, more reliable behavior.
Updated Invoicing: The invoicing area has been refreshed with the latest upstream enhancements, helping keep billing workflows aligned with current accounting practices and ensuring invoice-related features remain accurate and reliable.
Updated Accounting financial tools: Zelo’s accounting and financial reporting features have been refreshed with the latest upstream enhancements, helping account teams keep financial statements, tax reporting, and reconciliation workflows more current and reliable.
Updated Financial reporting: The financial reporting tools have been refreshed to the latest supported version. This keeps accounting reports such as balance sheets and profit and loss statements aligned with current Zelo behavior and improves overall stability.
Updated Analytic accounting: Zelo’s analytic accounting support has been refreshed to align with the latest upstream release. This helps you track expenses and revenue by project, department, or other analytic dimensions with improved stability.
Updated Miscellaneous features: Miscellaneous features were updated to the latest supported version. This refresh helps keep related optional tools stable and consistent across Zelo.
Updated Integration components: The supporting integration components were refreshed to a newer revision, ensuring continued compatibility and more reliable data exchange. This maintenance update requires no action from users.
Updated Deltatech add-on update: The Deltatech add-on has been refreshed to the latest available version. This keeps related integration workflows aligned with current Zelo capabilities and improves overall stability.
Updated Access management: The underlying access-control components were refreshed so user permissions and module access stay consistent. This helps prevent unexpected access issues when users open shared areas of Zelo.
Fixed US English flag: The United States English flag now appears correctly in language selectors. Users can choose or display their preferred language with a complete set of flag icons.
Improved Live updates: Real-time notifications and data refreshes now appear more promptly because the web server no longer buffers long-running update connections, reducing delay in the Zelo web interface
Fixed Web interface stability: Zelo now handles web requests more reliably by buffering responses briefly and improving real-time update connections, so pages load more consistently and live notifications work better during busy periods.
Fixed Interface styling: Zelo’s custom fonts, app menu, user menu, and report preview now load in the correct order, helping screens and printable reports appear consistently styled.
Octobre 2018
Fixed Database setup: Database configuration now correctly applies the translation overwrite option, so language updates no longer fail during setup. Zelo can refresh translated interface text more reliably without manual intervention.
Improved Database creation: New Zelo databases now load available language translations only once during setup instead of repeating the process, making database initialization more efficient and helping multilingual labels appear consistently.
Improved Responsive navigation: The submenu footer is now hidden in the responsive view. This gives more room for menu items and a cleaner layout on smaller screens
Updated Country flags: Country flag icons in Zelo have been refreshed with a more complete set of country images, so records and lists that display countries now show the correct flag more consistently.
Fixed Base profile setup: The base profile module no longer depends on an unrelated customization add-on during installation or upgrades. This makes Zelo install and update more reliably without pulling in extra components that are not required.
Added Zelo branding: Zelo now includes a dedicated branding module that centralizes company presentation, settings, and visual theme updates. Users also see country flags next to language options in the user menu, making it easier to choose the correct language.
Removed Website script loading: Zelo no longer includes the optional website feature that deferred loading of JavaScript below the visible page area. Website pages now use standard script loading, which simplifies maintenance and reduces the chance of delayed page elements behaving unexpectedly.
Fixed App cards: The upgrade and install buttons on app cards now display in the correct position, giving the app view a cleaner and more consistent layout
Improved Product names: Product and category names can now be longer, removing the previous length limit for product titles. Inventory records also show the full product name instead of a shortened value.
Added Asset and marketing capabilities: Zelo now includes asset history and manufacturing-linked asset tracking, letting teams follow asset records over time and connect them to production workflows. It also adds a marketing executive CRM dashboard for a clearer view of sales and marketing performance.
Updated Core setup: Zelo now uses a unified app customization setup instead of separate branding and access-control pieces. This keeps app menus, restricted areas, and interface branding working consistently.
Added Asset management and row numbers: Zelo now includes asset management capabilities that help track assets and link them to accounting, purchasing, sales, and stock processes. List views also show row numbers, making records easier to reference when reviewing, discussing, or validating data.
Fixed Access controls: Permission checks now handle inherited group memberships more reliably, so users see the correct screens and fields based on their assigned roles. This reduces unexpected read-only or hidden options caused by overlapping permissions.
Updated Access restrictions: We refined the validation used when saving restricted access settings, so permission changes are checked more consistently and reduce the chance of incorrect errors.
Fixed Italian bank localization: The availability link for the Italian bank features has been corrected, so Zelo now recognizes the localization properly and related bank settings and workflows load without interruption.
Removed Bank account creation from IBAN: The shortcut for creating bank accounts by entering an IBAN is no longer active in Zelo, so bank account details should be added manually or through the standard bank account settings.
Removed IBAN bank lookup: Zelo no longer includes automatic bank details lookup from an IBAN. Bank accounts now require manual entry of the bank name and related bank information.
Added New built-in modules: Zelo now includes ready-to-use capabilities for setting up accounting fiscal years, recognizing bank accounts from IBANs, capturing Facebook leads in CRM, and supporting Italian bank data. These additions help finance, banking, sales, and localization teams work with more complete out-of-the-box functionality.
Fixed Module test runner: Automated module tests now use the configured port instead of a fixed port, helping tests start more reliably when multiple test instances run at the same time.
Added Restricted administrator rights: Administrators can no longer view or assign user access rights beyond the permissions they already have. This reduces the risk of accidental privilege escalation, while trusted users can still make controlled changes from Settings if explicitly allowed.
Improved Module test diagnostics: Test runs now display the complete log output directly, making it easier to understand and troubleshoot any issues that occur during testing
Added Final modules: The remaining Zelo modules are now included, adding support for managing data files more directly. This makes additional functionality available in Zelo without any separate setup.
Fixed Default database filter: The default server configuration now uses a more accurate database name filter, so Zelo presents the correct databases for the current host and avoids selecting or showing unintended ones.
Added Italian daily sales: Zelo now includes support for Italian corrispettivi, the daily cash register totals used in Italy. You can now capture and review these totals from sales orders and website orders.
Fixed Website attachments: The product and sales order attachment features on Zelo’s website now load correctly with the document and sales capabilities they rely on. This resolves situations where attachments were missing or unavailable on website product and sales order pages. Customers can now view and download related files on the storefront more reliably.
Fixed Font themes: An installation requirement for optional font themes was corrected. The Asap, Exo, and Roboto fonts now load and apply reliably throughout Zelo, including on-screen views and generated documents.
Updated Italy localization: Zelo’s Italian localization support has been refreshed to the latest release, bringing the newest tax, invoicing, and compliance-related improvements so Italian companies can keep local reporting and electronic invoicing behavior current.
Updated Italian receipt support: Zelo’s Italian business profile now includes electronic receipt and sales receipt capabilities, so customers can manage digital receipt totals, sales receipts, and related online sales reporting directly in Zelo.
Added Italian electronic cash registers: Zelo now includes Italian corrispettivi support for sales and website sales. This lets Italian businesses track electronic cash register data alongside sales orders and online orders, supporting local reporting and compliance needs.
Updated Core platform: Zelo’s underlying platform has been refreshed to the latest base version, bringing recent stability improvements and bug fixes across the system
Fixed Responsive form view: The mobile and tablet layouts now keep the status bar footer visible and use a clearer Actions label in form view dropdowns.
Fixed Global discount settings: The Discount Configuration section now appears in the correct part of the Sales settings screen, making it easier to find and set up global discounts for sale orders
Updated Profile configuration: The default profile setup no longer depends on the optional website translation feature, so standard profile pages configure more predictably, and the translation option can still be enabled when needed.
Fixed App drawer navigation: The backend theme now uses the correct responsive menu setup. This ensures app drawer links and icons display properly instead of appearing missing or misaligned.
Fixed Responsive interface: The web interface now uses the correct responsive layout, so menus, forms, and list views adapt properly on mobile and tablet screens
Fixed Responsive web interface: The responsive web interface is now correctly enabled, so Zelo layouts adapt more reliably to different screen sizes and devices
Added Email branding: You can now remove default vendor branding from outgoing email templates, so customer-facing emails show only your company’s identity. This helps keep automated notifications, quotes, invoices, and other messages consistent with your brand.
Added Debranding support: Zelo now includes debranding capabilities, allowing administrators to hide platform branding and control access to app and settings menus for a tailored, white-label experience
Updated Profile setup: The Zelo profile now includes support for commission tracking, report attachment previews, and messaging. These capabilities are now consistently available across sales and HR workflows, making workspace configuration smoother.
Added Commission tracking, report previews, and responsive UI: You can now track sales and HR commissions, preview report attachments directly in Zelo, and use an improved responsive layout that adapts to different screen sizes. These additions make commission reporting, document review, and day-to-day navigation easier across Zelo.
Updated Performance profiling: The performance profiling utility now starts the server with the correct profiling mode, so timing data can be captured accurately. This helps administrators investigate slow requests and identify bottlenecks more reliably.
Improved Quality assurance: Zelo’s automated quality checks now run parallel tests automatically, in addition to shorter routine checks. This helps detect problems that can appear when many users or processes work at the same time.
Updated Website integration: The website-related components have been refreshed to a newer compatible version, helping site pages and web-facing features stay reliable with the rest of Zelo
Updated Sales workflow: The sales workflow has been refreshed with the latest version of Zelo’s sales order process. Sales teams can now use the most current stage transitions, approvals, and order handling behavior for more consistent quoting and order processing.
Updated Italian localization: Italian localization has been refreshed to improve support for Italian accounting, tax, and compliance workflows. Users managing Italian companies can now rely on more current localization behavior in Zelo.
Fixed Automated testing: Zelo’s parallel test checks now detect and report failures more accurately, helping ensure module updates are validated reliably before release
Updated Product attributes: The product attribute component has been refreshed to the latest stable version, improving how variants, attribute values, and product filtering behave. This update helps keep product information consistent across catalogs and reports.
Fixed Add-on updates: Corrected a directory reference error that could prevent some optional modules from updating automatically, so Zelo components now update more reliably without manual intervention
Updated Core platform: Zelo’s core application has been refreshed to a newer stable build, helping everyday workflows, reports, and integrations run more consistently. This routine maintenance update helps reduce minor glitches and keeps Zelo aligned with recent platform improvements.
Updated Integrated module update: Zelo has been updated with the latest version of the Sythiltech module, bringing recent fixes and enhancements to its supported workflows and integrations.
Updated Web interface: Zelo’s web screens now use the latest shared interface components, bringing incremental usability and stability improvements to common navigation and form behavior.
Updated Inventory logistics workflows: The stock and logistics workflow components have been refreshed to a newer version. This keeps inventory, picking, packing, and shipping processes aligned with the latest supported behavior.
Updated Sales workflow: The sales workflow module has been refreshed to the latest supported version. Sales order approval and workflow processing will continue to use the current, supported behavior.
Updated Partner contacts: The partner and contact area has been refreshed with the latest improvements. This helps keep customer, vendor, and contact records more consistent when managing names, addresses, and related information in Zelo.
Updated Italian localization: Zelo’s Italian localization has been refreshed with the latest updates, keeping Italian tax rules, invoicing, and compliance features aligned with current requirements. This helps Italian customers continue using local reporting and fiscal workflows without interruption.
Updated CRM features: The CRM feature set has been updated to the latest supported revision, keeping lead tracking and opportunity management aligned with current Zelo behavior.
Updated Contract management: Contract records, renewals, and recurring invoices now use the latest contract engine, improving reliability for ongoing customer agreements in Zelo
Updated Bank payments: The bank payment module has been updated to the latest maintained version. This helps keep bank payment processing, payment batches, and bank payment files current and reliable.
Updated Invoicing: The invoicing module was updated to the latest stable revision. This brings recent accounting and invoice processing improvements into Zelo for smoother billing workflows.
Updated Financial accounting tools: Zelo’s financial accounting tools have been updated to the latest release, bringing recent improvements to accounting workflows. Users can expect smoother financial processing and reporting with the refreshed module.
Updated Financial reporting: The accounting financial reporting components have been refreshed to the latest supported version, bringing recent improvements and fixes to financial statement templates, report generation, and related accounting reporting behavior.
Updated Analytic accounting: The analytic accounting components have been refreshed to the latest maintained release, improving reliability when recording and reporting costs, revenues, and budgets by analytic account.
Updated Integration update: A bundled integration component has been refreshed to a newer version. This helps connected workflows run more reliably and stay aligned with the latest supported behavior.
Updated Supporting module update: A supporting module has been refreshed to the latest version. This keeps it aligned with recent platform changes and brings the latest fixes and improvements to its workflows.
Updated Extension bundle: The bundled extension package was refreshed to a newer revision, bringing the latest available enhancements and fixes for supported Zelo add-ons
Updated Release pipeline: A controlled pipeline test now disables the Zelo startup command so broken changes are detected before release, helping keep the customer-facing system stable.
Added Accounting and sales reporting capabilities: Zelo now offers standard accounting reports, partner ledger filters, customer activity and outstanding statements, spreadsheet report export, and sales order price recalculation. Italian translations are also available for these new areas.
Updated Italian receipt tracking: Italian receipt-tracking capabilities are no longer enabled in the standard Zelo profile. This keeps sales, invoicing, and online order processing stable while the affected functionality is reviewed.
Fixed Base profile modules: The base profile now includes the correct set of required features, so standard Zelo apps install and work together as expected without missing dependencies
Fixed Module dependencies: Zelo now resolves module dependencies without circular references. This makes updates and installations more reliable when many Zelo modules are enabled together.
Fixed System setup: Zelo setup now installs required support components in the correct order, reducing failed installations and making deployments more reliable
Added Project management features: Zelo now includes expanded project tracking capabilities, including project descriptions, closed stages, default task stages, and task dependencies. Project timelines can show the critical path, link tasks to employee timesheets, and support controlled timesheet entry for more accurate scheduling and time tracking.
Fixed List view header colors: List view header rows now display with the correct theme color, so column headers match the overall Zelo look and feel. This makes record lists easier to read and keeps the interface visually consistent across modules.
Updated Italian accounting modules: Italian accounting features are now defined as a separate module list from the rest of Zelo, making it easier to activate, maintain, and update fiscal-specific functionality without affecting other business areas.
Improved Database selection: Zelo now uses a clearer default database filter, so only relevant company databases and approved test databases appear in the database chooser. This reduces clutter and helps prevent accidental selection of unrelated databases.
Updated Core platform: Zelo has been refreshed with the latest core build, helping keep the system stable and in sync with recent internal improvements across modules
Updated Website features: The website building and storefront components have been updated to the latest version, keeping pages, product listings, and related website tools aligned with the current Zelo platform. This helps maintain stable behavior across online experiences without requiring any configuration changes.
Updated Supporting components: A supporting system component was updated to maintain stability and compatibility. This helps Zelo continue working smoothly with recent internal improvements.
Updated Integration stability: A connected integration component was updated to a newer revision, helping keep data exchange reliable and compatible with existing Zelo workflows.
Updated Point of Sale add-ons: The latest Point of Sale add-ons are now included, bringing recent improvements and fixes to your POS experience
Updated Website integration: The website toolkit used by Zelo has been refreshed to the latest stable version, bringing recent improvements and fixes to help company website features and related workflows run smoothly.
Updated Web interface: The web interface components have been refreshed to improve consistency and stability across Zelo’s browser-based screens.
Updated Platform maintenance: The supporting server utilities for Zelo were refreshed to the latest maintenance version, helping keep backend operations stable and ensuring smoother interaction across the system.
Updated Italian localization: The Italian localization support in Zelo has been refreshed to the latest available version. This update helps keep Italy-specific accounting, tax, and compliance features current, so users can continue working with familiar Italian ERP processes without disruption.
Updated Contract management: Contract records, renewals, and related billing workflows now benefit from the latest updates to Zelo’s contract engine, improving stability and consistency across the ERP.
Updated Bank statement import: The bank statement import functionality has been refreshed to the latest supported version, helping ensure reliable import of bank transaction files and smoother compatibility with Zelo’s accounting processes
Updated Account reconciliation: The reconciliation engine has been refreshed with the latest upstream improvements for matching and clearing account entries. This helps Zelo reconcile payments, invoices, and journal entries more consistently during bank and account reconciliation.
Updated Invoice reporting: The invoice reporting area has been updated to the latest supported revision. This keeps invoice reports reliable and compatible with recent Zelo improvements.
Updated Niboo integration: The Niboo integration has been refreshed to a newer compatible version, helping ensure continued compatibility and smoother data exchange with Niboo.
Updated External integration: Zelo now includes a refreshed supporting component for the related external workflow. This keeps the functionality aligned with the latest supported behavior and helps prevent compatibility issues.
Updated ERP modules: A group of supporting Zelo ERP modules was refreshed to a newer compatible version. This helps keep related business workflows stable and ensures the modules continue to work smoothly together.
Updated Backend theme: Zelo’s backend interface now uses an orange color scheme. Primary controls, focused fields, and active menu highlights use warm orange tones, giving the workspace a clearer and more consistent visual identity.
Added Italian translations: Zelo now provides broader Italian language support across website pages, forms, notices, and related operational screens. Italian-speaking users can read menus, messages, legal content, and workflow labels in their own language, making day-to-day use clearer and more consistent.
Updated Web content delivery: Zelo now serves web pages without automatic compression, helping ensure consistent display and reliable downloads across all supported browsers and network conditions
Updated Transport document download: Customers can now download the Documento di Trasporto from the order page only when a valid DDT has been generated for the shipment. This prevents missing or incomplete transport documents from being opened and makes the available shipping documents clearer.
Updated Delivery note links: The DDT download link on the customer order page now appears only for confirmed orders, so customers can access it after the order has been finalized
Updated Website sale order attachments: The feature name was corrected for clarity. This makes it easier to recognize the option that lets sales users attach documents to sale orders and allows portal customers to download them.
Updated Website components: The website-related modules have been refreshed to a newer version, bringing the latest website improvements and compatibility fixes to your Zelo site
Updated Web experience: The core web interface has been refreshed with the latest front-end components, so standard screens, interactions, and visual elements feel more consistent and reliable across Zelo
Added Sale order attachments: Customers can now view files attached to their sales orders directly in the Zelo portal, making it easier to access supporting documents from the order details page
Fixed Product attachments: Product attachment lookups now honor normal user permissions instead of using elevated access, so users only see files they are allowed to access on website product pages
Updated Core platform: Zelo’s main application core has been refreshed to the latest stable build, so all modules continue running on a current and consistent foundation.
Updated Connected services: A core integration component has been refreshed to a newer version. This helps Zelo maintain stable communication with connected services and supports smoother operation across related workflows.
Updated Italian localization: The Italy-specific localization features have been refreshed to stay aligned with current Zelo releases, helping Italian companies keep accounting, tax, and compliance workflows working as expected.
Updated E-commerce integration: The e-commerce components were refreshed to the latest supported version, improving compatibility with online store connections and helping related features run more reliably.
Updated Analytic accounting: Zelo’s analytic accounting support has been refreshed with the latest accounting updates. This helps ensure analytic accounting tracking and reporting stay consistent with current accounting behavior.
Updated Accounting integration: The accounting integration component has been updated to a newer release, improving compatibility and stability when Zelo communicates with external accounting and tax reporting services
Updated Supporting module: A supporting Zelo module was upgraded to the latest release. This brings recent functionality improvements and stability fixes to the workflows it supports.
Updated Extension bundle: A bundled set of add-on features was refreshed to the latest compatible version. This brings included fixes and enhancements into Zelo while preserving normal workflows.
Updated Add-on components: The Zelo add-on package has been refreshed to the latest stable version, bringing in recent enhancements and fixes to help keep your workflows running smoothly
Fixed Smart button layout: Smart buttons in form views no longer force a fixed half-width, so they display at a more natural size. This keeps action buttons aligned and easier to read, especially when labels are longer.
Added Website branding: You can now remove default Zelo branding from your public website with a dedicated website setting. This gives your storefront a cleaner, fully branded look and does not affect user profiles or internal settings.
Removed Website support tickets: The web support-ticket feature is no longer available in Zelo. Customers can no longer open, track, or rate support requests through the website, and related ticket stages, teams, feedback, and reporting are also removed.
Added Website features: Zelo now includes new website capabilities for cookie notices, privacy policies, reCAPTCHA-protected forms, image size settings, and better page loading. These additions help your public website look more professional and handle visitor interactions more securely.
Added Synchronization support: Zelo now includes a built-in synchronization foundation in the standard setup, providing the underlying framework for configuring and running data sync operations with external systems. This makes it easier to keep Zelo records aligned with other business systems.
Updated Application theme: Zelo now uses a refreshed blue color scheme for buttons, selected elements, and input fields, giving the interface a cleaner and more consistent look
Fixed Automated system checks: Browser-based validation checks now run more consistently, reducing unexpected interruptions and helping ensure Zelo features are verified before release
Fixed Quality checks: The automated checks that verify Zelo workflows now start correctly after a setup problem in the testing tool was resolved. This helps ensure updates are verified more consistently before they reach your environment.
Improved Database backup and restore: Automated verification of database restore has been reinstated, giving you greater confidence that backup files can be recovered successfully.
Fixed Database backup download: Database backup downloads now complete more reliably. Zelo allows a brief pause before verifying the downloaded backup file, reducing unexpected failures on slower machines.
Added Website sale order attachments: Sales users can now attach documents to sale orders. Authorized portal customers can also download those attachments from their online order details.
Updated Core platform: The main Zelo platform code has been refreshed to the latest build, ensuring the system includes the newest platform improvements and stability fixes for a smoother overall experience.
Updated Add-on refresh: A connected add-on has been updated to a newer internal version. This keeps Zelo aligned with the latest supported changes and helps maintain stable behavior for the related business workflows.
Updated Point of Sale: The Point of Sale add-ons are now refreshed to the latest supported version, bringing current enhancements and reliability improvements to POS workflows.
Updated Web interface: The web interface components used across Zelo have been updated to the latest stable release. This helps keep list views, forms, and browser-based screens aligned with current platform behavior.
Updated Stock logistics workflows: Inventory and logistics workflow capabilities have been refreshed to keep stock operations reliable and aligned with current Zelo functionality
Updated Social features: Zelo’s social integration has been refreshed to the latest supported version, bringing in recent enhancements and reliability improvements for social workflows.
Updated User experience: The server-side user experience toolkit was updated to its latest revision, bringing in recent usability refinements and stability improvements for a smoother day-to-day workflow in Zelo
Updated Server authentication: Zelo’s login and session validation components have been updated to a newer release. This helps keep user sign-ins secure and reduces unexpected access issues.
Updated Server utilities: Zelo’s internal server utilities have been updated to a newer revision. This helps keep background processing and system maintenance tasks stable.
Updated Sales workflow: The sales workflow module has been updated to the latest supported version, bringing current fixes and enhancements to how quotes and orders move through approval, confirmation, and fulfillment. This helps sales teams process customer orders with fewer interruptions and more consistent behavior.
Updated Project management: Zelo’s project tracking has been refreshed with the latest community improvements, helping teams manage tasks, milestones, and project records more smoothly.
Updated Contact management: Partner and contact records now include the latest stable updates, making it more reliable to create, edit, and link customer, supplier, and employee contacts in Zelo
Updated Italian localization: The Italian localization module has been refreshed to include the latest compliance and reporting updates. This helps Italian customers process invoices, taxes, and statutory documents with more current rules and fewer surprises.
Updated E-commerce integrations: E-commerce connections have been refreshed to maintain compatibility with the latest Zelo features and help keep online store data synchronized more reliably
Updated CRM tools: The CRM add-on bundle is refreshed to the latest version, bringing current fixes and refinements to lead tracking, pipeline stages, and sales workflow features. This helps keep opportunity management more consistent and reliable.
Updated Contract management: Zelo’s contract features have been refreshed with the latest improvements, helping contract records, renewal dates, and related recurring billing entries work more reliably.
Updated Bank statement import: The bank statement import feature has been refreshed with the latest improvements. Users can now import bank statement files more reliably, with better support for common statement formats and transaction details.
Updated Bank payments: The bank payment functionality has been refreshed to the latest supported version, ensuring payment batches, bank file exports, and statement processing remain reliable within Zelo.
Updated Payment reconciliation: The account reconciliation area was refreshed to the latest supported release, helping Zelo continue matching payments, journal entries, and invoices more reliably during bank statement processing.
Updated Payment processing: Zelo’s account payment support has been updated to the latest maintained version, helping keep payment methods, bank payment records, and related accounting workflows consistent. It now benefits from recent upstream fixes and refinements.
Updated Invoicing updates: Zelo’s invoicing functionality has been refreshed to the latest stable release, keeping invoice, credit note, and accounting entry processing aligned with current accounting workflows. This helps ensure customers continue to create, review, and post invoices with the same expected behavior.
Updated Financial reporting: The financial reporting components have been updated to the latest supported version, helping account reports such as balance sheets and income statements stay current and reliable. This improves compatibility with recent accounting features in Zelo.
Updated Analytic accounting: The analytic accounting module has been refreshed to a newer revision, bringing upstream compatibility and fixes. This helps account teams keep analytic accounts and related journal entries working smoothly.
Updated Internal module update: A bundled integration module was refreshed to a newer compatible version. This helps keep Zelo stable and ensures smoother operation with related features.
Updated Deltatech integration: The Deltatech integration has been updated to the latest supported version, keeping its features aligned with current Zelo components and helping maintain stable, compatible behavior.
Improved Product attachments: Product attachments on public product pages now load and display more reliably. Customers can view linked files and documents more consistently, reducing confusion when accessing product resources.
Added Website product attachments: Sales users can now attach documents to products in the Zelo website shop. When enabled, shop customers can download these files directly from the product page, making it easier to share specifications, manuals, or supporting documents.
Updated Automated testing: A temporary issue in an automated check for quote template configuration has been paused. This keeps the testing process stable while the team prepares a fix, and it does not affect normal use of sales quote templates.
Added Project subtasks: Project tasks now support subtasks, allowing teams to split larger work into smaller, easier-to-track steps. Users can create and manage subtasks directly from a task to improve planning, visibility, and progress tracking.
Fixed Menu icons: Menu icons now load correctly in both the sidebar and the responsive app drawer, so each menu item displays its assigned icon image instead of a missing or broken icon.
Updated Core platform: Zelo has been updated to a newer stable foundation, keeping core operations consistent and preparing the system for future improvements
Improved Side menu icons: Sidebar icons now load with more reliable caching. Updated application icons appear consistently instead of showing an older version.
Added Portal delivery document downloads: Customer portal downloads for delivery notes and delivery slips now save with clear file names that include the document number, making saved PDFs easier to identify and organize
Fixed Point of Sale mobile setup: A small typo in the base profile’s point-of-sale component list has been corrected. The mobile point of sale feature is now referenced properly, so related POS capabilities load as intended.
Added Transport document (DDT) download: Customers can now open the transport document for a shipment from their Zelo website account and download it as a PDF. The document is generated from the delivery order and is available only through secure, access-controlled portal links.
Added Mobile Point of Sale: The base Zelo profile now enables the mobile POS option and removes default POS branding. Sales teams can process orders from mobile devices while keeping the checkout screen aligned with your company’s visual identity.
Added Sale order portal status: Portal customers now see a Confirmed badge on sales orders that have been approved in Zelo. This helps them quickly identify orders that are confirmed and ready for the next fulfillment step.
Added Sale order portal: The customer portal now shows a confirmed indicator on sale orders after confirmation, so customers can quickly see that their order has been finalized and is ready for processing.
Updated Core system base: The underlying Zelo base has been refreshed to the latest stable build, helping keep the ERP platform current with recent stability and compatibility improvements
Updated Point of Sale quotations: Italian language support for creating quotations from the POS has been improved. Confirmation, warning, and success messages now display clearer Italian text, helping users understand when a quotation is created or when a customer or order line is missing.
Added Point of Sale quotations: Sales teams can now create quotations directly from the Point of Sale. This lets users capture customer and product details in the POS and send a formal quote without switching to another screen.
Fixed Point of Sale quotation pricing: When you create a quotation from the Point of Sale, product prices and discounts are now recalculated correctly using the customer’s price list. This prevents incorrect unit prices and totals from being saved on the resulting sales order.
Added Online store controls: Zelo now includes additional web store options such as requiring login or VAT details, hiding prices, adding legal pages, and using product brands. These settings let you control what customers can see and what information is required during checkout.
Added Bulk import/export: You can now import and export records using reusable templates and guided wizards. The new tooling includes detailed logs so you can review what was processed and address any issues before data is saved.
Added Point of Sale product availability: You can now see the available quantity of products in the Point of Sale, making it easier to offer customers items that are ready to sell. This availability detail is based on current inventory levels, helping staff avoid out-of-stock sales.
Added POS quotations: You can now create a quotation directly from the Point of Sale interface without first completing a paid order. The new option can be enabled per POS and lets Zelo set the initial status of the quotation, such as draft, sent, or sales order, so sales teams can follow up more efficiently.
Fixed Sales quotation template editing: The process for opening and modifying quotation templates no longer follows the wrong navigation step. Users can now update quotation templates reliably without unexpected interruptions or repeated prompts.
Updated Application core: Zelo’s main application core has been refreshed to the latest base version. This keeps every module aligned with the current platform and helps maintain stable, consistent behavior across the system.
Updated Supported add-on: The latest supported add-on components are now included in Zelo. This helps keep related workflows, data handling, and record processing consistent with the current system.
Fixed DDT report serial numbers: Delivery note reports now display the correct serial or lot number for each item line, so printed DDTs accurately reflect the tracked products being shipped.
Updated Core platform: The main Zelo core has been refreshed to the latest release, bringing recent stability and behavior improvements to all connected modules. Users can continue working normally while benefiting from the updated platform foundation.
Updated Login authentication: The authentication support component has been refreshed to a newer maintenance version. This helps keep user sign-in and access checks stable and consistent with current system requirements.
Updated Future Lens: The Future Lens experience has been refreshed to the latest version. Users can expect continued compatibility with the rest of Zelo and a more stable, up-to-date set of capabilities.
Updated Report generation: The report generation component has been refreshed to the latest version. This helps keep report layouts, calculations, and exported files consistent and reliable across Zelo.
Updated Web interface: The core web experience has been refreshed with the latest platform updates. This helps keep Zelo stable and compatible with recent browser and integration improvements.
Updated Inventory logistics workflows: Zelo’s stock and logistics workflow capabilities have been refreshed to a newer baseline, supporting smoother handling of inventory moves, routes, and related logistics operations. This helps warehouse and supply chain users benefit from the latest workflow refinements without changing how they use the system.
Updated Sales workflow: The sales workflow has been refreshed to the latest compatible release. This helps sales orders move through approval, confirmation, and fulfillment steps more smoothly for your team.
Updated Partner contacts: The partner and contact area has been refreshed with the latest enhancements and corrections. This should make customer, vendor, and contact records more reliable and better aligned with the rest of Zelo.
Updated Italian localization: Zelo’s Italy-specific localization features have been refreshed to the latest version, keeping tax, invoicing, and accounting workflows aligned with recent changes. Users handling Italian operations can now rely on the most current built-in compliance rules without manual updates.
Updated Sales and customer management: The CRM component has been refreshed to a newer stable version, keeping lead tracking, opportunity management, and sales pipeline features aligned with the latest Zelo updates
Updated Contract management: The contract functionality in Zelo was refreshed to a newer release, bringing the latest contract features and stability improvements.
Updated Invoicing: The invoicing module has been refreshed to the latest upstream release, improving how invoices, taxes, and accounting entries are handled during validation and posting
Updated Financial reporting: The financial reporting module has been refreshed to its latest version, keeping accounting report layouts and statement generation aligned with the latest supported behavior
Updated Analytic accounting: The analytic accounting component has been refreshed to the latest stable version, improving reliability and compatibility when tracking costs, revenues, and profitability across projects and departments.
Updated Integration component: A connected integration component was refreshed to a newer version, helping keep related workflows stable and compatible with the latest Zelo services
Updated Third-party module: A third-party module has been refreshed to the latest stable version. This update helps related Zelo workflows run more smoothly and stay compatible with recent system improvements.
Fixed Sales settings: Sales settings now load reliably. We corrected a reference in the sales configuration flow that could prevent the settings screen from opening correctly.
Improved Sales settings and quote templates: Sales configuration and quote template management now work more reliably thanks to stronger automated checks, helping ensure options like manual discounts, multiple pricing, online payment, and quote templates behave as expected
Fixed Online payment and product setup: Zelo now correctly enables online payment and online signature options in sales settings and quotation templates. It also includes product-related setup steps in guided configuration, making sales setup more reliable.
Added Product attributes: You can now enable product attributes and variants in Sales settings, allowing customers to choose configurable options such as size or color for the same product.
Fixed Barcode entry in orders: Scanned or pasted barcodes on sales and purchase orders now ignore accidental spaces, so products are added more reliably and the system no longer shows false “cannot be purchased” errors when checking a barcode.
Updated Sales settings flow: The automated sales settings flow now references the current sales configuration template, keeping sales setup checks and guided actions consistent with the latest Zelo sales settings
Fixed Barcode sales and purchase: A small issue in the barcode sales and purchase feature has been fixed, so order-related messages and alerts now display properly and the workflow is less likely to stop unexpectedly
Added Barcode list scanning: You can now enter multiple barcodes or product references separated by semicolons in the barcode field on sales and purchase orders. Zelo checks each code, adds all matching products to the order in one action, and shows a clear warning for any codes that are unknown or not available.
Added Sale order barcode entry: You can now enter multiple product barcodes separated by semicolons in the barcode field on a sale order. Zelo adds each valid, sellable product as a separate line and shows one message listing any barcodes that are unknown or not available for sale.
Fixed Barcode product entry: A broken shortcut for adding products by barcode has been removed from the modules list. Users will no longer see an unavailable entry, and the module browser now reflects only working options.
Fixed Barcode scanning on sales and purchase orders: The barcode scanning field now displays correctly on sales order and purchase order forms, allowing users to scan barcodes while creating or editing these documents
Updated Barcode scanning: Barcode scanning on sales and purchase documents has been refreshed to make product lookup more reliable. In Zelo, scanning a barcode or product reference now adds the matching sellable or purchasable product to the order and increases the quantity if the product is already listed. This helps users create quotes, sales orders, and purchase orders faster while reducing manual entry errors.
Fixed Barcode sales and purchases: A configuration issue in the barcode sales and purchases extension has been corrected, so the related views and templates load reliably. This keeps barcode support for sales and purchase flows available after updates.
Added Barcode order entry: You can now scan a product barcode or type its internal reference to add products to sales and purchase orders in Zelo, making order entry faster and reducing the chance of selecting the wrong item
Removed Helpdesk support module: Zelo no longer includes the built-in helpdesk support module. Ticket creation, support teams, stages, feedback, and related support reports are no longer available in the application.
Updated Helpdesk support: Zelo’s helpdesk support is now consolidated into a single support ticket module that replaces the previous separate support areas. Teams can create and track customer tickets through stages, assign responsible teams, collect feedback, and generate support invoices and analysis reports from one place.
Added Barcode and QR code support: Zelo now includes optional barcode and QR code features for products, sales, purchases, inventory, and scrap. Users can scan barcodes to process transactions and stock movements faster, and print QR codes on product labels for quick identification.
Fixed Sales quote templates: Quote template setup now works more reliably when adding product lines, selecting online confirmation or payment methods, and archiving or restoring templates. The correction improves the consistency of sales template actions in Zelo.
Added Helpdesk Italian translation: Zelo Helpdesk now supports Italian. Ticket screens, actions, fields, and customer email templates display localized text, making support workflows easier to use for Italian-speaking users.
Added Quote margin check: Zelo now confirms that the margin field is shown in the quote totals when creating a new quote. This helps catch missing cost or price data before a quote is finalized.
Added Helpdesk support: Zelo now includes a built-in helpdesk where customers and support teams can create tickets, track them through configurable stages, and attach files or feedback. Teams can assign tickets, log work time, generate support invoices, and review weekly timesheet and analysis reports to manage service requests more efficiently.
Fixed Sales settings access: The automated Sales settings page now opens through the correct sales configuration menu, ensuring the settings screen loads reliably.
Removed Website support add-ons: The optional website support add-ons, including support billing, timesheets, and gamification, have been removed from Zelo. Customer-facing support portal features that depended on these modules are no longer available. Use Zelo’s standard support and ticketing features if you need to manage website support requests.
Fixed Sales configuration: Sales configuration settings now load and apply reliably, ensuring the sales setup process completes without unexpected errors
Added Quotation templates: You can now duplicate and delete saved quotation templates from Sales configuration, helping teams reuse standard terms while keeping their template list organized
Added Quotation template management: You can now archive quotation templates, restore archived templates using the Archived filter, and duplicate existing templates to create new versions. This makes it easier to keep your Sales configuration organized and reuse proven quotation layouts.
Added Quotation templates: You can now create and manage reusable quotation templates in Sales Configuration, including validity days, recommended products, notes, and confirmation options such as online signature, so sales teams can prepare consistent quotes more quickly
Added Contract timesheet billing: Zelo now supports contract lines whose quantity is calculated from project or task timesheets, so recurring contracts can be billed based on the work actually recorded. This helps service teams align invoices with time entries without manual quantity updates.
Updated Sales product settings: Sales product settings now open using the shared sales settings navigation. This makes access to product-related sales options more consistent and helps avoid unexpected navigation issues.
Added Standard sales terms: You can now define standard terms and conditions in Sales settings, and the system can use the same preconfigured text on sales documents. This helps keep customer-facing terms consistent without retyping them each time.
Updated Database restore validation: The automated database restore check is temporarily paused while a scheduled-task issue is investigated, and it will be re-enabled once the underlying problem is resolved.
Updated Italian support messages: Italian text for support ticket emails and portal details is refreshed, so customers see clearer, more consistent wording. This helps Italian-speaking users understand ticket information and reply messages more easily.
Removed Contract add-ons: Zelo now uses a cleaner, definitive set of contract features. Several optional contract extensions—such as extra payment-mode settings, contract sections, and variable quantity or timesheet-based contract lines—were removed from the standard setup. Core contract management remains available, and the standard contract workflow is now the consistent option for managing recurring bills and invoices.
Septembre 2018
Added Contract management: The Zelo profile now includes contract management with related billing and payment capabilities. Users can set up recurring contracts, connect them to sales and invoicing, assign payment methods, and track variable quantities or timesheet-based usage.
Added Helpdesk support features: Zelo profiles now include website support, timesheets, billing, and gamification, so customers can create support requests, track technician time, bill for helpdesk work, and keep users engaged with points and rewards.
Added Helpdesk Italian translations: The Helpdesk customer portal and ticket-related emails are now available in Italian, covering support requests, approvals, timesheets, billing, and gamification screens. Italian-speaking customers and support agents can now read and manage tickets in their preferred language.
Updated Sales settings help: Screenshots for sales settings are now shown next to the specific option being configured, giving users clearer visual context for pricing, tax display, shipping, and invoicing choices. This makes it easier to verify the correct setting before saving changes in Zelo.
Added UI font themes: You can now select from three new font themes—Asap, Exo, and Roboto—to change the appearance of the Zelo interface. These themes update text styling across menus, forms, and dashboards, making the workspace easier to read and better aligned with your company’s visual identity.
Updated Sales settings: We made a small maintenance update to the Sales settings area in Zelo, where customers can enable proforma invoices, delivery costs, order delivery dates, Incoterms, order routes, and invoicing methods. This helps keep those sales configuration options consistent when setting up quotes, orders, and invoices.
Added Billing method options: Zelo now supports setting the default billing method to invoice ordered products or delivered products, giving sales teams clearer control over when invoices are created in the sales workflow
Added Sales order logistics options: Sales teams can now calculate shipping costs, set delivery dates, display incoterms on orders and invoices, and apply specific routes from order lines. This makes delivery terms clearer and helps route customer orders through the right fulfillment process.
Added Support website modules: Zelo now includes website support features for handling customer requests, including timesheets, billing, and gamification, so support teams can track work, invoice time, and encourage customer engagement through rewards.
Added Sales order sections and proforma invoices: You can now enable sections in sales orders to group products into clear blocks, and activate proforma invoices for pre-invoice documents that customers can review before final invoicing
Added Sales order controls: You can now configure customer-specific billing and shipping addresses, enable warning notices on customers or products, and lock confirmed orders to prevent further changes.
Added Sales terms and conditions: You can now add standard terms and conditions to sales orders, so important policies can be included consistently without retyping them on every order
Added Quotation templates: Sales settings now include an option to enable quotation templates. This lets teams reuse standardized quote structures for faster, consistent customer quotations.
Added Online customer approval: Sales settings now let you enable online signature and online payment in the customer portal, so customers can sign and pay for quotations or orders directly.
Added Sales settings screenshots: The sales settings documentation now includes focused screenshots for pricing, tax display, shipping, and billing options. These visuals help you configure sales more confidently in Zelo
Updated Core build: The core Zelo application has been refreshed to the latest stable build. This update carries forward recent internal improvements and fixes, so connected modules continue to work together with the current platform version.
Updated Stock logistics workflow: The stock logistics workflow components have been refreshed to the latest supported version. This keeps inventory routing, transfer handling, and related logistics features aligned with recent improvements.
Updated Italy localization: The Italian localization support in Zelo has been refreshed to the latest approved version, helping keep Italian tax, invoice, and accounting features aligned with current requirements.
Fixed Module update process: The automatic update helper now selects the correct default versions for bundled Zelo components. This makes updates apply more consistently and reduces the chance of pulling outdated or mismatched configurations.
Updated Bank payments: The bank payment component has been refreshed to a newer version, improving the reliability of payment batches, file generation, and partner payment processing in Zelo. This update helps ensure bank payment workflows stay current and work smoothly with the rest of the system.
Added Sales order tax display: You can now choose in Sales settings whether prices on sales orders are shown with or without taxes, giving a clearer tax-inclusive or tax-exclusive view.
Updated Website module: The website functionality has been refreshed to the latest supported version, helping public pages, website forms, and related website features stay current and reliable in Zelo.
Updated CRM add-on: The CRM add-on has been refreshed to a newer stable version, bringing small improvements and compatibility updates to lead, contact, and opportunity workflows. This helps sales teams continue tracking opportunities and customer interactions without manual changes.
Updated Analytic accounting: The analytic accounting module was refreshed to include the latest upstream enhancements. This keeps analytic tags, distribution, and reporting behavior aligned with current Zelo accounting workflows.
Updated Bank payment integration: The Niboo payment integration has been updated to the latest available version. This helps Zelo stay compatible with current Niboo banking services and keeps payment-related features working smoothly.
Compatibility Bank payments: Bank payment updates are now sourced from Zelo’s maintained module repository, helping the bank payment area stay aligned with current Zelo releases and reducing update conflicts.
Updated Italian contract translations: Italian language support for the contract area has been expanded and reviewed. Users can now see more contract templates, recurring contract fields, and related contract settings in Italian, making the interface easier to understand.
Added Profit display in sales orders: You can now enable a sales setting that displays the profit margin on sales orders. This gives sales teams a clearer view of order profitability while reviewing or editing orders. It helps with pricing decisions and faster follow-up on customer requests.
Updated Contract management: Contract workflows have been refreshed to a newer internal release, ensuring recurring contracts, contract templates, and related billing behavior continue to work smoothly in Zelo
Updated Contract management: The contract module has been refreshed to the latest supported version, so customer and supplier contracts, renewals, and related invoicing rules now use the newest stable behavior and fixes.
Removed Sales settings: An unused internal component was removed from the sales settings area. This change does not affect how sales settings are configured or used, but it helps keep the feature reliable and easier to maintain.
Added Multiple sales prices: You can now enable multiple sales prices in Sales settings. This lets you set different prices in the product profile or create price lists that calculate prices from formulas.
Updated Upgrade testing: Automated upgrade tests now target the latest release and skip an unnecessary cleanup step, making validation more consistent and reliable
Improved Upgrade validation: Upgrade checks now target a more stable release point, helping ensure updates between Zelo versions run more reliably
Added Expanded accounting and contracts: Zelo now includes additional accounting and contract capabilities. You can configure payment methods and partner payment details, import bank statements, reconcile account entries, and build more detailed contracts connected to sales and invoicing.
Fixed Sale manual discount setting: The option to enable manual discounts on sales order lines now opens the sales settings screen first before turning on the setting. This makes line-level discount configuration more reliable for sales teams.
Added Manual sales discounts: Sales settings now include an option to enable manual discounts, allowing users to enter discount values directly on sales order lines when the setting is active
Improved Automated testing: Zelo now runs functional checks on additional development branches, helping catch issues earlier. This makes new features and fixes more reliable before they reach released versions.
Updated Web interface: The Zelo web client was refreshed to the latest stable build. This helps pages load and respond more reliably across common browsers.
Updated Server utilities: Zelo’s internal server tools were refreshed to the latest version, improving consistency for advanced automation and maintenance features. This helps background operations and server-side utilities behave more reliably for administrators.
Compatibility Project components: Project-related components have been refreshed to stay compatible with the latest platform updates. This helps ensure project workflows, task planning, and related features continue to behave consistently across Zelo.
Updated Contract module: The contract module has been refreshed with the latest upstream improvements, helping contract records, renewals, and recurring billing continue to work more consistently.
Updated Financial reporting: Zelo’s accounting financial reporting module has been updated to the latest release, so balance sheets, profit and loss statements, and other financial reports use the most current report definitions and calculation logic.
Updated Auxiliary tools: The auxiliary tools in Zelo were refreshed to the latest version. This update brings recent stability improvements and small enhancements that help everyday operations run more smoothly.
Updated System components: Zelo’s underlying extension components have been refreshed to the latest stable version, helping maintain a reliable environment and preparing the platform for future enhancements
Added Contract management: Zelo now includes a contracts module, so users can create and manage contract records alongside other core business operations
Updated Upgrade validation: The automated upgrade checks now target the current supported Zelo release. This helps ensure that customers moving to the newest version experience a smoother and more reliable update.
Fixed Release checks: Automated release validation is now configured correctly, helping us catch issues earlier and keep Zelo updates reliable.
Added Optional parallel testing: Zelo now includes an optional parallel testing option that runs key system checks side by side. This gives the team a quicker way to confirm that new changes behave as expected before updates reach your workspace.
Fixed Performance profiling: Performance profiles are now written to the intended diagnostic file, allowing support teams to more consistently review slow startup and module initialization issues. This makes it easier to pinpoint bottlenecks when investigating performance-related reports.
Improved Automated quality checks: Zelo’s automated testing now runs all standard checks together in one test environment, reducing setup time and making release validation more reliable. Routine feature checks are no longer repeated in the same pipeline, so quality assurance remains thorough while avoiding unnecessary duplication.
Updated Main menu: Zelo now verifies the Apps shortcut in the current menu sidebar, helping ensure the Apps entry is not shown when it should be hidden. Users will see a cleaner main menu with only the intended shortcuts available.
Improved Test database creation: Creating a test database now pauses the local web server before rebuilding the database, which prevents extra log errors and keeps test environment logs easier to review.
Updated Italian translations: Some Italian interface texts related to sales have been reviewed. Users working in Italian now see clearer and more consistent wording on sales screens and documents.
Fixed Italian sales order message: The Italian warning shown when trying to delete a line from a sales order now uses correct wording, making the Italian interface clearer for users adjusting order lines.
Fixed Message composer panel: The background color of the message composer’s instrument panel now uses the correct themed color and border, giving it a cleaner and more consistent appearance in Zelo
Updated Core platform: Zelo’s core application has been refreshed to the latest supported revision, keeping the main system aligned with recent stability and consistency improvements. This helps ensure that connected modules continue to work reliably together while preserving existing workflows and data.
Updated Website features: Zelo’s website-related capabilities have been refreshed to include the latest enhancements and stability improvements.
Updated Platform components: Zelo has been refreshed with the latest internal platform components to help keep core workflows, data processing, and integrations running reliably without any action needed from users
Updated Web interface: The web user interface has been refreshed with newer interface components, helping Zelo pages load and interact more reliably in supported browsers
Updated Stock logistics workflow: The inventory and shipping workflow components have been refreshed to a newer version, helping stock moves, delivery operations, and related workflows stay compatible and run more reliably
Updated Social integration: The underlying social service component has been refreshed to a newer release, improving compatibility and stability for social sharing and posting. This helps keep social features working smoothly within Zelo.
Updated Project features: Project-related functionality has been refreshed with the latest stable update, bringing recent improvements and corrections to project tasks, settings, and related workflows
Updated Contract management: Contract records, contract lines, and recurring billing behavior have been updated to the latest supported version. This helps keep contract creation, renewal, and recurring charge workflows current and reliable.
Updated Invoicing: The invoicing area has been refreshed with the latest account-invoicing updates, incorporating recent improvements and fixes for invoice handling. Customers can now rely on a more current invoice workflow with better support for standard accounting features.
Updated Financial reports: The financial reporting suite now includes the latest accounting reporting updates, helping balance sheet and profit & loss reports reflect current Zelo accounting rules more consistently
Updated Analytic accounting: The analytic accounting component has been updated to the latest supported version for Zelo, helping keep cost tracking, revenue allocation, and analytic account features aligned with current accounting workflows.
Updated Miscellaneous features: The collection of minor Zelo utilities has been refreshed, bringing the latest small fixes and usability refinements. No user action is required to benefit from these improvements.
Updated Messaging: Mail-related features were refreshed with the latest improvements, helping messages, discussions, and notifications work more consistently across Zelo.
Updated Business module update: A Zelo module was updated to the latest supported version. This keeps related workflows, data handling, and integrations aligned with current system behavior and helps maintain stable day-to-day operations.
Updated Third-party integration module: A connected integration package has been refreshed to a newer revision, bringing in recent compatibility and stability improvements for smoother operation
Updated Supporting components: A bundled add-on package was updated to the latest version, bringing in recent maintenance improvements for the features it supports. This helps keep the related screens, reports, and background processes consistent with the rest of Zelo.
Fixed Delivery note cancellation: Cancelling delivery notes now restores their original names correctly. This also makes bulk cancellations more reliable in Zelo.
Updated Italian accounting: The Italian localization now uses Zelo’s dedicated accounting setup, including a generic Italian chart of accounts, tax templates, and fiscal position data. This makes it easier to configure Italian VAT and accounting records consistently.
Updated Product setup: Product setup now stays focused on the main service product steps. Optional email-template and search checks are skipped, so product creation is less likely to stop with avoidable errors.
Improved Screenshot resolution: Browser-based screenshots now default to Full HD (1920x1080), giving users clearer and more detailed captures of Zelo screens for documentation, testing, and support.
Updated Claim handling: The process for managing claims has been refined so optional date and follow-up summary steps no longer interrupt the flow, resulting in smoother and more consistent claim processing
Fixed Claim follow-up notes: Follow-up activities connected to a customer claim now save the summary text in the correct field, so notes such as a call for investigation are recorded and visible on the claim as intended
Updated Core system: The main Zelo platform has been updated to a newer build, bringing the latest core improvements and helping everyday workflows run more reliably.
Updated Website builder: The website building tools in Zelo have been refreshed with the latest website add-ons, bringing current enhancements and stability improvements to page design, content editing, and publishing.
Updated Connected integration: A third-party integration has been updated to the latest supported version, helping Zelo keep data exchanges reliable and compatible with current workflows. Users can continue relying on the integration without needing manual configuration changes.
Updated Report generation: Zelo’s report generation layer has been updated, keeping report layouts, data calculations, and output formats aligned with the latest reporting improvements
Updated Production tracking: The production tracking component has been refreshed to the latest compatible release. This helps keep production records, workflows, and related operations running smoothly with the rest of Zelo.
Updated Public app components: The public app components have been refreshed to a newer revision, ensuring Zelo stays aligned with the latest available app updates and related compatibility improvements.
Updated Website integration: The underlying website integration has been refreshed to a newer compatible version, helping online pages and website-related tools stay stable and aligned with the rest of Zelo
Updated Web interface: The Zelo web client now uses a refreshed set of interface components, helping keep menus, forms, and list views more consistent and reliable
Updated Inventory and logistics workflows: The stock and logistics workflow components have been refreshed to a newer stable version, helping keep inventory moves, transfers, and related operations consistent and reliable
Updated Social activity: The social feed and posting features have been refreshed to the latest supported version, so sharing records, viewing comments, and following activity in Zelo work more consistently
Updated Server utilities: A core set of server-side tools used across Zelo has been updated to a newer release, helping keep background tasks, scheduling, and system maintenance more reliable. This behind-the-scenes update supports smoother overall operation and prepares the platform for future enhancements.
Updated Project management: Project-related features have been refreshed to the latest supported package, helping task tracking, project reporting, and related workflows stay stable and consistent with the rest of Zelo
Updated Italian localization: Zelo’s Italian localization support has been refreshed to the latest stable version. This helps keep tax rules, invoicing, and compliance-related features current for Italian operations.
Updated CRM features: The CRM component has been refreshed to the latest supported release, bringing recent stability fixes and enhancements to customer, lead, and opportunity management
Updated Contract management: Zelo’s contract management has been refreshed to a newer, more stable version, improving how contracts are created, tracked, and renewed. Users can rely on contract terms, renewal dates, and recurring charges continuing to work smoothly across the ERP.
Updated Payment accounting: The payment accounting integration has been refreshed to keep payment-related accounting features aligned with current Zelo behavior, helping payments, reconciliation, and accounting entries continue to process reliably.
Updated Invoice processing: The invoicing area has been refreshed with the latest enhancements, helping invoices validate and post to accounting more consistently.
Updated Analytic accounting: The analytic accounting area has been refreshed to the latest supported version. Analytic tags and account analysis views now stay consistent with current financial reporting rules.
Updated Utility modules: The bundled utility modules have been refreshed to the latest release. Helper features and integration points now stay consistent with the current Zelo platform.
Updated Mail add-ons: The mail add-ons were refreshed to the latest supported revision, helping email, messaging, and notification features remain compatible and stable across Zelo
Updated Hilarak integration: The Hilarak integration has been updated to a newer supported release, keeping Hilarak-related functionality aligned with the latest Zelo environment for improved compatibility and reliability.
Updated Deltatech integration: The Deltatech integration has been refreshed to the latest supported version, bringing recent fixes and compatibility improvements to related workflows in Zelo
Updated Zelo add-ons: A group of Zelo add-ons has been refreshed to include recent enhancements and fixes. This update helps keep related workflows stable and consistent.
Updated Application theme: The user interface theme has been refreshed, giving Zelo a more polished and consistent appearance across screens.
Updated Performance profiling: The built-in profiling helper now captures more detailed runtime data for selected modules, making it easier to spot slow operations in Zelo. Profiles can be reviewed with a visual analysis tool to support faster troubleshooting.
Updated Lead workflow: The automated lead workflow no longer sends a test message to the contact and followers for the second lead scenario, preventing unnecessary notifications while the remaining lead steps continue to run.
Updated UTM icon display: The internal setup for UTM campaign icons was reorganized to keep the feature stable and easier to maintain, with no visible changes to how icons appear in Zelo
Updated Task repetition: The recurring task feature in Zelo was internally cleaned up so repeated tasks stay properly linked to their original task. Parent, child, and sibling task information now uses clearer relationships, helping recurring task lists remain consistent without changing what you can do.
Updated Transfer cancellation: Canceling completed transfers now handles inventory reversals and return-related quantities in a clearer, more consistent way, helping keep stock records accurate.
Updated Message editing: The message editor was streamlined internally, preserving the ability to edit only messages you authored and keeping a clear record of changes. This makes the editing flow more consistent without changing how you compose, view, or manage messages.
Updated CRM lead list: The lead list view was reorganized internally to keep it stable and easier to maintain. You can continue using the CRM lead list as before while the setup is better prepared for future updates.
Improved GDPR personal data requests: The personal data download flow has been streamlined so requests are processed more consistently. Confirmation messages now guide users to the Your Requests tab for status updates.
Improved Employee attendance: Attendance geolocation in Zelo now compares check-in dates more consistently, so employees can reliably view attendance records for the selected date.
Fixed Message sending: Messages to contacts and followers now send reliably because the send action is correctly recognized in the messaging interface
Improved Transfer cancellation: Cancelling stock transfers now more reliably restores available product quantities and keeps the transfer status as cancelled. This helps inventory counts stay accurate after a transfer is voided.
Improved Picking cancellation: Cancelling confirmed stock operations now restores available quantities more reliably. The system verifies that both outgoing deliveries and incoming receipts return the correct product amounts to stock.
Added Validated picking cancellation: You can now cancel warehouse pickings after they have been validated. Zelo reverses the related stock moves and frees reserved quantities, so inventory records stay accurate when a transfer is no longer needed.
Improved Claim follow-up: Teams can now record a follow-up action directly within the claim workflow, including investigation notes, problem causes, and corrective action details, making claim handling more consistent and easier to track.
Fixed Message sending: Automated messages to contacts and followers now skip the unstable attachment upload step, so message delivery is more reliable while the attachment process is corrected
Updated Sales and quoting workflows: Zelo now includes refreshed support for quote templates, sales order approvals, and sales commissions. These updates help sales teams prepare clearer quotes, move orders through approval more consistently, and track commission-related payments with less confusion.
Updated Default integrations: Zelo no longer automatically installs optional sign-in, Google, and website translation integrations during profile setup. Customers can still enable these capabilities individually when needed, keeping the default installation lighter.
Added Online product files: Customers can now download files linked to a product from the product page in your Zelo online store. The files appear in an Attachments section, and a helpful message is shown when no files are available.
Updated Product setup: The product area now uses a cleaner configuration flow. This helps keep sales and product settings consistent while you work in Zelo.
Fixed Product management: Product-related workflows now handle product records, filters, and archive actions more reliably
Fixed Module stability: Two optional modules related to recruitment surveys and event tracking for mass mailings were disabled. This reduces reliability issues and helps keep Zelo more stable while the modules are reviewed.
Fixed Website sales attachments: The website sales attachment feature is no longer enabled by default, which prevents server errors that could interrupt normal website sales activity. This makes product pages and checkout flows more stable for customers browsing or purchasing products.
Updated Delivery note translation: Italian delivery note labels and descriptions have been reviewed and refined, so forms, documents, and transportation details appear clearer and more consistent.
Updated Italian DDT translation: The Italian language support for delivery notes is now complete, so transport reasons, goods descriptions, and related DDT fields display in Italian. Users working with DDTs in Zelo now see consistent, easy-to-understand Italian labels and descriptions throughout the process.
Added Delivery note translations: Goods descriptions, transportation reasons, carrier details, and delivery note references can now be translated. This allows users to enter and display localized text on delivery documents across supported languages.
Fixed Automated module validation: The built-in checks that verify a Zelo module starts correctly now generate more accurate diagnostic details, making setup issues easier to identify
Added Delivery document testing: Zelo now includes focused automated checks for delivery document outbound transfers, helping ensure stock movements and delivery notes are processed correctly.
Updated Delivery Note translations: The Delivery Note module now has completed translations for goods descriptions and transportation reasons. Users can view delivery note details in their selected language with clear wording for boxes, pallets, loose items, sales, evaluation, and storage movements.
Updated DDT Italian translation: Delivery note screens and printed DDT labels now display in Italian for Italian users. Goods description defaults such as cartons, pallets, unpackaged, and in-sight are also localized, making shipment documents clearer and more consistent.
Added Website product attachments: Sellers can now upload files to products in the Zelo website store, and customers can download those attachments directly from the product page.
Fixed Invoice report by delivery: Invoice reports grouped by delivery now load with the correct report layout and portal access settings, so customers can view and print invoices with the expected details.
Removed Invoice reporting: An unnecessary optional dependency for grouping invoice reports by delivery has been removed from the base profile. Invoice reports remain available and behave consistently without extra configuration.
Added Invoice grouping by delivery: Invoice reports now group invoice lines by the related delivery, so billed items are organized by shipment. This makes invoices easier to read when a single invoice covers multiple deliveries and helps customers reconcile charges with the goods received.
Added Invoice report grouping: Invoice reports can now be grouped by delivery, so users can review billing documents for each shipment separately. This makes it easier to print, share, and reconcile invoices that belong to the same picking.
Removed Point of Sale apps: Point of Sale is no longer included in the standard Zelo profile, so POS screens and related sale flows are available only when the appropriate add-on is enabled. This keeps the core workspace lean while still allowing organizations to use POS when it is specifically required.
Removed Optional add-ons: Several bundled add-ons have been retired, including tools for payroll processing, stock vouchers, login page customization, and additional menu management. Customers should use the current supported Zelo modules for these capabilities, and existing core workflows remain unaffected.
Added Help documentation: The Zelo user guide now explains the menus above record tabs, including printing, duplicating, deleting, and attaching files. This helps users quickly find built-in record actions and manage related documents.
Updated User guide: The common tools guide now includes additional screenshots for posting messages from the record’s message area, showing how to send to a contact and followers or to followers only, the expanded composer, and attachment options. This makes it easier for users to learn how to notify the right people from the discussion section of a record.
Removed EU services localization: EU service-specific localization support has been removed from Zelo’s base profile. The related settings and workflows are no longer included in the standard installation, keeping the default feature set simpler and easier to maintain.
Improved Automated testing: Zelo’s automated browser checks now run against a consistent supported Firefox version. This reduces inconsistent test results and helps ensure user-facing workflows behave reliably.
Fixed Product creation: Product records now save more reliably when creating or updating products, including internal, customer, and supplier descriptions. This helps avoid errors when setting up product notes and product status.
Fixed Database update handling: Zelo now reliably reports failures during database updates when the service starts, instead of ignoring them and continuing, which helps prevent the system from starting with an incomplete update
Fixed DDT delivery note defaults: The default goods description and transportation reason now apply reliably when a DDT delivery note is created, preventing these fields from appearing blank due to unavailable default references.
Fixed Support module updates: Automatic updates for bundled support modules now include every module in the update list correctly, preventing skipped or failed updates. This makes Zelo’s optional features stay current and behave reliably after updates.
Updated Inventory management: The stock module has been refreshed to the latest release. This brings the most current inventory logic to stock movements, warehouse quantities, and related operations.
Updated Core update: The underlying Zelo core has been updated to a newer build. This keeps the main application components in sync and helps maintain consistent behavior across the system.
Updated Platform update: Zelo has been refreshed with the latest supporting component to keep related features and integrations running smoothly. This update helps maintain stable behavior across dependent business processes without requiring any action from users.
Updated Sales workflow: The sales workflow components were refreshed to improve how sales orders progress through approval, confirmation, and downstream processing.
Updated Project management: The project area of Zelo has been refreshed to include recent platform improvements, helping project teams benefit from updated behavior and fixes without changing how they use projects
Updated CRM: The CRM area has been refreshed with the latest upstream improvements, helping lead management, pipeline tracking, and customer records work more consistently in Zelo
Updated Supporting utilities: The miscellaneous tools available in Zelo were refreshed to the latest version. This update applies recent enhancements and fixes to the general-purpose features used across the system.
Updated Supporting integration: A background integration component was refreshed to a newer revision, helping connected workflows stay current and reducing the chance of small compatibility issues during daily use
Updated Supporting components: Zelo now includes the latest approved refresh of a supporting component, bringing updated compatibility and stability improvements to related workflows. This helps keep dependent features consistent and reliable without requiring any manual setup.
Updated Core platform update: Zelo’s main application core has been refreshed to the latest stable build. This keeps the platform aligned with recent improvements, helping modules, workflows, and integrations continue to operate consistently.
Updated Website features: Zelo’s website tools have been refreshed with the latest enhancements, making it easier to manage pages, themes, and published content. Businesses can continue building and updating their online presence with the newest available features.
Updated PPTS integration: The PPTS integration has been refreshed to the latest supported version. This update helps keep related workflows stable and ensures better compatibility with current Zelo features.
Updated Website module: The website component has been refreshed to the latest supported version, keeping website pages, themes, and integrations aligned with the rest of Zelo and benefiting from recent stability improvements
Updated Web interface: The core browser interface components have been updated to the latest stable revision. This helps keep forms, menus, and list views consistent and compatible across supported browsers.
Updated Social features: The social activity component has been updated to a newer version. This brings recent refinements and improved reliability to social features in Zelo.
Updated User experience: Zelo now includes the latest server-side usability updates, making common actions feel more responsive and reliable across the system
Updated Platform maintenance: Zelo’s underlying server tools were refreshed to help keep the system stable and ready for future improvements
Updated Sales workflow: The sales workflow has been refreshed to align with the latest release, helping sales teams move quotes and orders through approval and confirmation more smoothly.
Updated Project workflows: Project workflows have been refreshed with the latest project management updates, improving consistency for tasks, project records, and related documents. This helps teams keep project information current while using Zelo.
Updated Partner and contact management: The underlying support for partner and contact records has been refreshed, helping names, addresses, relationships, and related contact details remain consistent and reliable across Zelo
Updated CRM capabilities: The CRM module now includes recent enhancements and fixes, giving sales teams more reliable lead, opportunity, and pipeline tracking within Zelo.
Updated Account payments: Payment-related accounting features have been refreshed to the latest stable version, helping customer payments, refunds, and payment batches process more consistently.
Updated Invoicing: Zelo’s invoicing module has been updated to the latest supported release, bringing recent refinements to invoice handling and accounting workflows. This helps teams create, review, and process invoices with fewer unexpected issues.
Updated Financial reporting: The financial reporting area has been refreshed to a newer stable version. This helps balance sheets, income statements, and related account reports stay accurate and better aligned with the rest of Zelo.
Updated Miscellaneous tools: Zelo’s auxiliary toolset was refreshed to a newer revision, bringing in recent stability and compatibility improvements for smoother day-to-day use.
Updated Guohuadeng integration: The Guohuadeng integration has been refreshed to the latest supported version, bringing the newest available improvements and stability fixes to Zelo.
Updated System components: Zelo’s supporting extension components have been refreshed to the latest compatible version, helping ensure smoother operation and access to recent improvements
Improved User preferences: Discussion panel positioning options, including always-side and adaptable layouts, are now applied more consistently during user setup
Fixed User preference setup: Automated user onboarding steps now locate the preferences save button and profile picture controls reliably. This helps users set language, timezone, notifications, and layout options without failed saves.
Updated Interface colors: Zelo’s backend now uses a consistent neutral gray for interface elements, replacing incorrect bright blue and magenta accents. This makes screens, form fields, and controls easier to read and more visually consistent across the ERP.
Updated Theme appearance: Zelo’s backend color scheme has been refined so status badges, the side navigation icon, and animated interface cues use clearer contrast and more consistent colors. This makes the workspace look more polished and easier to read.
Updated Interface colors: Zelo’s backend now uses a refreshed color palette across links, lists, Kanban cards, menus, and tooltips. The update makes the interface more consistent and easier to read while browsing records.
Improved Automated testing: Zelo’s automated browser checks now run against a consistent supported Firefox version. This reduces inconsistent test results and helps ensure user-facing workflows behave reliably.
Updated Interface colors: Zelo now displays a refreshed color theme across the main workspace. Buttons, links, loading indicators, and search filters use the updated palette, making the interface look more consistent and easier to read.
Fixed User password change: The password update flow now works reliably, allowing users to change their account password without the action failing silently
Improved Combined invoice creation: In Zelo, creating one invoice from multiple deliveries or incoming shipments now keeps the correct unit of measure on each product line. Vendor bills created this way also avoid unnecessary reference text, making consolidated invoices more accurate and easier to review.
Fixed Interface text colors: Preformatted text in Zelo now displays with the intended color. This makes formatted text blocks easier to read and keeps the user interface visually consistent.
Août 2018
Added Main menu sorting: The main menu now lists applications in ascending alphabetical order by name, giving users a consistent and easier-to-scan navigation layout.
Improved Table appearance: Data tables now display softer, lighter solid grid lines instead of darker dotted ones. This makes lists, reports, and editable grids easier to scan while keeping row and column boundaries clear.
Removed Website theme installation: The base Zelo profile no longer includes the optional website theme installation component, keeping core ERP setup leaner and preventing unnecessary website theme modules from being added automatically.
Removed Unused module references: Zelo no longer includes several unused optional add-on links for invoicing, stock transfers, Italian delivery notes, package preparation, and website themes. This cleans up the active module set and reduces unnecessary options during installation or updates.
Added Canceled invoice numbers: Zelo now tracks invoice numbers that have been canceled and shows the canceled status on invoice records and reports. This helps users audit missing or unused numbers and prevents confusion when reviewing billing sequences.
Updated Interface colors: Zelo now applies a refreshed color scheme across the workspace. Highlighted elements, focused areas, and input fields use updated tones that improve readability and visual consistency.
Updated Interface colors: The backend theme now uses lighter alternate background colors, making tables, panels, and sections easier to distinguish and reducing visual contrast in busy screens.
Improved Table display: Table borders now appear as subtle dotted lines instead of solid lines, making list views and data screens easier to scan.
Added Cancelled stock transfers: A new Reset to Draft action lets stock managers return a cancelled transfer to draft status, so its transfer lines can be edited and processed again.
Improved Table display: Data tables now show clear borders around cells, making it easier to follow rows and columns. This improves readability of lists and report views throughout Zelo.
Fixed Product sale and purchase settings: Marking a product as sellable to customers or purchasable by the company now saves correctly, so product availability settings are no longer lost.
Updated Interface colors: Zelo’s workspace now uses a refreshed color scheme for the sidebar, list views, buttons, and chat panel. Active menus, table footers, and disabled buttons are visually consistent, making the interface easier to scan and use.
Fixed Automated testing: A small error in the internal tool that runs Zelo’s module tests in parallel has been corrected. This helps quality checks start more reliably and supports more stable Zelo releases.
Updated Core platform: Zelo’s underlying ERP platform has been refreshed to a newer stable release. This helps keep all connected modules aligned and improves overall system stability.
Fixed Automated quality checks: The automated quality-check process now correctly recognizes active modules in a Zelo installation. This makes validation of module behavior more reliable and helps prevent issues from reaching your environment.
Updated Core platform: Zelo is now aligned with the latest stable core build, bringing recent reliability improvements and ongoing platform maintenance while keeping day-to-day workflows unchanged
Added Warehouse operation cancellation: You can now cancel warehouse pickings and their related inventory moves, then reset them to draft for correction or re-entry. This gives teams more control over stock workflows and helps prevent incorrect warehouse operations from remaining open.
Added Bulk invoice creation: You can now create one invoice from multiple outgoing shipments in a single step, making it easier to bill grouped deliveries and avoid duplicate invoices.
Added Warehouse picking numbering: Zelo now supports customized numbering for warehouse picking operations, giving each picking a clear reference that is easier to track in stock movements. This helps teams keep pickings organized and simplifies follow-up during preparation and fulfillment.
Updated Zelo interface colors: The Zelo backend now uses a refreshed color palette for buttons, navigation menus, and status indicators. This makes success, warning, and error states easier to recognize while keeping the interface visually consistent.
Fixed Interface fonts: The intended font families now apply consistently across the Zelo interface, helping text in menus, forms, and reports display correctly instead of falling back to an unexpected font
Fixed Backend font rendering: The Zelo interface now applies the intended font styles correctly, so text displays with the proper weight and style across the application.
Updated Interface typography: Zelo now uses the Hack font for a cleaner, more consistent look across the app, with regular, bold, and italic styles available for body text, headings, and monospaced fields
Updated Italian translations: Italian package-related labels are now clearer in Zelo’s product, stock, and delivery areas. Users will see consistent wording for packages and delivery packages when configuring or managing shipments.
Improved User preferences: User personal settings are now reached consistently from the account dropdown. This makes it easier to update a profile photo, language, timezone, notification method, and homepage in Zelo.
Updated Interface color scheme: Zelo now uses a refreshed and more consistent color palette across common screens, with updated styling for forms, buttons, tabs, breadcrumbs, and input fields so active, selected, and required elements are easier to recognize.
Updated Application theme: The Zelo interface now uses a refreshed teal color scheme, with updated accents for buttons, links, and input field highlights for a cleaner and more consistent look.
Updated Interface theme: Zelo’s backend now uses an orange accent color for buttons, highlights, and input focus states. This gives the interface a warmer, more consistent visual style while keeping all existing features and workflows unchanged.
Updated Interface colors: The Zelo interface now uses a green accent color instead of blue, updating buttons, links, and highlighted fields for a refreshed, consistent look
Added Website crawler control: The Zelo profile now includes support for controlling search-engine crawling of website pages, so published site content can be kept out of search results where appropriate
Updated Default server configuration: Zelo now launches with fewer background workers by default, helping the application use system resources more evenly and reducing the chance of performance issues on typical deployments. Administrators can still increase the worker count if needed.
Added Website crawler control: Zelo can now prevent search engine crawlers from indexing website pages. This helps you keep selected pages out of public search results while still serving them to visitors.
Updated Website updates: Website-related Zelo components are now included in the safe automatic update process. This helps keep web pages and site features current while reducing the chance of missed updates.
Updated Core platform: Zelo’s core system was refreshed to a newer build, applying recent internal improvements for more stable and reliable daily use
Updated Website: Zelo’s website module has been updated to the latest release, bringing recent website features, content improvements, and storefront enhancements to your online experience.
Updated Core system: Zelo’s underlying platform components have been refreshed to a newer supported version. This helps keep the system stable, compatible, and ready for future feature updates.
Updated Website: The website module has been refreshed with the latest website framework updates, so public pages, themes, and site settings keep working smoothly in Zelo.
Updated User experience tools: Updated usability features that make forms, lists, and common navigation actions smoother to use in Zelo
Updated Customer relationship management: Zelo’s CRM workflows now include the latest upstream refinements, keeping lead tracking, opportunity stages, and sales pipeline views more consistent.
Updated Invoicing: The invoicing module has been refreshed to the latest stable version, so invoice creation, validation, and accounting entries continue to work reliably with recent improvements
Added Custom login page: Zelo now includes an optional enhanced login page that administrators can enable to show a branded sign-in screen. Users see a cleaner, company-styled entry point before entering their credentials, making portal access easier to recognize.
Updated Profile picture upload: You can now upload your profile photo from your personal preferences screen. Open the top-right user menu, choose preferences, and add or replace your profile image. The updated guide makes it easier to find and complete this step in Zelo.
Updated Claim follow-up: The follow-up process connected to a claim has been refined to handle cases where some required fields are missing. This helps keep the claim workflow stable and prevents incomplete follow-up records from being created.
Fixed Contact deactivation: The active/inactive button on a contact record is now located correctly. You can deactivate a contact without the action missing or being highlighted in the wrong place.
Added User preferences guide: A new help page explains how to access user preferences and customize settings such as language, timezone, home action, email and in-app notifications, email aliases, chatter position, side menu display, and default signature.
Fixed Channel messages: Writing messages in chat channels now works more reliably because Zelo refreshes the channel list before selecting the target channel
Fixed User preferences: Opening preferences from the dropdown now uses the correct user session. Layout choices such as the message panel position and side menu visibility are applied consistently after saving.
Updated Core application refresh: Zelo’s core application now includes the latest mainline build, bringing recent enhancements and stability improvements to everyday ERP operations. This helps all modules run together more smoothly and benefit from the newest platform fixes.
Updated Reporting engine: The reporting engine has been refreshed to the latest version, bringing refinements to how Zelo builds and renders reports. This helps ensure report output remains accurate and consistent.
Updated PPTS add-on: The PPTS add-on has been refreshed to a newer compatible version, ensuring it continues to work smoothly with the current Zelo environment.
Updated Web client: The Zelo web client has been updated to the latest release, bringing refreshed interface components and more reliable interactions across screens. This keeps the user experience current and helps ensure consistent navigation as you move between ERP modules.
Updated Partner and contact management: Contact and partner records now use the latest stable contact data support, making names, contact fields, and related partner details more consistent across Zelo.
Updated Italian localization: Italian localization components have been updated to the latest release, so tax rules, invoicing, and compliance features remain current for businesses operating in Italy. This refresh helps maintain accurate fiscal reporting and reduces the risk of outdated behavior.
Updated Integration refresh: The Guohuadeng integration has been refreshed to the latest supported version, helping Zelo maintain stable communication with that service. This update supports ongoing compatibility and reliability without changing day-to-day workflows.
Updated Add-on components: The bundled add-on components have been refreshed to the latest supported version, helping keep Zelo stable and aligned with recent platform improvements. This update supports smoother day-to-day operations without requiring manual action from users.
Fixed User account management: Deactivating, reactivating, and updating user preferences now works more reliably in automated account maintenance, giving administrators smoother account administration.
Added Side menu visibility: You can now enable or disable the side menu from your personal preferences. This setting lets each user choose whether the navigation panel stays visible, making the workspace easier to customize for different roles and screen sizes.
Added Delivery notes and package preparation: Zelo now supports Italian delivery notes (DDT) and package preparation workflows. You can prepare outgoing packages, track their contents, and generate the related delivery documentation without leaving Zelo.
Added User preferences: You can now open your personal settings from the user menu and choose whether to receive notifications by email or inside Zelo. You can also set the chatter position to normal or always beside the page.
Removed Obsolete support files: Old unused support components were removed from Zelo. This cleanup has no impact on sales pipelines, opportunity creation, editing, or salesperson assignment, and helps keep the system streamlined.
Added User administration role: Zelo now includes a dedicated user administration role for user setup. This makes it easier to assign the right access permissions when creating or updating user accounts.
Updated Platform base: Zelo now runs on a refreshed platform base, bringing recent core stability, compatibility, and maintenance improvements across the system
Improved Main menu navigation: Opening the main menu now skips unnecessary page refreshes, so switching between areas like Contacts, Sales, Accounting, and Inventory feels faster and more stable
Improved Workflow status alignment: Status indicators in workflow status bars are now displayed with consistent spacing in form views, making it easier to see the current stage of a record as it moves through approval, processing, or other workflow phases.
Fixed Chatter note editing: Internal notes in the chatter can now be edited reliably when they contain line breaks. Zelo now matches the note text as displayed in the browser, so the edit button is found and the note updates without manual workarounds.
Removed CRM auto refresh: Zelo no longer automatically refreshes CRM lead and opportunity list and kanban views when records are created, updated, or deleted. Users will now need to refresh the page manually to see the latest CRM activity.
Fixed CRM auto-refresh placement: The CRM auto-refresh app has been moved to its proper location within Zelo, so it loads consistently and is easier to find in the app list. Users can rely on automatic CRM updates without unexpected placement issues.
Updated Italian translations: The Italian interface now uses clearer wording for delivery orders, making stock and shipment screens easier to understand. This improves consistency across Italian language settings.
Fixed Delivery-to-invoice linking: The connection between stock operations and invoices is now available again. Users can link deliveries and receipts to their related invoices, making it easier to track which shipments have been billed.
Updated CRM auto refresh: The CRM auto refresh option has been refreshed to a new version. Lead and opportunity lists in grid and kanban views can now update automatically, so sales teams see the latest pipeline status without manually reloading the page.
Updated Side menu appearance: The side navigation now uses a lighter background with darker menu labels, giving the workspace a fresher look and making menu items easier to read at a glance
Updated Delivery notes: Delivery note processing has been aligned with the latest Zelo components, helping prepare smoother shipping, document, and logistics workflows while recent delivery-note features are being refined.
Updated Italian sales translations: The Italian label for the locked sales order status now reads “Non Modificabile,” making it clearer that the order cannot be edited.
Updated Sales profile modules: The default sales profile has a refreshed module list that no longer includes the older previous product cost component. This keeps standard sales setups aligned with current Zelo modules and reduces unnecessary dependencies.
Updated Profile contents: Membership, association, and public website membership are no longer included in the base profile by default. If your business uses these areas, they can still be enabled separately in Zelo.
Fixed Core profile modules: A small configuration issue in the base profile module could cause related Zelo modules to load incorrectly. This fix removes an unnecessary self-reference so dependent modules install and run more reliably.
Updated Module availability: Zelo’s base profile now recognizes a broader catalog of standard modules, including accounting, HR, sales, CRM, manufacturing, and payment capabilities. Administrators can enable these options more easily to match business needs.
Removed Calendar SMS: SMS notifications linked to calendar events are no longer available, so users can no longer send or schedule SMS reminders from calendar appointments
Added Point of Sale sales: Zelo now supports Point of Sale sales, allowing POS transactions to be created and tracked alongside regular sales, inventory, and customer records
Updated Active modules: Zelo’s default enabled features now include Point of Sale discount handling and restaurant workflows, along with Point of Sale caching for smoother sales sessions. Several previously included utility features are no longer active by default, helping keep the system focused on current operational needs.
Removed Hardware device integrations: Zelo no longer includes built-in support for connected point-of-sale devices such as scales, barcode scanners, receipt printers, and customer-facing screens. If your environment relied on these connections, the devices must now be managed through a supported external integration or outside Zelo.
Removed Website customer integration: The website customer feature has been removed from Zelo’s active feature set. Website visitors can no longer be automatically linked to customer records or use customer portal login through this feature.
Improved Quality checks: Automated background checks now run in a stable sequence rather than an arbitrary order. This makes results easier to review and helps ensure Zelo features continue working as expected.
Added Accounting localization: Zelo now supports a generic chart of accounts and multilingual localization. This lets companies set up standard account structures and manage localized accounting information in multiple languages.
Added EU service localization: Zelo now includes the previously missing EU service localization support. This lets customers enable region-specific service settings and keep EU-related configuration working consistently.
Removed Point of Sale enhancements: Several Point of Sale add-ons are temporarily removed from the active feature set in Zelo. This prevents unstable extensions from disrupting store operations and helps keep the core Point of Sale experience reliable. The affected capabilities can be restored after further verification.
Removed Website partner assignment: The optional website partner assignment feature is no longer enabled to prevent reliability issues. This helps keep Zelo stable and ensures partner-related workflows remain dependable.
Added Extended module support: Zelo can now activate a wider range of business modules, including options for payroll, point of sale, manufacturing, events, and Google integrations, making it easier to tailor the system to your operations
Improved Automated testing: Zelo’s quality checks now identify available modules more consistently, helping ensure updates are verified reliably before release
Updated Italian translations: Italian interface labels and menu names have been refined across several areas, including Calendar, Contacts, CRM, and Portal, so Italian users see clearer and more consistent wording throughout Zelo.
Added Online payments: Zelo now includes built-in support for multiple payment providers, including PayPal, Stripe, Adyen, and other payment services. This lets teams accept card and online payments directly from invoices, orders, or payment links, with the transaction status recorded automatically in Zelo.
Improved Module testing: Automated validation now covers all available Zelo modules, helping ensure that features work consistently in your ERP environment. This makes updates and new capabilities more reliable over time.
Removed Unused module references: We removed unused module activation entries, so the active module list now only includes features that are actually enabled in Zelo. This makes module management clearer and helps avoid confusion when reviewing available capabilities.
Updated Core system update: Zelo’s underlying core has been refreshed to a newer build, helping all modules continue running with the latest system components and supporting overall platform stability.
Updated Server authentication: Zelo’s external server authentication component has been refreshed. This helps keep API connections reliable and secure for integrations.
Updated Website features: Website-related add-ons have been refreshed to the latest compatible version, keeping pages, themes, and website workflows aligned with the current Zelo release.
Updated Third-party integration: A connected integration was refreshed to the latest supported version, helping keep its behavior stable and compatible with current Zelo modules. This reduces unexpected errors and ensures the feature continues to work smoothly within the system.
Updated Contributions add-on: The contributions package has been refreshed to the latest stable revision. This keeps the related Zelo workflows aligned with recent fixes and compatibility improvements.
Updated PPTS integration: The PPTS integration was updated to the latest supported version. This helps it work more smoothly with current Zelo features and reduces the chance of compatibility issues.
Updated Web interface: Zelo’s browser experience has been refreshed with the latest shared interface updates. This helps keep common screens, actions, and interactions consistent and reliable across the system.
Updated Social features: The social integration layer has been refreshed to a newer version, helping social feeds and collaboration tools work more reliably with the rest of Zelo
Updated User experience: Zelo has incorporated the latest shared user experience improvements across the system. These updates help keep common interface behaviors consistent and reliable across modules.
Updated Platform components: Zelo refreshed an internal server toolkit used for background processing and system utilities, helping advanced features stay reliable and easier to maintain.
Updated Sales workflow: The sales workflow has been updated to the latest supported version, keeping quote-to-order processes aligned with current Zelo behavior. This helps sales teams continue creating, approving, and tracking orders with fewer surprises.
Updated Project management: The project management area has been refreshed to the latest supported build. This update brings recent stability and usability improvements to project records, tasks, and related workflows. It helps project teams track work more reliably in Zelo.
Updated CRM module: The CRM module has been refreshed to the latest stable release, bringing recent enhancements and stability improvements to lead, opportunity, and sales pipeline management in Zelo
Updated Contract management: The contracts component has been updated to a newer release, improving reliability for creating, tracking, and renewing agreements. This keeps contract records, terms, and related workflows aligned with the latest Zelo functionality.
Updated Account payments: Zelo’s account payment functionality has been updated with the latest stable enhancements, making it more reliable when recording, reconciling, and posting customer and supplier payments.
Updated Financial reporting: The financial reporting support has been refreshed to a newer version. This keeps accounting reports aligned with current system changes and helps maintain reliable report preparation.
Updated Miscellaneous tools: General-purpose Zelo features have been refreshed to the latest stable version, bringing recent enhancements and corrections without changing how you use them
Updated Email and messaging: The email, notification, and collaboration components have been updated to a newer stable build, helping messages, threads, and related records stay consistent across Zelo.
Updated Access management: User permission checks now use the latest access management components. This helps role-based access behave more consistently across Zelo.
Updated Automated documentation: Documentation builds generated from browser workflows now include additional service name mappings, allowing required email and support services to resolve correctly during automated runs, which helps ensure generated docs are produced without connection-related failures
Fixed Guided browser actions: Corrected several screen navigation references so automated steps work reliably across calendar, CRM, user permissions, settings, and main menu areas. This helps guided flows complete actions such as creating recurring events, assigning sales access, restoring archived leads, and opening settings without unexpected failures.
Updated Documentation: The setup guide now explains how to add or remove extra module collections in Zelo. It also reminds administrators to refresh the available module list and keep the automatic update process aligned with the changes.
Added Debranding options: Zelo now includes additional debranding support for a cleaner, more personalized interface. You can now hide or replace default branding elements across menus and screens, making the system feel more aligned with your company identity.
Updated Italian translation: Italian interface labels for calendars, meetings, and navigation are now clearer and more consistent. Users working in Italian will see improved wording across menus, forms, and module names, making scheduling and finance-related options easier to understand.
Fixed Customer and supplier selection: The customer and supplier checkbox controls on contact records now target the correct fields in sales and purchase views. This makes qualifying contacts as customers or suppliers work more reliably.
Updated Automated browser checks: The automated browser checks were adjusted to skip certain module-specific tests. This makes Zelo’s quality checks run more consistently and reduces unrelated failures.
Fixed Add-on installation: Broken references to unavailable add-on packages were removed. Zelo can now install and update its add-on set more reliably without errors.
Removed Debranding add-ons: Zelo no longer includes the built-in debranding and project-specific appearance modules. The web interface, website, and app settings now rely on the standard Zelo branding and module configuration, giving a cleaner and more consistent setup.
Updated Italian settings translations: Italian users now see clearer setting labels across accounting, inventory, purchasing, sales, projects, website sales, and access permissions. These wording updates make Zelo menus and configuration screens easier to read without changing underlying functionality.
Added Performance diagnostics: Zelo now includes a controlled diagnostic mode for support teams. It runs a single-threaded instance to help identify slow operations and tune system responsiveness.
Fixed Technical feature menus: Technical menus are no longer hidden by a permissions mixup, so users who have access can see them without enabling debug mode. This makes advanced Zelo features easier to find and use.
Updated Italian language support: Developer mode and related technical feature labels now display consistently in Italian, helping users recognize advanced settings in Zelo
Added Advanced mode: Administrators can now enable advanced mode from the user menu. This makes extra technical settings available for configuration and troubleshooting in Zelo
Updated Advanced mode: Zelo no longer automatically switches to advanced mode when opening CRM settings, email alias setup, sales channel setup, or general settings. Administrators now stay in the standard interface unless they explicitly enable advanced mode, which makes these configuration screens clearer and less likely to show extra technical options.
Updated Technical features visibility: Zelo now shows technical features without requiring debug mode to be enabled. Users with the right access can see detailed system options directly in the interface, which makes advanced settings easier to find and configure.
Improved CRM lead activation: Zelo now verifies that the Lead option appears under Opportunities after enabling lead tracking in CRM settings. This helps confirm the setting was applied correctly before using lead management features.
Updated Core platform: Zelo’s core has been refreshed to the latest supported build. This brings recent maintenance and stability improvements to the ERP platform. Users can continue with their existing workflows while benefiting from a more consistent and up-to-date system.
Updated Website experience: Zelo’s website components have been refreshed with recent design and usability refinements. Editors can now create and publish pages with a more consistent look, while visitors get smoother navigation and more reliable page rendering.
Updated Supporting integration: A background integration component was refreshed to the latest stable release. This helps related data exchanges run more reliably in Zelo.
Updated Web experience: The core web interface components have been refreshed to provide smoother navigation and more consistent behavior across Zelo screens
Updated Server tools: The internal server utilities used by Zelo have been refreshed to improve stability and keep administrative tools working reliably across the platform
Updated Payments: The payment processing area has been refreshed to a newer stable version, improving how payment methods and payment records are handled. Teams can now create and reconcile payments more consistently in accounting.
Updated Financial reporting: The accounting financial reporting area has been updated to the latest version, helping ensure financial statements and related reports are generated with current templates and calculations. Users can now rely on more accurate and up-to-date reporting when preparing books and management reports.
Updated Bank payment processing: The payment provider integration has been refreshed to a newer release. This helps keep bank payment processing stable and compatible with current Zelo updates.
Updated Add-on package: The bundled add-on package has been refreshed to the latest supported version, bringing recent enhancements, bug fixes, and compatibility improvements into Zelo
Updated Access management: User access and permission controls have been refreshed to the latest version, helping Zelo apply module access consistently and keep role-based permissions in sync
Fixed Incoming email import: The first email in a newly connected mail server is now imported correctly, even when no messages have been processed before. This resolves a rare issue where the earliest message could be skipped during automatic email syncing.
Fixed Product setup automation: Automated product creation and editing now work more reliably when applying saleable and purchasable settings. Supplier details are also entered correctly during product setup in Zelo
Updated Italian interface wording: Italian users now see clearer labels in scheduling, messaging, and project areas, such as Meetings, Notifications, and Highlighted. These updates help users more easily recognize where to manage appointments, system alerts, and messages saved for later review.
Added Chatter note editing: Screenshots now guide users through editing an internal note in a record’s discussion area, including opening the note editor, reviewing the note’s edit history, saving changes, and locating the edit button
Added Chatter note editing guidance: New screenshots now help users find and edit internal chatter notes, review the note’s history, and identify the edit button after saving.
Added Internal note editing: You can now edit an internal note in the chatter of a record, update its text, and save the change. This makes it easier to correct or refine notes without deleting and re-creating them.
Improved Product validation: Product-related validation checks now run more consistently, helping Zelo catch product workflow issues earlier. This gives customers greater confidence that product settings behave as expected.
Improved GDPR data download: You can now retrieve the personal data export requested through Zelo’s GDPR data request. The download includes the customer’s stored personal information, making data portability requests easier to complete.
Added Manual email retrieval: Incoming email can now be pulled immediately by manually running the email fetch service, so users can confirm that new messages are imported without waiting for the scheduled interval
Updated App installation: The standard setup no longer forces apps to be installed only from the Settings area. Users with the right permissions can now use the normal app installation flow without that extra restriction.
Updated Core application: The main Zelo application has been refreshed to the latest core build, bringing recent stability fixes and platform improvements across connected modules. This includes updates to shared services that help keep reports, workflows, and integrations running smoothly.
Updated Website features: Zelo’s website components have been refreshed to the latest stable set, bringing recent usability improvements and reliability fixes to company websites and online pages
Updated Integration update: A bundled integration package has been updated to a newer version, helping keep related Zelo workflows stable and compatible.
Updated Contributed modules: The bundled third-party contribution modules were refreshed to a newer version, bringing recent fixes and compatibility improvements into Zelo. This keeps the available contributed features aligned with the latest supported updates.
Updated Web experience: The browser-based Zelo interface has been refreshed with a newer web foundation. This brings general stability improvements and bug fixes to everyday screens and interactions.
Updated Social integrations: The social media integration components have been refreshed to keep Zelo’s posting and sharing features stable and compatible with current services. Users can continue to connect social channels and publish updates with fewer unexpected issues.
Updated Interface enhancements: Zelo’s shared user-experience components have been refreshed to keep common screens, interactions, and usability improvements consistent and reliable across the system
Updated Account payments: The payments component was refreshed to keep payment records, bank statements, and reconciliation flows aligned with the latest accounting behavior, helping ensure payment processing remains stable and consistent across Zelo
Updated Financial reporting: The financial reporting components have been updated to the latest supported version, helping accounting statements stay accurate and consistent. Balance sheets, income statements, and related reports now use the current reporting logic for more reliable results.
Updated Analytic accounting: The analytic accounting component has been refreshed to the latest revision. Analytic tags should now apply more consistently to accounting entries, improving cost and revenue tracking.
Updated Niboo integration: The Niboo accounting integration has been updated to the latest community version, improving compatibility and helping ensure smoother synchronization of accounting data with Zelo
Updated Miscellaneous add-ons: The miscellaneous utility modules have been refreshed to the latest supported build, keeping optional tools in sync with the current Zelo environment
Improved Maintenance timing: Zelo now records timing details during automated maintenance. This helps our team spot slow steps and tune future updates for smoother operation.
Fixed Automated quality checks: A small naming issue in the automated browser checking helper was corrected. This ensures the system reports the correct message when an automated check does not find the expected log entry.
Improved Automated testing: Automated browser-based quality checks now initialize more reliably, reducing the chance of false failures during testing
Removed Sales profile setup: The standard sales profile no longer includes a legacy invoicing task and related sales order type setup. This removes a component that was causing automated quality checks to fail, making sales profile maintenance and upgrades more stable.
Removed Sales order types: The standard sales profile no longer includes the sales order type feature. This keeps default sales setups stable and avoids a component that could cause reliability issues.
Added Log message verification: Automated tests can now check Zelo log files for expected messages and log levels. This helps confirm that important actions are recorded correctly and can detect missing or repeated entries.
Updated Core system: The main Zelo application has been refreshed to the latest stable core, bringing recent reliability improvements and bug fixes across connected modules
Updated Website builder: The website builder has been refreshed to the latest compatible release, with updated themes, layout blocks, and public page rendering for a more polished company website.
Updated Future Lens: The Future Lens module has been refreshed to the latest available version, applying recent improvements and ensuring it remains compatible with the current Zelo environment.
Updated Contributions add-on: The bundled contributions add-on has been refreshed to the latest available revision, helping keep Zelo current with recent compatibility and stability improvements.
Updated Point of Sale: Zelo’s Point of Sale area has been refreshed to the latest compatible version. This helps maintain stable POS behavior and keeps the module aligned with current platform components.
Updated Web interface: The web interface has been refreshed with the latest stability and usability improvements, helping pages load more consistently and forms behave more smoothly.
Updated Social integration: The social features have been refreshed to a newer release, improving compatibility with current Zelo capabilities and helping sharing, notifications, and related social actions work more reliably
Updated User experience tools: The user-experience toolkit was refreshed to keep common list and form view behaviors aligned with the latest supported version. This helps maintain consistent interactions across Zelo modules.
Updated Core system components: Zelo now includes a refreshed set of server-side utilities, helping keep administrative and background operations more consistent and reliable.
Updated Project management: The project management area has been refreshed with the latest supported project components, helping tasks, milestones, and project records behave more consistently.
Updated Contact management: Customer and vendor contact records now use the latest supported contact data handling, making contact details easier to keep accurate and consistent
Updated Contract management: The contracts area has been updated to the latest stable revision. This helps keep contract workflows reliable and compatible with recent Zelo system changes.
Updated Utility modules: Zelo’s optional utility modules have been updated to the latest build. This keeps shared tools aligned with the current platform and helps ensure recent improvements are available where you use them.
Updated Messaging features: The underlying messaging components have been refreshed to the latest stable release, bringing recent enhancements and stability fixes to message threads, notes, and communication-related actions across Zelo. This helps ensure messaging and notification-related workflows remain reliable and consistent.
Updated Interface theme: The application’s visual theme has been updated to the latest version. This helps keep the look and layout of Zelo screens consistent and current.
Updated Access permissions: The access control component has been refreshed so role-based permissions and application visibility remain consistent with the current Zelo release
Added Product manual: The product manual now includes clearer steps and screenshots for creating and configuring products. It also covers setting up product images, sales options, and product-specific email templates in Zelo.
Fixed Product search by description: Product searches by description now work reliably. Users can enter a description in the product list search field and see the expected matching products.
Added Product search validation: Automated checks for product search now verify that products can be found by description. This helps ensure customers and staff can locate items using descriptive text in search results.
Added Product search: You can now locate products by their description using the product list search, making it easier to find the right item in large catalogs. This helps teams quickly identify products when creating quotes, sales orders, or inventory records.
Added Email delivery checks: Zelo now includes automated checks for mail sent to incorrect addresses and for receiving mail issues. These checks help identify misconfigured email addresses or delivery problems earlier, making email-dependent processes more reliable.
Fixed Personal data requests: The self-service options for downloading or deleting personal details and shipping addresses now work reliably after recent translation changes, ensuring GDPR data requests complete successfully without unexpected errors.
Added Italian translation: Key product and search labels in Zelo are now translated into Italian, so Italian-speaking users can work with familiar terms in the product and search screens
Added Product email templates: You can now create email templates for specific products from the product’s sales settings and set up generic product email templates with dynamic placeholders. This lets sales teams send personalized messages that automatically include customer and product details.
Fixed Archived lead restoration: Restoring archived CRM leads now works reliably after the archive action label was changed, so users can return inactive leads to the active list without issues.
Fixed Incoming email processing: Zelo now checks email status flags before downloading the full message from the server. This keeps read, unread, and other message flags accurate during import.
Fixed CRM lead actions: Zelo now correctly recognizes the updated CRM labels used for lead tags, archiving, and restoring leads, helping lead-related actions work smoothly without unexpected errors.
Fixed Email import: Incoming emails that fail to import are no longer automatically marked as read. This helps users spot problematic messages in the inbox and follow up without losing track of them.
Fixed Email inbox synchronization: Email fetching now processes IMAP message identifiers correctly, so Zelo is less likely to skip or reprocess messages when syncing connected mailboxes.
Improved Email fetching: Incoming email synchronization now uses the mailbox’s message identifiers directly to track processed messages. This makes email fetches more reliable and reduces the chance that old emails are processed again after a mailbox or provider change.
Updated Incoming email: Zelo now identifies incoming messages using IMAP message identifiers, which makes email import more reliable and lets you manage processed messages from your normal email client. POP mail servers are no longer supported.
Improved Email fetching: Incoming email syncing now handles mailbox identifier changes more consistently, helping Zelo avoid reprocessing old messages when an email account is reset or changed
Fixed Email inbox syncing: Zelo now updates read and unread status for fetched emails using stable email identifiers, so incoming mail is marked correctly even when the mailbox changes between fetches. This reduces the chance of emails being treated as new or skipped during automatic mail retrieval.
Fixed Mail import: As a temporary safeguard, Zelo no longer changes the read or unread status of messages on connected mail servers while importing them, helping prevent emails from being incorrectly marked as read if an email fetch fails or is interrupted.
Fixed Email synchronization: Incoming mail connections now compare mailbox validity markers using consistent numeric values, reducing false changes and helping Zelo fetch new messages without unnecessary reprocessing
Fixed Email inbox synchronization: Incoming email retrieval now handles mailbox identity changes more reliably, preventing missed or duplicated messages after a mailbox is recreated or the email provider changes. The system also records which mail server experienced the change, making it easier to diagnose fetching issues.
Fixed Email syncing: Incoming email imports now work more reliably because Zelo correctly reads the mail server’s mailbox validity identifier, preventing sync issues after a mailbox is reset or changed
Fixed Email inbox sync: A clearer warning is now recorded when an email account’s message identifiers change, making it easier to diagnose issues with fetching new emails
Fixed Email import: Incoming email import now uses stable mailbox identifiers instead of temporary message references, helping Zelo detect mailbox changes and avoid missing or duplicating emails during synchronization
Fixed Incoming email sync: Email fetching now uses stable mailbox message identifiers, reducing the risk of missing or duplicating emails when the inbox changes. This makes automatic email import into Zelo more reliable.
Improved Email synchronization: Incoming email processing now includes clearer internal logs, making it easier to trace which emails have already been processed, which are available in the inbox, and which are being imported into Zelo
Fixed Email import: Incoming emails that fail to import are now marked unread on the mail server, so they are not treated as processed and remain available for review or retry
Fixed Incoming email processing: Emails are no longer marked as read when automatic processing fails, so failed messages remain visible in the connected mailbox and can be retried or investigated instead of being silently treated as handled.
Fixed Incoming email sync: Incoming mailboxes now handle empty message identifiers safely, so email fetching and duplicate detection continue working without interruptions
Fixed Email fetching: Incoming email checks now read mailbox message IDs correctly, so Zelo can detect and process new incoming messages from IMAP servers more reliably
Fixed IMAP email fetching: Incoming emails are now detected and imported more reliably from IMAP mailboxes, reducing missed messages during synchronization
Fixed Incoming email import: Zelo now saves the list of processed email identifiers after each successful import, helping prevent duplicate records if the import is interrupted
Improved Email fetching: Zelo now stores email-processing tracking information in a more robust binary format. This helps the system remember which inbox messages have already been imported and reduces the chance of duplicates or missed emails.
Fixed Email fetching: Zelo now records processed mailbox messages in a compatible format, so incoming email synchronization works reliably without errors
Fixed Incoming email processing: Emails from connected mail servers are now marked as processed only after Zelo has safely saved them to the database. This helps prevent messages from being treated as handled if the save step is interrupted, reducing the risk of missed or duplicate emails.
Fixed Incoming email fetching: Zelo now marks fetched emails as read on the mail server only after they are processed successfully. Messages that fail to process remain unmarked, so they are not hidden from the mailbox and can be retried during a later sync.
Fixed Email import tracking: Zelo now safely stores the list of already-processed IMAP email identifiers. This helps email servers detect new messages reliably and reduces the risk of duplicate or missed email imports.
Fixed Company data entry checks: Automated checks for entering the company city now target the correct field. This helps keep the company setup process reliable and accurate.
Fixed Incoming mail server: A typo in the mail server configuration module has been corrected, so Zelo can reliably connect to configured IMAP or local mailboxes and fetch new emails into the right records.
Added Incoming email processing: Zelo now tracks processed emails using stable IMAP identifiers, which helps avoid missed or duplicate messages. POP-based mail accounts are no longer supported, so incoming email should use IMAP or local mail processing.
Fixed Sales channel sample data: Sample sales channel records now use the correct expected closing period label, keeping test data aligned with sales pipeline views
Added Product email template: You can now create a specific email template for a product from the product’s sales area, making it easier to prepare tailored sales messages for customers
Updated Italian translations: Italian labels across accounting, sales, inventory, purchasing, and point-of-sale screens are now more consistent, helping users read menus, forms, and documents with clearer terminology.
Fixed Calendar event duration: Calendar events now correctly clear the all-day setting when that option is removed. This keeps event durations accurate after saving.
Fixed Italian location data: The built-in Italian ZIP code dataset is now corrected, so postal codes, city names, and region assignments load consistently in Zelo. Address details should now import and display more reliably for Italian locations.
Improved Service shutdown: Zelo now gives the server more time to stop cleanly during a restart, reducing unnecessary warning messages. It also starts without an extra authentication helper by default, making setup simpler and more secure.
Fixed Contact address creation: Adding billing, warehouse, or other addresses to an existing contact now works correctly, ensuring the new address details are saved to the right contact record.
Added Note manual: The notes manual now explains how to mark a note as completed, helping you quickly track finished tasks and follow up on open items
Fixed Customer contact creation: Adding a contact to an existing customer now completes correctly. You can enter the contact name, job title, email, and mobile number and save the record without the form failing.
Added Note completion flag: You can now mark a note as completed with a single check action. The note status updates immediately, making it easier to see which notes are finished and which still need attention.
Fixed Product restoration: Restoring an archived product now completes the process correctly by setting the product back to active, so it can be selected and used again in Zelo
Added Product archiving: You can now archive products to remove them from active selection lists while preserving their data, and later restore them to make them available for normal use again. Archived products can be located using filters, and restoring them returns them to the active product catalog.
Added Product archiving: You can now archive products to remove them from active selection lists while preserving their data, and later restore them to make them available for normal use again. Archived products can be located using filters, and restoring them returns them to the active product catalog.
Updated Italian contact labels: Italian translations for contact-related settings now show clearer terms for contact titles, partner titles, and contact tags. Users working in Italian see more consistent labels when creating or managing contacts and their tags.
Added Message editor Italian language support: The message editing and history interface now displays labels, buttons, and notifications in Italian. Italian-speaking users can read and manage edited messages more clearly while keeping the same edit tracking behavior.
Added Product management: You can now attach files to a product, duplicate an existing product to create a similar item quickly, and delete a product directly from the product form. These actions make it easier to manage product records and keep your catalog organized.
Fixed Company address autocomplete: The city autocomplete field in My Company data now accepts the selected value correctly, so company addresses save without manual re-entry. This makes setting up or updating company details more reliable.
Added Italian translations: Address and city-related screens in Zelo now display Italian labels, including city, country, and contact address fields. This helps Italian users configure city suggestions and manage contact addresses more easily.
Updated Message editing: The edit option now appears only for internal notes, so users can update private notes while public messages remain read-only
Removed Website theme: The Flexible website theme has been removed from the selectable website themes. If your site was using this theme, choose another available theme to maintain your public site design.
Added Message editing: You can now edit messages and notes directly in the chatter. This lets you correct typos or update information after posting, without deleting and re-creating the entry.
Updated Message edit icon: The message editor now displays a pencil icon for editing messages. This visual update makes it easier to spot where you can click to revise a message in Zelo.
Updated Core platform: Zelo’s core platform has been refreshed to the latest stable baseline. This helps keep your workspace aligned with recent platform-level changes and supports consistent behavior across modules.
Updated Website components: Zelo’s website-related features were refreshed to a newer release, keeping your online storefront and company pages aligned with the latest website improvements and compatibility updates.
Updated Sythiltech integration: Zelo now includes the latest Sythiltech module updates, helping keep connected features current and more reliable for day-to-day use
Fixed Message editor: The message editor now opens correctly when you choose to edit a message, resolving a mismatched reference that could prevent the edit screen from loading
Updated Message editor cleanup: The message editor module has been streamlined by removing unused internal pieces. This makes message editing and history support easier to maintain while keeping the existing editing experience intact.
Updated Message editing: The message editing app now has refreshed app details and updated chatter templates. Users can continue to revise their own messages and internal notes directly from the conversation area, with clearer in-product information.
Updated Message editing: The underlying component that powers editing of messages and internal notes has been renamed internally to match Zelo naming conventions. This maintenance change keeps the same functionality and does not affect how users create, edit, or save messages.
Fixed Activity filters: The activity filter menu now selects the correct filter options more reliably. You can now narrow your activity list to My Activities, Overdue, Today, or Future without the filter failing to apply.
Updated Message editing module: The module that lets you edit messages in Zelo has been renamed to align with the current message editor experience. No user-facing settings or workflows change, and editing, history, and composer features continue to work as before.
Fixed Activity filter navigation: Activity filters now open correctly in the Italian interface, and the translated filter names for My, Late, Today, and Future Activities work as expected. This fixes broken filter selection and inconsistent wording in the activity view.
Added Product inventory and notes: You can now configure replenishment options for products and add internal, customer, and supplier notes directly on the product profile, making stock planning and product details easier to manage
Added Product billing schedule: You can now open the product billing schedule directly from the product profile. This makes it easier to review and confirm billing-related settings for storable, consumable, and service products without leaving the product form. The billing schedule view can also be saved after you finish reviewing it.
Added Product inventory schedule: You can now configure inventory scheduling for products and set the sellable and purchasable options more reliably, so availability settings are saved exactly as expected
Removed Product tags add-on: The separate product tags extension has been removed from Zelo. Product tagging is now managed through the standard product catalog functionality, keeping the product setup simpler and easier to maintain.
Updated Italian translations: Italian interface wording has been refined for common actions and labels across accounting, events, messaging, and sales, making the user experience clearer and more consistent for Italian users.
Updated GDPR data download requests: The personal data download request check has been temporarily paused while the download workflow is being stabilized, so other GDPR request checks such as data deletion continue to run consistently
Updated Product tags installation: Product tags are now installed from the updated module source, making the feature install and update more reliably. Customers can continue assigning tags to products and filtering product lists without any visible change.
Added Message editing: You can now revise previously posted messages in Zelo instead of deleting and reposting them. The edit option is available in the message composer and message history, and updated content is saved back to the related record.
Updated Core platform: Zelo’s core application has been updated to the latest stable build, bringing recent platform improvements and reliability fixes to all connected modules. This helps keep the broader ERP experience consistent and up to date.
Updated Website experience: Zelo’s website-related features have been refreshed to the latest supported components. This keeps website building, publishing, and ERP-connected content working consistently with the rest of the system.
Updated Integration components: An external integration component has been refreshed to the latest supported version. This improves stability and compatibility with current Zelo features, helping connected services work more reliably.
Updated System components: Zelo’s underlying integration components have been refreshed to the latest supported version. This helps keep connected features stable and compatible with the current platform.
Updated Report generation: Zelo’s reporting engine has been refreshed to the latest build. This helps reports, previews, exports, and printed documents stay consistent with the rest of the system.
Updated Web interface: The underlying web toolkit used by Zelo’s browser screens has been updated to improve stability and compatibility with modern browsers, helping pages, lists, and forms load and respond more reliably.
Updated Social integration: The social connectivity components in Zelo have been refreshed to a newer supported version, helping keep social posting, sharing, and feed features stable and compatible with the latest platform updates
Updated User experience tools: Zelo’s interface enhancements have been refreshed to the latest release, bringing recent usability refinements and improved consistency to everyday screens.
Updated Server maintenance tools: The internal server maintenance components have been updated to a newer stable release. This helps keep administrative operations and background processing more reliable in Zelo.
Updated Project management: Zelo’s project management features have been updated to the latest release, providing a more stable and consistent experience for creating and tracking projects, tasks, and related records
Updated Contact records: Partner and contact management has been refreshed with the latest contact module updates, bringing current fixes and refinements for managing customer, vendor, and employee contact details
Updated Core utilities: The supporting toolset has been refreshed to keep Zelo stable, maintainable, and aligned with recent platform improvements
Updated Supporting modules: Zelo now includes the latest updates to its supporting application packages. This helps keep the system current with recent enhancements and stability fixes across the platform.
Improved Database connection limits: Zelo now allows up to 64 simultaneous database connections by default, giving more users and background processes room to work at the same time. This helps larger teams experience fewer connection bottlenecks during busy periods.
Added Product purchase details: The product profile now includes a purchase section where you can view and update supplier purchase settings, including the selected supplier, minimum order quantity, and purchase price. This makes it easier to manage buying information directly from the product record.
Added Product sales schedule help: A new screenshot now illustrates the product sales schedule area. This helps you quickly locate the sales schedule details on a product and understand how to use them.
Updated Product sales schedule: The sales schedule section inside a product profile now has clearer labeling, making it easier to locate and review product sales details.
Added Product sales details: You can now open the Sales section directly from a product profile. This makes it easier to review and update sales-related fields, such as selling price and sales unit, while managing the product.
Added Product sales schedule: You can now open the sales schedule directly from the product profile, making it easier to review and manage sales-related details. The sales section is opened consistently and saved as part of the product editing flow.
Updated Italian language support: Italian labels and wording across sales, purchasing, inventory, projects, HR, and general settings were refined for clearer consistency, so users now see more natural Italian text throughout Zelo.
Fixed Checkbox controls: On/off options now save in the intended state instead of accidentally toggling back. This makes all-day event settings, recurring event options, and CRM lead activation behave more consistently.
Updated Italian translations: Zelo’s Italian language support has been refined with clearer labels, messages, and help text across many business areas. Users working in Italian now see more natural and consistent wording in forms, reports, and customer-facing pages.
Added Product manual: The product guide now includes helpful links and screenshots that walk users through accessing the product catalog and creating new products. It also shows how to enable product settings such as multiple units of measure and product information emails, making product setup easier to follow.
Fixed Product creation: Automated product creation now correctly enters cost, sales unit of measure, and purchase unit of measure values, so new products are created with the right pricing and measurement settings
Fixed Product and contact forms: Product creation and editing now handle product details more reliably, and contacts can be qualified as customers or suppliers without missing selections.
Updated Italian product tag wording: The Italian interface strings for product tags have been refined, including the help text that explains how to hide a tag without deleting it. Italian users will now see clearer wording when managing product tags, making the product catalog more consistent and easier to read.
Added Product tags: You can now add reusable tags to products and use them to group, filter, and identify product records across Zelo. This makes it easier to organize catalogs and find the right items without relying only on names or categories.
Improved Supplier and product setup: Zelo now includes additional automated checks for creating suppliers, configuring product settings, and setting up products. These checks help ensure that supplier records, product options, and common product types work consistently during routine maintenance.
Added Product image upload: You can now upload a product icon or image from the product form. The picture is saved with the product record and helps teams recognize items more quickly in lists and reports.
Fixed Test database setup: The internal testing environment now supports parallel quality checks more reliably by allowing a higher number of database connections. This helps validation of Zelo features run smoothly without connection-related interruptions.
Compatibility Product setup: Zelo no longer depends on an unavailable product tagging component. This keeps product-related features stable and prevents missing-module issues during setup.
Updated Upgrade testing: Zelo’s upgrade checks now target the latest release. This helps verify that customers can move smoothly to the newest version.
Improved Installation setup: Zelo now installs required system packages from an Italian mirror, making setup faster and more reliable for deployments in Italy
Added Product creation: You can now create a product in Zelo with its core details in one flow, including name, product type, category, internal reference, sale price, cost, and units of measure. This makes it easier to keep product master data complete and consistent across sales, inventory, and purchasing.
Updated Italian contact labels: The Italian interface now displays “Contact Tags” and “Sectors of Activity” in the correct plural form, making it easier to find and manage contact categories and business sectors.
Updated Italian translations: Italian labels, field names, and help texts in Contacts and related areas are now clearer and more consistent, making it easier to read payment terms, fiscal information, and other interface messages in Zelo
Added Product samples: Zelo now includes sample storable, consumable, and service products with pricing, units, suppliers, and descriptions, giving teams a ready reference for checking product records and workflows
Improved Database connection limit: Zelo now uses a lower default maximum for simultaneous database connections, right-sized for typical deployments. This reduces unnecessary connection usage while still providing enough capacity for normal workloads, helping keep the system stable and efficient under load.
Fixed Activities menu navigation: We corrected an automated test that validates the main menu link to Activities, so the check now confirms the correct page opens and helps keep menu navigation reliable.
Fixed Activity sidebar shortcut: The Planned Activities icon in the main sidebar now opens correctly, so users can reliably access their scheduled activities from the navigation menu
Improved Database connections: Zelo now supports up to 1,000 simultaneous database connections, helping busy workloads and multi-user sessions stay responsive without hitting the previous 100-connection limit
Updated Core platform: Zelo now includes a recent core update that brings in a stability fix, helping the system behave more consistently across modules
Updated System core: Zelo has been refreshed with a newer core system build. This keeps the platform current with the latest stability and compatibility improvements for everyday operations.
Updated Website features: The website-related parts of Zelo have been refreshed to the latest stable component version, bringing recent website improvements and fixes into your installation
Updated Sythiltech integration: The Sythiltech add-on has been updated to its latest supported revision. This keeps its workflows and data exchanges aligned with the current Zelo environment without requiring any action from you.
Updated Web interface: The browser interface now uses the latest supported web components, helping screens load and respond more consistently across Zelo modules
Updated Logistics workflow: The inventory and logistics workflow area has been refreshed to a newer supported revision, helping stock transfers and related warehouse operations run more consistently
Updated Project management: The project area has been refreshed with the latest upstream improvements, keeping project tracking, task workflows, and related tools up to date
Updated Contract management: Contract records now run on the latest contract engine, so contract details, dates, and related billing information stay more consistent and reliable
Updated Invoicing: The invoicing module has been refreshed with the latest account-invoicing updates. This helps keep invoice processing, validation, and accounting integration current and reliable.
Improved Automated testing: Automated checks that toggle option checkboxes in settings, email, and chat notification flows now retry briefly if a selection is not registered, making test results more consistent and reducing false failures
Juillet 2018
Added Product information coverage: Zelo now includes a more complete product data structure for testing, covering fields such as name, tag, category, barcode, price, cost, suppliers, measurements, and descriptions. This helps ensure product records are created and validated with the same level of detail customers use.
Added Product settings reference: A new screenshot was added to help users locate the sales-related product configuration area in Zelo. It highlights where product-specific email options are enabled, making it easier to verify settings before using product communication features.
Updated Customer and supplier qualification: The customer and supplier options on the contact form now use clearer labels in Sales and Purchasing. This makes it easier to mark a contact for sales or purchases and helps Zelo recognize the correct option when saving the change.
Updated Contact qualification: The qualification flow for contacts now matches the current customer and supplier labels on the Sales & Purchases tab. Users can continue to mark contacts as customers or suppliers and save the change without the step failing because of outdated wording.
Updated Italian translations: The Italian interface has been refreshed across contacts, accounting, CRM, HR, sales, and maintenance, so menus, fields, and messages display more naturally.
Added Product configuration: You can now open the relevant product configuration area in Zelo and enable support for multiple units of measure and product-specific email templates. This helps teams prepare products for orders that use different packaging sizes or need customized customer emails.
Updated Automated browser actions: Checkbox selections made by automated browser actions now leave a diagnostic log entry, which helps support teams trace workflow behavior and resolve issues more quickly
Improved Password reset setting: The option to allow password reset from the login page now updates more reliably. Zelo now checks that the checkbox is actually enabled before saving, so the setting reflects your choice.
Improved Supplier contact setup: Supplier contacts are now created and validated more consistently. This helps ensure they are correctly marked as suppliers and not accidentally marked as customers. The change improves the reliability of supplier records in the Sales & Purchases area.
Updated Navigation testing: Automated checks that open Zelo modules now use the sidebar navigation. This keeps the verification aligned with the current interface and helps confirm that module shortcuts continue to work reliably.
Added Catalog and product navigation: You can now move from Sales to Catalog and Products more directly, making it easier to locate and work with product information in Zelo.
Added Lead city autocompletion: When entering address details for a sales lead, Zelo now suggests matching city names based on the street and postal code, making CRM data entry faster and more consistent.
Improved Setup automation: Automated setup and maintenance operations now run more efficiently with faster task execution and smarter system data collection, helping Zelo installations and updates finish more quickly.
Added Italian inventory features: Zelo now includes Italian translations and enhanced inventory workflows for barcode-assisted picking, automatic packing-entry completion, backorder and return visibility, and invoice links. Warehouse users can complete transfers more accurately and review related documents in Italian.
Added Product tags and cost visibility: You can now assign tags to products for easier organization and see previous purchase cost details when reviewing sales or purchase records. These new options are also available in Italian, making them easier for Italian-speaking users to work with.
Updated Upgrade validation: Automated upgrade checks now target the latest Zelo release. This helps ensure upgrades complete reliably and that customer data moves correctly.
Updated GDPR testing: Automated data-protection checks are temporarily paused while they are being finalized, allowing completed privacy-related checks to continue running reliably
Fixed Attachment upload validation: Automated checks now reference the correct sample attachment, ensuring upload behavior for records and data requests remains reliably verified. This helps keep attachment uploads working as expected across related workflows.
Fixed Activity filters: Filters such as My Activities, Late Activities, Today Activities, and Future Activities now work more reliably, helping users quickly narrow their activity list without unexpected interruptions
Updated Default profile stability: The default Zelo profile no longer enables a small set of modules that were failing automated quality checks. This keeps the standard installation more stable while those areas are reviewed.
Fixed Automated testing: A test document filename was corrected so automated checks can find the expected sample file. This helps ensure Zelo features are verified reliably before updates are released.
Improved Upgrade validation: Automated upgrade checks now cover the latest release, helping ensure Zelo updates install smoothly and existing data remains intact.
Improved Background quality checks: Routine validation and syntax checks now run on local workers instead of the shared worker pool. This reduces overall worker usage during automated testing and helps keep background checks from competing with other processing resources.
Improved Startup readiness checks: Zelo now waits for the web service to respond before continuing. This helps restarts and updates complete more reliably without premature connection errors.
Updated Upgrade validation: The upgrade check now targets the newest release, helping ensure that Zelo updates apply smoothly and your records remain consistent during the upgrade.
Updated System setup: Zelo’s setup and upgrade process has been refreshed to make installations and database updates more reliable. If a setup step fails, administrators now receive useful diagnostic details to identify the issue faster.
Added Default profile: The default Zelo profile now includes a wider set of standard apps for sales, purchasing, inventory, HR attendance, timesheets, and website features. Users can access these core workflows immediately after setup without manually installing each app.
Updated Core application: The main Zelo application package has been refreshed to a newer internal version, keeping the platform aligned with the latest core baseline. This helps maintain stability and prepares Zelo for future improvements without changing day-to-day workflows.
Updated Third-party integration: Zelo now uses the latest compatible integration package. This helps keep connected features stable and ready for supported updates.
Updated Web interface: The core web experience has been updated with the latest shared interface components. This helps forms, lists, and dialogs behave more consistently across Zelo.
Updated Project management: The built-in project tools have been refreshed with the latest updates, improving how projects, tasks, and milestones are tracked and maintained.
Updated Financial reporting: Zelo’s financial reporting tools were refreshed to keep accounting reports current and compatible with the latest accounting features. Users can continue to generate reliable balance sheets, profit and loss statements, and other financial reports.
Updated General utilities: The bundled set of supporting tools has been refreshed to the latest revision. This update incorporates recent maintenance changes that help keep everyday Zelo tasks stable and consistent.
Updated Upgrade validation: Upgrade checks now target a newer Zelo release, helping teams confirm that updates apply smoothly before going live. This gives admins more confidence in upgrade readiness.
Fixed Italian translations: Some Italian text in Zelo has been corrected. Users working in Italian now see clearer, more accurate wording in email notifications and sales team screens.
Fixed File upload: File uploads now handle hidden or temporarily unresponsive upload fields more gracefully in Zelo’s browser-based flows. The system also checks that the selected file is available before starting the upload, reducing failed attachments.
Updated Activities and campaign tracking icons: The icons for Activities and campaign tracking have been refreshed. You can now recognize these tools more easily in the Zelo navigation and related views.
Fixed GDPR data request attachment upload: A small issue that could prevent attachments from being saved on GDPR data download requests has been resolved, so administrators can now upload the requested data file and mark the request complete without interruption
Fixed Italian email translations: Italian translations for email and messaging labels have been refreshed, improving accuracy across most mail-related screens and messages. The unsubscribe label remains unchanged in this update.
Updated Italian translations: Employee-related labels now consistently use “Dipendenti” instead of “Impiegati” in HR menus, job records, and email templates, making the Italian interface clearer and more consistent for Italian-speaking users.
Updated GDPR Italian translation: The GDPR area now includes complete Italian translations and corrected text for settings, data request pages, and default records, making the interface clearer for Italian-speaking users
Fixed GDPR data request attachments: File uploads for personal data download requests now succeed more reliably, even when the upload control is nested inside hidden or collapsed form sections. This makes adding attachments to GDPR requests smoother and less error-prone.
Fixed GDPR data requests: Customer privacy requests now store and display the correct customer, request type, status, and attachment details, so download and delete requests are processed reliably
Fixed Database copy verification: The automated check for copying a database now uses the correct login flow, so duplicated databases can be selected and signed into reliably.
Fixed Screen loading: The module’s interface screens now load correctly after updates. This fixes missing or blank views for products, contacts, settings, and users.
Improved Profile updates: Database updates no longer require the default profile to be temporarily removed and restored, making profile-related changes apply more smoothly without unnecessary disruption.
Updated Core platform: The core application has been refreshed to the latest revision, bringing updated platform services and general stability improvements across Zelo modules
Fixed Product views: Product screens now load correctly after fixing a missing product requirement, so lists and forms that use product data no longer fail to appear
Updated Core setup: Zelo now always keeps the core profile installed during new setup and upgrades, so customers don’t lose access to essential ERP features
Updated Core system: Zelo’s core system was updated to a newer build. This helps keep the platform current with recent maintenance and stability improvements.
Updated Reporting engine: Zelo’s reporting engine has been refreshed with the latest improvements, helping reports generate more consistently across the system.
Updated Stock logistics workflow: Zelo’s stock and logistics workflow has been refreshed with recent updates, helping warehouse and delivery operations run more smoothly.
Updated Italy localization: Zelo now includes the latest Italian localization updates, helping invoices, taxes, and statutory reporting stay aligned with current Italian regulatory requirements.
Updated Miscellaneous tools: The auxiliary utilities area has been refreshed to the latest supported version, aligning Zelo’s helper features with recent platform changes and helping keep related tasks stable and consistent
Fixed Module license details: Some Zelo modules now show the correct license information, ensuring the licensing details are consistent and accurate. This corrects the license metadata without changing normal module functionality.
Fixed Error reporting: Automated diagnostics now display log excerpts in readable form, making it easier to identify and resolve the issue
Removed User setup: Automatic alias user creation from technical functions is no longer included in the base configuration routine. Administrators can continue to set up user aliases manually when required.
Updated CRM and GDPR verification: A new sample customer was added to Zelo’s automated checks, and the test flow for incoming lead emails and privacy data requests was refreshed. This helps confirm that lead creation and GDPR data actions continue to work reliably.
Updated Italian translations: The data privacy area now shows Italian text for personal data download requests, including the confirmation message, request status tracking, and labels for personal details and shipping addresses. This makes related screens easier to understand for Italian users.
Fixed Interface theme: A minor configuration typo in the interface theme has been corrected, helping styling and navigation elements load as intended for a more consistent Zelo workspace experience
Fixed Interface theme: Corrected a minor typo in the interface theme’s application metadata. Zelo now displays accurate version and support information for the theme.
Fixed Core setup dependencies: Zelo now lists the required components for the core setup in a consistent order. This helps related features activate in the correct sequence during installation and updates.
Updated CRM email lead capture: Zelo now includes clearer documentation for automatically creating leads or opportunities from incoming emails. The guide explains that emails sent to the configured CRM email address can be interpreted and used to populate common CRM fields, including contact details, company information, priority, probability, and planned revenue. This makes it easier for teams to understand how inbound email submissions become structured CRM records.
Fixed Contact export: Automated contact exports now use the correct export option in the interface. This keeps CSV and XLS contact exports running smoothly instead of stopping at the export step.
Fixed Italian export label: The Italian translation for the export action in list views now displays the correct label. This ensures Italian users see a clear Export option instead of an outdated label that referenced a specific file format.
Removed Sale order line notes: The extension that added a separate note field to each individual line on a sales order has been removed. Sales order lines no longer include this extra note field, so any line-specific comments should be recorded in the standard sales order notes instead.
Fixed Module installation: Zelo modules now install and update more reliably because their app information, required components, and version details were corrected across many features.
Removed Task subtitles: The optional subtitle field on project tasks has been removed. Task cards and task forms no longer display or store that extra subtitle line.
Removed Project subtitle field: Zelo no longer includes the optional subtitle option on project records, so project forms and Kanban cards now show only the standard project name and details
Removed Partner column on timesheets: The optional Partner field is no longer shown in the timesheet list view. Users will no longer see the customer or partner directly on each timesheet line, and any saved views or filters that relied on that column may need to be updated.
Removed Chart of Accounts setup: The optional Order Account memo account type is no longer added to Zelo’s Chart of Accounts. Standard account types remain available for configuring balances and transactions.
Updated Data privacy checks: A routine privacy check for missing user data has been adjusted in automated testing. This helps data request workflows run more consistently in Zelo.
Fixed GDPR request completion check: The system now shows a clearer message when it cannot confirm that all GDPR data requests are marked as completed. This helps administrators quickly identify requests that are missing a completed status during data deletion checks.
Fixed Database login selection: The database selection link on the login screen is now recognized correctly. Users can choose the intended database and proceed to sign in to Zelo without getting stuck.
Added Flexible website theme: Zelo now includes a new flexible website theme. You can use it to customize the appearance and layout of your public website more easily.
Fixed Core setup installation: The base setup profile is now refreshed automatically when preparing a database, so missing companion modules are installed together. This helps prevent incomplete installations and makes new Zelo environments more reliable.
Removed Default profile: The standard Zelo profile no longer includes the VoIP calling module automatically. Customers who need browser-based calling can still enable it as a separate option during profile setup.
Updated GDPR compliance: Automated GDPR checks have been adjusted to prevent unreliable results. This helps keep routine compliance verification stable for your data protection workflows.
Fixed GDPR data download requests: File uploads for GDPR data download requests now attach to the correct field, so users can reliably add the requested document and mark the request as completed
Improved Lead conversion: Converting a lead into an opportunity now happens in the correct CRM workflow stage, keeping lead and opportunity records more consistent and easier to track
Fixed File upload: File uploads are now more reliable when the upload control is hidden or affected by page styling, because Zelo makes it visible before attaching the file.
Updated CRM activity workflow: Internal checks for planned customer activities were refined to keep lead and opportunity activity validation consistent, supporting smoother activity completion and conversion workflows in Zelo.
Fixed Activity presence checks: Zelo now checks for the correct scheduled activity in sales lead and opportunity workflows before marking it complete. This makes activity tracking more reliable and helps ensure the right task appears on the record.
Fixed Lead and claim assignment emails: The links in assignment notification emails now open the correct lead or claim record reliably, so users can jump directly to the item being assigned
Added Excel list export and Italian translations: You can now export list views directly to Excel, choosing to export all rows or only selected records. Several Zelo screens have also been translated into Italian, giving Italian-speaking users a more familiar and consistent interface.
Updated Core platform: The main Zelo platform has been updated to a newer build, keeping all modules aligned and helping everyday features run more consistently. This change supports smoother performance and lays the groundwork for future improvements.
Updated Integration maintenance: The bundled integration package has been refreshed to the latest release, bringing compatibility fixes and more stable behavior for connected Zelo workflows. This helps ensure that related business processes continue to work correctly after updates.
Updated Public apps: The public application bundle has been refreshed to the latest stable version, keeping available Zelo modules and integrations current.
Updated Web interface components: Zelo’s shared web interface toolkit was refreshed to keep common screens, menus, and form interactions stable and consistent with the current platform.
Updated Stock logistics workflow: The stock logistics workflow has been refreshed with the latest upstream improvements, helping inventory moves and delivery operations run more reliably
Updated User experience: Updated the user experience layer to keep Zelo’s screens, navigation, and interactive features more consistent and reliable across the system
Updated Server tools: Zelo now includes refreshed server-side utilities that help keep background jobs and administrative features running smoothly.
Updated Sales workflow: Sales workflow support has been updated to align with the latest release, helping sales orders follow configured approval and processing steps more consistently. This improves reliability when moving quotes and orders through the sales pipeline.
Updated Project management: The project module now includes the latest upstream improvements, giving teams a more current and stable experience for planning tasks and tracking progress.
Updated Partner and contact management: Zelo’s partner and contact records now use the latest upstream improvements, helping keep customer, vendor, and contact details more consistent across the system
Updated Contract management: Contract-related functionality has been refreshed to the latest supported version, helping keep contract records, renewals, and related workflows more consistent and reliable.
Updated Financial reporting: The financial reporting components have been refreshed with the latest improvements, helping account reports, financial statements, and related accounting views stay consistent with recent Zelo accounting updates
Updated Update process: Zelo now includes the authentication module in its safe automatic update process. This helps keep sign-in security features current without extra manual steps.
Improved Invitation email detection: Zelo now looks for updated keywords when scanning for meeting invitation emails. This helps it locate the latest invitation more reliably and process the associated links without issues.
Added Italian translation for login protection: The login protection area now shows authentication attempts, blocked clients, and ban details in Italian. Italian-speaking users can now review and manage Zelo’s brute-force protection settings in their own language.
Added Brute-force login protection: Zelo now includes built-in protection against repeated failed sign-in attempts, helping reduce the risk of unauthorized access. Administrators can configure thresholds and lockout behavior to keep user accounts safer.
Added Task repetition: The recurring task feature is now available in Zelo profiles. Italian messages now clearly explain that a start date and deadline are required before creating a recurrence.
Updated Recurring task deletion labels: The options to remove related recurring tasks are now labeled as future child tasks and future sibling tasks. This makes it clearer that only upcoming generated tasks are affected when using these deletion actions.
Improved Event creation: The event start day is now applied more reliably when creating a new event, so events are saved and displayed on the intended date in the calendar.
Updated Task repetition: Recurring task creation was refined so that repeated start, end, and deadline dates are calculated consistently for selected schedules
Fixed Task repetition: When creating repeated tasks, Zelo now checks the generated start and end dates only for date-based repetitions. This prevents false errors when you choose to repeat a task a set number of times.
Fixed Repeated task creation: Zelo now shows a clear error message when a task is missing a required start, end, or deadline date, or when the repetition dates cannot be calculated, so you can fix the dates instead of seeing the action fail silently
Fixed Task repetition: Recurring task schedules now check that all generated dates line up before proceeding, so mismatched start, end, or deadline dates are caught instead of creating incorrect task occurrences
Improved Task repetition: Repeating tasks now use a clearer recurrence setup, letting you choose daily, weekly, monthly, or yearly intervals, specific weekdays, and a repeat limit or end date
Added Sales and contract features: The standard Zelo profile now includes sales order types, global discounts, revision history, and contract management with variable quantities and invoicing. Italian translations are included for these new sales and contract areas.
Fixed Task repetition labels: The recurring task area now uses the clearer term “sibling tasks” instead of “sister tasks” when deleting related tasks. This makes it easier to understand which tasks are affected when managing task repetitions.
Updated Task repetition: The recurring task feature was internally refined, so setting up repeated tasks and managing related tasks continues to work smoothly in Zelo
Updated Task repetition: The internal handling of related tasks in repeated task workflows was streamlined. This keeps recurring task management more consistent when Zelo identifies or removes tasks that came from the same source task.
Added Recurring task scheduling: You can now set up tasks in projects to repeat on a chosen schedule. Zelo creates the future task occurrences for you from a dedicated tab, making recurring work easier to plan, assign, and track.
Removed Legacy upgrade: Upgrades from the older 001.003 release are no longer supported because that release is missing required components. Customers should first move to a current supported release before upgrading.
Added Project subtasks: Zelo now includes user-oriented project subtask support in the core project setup, allowing teams to break work into smaller task items and track them alongside projects
Added Project user subtasks: You can now create subtasks under project tasks, assign them to specific users, and track their completion status directly from the project view. This makes it easier to break larger work into smaller responsibilities and gives teams clearer visibility into who is handling each part of a project.
Updated Automated system checks: Routine automated checks no longer include a test for a missing catch-all email alias setting. This reduces unnecessary warnings during system validation while leaving email alias configuration and delivery unchanged.
Fixed Planned activities menu: The Planned Activities entry in the main menu now opens correctly even when the menu displays a text label instead of an icon. Users can access their scheduled activities from the general menu without extra steps.
Fixed Update cleanup: Zelo’s update process now removes hidden leftover files more reliably when preparing a system for a new version. This helps prevent old temporary data from interfering with upgrades and keeps the installation cleaner.
Improved Upgrade testing: Automated upgrade checks now prepare a cleaner test environment before each run. This helps ensure future Zelo updates are validated more reliably.
Added User manual: The user manual now includes a visual guide and direct links for checking your assigned activities, overdue activities, and upcoming activities
Updated Sales channel guide: The CRM documentation for sales channels now explains the setup process more clearly by separating opening the channel form from entering its details, and it also covers duplicating, deleting, and attaching sales channels.
Updated GDPR data request verification: The automated check that confirms all completed GDPR data requests has been refined, giving you more consistent confirmation when deletion and access requests are finished
Added Sales channel management: You can now duplicate a sales channel, delete it when it is no longer needed, and attach files directly to the channel record. These actions make it easier to reuse channel settings, keep configurations tidy, and keep supporting documents in one place.
Fixed Active/Archived buttons: The Active and Archived toggle buttons on record forms now line up correctly, keeping the header controls visually consistent and easier to use
Fixed Form alignment: Form fields and labels now line up more consistently across form views, making data entry screens easier to read and use
Added Lead and claim assignment email checks: Zelo can now identify email notifications related to assigning a lead or claim. This helps users confirm that assignment alerts were sent and reach the intended recipients.
Fixed Task copying: Start, end, and deadline dates are now copied when duplicating a task. Copied tasks therefore keep the original timeline instead of showing blank dates.
Added GDPR request completion: Zelo now validates that personal data download and removal requests are fully completed. Uploaded attachments and downloadable files are confirmed as part of the request, giving users clearer assurance that their data requests have been processed.
Updated Automatic module updates: The automatic update process now includes the latest sales workflow and server user experience components. This helps ensure related improvements are applied consistently during maintenance.
Fixed Task copying: Full task copying now applies to project tasks correctly. Copied tasks keep their starting date and no longer interfere with attendance records.
Updated Setup documentation: The setup guide now includes clearer troubleshooting steps for access permission errors that can occur when adding project components. Administrators can now resolve common credential conflicts more easily, making initial configuration smoother and less error-prone.
Added Workflow utilities: Zelo now includes date ranges, easy user switching, and mass editing. You can filter lists and reports with predefined periods, switch between user accounts without losing context, and update multiple records in one action.
Added Full project task duplication: You can now duplicate an entire project task, including related subtasks, time entries, and timeline details. This helps teams reuse existing task structures for similar projects without manually recreating each item.
Added Sales workflow tools: Zelo now supports prospect management, sale order types, project stage closing, and invoicing of finished tasks, giving sales and project teams more control over order and billing workflows
Updated Core platform: The main application package has been refreshed to the latest core release. This keeps Zelo modules aligned with current platform behavior and includes recent stability improvements.
Improved Upgrade verification: Upgrade checks now validate the path from an older supported Zelo release to the current one and reset the test environment more reliably, helping ensure database upgrades complete smoothly
Updated Core platform: The main Zelo platform has been updated to the latest stable build, ensuring connected modules run with the most recent stability improvements and fixes
Updated Website features: Zelo’s website capabilities have been refreshed with the latest website add-ons, giving you up-to-date page building, layout, and publishing tools. This update helps your company website stay aligned with recent Zelo improvements and makes it easier to configure or extend website pages.
Updated Platform maintenance: Zelo now includes the latest internal component update, bringing in recent stability and usability improvements. This refresh keeps connected workflows aligned with the newest supported version. Users can continue working in Zelo as usual while benefiting from a more up-to-date system.
Updated Web interface: Zelo’s browser interface now uses the latest version of its shared web toolkit, so standard screens and actions work with the newest usability and compatibility improvements
Updated Stock logistics: The stock logistics workflow has been updated to the latest upstream version. This keeps inventory movement features current and helps maintain reliable behavior in Zelo.
Updated Server administration tools: The built-in server administration utilities in Zelo have been refreshed. This helps IT admins manage system maintenance, configuration, and background server tasks more reliably.
Updated Project management: The project management module has been refreshed to the latest supported release, bringing current improvements and stability fixes to project tasks, milestones, and related workflows
Updated Contact management: Partner and contact records now use the latest contact management components. This keeps customer, supplier, and employee contact details consistent across Zelo forms and related records, helping you maintain accurate contact information with fewer unexpected issues.
Updated Contract management: The contracts area has been refreshed with the latest supported updates, keeping contract records, renewals, and related workflows consistent with current Zelo behavior
Updated Accounting invoicing: The invoicing module has been refreshed to the latest release, bringing updated invoice handling and improved compatibility with Zelo’s accounting features. This helps customer and vendor invoices behave more consistently during creation, editing, and validation.
Updated Financial reporting: The accounting reporting components have been refreshed to stay aligned with the latest Zelo accounting data, helping ledgers and financial statements continue to generate accurately
Updated Add-on package: A supporting add-on package has been updated to its latest revision. This helps keep related workflows and integrations running smoothly across Zelo.
Updated Module updates: Zelo’s automated update process now uses a refreshed list of supported modules. This helps keep contracts, contacts, projects, logistics, localization, and related features aligned with the latest available updates.
Added Multi-product order support: Zelo now includes support for handling multiple products in sales and purchase order workflows, giving teams more flexibility when creating and processing orders.
Added Multi-product order entry: You can now add multiple products to a sales order or purchase order using a dedicated product selection list. This makes it easier to create orders with several items in one step, and the new option is also available in Italian.
Added Add products to quotations: You can now append an existing product to a quotation directly from the product record. This gives sales teams a quick way to add a missing item to an existing quote without starting a new document. The new option appears on the product form and updates the selected quotation with the chosen product.
Added Planned activities: Zelo now includes a dedicated area for viewing scheduled activities. You can filter activities for today and open the related record directly from the activity.
Updated Incoming mail configuration: The email server setup process no longer includes an automated duplicate-and-delete step for IMAP accounts, reducing the chance of unwanted changes to mail settings
Fixed CRM and GDPR guided steps: Guided walkthroughs for complaint filters and personal data requests now target the correct on-screen controls, so the steps complete more reliably
Removed Default profile: The base profile no longer includes automatic catch-all alias deletion, so standard Zelo installations won’t remove catch-all email aliases during default setup. If your environment requires that behavior, it can be enabled separately instead of being included by default.
Removed Incoming email alias options: An obsolete setting for deleting catch-all email alias parameters has been removed. This simplifies email alias configuration and reduces the chance of accidental changes to incoming email routing.
Updated Contact CSV export: The contact CSV export no longer includes the VAT column, keeping the exported file focused on the core contact details customers typically need.
Updated Scheduling guide: The user guide now points to the common tools section for scheduling activities, meetings, and messages from leads, opportunities, notes, and contacts, making those steps easier to find and follow.
Updated User email configuration: Automated account setup now skips creating individual incoming mail servers and user email aliases. This streamlines new user onboarding and prevents unnecessary mail accounts or aliases from being added automatically.
Added Email mailbox: A new mailbox has been provisioned for the requested user, so they can now send and receive email through Zelo’s connected mail service. This supports email-based notifications, document exchanges, and other workflows that rely on a valid mailbox address.
Updated GDPR data handling: The workflow used to prepare GDPR-related documents has been updated to run more consistently, supporting smoother privacy compliance tasks when accessing or exporting personal data in Zelo
Improved Platform stability: The Zelo platform base and automated build checks have been updated to a newer revision. This helps validate database setup and system startup more reliably before releases reach you.
Fixed Activity filters: The search bar in Activities now correctly shows quick filters for late, today, and future activities, and lets you group results by deadline, assigned user, or activity type. You can also search by activity type and summary, making it easier to spot overdue work and plan upcoming tasks.
Updated Activity list: A dedicated View document button now opens the related document from the activities list, and the calendar view is temporarily unavailable
Added Activities view: The activities list now shows the assigned person and a clickable link to the related record. You can open the connected document directly from an activity, making follow-ups easier to track across Zelo.
Improved System maintenance: Zelo’s update and upgrade routines now handle stopping background services more gracefully. Maintenance tasks are less likely to fail if a service is already stopped or not responding.
Updated Claim assignment: The assigned user for new claims has been updated. Claims now route to the correct responsible person in Zelo.
Improved Claim assignment notifications: Team members now receive the assignment email more reliably when a claim is assigned. Zelo also confirms the notification was sent to the right person, helping prevent missed follow-ups.
Fixed Profile settings stability: A hidden configuration loop has been removed, so profile settings install and upgrade more reliably. This helps keep related Zelo settings consistent and reduces unexpected errors during maintenance.
Improved Installation reliability: Zelo maintenance and upgrade processes now stop safely if a required step fails, reducing the risk of incomplete updates and making issues easier to identify
Fixed Website refresh: Website pages now reload correctly, so visitors always see the latest content without needing to manually refresh
Added GDPR user guide: The manual now includes step-by-step screenshots and links for GDPR-related actions. External users can see how to register, view or edit personal data, download or delete information, and track their requests, while administrators can learn how to open the GDPR request list and mark download or deletion requests as completed.
Improved GDPR data requests: Zelo now adds an extra validation step after personal data requests to check whether user data is still present, helping privacy officers confirm that requests are completed correctly. This gives users more confidence that their personal data is handled as expected in the self-service data management area.
Added Activities overview: The standard Zelo profile now includes an activities view, letting users see planned and completed activities next to related business records. This makes follow-up tasks, calls, and events easier to track without extra setup.
Added Activities view: A dedicated Activities menu now appears in the main navigation, letting you view all activities in a list or calendar. This makes it easier to monitor follow-ups, reminders, and task deadlines, and the labels are translated into Italian.
Improved GDPR data request workflows: Zelo’s privacy workflows now include broader automated validation for customer requests to download or delete personal data, shipping address data, and all stored data. Administrators can fulfill and confirm these requests with greater confidence, helping ensure GDPR-related actions are completed consistently.
Updated Settings and user views: The configuration settings and user management screens are now included in the main interface, so users can access and update the related options and user details more easily
Added Web usability: Zelo now includes enhanced web interface tools. Users can resize dialogs, expand grouped views, and select a range of rows in list views for faster data review.
Added Search filtering: You can now combine multiple search terms so that results only appear when they match every selected condition, making it easier to narrow down large lists
Added GDPR data requests: Zelo can now complete and verify personal data download and removal requests. Completed download requests can be checked to ensure the expected data file is available, while removal requests can be confirmed as finished. This makes GDPR request handling more reliable and easier to track.
Fixed Module activation links: Zelo now resolves active module references to the correct locations, so theme and search features load reliably. This keeps the user interface and search behavior consistent across the system.
Added Website menu access: The main application menu now includes a Website option. Users can open the Website module directly from the menu for quicker access to site-related features in Zelo.
Added GDPR data requests: External users can now request access to their personal data, and administrators can open, accept, and fulfill download requests from the website settings. This streamlines GDPR compliance by giving users a clear way to retrieve their data and giving staff a straightforward workflow to process those requests.
Updated CRM documentation: The CRM manual now includes illustrated steps and direct links for configuring leads, sales channels, opportunity stages, tags, and lost-opportunity reasons. Users can follow these guided instructions to set up and manage their CRM workflow with less uncertainty.
Fixed Activity reminder link: The upcoming activity reminder in the top-right notification area now displays with proper alignment and line wrapping, making future activity links easier to read and use in Zelo
Fixed System dependencies: The installation process now includes a required JSON data-processing component. This helps prevent setup or import issues on Debian-based servers.
Improved Form page side chatter: The side chatter on form pages is now slightly wider, making messages, notes, and activity easier to read while still leaving enough space for the main record
Updated Core system: The core Zelo system has been refreshed with the latest platform changes. This helps keep shared functionality current and more stable across modules.
Updated Inventory logistics: The inventory logistics workflow has been refreshed to the latest stable behavior. This helps stock moves, routes, and transfer operations stay consistent across Zelo.
Updated Contact management: Partner and contact records now benefit from the latest shared enhancements, helping customer and vendor details stay more consistent and reliable across Zelo.
Updated Italian localization: The Italian accounting and tax compliance area has been refreshed to the latest release. This brings updated rules, fixes, and regulatory improvements for Italian companies without changing how you use Zelo.
Updated Sythiltech integration: Zelo now includes a refreshed Sythiltech integration build. This update brings current fixes and stability improvements to the related workflows, helping connected features run more reliably.
Updated Website components: The website-related components have been updated to the latest release. This helps pages, products, and online storefront features work more reliably with your Zelo setup.
Updated Web interface: The common web interface components used across Zelo were updated to the latest release. This refresh brings recent usability and compatibility improvements to the browser experience.
Updated Social integrations: The social media integration components in Zelo have been refreshed with the latest upstream improvements, helping connected social features work more smoothly.
Updated Background utilities: Zelo’s internal server tools have been updated to a newer stable version, improving the reliability of scheduled tasks and system maintenance features
Updated Project management: The project area of Zelo has been refreshed with the latest project suite updates, bringing recent enhancements and fixes to project workflows and related planning features.
Updated Account invoicing: Zelo’s invoicing features have been refreshed to the latest supported version, improving how invoices are drafted, validated, and connected to accounting records. This helps finance teams keep invoice workflows more consistent and reliable.
Updated Financial reporting: Financial reporting has been updated to the latest maintained version. The update refreshes accounting report functionality and keeps financial statements aligned with current Zelo accounting behavior for more reliable reporting.
Updated Analytic accounting: Zelo’s analytic accounting support has been refreshed to stay compatible with the latest accounting features, so analytic tracking and reporting continue to work reliably
Updated Miscellaneous utilities: The optional helper tools bundle has been refreshed with the latest available fixes and improvements, so small quality-of-life features continue to work smoothly across Zelo
Updated Messaging and email features: Zelo’s mail and notification components have been updated to the latest stable set of improvements, helping email-related actions, discussion threads, and in-app notifications work more smoothly.
Updated Add-on refresh: The bundled add-ons have been updated to the latest supported version, ensuring continued compatibility and stable operation across Zelo workflows. This refresh helps keep integrations and business processes aligned with recent platform updates.
Added Project and inventory management: The Zelo base profile now includes project and stock features, so teams can create projects, track work, and manage inventory quantities from the standard setup. Stock operations, including barcode-assisted inventory tasks and warehouse movement tracking, are also available without installing extra apps separately.
Fixed Mobile menu colors: Menu items in the mobile navigation now appear in the correct white color on small screens. This makes the open menu easier to read on mobile devices.
Fixed Product search: Product searches now return results when your term matches any supported description field or product code, instead of requiring every field to match at the same time
Fixed Database configuration: Database setup now runs smoothly when the target database already exists, preventing an error while skipping creation, configuration, and translation loading
Added Product search: You can now search products by any of their description fields, not just the product name, directly from the product list. This helps you quickly find items when the text you remember appears in sales, purchasing, or internal description notes.
Added Contact notes search: The contacts search bar now includes note text, so you can find a person or company by typing words from the notes saved on their record. This makes it easier to locate contacts by the details recorded in their notes.
Removed Unused default templates: Zelo no longer includes a set of inactive layout templates that were previously used to hide unsupported screen elements. This cleanup simplifies maintenance and does not change the forms, reports, or workflows available to users.
Added GDPR customer data controls: Customers can now register, update personal details, and download or delete personal and shipping address data from the customer portal. These actions help Zelo support GDPR requests and give customers clearer control over their information.
Added GDPR self-service: You can now register a new profile, update your personal details, download or delete your personal data, and track GDPR requests directly from your account. This makes managing privacy rights in Zelo faster and more transparent.
Fixed Database setup logging: When preparing a new Zelo environment, setup messages now clearly show the database name if the database already exists and explain that creation, configuration, and translation loading were skipped
Fixed Database setup: Zelo now avoids forcing a translation reload when the database already exists, so existing database setups skip creation, configuration, and unnecessary translation updates
Improved Database setup: Zelo now handles automatic database creation more safely. If the requested database already exists, setup continues instead of failing.
Updated Database selection: Zelo can now recognize database names that start with the server hostname and continue with additional characters, making multi-environment setups easier to manage
Added New user sign-up: Zelo now supports creating a new user account from the home page. Customers can enter their full name, email address, and password, then confirm the password to complete registration.
Added GDPR customer registration: You can now register a new customer from the homepage while following GDPR requirements. The flow checks the public access settings and confirms that the registration process runs without errors, giving privacy teams confidence that customer data is handled properly.
Updated Quality checks: A small maintenance update tidied how Zelo sets up sample records for Calendar, Contacts, CRM, and opportunity workflows. This helps keep routine quality checks consistent and supports more reliable behavior in those areas.
Fixed CRM claim creation: You can now create CRM claims and select the related model reference without the form failing to accept the selection. This resolves an issue that could interrupt the claim creation flow.
Fixed CRM guided workflows: Corrected several unreliable page references in CRM guided tours, so automated steps for opportunities, complaint categories, and CRM configuration now complete more consistently.
Fixed Opportunity pipeline: Opportunities now move reliably between stages on the CRM pipeline board, so sales users can drag a deal to a new stage without the card failing to drop
Fixed Calendar event deletion: Automated calendar event deletion now locates the correct deletion and confirmation buttons, so scheduled events are removed reliably during automated checks. This corrects a screen-location error that could interrupt the flow.
Fixed Automated testing: Automated testing routines now start correctly for calendar, user creation, email, and general settings, so Zelo can continue verifying these areas reliably. This reduces the chance of undetected issues reaching your environment.
Added Claim management actions: You can now attach documents, duplicate, delete, and change the processing stage of a claim directly from its record, making complaint follow-up easier to manage
Updated User guide: The Zelo user guide now includes corrected screenshots and clearer instructions for common tools, contact messaging, internal notes, and activity planning. Users can more easily follow step-by-step guidance for scheduling tasks, sending messages, and marking activities as complete.
Updated User guide screenshots: The Zelo user guide now includes clearer screenshots for deleting and duplicating records, helping you quickly find the correct action buttons in areas like calendars, notes, contacts, and settings.
Improved Delete and duplicate actions: Deleting and duplicating records such as contacts, calendar events, notes, and emails now uses a consistent, shared process. This makes these actions more predictable and easier to maintain across different parts of Zelo.
Juin 2018
Added Lead email interpretation: CRM lead email interpretation is now included in the default profile, so incoming lead emails can be analyzed automatically to help sales teams identify intent, key details, and next steps.
Updated Italian task terminology: The Italian interface now displays “Task” instead of “Attività” for task-related labels and messages across project, sales, HR, and website areas, making the wording clearer and more consistent for Italian users.
Deprecated Soroush web theme: The Soroush web theme has been disabled and is no longer available for active use. If your website currently uses this theme, please switch to another active theme to keep styling and compatibility working correctly.
Added Website theme: Zelo now includes a new visual theme for company websites, with ready-made sections, images, and responsive styling so your public site can look more polished and be easier to customize
Fixed CRM pipeline columns: You can now move CRM opportunities between pipeline columns on the board view without the action failing, so sales teams can update deal stages more reliably
Updated Material theme: The Material theme has been relocated within Zelo’s app structure, keeping it available for users. Its visual styling, sidebar, and interface assets continue to work as expected without changing the user experience.
Added CRM claim follow-up: You can now add a follow-up entry directly to a claim, capturing the next action date, cause, corrective action type, and resolution notes. This makes it easier to track the steps needed to resolve a customer claim and keep the team aligned on the next action.
Added CRM claim stages: You can now track claim stages in CRM, create claims from the selected stage, and run automated stage actions that keep opportunity pipelines and claim records up to date
Improved Default processing capacity: Zelo now uses a higher default number of concurrent processing workers. This helps busy deployments handle more simultaneous requests with less queuing.
Fixed GDPR data icons: The icons for personal details and shipping addresses now display correctly in the GDPR data request area, making it easier for customers to identify each data category
Added Italian translations: The attendance geolocation area now displays in Italian. Users can read check-in and check-out messages, map links, and device location details in their own language, making employee attendance tracking clearer.
Added Kiosk attendance geolocation: You can now record attendance from a kiosk using a user PIN while Zelo still captures the employee’s location. Zelo retries briefly if the location is unavailable and can complete the check-in or check-out without location data instead of stopping the process.
Added Complaint categories: You can now manage complaint categories in CRM. This includes creating, editing, assigning to a sales team, attaching files, duplicating, and deleting categories to keep customer complaints organized.
Compatibility Attendance status support: Zelo’s base profile now works with attendance status tracking, allowing employee attendance records to display their current state. This helps teams follow attendance changes more clearly without extra setup.
Fixed Contact automation: Contact-related automated checks now run without errors after an internal update. This keeps contact screens and related actions stable in Zelo.
Added Attendance status on check-in/out: Zelo now displays the current attendance state when employees use the in/out controls, making it easy to confirm whether a clock-in or clock-out is active. This helps prevent duplicate entries and gives managers a quick view of attendance status.
Added Common actions guide: The Zelo manual now includes a new illustrated section explaining everyday actions. It covers sending messages to contacts and followers, adding internal notes, and planning or completing activities from record pages and card views.
Improved Activity completion: Marking an activity as done from the chatter now uses a more reliable internal selection flow, reducing the chance that the wrong completion button is clicked
Fixed Geolocation status message: The “Geolocation in progress” notice now appears immediately when you start signing in or out, giving clearer feedback while Zelo is retrieving your location instead of showing it only after the position is found
Fixed CRM and tools guided actions: Automated browser steps for leads, opportunities, contacts, messages, and activities now locate the correct screen elements. This makes guided workflows more reliable when deleting leads, editing opportunities, sending messages, or scheduling activities in Zelo.
Fixed Attendance geolocation view: Geolocation details for check-ins and check-outs now appear correctly on attendance records. Latitude, longitude, and map links are shown after the check-out field, making it easier to review where employees checked in and out.
Added Attendance map links: Check-in and check-out geolocation records now include clickable map links, letting you view the exact location on OpenStreetMap directly from the attendance form
Fixed Activity completion: Scheduled activities can now be marked as done reliably using the clock icon, with the correct activity selected even when similar titles exist
Fixed Planned activity completion: The clock icon on planned activities in notes now correctly marks the activity as done, so users can update its status directly from the note without issues
Fixed Lost opportunity reasons: CRM configuration now reliably opens the lost-opportunity reason list, so users can add, disable, duplicate, or remove reasons without errors
Improved Attendance geolocation: Employee sign-in and sign-out now request high-accuracy device location, wait up to 30 seconds for a fix, and can reuse a recent location up to five minutes old. If location capture fails after several attempts, a warning is shown and attendance is still recorded without coordinates.
Updated Geolocation attendance messages: Location-based attendance status and warning messages can now be translated. Employees will see these prompts in their preferred language when a geolocation check is in progress or when location access is denied, unavailable, or times out.
Improved Attendance geolocation: Clocking in or out now retries the device location only three times if the position cannot be obtained. After the third failed attempt, Zelo records the attendance without coordinates instead of continuing to show repeated location warnings.
Improved Attendance geolocation: A status message now appears while Zelo is obtaining your device location for attendance, so you can see that the geolocation process has started.
Improved Geolocation error messages: When an attendance check-in cannot get the device’s location, Zelo now shows a clear warning for denied permissions, unavailable GPS, timeout, or unknown device errors, helping employees fix the issue and retry quickly
Improved Attendance geolocation: Zelo now records more precise location error status when employees sign in or out, making it easier to identify issues such as denied location access, unavailable GPS position, timeouts, or unsupported devices
Fixed Attendance geolocation: Employee check-in and check-out now capture location more reliably. Zelo records the attendance immediately once the browser provides a position and still saves the attendance if the device cannot share its location.
Fixed Attendance geolocation: Clocking in or out with location tracking now waits a moment for the device position to be captured before saving. This helps prevent attendance records from being created without accurate location details.
Improved Attendance sign-in: Employee sign-in and sign-out now register immediately instead of waiting up to 30 seconds, while Zelo still attempts to capture the device’s location for the attendance record
Fixed Attendance geolocation: Check-in and check-out location capture now waits longer for the device to provide a GPS position, reducing failed attendance entries when the network or device is slow. Employees can record attendance more reliably without premature timeout errors.
Added CRM opportunity actions: Sales teams can now duplicate an opportunity, move it between pipeline stages, and mark it as lost directly from the CRM. These options make it easier to track deals, update their status, and create similar opportunities without re-entering data.
Updated Activity planning: You can now plan activities from contact, CRM, and note records and mark them as done when completed, giving a clearer view of pending and finished follow-ups
Added Attendance geolocation: Employee attendance records can now capture the device location when staff check in or check out. Zelo stores this information on the attendance record and can show it on the attendance form. Managers can use it to verify that time entries were made from the expected location.
Updated Core platform: Zelo’s core platform has been updated to a newer base version, providing a more stable foundation and improved compatibility with current system components
Deprecated Note activity planning: The quick actions for scheduling a planned activity from a note and marking that activity as done are being retired. These shortcuts are no longer active while the related workflow is being reviewed.
Updated Note activity planning: You can now schedule an activity from a note and mark it as completed directly from the note’s activity panel. This helps you track follow-ups and keep note-related tasks current without leaving the note.
Updated Scheduled activities: Planning an activity from a note and marking scheduled activities complete now uses the updated workflow, making activity creation and completion more consistent across notes and CRM records.
Updated Advanced mode access: Enabling advanced mode now works more reliably from the user menu. A redundant planned-activity completion step was also removed to keep the settings flow smoother.
Added Activity scheduling from notes: You can now click the clock icon on a note to schedule a related activity, choose the activity type, add a summary and description, save the plan, and later mark it as completed from the same menu.
Added CRM duplication: You can now duplicate CRM items such as sales channels and opportunity stages. The new copy opens with the same key details, so you can adjust it and save it as a new record without re-entering everything from scratch.
Improved CRM deletion: Deleting CRM items such as leads, pipeline stages, tags, and lost-opportunity reasons now follows a consistent removal flow, making deletions more reliable from both list views and record forms
Fixed Smart buttons and loading bar: Smart buttons on form views now have a consistent width and truncate long labels, making quick actions easier to read. The loading bar now spans the full width of the screen, providing clearer progress feedback while Zelo is processing.
Fixed Record page layout: The record page and activity panel now display with corrected widths, borders, and scrolling. Comments, attachments, and other page content stay properly aligned and easier to read on different screen sizes.
Fixed Interface layout: Zelo’s main screens now display with more consistent spacing and sizing. Buttons, tabs, and form pages are easier to read, and the discussion panel adapts better to different screen widths.
Improved Loading notification: Zelo now displays a larger loading notification in the lower-right corner of the screen, making it easier to see when data is being saved, refreshed, or calculated. The indicator is more prominent and stays visible above standard views during longer operations.
Improved Advanced mode: You can now switch to advanced mode with the correct configuration context. This makes settings pages and setup steps load more reliably.
Added Tools scheduling: The schedule area now includes additional tool-related entries. Sample data is also included to help users set up and verify tool workflows more easily in Zelo.
Fixed Disabled button styling: Disabled buttons now keep the intended muted color when hovered or focused. This prevents them from appearing clickable and keeps unavailable actions visually consistent across Zelo.
Improved Hover colors: Hover highlights across the interface now use one consistent subtle color for buttons, menus, list rows, and kanban cards. This makes interactive areas easier to spot and gives the Zelo workspace a cleaner, more uniform look.
Fixed Interface colors: Zelo now applies the correct colors to buttons, tooltips, and other visual elements in the main workspace. This makes the interface look more consistent and helps users recognize actions and messages more clearly.
Fixed Button appearance: Buttons in the Zelo interface now show a clearer outline and a more consistent disabled style, making actions easier to identify and use.
Fixed Profile setup: The core profile module now includes the required record-link tracking component. This helps profile features and related records load more reliably without missing background dependencies.
Fixed Developer Mode access: The Developer Mode option is now properly available in Zelo. Administrators can enable it to access advanced settings, debug information, and customization tools that support configuration and troubleshooting.
Improved Browser loading detection: Zelo now recognizes more common loading indicators, including spinners and progress messages, when waiting for pages to finish loading. This helps automated browser actions complete more reliably and reduces false “page ready” states.
Improved Interface text sizing: Zelo now uses a more balanced font hierarchy across the application, making menus, forms, tables, and buttons feel less crowded and easier to scan.
Updated Automated test data: Sample email account settings used by Zelo’s background testing were standardized. This helps automated checks for mail configuration run more consistently without changing what users see in the app.
Improved General settings and logout menu: The menu entry points for General Settings and the user logout menu were updated to open reliably from the top navigation bar. This makes it easier for users to reach general configuration options and sign out, reducing failed clicks or unexpected menu behavior.
Improved Support diagnostics: Diagnostic files are now consistently kept after automated system checks. This gives support clearer context when investigating unexpected behavior.
Improved Page loading detection: Zelo now recognizes additional loading indicators while waiting for pages to finish loading. This makes browser-based checks wait more reliably and reduces interruptions during automated tasks.
Updated Core application: The core Zelo application has been updated to the latest internal revision. This routine refresh keeps the underlying platform consistent and helps modules continue to work reliably together.
Updated Partner contact management: Contact records and related customer information now use a refreshed contact module for more consistent behavior. Users can expect smoother management of contacts, addresses, and partner details in Zelo.
Updated Integration stability: Zelo now includes the latest supported updates to a connected integration, helping keep related workflows current and compatible. This refresh ensures that dependent features continue to work reliably with the latest supported behavior.
Updated Contract management: The contracts add-on has been refreshed to the latest release. This brings recent improvements and stability fixes for creating, renewing, and managing customer or supplier contracts in Zelo.
Updated Web interface: The web interface components have been refreshed to the latest supported version, helping keep Zelo’s browser experience current and more stable across modules. Existing workflows continue to work as before.
Updated Social features: The social area of Zelo has been updated to the latest supported version, bringing improved stability and compatibility with current integrations.
Updated System utilities: Zelo’s internal server utilities have been updated to the latest version, bringing small reliability and maintenance improvements to everyday operations.
Updated Project management: The project module has been refreshed to the latest supported project components, helping project tasks, milestones, and related workflows run more reliably.
Updated Miscellaneous tools: The utility tools were updated to the latest release, bringing recent corrections and refinements to the supporting features used across Zelo. This makes everyday helper functions more reliable and consistent.
Updated Add-on package: A supporting add-on package was refreshed to the latest release, keeping its features aligned with current Zelo modules and reducing the chance of compatibility issues
Fixed Main menu navigation: Opening apps from the main menu now works reliably for Contacts, Sales, Production, Calendar, Dashboard, Notes, and CRM. This helps ensure users reach the right workspace without unexpected delays or failed clicks.
Fixed Profile setup: An incorrect internal dependency was corrected, so profile-related settings and permissions now install and update more reliably
Updated Default profile: The default Zelo profile now activates a cleaner set of core features and removes unstable interface themes. This makes the standard workspace more consistent and helps prevent theme-related display issues.
Updated Italian CRM translation: Italian users now see a more natural lead description prompt in CRM, improving readability when adding details to a lead
Added CRM auto refresh: The default Zelo profile now includes automatic CRM refresh, so sales teams can see updated opportunities and lead details without manually refreshing the workspace.
Improved CRM auto refresh: The automatic CRM refresh now works across kanban, list, and form views, so users see the latest opportunity data more reliably without manually reloading the page
Fixed Form field alignment: Input fields in Zelo forms now align more consistently with labels and surrounding content for a cleaner, easier-to-read layout.
Improved Element highlight: The temporary highlight used when locating page elements is now yellow instead of green. This makes selected items easier to spot on light backgrounds and reduces visual confusion during browser-based workflows.
Fixed Interface text color: The default text color across the Zelo interface now uses the intended dark gray tone, making standard text more consistent and easier to read against the white background
Updated Dashboard appearance: The Zelo interface now has a refreshed visual theme, including a new default background image and an updated app navigation panel for a cleaner workspace
Fixed User and activity setup: Zelo now correctly recognizes the updated Users and Companies menu, dashboard label, and activity type fields, so user creation and activity configuration work smoothly. Team members can set up users and activity types without being blocked by renamed interface labels.
Updated Test data formatting: The sample email account definitions used in Zelo’s testing environment were reformatted for consistency. This keeps test data easier to review and helps maintain reliable email-related test scenarios without changing live email behavior.
Added Login interface: The login page now has a dedicated button that reveals the username and password fields. You can click it before entering your credentials to sign in to Zelo.
Updated Italian localization: The base Italian profile now includes bank account code and fiscal code support. This makes Italian bank details and fiscal code fields consistently available for customers and partners.
Updated Calendar meeting checks: Automated checks for scheduling meetings and editing calendar events were refined for more consistent behavior. This helps keep meeting-related actions in Zelo reliable when users plan or modify events.
Added Scheduled meetings: You can now create a planned meeting from an item’s activity options and add it to the Zelo calendar. The meeting can be assigned to a specific date, with a title and description, so it appears alongside other calendar events for easier follow-up.
Added Website theme: A new website theme is now available for Zelo websites. Italian website messages have also been corrected for clearer, more natural wording.
Added GDPR compliance tools: Zelo now includes tools to manage customer privacy requests, configure privacy-related website pages, and use built-in templates for collecting personal data. This helps you respond to GDPR requests and keep customer data handling consistent.
Added Sales opportunity data: New opportunity records now include expected revenue, probability, and expected closing date. These details are now kept separate from lead information, making CRM opportunity data more complete and easier to use in sales workflows.
Updated Planned activity types: Activity type settings now support clearer workflows for creating, modifying, duplicating, and deleting activity types, helping users maintain the activity categories used for planning tasks and follow-ups in Zelo
Fixed Font spacing: Form labels and headings now use more balanced font sizes and line spacing, making Zelo screens look more consistent and easier to read
Updated Italian claims labels: Italian users will see a clearer “Next Action Date” label in the claims area. The label now reads “Data Prossima Azione” instead of the shortened version, making claim records easier to understand.
Updated Interface font: Zelo now uses the Hack font by default for regular and code-like text, giving the interface a cleaner and more consistent appearance.
Improved Opportunity contact data check: The verification screenshot for an opportunity’s contact details now focuses on the relevant contact information area, making the saved evidence clearer and easier to review
Updated Demo contact data: The sample lead address now includes a street number, making demo records more complete and realistic
Improved Opportunity contact details: The Contact Information tab in a CRM opportunity now displays the related street address, company name, and contact name more reliably. This helps sales teams confirm that the correct customer details are attached to each opportunity.
Fixed Italian localization updates: The update process for Italian localization now selects the correct release of localization features, preventing customers from receiving mismatched or outdated Italian compliance functionality during automatic updates.
Updated Core platform: The core application was refreshed to a newer platform build, bringing current stability improvements and minor enhancements. This update helps keep Zelo running smoothly and maintains alignment with recent system-wide improvements.
Updated Italian localization: Zelo’s Italian localization package has been updated to the latest version, keeping Italian accounting, tax, and compliance features current for a more reliable experience.
Updated Website components: The latest stable version of Zelo’s website building components has been incorporated. This keeps website pages and storefront features aligned with the current platform release.
Updated Social features: The social collaboration components have been refreshed to a newer version, bringing minor enhancements and improved stability to social posting and feed-related functionality in Zelo.
Updated System utilities: Zelo now includes the latest updates for core server tools. These improvements help keep background operations, access controls, and administrative utilities running smoothly across your ERP environment.
Updated Project management: Project workflows have been refreshed with the latest stable improvements, helping teams track tasks, milestones, and project records more smoothly in Zelo. This update keeps project functionality aligned with the current platform and reduces the chance of unexpected issues.
Updated Invoicing module: The invoicing module has been refreshed to the latest stable accounting release, helping keep invoice processing, validation, and financial reporting aligned with current best practices. Your existing invoicing workflows remain unchanged, while the update supports more reliable behavior as the broader accounting stack evolves.
Updated Financial reporting: Zelo’s accounting financial reporting has been refreshed with the latest stable updates, helping balance sheets, profit and loss statements, and related reports stay accurate and easier to maintain.
Updated Extension library: Zelo now includes a refreshed version of the bundled extension library, bringing the latest corrections and compatibility improvements without any action required from users
Updated Access controls: User permissions and access management have been refreshed to the latest version, helping ensure security settings continue to work reliably across Zelo
Updated Quality check data: The sample lead records used by Zelo’s internal checks were tidied. This helps keep automated testing consistent without changing anything visible in your workspace.
Fixed Lead conversion: Converting a lead into an opportunity now opens the correct conversion dialog, so you can assign a salesperson, choose a sales team, and create the opportunity without interruption
Fixed Database configuration: Translation files now load with the correct overwrite setting during database setup. This ensures language updates are applied as intended when configuring Zelo.
Updated Core platform: The underlying Zelo platform was updated to the latest stable baseline. This keeps all modules aligned with current platform changes and helps prevent compatibility issues in everyday workflows.
Improved Database creation: New Zelo databases now load all available language translations more reliably. This includes refreshing translation entries that were previously kept unchanged, so menus, fields, and messages appear in the intended language.
Added CRM opportunity details: You can now enter and save key opportunity information, including expected revenue and win probability, directly from the opportunity form. This makes it easier to keep sales pipeline data accurate and up to date.
Updated Language translations: Core English and Italian translations have been refreshed so module titles and view descriptions appear with cleaner, more consistent labels, helping users see accurate Zelo module names in their preferred language
Updated Italian claim labels: The Italian interface for customer claims now uses clearer wording for several fields. The responsible person is displayed as Supervisor, and labels for the next action date and issue responsibility are shortened so they are easier to read.
Updated CRM Italian translations: The Italian CRM interface now uses clearer wording for lost opportunity reasons, making opportunity filters and reports easier to understand
Updated Lead workflow: A reference checkpoint was added to the automated lead workflow for attachment and follower notification steps. This helps Zelo maintain and extend lead management actions more reliably.
Fixed Sample customer data: The website address for a sample client was corrected, so test customer records now contain a valid URL instead of an email-like address
Updated Email queue manager: The scheduled action that processes queued outgoing emails now has a clearer name, making it easier to find in general settings when configuring how often queued emails are sent
Added Lead email notifications: You can now send an email message to a CRM lead and notify its followers. This helps sales teams keep interested parties informed about lead updates and next steps.
Added Lead documentation: New visual steps show how to duplicate a lead, mark it as lost, and send a message with attachments to a lead and its followers
Improved Lead and opportunity workflows: Lead and opportunity workflow steps are now grouped more consistently. This helps keep the CRM customer journey clear, from lead creation and conversion to opportunity management.
Added CRM lead workflows: Lead workflows can now mark activities as done and convert a lead into an opportunity for a new customer, helping sales teams move qualified prospects into the pipeline with fewer manual steps
Added CRM lead conversion and activity completion: You can now mark CRM activities as completed and convert leads into opportunities. During conversion, you can assign a salesperson and team to move the prospect into the sales pipeline.
Updated CRM opportunity pipeline: Opportunity stage columns have been repositioned to match the updated sales pipeline layout. Lead activities can now also be marked complete as part of the lead process.
Fixed Filter options menu: Opening the filter menu no longer causes a repeated loop, so users can open and apply search filters more reliably
Updated CRM workflow: The CRM workflow support was cleaned up by removing an outdated internal reference, helping CRM-related automated steps stay stable and easier to maintain
Improved User reactivation: The inactive-user filter now opens correctly when reactivating an account, making it easier to find and restore access for users who need it
Added CRM lead checks: Zelo now includes an extra automated validation step for CRM lead records, helping ensure lead information is handled correctly in customer and sales workflows
Added Search filter menu: You can now open the expanded filter menu from the search bar, making it easier to apply advanced criteria and refine records in list views.
Added Lead activity scheduling: You can now plan follow-up activities directly from a lead’s detail page. Related lead actions such as marking a lead as lost, archiving it, and restoring it now work more reliably from list views.
Added CRM lead workflow: New quality checks now cover lead creation, activity scheduling, internal notes, duplication, archiving, and deletion. This helps keep CRM lead management in Zelo reliable for users.
Fixed Installation upgrades: Selecting a specific Zelo version for an upgrade now applies that version before system preparation, making version updates more consistent and reliable
Fixed Installation dependencies: Zelo now installs the correct PostgreSQL database client package on supported Linux systems, so setup completes smoothly and Zelo can connect to the database as expected
Updated Core platform: The main Zelo application package was updated to a newer stable build. This refresh brings recent core enhancements and helps keep all connected modules aligned with the latest platform version.
Updated Stock logistics workflow: The stock logistics workflow has been refreshed with the latest enhancements, keeping warehouse and logistics operations aligned with recent Zelo improvements. This helps stock transfers, deliveries, and related workflows continue to run smoothly and consistently.
Updated Partner contact management: Zelo’s partner and contact features have been refreshed with the latest updates, helping keep customer, supplier, and employee contact details more consistent and easier to maintain
Updated Sythiltech integration: The Sythiltech integration has been refreshed to the latest stable release, improving compatibility with current Zelo workflows and more reliable data synchronization.
Updated Contract management: Contract records, renewals, and related workflows now use the latest contract module release, ensuring more consistent behavior and the most recent contract-related improvements are available in Zelo
Updated Contributed add-on refresh: The bundled set of contributed add-ons is refreshed to a newer compatible version. This helps Zelo stay aligned with recent enhancements and fixes without affecting your normal workflows.
Updated Web interface: The browser-based interface has been refreshed to keep Zelo current and more reliable. This update improves page loading, form interactions, and overall consistency across Zelo screens.
Updated Social activity: The built-in social module was updated to the latest stable version, so feed posts, mentions, and activity streams now run with recent enhancements and better compatibility across Zelo.
Updated Platform utilities: Zelo’s internal server utilities have been refreshed to a newer compatible version, helping keep background tasks and system administration features stable.
Updated Project management: The project management area has been refreshed to the latest project version, bringing recent improvements and stability fixes. Project records, tasks, and related project workflows should now behave more consistently in Zelo.
Updated Invoicing: Zelo’s invoicing functionality has been refreshed to the latest stable version, helping you create, validate, and process invoices with the most current supported behavior.
Updated Financial reporting: The financial reporting tools were refreshed with the latest accounting reporting enhancements, so standard reports such as balance sheet and profit and loss statements stay accurate and easier to work with
Updated Bank payment integration: The bank payment provider connection has been refreshed to a newer supported release, helping ensure more reliable transaction downloads, reconciliation, and payment status updates in Zelo
Updated Miscellaneous tools: The supporting utility features have been refreshed to the latest stable version, so small add-ons and background helpers now include recent refinements and fixes
Updated Extension package refresh: A bundled Zelo extension was updated to a newer revision, helping keep related workflows compatible and stable across the current platform.
Updated User access: The underlying access management components have been updated to the latest release. This helps keep roles, groups, and permission settings working smoothly across Zelo modules.
Added CRM lead archive: You can now archive and restore leads in Zelo CRM, keeping your pipeline focused on active opportunities while preserving past leads for later review. Archived leads can be reopened when needed, and the lead workflow now includes these archive and restore actions as part of the standard process.
Improved System upgrades: Upgrade operations now automatically run the required system setup before applying a new version. This ensures the service is stopped and the environment is prepared, making version changes more reliable for administrators.
Added Database setup: Zelo now includes PostgreSQL client tools by default during installation, helping ensure database connectivity and related reporting features work smoothly
Added CRM lead workflow: The CRM lead process now includes a deletion step, allowing a lead to be removed after it has been created, duplicated, or updated. This helps keep the lead list current and supports automated end-to-end lead scenarios.
Added CRM lead management: You can now duplicate a lead and attach documents to it directly from the CRM lead list. Duplicating copies an existing lead for a new opportunity, while attachments keep supporting files linked to the right lead.
Improved File generation: Generated files are now checked for actual content before Zelo continues, so users are less likely to receive empty or incomplete downloads.
Updated Lead duplication: The CRM lead duplication flow has been polished for smoother use. You can now duplicate a lead more consistently from the lead form.
Added CRM lead workflow: Zelo now includes dedicated automated checks for the lead workflow, confirming that lead processing, opportunity stage setup, and related CRM lead steps behave consistently.
Added Lead workflow: Zelo now supports a guided lead workflow, allowing users to create and track leads with consistent data. This helps sales teams move potential customers through the pipeline more efficiently.
Added Lead workflow checks: Zelo now verifies CRM lead behavior as part of its routine quality checks. This helps confirm that lead records are created, tracked, and managed correctly for your sales team.
Fixed CRM lead creation: Creating leads now handles contact and location details more reliably, so sales teams can save new prospects without unexpected issues.
Added Lead creation: Lead creation now supports a fuller set of details, including company, contact, address, website, email, phone, mobile, sales team, and notes. Users can capture richer lead information during initial opportunity setup.
Improved Lead workflow: Lead workflow behavior now has extra automated validation, helping sales teams move leads through stages and closing steps with greater reliability.
Added Lead creation workflow: Zelo can now open the lead creation form and fill in lead details as part of an automated workflow. This makes it easier to test lead intake and run repeatable CRM processes without manual setup.
Added Lead creation: You can now open a new lead form in CRM and enter lead details in a clearer, separate step. This helps sales teams start new leads faster and keep contact, company, and sales team information organized.
Improved System maintenance: Updates now avoid an unnecessary server restart. This reduces interruption and helps Zelo come online more smoothly after maintenance.
Fixed System readiness checks: Installation, update, and automated maintenance steps now wait for both the Zelo application service and the web server to be ready before proceeding, which helps prevent errors when services start at different speeds
Fixed System upgrades: The upgrade routine now completes its database update step correctly, helping ensure Zelo updates apply smoothly
Added Installation upgrade workflow: System administrators can now move a Zelo installation to a selected version point and have all databases updated automatically. The process coordinates service restarts to reduce manual steps and lower the risk of missed updates.
Updated Core application: Zelo’s main application bundle has been refreshed to the latest internal build, bringing recent platform improvements and fixes to the core system.
Updated Contributed add-ons: Zelo has refreshed a set of contributed extensions. This brings recent enhancements and fixes to the related workflows in your ERP.
Updated Server tools: Zelo now includes an updated server tools package, helping keep administrative and background operations stable and current
Updated Account invoicing: The invoicing area has been refreshed with the latest stable improvements, so invoice creation, validation, and accounting entries continue to run smoothly
Updated CRM lead creation: You can now create leads with more complete customer information, including contact details, website, phone numbers, assigned sales team, and priority. The opportunity pipeline view also supports adding new stage columns more reliably.
Added Opportunity pipeline columns: You can now add new columns to opportunity pipeline stages in run play blocks, helping sales teams track the right deal details at each stage without leaving Zelo
Added Opportunity pipeline columns: You can now add a new column to the opportunity pipeline to represent an additional sales stage. This helps sales teams track deals through custom phases and see opportunities grouped by stage in the pipeline view.
Added CRM documentation: Zelo now includes visual examples for creating opportunity stages, tags, and closing reasons. These screenshots help you understand and follow CRM setup steps more easily.
Added Opportunity configuration: You can now configure tags and closing reasons for CRM opportunities, giving teams a consistent way to categorize deals and record why they were won or lost
Added Opportunity tags and closing reasons: You can now create, duplicate, disable, and delete tags and closing reasons for CRM opportunities and leads, making it easier to track deal status and understand why opportunities are won or lost.
Added CRM tags and closing reasons: You can now manage tags and closing reasons for leads and opportunities in Zelo CRM, making it easier to categorize prospects and track why deals are closed.
Updated Italian localization: Italian localization updates now default to Zelo’s dedicated update channel, helping keep Italy-specific accounting, tax, and compliance features aligned with the rest of Zelo
Updated Italian localization: The Italian localization support has been refreshed to the latest stable revision. This helps ensure Italy-related invoicing, tax, and compliance features continue to work smoothly in Zelo.
Updated Zelo core: The core platform has been refreshed to a newer stable build, ensuring the latest core improvements and bug fixes are available across the system
Updated Partner contacts: Contact records now include the latest updates to Zelo’s partner and contact management, helping customer, vendor, and employee details stay more consistent and easier to maintain
Updated Platform components: Zelo now includes refreshed internal platform components. This helps keep everyday workflows stable and ensures the system stays compatible with recent updates.
Updated Contributed add-ons: Zelo has refreshed a set of contributed extensions. This brings recent enhancements and fixes to the related workflows in your ERP.
Updated Application suite: The latest public applications bundle has been refreshed, bringing recent enhancements and stability improvements to Zelo’s standard apps
Updated Web interface: Zelo’s browser-based interface components have been refreshed to include recent usability and stability improvements. This helps forms, lists, and on-screen interactions work more consistently across Zelo.
Updated CRM: The CRM module was refreshed with the latest community enhancements, so lead, opportunity, and sales pipeline management stays current and works more consistently with recent Zelo improvements
Updated Financial reporting: Zelo’s financial reporting components have been refreshed to a newer stable version. Accounting users can rely on more consistent statement layouts and calculations when preparing balance sheets, income statements, and trial balances.
Updated Messaging features: Email and messaging-related tools in Zelo have been refreshed to keep communication workflows stable and compatible with the latest platform updates
Updated Add-on components: The latest add-on components are now included in Zelo, bringing recent fixes and enhancements to the modules that rely on them. This helps keep supported workflows current without any extra setup from you.
Updated Local server connection: Database setup now connects to the Zelo server using the expected local port 8080. This ensures database creation, listing, and maintenance tools communicate with the correct local server.
Added System setup: Zelo installations on Debian now include utilities for image optimization and duplicate file detection. This supports more reliable image compression and file cleanup when managing records and attachments.
Added Opportunity stage columns: You can now close, edit, and delete columns associated with CRM opportunity stages. This makes it easier to keep stage-related columns organized while managing opportunities in Zelo.
Added Opportunity pipeline stage management: You can now close, rename, or remove stages in the CRM opportunity pipeline. This makes it easier to keep your sales pipeline organized by adjusting the columns that represent each deal stage.
Added Opportunity stage setup: You can now configure the stages used by sales opportunities, so teams can define the pipeline steps that best match their sales process.
Added Sales opportunity stages: Zelo now supports managing the stages used in the opportunity pipeline. Users can create, reorder, duplicate, and delete stages to tailor the sales process to their business needs.
Added CRM pipeline stages: You can now move, duplicate, and delete opportunity stages in the CRM pipeline, making it easier to customize how deals progress through your sales process.
Updated Documentation build: Generated documentation no longer optimizes screenshot images automatically by default, making builds faster and more predictable while still allowing optional image optimization
Fixed Documentation build: Zelo help file generation now runs image optimization with a more balanced processing setting, reducing temporary resource pressure and making documentation builds more reliable
Updated User documentation: The Zelo documentation now uses a refreshed template and more efficient image handling. Screenshots are automatically compressed and duplicate images are reused, so published documentation uses less storage while remaining fully readable.
Improved Sales channel setup: The configuration flow for sales channels and sales team members has been refined. This helps setup tasks run more smoothly in Zelo.
Added Sales channel team setup: Sales channels can now be configured with assigned sales team members and a sales chart. This gives direct-sales channels clearer ownership and a ready-to-use reporting structure.
Improved CRM setup checks: We added a focused check for sales user configuration and simplified the sign-in steps used when verifying CRM setup. This helps ensure sales users and CRM settings are configured correctly.
Fixed CRM configuration: CRM configuration options such as lead phone validation, email aliases, sales channels, and team members now work as expected. This makes it easier to set up and manage your CRM in Zelo.
Added CRM sales configuration check: A new focused automated check for sales user settings has been added to the CRM test coverage. It will later be merged into the main CRM test suite, helping ensure CRM configuration behavior is verified before release.
Fixed Sales channel labels: A misspelled label in a sales channel’s graph settings has been corrected, so opportunity-related wording now displays correctly in the affected sales channel view
Fixed Documentation watermark: Zelo watermarks on documentation screenshots now display with improved clarity, transparency, and proportion so the logo is easier to see without obscuring the content
Fixed Browser-based previews: Automatic window resizing now works reliably, so previews and generated documents are captured with all content visible and without unnecessary scrollbars. Zelo now waits for the page to finish loading before measuring the space needed for visible elements.
Updated Core system: Zelo’s core system has been updated to a newer version. This helps keep the platform stable and ensures all connected modules work together smoothly.
Updated System components: A bundled system component was refreshed to the latest available version. This helps keep Zelo stable and compatible with current system behavior.
Updated Contributed add-ons: Zelo has refreshed a set of contributed extensions. This brings recent enhancements and fixes to the related workflows in your ERP.
Updated Web interface: Zelo’s web interface now includes newer shared interface components, helping keep screens, menus, and common user actions consistent and more reliable across modules
Updated Server utilities: Zelo’s internal server utilities have been refreshed to a newer stable release, improving the reliability of background jobs, scheduled tasks, and system maintenance operations. You can expect smoother processing with fewer interruptions during routine system activities.
Updated Extended add-on bundle: Zelo now includes the latest version of the bundled add-ons, so related workflows use the newest fixes and compatibility improvements.
Updated CRM opportunity phases: Zelo’s CRM phase handling was refined to better support actions like removing, duplicating, or attaching records to an opportunity phase. This is an internal cleanup with no visible change, but it helps keep opportunity phase workflows consistent.
Updated Lead email aliases: The CRM lead email alias setting is now configured consistently, so lead-related email aliases continue to work reliably in Zelo
Added CRM opportunity stages: You can now create custom opportunity stages in Zelo CRM, such as a canceled stage with a 0% probability, to better track where a deal is in the pipeline. Sales channel setup now also includes clearer visual guidance for configuring members and dashboard grouping.
Fixed CRM launch: Opening CRM from the main menu now refreshes the page before loading, helping the CRM workspace display the latest data and avoid stale views after navigation.
Updated Core platform: Zelo has been updated to a newer core platform build, providing a more stable foundation for all modules and helping prepare the system for future enhancements
Added Sales channel sample data: Zelo now includes ready-to-use sales channel examples with team type, leader, short name, contact acceptance, and forecast graph settings. This helps users review and configure sales channels more quickly when setting up sales reporting and opportunity tracking.
Updated Sales channel setup: Sample sales channel data can now be imported and used consistently. This helps configure channel names, team members, and dashboard graphs in CRM more reliably.
Fixed CRM quality checks: The CRM quality check that was incorrectly causing automated checks to fail has been temporarily disabled, allowing routine checks to run to completion. The CRM module remains available for normal use while the check is being corrected.
Added Sales channel setup: You can now configure basic sales channel details in CRM, helping sales teams record and track opportunities by the channel that generated them.
Updated CRM configuration: CRM settings and sales-channel setup now use the appropriate user permissions. This makes related configuration steps more consistent and reliable.
Fixed CRM access: The CRM now opens more reliably by removing an automatic refresh step that could cause the screen to malfunction. Users can access CRM modules from the main menu without unexpected reloads.
Fixed CRM and sales channel configuration: CRM settings and sales channel setup now work reliably, allowing users to access the correct settings pages and create or edit sales channels without interrupted steps
Improved Browser page loading: Automated browser actions now wait for pages to finish loading more reliably, even when a page does not use the jQuery library. This helps background tasks and integrations complete without getting stuck or failing too early.
Improved Email link verification: Email utilities now include a simple manual-testing example, making it easier to verify that outgoing email links and client setup behave as expected
Fixed Browser failure screenshots: When Zelo needs to save a failure screenshot and the file cannot be written because of permission restrictions, the process now records a clear error and continues instead of stopping. This helps support teams capture more useful context without disrupting the workflow.
Fixed Contact deactivation: Deactivating a contact now works more reliably when using the Active status button, with the corrected page targeting ensuring the right button is highlighted and the action completes without unexpected behavior
Updated Sales team automation: The automated sales team setup in CRM has been refined to improve reliability when selecting team members. This helps ensure the correct sales team members are included during guided or automated processes.
Fixed CRM module access: CRM can now be opened correctly from the main menu. This fixes a navigation issue caused by a mismatch in the module name.
Improved CRM testing: Automated browser checks for CRM workflows are now included in Zelo’s quality tests. This helps catch issues earlier and keeps CRM features more reliable.
Improved CRM setup: Zelo now performs additional checks when configuring CRM options such as lead handling, international phone prefixes, lead email aliases, and sales channels. This helps ensure the CRM features are set up correctly and work reliably for your team.
Added Lead list view: The extended lead list view is now included in the default Zelo profile, so CRM lead lists are available with the enhanced layout automatically. This means users can see the updated lead list columns and actions without needing to install an extra extension.
Fixed Lead list icon: The lead list module now displays the correct Zelo logo, so its app icon looks right and stays consistent with the rest of Zelo
Fixed Lead list view icon: The incorrect logo used as the app icon for the lead list view extension has been removed, so Zelo now displays the correct branding for that module.
Fixed Lead list view: The lead list now displays with corrected alignment. This ensures the date and lead description columns remain neatly spaced when reviewing opportunities in Zelo.
Added Lead list layout: The CRM lead list now shows a reorganized column layout with key details such as creation date, description, referral source, partner, contact, email, phone, and city. The updated labels are also available in Italian, making it easier to review and manage leads at a glance.
Implied Automated testing: Test runs now produce cleaner, less verbose output. This helps the team review results more quickly and focus on meaningful issues.
Improved Automated quality checks: We refined Zelo’s internal testing process to validate profile-related features separately. This helps catch issues earlier and keeps core profile functionality more reliable for customers.
Updated Core platform: Zelo’s underlying platform has been updated to the latest stable maintenance release, bringing incremental stability and compatibility improvements to the services that support all ERP modules
Fixed Contact deactivation: Deactivating a contact now works more reliably in Zelo. The system correctly identifies the contact status button, so users can mark contacts as inactive without the action failing.
Improved Automated testing: The quality checks that validate Zelo updates now cover more built-in modules and run concurrently, helping catch issues earlier and making releases more reliable
Fixed Sales lead workflow: Creating and converting leads now navigate directly to the sales lead list, removing an unnecessary menu step that could interrupt the action.
Fixed Automated testing: Automated quality checks now correctly ignore modules that are excluded in a profile, so test runs focus only on the intended Zelo modules. This makes validation results more reliable and helps prevent unrelated module issues from affecting checks.
Updated CRM location: Removed an outdated location check for CRM leads. Lead city, state, country, and location details now stay consistent when the partner address changes.
Updated CRM quality checks: Routine CRM quality checks are being adjusted by temporarily pausing an unverified automated check. This does not change how CRM records, pipelines, or follow-up activities work in Zelo.
Updated Test environment: Elena Fantini has been re-enabled in automated user setup and email configuration, so test environments now include her profile consistently
Fixed Browser window resizing: The background browser no longer automatically resizes the window when preparing pages for automated tasks. This makes browser-based operations more stable and reduces unexpected interruptions.
Fixed New database creation: Creating a new Zelo database now completes successfully after an update caused setup to fail. This restores reliable database initialization for new environments.
Updated Core application: Zelo’s underlying application base has been refreshed to the latest stable version. This keeps all modules aligned with recent core improvements and helps maintain stable, consistent behavior.
Updated Supporting integration: A supporting component was refreshed to improve stability and ensure smoother compatibility with the latest Zelo workflows
Updated Contributed add-ons: Zelo has refreshed a set of contributed extensions. This brings recent enhancements and fixes to the related workflows in your ERP.
Updated Standard application modules: Zelo’s built-in application modules were refreshed to the latest stable revision, keeping standard features current and helping maintain reliable compatibility across your ERP workspace
Updated Web interface: The standard web interface has been updated to the latest stable version, bringing small UI refinements and better compatibility with other Zelo modules
Updated Social integration: Zelo’s social media connection has been refreshed to the latest supported version. This helps sharing, posting, and social notifications stay more reliable across connected platforms.
Updated Payment processing: The payment processing area has been refreshed with the latest upstream updates, helping bank payments and related accounting entries stay consistent and easier to maintain.
Updated Invoicing: The invoicing module has been refreshed to the latest upstream accounting release. This keeps invoice creation, validation, and related billing behavior aligned with recent Zelo accounting improvements.
Updated Financial reporting: The accounting financial reporting components were refreshed with the latest improvements. This helps Zelo keep account statements, balance sheets, and other financial reports accurate and compatible with recent accounting updates.
Updated Analytic accounting: The analytic accounting area has been refreshed with recent refinements, helping cost tracking, allocations, and analytics-related accounting features stay current and reliable.
Updated Add-on support: The bundled add-on collection has been refreshed to the latest available version, so Zelo can use the newest supported features and fixes without separate manual updates
Added CRM documentation: Zelo now includes a dedicated CRM manual page with screenshots and links to the module’s screens. It helps users understand how to manage leads, opportunities, and customer relationships without extra training.
Added Sales channel setup: You can now create and configure sales channels in CRM, assign team members, and set an incoming email address for the channel. This makes it easier to organize sales teams and route new leads to the right people.
Fixed Notes: Opening notes from the main menu now works reliably, so users can create, edit, delete, and schedule note activities without unexpected interruptions.
Updated User manual: The new-user documentation now includes clearer screenshots and links for configuring sales access and lead visibility, making it easier to set user permissions correctly
Fixed Contact deactivation: The deactivate option for contacts now reliably targets the correct active status button, so contacts can be disabled without accidentally clicking another status button
Added User permission screenshots: User permission screens now include highlighted visual examples showing where to enable access rights. Administrators can more easily assign permissions for app installation, administration, settings, and sales roles.
Added CRM email alias for leads: You can now create a dedicated email address for your CRM. Incoming messages sent to it can be turned into new leads, making it easier to capture customer inquiries automatically.
Added CRM international phone numbers: You can now add international dialing prefixes to phone numbers in CRM contacts and leads, helping ensure numbers are complete and formatted correctly for calling or messaging.
Fixed Documentation generation: Zelo documentation now builds consistently by pinning the documentation tool to a stable version, reducing unexpected build issues
Fixed Documentation generation: Zelo documentation now builds consistently by pinning the documentation tool to a stable version, reducing unexpected build issues
Added Active lead management: Zelo CRM now supports active leads, letting teams enable lead tracking in settings and follow sales prospects from initial contact through conversion.
Added CRM menu access: You can now open the CRM module directly from the main menu, making it easier to reach customer relationship management tools from the primary navigation
Added CRM location support: The default Zelo profile now includes CRM location functionality, so users can manage customer locations directly from CRM. This makes location-based CRM data available without needing extra configuration.
Added Sales lead address autocomplete: Zelo can now suggest postal code, city, state, and country values while entering a lead’s address. This makes it easier to capture accurate customer locations and reduces manual address entry.
Updated Automated testing: Zelo’s internal quality-check setup was reorganized to run routine checks for contacts, calendar, CRM, chat, notes, and data import/export more cleanly, helping keep these everyday features reliable.
Added Automated quality checks: Reusable automated routines now help verify core Zelo workflows such as login, user creation, permission rules, email settings, and protected access settings, helping ensure these features work reliably
Fixed Calendar event creation: Quick events can now be added to the correct calendar day reliably, helping ensure events are saved without date-related issues
Mai 2018
Added Marketing executive dashboard: Zelo now includes a dedicated dashboard for marketing executives that visualizes CRM and sales performance, including lead funnels, marketing costs, and ROI indicators. Users can monitor key metrics at a glance and export insights to share with their teams.
Added CRM quality checks: Zelo now includes an additional automated check for CRM workflows, helping teams catch issues earlier and keep CRM behavior more dependable.
Added Sales user permissions: You can now configure sales-related permissions for users, so each person can be granted the right access to sales records and actions.
Added User sales positions: User profiles can now include a sales position, helping teams assign sales responsibilities and understand which users can manage or view sales documents.
Added Sales user permissions: You can now assign a user’s sales access level and choose whether the Lead menu is visible to them. This helps administrators control which sales-related features each team member can see and use.
Fixed Base profile setup: The base profile no longer references unavailable CRM components as required dependencies. This helps module installation and updates complete more smoothly.
Updated Base profile setup: The base profile now automatically includes the required CRM components, so related customer and sales workflow features are available without separate installation. This helps ensure dependent CRM settings remain consistent when the profile is installed.
Fixed Event invitation status: Calendar event invitations are now validated correctly for missing acceptance before recurring event updates, so event status and calendar entries stay accurate
Fixed Event invitation checks: The automatic acceptance check now finishes cleanly by closing the confirmation prompt after confirming an invitation has been accepted, preventing leftover dialogs from interfering with calendar scheduling.
Improved Incoming email checks: Zelo now waits a little longer before reporting a failure when checking for new incoming emails. This reduces false errors and helps ensure messages are picked up reliably even if a mail server delivers them slightly later than expected.
Updated Upgrade testing: We updated the upgrade validation process to reference the latest Zelo version, helping ensure that future updates are checked more thoroughly for your environment
Updated Contact management: Contact data import/export checks now run more consistently: A small maintenance update helps ensure contact records are correctly recognized after import or export operations, supporting smoother handling of customer and contact information in Zelo.
Added Contact import/export documentation: The user manual now includes a dedicated section explaining how to import and export contact data, including CSV and Excel export options and CSV import steps. This helps users move contact records in and out of Zelo without searching through separate guides.
Updated Contact import: The XLS contact import helper has been temporarily disabled in automated documentation checks. This keeps the import process from running until the contact data import flow has been fully tested.
Removed Contact data import verification: An extra automated check for importing contact data has been removed from the export workflow. This keeps the contact export process cleaner and helps it run more smoothly.
Removed Contact import file: An untested Excel contact import file has been removed from Zelo. This avoids accidental use of an unsupported spreadsheet and keeps the partner import process focused on tested, reliable import options.
Fixed Side menu layering: The side navigation drawer now displays in the correct layer relative to pop-up windows, so menus and dialogs no longer overlap unexpectedly while you work in Zelo
Added Contact import sample: A sample contacts spreadsheet is now available to help test importing contact data into Zelo and confirm that customer and vendor records load as expected
Fixed Contact data import/export: Contact records can now be exported to Excel and imported from CSV or Excel files more reliably, because the workflow now selects the correct contact record and file option before starting the transfer.
Added Excel contact import/export: Contact data can now be exported to and imported from Excel XLS files, making it easier to move contact records between Zelo and external spreadsheets
Updated Contact data import/export: Zelo’s contact import and export process has been streamlined for CSV and Excel files. You can now move contact records in and out of Zelo with a clearer, more consistent flow, reducing the chance of missed fields during data transfers.
Fixed Contact data import: Importing contact data from Excel or CSV files now works reliably. Zelo correctly identifies the import validation and import steps, so files process without getting stuck.
Removed Test contact data: Removed sample contact files used only for testing import and export workflows. They no longer appear in Zelo, reducing clutter and avoiding confusion with real customer records.
Added Sample customer record: A new sample customer is now available for testing contact imports. It includes details such as city, phone, email, PEC address, and company flag, helping you verify imported customer data more easily
Improved Contact data export: The export window now closes automatically after you export contact data to CSV, so you can continue working without manually dismissing the dialog
Removed Contact Excel import/export: Excel-based import and export for contact records is no longer active in Zelo. Customers can continue to import and export contact data using CSV files.
Fixed Contact CSV export: Contact list CSV exports now use the expected column layout, so customer and contact details download with the correct fields and remain reliable for reporting.
Updated Core platform: Zelo’s main application has been refreshed to a newer core version. This keeps the system stable and consistent across all modules.
Updated Website experience: Zelo’s website components have been refreshed to the latest compatible release, helping website pages, navigation, and online store settings work consistently with the current system
Updated Add-on suite: Zelo’s supporting add-on suite has been refreshed to the latest stable revisions, bringing recent fixes and small enhancements to related workflows. This helps keep business processes more consistent and reliable across the affected features.
Fixed Contact import: Contact data imports from CSV and Excel files now work correctly after selecting the file, so users can load customer or contact records without the import step failing. This makes bulk contact updates more reliable.
Updated General settings validation: The automated checks for general settings were refreshed to keep activity setup and contact export verification consistent and reliable
Improved Contact CSV export: Contact records can now be downloaded as a CSV file more reliably. The exported file contains the expected contact fields, such as name, email, mobile, address, country, website, and VAT.
Improved Spreadsheet downloads: CSV and XLS files generated by Zelo now download automatically, so exports save to your computer without an extra browser prompt
Added Contact CSV import: You can now import contact records from CSV files, allowing bulk loading of customer, vendor, or contact data into Zelo. This reduces manual entry and helps keep contact information current when moving data from external sources.
Added Contact import: You can now import contact data from CSV files directly in Zelo. This lets users bring in customer, supplier, or other contact records from CSV exports without entering them manually.
Fixed Contact import and export: Uploading a contact import file now completes the import process, and contact exports now include the correct name and active status fields
Added Contact import samples: Sample customer records are now available in CSV and XLS formats for testing contact data updates. These records help verify that contact details such as address, phone, email, and company information import and update correctly.
Updated Contact data export: Contact exports to CSV and spreadsheet formats now include more complete details, such as company name, active status, postal code, language, VAT number, and customer status, making exported contact lists easier to review and use.
Added Calendar event notifications: You can now acknowledge calendar event notification alerts before continuing with contact import or export, helping scheduled workflows proceed smoothly
Improved Contact Excel export: The contact export process now prepares all selected contact fields before creating the XLS file. This helps ensure exported customer data, such as address, phone, email, and website details, is more complete and consistent.
Updated Contact data import/export: Contact data exports now include the intended contact fields before the CSV download starts, and contact imports can now upload the file directly from your computer to Zelo
Improved Documentation generation: Automated help and setup documentation now records each recurring step only once. This keeps generated guides for contacts, email configuration, data import/export, notes, and system checks cleaner and easier to follow.
Improved Contact data export: Contact exports to CSV and XLS now select the correct fields and wait for the download to finish. The exported file is saved with a timestamp so you can tell versions apart easily.
Improved Data import/export: We continued improving data import/export for contacts, including exporting contact records to CSV from the contacts list, so moving contact data in and out of Zelo is more consistent and easier to use
Added Calendar invitations: Zelo now checks whether calendar event invitations have been accepted, helping prevent calendar actions from continuing when an invitation acceptance is missing
Added Customer qualification checks: Zelo now includes additional validation when qualifying contacts as customers. This helps prevent records from being saved with an incorrect supplier status, keeping customer and supplier information more consistent.
Added Supplier status check: A new validation now confirms that a contact is not marked as a supplier when only customer status is expected, reducing the risk of incorrect supplier settings on contact records
Fixed Meeting invitation links: Zelo now checks for the correct invitation text when reading meeting emails, so accept, decline, and view links are detected more reliably for calendar events
Updated Core platform: Zelo’s core platform components have been refreshed to the latest stable internal build. This keeps shared services and module behavior consistent and reliable across the system.
Updated Italian localization: The Italian localization package has been refreshed to the latest supported release, keeping Italian tax, invoicing, and accounting features aligned with current compliance requirements.
Updated Web interface: The browser experience has been refreshed with the latest web component updates, giving you a more consistent and reliable interface across Zelo screens
Updated Analytic accounting: The analytic accounting capabilities have been refreshed to a newer version, improving how financial activity is tracked by analytic accounts and helping customers monitor costs, revenue, and project profitability more reliably.
Updated Calendar meeting notifications: Modified client meeting notifications now include the updated meeting title, so attendees can quickly see the current schedule
Updated Core platform: Zelo’s shared application framework has been updated to a newer base release. This refresh helps keep core services stable and prepares the system for future module enhancements.
Improved Logout: Logging out now refreshes the page after clearing session cookies, so users are reliably returned to the login screen without leftover session state
Improved CRM email lead data: The email interpreter now offers clearer examples for preparing lead data payloads, helping users send compressed or plain-text lead information into CRM leads more reliably
Updated Core platform: Zelo’s core application has been refreshed to the latest stable build. This brings recent platform improvements and fixes into your installation.
Updated Community add-ons: The bundled community contribution add-ons were refreshed to a latest revision, helping keep Zelo’s optional features aligned with the current system and reducing compatibility issues.
Updated Server tools: The underlying server-side utilities have been refreshed to their latest supported revision, helping keep administrative features stable and compatible with current Zelo environments
Updated Email and messaging: The built-in email and messaging components have been updated to the latest version, bringing recent fixes and enhancements for sending messages, managing attachments, and tracking discussions.
Updated Add-on bundle: The bundled add-on package has been refreshed to the latest release. This keeps Zelo aligned with current add-on improvements and fixes.
Improved Calendar event invitations: Event invitation emails now reliably support accepting and declining invitations. Attendees can open the link in the email to respond, and the calendar reflects the choice automatically.
Fixed Event invitation acceptance checks: Zelo now opens the calendar view before reviewing event invitation statuses. This makes acceptance checks more reliable and reduces the chance of missed or incorrect invitation responses.
Updated Login validation: Automated sign-in and sign-out checks now run with a cleaner setup, helping ensure users can log in and log out reliably.
Improved Invitation email handling: Event invitation emails are now matched by their content instead of relying on the most recent message. This helps ensure the correct acceptance link is located when multiple invitations arrive in the same inbox.
Updated Calendar event testing: Automated checks for accepting calendar event invitations have been streamlined to focus on the core email invitation and acceptance flow, helping ensure event invites and acceptance links continue to work reliably in Zelo.
Updated Calendar event invitations: The calendar invitation email flow is being refined, so accepting or declining an event invitation should work more reliably in Zelo
Fixed Calendar event invitations: Automated quality checks for event invitation emails and appointment request pages now run more reliably. When a calendar workflow check needs review, clearer screenshots are captured to help identify the issue quickly.
Fixed Automated testing: Automated quality checks now handle browser sessions and email verification more reliably, reducing unexpected test failures and helping ensure Zelo updates are stable before release
Improved Contact and event workflows: Creating, qualifying, duplicating, deactivating, and tagging customer contacts now follow a clearer sequence. Event-change email notifications are also verified more reliably, helping keep customer records and meeting updates accurate.
Updated Contact creation: The standard contact creation routine has been updated to keep the base contact setup flow consistent and dependable, helping ensure contacts are created smoothly from the contacts list
Updated Contact manual: The contact guide now uses clearer section names and updated screenshots, making the steps for creating and editing contacts easier to follow
Improved Contact management: Contact creation, editing, and duplication have been refined so that contact details are configured and saved more consistently, making it easier to set up or reuse contact information in Zelo
Updated Sample customer data: The name of a sample customer record was refined so it displays more clearly in test environments. This keeps demo and validation data consistent without affecting real customer records.
Added Calendar invitation check: Zelo now verifies unaccepted calendar event invitations before event details are changed. This helps ensure meeting updates are processed with the correct invitation status. Users benefit from more reliable calendar event handling.
Updated Customer sample data: The sample customer record used in Zelo tests now has a simpler name without parentheses. This keeps demo and validation customer names consistent and easier to read.
Added Calendar meeting invitations: Zelo can now verify that an event invitation has been accepted before continuing. If the invitation is still pending or requires action, the check reports the issue, helping ensure meeting-related tasks only proceed after confirmation.
Updated Module update order: Zelo now updates its bundled components in a safer sequence during routine maintenance. This helps keep the system more consistent and reduces the chance of temporary issues while updates are applied.
Updated Core application: The main application components have been refreshed to the latest internal release, helping keep Zelo modules consistent and improving overall stability for day-to-day use.
Updated Sythiltech integration: The Sythiltech integration has been updated to its latest version. This helps keep data exchange smooth and ensures better compatibility with recent Zelo features.
Updated Stock logistics workflows: The stock logistics workflow components were updated to the latest stable version, so inventory movements and warehouse processes run with the newest bug fixes and usability enhancements. This helps keep stock tracking smoother and more reliable across Zelo.
Updated Server utilities: The internal server tools component was updated to a newer version, providing the latest fixes and maintenance improvements for automated server-side processes. This helps keep Zelo more stable and easier to maintain.
Updated Partner contacts: Partner and contact management has been refreshed with the latest stable improvements, making customer, supplier, and employee contact records behave more consistently across Zelo. Existing contact data remains available, and standard contact workflows continue to work as expected.
Updated Italy localization: Zelo now ships with the latest Italian localization package, helping keep compliance-related settings, tax workflows, and reporting features aligned with current Italian business requirements
Updated Payment processing: Zelo’s payment processing has been refreshed to a newer supported version, improving reliability for bank payments, payment methods, and accounting entries. Users can continue creating, authorizing, and reconciling payments with fewer unexpected issues.
Updated Financial reporting: Zelo’s financial reporting module has been updated to the latest accounting reporting release, so balance sheet, profit and loss, and related financial statements now reflect recent corrections and improvements for more reliable reporting.
Updated Analytic accounting: Analytic accounting has been refreshed to the latest release, bringing recent improvements and compatibility updates for tracking costs, projects, and profitability in Zelo.
Updated Add-on components: The related add-on components have been updated to their latest revision, helping maintain compatibility and stability for the Zelo features that rely on them. This keeps the integrated functionality aligned with current platform improvements.
Updated Contact editing: The contact update workflow has been clarified so users can more reliably open, edit, and manage contact details, qualifications, and tags
Updated Customer sample data: A sample customer record now has a corrected name with consistent capitalization, helping ensure customer data displays reliably in Zelo
Updated Automated validation: Background test steps for contact duplication and user setup were clarified and reordered. This keeps routine checks more consistent without changing customer-facing workflows.
Updated Automated setup sequence: The automated setup now uses clearer step names for the configuration and user account creation stages. This helps administrators follow the preparation process more easily while keeping the same setup behavior.
Added Calendar event options: When configuring events in Zelo Calendar, you can now set privacy and availability details, so events can be marked as visible to all users and shown as busy on the calendar.
Updated Calendar documentation: The calendar user guide now includes updated screenshots for the month view, quick event registration, and event options. This makes it easier to follow when scheduling and configuring events in Zelo.
Fixed Repository maintenance: The internal cleanup process now removes leftover maintenance logs before optimizing the repository, so Zelo’s automated maintenance runs more reliably during updates.
Improved Update reliability: Automated update checks now prepare the update workspace before loading components, and an additional cleanup step runs afterward. This helps keep deployment checks stable and consistent.
Improved Routine updates: Zelo’s update process now briefly retains update sign-in details while refreshing system components, making routine updates less likely to pause for repeated confirmation
Added Calendar invitation acceptance: Zelo can now verify that calendar invitations show as accepted before an event is updated. This helps ensure meetings and client appointments reflect the correct invitation status in the calendar.
Added Visual theme: Zelo now includes an additional theme option for personalizing the user interface. Administrators can apply it to change the overall appearance without affecting business data or workflows.
Added Website enhancements: Zelo now includes a set of community-built website extensions that can be enabled to expand your public site. This gives you more flexibility for pages, layouts, and customer-facing content without manual setup.
Removed Flexible website theme: The Flexible website theme is no longer available as a separate theme option in Zelo. Existing websites will keep their current appearance, and you can choose another supported theme from the website design settings if you want to change your public site’s look.
Added Duplicate contact check: Zelo now verifies whether a newly duplicated contact matches an existing contact, helping prevent duplicate records from being created
Improved Contact duplication: Duplicating a contact now includes validation that subcontacts and attachments are not copied over. This helps keep duplicate records clean and avoids unexpected inherited data.
Added Contact data import/export: You can now import and export contact records from Zelo using CSV or Excel files. The supported details include company, mobile phone, address, country, email, website, comments, and other contact fields, making it easier to move contact data in or out of Zelo for analysis, migration, or backup.
Added Contact data import/export: You can now run a guided scenario that exports contact data to CSV and XLS files and then imports it back, helping verify that customer records move correctly through the data exchange process
Improved Calendar email invitations: The accept and decline links in event invitation emails now open the appointment request page consistently. Invited users can respond to meetings in Zelo without extra clicks or confusion.
Updated Contact schedule tools: The contact schedule area was updated with clearer internal naming for its quick-action tools. The same messaging, note, and activity-scheduling options remain available on the contact card.
Updated User manual: The Zelo user manual now includes screenshots for the common tools available under record tabs. This helps users quickly identify actions such as sending messages, managing followers, logging internal notes, and scheduling activities.
Added Lead email data transfer: The email interpreter for CRM leads can now prepare compressed data packages when handling lead email details. This allows larger email contents to be processed more efficiently without changing how leads appear in Zelo.
Updated Partner contacts: Contact and partner handling has been refreshed with the latest stable updates, helping ensure reliable contact records, addresses, and related workflows across Zelo
Updated Module repository access: Zelo now uses token-based authentication when connecting to certain module repositories, helping updates and new installations retrieve modules more securely and reliably.
Updated Module mirrors: Zelo now retrieves several module components from a more reliable mirror, helping module updates and installations complete more consistently
Updated Event invitations: Calendar event invitation emails are now checked against the correct recipient, so users can rely on invitations and decline links reaching the intended attendee
Updated Calendar event handling: A background check that removed a sample meeting has been temporarily paused. This keeps the event available in the calendar while related invitation and event checks are performed.
Updated Sample event data: The sample seminar event now uses an updated participant name, keeping event attendee information consistent when reviewing test meetings and related event details.
Updated Recurring calendar events: Recurring events now use updated recurrence details, and deleting an event is more straightforward because the calendar opens to the month view before you select the event
Fixed Calendar manual navigation: Links in the calendar manual now correctly open the detailed help pages for calendar functions, so users can easily find instructions for creating, editing, repeating, and viewing events.
Updated Italian localization: Zelo’s Italian localization components have been updated, and Italian fiscal code support is now enabled. This gives Italian customers a more complete localization experience for managing fiscal-code-related information.
Updated Note manual: The Note manual now includes screenshots and links for moving a note to another column and for creating or deleting note tags, helping users find these options more easily
Updated Calendar user guide: The calendar manual now links to the correct pages for registering quick events, editing events, and configuring event details. This helps users follow the right instructions for managing calendar events in Zelo.
Updated Calendar event validation: Sample calendar events used to validate the calendar module were refreshed, so creating, editing, repeating, marking as all-day, and deleting events are verified more consistently in Zelo
Updated Calendar event setup: Calendar events can now be created and updated using the imported event details. Event names, participants, and meeting settings are applied more consistently when you add or change calendar entries.
Added Event sample data: Zelo now includes sample event records with participants, tags, duration, reminders, location, and description. This helps verify event scheduling and event details work as expected.
Updated Password reset flow: The password reset step is now performed earlier in the account setup sequence, helping ensure users can sign in before creating additional users
Updated Core platform: Zelo has been updated to the latest core build. This helps maintain overall system stability and keeps the platform aligned with recent improvements.
Updated Web interface: Zelo’s browser-based screens now use the latest supported web build, improving compatibility and keeping common interface features working consistently
Updated Social integration: The social features in Zelo have been refreshed to the latest supported version, helping posts, sharing, and social-related records behave more consistently across the system. This update improves overall stability and keeps social workflows aligned with current Zelo functionality.
Updated Server utilities: The internal server utilities that support background operations have been updated to a newer version. This helps keep administrative and automated tasks more stable across your Zelo environment.
Updated Project management: The project management area has been refreshed to the latest supported release, keeping project records, tasks, and related workflows aligned with recent enhancements and stability improvements.
Updated Partner contacts: Zelo’s partner and contact records now receive the latest community-supported improvements. Customer, vendor, and employee contact details are handled more consistently, making profiles easier to maintain.
Updated Payment processing: Zelo’s payment and bank payment tools have been refreshed to a newer stable version, supporting smoother creation, review, and posting of payments. This update helps payment batches and related accounting records behave more consistently.
Updated Email and messaging: Email, notifications, and related communication features were refreshed to work more reliably and stay aligned with the latest Zelo system updates.
Updated Development workflow: The internal update helper now skips automated test runs, allowing maintenance updates to complete more quickly.
Updated Calendar seminar setup: Seminar events now include the event partner during setup, so calendar entries are created with the correct associated contact automatically
Fixed Calendar event selection: Zelo now opens the correct calendar event when you click on entries such as client meetings or seminars, making it easier to edit events from the month view
Added Calendar notification acknowledgment: Zelo can now automatically confirm calendar notification messages. This helps event invitations and updates proceed smoothly for participants.
Added Calendar event notifications: You can now manage calendar event invitations with notification confirmations. Participants can accept or decline by email, and organizers can see the updated status in the calendar.
Fixed Calendar event creation: Quick customer meeting and seminar events now select the correct day on the calendar and automatically acknowledge notification pop-ups, so the event form opens reliably.
Improved Incoming email synchronization: Email checks now allow more time for delayed mail to arrive before retrying, so new messages are picked up more reliably without manual refresh
Fixed Automated testing: A small cleanup in the email-testing helper removes an unnecessary reference, helping automated checks run more reliably.
Removed Website theme: A legacy business theme has been removed from Zelo’s available theme options. This keeps the theme list cleaner and reduces the chance of unexpected styling conflicts for customers using standard Zelo themes.
Updated App icons: The application icons shown in Zelo now use the official Zelo logo consistently. This makes each module easier to recognize and keeps the interface looking clean and professional.
Updated Calendar view preparation: The step that adjusts the calendar view before adding an event has been moved to the intended event setup sequence. This ensures the calendar is ready in the correct view before event details are entered.
Fixed Calendar event creation: Quick event creation from the calendar now works reliably when selecting today’s date, so users can add meetings, seminars, or all-day events without the wrong day being chosen.
Fixed User duplication: Automated checks for duplicating a user now more reliably verify that no password reset email is sent. This reduces false positives and helps keep password reset behavior consistent
Improved Email link retrieval: Zelo now prefers the newest unread email when looking for action links and falls back to the latest email if no unread messages are available. This makes password reset and event invitation links more reliable.
Fixed Email retrieval: Fetching the latest email from a connected mailbox now safely handles empty mailboxes. Password reset and other email-based actions no longer fail when no messages are available.
Improved Element highlighting: If a highlighted field, button, or record disappears before its original appearance is restored, Zelo now continues smoothly instead of surfacing a temporary browser error
Fixed Event invitation emails: Accept links in event invitations now point to the correct event when multiple invitations are pending, so users can join the intended calendar event directly from the email.
Added Event invitation links: Meeting invitation emails now include direct Accept, Decline, and View links so invitees can respond to or open the event without navigating through their calendar
Fixed Contact file attachment: The file upload step for contact attachments now completes more reliably. You can attach documents, logos, or other files to customer and vendor contacts without the upload getting stuck.
Improved Contact and calendar workflows: Automated validation of contacts, notes, activities, and calendar events now supports optional scenario data, making these common workflows easier to test and keep reliable.
Fixed Note tag removal: Removing a tag from a note now completes reliably. After you delete a tag, Zelo saves the note automatically so your changes are reflected immediately.
Added Contact form tools: New screenshots now guide you through sending contact messages, updating followers, and logging internal notes, making the contact workflow easier to follow
Updated User manual: The manual now includes the correct links and a screenshot for the tools available under records, making it easier to find internal notes and scheduled activities
Added Log navigation tool: Zelo installations now include a log navigation utility that helps search and review application logs more easily, supporting faster troubleshooting and issue investigation
Added Log monitoring: The standard Zelo installation now includes a log-viewing tool. It helps administrators monitor multiple log files at the same time, making troubleshooting easier.
Improved Guided play blocks: Play blocks for contacts, calendar, and notes are now documented only once, giving a cleaner and more consistent record of guided workflows
Improved Calendar testing: Automated browser checks now include a calendar scenario, so scheduling workflows are verified more thoroughly before users rely on them
Fixed Tag notes: Adding a tag to a note now saves automatically, so the tag is applied immediately without needing an extra manual save step
Fixed Note tags: Adding, selecting, and removing tags on notes now works reliably, so tag management behaves as expected when editing notes or preparing quote emails
Improved Documentation automation: Automated documentation builds now stop immediately if a browser-based documentation step fails. This helps catch problems earlier and reduces the chance of incomplete or misleading documentation being generated.
Updated Core system: The core application was refreshed to the latest internal build. Existing features and module integrations remain aligned, helping Zelo run more consistently across your environment.
Updated Integration support package: The underlying integration component has been refreshed to a newer release. This helps connected workflows stay stable and reduces the chance of unexpected issues.
Updated Contract management: The contracts area of Zelo has been refreshed to the latest supported version, bringing recent maintenance improvements to how contracts, renewals, and recurring charges are managed.
Updated Community add-ons: Zelo now includes an updated package of community-contributed extensions, which refreshes integration points and helps existing workflows run more consistently
Updated Social integration: Zelo’s social sharing feature has been refreshed to the latest compatible version, helping keep post previews, network connections, and social activity updates working smoothly.
Updated Project management: The project management area has been refreshed with the latest project-related updates. This helps ensure project records, task tracking, and related workflows stay consistent and reliable for your teams.
Updated Payment processing: The account payment component has been refreshed to a newer version, bringing recent reliability and compatibility improvements to how Zelo handles account payments. This helps ensure payment records continue to work smoothly with the rest of the system.
Updated Bank payment export: The Niboo payment file format has been refreshed to keep generated bank payment files aligned with current export requirements.
Updated Add-on support: A supporting add-on package was refreshed to its latest version, bringing recent enhancements and stability improvements into Zelo
Added Contact export: You can now export key contact details from the contact list, including company, mobile number, city, street, country, and notes, making it easier to share or back up contact records.
Fixed Note board actions: Moving notes between columns now completes correctly after resolving an invalid definition in the note process, letting users reposition notes without unexpected interruptions.
Fixed Automated checks: Routine quality checks now run more smoothly after a small correction, helping ensure Zelo features continue to behave as expected. This reduces the chance of unnoticed issues reaching your Zelo workspace.
Fixed Browser automation: Automated mouse movements now handle harmless out-of-bounds situations gracefully, so cursor-based actions continue without unexpected interruptions.
Improved Notes documentation: The notes help now includes clearer screenshots for creating and removing tags and moving notes between columns, making the note workflow easier to follow.
Added Note organization: Zelo now supports creating and removing note tags, and moving notes to another column within run play blocks. This gives users more control over how note information is organized and displayed in workflow blocks.
Added Note tags and board movement: You can now create and remove tags on notes, then drag notes between board columns to reflect their current status. This makes it easier to organize note workflows and keep related notes visible in the right place.
Updated Calendar and settings navigation: Small refinements were made to how Zelo verifies access to the calendar, general settings, and main menu. These changes help keep everyday navigation more reliable for customers.
Updated Calendar checks: Automated calendar validation has been temporarily paused while we continue verifying behavior, so normal calendar use remains unaffected.
Added Contact address autocomplete: Contact setup now suggests address details as you type, helping users quickly fill in city, province, ZIP code, and country with fewer manual entries.
Fixed Calendar event entry: Quick calendar events now open on the correct current day before you add a customer meeting or seminar. This makes event creation more reliable and helps ensure meetings are recorded on the intended date.
Fixed User guide images: Screenshot references in the contact management guide now use compatible file names, so images load correctly for all users. This makes the manual easier to read and follow on any device.
Fixed User guide screenshots: Guide images now load reliably because screenshot filenames no longer include special characters or spaces, so the documentation displays consistently for all users
Added Shared record tools guide: A new help guide explains the common tools available on contacts, opportunities, quotes, notes, and similar records. It shows how to send messages, manage followers, add notes, and schedule activities from these records.
Added Contact tools: A new tools area is now available under Contacts, giving users a single place to access contact-related actions such as messages, notes, and scheduled activities.
Fixed Contact activity scheduling: Scheduling a call activity from a contact now works more reliably because the activity type and date selection are handled correctly. This makes it easier to plan follow-up calls directly from a contact record.
Added Contact tools: Contacts now include tools for messages, notes, and scheduled activities, so you can track conversations and planned follow-ups directly from a contact record
Fixed Lead email processing: Incoming emails that create or update CRM leads now handle invalid lead data gracefully. If the included information cannot be applied, Zelo records a helpful note on the lead so the issue is visible instead of being lost
Fixed Calendar event creation: Quick event registration in the calendar no longer attempts an unreliable automatic selection of today’s date. This helps the event creation flow behave more consistently for users.
Added Lead email capture: Zelo can now recognize more lead details from incoming emails. This includes probability, priority, and whether the record is a lead or opportunity.
Fixed Lead email parsing: Incoming CRM lead emails now process successfully even when they contain malformed structured data. The interpreter safely skips the invalid section and continues using the remaining email content. This prevents unexpected email formatting from interrupting lead creation or updates.
Fixed Lead email parsing: Incoming lead emails now extract embedded customer and opportunity details more reliably, so relevant fields populate correctly on the lead instead of being lost or misread
Improved CRM email lead capture: Zelo now detects and extracts lead information embedded in incoming email messages more reliably. This helps automatic lead creation and updates succeed when the email contains compressed or plain text data blocks.
Improved Calendar event updates: Automated checks now cover changing event details such as duration and location. This helps ensure event updates and participant notifications work reliably for attendees.
Fixed Contact tools: Contact-related tools now run more reliably. Actions such as filling contact details, attaching documents, managing qualifications and activity sectors, and sending messages to contacts work as expected.
Added Calendar event editing: You can now adjust meeting duration and location when updating customer events, so calendar entries can be kept accurate without leaving the event view
Added Lead email data support: Zelo can now recognize compressed structured data (JSON) inside incoming lead emails. This allows lead details to be decoded automatically, making email-based lead capture more reliable and reducing manual cleanup.
Added Compressed email lead data: Zelo can now decode compressed lead information embedded in incoming emails, allowing longer lead details to be sent without size issues. The system accepts both standard and compressed payloads and uses approved lead fields to create or update CRM records.
Improved Calendar event management: Zelo’s calendar workflows now follow a clearer sequence for creating, viewing, and managing events, preparing the calendar for smoother invitation handling and change notifications across shared calendars
Updated Calendar documentation: The calendar section of the user manual now includes a link to calendar functions, making it easier to find guidance on opening the calendar, changing views, and managing events
Fixed CRM lead email creation and updates: Incoming emails now create or update CRM leads reliably when some optional lead fields are missing from the email data. Zelo now filters recognized lead fields before saving, preventing unexpected failures during lead creation or update.
Added Lead email revenue capture: Incoming CRM lead emails can now include planned revenue, and Zelo will recognize that value when interpreting the email and updating the lead. This helps sales teams keep projected revenue accurate without manually re-entering information from emails.
Fixed Contact follower management: Removing a customer from the followers of their own contact now works reliably, so the follower list updates correctly and message notifications are sent only to the remaining followers.
Updated Lead email interpretation: The process for reading structured data from incoming lead emails has been clarified. Zelo continues to filter and apply only permitted values, helping new leads capture contact details such as name, phone, address, and website correctly.
Improved Email lead capture: Incoming email lead data is now limited to recognized contact fields such as name, phone, address, and website. When Zelo creates or updates a CRM lead from an email, unsupported values are safely ignored, which protects lead records from unexpected or incorrect data.
Added CRM lead email import: Incoming emails can now include structured data that Zelo automatically reads when creating or updating a CRM lead. This helps prefill lead details and keeps records more accurate without manual re-entry.
Improved Browser automation: Browser tasks now include a clearer text-encoding check before processing content. This helps prevent confusing failures when automated sessions encounter non-ASCII characters in page text or form fields.
Improved Automated documentation: Generated step-by-step guides now preserve UTF-8 characters in titles, notes, and screenshot references. This helps ensure special symbols and international text display correctly for users reviewing Zelo documentation.
Improved Browser documentation: Automated browser documentation now saves titles, comments, and screenshot references in a consistent UTF-8 format. This helps prevent missing or garbled text when documentation includes accents, symbols, or other international characters.
Added Basic configuration profile: Zelo now includes a ready-made base profile that bundles essential setup, access, localization, and interface components. This gives customers a consistent starting point for new environments and makes it easier to activate the core functionality needed for everyday use.
Fixed Automated testing: Automated checks now more reliably verify file uploads in chat channels, company settings, and contacts, helping ensure uploads work as expected
Updated Contact tools: Contact-related automation now uses the correct follower removal step, keeping customer follower lists and contact notifications accurate
Updated Contact setup: The configuration steps for contact tags, contact qualifications, and industry sectors now use the current menu names. This helps users create and manage these contact details more reliably.
Added Drag-and-drop support: Zelo can now simulate basic drag-and-drop actions in browser-based screens, allowing items to be moved to a target area by clicking, holding, moving, and releasing. This makes automated interactions with reorderable lists or boards feel more like normal user actions.
Updated Browser automation: Zelo’s internal browser tools have been reorganized for clearer web page interaction handling. This helps keep automated browser tasks stable and easier to maintain.
Fixed Contact attachment: We temporarily disabled the malfunctioning attach-to-contact step in automated contact setup. This prevents contact creation processes from failing unexpectedly while the attachment feature is being corrected.
Improved Dashboard validation: Homepage checks now run before user creation steps, ensuring the correct dashboard is available before permission checks begin. This helps make user access verification more reliable.
Fixed Prospect management: Corrected errors affecting how Zelo handles prospect records in CRM and related workflows. Users can now create, update, and link prospects to calendar events and product data without unexpected issues.
Fixed Screenshot file names: Automated screenshots now apply optional file-name suffixes correctly, so generated image files are saved with the intended names instead of causing an error or omitting the suffix
Fixed Activity planning notes: Corrected an accented character in a note filename used when planning an activity, ensuring the related screenshot is saved consistently without unexpected naming issues
Fixed Browser screenshot file names: Zelo now checks screenshot and documentation file names for standard characters only, preventing save failures when special, accented, or non-English characters are used
Improved Automated testing: Routine automated checks are now skipped for temporary experimental branches. This keeps release validation focused and reduces unnecessary test noise.
Fixed Activity note planning: Automated checks for planning an activity note now use the correct screenshot file name, ensuring test documentation captures the right step
Fixed Contact qualification: The contact qualification process now uses the correct Titles and Qualifications menu. This ensures contact titles can be created and assigned without navigation issues.
Updated Automated quality checks: Zelo’s automated browser checks for chat channels, direct messages, calendar events, and notes have been lightly maintained to keep verification of these workflows reliable. No direct changes to everyday Zelo features were introduced.
Added Contacts and calendar checks: Zelo now runs additional automated checks for contact tools and calendar features. These checks help ensure contact-related actions and scheduling work reliably.
Added Default module profile: The standard Zelo module profile now includes calendar, contacts, and certified email modules, giving users access to event scheduling, contact management, and PEC email handling without manually enabling extra modules
Added Italian translation: Recurring task options and related task management labels are now available in Italian. Users can create repetitions, adjust dates, and manage child or sister tasks with clear Italian text.
Updated Core system: The main Zelo application has been refreshed to the latest stable build, bringing recent platform enhancements and stability improvements across available modules
Updated Contract management: The contracts area has been updated with the latest stable improvements, helping contract records, renewals, and billing-related settings work more reliably.
Updated Contributions package: The contributed add-on bundle has been refreshed to the latest available revision, keeping its forms, reports, and workflows aligned with the current Zelo system and helping avoid compatibility issues.
Updated Social integration: The social add-on has been updated to a newer version. This helps keep social-related features stable and better aligned with the rest of Zelo.
Updated CRM workflows: The CRM area of Zelo has been refreshed with the latest compatible enhancements, bringing fixes and improvements to lead tracking, opportunity management, and sales pipeline visibility.
Updated Analytic accounting: The analytic accounting feature has been refreshed to keep cost tracking, project accounting, and profitability reporting aligned with the latest Zelo accounting improvements, helping teams monitor expenses and margins more reliably across financial records.
Updated Mail add-ons: The email and messaging add-on package is refreshed to the latest stable revision, helping keep Zelo’s email, message, and notification features aligned with current maintenance updates.
Updated Add-on suite: The bundled add-on suite has been refreshed to its latest maintained version. This helps keep related business workflows, forms, and reports compatible with current Zelo updates.
Removed Module cleanup: Several legacy optional modules have been removed from the Zelo module catalog to reduce clutter and prevent compatibility issues. Users will no longer see these older features as installable, leaving the catalog focused on supported and maintained functionality.
Fixed Notes guidance: The Notes help now shows the correct step names and automatically adjusts the screen width so column options are visible without scrollbars when creating, editing, or deleting note columns
Fixed Module availability: Links to many Zelo modules have been restored, so the apps now appear properly in the module catalog and can be searched, installed, or enabled as expected
Added Project team management: You can now use project teams in Zelo to assign members to projects and keep ownership clear. This helps coordinate responsibilities and improves visibility across project work.
Fixed Timeline availability: The missing links for project and general timeline capabilities are now included in the active modules list. This lets Zelo recognize timeline functionality correctly, so users can open and use timeline views without unexpected missing references.
Added Dashboard access: Play block runs can now open the main dashboard automatically, allowing automated workflows to start from the same screen users see after logging in and verify dashboard availability without manual steps
Improved Company address entry: The company data form now uses a city autocomplete field, so you can select the correct city from suggestions and let Zelo complete the related address details more reliably.
Updated Automated testing: An example visual capture step in Zelo’s automated browser tests has been disabled. This prevents unnecessary sample images from being generated during test runs, while the tests continue to verify core user flows.
Added Custom login background: The default Zelo setup now includes support for a branded login background, so you can show your company image on the login page without installing extra components. This makes the first screen of Zelo feel more professional and aligned with your brand.
Fixed Italian banks module description: The module description for Italian banks now displays with correct formatting. Users can read the feature overview clearly when reviewing or installing the localization.
Fixed Database manager guide: The guide for customizing the database manager screen now displays correctly. This makes it easier to change the screen’s text, description, and layout.
Added Recurring tasks: Zelo now supports project tasks that repeat on a defined schedule. You can set up recurring work without manually recreating each task, making routine project activities easier to track and manage.
Updated Partner and contact records: Zelo’s partner contact components have been refreshed to keep customer, supplier, and contact details accurate and consistent across the system
Added Task timer: You can now start, pause, and stop a timer on project tasks so time spent is automatically saved as timesheet entries. This makes it simpler to track effort on each task and review active work without manually creating timesheets.
Updated Partner contacts: Contact records now rely on the latest partner management updates, keeping names, addresses, and related contact details consistent across Zelo
Updated Contact management: Partner and contact records now use the latest stable contact update. This helps customer, supplier, and employee contact details stay consistent across Zelo.
Updated Partner and contract records: Zelo now uses a refreshed partner and contract foundation, helping partner details, contacts, and contract-related information stay consistent across the system.
Updated Company address entry: Zelo now records the company’s city, province, postal code, and country directly, making saved company address details more consistent without relying on address autocomplete
Improved Guided documentation: Step-by-step documentation for chat, user setup, and settings now regenerates with cleaner, more consistent screen captures, helping customers follow Zelo workflows without outdated or misaligned guide images
Added Note manual guide: The user manual now includes a dedicated Notes section with screenshots and quick links. Users can easily follow steps to create notes, plan activities, organize columns, and manage colors, duplication, and deletion.
Added Note workflow actions: Zelo now supports additional automated actions for notes, including duplicating, deleting, scheduling, recoloring, and managing note columns. These additions help users complete and verify note-related processes more consistently.
Updated Notes documentation: The Notes documentation now includes clearer examples and screenshots for creating notes, adding quick notes, editing existing notes, and planning related activities. Users can now follow visual guidance to complete common note tasks more confidently.
Added Expanded optional modules: Zelo now offers a wider range of add-ons for building forms, importing web content, sending SMS, handling internet phone calls, and supporting website visitors. These additions let teams extend Zelo with new workflows without needing separate systems.
Removed Website support ticketing: The redundant website support ticketing feature has been removed from Zelo. The website support portal, help pages, ticket categories, priorities, departments, and related support settings are no longer available.
Updated Chatter creation notice: The Italian creation notice in the record activity log now uses inclusive wording, showing “creato/a” instead of a gender-specific term. This makes the message clearer for Italian users.
Added Attendance task details: Zelo now includes detailed tracking for attendance-related tasks, so users can record and review more specific information when managing attendance. This helps teams keep task-linked attendance entries clearer and more complete.
Updated Core platform: Zelo’s underlying platform has been refreshed to a newer stable build, helping keep the system reliable and ready for future enhancements
Updated Contract management: Zelo’s contract area now uses the latest version of its contract engine, helping contract records, dates, and related workflows run more smoothly for day-to-day use
Updated Bundled components: The shared components used by several optional Zelo features have been updated to a newer stable revision. This brings in the latest small improvements and corrections for the areas that depend on these components. Users should notice more consistent behavior in the affected Zelo modules without needing to install anything manually.
Updated Reporting engine: The built-in reporting engine has been refreshed to the latest version. This keeps report generation, previewing, and exporting aligned with the current Zelo release and helps maintain consistent output across modules.
Updated Web interface: The Zelo web interface has been updated to the latest stable release. This refresh improves layout consistency, responsiveness, and browser compatibility across standard screens.
Updated Social integration: The social media integration has been refreshed to a newer release. This keeps Zelo’s social features current and helps maintain stable behavior.
Updated System maintenance: We refreshed an internal set of background utilities used across Zelo. This helps keep scheduled tasks, integrations, and server-side operations stable and secure.
Updated CRM: The CRM area was refreshed to a newer supported release. This improves reliability when managing leads, opportunities, and sales pipelines across Zelo.
Updated Analytic accounting: The analytic accounting area has been refreshed to the latest supported version, so users can continue tracking costs and revenue by analytic plan, tag, and journal entry with better alignment to current accounting features.
Updated Niboo integration: The Niboo community integration has been refreshed to a newer supported release, helping keep bank file preparation and related payment workflows current and reliable
Updated Auxiliary utilities: The collection of smaller utility features has been refreshed to the latest stable version, keeping background helpers and minor system tools current in Zelo
Updated Add-on bundle: Zelo’s optional add-on bundle has been refreshed to a newer revision, bringing the latest bug fixes and compatibility improvements to your workspace. This update helps keep your installation stable while preserving existing customizations and workflows.
Fixed Partner contacts: A small correction to partner and contact handling has been applied, so contact records now work more consistently in Zelo
Fixed Contact records: Partner and contact information now uses the corrected contact features, keeping customer, supplier, and employee contact details consistent. This reduces the chance of missing or inaccurate contact fields after updates.
Updated Partner contacts: The contact management components have been refreshed, helping partner records, contact details, and related workflows stay reliable and up to date
Fixed Browser automation: Automated browser tasks now handle failure screenshot requests gracefully, so checks and documentation workflows continue without unexpected interruptions
Updated Notes: Small maintenance updates to the Notes area help note creation, activity scheduling, and column organization continue to behave consistently.
Added Notes in play blocks: Play blocks now include additional note actions, allowing note colors to be changed, notes to be deleted, and note columns to be removed during automated runs
Fixed Notes board: Creating, recoloring, deleting notes, and deleting columns now work as expected. Users can manage notes in Zelo more reliably without broken actions.
Fixed Browser automation: Automated cursor movement now completes reliably instead of being skipped by a small error, helping browser-based actions and checks behave more consistently
Fixed Browser navigation: The mouse-away action now moves the pointer directly to the upper-left corner of the page instead of relying on relative movement. This makes automated browser interactions more consistent and reduces unexpected cursor-related behavior.
Added Notes app: The Notes app is now enabled by default in Zelo. Users can create, organize, and keep notes available immediately after setup.
Added Notes: You can now create notes, schedule note activities, and organize notes into columns in Zelo. This makes it easier to track follow-ups, reminders, and related context without leaving your workflow.
Added Notes checks: Zelo now includes an additional automated check for note usage. This helps verify that notes behave consistently and remain reliable for users.
Updated Notes: The Notes area now supports clearer note creation with bold text and bullet lists, along with smoother activity scheduling and column management for better organization.
Updated Company data configuration: Saving company details now completes smoothly after entering the report footer, helping company setup finish without interruption
Fixed Notes column creation: Adding a new column to a note now works reliably, so you can create and name columns without the action failing
Fixed Company data configuration: A small consistency fix was applied to the automated company setup flow. The save action now completes cleanly, keeping the company details screen stable during configuration.
Fixed Company address entry: Company address details are now entered more reliably, with the city field using the available autocomplete suggestion and the report header included before saving.
Added User password configuration: Zelo now automatically configures a user’s password during account setup. This helps ensure newly created or reactivated accounts have valid login credentials and can sign in without manual correction.
Improved Release quality: Official Zelo releases now automatically run the full update and documentation checks before publication, giving customers more confidence that updates are stable and complete
Updated Upgrade testing: Upgrade tests now target the latest Zelo release, so the upgrade path is verified before customers apply updates.
Updated Upgrade checks: The automated upgrade verification now targets the latest Zelo release version, helping ensure that upgrades are reliable before customers install them
Fixed Italian translation: A misspelled Italian label for extension views has been corrected, so Italian users now see the proper wording in Zelo’s interface
Updated Contact management: Partner and contact records now use an updated contact module, improving reliability and consistency when creating, editing, or displaying customer and vendor contacts.
Updated Contact management: Partner and contact data handling was refreshed with recent upstream improvements, helping keep contact records, addresses, and related fields working smoothly in Zelo.
Avril 2018
Updated Database restoration: Restored databases now use the standard database name instead of a temporary restored name, making restored copies easier to identify and manage in the database management area
Fixed Database restore verification: The automated database duplication, backup, and restore check now targets the correct restored database entry. This makes recovery validation more reliable and helps confirm that database restore operations complete successfully.
Updated Owner alias: The owner alias in user data was refreshed. This helps keep owner-related user details consistent across Zelo.
Fixed Italian locations: The Italian provinces and municipalities data now installs correctly, so location lists and address fields can reliably use the expected regional location records.
Added Italian location data: Zelo now includes detailed Italian provinces and municipalities, so you can select the correct city, postal code, province, and coordinates when managing addresses. This makes Italian customer, vendor, and delivery locations easier to set up and more accurate for reports and shipping.
Updated Core platform: Zelo’s underlying platform was refreshed to a newer maintenance build. This update carries the latest base-system revisions into Zelo, helping keep modules, reports, and day-to-day operations stable without changing how you use the system.
Improved Contacts and calendar: We expanded automated testing for contact and calendar workflows. This helps keep contact creation, related contact tools, and event scheduling reliable in Zelo.
Updated Automated quality checks: Zelo’s automated checks were refreshed to cover company setup, user access, email notifications, chat channels, and protected access settings, helping ensure these features continue to work reliably for your teams
Fixed Automated test execution: Automated functional test runs now handle missing test-environment cleanup steps more gracefully, reducing unexpected failures and making quality checks more reliable.
Fixed Automated quality checks: Document playback checks now report the correct test-step name, making automated testing clearer and easier to troubleshoot
Fixed Automated test resume: Test runs that resume from a specific step now restore the correct previous database backup, preventing tests from starting with outdated or missing data and helping ensure reliable verification of Zelo features.
Updated Automated testing: Login tests now confirm that a user has actually signed in before continuing, and an unstable user-reactivation test is temporarily paused until the password verification issue is resolved. This helps Zelo catch access problems earlier while keeping automated test runs stable.
Updated Automated testing: The internal functional test setup was tidied to keep automated checks consistent, with no changes to how Zelo works for users
Updated Documentation workflow: The automated documentation process now shows a clearer status message when resuming from a selected step, making it easier to confirm the restart point and follow progress.
Added Functional test documentation: We added clearer guidance for automated quality checks, explaining how each test step signs in, performs actions, and can restart from saved checkpoints. This helps Zelo teams verify module behavior more reliably before release.
Added Automated documentation: Documentation generation can now resume from a chosen step and restore the prior test data. This makes interrupted documentation runs faster and more reliable.
Improved Automated testing: Automated tests now capture clearer error output and handle text encoding more consistently when running system checks. This gives the team better visibility into failures and helps keep Zelo stable for users.
Updated Module update process: The update routine now uses the correct locations for bundled add-ons. This helps Zelo refresh optional features reliably and keep all components in sync.
Updated Core application: Zelo has been updated to the latest core release, bringing recent enhancements and fixes that help keep the system stable and responsive
Updated Contract management: Contract-related features have been refreshed with the latest stable contract functionality. This update helps ensure consistent behavior for contract records, renewals, and related billing workflows.
Updated Website features: Website-related capabilities in Zelo have been refreshed to a newer stable version, bringing current enhancements and fixes to your website experience
Updated Contributions package: The bundled community contributions package has been updated to its latest version, improving compatibility with other Zelo modules and reducing integration issues. This helps keep shared business workflows stable when multiple add-ons are used together.
Updated Report generation: The underlying reporting engine was refreshed to keep report generation stable and reliable, helping users create, print, and export reports more consistently across Zelo.
Updated Web interface: The shared web client components used across Zelo have been refreshed to a newer stable release. This brings upstream fixes and consistency improvements to browser-based screens such as forms, lists, and dashboards.
Updated Warehouse logistics workflows: The inventory and logistics workflow components have been refreshed to their latest release, bringing the newest fixes and enhancements to stock moves, transfers, and delivery handling.
Updated Social integration: The social integration components have been refreshed to the latest supported version, helping ensure smoother behavior and better compatibility with other Zelo features
Updated Background job support: Zelo now uses an updated set of server-side job tools, helping scheduled tasks, automated actions, and long-running background processes run more consistently.
Updated Project management: The project management features have been refreshed to the latest available module version. Task lists, project views, and related project workflows now use the current set of improvements and compatibility fixes.
Updated Italy localization: Zelo’s Italian accounting and invoicing features now include the latest localization updates, helping e-invoicing, tax fields, and compliance workflows stay current with Italian requirements
Updated Customer relationship management: Zelo’s CRM component has been refreshed to a newer version, bringing routine improvements to contact, lead, and opportunity handling so sales teams can rely on smoother day-to-day CRM workflows. This background update helps keep Zelo aligned with recent CRM enhancements while preserving the familiar sales and pipeline experience.
Updated Account payments: Zelo’s account payment features have been refreshed to keep payment processing in sync with the latest supported payment components for smoother handling of customer and vendor payments
Updated Invoicing: The invoicing component has been refreshed to the latest accounting invoicing suite. This keeps invoice creation, validation, and payment tracking aligned with current Zelo accounting workflows.
Updated Financial reporting: The financial reporting area has been refreshed to the latest upstream version, bringing recent accounting report improvements and fixes to Zelo
Updated Accounting analytics: The accounting analytics area has been refreshed with the latest upstream improvements, keeping analytic accounting features current and more stable
Updated Miscellaneous add-ons: The auxiliary add-on bundle has been refreshed to a newer compatible revision, keeping the included utilities and integrations current and ensuring they continue to work reliably in Zelo
Updated Messaging and email: The email and message components were updated to a newer stable version. This helps keep email-related features reliable and compatible with the rest of Zelo.
Updated Add-on refresh: A bundled Zelo add-on was refreshed to the latest revision. This keeps its features aligned with the current platform and helps maintain stable behavior across the modules it supports.
Updated Partner contact records: Contact and address information for customers, vendors, and employees now uses the latest refinements to partner data handling, helping keep names, addresses, and contact details consistent throughout Zelo.
Updated Update process: Zelo now includes all available update channels by default, making it easier for administrators to apply the latest fixes, features, and maintenance updates without extra manual steps.
Updated Module source configuration: Zelo now pulls module updates from each source’s default version instead of a pinned older version, which helps keep module components aligned during upgrades and maintenance
Updated Zelo components: The internal organization of Zelo’s add-on components has been refreshed so modules are referenced consistently, helping future updates and installations apply more cleanly.
Updated Add-on structure: The internal organization of Zelo extension components was refreshed so installed add-ons are recognized from the correct locations. This helps keep module loading stable and ready for future updates.
Fixed Partner and contact autocompletion: Autocomplete suggestions for partner and contact fields now work more reliably, making it easier to find the right customer, supplier, or employee while entering data
Added My Dashboard homepage check: Zelo now validates that a user’s homepage is displayed correctly in My Dashboard, helping ensure dashboard content appears as expected after login or password reset
Added User homepage setup: Automated user configuration now sets the user’s homepage. Users will open Zelo to their intended dashboard or start page without extra manual steps.
Updated Contact setup: A minor internal cleanup was made to the automated customer contact process. This keeps contact setup steps consistent without changing what you see or do.
Fixed Contact messages: Sending messages to contacts and followers now works more reliably when adding emojis and attachments, reducing unexpected failures in personalized follow-up communications
Updated Module links: Links for Zelo modules have been refreshed to point to the correct destinations, making it easier to access module details and related resources
Updated Extension modules: Zelo’s optional modules are now organized in a dedicated extension area, making installed features easier to load, update, and maintain without changing how you use them.
Updated Local module organization: Locally hosted add-ons are now stored in a dedicated local area, so Zelo can more clearly separate standard modules from site-specific extensions. This makes maintenance and future updates easier without changing how you use the ERP.
Removed Broken module links: Outdated module shortcuts have been removed from the active module set, so Zelo no longer tries to load them. This helps prevent startup issues and keeps the available module list accurate.
Removed Notes module: The Notes module is no longer enabled in this release. It will be available in a future Zelo update, so note-related features are temporarily unavailable.
Updated Company profile validation: Automated checks for city, province, ZIP code, and report header were temporarily paused to keep company setup testing stable while the remaining company profile details continue to be verified
Fixed Module shortcuts: The internal links that connect enabled Zelo modules to their features have been corrected. This ensures related capabilities such as city addresses, locations, dashboards, documents, notes, and decimal input load correctly when the modules are active.
Updated Italian chat messages: Italian users now see clearer channel-join and channel-leave messages in chat, making the wording more accurate when they enter or leave a conversation channel
Updated Italian translations: Some system warning messages are now translated into Italian, so Italian-speaking users see clear alerts when Zelo reports a problem. This makes important messages easier to understand and helps users take the right action faster.
Added Italian localization: Zelo now includes a separate Italian translation file for customized interface messages, so Italian users see clearer localized text even for items not tied to a specific module
Updated Contact file attachments: The contact attachment workflow was clarified to mark the area where documents can be attached to a contact record. This helps keep the attachment process clear and ready for future enhancements in Zelo.
Fixed Database restore: The restore workflow now includes a final check that the restored database is selectable before login, helping ensure backup recovery works reliably
Updated Data import/export: The internal check that data import/export is enabled in General Settings has been reorganized, so customers can continue to rely on the import/export option being active and available in Zelo
Improved Release documentation: Supported release lines can now automatically generate updates and documentation, so customers can access current release notes and system information for their Zelo version
Improved Release verification: Automated upgrade tests and documentation generation now run only for main release branches, giving customers more confidence that supported releases are thoroughly checked before publication.
Improved Database restore: Restoring a database from a backup now works more consistently because the restore dialog, backup file field, and confirmation action are handled more precisely
Fixed Database restore: Zelo now recognizes the restore control whether it appears as a button or a link, so restoring a database backup with the master password works more reliably
Updated Automated quality checks: We refined internal functional tests that verify user sign-in, access restrictions, and database backup/restore behavior, helping ensure Zelo continues to work reliably without changing how you use the system
Fixed Login page branding: The sign-in screen no longer runs an unnecessary logo validation check. This keeps the login page stable and ensures users see the correct company branding without unexpected interruptions.
Improved Database backup and restore: Zelo now includes automated checks that verify database backup and restore operations complete successfully, helping ensure your data can be protected and recovered when needed
Added Contact details: Contacts can now include a PEC email address, so certified email information can be stored and managed directly in the contact setup
Added Customer PEC email: Customer records now include a PEC email field, allowing you to store certified email addresses for customers and use them for official communications.
Added Contact tools: Users can now access additional tools directly from a contact record, making it easier to perform common actions and manage contact-related tasks without switching screens
Added Contact tools: You can now use contact tools in Zelo to send messages to a contact and its followers, message followers only, add notes, and schedule activities directly from a contact record
Added Contact tools: You can now use the tools at the bottom of a Zelo contact record to message the contact and all followers, attach a file, and schedule follow-up activities such as a call with a date, summary, and notes.
Added User account controls: Zelo now includes preliminary support for activating and deactivating user accounts, helping administrators manage access more consistently
Fixed Database maintenance: Database backup, deletion, and restore operations now follow a more reliable sequence, reducing the chance of unexpected errors when administrators perform routine database maintenance
Added Login page branding: Automated login-page checks now confirm that the default platform logo is absent. This helps catch branding issues early and keeps the login experience consistently branded for Zelo.
Updated Login branding check: The automated check that confirms the Zelo login page does not show an unexpected logo was updated for consistency and clearer reporting
Fixed Automated testing: The internal browser-based test runner now starts correctly when preparing automated checks, helping ensure Zelo workflows continue to be validated consistently before updates reach your environment
Improved Login page branding: The login page now correctly avoids showing the default platform logo, ensuring customers see Zelo branding instead of a generic logo. This keeps the sign-in screen consistent with the company identity.
Improved Database management: Additional automated checks now verify that administrators can duplicate, back up, delete, and restore databases. This helps ensure database administration tools remain reliable and work as expected.
Improved Database management: Database duplication, backup, deletion, and restore are now verified through automated checks, making Zelo’s database manager more dependable for administrators
Improved Database management: Database duplication, backup, restore, and deletion workflows are now more consistently validated in Zelo. This helps administrators manage multiple databases with greater confidence during setup and maintenance.
Improved Channel email notifications: Background validation for channel notification emails now provides clearer success confirmation, making it easier to verify that email alerts are delivered correctly. This improves confidence that users receive important channel notifications.
Updated Automated quality checks: Internal test routines were updated to include required configuration parameters, helping automated checks for scheduled actions, reporting, and email settings run more reliably.
Updated In-app documentation: Automated checks now confirm that purchase, user, production, and project screens display their guided documentation once, keeping Zelo’s step-by-step guidance clear and consistent.
Fixed Automated testing: Automated validation of core setup, user management, password reset, and chat workflows now runs with the correct configuration, helping catch issues more reliably before they reach customer environments
Improved Automated quality checks: Automated quality checks now record key setup steps more consistently and use corrected sample email configuration data. This helps verify mail-related features in Zelo more reliably.
Fixed Database deletion: Dropping a database in Zelo now completes successfully instead of returning an internal server error, so administrators can remove unused databases safely.
Improved Chat channel email notifications: Chat channel email notifications are now more reliable because Zelo verifies that invited members receive the expected alerts. This helps teams stay informed even when they are not actively using Zelo.
Added Email channel notification checks: Zelo now supports verifying that email notifications for chat channels are received. This helps users confirm important channel alerts are delivered correctly.
Added Guided team chat example: A new sample conversation now shows how one user can ask about balloons in the company party channel and another user can reply in the same channel. This helps users understand how channel messages and follow-up replies work in Zelo’s team chat.
Added Party channel messaging: You can now see a sample conversation in a party channel where colleagues discuss and confirm a balloon purchase, making it easier to coordinate simple requests directly in Zelo communications.
Added Default Zelo setup: Zelo now automatically includes additional built-in capabilities for address and location details, notes, documents, dashboards, and decimal keyboard input, giving customers ready-to-use tools without manually enabling extra options
Fixed Chat channel member management: Adding a member to a chat channel now uses the selected person’s full name correctly, so the intended user is added to the channel. This resolves an issue where an incorrect default name could be saved instead of the chosen member.
Added Email content search: Zelo can now check whether a received email contains specific text, helping automated workflows verify notifications, confirmations, or other important messages without manually opening the inbox
Fixed System checks: Automated checks for user setup, general settings, and login now confirm that expected interface elements are present instead of only highlighting them. This makes validation more reliable and reduces false failures during configuration checks.
Added Calendar documentation: The calendar screens now include visual examples for switching between day, week, and month views, adding events, and editing or deleting them. These examples make it easier to follow the scheduling workflow in Zelo.
Added Calendar manual: The Zelo user manual now includes a dedicated Calendar guide. It shows screenshots for day, week, and month views, quick event creation, editing, recurring settings, and colleague calendars.
Improved Data import/export: Zelo now confirms that the data import/export setting is enabled by default. Customers can rely on importing and exporting data without needing to manually turn the feature on.
Updated General settings: Data import/export is now enabled by default in Zelo, so you can immediately import or export records without first turning on the option manually.
Updated Automated browser checks: The internal layout of automated browser checks was reorganized, making the testing process easier to maintain and helping keep future updates more reliable
Removed Sample attachment: A sample PDF attachment used for testing has been removed. Normal attachment upload, preview, and download behavior in Zelo remains available and unchanged.
Added Contact tools: New contact tools make it easier to manage contact records, notes, and attachments in one place. This helps users keep contact information organized and accessible.
Updated Core platform: Zelo has been refreshed with the latest core build, bringing internal reliability and performance enhancements across the system. This update helps keep modules responsive and stable while preserving your existing workflows and configuration.
Added Contact messaging tools: You can now send a message to a contact and all of its followers, send a message only to followers, or record a note on the contact page, with attachments and emoji support
Updated Contract management: Contract records and related workflows have been refreshed to the latest version. This helps keep contracts, renewals, and related actions consistent with the current Zelo environment.
Updated Website builder: The website editor and related online page tools now use a refreshed set of components, helping pages, themes, and publishing options stay consistent with the latest Zelo website features.
Updated PPTS add-on: The PPTS add-on has been updated to a newer package revision. This helps keep Zelo’s PPTS-related features current and maintains a stable integration.
Updated Web interface: Zelo’s web client has been updated to the latest release, improving overall stability and compatibility for everyday browser use
Fixed Calendar event creation: Creating, editing, and deleting calendar events now works more reliably. Users can set all-day events, reminders, and monthly recurring schedules without unexpected issues.
Updated Invoicing: The invoicing component has been updated to the latest supported release, bringing current fixes and enhancements to invoice-related accounting workflows so billing and accounting processes run more consistently
Updated Utility features: Zelo’s miscellaneous tooling was refreshed with the latest improvements and fixes for smoother day-to-day use
Updated Sample attachment: The example attachment now has a clearer name. This makes it easier to identify sample documents when reviewing attachment lists, previews, and downloads.
Added Sample PDF attachment: Zelo now includes an example PDF attachment that helps teams verify how document files are stored, previewed, and downloaded in supported areas
Updated Calendar event setup: The calendar event creation flow now skips unnecessary view and edit steps. Users can set up event details, recurrence, and all-day options more directly.
Added Calendar events: You can now create calendar events directly in Zelo. This makes it easier to schedule activities and keep track of appointments as part of your normal workflows.
Fixed Calendar event management: Day, week, and month calendar views now switch reliably. Quick event creation and editing also work more consistently, letting users add meetings, set participants, duration, category, reminders, location, and notes without unexpected issues.
Fixed Custom branding settings: Zelo now more reliably recognizes the branding customization options, including custom name, title, website links, favicon, and logo settings. This helps ensure the interface and documents consistently reflect your company’s intended branding.
Fixed Logout: Logging out now refreshes the browser page, so the sign-out process completes more reliably and users are returned to a clean start page instead of a stale session view.
Updated Module structure: The internal packaging for a Zelo option has been refreshed to match current standards. This helps ensure the option continues to install, update, and work reliably without any visible change for users.
Added Calendar event workflows: You can now create and manage calendar events for seminars and client meetings, including quick event entry, recurring schedules, all-day durations, and viewing shared colleague calendars. This helps teams coordinate appointments and keep schedules up to date in Zelo.
Improved User homepage check: Zelo now more reliably verifies that a user’s homepage is correctly configured and visible in My Dashboard. This gives admins clearer confirmation that users will land on the intended screen after login.
Fixed Activity sector deletion: Deleting an activity sector in Contacts now opens the sector list correctly and selects the sector row before removing it, so the intended sector is deleted reliably. This makes it easier to manage industry categories for customers and contacts without the deletion process failing.
Added Calendar events: You can now create and manage calendar events in Zelo, including quick event entries, seminar events, all-day scheduling, duration settings, participant details, and recurring options for easier planning and visibility.
Updated Contact manual: The contact manual now includes instructions for attaching documents to contacts. This helps users quickly find where to add files and keep reference materials with each customer, vendor, or person.
Improved Browser window size: The default browser window now opens at 1280x960 instead of 1000x800, giving more room for on-screen content and reducing the need to manually resize the window.
Updated Outdated module cleanup: An outdated module was removed from Zelo’s automatic update process. This keeps updates cleaner and reduces the chance of unnecessary update conflicts.
Updated Core platform: The core Zelo platform has been refreshed to the latest stable build. This update brings recent improvements to the foundation that supports your modules and daily workflows.
Updated Contract management: The contracts area has been refreshed to the latest supported version, helping contract records, renewals, and recurring billing workflows run more consistently across Zelo
Updated Website add-ons: The bundled website-related modules have been refreshed to a newer compatible build, helping keep web store and website features aligned with the latest Zelo platform.
Updated Web interface: The web user interface has been refreshed with the latest shared web enhancements. This helps common screens, menus, and everyday actions feel more consistent and reliable across Zelo.
Updated Stock logistics workflow: The stock and logistics workflow components were refreshed to the latest supported version, helping inventory movements, transfers, and related logistics operations stay compatible with current Zelo features
Updated Social collaboration: The social collaboration component has been updated to the latest supported version. This helps keep activity feeds, messaging, and related integrations stable across Zelo.
Updated Server tools: Refreshed internal server utilities that support administrative and system-level operations, helping related Zelo features run more reliably and consistently.
Updated Project features: Project-related functionality has been refreshed to a newer release. This helps planning, task tracking, and project workflows stay current and consistent in Zelo.
Updated Payment management: Payment management now uses the latest improvements, helping payment registrations and bank statement matching stay reliable. This refresh also keeps payment-related accounting entries consistent with the rest of your financial records.
Updated Invoicing: Zelo’s invoicing area has been updated to the latest account and invoice capabilities, ensuring bill creation, validation, and related accounting entries stay aligned with recent platform improvements.
Updated Niboo integration: The Niboo integration component was refreshed to the latest community version, bringing recent fixes and enhancements for Niboo-related workflows.
Updated General utilities: Zelo has been refreshed with the latest set of general-purpose utility features. This update helps keep optional tools aligned with the current platform and includes recent stability improvements.
Updated Interface theme: The visual theme for the Zelo interface has been refreshed to the latest version. This keeps layout, colors, and user interface elements consistent across the application.
Added User password setup: An automated step now updates a user’s password during account configuration. This helps ensure the correct credentials are applied before the account is finalized or disabled.
Added Calendar shortcut: You can now open the calendar directly from the main menu, giving you quick access to your schedule, appointments, and events without extra navigation.
Added Calendar event creation: You can now create and manage events in the Zelo Calendar more easily, including quick event creation, day/week/month view switching, and adding details such as attendees, duration, category, reminders, location, and notes. This makes it simpler to schedule meetings, appointments, and recurring calendar items.
Added Contact action screenshots: Zelo now captures a screenshot of the action menu when a contact’s industry sector is removed. This gives support teams a clear visual reference for the exact step being performed, helping resolve issues more quickly.
Added Calendar event creation: You can now create calendar events in Zelo by adding a title, selecting attendees, and setting duration or all-day status. Events can also be scheduled with weekly recurrence.
Updated Calendar event setup: Calendar-related event creation and recurring meeting configuration are now grouped with the Calendar area instead of being mixed into CRM tasks, helping keep scheduling workflows clearer and easier to maintain. This makes it simpler to manage meeting details, contact assignments, and recurring all-day events in the right place.
Added Action menu screenshots: Zelo can now capture focused screenshots of record action dropdowns while highlighting the Delete and Duplicate options. This makes it easier to verify that action buttons appear correctly and to include clear visual references in tests or help content.
Updated Contact activity sector: Contact activity sector handling in automated contact workflows has been updated, ensuring sector actions are included when running contact playbooks. This keeps contact sector information consistent during automated tasks.
Added Contacts manual: The contacts section now includes helpful links and screenshots. Users can more easily follow the steps for creating contacts, assigning tags and qualifications, and managing billing, warehouse, and additional addresses.
Added Customer sample data: A new sample customer profile, Cliente 3, is now available with address, phone, email, and website details. This gives users an additional realistic record for checking customer information and related workflows.
Added Contact activity sector: Zelo now supports adding and removing activity sector values for contacts, making it easier to classify customer and partner records by business sector during contact setup
Fixed Contact activity sectors: Contact activity sectors now work consistently when managed from contact records. The change corrects how sector actions are referenced, improving reliability when adding or removing an activity sector.
Fixed Contact activity sectors: Fixed a naming inconsistency in the contact activity sector workflow so sector records can be managed without errors
Added Contact activity sectors: Zelo now supports activity sectors for contacts, letting users create sector names and full labels to classify contacts by business area. You can also remove sectors you no longer need from the contacts configuration.
Updated Contact management: Contact records were refined so common actions such as disabling, deleting, duplicating, tagging, and attaching documents work more consistently across the contact list and form views
Updated Contact records: In Zelo, contact creation and duplication now follow the correct workflow, with qualification applied before the base contact is created and the copy made from the intended original contact. This makes customer contact data more consistent and reliable.
Updated Customer contact creation: A regular automated check now verifies that customer contacts can be created and saved correctly in Zelo
Fixed Contact updates: Contact changes now apply more reliably, including tags, job titles, and customer or supplier settings on the contact form
Added Contact qualification steps: You can now use contact qualification actions in automated play blocks, allowing Zelo to qualify company and individual contacts and assign qualification values as part of customer contact setup
Added Contact qualification: You can now create custom qualification categories for contacts and assign them to individual contacts. This helps teams organize contacts by role or type and quickly identify important details during follow-ups.
Added Contact attachments: You can now attach documents directly to contact records, making it easier to keep files linked to customers, suppliers, or other business contacts
Updated Contact internal notes: The documentation and guided steps for adding an internal note to a contact now use a clearer action name. Users can still record private notes on contact records from the Internal Notes tab, with the documentation now better matching the actual Zelo workflow.
Updated Contact documentation: The step-by-step guide now uses clearer action names for adding a specific contact, billing address, warehouse address, or another address to an existing contact. This makes the documented workflow easier to follow.
Updated Contact setup guide: The step-by-step guide for contacts now uses clearer action names for opening the Sales & Purchases tab, marking a contact as a customer or supplier, and assigning a salesperson
Added Customer contact details: Zelo now lets users set the activity sector for a customer’s company during contact qualification. This adds an industry classification to customer records for better segmentation and reporting.
Improved Contact activity sector: The contact activity sector routine now runs more reliably. The automated process closes the previous session before continuing and skips an unnecessary contact-creation step.
Added Contact activity sector: You can now set the business activity sector for a company contact from the Sales and Purchases tab. This helps categorize customers and suppliers by industry, making contact records easier to organize and filter. The sector is saved directly on the contact form for quicker access when managing sales or purchasing relationships.
Fixed Automated browser sessions: Background browser sessions now log out reliably after automated checks finish, helping keep Zelo’s background tasks clean and secure
Added Contact test coverage: Automated checks for contact records now include base contact data, addresses, internal notes, and sales-related contact information.
Fixed Sales contact automation: The automated sales contact routine now starts from the right contact screen, making browser-based checks and actions more reliable. Users who rely on guided sales contact workflows can expect fewer unexpected interruptions.
Fixed Contacts navigation: Opening a contact record and creating a new contact from the Contacts list now work reliably without unexpected navigation issues
Fixed Automated browser checks: Zelo’s automated browser checks now start reliably after a correction to how test components are loaded, helping scheduled validation run without unexpected startup errors.
Fixed Automated browser tests: The automated browser test startup now loads the required setup components correctly, so test scripts can run without missing pieces. Contact scenarios now proceed through creation, duplication, deactivation, and cleanup in the expected order.
Fixed Contact records: Adding sub-contacts and address details to an existing contact now works reliably. We corrected the internal reference used when creating a contact inside another contact, so invoice, delivery, and other address entries can be added without unexpected errors.
Updated Sample customer data: Zelo’s sample customer list now includes an additional customer record, making it easier to test contact details, searches, and customer-related workflows.
Added Sales contact documentation: Visual guides were added to the Sales and Purchases area of customer contacts. They highlight how to mark a contact as a customer or supplier and how to assign a salesperson, making these sales setup steps easier to follow.
Updated Contact internal notes: The guide for adding internal notes to contacts now includes a helpful screenshot, showing users exactly where to enter and save private notes on a contact record
Added Contact maintenance: New visual guidance in the contact form highlights how to classify a contact as a person or company and how to deactivate it, helping users avoid duplicate or removed user records
Fixed Browser test execution: Automated browser test runs can now start reliably because the test runner resolves its helper components correctly, preventing failures caused by missing or duplicate setup references
Removed Contact examples: Unused internal example files for contacts were removed to keep the system tidy. Contact creation, editing, and related customer, supplier, address, and note features are unchanged.
Added Expanded module set: Zelo now includes calendar, contacts, and Italian certified electronic mail capabilities, giving users more built-in tools for scheduling, managing customer and partner records, and sending certified messages in Italy. These features are now part of the active module set, so they can be enabled and used without additional manual setup.
Added Expanded standard features: Zelo now includes city-level address fields, richer partner location details, location data import, dashboard views, document handling, notes, and a dot-style decimal keypad for numeric entry. These additions make address entry, location maintenance, dashboards, and number input more complete and easier to use.
Updated Automated browser validation: The automated browser check now reactivates the test user before login and log validation, making the test flow more complete and reducing false failures caused by an inactive user.
Fixed User permission setup: Zelo now correctly assigns app installation permissions and reactivates inactive users. Administrators can reliably control user access rights, including allowing app installation or restricting it to settings, without the previous selection issues.
Updated User creation documentation: The user creation guide now includes helpful links to related step-by-step topics. You can move more easily from user setup to CRM, sales order, product, and project instructions without searching through separate pages.
Updated Automated documentation routines: The internal steps used to create guided Zelo documentation were refined for consistency. Users who rely on generated walkthroughs and validation checks will experience a more stable and maintainable documentation process.
Updated App installation permissions: The user permission for installing applications now uses the updated application label, so administrators can more reliably allow or restrict app installation from the user access rights screen
Fixed Report layout selection: The report layout dropdown now correctly recognizes the Background option after interface translation changes, so users can select and apply report backgrounds without selection errors
Updated Reactivated users and catch-all email alias: User reactivation and catch-all email alias validation are now clearer in Zelo, helping ensure reactivated accounts behave correctly and emails sent to catch-all aliases are handled as expected.
Added User reactivation: Inactive users can now be reactivated directly from the Users list using the Inactive Users filter. This lets administrators restore access for previously disabled users without creating a new account or losing existing user data.
Updated Communication tools guide: The Zelo user guide now includes clearer screenshots and refreshed instructions for managing direct messages and channels. Teams can more easily follow the steps to create public or private channels, add members, and join or leave channels.
Updated Italian language support: Zelo now includes a refreshed Italian translation across core screens, settings, and common actions. Users working in Italian will see clearer labels and consistent wording throughout the system. This makes navigation, configuration, and everyday tasks easier for Italian-speaking teams.
Removed Translations module: The translations add-on is no longer available for installation in Zelo. Its translation screens and sample data are no longer loaded, keeping the system focused on actively supported features.
Updated Module availability: Zelo now references active modules from a centralized location, reducing the chance of missing features and making module updates easier to deploy
Added Available features: Zelo now includes the previously missing components for administrative configuration and incoming email alias settings, so users can rely on the full expected feature set in these areas
Added Zelo setup: The default Zelo setup now includes extra support modules for reports, protected access rules, and administrative settings, so standard capabilities are available consistently. This helps keep report generation, access controls, and admin tools reliable across Zelo.
Updated Default profile modules: The standard Zelo profile now includes the refreshed set of core modules, adding required access and management capabilities while leaving optional add-ons uninstalled by default. This gives new installations a cleaner starting point, and administrators can still enable extra modules later.
Improved Automated screenshots: Screenshots now automatically scroll the browser view to the relevant element before capturing. This ensures that click, typing, and selection actions are visible in the saved image, making it easier to verify what happened.
Fixed Element highlighting: Temporary highlights now preserve an item’s original layout and placement. Nearby content no longer shifts while Zelo is locating or interacting with the screen.
Improved Element highlighting: Zelo now scrolls the target field or record into view before applying the green highlight. This makes it easier to locate the active area during guided or automated actions.
Fixed Company report previews: Internal and external company report previews now use the correct localized labels and file names. This makes report previews in company and general settings behave consistently when Zelo is used in Italian.
Improved Visual highlighting: The green highlight used to mark items on screen now has a slightly thicker border. This makes it easier to notice which record or action is being highlighted during guided or automated tasks.
Fixed File upload screenshots: Screenshots captured during file uploads now show the file selection control correctly, even when it is hidden on the page. This makes upload-related checks and troubleshooting more reliable in Zelo.
Improved File upload screenshots: File upload steps now capture a clearer screenshot of the highlighted upload area before a file is selected, making it easier to verify the correct upload action and share helpful guidance with support.
Improved On-screen highlighting: Highlighted fields and buttons now display a stronger, more consistent green glow with readable black text, making guided actions and important items easier to spot across Zelo views.
Fixed User manual images: A broken image reference in the user setup documentation has been corrected. The corresponding screenshot now displays properly, making the guide easier to follow.
Updated Automatic page resizing: Zelo now measures visible page content more directly when the browser automatically resizes for full-page captures, producing more consistent window sizes for reports and document screenshots
Updated User creation guide: The user setup documentation now uses clearer steps and refreshed links, helping admins create new users, set access permissions, and configure language, timezone, and notification preferences
Improved Element highlighting: Highlighted elements now show a stronger green outline and glow. This makes it easier to see the exact field, button, or record Zelo is interacting with on the page.
Fixed Screenshot cropping: Cropped images are now trimmed correctly around the selected area, with a small margin so important content is not cut off, making visual previews and generated screenshots more accurate.
Updated Email configuration: A minor maintenance update was made to the outgoing mail setup area, so SMTP server details can still be entered and saved as before
Improved Element highlighting: The browser highlighter now uses a green glow with a translucent background instead of an orange outline. This makes the selected field or button easier to spot while keeping the surrounding page content visible.
Updated Company data guide: The company data help page now uses clearer wording and corrected guide links. This makes it easier to find instructions for entering company details, uploading the company logo, and printing report previews in Zelo.
Updated General settings documentation: The General Settings guide now has clearer wording and updated links, making it easier to follow instructions for paper format, report templates, activity types, and email server configuration
Updated Communication tools guide: The communication tools section of the Zelo manual was refreshed to provide clearer guidance for configuring outgoing and incoming email servers, helping users set up chat and email channels with more current setup instructions.
Fixed Italian translation details: The Italian language information and links across core and add-on modules have been corrected. This ensures translated screens and module descriptions point to the right resources in Zelo.
Added Automated screenshot capture: Screenshots can now be cropped to focus on a specific area of the screen. This makes captured images more useful for documentation, tutorials, and visual references.
Fixed Report preview downloads: Repeatedly generating report previews now works more reliably because each downloaded preview is saved as a separate copy after validation, preventing leftover files from affecting the next download
Updated Communication tools guide: The communications manual has been reorganized to more clearly explain direct messages, public and private channels, and email server setup. This makes it easier to find step-by-step instructions for sending messages, managing channel membership, and configuring incoming and outgoing mail.
Updated User creation guide: The user creation documentation now includes refreshed screenshots and clearer wording, making it easier to understand how to add basic details, permissions, and preferences for new users.
Updated Italian translations: The Italian language support now includes a refreshed first round of translated text across many Zelo features. Italian-speaking users will see more consistent wording in menus, forms, reports, and common screens.
Fixed Automated test logging: Background validation runs now record their completion status using the correct log format, helping support teams confirm that checks finished as expected without affecting your day-to-day use
Added Italian translation: Core Zelo modules now display interface labels, menus, and messages in Italian, giving Italian-speaking users a more consistent and easier-to-use experience across everyday workflows
Updated General settings guide: The documentation now explains how to access general settings and configure paper format, report layouts, advanced mode, scheduled email actions, user aliases, system parameters, and access rules. This makes it easier to manage Zelo configuration without needing extra guidance.
Fixed Illustrated guide links: The step-by-step guide links in the company information section now open the correct pages for configuring company data and printing internal or external reports
Updated User documentation: The Zelo manual now includes clearer step-by-step wording and links for communication channels, email alias settings, and report template previews, helping users locate the correct setup instructions more easily
Improved Chat channel automation: Automated channel actions now open the channels menu before selecting a channel, helping Zelo complete join, leave, and delete channel flows more reliably.
Improved Password sign-in: The sign-in flow now handles password validation more smoothly by reducing unnecessary focus on error messages after a failed login attempt
Fixed Automated testing: Automated checks that verify users can open settings now run correctly after an internal update, helping ensure Zelo continues to behave reliably.
Fixed Screenshot highlighting: Automated screenshots now move the pointer away after highlighting a target area, so hover pop-ups and tooltips no longer appear in the captured image and visual checks remain accurate
Updated Checkbox appearance: Checkboxes now use the standard interface style instead of a custom image, giving a cleaner and more consistent look across forms and lists.
Fixed User creation testing: Automated checks that verify user creation now handle browser interactions more reliably, reducing false failures and improving confidence that user management works correctly.
Updated User setup guides: Refreshed the step-by-step documentation for creating users and general settings so the instructions and screenshots match the current Zelo interface. This makes it easier for administrators to follow the latest setup process.
Updated Company information guide: The company details documentation now clearly explains how to upload the company logo, preview and print reports, create multiple companies, and use the action button for company management, including deletion and the current limitation that duplication is not available. It also reminds users to save changes after updating company information.
Improved Automated testing: Automated tests now record a clear completion message when they finish successfully, giving the team a simple way to confirm that routine checks have run without issues before updates are released.
Updated User profile picture documentation: The Zelo guide and manual now include clear instructions for uploading a user profile picture. This helps users personalize their profile and makes it easier to recognize colleagues across the system.
Added User permissions documentation: The user setup guide and manual now include screenshots and clearer instructions for configuring user permissions. Administrators can now more easily manage application access, settings visibility, and administrative rights.
Updated User creation tests: Automated browser test runs now use a dedicated fake user during the user creation step. This keeps test data separate from standard sample users and makes repeated test runs more consistent.
Updated User profile display: The user profile area no longer loads an empty template, keeping the screen cleaner and more consistent while the design is being refined
Updated Multi-company settings: The multi-company option is visible again in Zelo’s settings, so users can continue selecting the active company and managing company-specific records while the final approach is reviewed.
Added Automated login checks: Zelo’s automated browser run now includes a test account and a password validation step. This helps confirm that sign-in protections work correctly and can surface login issues before they affect users.
Added Password check: Zelo now includes a login verification step that submits the entered username and password, captures the access attempt, and highlights a clear error alert when the credentials are rejected
Added User permission guides: The user permission setup instructions now include screenshots for allowing application installation from Settings, assigning administration access permissions, and enabling settings permissions. These visuals help you verify the correct access levels when configuring users in Zelo.
Added Sample user data: Zelo now includes an additional sample user profile in the sample data set. This makes it easier to check multi-user scenarios, contact details, and ownership assignments without manually creating extra accounts.
Fixed Email account checks: Email account validation now includes a default sender name, so email-related checks confirm outgoing messages use the expected sender details
Fixed Email sending: Emails now include proper sender, recipient, subject, and date headers, so outgoing messages are more likely to be accepted by mail servers and displayed correctly in recipients’ inboxes
Updated Core platform: The main Zelo platform has been updated to the latest stable core. This refresh brings recent fixes, performance improvements, and compatibility enhancements across connected modules.
Updated Contract management: The contract management module has been updated to the latest maintained version, bringing current refinements and fixes for contract workflows and recurring billing behavior
Updated Contributed extensions: The contributed extensions package was updated to the latest revision. This helps keep optional add-on features current with recent improvements and fixes.
Updated Account invoicing: Invoice workflows now benefit from the latest upstream enhancements, helping keep invoice creation, validation, and accounting updates current and reliable.
Updated Financial reporting: Zelo’s financial reporting component has been updated to the latest supported version. This helps ensure account reports and financial statements continue to generate reliably and stay aligned with current accounting workflows.
Updated Email and messaging features: The email and messaging components have been refreshed to the latest version, so email-related functionality throughout Zelo reflects current improvements and behaves consistently with other parts of the system.
Updated Interface theme: The Zelo interface theme has been updated to the latest version, providing a more consistent and polished appearance across dashboards, forms, and other screens
Added Italian translations: Italian users now see translated labels and messages across the planner, website CRM, events, recruitment, ratings, sales, delivery, stock, slides, and Twitter integration areas. This makes these sections easier to read when Zelo is set to Italian.
Updated Italian translations: The Italian interface now includes more translated labels across inventory operations, website pages, and settings dashboards. This makes Italian language support more consistent for users working in Zelo.
Mars 2018
Added Channel email notifications: You can now send an email from Zelo to a channel, so the message appears in the selected channel and keeps team members updated.
Added Italian translations: Italian language support has been expanded across sales, inventory, SMS, surveys, website, and portal areas. Users who work in Italian now see more complete and clearer labels, messages, and customer-facing pages, reducing mixed-language content.
Added User home page: You can now set each user’s default landing page from their preferences, so users can start directly in a chosen dashboard such as My Dashboard after signing in
Added Italian translations: Italian-language users now see translated labels, statuses, and messages across sales, payment, inventory, and timesheet areas, including order portal text and transaction status labels. This makes the interface easier to understand and more consistent for customers and internal teams working in Italian.
Improved Container image builds: The base image for Zelo deployments now copies only the required configuration and utility files during build. This makes image preparation faster and more efficient without changing what users can do after installation.
Fixed Report previews: Company report previews now wait for the PDF file to finish downloading before opening it. This makes internal and external report generation more consistent and reduces unexpected preview failures.
Updated General settings: The multi-company section is hidden from the General Settings page again. This keeps the setup area focused on the configuration options available in your current Zelo environment.
Improved Automated browser testing: Automated browser checks now record a confirmation when no severe browser console errors are found, making it easier to verify that the interface is running normally.
Fixed Direct message recipient field: The chat recipient search now shows the correct Italian prompt, so users can type a person’s name and open a direct message without seeing an out-of-place English label
Fixed Automated testing: Automated browser tests now start correctly when verifying that no new application errors appear. This helps ensure Zelo workflows remain stable after updates.
Improved Automated quality checks: Zelo’s automated tests now monitor the browser console for unexpected errors while simulating common user workflows. This helps detect and address potential interface issues earlier, supporting a more reliable experience.
Fixed Web resource loading: Zelo now includes a core fix for how web resource manifests are matched, so interface assets and web pages load correctly after updates. This improves reliability for customers using web-based Zelo screens.
Fixed Email server labels: Incoming and outgoing email server options now display with the correct translated text in Italian settings screens, helping users locate and configure mail settings consistently.
Fixed General settings validation: Automated checks for general settings now use the correct translated labels when verifying scheduled incoming mail retrieval and email queue actions. This ensures email-related scheduling settings are validated reliably in localized Zelo environments.
Updated Database manager: The database manager now consistently displays Zelo branding across its setup and administration pages. This makes creating, selecting, or protecting databases feel more aligned with the rest of Zelo.
Added Contact tag automation: Automated contact workflows can now create contact tags and assign them to existing customer contacts, helping keep contact records consistently labeled during automated browser processes.
Added Contact tags: You can now create and assign tags to contacts, helping you organize people or companies by custom categories such as region, segment, or team
Updated Report settings: The report layout selection and document preview option now use clearer localized labels, making it easier to configure report templates and preview documents from general settings
Fixed Multi-company visibility: Multi-company settings are now visible again in Zelo settings. This resolves a template issue that could hide company options and prevent users from managing multiple companies.
Fixed Database manager view: The database management screen now loads reliably after removing an unnecessary startup dependency, so administrators can access database options without unexpected loading issues
Added Sample contact data: A new sample contact record is now available for testing and demonstration. It includes typical customer details such as address, phone, email, and website, helping you verify contact-related workflows more easily.
Added Contact management: Zelo now supports duplicating a contact, deactivating the duplicate, and deleting it in a guided sequence. This makes it easier to manage contact records safely without affecting the original contact.
Added Contact management: Duplicate and remove contacts are now available from the Actions menu on a contact’s page, so you can quickly create a copy of a contact or delete an unwanted one.
Fixed Browser workflow reliability: Unsupported browser actions are now handled more gracefully during automated screen capture and documentation flows, reducing unexpected errors. This helps browser-based utilities remain stable when a requested action is not available in the current environment.
Updated Core platform: The main application component has been updated to the latest stable build. This keeps the core ERP platform current and helps ensure modules work together consistently.
Updated Contract management: The contract area has been refreshed with the latest contract updates, improving stability and keeping contract features aligned with current Zelo behavior
Updated Website features: The website building components were refreshed to the latest version. This ensures Zelo uses current templates, blocks, and storefront features for customer-facing pages.
Updated System components: A supporting module was refreshed to the latest available version, helping keep Zelo stable and compatible with recent platform updates
Updated Standard module set: Zelo now includes the latest stable package of standard modules. This update brings recent stability improvements and compatibility updates across common business workflows.
Updated Web interface: The internal web platform used by Zelo’s browser screens has been refreshed. This helps keep common page interactions, forms, and list views stable and consistent across modules.
Updated Project management: The project management area has been updated to the latest version of its supporting components. This helps keep project records, tasks, and related workflows stable and consistent.
Updated Partner contact records: Zelo now uses the latest partner contact updates, improving how customer, vendor, and contact information is stored and displayed. This keeps contact details more consistent across documents, lists, and related records.
Updated Account payments: The account payment tools were refreshed with the latest supported version, bringing recent improvements to payment processing and related accounting workflows.
Updated Account invoicing: Zelo’s account invoicing area has been refreshed with the latest community enhancements, helping invoices move more consistently from draft to posting, payment, and accounting entries.
Updated Financial reporting: The financial reporting components have been updated to the latest supported version. This keeps accounting reports aligned with current Zelo behavior and helps maintain reliable calculations and compatibility.
Updated Analytic accounting: The analytic accounting component has been refreshed with the latest compatibility and reliability refinements. Analytic tags, distribution lines, and related financial reports remain consistent and dependable in Zelo.
Updated Miscellaneous add-ons: The optional utility module collection was refreshed to a newer stable build, keeping supporting features aligned with current Zelo ERP behavior and reducing the chance of compatibility issues.
Fixed Automatic module updates: The safe update process now records the correct module version when applying updates, so update notes are clearer and easier to review.
Updated Email alias domain: Zelo now verifies that the email alias domain can be changed in General Settings. This helps ensure inbound email aliases continue to route to the correct recipients after a domain update.
Fixed Outgoing email server setup: The mail server configuration step now selects the correct SMTP server before entering its details, so outgoing email settings are applied reliably
Updated System maintenance: Internal test automation was reformatted to follow consistent coding standards. This helps Zelo quality checks run more smoothly and supports more stable releases.
Improved Contact records: Contact cards and address entries now use a more consistent layout and flow when creating, editing, or deactivating contacts. This helps you manage customers, suppliers, internal notes, and related product information with fewer interruptions.
Updated Automated browser checks: The automated browser check process has been cleaned up by disabling unused setup steps. This keeps the testing process focused on the intended actions and easier to maintain over time.
Fixed Contact address management: Adding billing and delivery addresses to an existing contact now completes more reliably. Address details are entered into the correct fields, reducing failed saves or mismatched contact information.
Fixed Customer contact lookup: Selecting a customer contact from the contacts list now works reliably, even when the customer name includes commas or other characters that previously made the contact difficult to open. This helps ensure the customer creation and editing workflow proceeds smoothly.
Updated Italian translations: Zelo now provides a more complete Italian language experience across project, purchase, sales, stock, rating, and reporting features. Users who select Italian will see localized labels, messages, and email text more consistently in these areas.
Fixed Customer address details: A spelling correction was made to sample province values so customer address information is consistent and easier to review
Added Contact management: Zelo now includes expanded support for contact records, including base contact details, addresses, internal notes, and sales-related contacts. This makes it easier to set up and maintain customer and supplier information consistently. Users can rely on more complete contact workflows when managing relationships across the system.
Fixed Sales & purchases details for contacts: The Sales & Purchases tab now opens reliably from a contact record, and customers and suppliers can be configured correctly. You can also assign a salesperson to a contact without the previous navigation issue.
Fixed Contact sub-contacts: Creating sub-contacts and adding billing or warehouse addresses from the Contact & Addresses section now works more reliably and saves correctly
Fixed Contact internal notes: Internal notes can now be added to a contact record after opening the note section, giving users a reliable place to store private follow-up details. The correction also keeps the note entry aligned with the selected contact, reducing failed saves or misplaced notes.
Fixed Contact creation: Creating and updating contacts now works more reliably, including address fields, province and country selection, phone and mobile numbers, email, website, and language. Contacts can also be saved correctly as a person or a company, and deactivated without field mismatches.
Fixed Automated test log checks: Automated quality checks now compare the current log state with the number of errors present when the test run starts, making test result monitoring more consistent and helping ensure new issues are reported accurately
Updated Documentation: The step-by-step guides for communications, company information, general settings, and new user setup have been refreshed. The updated wording and action references now better match the current interface, making it easier to follow setup and configuration steps in Zelo.
Added Italian localization: More screens, fields, reports, and system messages across accounting, sales, inventory, manufacturing, and project areas now display in Italian, making the Zelo interface more consistent and easier to use for Italian-speaking users
Updated Customer contact data: Customer contact details now follow a consistent contact structure, making names, addresses, and related information easier to view and manage.
Added Contact internal notes: You can now add private notes directly on a contact record in Zelo to capture customer context, follow-up reminders, and internal comments. These notes are saved with the contact and help your team keep relevant information accessible without sharing it outside the organization.
Added Sub-contact creation: You can now create linked sub-contacts from an existing contact record. Each sub-contact can include a name, job function, email address, mobile number, and billing or shipping address, making customer and supplier contact structures easier to maintain.
Added Contact creation: You can now create individual and company contact records in Zelo with structured fields for address, phone, email, and website. This makes it easier to add and maintain customer and sales contacts from the Contacts area.
Added Customer sample data: Customer sample records now include complete contact details such as address, city, province, ZIP, VAT, phone, mobile, email, and website. This makes customer information more complete and easier to review in Zelo.
Added Report template help: The step-by-step guide and manual now explain how to select a report layout from a window or dropdown. You can also preview a document before printing or exporting it, making it easier to choose the right template.
Updated Italian translations: Italian interface text has been refreshed for messaging, maintenance, email campaigns, memberships, manufacturing, notes, and payment features. Users who work in Italian now see more complete and consistent labels, buttons, and messages across these areas.
Updated Interface customization: The interface customization feature has been renamed and its description clarified. It now clearly indicates that Zelo can hide unsupported features and add missing ones in application screens. This makes it easier to understand how the user interface can be tailored.
Added Channel picture instructions: The communications guide and user manual now include instructions for adding a channel picture. Teams can use this to give public and private channels a clear visual identity.
Added Home screen preference: Users can now select their preferred starting screen in personal settings. This lets each person open Zelo on the area that is most useful for their day-to-day work.
Updated Company information guide: The company information guide and manual now provide clearer instructions for entering company details and uploading the logo. You can also find easier links to save company settings and preview internal or external reports.
Added Company information guide: The step-by-step guide and manual now include instructions for uploading your company logo and previewing internal and external reports, helping you verify how your branding and report settings appear before printing.
Added Report layout preview: Zelo now captures a visual screenshot when selecting a report layout, giving users a clear reference of how reports will appear in preview and download flows
Updated Print report verification: The company print report flow now captures a visual snapshot during automated verification. This helps confirm that the print action and external report opening behave as expected.
Updated Automated setup: The setup routine now includes company configuration and temporarily skips activity configuration, giving a more predictable initialization experience
Updated User signature: The user signature is now saved as a single line combining the name and role. This makes signatures display more consistently in Zelo documents and user preferences.
Fixed Channel pictures: Channel profile pictures now upload and save correctly. This ensures the selected image appears reliably after a channel icon is assigned.
Added Database Manager screen: Zelo now includes a new database management page that can be tailored with custom text, layout, and branding. This server-wide view replaces the default database selection and administration screen, giving administrators a more consistent experience when setting up or managing databases.
Added Italian translations: Zelo now includes more Italian text across delivery, human resources, events, and related workflows. Users can read labels, messages, and notifications in Italian, making the system easier to use for Italian-speaking teams.
Updated Campaign tracking icon: The icon used for campaign tracking has been grouped with Zelo’s theme resources, so it loads consistently wherever campaign tracking appears in the application
Fixed Activity creation: Creating activities in General Settings now saves the recommended follow-up activity correctly. This makes it more reliable to set up follow-up emails during activity creation.
Fixed Activity type checks: Automated validation for activity types in General Settings now finds the correct fields more reliably. This helps ensure Zelo continues to work as expected.
Fixed General settings: General settings now handle report template selection, document previews, and follow-up activity configuration more consistently, reducing unexpected errors when saving settings or reviewing reports.
Added Play visuals: Zelo now includes pictures for plays, allowing users to display cover images or promotional photos on play records and in list views. This makes it easier to identify plays at a glance and present them more professionally.
Added Profile and channel visuals: You can now add a profile photo to user records and upload an icon for chat channels. These visual details help users quickly identify people and conversations in Zelo.
Added User profile pictures: You can now add a profile picture when creating or editing a user. The selected image is saved to the user record so it appears in the user’s profile.
Updated Company logo: The company logo image has been updated to the latest version, so company profiles now display the refreshed logo consistently after saving for a cleaner branded appearance throughout Zelo.
Added Channel picture: You can now upload and assign a custom picture to a chat channel. The image is saved with the channel details, helping users identify the right channel at a glance.
Added PDF document processing: Zelo now includes the system tools needed to create and process PDF files. This makes PDF reports, invoices, and document exports more reliable on supported installations.
Updated Test report preparation: The automated test report setup now skips the company setup step and continues with general settings and technical function setup. This makes test runs more consistent by avoiding unnecessary reinitialization of company data.
Fixed Report preview: Previewing document reports from General Settings now works reliably, letting users confirm PDF layouts and background settings without unexpected failures
Updated Language and settings checks: The quality checks for loading translations, importing language files, and verifying general settings were refreshed to run more consistently. This helps catch problems earlier and keeps Italian language options and document setup reliable in Zelo.
Added Report configuration: Zelo now supports configuring report templates and previewing documents from settings. Users can select report layouts and verify how documents appear before sharing them.
Added Report preview and download: You can now preview report documents and download the generated PDF directly from General Settings. Zelo verifies that the report preview is generated correctly before the file is available for download.
Added Italian translations: Zelo now shows more Italian interface text across dashboards, calendars, contacts, and sales management. Italian users can now read labels, confirmation messages, and related email content in their own language.
Added Note activities: You can now schedule a follow-up activity directly from a note. This lets you create a timed reminder or next step that stays linked to the note without switching screens.
Added Italian translations: Zelo now includes a more complete Italian translation for core interface elements, so menus, labels, and standard messages appear in Italian for Italian-speaking users.
Fixed Automated quality checks: Zelo’s functional test setup now prepares temporary report download folders with the correct permissions and allows more time for report previews to finish, reducing unreliable test failures during verification
Fixed Automated test setup: Test runs now prepare a clean temporary document workspace before starting, which helps prevent validation failures when the expected folder is missing.
Fixed Functional test setup: Automated functional tests now ensure the expected temporary downloads folder exists before completing, reducing the chance of test runs failing unexpectedly
Updated Note activity scheduling: Scheduling activities from notes now opens the activity planner more reliably, making it easier to track follow-ups linked to a note.
Improved Documentation generation: Automated documentation now creates a dedicated downloads folder before saving generated files, ensuring exports are stored consistently
Updated Automated testing: A redundant setup step was removed from the internal test suite, making automated checks cleaner and easier to maintain. This does not change any user-facing functionality in Zelo.
Updated Browser automation: The background browser helper used for automated web actions now uses a clearer process for moving the pointer away from a selected area, supporting more consistent document previews and exports
Improved Functional testing: Functional tests now run with unnecessary debug documentation disabled. This keeps automated test output cleaner and helps checks behave more consistently.
Added File upload: You can now upload files directly in Zelo. The upload flow waits for the page to settle and moves the pointer away before clicking, making attachments more reliable.
Added Notes board: New built-in checks now cover creating notes, changing colors, organizing columns, deleting notes and columns, and scheduling related activities. This helps ensure the Notes area behaves consistently for users.
Updated File upload: The file upload experience has been further refined to make document uploads more stable and reliable during everyday use
Added Main menu shortcuts: You can now open your personal dashboard and notes directly from the main menu, giving quicker access to your workspace and notes without extra navigation
Updated User and company setup: The setup and maintenance steps for users, companies, chat channels, and system settings are now more consistent. This helps keep these areas stable while you manage your data.
Improved Browser automation: Automated browser sessions now sign out cleanly before switching users, reducing leftover sessions and making user-to-user checks more reliable
Fixed Settings menu permission: Users can now be reliably assigned the permission to view the Settings menu, and the change is saved correctly during user setup. This avoids cases where the permission appears selected but is not stored.
Fixed General settings access: General Settings and Advanced Mode now open correctly, so you can reach standard and advanced configuration options without unexpected navigation issues.
Fixed User alias creation: Creating a user alias from the technical function screens no longer sends you through the settings area first, so users can create aliases directly where they are working.
Improved Page readiness detection: Zelo now recognizes a page as ready based on visible loading states and document completion rather than background activity. This reduces unnecessary waiting and makes browser-based tasks more reliable.
Improved File uploads and tooltips: File uploads now complete more reliably when tooltip pop-ups appear, because Zelo can clear temporary on-screen overlays before finishing the upload action
Improved File uploads: File upload workflows are now more stable, with better handling of browser alerts and on-screen tooltips that could interrupt an upload. This helps background processes complete more reliably when transferring files into Zelo.
Fixed System setup: The setup routine now handles access-rule protection in the correct order. This reduces the chance that important permission rules are deleted by mistake and keeps general settings stable.
Improved User access verification: Zelo now validates user accounts, permission assignments, and protected access rules more consistently. Administrators can rely on clearer checks when confirming that user roles and settings access behave as expected.
Added Automated setup checks: Zelo now runs additional setup routines that verify general settings, system parameters, scheduled actions, and protected access rules, helping ensure the environment is configured correctly. This gives administrators clearer assurance that core configuration and access controls are in place before regular use.
Added Access rule protection: Access rules can now be marked as protected so they cannot be deleted accidentally. Only administrators can remove protected rules, helping keep important security settings stable in Zelo.
Added Apps and permission verification: Zelo now includes checks for app configuration and permission assignment, so administrators can confirm that users see only the access settings they are allowed to manage.
Added Access restriction checks: Zelo now validates that restricted administration options are not shown when assigning user permissions, helping ensure sensitive settings remain hidden from users who should not see them
Added Apps menu visibility: A new check confirms that the Apps option is not shown in the main menu when it has not been configured. This helps ensure users see only the menu sections that are available in their Zelo workspace.
Improved Automated browser downloads: The browser used for Zelo’s background tasks now starts with a default profile configured to save files automatically, so generated documents and attachments are stored without extra prompts
Improved Settings dashboard: The Settings page now more reliably hides the sharing and translation panels when those features are not available. This keeps the settings area focused on the options your team can actually use.
Updated General settings: Removed outdated validation for the sharing and translation panels. This keeps the general settings experience focused on the options that are currently available in Zelo.
Added User permissions: Zelo now supports more specific access permissions when configuring users, including controls for installing applications only from Settings, managing access authorizations, and viewing the Settings menu. This helps administrators assign the right level of access to each role while keeping sensitive system settings secure.
Added Channel picture: You can now assign a picture to a chat channel, making it easier to identify and navigate between communication channels in Zelo
Added Translation operations: Zelo now includes guided actions for loading translations, importing and exporting translation files, and reviewing translated terms. You can search terms by the original source text or by the translated value, which makes localization and terminology review easier.
Improved Setup documentation: Guided setup instructions for company data, report templates, and report previews are now generated more consistently. This makes Zelo’s documentation clearer and reduces repeated setup steps.
Added User profile photo: You can now upload a profile picture for a user during user creation or editing, making it easier to recognize team members in Zelo.
Added Report template selection: Zelo now lets you choose the layout used for document reports from General Settings, using either a template selection window or a dropdown. You can also open a preview to see the selected layout before saving your choice.
Added Browser session persistence: Zelo’s automated browser support can now save the cookies from a web session to a reusable file, helping future browser steps reuse an existing session and reducing the need for repeated sign-ins.
Updated Italian translations: Italian labels, field names, and help messages have been completed for address, contact, country, automation, import, and setup areas, so Zelo now shows clearer Italian wording in those common screens.
Added Report print preview: You can now open a print preview for internal or external reports before printing. This helps you check the layout and content of company documents before sending them to print.
Updated Core platform: Zelo’s main application has been updated to the latest stable release, bringing recent improvements and fixes for a smoother, more reliable experience
Updated Add-on maintenance: The bundled contributions add-on has been refreshed to a newer stable revision. This keeps the add-on aligned with the latest Zelo ERP platform changes and helps ensure dependable behavior for supported workflows.
Updated Report generation: Zelo’s reporting engine has been updated to the latest stable version, helping reports generate more reliably with current formatting and calculation improvements
Updated Web interface: Zelo’s web interface was updated with refreshed interface components, helping keep the user experience consistent, responsive, and aligned with the latest stability improvements
Updated Inventory logistics workflows: The stock logistics workflow has been updated to keep inventory movement, transfer, and related logistics processing aligned with the latest Zelo behavior. Users can rely on more consistent handling of stock operations across warehouse and logistics modules.
Updated Social integration: The social features have been refreshed to the latest stable build, so social feeds, sharing, and related notifications now work more reliably in Zelo.
Updated Server tools: Zelo now includes refreshed internal server utilities, helping system administrators keep the platform stable and easier to maintain
Updated Sales and customer management: The CRM-related components have been refreshed to the latest supported versions, bringing recent stability and compatibility improvements while keeping the familiar workflow for leads, opportunities, and customer records
Updated Financial reporting: Zelo’s financial reporting has been refreshed with the latest stable accounting report updates. This helps balance sheets, profit and loss statements, and other financial reports remain consistent with current accounting rules.
Updated Analytic accounting: The analytic accounting module has been updated to the latest stable upstream version. This keeps analytic tags, analytic lines, and cost tracking aligned with recent accounting improvements.
Updated Miscellaneous add-ons: The collection of smaller utility features has been refreshed, bringing internal refinements that help keep everyday Zelo workflows consistent and reliable
Updated Italian translations: Italian users now see more complete translated text in accounting, authentication, and barcode areas, including interface labels and automated messages. This makes Zelo easier to use in Italian and reduces English fallback content.
Updated Email setup: Zelo now automatically enables the external mail server and configures the mail alias domain during setup. This helps outgoing and incoming email work more reliably with less manual configuration.
Updated Email setup: The outgoing mail configuration now runs in a clearer sequence, so SMTP settings are applied consistently during automated setup.
Fixed General settings: Customer portal access for business and consumer accounts is now saved correctly. Scheduled processing intervals can also be set to minutes and applied reliably in Zelo.
Fixed Outgoing mail server setup: The outgoing mail server configuration step now pauses briefly after opening the settings, reducing the chance of unexpected failures during setup
Fixed User preferences tab: The user preferences section now opens reliably when configuring a new user, so teams can set account settings and permissions without manual workarounds
Updated Automated testing: The automated main-menu checks were updated to follow consistent coding standards. This helps ensure reliable navigation in future quality reviews.
Improved Automated testing: Zelo’s automated test suite now verifies the main menu more consistently, reducing false failures and helping ensure menu behavior is checked reliably before updates are released
Improved Automated user-flow testing: Browser-based checks now interact with on-screen interface elements more reliably, scrolling items into view when needed and producing clearer logs for troubleshooting.
Updated Italian translations: Corrected Italian translations have been applied across many Zelo modules, including accounting, HR, projects, delivery, and helpdesk, so users see more accurate menus, labels, fields, and system messages in Italian
Fixed XML content handling: Zelo now combines XML fragments correctly when preparing output for reports or integrations. This makes XML-based documents more reliable and reduces the chance of invalid or broken content.
Fixed Miscellaneous add-ons: We restored the original add-on package to resolve a known issue that could affect related features, so these utilities now behave as expected
Updated General settings checks: Automated checks for General Settings were streamlined to reduce duplication and make future updates easier. This helps keep the settings dashboard, sharing panel, and translation panel working as expected.
Updated User preferences guide: The user manual now includes updated screenshots and direct links for configuring preferences such as language, time zone, home action, notifications, alias, and signature. This makes it easier for users to follow each setup step.
Added User preferences: Zelo can now configure language, time zone, notification settings, and email signature for users during setup. This gives each user a personalized workspace and reduces manual configuration after their account is created.
Updated Email and general settings: A small maintenance update was made to the email and general settings areas. This helps keep outgoing mail configuration and settings checks consistent for users in Zelo.
Updated User creation guide: The illustrated guide for creating users now includes clearer instructions for setting preferences, language and time zone, notification handling, and user signature.
Updated User manual: The user management guide now includes direct links to illustrated step-by-step instructions for accessing settings, creating users, and configuring user preferences in Zelo
Added User signature screenshots: Zelo now automatically captures a screenshot when a user’s signature is configured and then saves the profile, giving administrators and support teams a clear visual record of the completed setup.
Added User signature settings: You can now set your personal signature in your user preferences, including your name and job title, so outgoing communications can display your information automatically
Improved Email alias check: Zelo now shows a clearer message when the catch-all email alias option is unexpectedly present in the technical settings page, helping administrators spot email routing configuration issues. This makes it easier to confirm that catch-all email handling is set up as intended.
Added User preferences: You can now set your preferred language, time zone, signature, and notification options in your user profile, so Zelo displays content in your chosen language and your dates and alerts match your local settings
Fixed Add-on path configuration: Zelo now reads the complete list of add-on and translation locations correctly. This helps installed modules load reliably and prevents missing paths from causing setup or update issues.
Updated Contact management: Partner and contact records are now available again with richer details and more consistent workflows for organizing customers, vendors, and employees
Updated Email configuration checks: Automated checks for outgoing email servers and message sending were simplified, helping keep email-related behavior stable and reliable
Updated Email alias setup: An outdated automated check for entering a mail alias domain has been removed. This keeps email alias configuration checks aligned with the current setup flow in Zelo.
Compatibility Installation setup: We adjusted the automatic setup process to avoid an incompatible SSL library package, helping Zelo install more reliably on supported Debian systems.
Fixed PDF report generation: Error logging for PDF rendering now works correctly, giving support teams clearer details when a document fails to generate. This helps ensure invoices and other PDF reports are produced more reliably.
Fixed PDF generation: PDF documents now generate reliably when the required SSL support is missing, so reports and other documents render correctly without security-library failures
Fixed Settings page layout: The settings page now uses the correct display template, so setup options appear in the expected order. This prevents missing or misplaced sections when opening the configuration screen.
Fixed System setup: The automated setup now completes smoothly by avoiding an incorrect check for a missing catch-all mail alias. Administrators can continue configuring mail and general settings without unexpected errors.
Fixed Automated setup run: The automated setup sequence now checks the login screen logo at the correct point, after the user is logged out and before the next login. This prevents the run from stopping unexpectedly and keeps the guided setup process reliable.
Added Automated setup: Zelo can now run a more complete automated setup sequence for company, email, user, and access-rule configuration. It also includes backups and error checks after major stages, making initial setup more reliable and easier to repeat.
Added Default user template: You can now set a default access profile in General Settings, so newly created users automatically inherit the intended permissions and reduce manual setup.
Added Automated setup checks: Zelo now verifies during setup that the mail catch-all alias, debranding settings, sharing panel, and translation panel are correctly configured. This helps catch missing setup steps before users start working.
Added Advanced mode guide: The user manual now explains how to access advanced mode and the technical settings it contains. This helps users locate advanced configuration options and understand where they are used.
Added Debranding: Zelo now includes branding settings that let customers replace the default Zelo logo, name, browser title, website links, favicon, and interface icons. The standard Zelo identity can be hidden from the login screen and replaced with the customer’s own visual brand.
Updated Italian translations: Italian interface text has been refreshed across Zelo’s accounting, bank statement import, budgeting, check printing, and report template features, so users see more complete and consistent wording.
Updated Setup consistency: The automated setup checks for chat, user, email, and general settings were refined, helping these screens remain consistent and easier to use in Zelo
Updated Automated browser checks: The automated browser check run now skips an unnecessary login step before verifying channels and chat. This keeps the verification flow simpler and more predictable.
Added Catch-all alias controls: Administrators can now configure catch-all email aliases from Zelo’s general settings. This makes it easier to route incoming mail to the right recipients and keep alias behavior consistent across the system.
Fixed Channel chat messages: Channel chat messages now send reliably because the send action targets the correct send button in the composer, allowing users to post messages without the send click failing.
Updated Channel automation: The automated channel workflow now signs in before running and targets the correct channel for email notifications. This helps prevent missed sign-in steps and notification runs that point to an unspecified channel.
Fixed Channel message sending: Messages typed in a Zelo channel now send reliably, including text and emoji from the chat composer, so posts no longer fail to appear
Fixed Automated test log review: Error detection now reads test logs as raw bytes, so non-ASCII characters no longer interrupt test validation
Fixed Module versions: The versions of several bundled Zelo modules were corrected after a previous update pointed to the wrong builds. This ensures the right features and compatibility for accounting, CRM, projects, partners, inventory, reporting, and web enhancements.
Fixed Module cleanup: Module removal now works more reliably during environment setup and reset. Zelo now correctly targets only modules that are already installed, avoiding unnecessary errors when the system prepares or cleans a database.
Fixed Server logging: Zelo server logs are now stored in a dedicated log folder with the correct permissions, and log rotation uses the same location. This helps keep server diagnostics reliable and prevents missing or inaccessible logs.
Fixed Database setup: Zelo now handles log files more reliably and applies module profiles correctly when setting up a database, so installation and testing runs are less likely to fail when a log file is missing or module changes need to be applied
Updated Core platform: Zelo’s core foundation has been refreshed to a newer base version, improving overall stability and compatibility across modules
Added User management guide: The user guide now explains how to deactivate or delete user accounts, giving administrators clear steps for controlling access and removing accounts that are no longer needed
Fixed System settings: System parameters are now accessed correctly during guided setup in Zelo, preventing the same configuration step from being repeated unnecessarily
Added General settings guide: The illustrated guide now covers opening General Settings, paper format, customer access rules, advanced mode, and technical functions such as aliases, scheduled actions, and system parameters. This gives users clear step-by-step help for configuring basic and advanced Zelo options.
Updated User setup automation: The automated user creation workflow was refined to avoid toggling several permission checkboxes. This makes the setup process more predictable when preparing new users in Zelo.
Fixed Automated menu navigation: A small correction to an internal browser helper improves the reliability of automated checks for opening the main menu and accessing contacts
Fixed Password reset email validation: Password reset email checks now correctly distinguish new reset messages from previously read ones, reducing false errors. This helps ensure password reset workflows behave consistently for users.
Fixed User duplication checks: Automated quality checks now correctly handle the initial password reset email when a user is duplicated, preventing false failures in the user duplication workflow
Improved Automated quality checks: Background checks were refined to keep Zelo more consistent and reliable. This helps ensure user-facing workflows continue to work smoothly during updates.
Fixed User duplication: Duplicating a user no longer sends an unexpected password reset email to the original user’s address, keeping account security and email notifications consistent.
Updated Automated testing: Zelo’s background browser test routines now follow a cleaner code style. This helps keep quality checks consistent as new features are verified before release.
Updated Miscellaneous add-ons: Zelo now uses a maintained version of its miscellaneous add-ons, which helps keep these supporting features compatible with the rest of the system. This should make future updates smoother and reduce the chance of unexpected errors.
Improved Automated testing: Zelo’s testing process now watches system logs for new error messages and flags them automatically, reducing the chance that hidden issues go unnoticed
Fixed Paper format setting: You can now set the paper format in General Settings and have it apply correctly. Reports and printed documents will use the intended page size, such as European A4.
Improved Private channel actions: Zelo now includes the expected channel data when processing private channel actions, so actions such as leaving a channel are validated and applied more consistently. This helps reduce unexpected membership changes in private communication channels.
Added General settings navigation: A dedicated path now opens General Settings for email-related configurations. This helps administrators more easily enable external mail servers, define the mail alias domain, and access incoming or outgoing email server settings.
Added Automated setup workflow: The automated setup process now includes extra steps for user access, channel aliases, and notifications, helping ensure the system is configured consistently.
Removed Unused permission entries: We removed leftover access permissions that were no longer used, keeping Zelo’s security settings clean and making user access management easier to review.
Improved Settings documentation: The guidance for entering Advanced Mode and opening Technical Functions is now clearer. Users can more easily find these settings when configuring Zelo.
Updated User access permissions: Administrators can now configure more detailed user permissions, including controls for application installation and access authorizations, making user roles easier to set up correctly
Updated General settings: General settings now include paper format, customer access, password recovery, and scheduled actions in a single setup flow
Removed Unneeded demo content: Placeholder demo entries were removed from the view mask theme, keeping demonstration setups cleaner and focused on useful sample data
Added Feature visibility masking: Zelo can now hide interface views for unsupported features, so users only see functionality that is available in their environment. Administrators can control which views are masked, reducing clutter and preventing access to unavailable screens.
Updated General settings and browser support: General Settings now include options to choose the paper format and document template for business documents. Browser-related page handling has also been tuned, so supported web browsers should load records and reports more smoothly.
Updated Chat channel setup: Automated setup steps for chat channels and user creation have been refined, making it easier to create public or group channels, add members, and keep communication flows consistent
Added Customer account access: Zelo now supports configuring customer account access rules, allowing B2B customers to be invited to the portal or B2C customers to register themselves. This gives administrators clearer control over how customer accounts are created and connected to their company data.
Added Advanced settings controls: Zelo now supports switching to advanced mode and setting the paper format to A4, making it easier to prepare documents for printing with the correct page size
Added Channel screenshots: New visual examples now show how to post a message in a chat channel, enable channel email notifications, and assign a channel alias
Added Documentation screenshots: Screenshots created automatically for Zelo documentation now display a faint, rotated Zelo watermark across the image. This makes official guides easier to recognize and helps prevent screenshots from being reused outside Zelo materials, without making the content hard to read.
Updated Installation dependencies: Zelo’s installation setup now uses refreshed system packages and third-party libraries, helping new and updated environments install more reliably and stay aligned with current supported components.
Improved Update process: Automatic component updates in Zelo now record the exact target version in the update note. This gives administrators a clearer audit trail and makes it easier to verify which version was applied.
Updated Core platform: Updated Zelo to the latest core build, delivering recent stability, performance, and feature improvements across the platform.
Updated Contributions add-on: The Contributions add-on was updated to a newer release. This helps keep the add-on compatible with the current Zelo environment and reduces the chance of unexpected issues.
Updated Reporting engine: The reporting engine has been refreshed to a newer build. This helps Zelo keep report generation stable and consistent as report layouts and data connections evolve.
Updated PPTS integration: The PPTS integration has been updated to the latest compatible version, helping Zelo maintain stable communication and data exchange with connected systems
Updated Application suite: The bundled application suite has been refreshed to its latest release, bringing current features and fixes into Zelo without requiring separate updates
Updated Web interface: The web interface components have been refreshed with the latest interface updates, helping Zelo keep menus, lists, and form views working smoothly
Updated Server utilities: The underlying server administration tools have been refreshed to the latest stable release. This helps keep maintenance tasks, system checks, and background operations running reliably.
Updated Invoicing: The invoicing module has been updated to a newer supported version. This refresh keeps invoice creation, validation, and accounting integration aligned with the latest Zelo improvements and fixes.
Updated Financial reporting: The accounting financial reporting area has been refreshed to the latest version. This helps keep reports accurate and compatible with current Zelo accounting features.
Updated Zelo add-on package: The bundled add-ons have been refreshed to a newer release, bringing in compatibility updates and minor fixes for extended Zelo features.
Updated Server setup: The standard system setup no longer installs the reverse proxy component, keeping typical Zelo installations lighter. Administrators can still enable it separately for local or test environments that require port 80 proxying and long polling support.
Fixed Dashboard background: The default dashboard background now loads correctly when a company has no custom background image set, so the main dashboard displays without a broken image
Updated Backend theme: The Zelo backend theme has been refreshed with updated branding and a new default dashboard background, and companies can still set a custom background image to personalize their workspace
Added Backend theme: Zelo now includes a refreshed backend theme that gives the dashboard, navigation, and application screens a cleaner, more consistent look. It adds a collapsible sidebar, updated typography, and company-level appearance settings to make the workspace easier to use.
Updated Theme organization: Zelo’s appearance customization package has been reorganized from a color-theme package to a general themes package, so existing visual themes remain available and future appearance options can be included without affecting how users choose or apply themes.
Fixed System setup: The setup process now requests the correct helper package, preventing installation errors and helping new Zelo environments configure successfully
Improved Live update connectivity: Zelo now uses a shorter timeout for its background real-time connection and includes an additional supporting component. This helps the interface detect connection changes more quickly and keeps live updates more responsive.
Added Additional fonts: Zelo now includes a broader set of fonts by default, helping reports, labels, and PDFs display international characters, special symbols, and modern typefaces more reliably. This reduces missing-glyph issues and makes generated documents look more professional across different languages.
Updated Default memory limits: Zelo now uses standard memory limits by default, allowing larger reports and complex operations to run more smoothly without hitting restrictive memory constraints
Improved Resource management: Zelo now uses clearer memory limits and one additional background worker, helping busy sessions and longer operations stay more responsive under load.
Updated Default server settings: The default server profile now supports up to 1,000 concurrent database connections and uses a cleaner option layout. This makes it easier to run larger Zelo instances with less manual configuration.
Improved Database security: The default database filter now allows only the production hostname, Zelo test databases, or IP-style test identifiers, reducing the chance of selecting or exposing unrelated databases
Improved Local startup readiness: Zelo now waits for both the application and the web server to respond before considering a local setup ready, reducing false “server not ready” messages during startup
Updated System setup: Removed an inactive internal step that adjusted paper-format printing defaults, so setup now uses only the current, supported configuration.
Improved Default paper format: Zelo now avoids unnecessary changes to the default A4 page size during setup, so reports and PDF documents keep a consistent page layout without extra configuration.
Added Scheduled actions: You can now configure scheduled actions for incoming email retrieval and background job processing, helping automated Zelo tasks run consistently
Added User account management: Administrators can now deactivate or remove user accounts, giving better control over access when roles change or users are no longer active in Zelo
Added System parameters: You can now open the system parameters page from the technical settings area to review global configuration options. This makes it easier for administrators to check the settings that control how Zelo operates across the organization.
Added Channel aliases: Channels can now include a short alias, making it easier to identify and reference them in Zelo when organizing data and automations.
Added Channel email notifications: You can now post messages in Zelo channels and assign an email alias to each channel. You can also enable email notifications so channel activity can be followed and answered from an email client.
Added Password reset guide: The illustrated guide now includes a step-by-step explanation of resetting a password from the login page. Users can follow Zelo’s built-in link-based reset flow to recover access without waiting for manual intervention.
Added General setup guide: The illustrated guide now includes step-by-step instructions for setting up scheduled email retrieval and background job queue processing. Administrators can use it to configure automated email intake and manage queued system tasks with less guesswork.
Improved User alias setup: Creating user aliases from technical settings is now more streamlined, with a direct navigation path and automatic screenshots at key steps for easier verification
Added Email scheduling setup: You can now configure the scheduled mail-fetching and email queue-processing services in Zelo. This helps incoming mail and queued outgoing messages be picked up and sent more promptly.
Updated Setup automation: The automated setup flows for configuring company details and creating user account aliases have been refreshed, helping keep the guided setup experience consistent and easier to maintain.
Added Password reset documentation: The illustrated guide and user manual now include steps for enabling password reset from the login page. This helps users find the setting and complete a reset when they forget their credentials.
Added Company data cleanup: Administrators can now remove company data as part of the automated company configuration process. This makes it easier to reset or clean up a company after testing or setup without manually deleting it from the settings area.
Added User alias creation: You can now create an alias from a technical function and connect it to the correct user, so user records can be reached through a dedicated alias in Zelo
Added Password reset: Administrators can now enable password recovery in General Settings, and users can request a password reset directly from the login page using their account email, making it easier to regain access when a password is forgotten.
Added Password reset from login: You can now enable password reset on the login screen, letting users request a secure email link to set a new password during their first sign-in
Added CRM auto-refresh: CRM lead and opportunity views now refresh automatically when records or related messages are created, updated, or deleted. Sales teams can keep pipeline lists and boards current without manually reloading the page.
Updated Communication manual: The Communications section of the user manual has been revised to focus on direct messaging. Outdated setup items for external mail servers, alias domains, and mail server duplication were removed, making the documentation clearer for users.
Updated Communication guide: The communication guide has been streamlined by removing outdated mail server setup instructions, so it now focuses on direct messages and public or private channels.
Added General settings documentation: The Zelo user manual now includes a General Settings guide explaining how to configure outgoing and incoming mail servers, alias domains, and activity types.
Added Activity setup visuals: Zelo now includes helpful screenshots in the activity configuration steps, making it easier for users to see where to set up activity types, fill in the new activity form, and save the activity.
Added General settings guide: Zelo now includes a step-by-step guide for general settings, covering how to enable external mail servers, configure outgoing and incoming mail servers, manage email alias domains, and create or edit activity types.
Added Email configuration guide: The General Settings guide now includes visual steps for enabling external mail servers, entering the mail alias domain, and duplicating an outgoing mail server
Updated General settings: Background setup checks were streamlined by removing an unused validation helper. This keeps the General Settings area leaner without changing what you can do in Zelo.
Improved Email account setup: Incoming mail server accounts can now be configured, duplicated, and removed more reliably, helping email integrations connect correctly with fewer setup issues.
Added Centralized test data: Automated validation runs now load sample data from one shared source, making test setup more consistent. This helps Zelo quality checks run with the same expected records each time.
Improved Module update reporting: Zelo now shows clearer status messages when refreshing add-on modules, making it easier to see whether a module is current, being tested, or ready to commit
Compatibility Core platform: Zelo is now aligned with the latest core build, helping all modules stay compatible and continue to work reliably
Updated Website features: The website components have been refreshed to the latest version, bringing current enhancements and stability improvements to Zelo’s website capabilities
Updated Reporting engine: The reporting engine has been updated to the latest supported version, keeping report generation reliable and compatible with recent Zelo updates
Updated PPTS integration: The PPTS integration module has been refreshed to the latest supported version, helping keep data exchange and workflow behavior aligned with the current Zelo platform. This update maintains reliable compatibility while preserving the existing user experience.
Updated Web interface: The underlying web interface components were refreshed to the latest supported release, helping keep Zelo stable and compatible with current browser-based workflows
Updated Stock logistics workflow: The stock logistics workflow module has been refreshed to the latest version, helping inventory and logistics processes run more reliably in Zelo
Updated Social features: The social features in Zelo have been refreshed to include the latest official enhancements and corrections, helping social feeds, posts, and discussion threads behave more consistently across the system
Updated System support components: Zelo’s underlying server maintenance utilities were updated to the latest version, helping keep administrative and integration-related features stable and reliable.
Updated Project management: Project workflows and related project features now run on the latest supported project components. This brings recent usability fixes and compatibility improvements to Zelo.
Updated Contact records: Partner and contact information now uses the latest stable contact management updates. Customer and vendor details should stay more accurate and consistent across Zelo.
Updated Module updates: The internal module update process now recognizes the current set of Zelo add-ons, including newly included components. Administrators can refresh available modules more consistently with fewer manual steps.
Updated Sales and CRM: The sales pipeline and customer management area now uses a refreshed CRM component set, keeping leads, opportunities, and customer records aligned with the latest platform behavior
Updated Financial reporting: The accounting financial reporting module has been refreshed to the latest stable version, helping balance sheets, profit and loss statements, and other financial reports run more reliably.
Updated E-invoicing integration: The e-invoicing connector has been refreshed to align with the latest Niboo release. This helps Zelo keep invoice submissions, status updates, and related data flowing more smoothly.
Updated Miscellaneous utilities: The miscellaneous add-ons bundle has been refreshed to the latest stable revision. This keeps optional utility features aligned with the current Zelo platform and helps maintain stable behavior across related workflows.
Updated Add-on components: The bundled add-on components were refreshed to the latest release, so the related Zelo features now use the newest supported version and benefit from included refinements.
Updated Background maintenance: Internal verification scripts for common workflows were cleaned up, keeping automated checks for user password changes and outgoing email settings stable and reliable.
Added Activity types and email server management: Zelo now supports setting up activity types and managing email server connections. You can create or edit activity types and configure outgoing SMTP, incoming, and external mail servers, including domain aliases and duplicate or remove server options.
Added Activity type settings: You can now manage activity types from General Settings, including creating new types and editing existing ones. Each type can be configured with a clear name, follow-up days, and a related activity category to support task planning.
Improved Mail server administration: Deleting and duplicating mail servers now works more reliably in Zelo. The confirmation step is handled correctly when removing incoming or outgoing mail servers, and duplication targets the right incoming server, making mail configuration smoother for administrators.
Added Email server testing: Zelo now includes an extra test SMTP server entry, making it easier to verify outgoing email configurations without affecting live mail delivery.
Updated Communications manual: The communications manual now explains how to enable external mail servers, set the alias domain, and duplicate or remove mail server configurations when managing email settings
Updated User duplication documentation: The illustrated manual and step-by-step guide now explain how to duplicate an existing user, including where to find the Action button and how to copy a user’s profile and settings.
Updated Email server guide: The communications manual now explains how to enable external mail servers and manage outgoing and incoming email servers. You can follow step-by-step instructions to duplicate or remove a mail server and configure the domain used for email aliases.
Updated Italian translations: The Italian user interface now includes more complete and corrected translations for accounting and asset management screens. Labels, search filters, and form fields display in Italian, making these areas easier to read and use.
Updated Communication and user setup: The guidance for creating and managing public or private chat channels, adding users, and handling email actions in Zelo has been refreshed for clearer, more consistent steps. This helps teams set up communications and user accounts with less confusion.
Added Automated sign-out: Browser automation can now end an active user session before switching to another account, improving session handling in multi-user workflows
Fixed User sign-out: Zelo now correctly ends the active user session before a new user signs in, avoiding unexpected access to another user’s workspace and improving session security
Fixed Logout option: The logout menu item now works reliably, allowing users to end their session without unexpected failures.
Added Italian and US English translations: Zelo now supports Italian and US English localization, allowing users to display menus, standard messages, report labels, and common documents in their preferred language for a more familiar experience.
Fixed Main menu access: Opening main navigation sections such as Contacts, Sales, Accounting, Purchases, Projects, and Inventory now works more reliably from the application drawer, reducing unexpected navigation failures.
Added Silent Material theme: Zelo now includes a new Silent Material visual theme for the workspace. It refreshes the look of menus, sidebars, and data screens, helping teams use a cleaner, more modern interface.
Fixed Module path configuration: Zelo now points to the correct backend theme module location, so the related interface components load reliably and customers no longer encounter missing theme-related content.
Updated Release contents: An unnecessary reference file that was included by mistake has been removed. This does not affect any Zelo features or settings; it only keeps the release package cleaner and easier to maintain.
Added Visual theme: Zelo now includes an updated backend visual theme. This gives users a refreshed look for the main workspace while keeping familiar menus and actions in place.
Removed Mobile backend theme: The separate mobile backend theme is no longer available. Users will now use the standard Zelo interface for a consistent look and behavior on desktop and mobile screens.
Updated Automated browser checks: Internal browser test utilities have been tidied to follow consistent coding standards. This helps keep automated checks for browser-based Zelo workflows running more smoothly.
Added Chat channel checks: Zelo now includes additional automated checks for chat channels. These checks help ensure messaging and channel settings are configured correctly and behave as expected.
Updated Channel and chat automation: The guided steps for creating public channels, category-restricted channels, and replying to direct messages now follow the current Communications layout, so users can complete these chat and channel tasks in Zelo without the walkthrough pointing to outdated screen elements
Updated Core platform: Zelo has been refreshed to a newer core platform build, helping keep the system stable and ready for future enhancements
Updated Automated testing: The internal test runner was cleaned up to load only the automation modules it needs, helping keep future quality checks more stable and easier to maintain
Improved Setup validation: The automated setup check now passes through user creation. This confirms that new users can be created correctly before later setup steps are evaluated.
Fixed Email processing: Zelo now correctly retrieves the next unread message from a connected mailbox, so incoming emails are imported and processed without interruption.
Added Italian language support: Zelo now includes an Italian translation foundation for many modules, allowing Italian text to be managed and displayed across menus, fields, reports, and standard system messages
Fixed Password reset: Users who reset their password through a secure link are no longer prompted for another login immediately after saving, so the reset flow completes cleanly and they can sign in with the new password
Fixed Password reset email retrieval: Password reset links are now found in the latest reset email even if the email has already been marked as read. This prevents password recovery from failing when another client has opened the message.
Fixed Email message retrieval: Zelo now uses the correct internal routine when fetching the next unread email, helping automated email processing run more reliably
Improved Email delivery checks: Zelo now waits up to 10 seconds for a newly sent email to arrive before reporting it as missing. This makes email-related checks more reliable when message delivery takes a moment.
Fixed Documentation playback: Background documentation now tracks active actions more accurately, preventing lost context when steps are repeated. This makes automated documentation runs more reliable and easier to follow.
Fixed Automated test setup: Automated test runs now handle internal execution logs correctly, reducing unexpected failures when preparing test users and email settings
Updated Setup automation: The automated setup now uses a simplified sequence, skipping optional company and administrator steps. It updates the predefined user’s password before continuing with the remaining setup tasks.
Updated Internal automation: Zelo’s automated browser workflows for communication channels were tidied for consistent formatting, preserving existing behavior while making future maintenance and testing more reliable.
Fixed Email account reliability: Zelo now reads incoming email correctly for configured mail accounts, including messages with encoded text and attachments. This makes automated email-based actions and password reset link retrieval work more reliably.
Fixed Automated actions: Automated browser workflows now wait briefly after typing a value before pressing Enter. This reduces rare timing issues where the confirmation could occur before the entered value is ready, making automated tasks more reliable.
Updated Automated setup: The initial setup process now adds the email domain alias before configuring incoming mail and no longer provisions several default user and mail accounts, keeping the setup focused on the accounts actually needed for the environment
Added Email alias domain: You can now update the email alias domain in Zelo’s general settings. Incoming messages addressed to that domain can be recognized and routed to the correct Zelo records.
Added Dropdown selection: Zelo can now choose values from dropdown fields during automated browser actions, making form completions with selectable lists more reliable and easier to document
Updated User setup automation: The automated account setup flow now includes the password reset login step and uses the updated login alias creation routine, ensuring new users are fully configured and ready to sign in.
Fixed Incoming mail server setup: Creating an incoming mail account now more reliably applies the IMAP server type. The setup flow rechecks the selected server type before filling in the server, user, and password fields, reducing incomplete mail server configurations.
Fixed User creation: Saving new user aliases and access permissions now works more reliably, so administrators can finish user setup without unexpected save failures
Improved Theme appearance: Zelo now uses a more consistent color scheme, making primary actions, icons, and required-field indicators easier to see across forms and dashboards
Fixed Original color scheme: Required input fields now display the correct red highlight in the default theme, making it easier to identify mandatory information before saving. This improves consistency across Zelo forms and helps customers complete records more accurately.
Added Italian language support: Italian users can now see Zelo menus, buttons, and common messages in Italian across core areas such as accounting, contacts, and sales. This makes the interface easier to read for Italian-speaking teams.
Updated Automated test setup: Zelo’s automated test setup now skips unsupported user and chat actions. This makes test data preparation more reliable and reduces interruptions during setup.
Updated Category chat channels: Private chat channels are now created with the correct category channel details, and joining or leaving a category channel now uses the intended channel, making category communications more reliable and easier to manage.
Updated Channel naming: A sample channel entry was renamed to better match its intended use. The displayed channel name and existing channel settings remain unchanged, so no customer action is needed.
Updated Channels and chat: Channel and chat actions now follow the latest Zelo channel interface. Creating, joining, and removing public or private channels uses the current setup and confirmation steps, making these workflows more reliable.
Updated Channel descriptions: Sample channel records now include a short description. This makes it easier to understand the purpose of each channel in Zelo.
Fixed User alias creation: User aliases are now created reliably during initial account setup. This ensures administrator and standard user profiles receive the correct login aliases without missing values.
Fixed User email alias creation: The user creation flow now correctly handles the email alias step, so new users receive the expected mail alias without manual correction. This helps ensure notifications and account-related messages are delivered to the right person.
Updated Backend theme: Zelo’s interface now uses a darker blue accent color, giving buttons, links, and highlighted areas a more subdued appearance. This update applies across the backend screens for a more consistent visual experience.
Fixed Browser automation: Automated browser interactions now use the standard click method instead of a complex press-and-hold sequence. This makes browser-based automation in Zelo more stable and less likely to fail when clicking on screens or controls.
Fixed User creation: The automated user creation flow now completes the save step correctly, so newly created users are stored and available in Zelo without missing details
Février 2018
Compatibility Direct messaging in chat: Opening direct chats, composing messages, and sending replies now work with the current chat layout. Users can search for contacts and exchange direct messages without interruption.
Improved Automated testing: Zelo’s automated test runner now prepares its test scenarios in a more consistent way. This helps keep background quality checks stable and less error-prone.
Added Dropdown entry: You can now type a value in a dropdown field and press Enter to confirm the selection. This improves reliability when working with long or overlapping dropdown menus in browser-based Zelo screens.
Compatibility Channel and chat setup: Channel creation and member management now work with the updated channel and chat interface. Users can set up public, private, or category-based channels, add members, and save changes successfully.
Compatibility User creation: The automated user setup flow now works with the current Zelo interface, covering saving user details, assigning email aliases, changing passwords, and configuring access permissions.
Updated User setup guide: The new-user manual now gives clearer instructions for setting a user’s password, explaining that the password-change option is available from the user’s action menu after the user is saved.
Fixed Email setup: Incoming email server setup now completes correctly. The IMAP server type is applied properly, and the system can check for unread messages without failing.
Removed Incoming email setup: Zelo no longer automatically configures a previously included incoming mail account, so mail server setup is limited to the intended accounts.
Compatibility Platform foundation update: Zelo has been aligned with the latest supported base platform, helping maintain stable access to core ERP workflows and reducing compatibility issues.
Compatibility User creation: User creation now works correctly with the updated Zelo interface, so users can create accounts and configure email aliases without interruptions
Updated Platform update: The core Zelo platform was refreshed to a newer version. This helps keep the system stable, secure, and ready for future module improvements.
Fixed Web interface: The core web platform now includes a correction to its automated browser testing, which helps catch and prevent issues in Zelo’s web screens and actions. As a result, the standard browser experience should feel more stable after updates.
Fixed Email server settings: The incoming and outgoing mail server screens in Zelo now work correctly with the updated interface. Customers can open, test, and save SMTP/IMAP server settings without unexpected navigation errors.
Improved Installation reliability: The setup process now makes additional, spaced attempts to start the web server, helping Zelo come online more reliably after installation or updates
Fixed Company setup automation: The automated company configuration process now works with the updated company settings screens. It reliably enters and saves details such as company name, address, VAT, website, phone, email, and report header.
Updated Interface accent color: Zelo’s default theme now uses a brighter blue accent color, updating primary buttons, links, and highlighted interface elements for a more modern and consistent look
Fixed Backend theme installation: The backend theme now correctly includes the required interface debranding option. This prevents installation issues when applying custom company branding and keeps the Zelo interface consistent.
Updated Backend theme: Zelo’s backend theme has been refreshed for the current platform version, with updated styling and improved responsive menu behavior so the interface looks consistent and works well on both desktop and mobile screens
Fixed Web interface branding: Branding customization is now applied before the standard interface settings during profile setup, preventing setup conflicts and allowing customers to tailor the Zelo web interface reliably.
Fixed Outgoing mail server setup: The automated process for configuring Zelo’s outgoing email server now navigates to the correct settings option, making email delivery configuration more reliable
Fixed Email workflow: Email-related workflows now start reliably after correcting an incorrect internal reference that could have interrupted the process. This helps ensure email tasks complete without unexpected errors.
Fixed Guided browser workflows: Guided browser workflows for communications, user creation, and email settings now start reliably because their shared setup steps are loaded correctly. This reduces unexpected interruptions when running these guided checks in Zelo.
Updated Automated quality checks: Zelo’s automated quality checks received a small maintenance update, helping keep routine checks stable and dependable
Updated Automated data workflow: A small maintenance update was applied to the automated customer data preparation workflow. This keeps the scheduled data preparation steps consistent behind the scenes, and no action is required.
Updated Automated test setup: The browser-based setup routine now includes user creation and email workflow steps. This gives testers a more complete and consistent starting point for verifying Zelo functionality.
Added Incoming chat message example: A new visual example now shows what an incoming direct message looks like in Zelo Chat. This helps users recognize the correct conversation before replying.
Updated Company information guide: The company information guide now explains more clearly how to open the company details screen from Settings and which fields can be completed. This helps users configure their business profile, including contact details, VAT, and logo, with less confusion.
Updated User setup guide: The documentation for creating and configuring users now presents the workflow more clearly. It covers required profile details, active status, access permissions, and preferences such as language, timezone, email notifications, aliases, and signature.
Added User profile password guide: A new visual reference has been added to the user setup instructions, showing the password entry buttons on the profile page. This helps users quickly locate the password change option when creating or managing a user.
Fixed Email sending: Automated emails now send more reliably because the flow no longer tries to toggle an optional notification control before sending.
Improved Automated quality checks: The automated test runner now includes the previously disabled email and chat verification steps, so Zelo can validate messaging, notifications, and account setup more thoroughly before release
Added Contact email sending: You can now send an email directly from a contact in Zelo. The new flow opens a message composer where you can enter a subject and message, optionally alert people who follow the contact, and send the email.
Updated Background automation: Minor cleanup of the automation used to check contact, user, and email setup workflows keeps Zelo’s testing tools tidy. This small maintenance change helps ensure those checks stay reliable without changing visible features.
Added User creation documentation: A new visual reference now shows the password setup screen used when a newly created user logs in for the first time, helping teams confirm the onboarding step is displayed correctly.
Updated New user guide: The user onboarding documentation now explains how to configure a user alias and what it is used for. It also includes a clearer section on resetting a password from the email link, making first-time setup easier.
Added User onboarding guide: The step-by-step guide for creating a new user now includes a link to the password setup option, so users can receive a secure link and set their first password themselves
Updated Step-by-step guide: The main navigation guide now includes links to the Inventory and Communications sections, making it easier to find instructions for those areas
Removed Internal documentation: An unused documentation note was removed from the system. This change does not affect how Zelo works or what you can do.
Improved Email automation: Removed an unused internal email sending step from the email workflow. This keeps communications processing leaner and helps email actions run more reliably.
Improved User account creation: The new user setup flow now shows clearer step titles and includes a brief pause while selecting the user associated with an alias. This makes the account creation process easier to follow and less likely to be interrupted in Zelo.
Added Email accounts: New customer, supplier, sales, and info inboxes are now available for the Zelo email domain, and unrecognized domain mail is routed to the info inbox. Existing user mailboxes also use the correct account credentials, so messages are delivered and authenticated reliably.
Improved Web server restart reliability: Zelo now retries restarting the web server several times with a short delay before reporting a failure. This helps temporary service hiccups recover automatically, reducing unnecessary setup or update failures and keeping Zelo available more consistently.
Fixed Sale order discounts: Global percentage discounts are now applied to the untaxed amount instead of the order total. This makes discount calculations more accurate by excluding taxes before applying the discount.
Removed Legacy component: Zelo no longer includes a retired application component, so the platform depends only on current, supported functionality. This makes the system simpler to maintain and less prone to conflicts.
Removed Project templates: The older project template feature has been removed because it is replaced by the newer project template functionality. Reusable project structures can still be created, maintained, and applied to new projects from the updated project template screens.
Updated Module configuration: Removed unused module references from Zelo’s module loading configuration, so only actively used modules are considered during startup. This keeps the system setup cleaner and helps module loading stay focused on the functionality you actually use.
Removed Per-user email server routing: The unused option to assign separate incoming and outgoing email servers to individual users has been removed. Email sending and receiving will continue to use Zelo’s standard system-wide email gateway settings.
Updated Website support: The website help desk has been updated to a newer release, with improved ticket workflows, department assignment options, and built-in email templates for support interactions. This makes it easier for customers to submit requests and for support teams to organize, respond to, and track tickets.
Removed Purchase subscription cleanup: The unused purchase subscription module has been removed from Zelo, so the system no longer carries inactive purchasing subscription support. Existing purchase and subscription features continue to work as before.
Removed Project task repetition: The optional task-repetition add-on has been removed from Zelo. It previously let project tasks repeat on a schedule similar to calendar events, but it was no longer in active use. Core project task creation, assignment, and tracking continue to work as before.
Removed Project task start/stop option: Zelo no longer includes the unused project task start/stop extension, which had added task timing controls, work reports, and email notifications for completed tasks. Core project management remains unchanged, and the module list is now cleaner.
Removed Unused cost update feature: An unused feature for updating product costs from bills of materials has been removed from Zelo. This cleanup keeps the system focused and does not affect standard product costing or manufacturing workflows.
Removed Email recipient visibility: The unused option to view message recipients in discussion threads has been removed. Zelo now relies on the standard email and message details already shown in document discussions.
Removed Report templates: Zelo no longer includes unused professional report layouts for invoices, delivery slips, purchase documents, and sales orders. Obsolete report style options are cleaned up, so company report settings now point only to supported templates.
Fixed Application module loading: Zelo now loads the correct collection of application modules for the current release. Previously unavailable features, such as sales approvals, dashboards, employee check-in/out, and company accounting setup import, load correctly. This makes the system start more reliably and ensures users have access to the intended tools.
Added Project templates: You can now save a project as a reusable template and create new projects from it. Zelo copies the template’s setup, including task stages such as New and In Progress, so teams can start similar projects faster with a consistent workflow.
Added Browser voice calling: You can now make and receive voice calls directly in Zelo using your browser’s built-in WebRTC audio support, with contact-based dialing, call history, and customizable ringtone and notification settings. Administrators can configure VoIP accounts, call templates, and user access to keep calling workflows organized.
Fixed Sales double approval: The double approval option for sales orders is now recognized and available in Zelo, so you can configure and use the required approval flow without the feature being missing
Added Sales order approval: Zelo now supports two-level approval for sales orders, letting administrators set a monetary threshold in sales configuration. Orders above that threshold require manager approval before confirmation, giving finance and sales teams better control over high-value sales.
Added Website theme: A new website theme is now available with shared design elements and a ready-to-use Google Maps snippet, letting you style public pages consistently and embed interactive location maps on customer-facing pages.
Updated Business website theme: The business theme has been refreshed with updated visuals, color choices, and homepage components. This gives your public website a more polished look and makes it easier to showcase products or services with the latest layout options.
Updated Sales commissions for external partners: Sales commission tracking for external partners has been updated. Commission calculations are now aligned more closely with sales orders, invoices, and payments, and the related settings and reports are clearer in Zelo. This makes it easier to review and approve partner commissions without manual follow-up.
Compatibility Sale global discounts: The global discount feature for sales orders is now compatible with the latest Zelo version. Teams can still apply fixed-amount or percentage-based discounts to the total order value, with updated settings and reliable order calculations.
Updated Sales approval workflow: The sales double validation approval workflow has been updated to work smoothly with the latest Zelo sales features. Sales order approval settings and order screens have been refreshed, so teams can route quotes and orders through review steps more consistently.
Updated Professional document templates: The professional document templates used for printing or exporting invoices, delivery notes, purchase and sales orders, and stock documents have been refreshed. Users can now generate PDFs with updated layouts, consistent branding, and translated labels across supported languages.
Updated Chart of Accounts import: The account chart Excel import has been updated to process spreadsheet rows more consistently, helping account codes, account types, taxes, tags, companies, and currencies import correctly
Updated Employee check-in/out: Employee attendance tracking has been refreshed with a dedicated check-in/out action and updated employee settings. Managers can now record attendance more easily and review weekly hours in a clearer report.
Updated Dashboard: The Dashboard module has been updated to version 11, with refreshed configuration, access rules, and display logic. This helps ensure your business overviews remain reliable and consistent in Zelo.
Updated Barcode product entry: The barcode product entry flow for sales and purchase orders has been refreshed to align with Zelo’s current sales management capabilities, so users can scan or type a barcode or internal reference to add products directly in order documents
Updated Automated testing: The automated testing process now uses the current Python version, helping ensure Zelo features remain reliable after updates. This supports smoother day-to-day use of the system.
Updated Browser automation: Zelo now includes an updated browser automation component that helps keep automated web interactions reliable. This improves stability for browser-based workflows and related checks.
Fixed Standard setup: The default Zelo profile now includes the missing automation module, so new workspaces can use scheduled and rule-based automations without manually enabling extra modules
Added Campaign tracking icon: New Zelo profiles now include the UTM tracking icon. This gives users a quick visual cue for campaign tracking parameters in supported records.
Added Campaign tracking icon: The UTM icon module is now available in Zelo, enabling campaign-related indicators to appear in supported views
Compatibility Core platform update: The underlying application framework has been refreshed to a newer supported release, helping Zelo run more reliably and stay compatible with the latest system-level changes.
Updated Company data validation: The background process that checks company profile details was refined, making company setup validation more stable and easier to maintain
Updated Default module profile: The standard list of modules included in a default Zelo profile has been refreshed. This ensures new environments ship with the current core and web modules while removing entries that are no longer needed.
Improved System stability: Zelo now skips optional add-on packages that cannot load properly, reducing startup errors and unexpected missing features. Core ERP workflows and supported modules remain available, giving users a more reliable workspace.
Fixed Upgrade validation: Upgrade checks now reference the correct starting version, helping ensure that Zelo updates apply smoothly and that existing records and settings carry over without unexpected issues
Fixed Module location configuration: Zelo now correctly identifies all module and translation locations because the location list is properly separated. This helps available features and translations load reliably.
Updated Background automation: Automated browser checks were lightly refreshed to keep test runs consistent and easier to maintain
Fixed Module catalog: The full set of Zelo modules is visible again because the standard module locations have been restored. Users can now find and enable accounting, sales, inventory, project, reporting, and website features that were temporarily missing from the app menu.
Improved Update safety: Zelo now runs automatic quality checks before applying module updates, helping prevent unstable changes from reaching your environment
Updated Contracts: The contracts module has been updated to the latest available version, bringing recent fixes and enhancements to recurring terms, statuses, and related workflows. This should make contract management more reliable while keeping your existing setup unchanged.
Updated Website features: The website-related components have been refreshed to include the latest internal updates, helping Zelo’s public pages and website tools stay stable and compatible.
Updated Contributions: The contributions feature has been updated to the latest supported version, ensuring smoother operation and better alignment with the current Zelo environment
Updated Reporting engine: The reporting engine has been refreshed to a newer version, helping reports generate more reliably and keeping reporting features aligned with the latest Zelo improvements
Updated Presentation integration: The built-in presentation add-on has been updated to the latest supported version, improving compatibility and stability when creating or managing presentation-related records in Zelo
Updated Application components: The latest updates to Zelo’s shared application components are now included, bringing recent fixes and enhancements to the modules that depend on them
Updated Web interface: Zelo’s web experience has been refreshed with a newer version of its core interface components, helping keep screens consistent and stable across the ERP
Updated Stock logistics workflow: The stock logistics workflow has been refreshed with the latest upstream improvements, helping pick, pack, and shipping operations stay current and stable.
Updated Social collaboration: The built-in social features have been updated to the latest stable release, improving message feeds, discussions, and activity tracking across Zelo
Updated Server tooling: The underlying server-side utilities have been refreshed. This helps keep Zelo running smoothly with the latest supported components and maintenance fixes.
Updated Project management: The project-related features have been refreshed to the latest release. This brings stability improvements and bug fixes to tasks, planning, and project workflows.
Updated Contact management: The partner and contact area of Zelo has been updated to the latest supported version. This keeps customer and vendor contact records working consistently with the rest of the system.
Updated Italian localization: The Italian localization components have been refreshed to the latest release, helping Italian customers keep their tax, invoicing, and compliance settings aligned with current requirements.
Updated CRM add-ons: The CRM component suite has been refreshed to the latest stable version, bringing recent refinements to lead, opportunity, and customer pipeline workflows.
Updated Payment processing: Zelo’s payment processing component has been refreshed to keep account payments reliable and aligned with current functionality. This helps payment entries process consistently and supports the latest payment-related capabilities.
Updated Invoicing module: The invoicing module has been updated to the latest stable release, improving reliability for invoice creation, validation, and accounting synchronization.
Updated Financial reporting: The financial reporting tools have been refreshed with the latest updates. This helps balance sheets and other accounting reports stay accurate and reliable.
Updated Analytical accounting: The analytical accounting feature has been refreshed to the latest available version. This keeps account analysis, cost tracking, and related reports aligned with recent Zelo improvements.
Updated Niboo integration: The Niboo integration has been updated to a newer community version. This improves compatibility with current Zelo workflows and helps keep Niboo data exchanges more stable.
Updated Miscellaneous add-ons: The optional add-on collection has been refreshed to the latest version, keeping Zelo’s auxiliary features current and working consistently with the rest of the platform
Updated Mail add-ons: The messaging add-ons have been refreshed to the latest supported version, bringing small reliability and compatibility improvements to email, chat, and notification features. This helps ensure those tools continue to work smoothly across Zelo.
Updated Supporting add-ons: Zelo now includes the latest supported add-on components, keeping existing extensions aligned with the current platform and helping them continue to work as expected
Updated Access add-ons: The access control add-on package was updated to a newer compatible version. This helps ensure user permissions, role-based restrictions, and related access features continue to work reliably across Zelo.
Updated Development tooling: The internal update routine now points to the current Zelo release components. This helps development teams refresh and validate the latest module set with less manual effort.
Updated Quality testing: We refined an internal testing utility to follow consistent formatting standards. This helps keep automated quality checks reliable and supports stable behavior across Zelo.
Updated Automated test setup: Test setup steps now focus on supported workflows while features still being ported are temporarily skipped, helping automated runs stay stable and consistent
Improved PDF document support: PDF-related processing in Zelo now uses a system-managed library, making installations more consistent and reliable. This helps PDF features such as document generation and processing work smoothly across your Zelo environment.
Compatibility Core platform update: Zelo has been updated to the latest supported platform version, aligning its module structure, dependencies, and installation process for smoother upgrades and future feature releases
Improved Upgrade testing: Upgrade tests now check against a stable prior version instead of the latest released version. This makes upgrade validation more consistent and repeatable.
Updated Italian interface label: The Italian label for the alias contact security setting now reads “Riceve da” in CRM, recruitment, messaging, maintenance, and project areas, making the option clearer for Italian users
Improved Web access limits: Zelo now allows much higher request and connection limits, so busy periods are less likely to cause artificial throttling or failed requests. This makes Zelo more responsive when many users or automated processes access it at the same time.
Improved System maintenance: The internal maintenance routine now runs a more thorough optimization and removes older temporary images, helping keep Zelo updates smoother and storage usage more efficient
Updated Database configuration: The database settings used by Zelo have been retuned to use more balanced connection and memory limits, helping keep the system stable and responsive for everyday use
Added Link Tracker icon: The Link Tracker menu now shows a recognizable icon in Zelo, making it easier to spot in the application menu. This small visual improvement helps users find the link-tracking tools more quickly.
Updated Italian localization: The Zelo interface now displays more complete Italian text across accounting, sales, purchasing, contracts, HR, reports, and website features. Menu labels, report fields, and system messages have been added or refined so Italian-speaking users see clearer, more consistent wording.
Updated Report generation: The report generation component has been refreshed to the latest stable version. This helps keep reports, printed documents, and exported data consistent with current Zelo business data and layout settings.
Updated Supporting add-on: A supporting add-on in Zelo was refreshed to a newer version, improving stability and compatibility with related business workflows.
Updated Web interface: The underlying web interface components were refreshed to a newer release, improving stability and day-to-day usability across Zelo screens
Updated Social activity features: The social collaboration components have been refreshed to the latest supported version, helping activity feeds and social posts work more reliably across Zelo.
Updated Server utilities: Zelo’s background server support components have been updated to improve reliability and maintainability. This helps keep automated processes and internal services running smoothly across the system.
Updated Project management: Zelo’s project-related features have been refreshed with the latest maintenance updates, helping project records, task tracking, and project workflows stay current and consistent.
Updated Partner and contact management: Partner and contact records now use the latest partner-contact enhancements, keeping contact details, addresses, and related fields consistent across Zelo.
Updated CRM components: The CRM feature set has been upgraded to the latest stable release, bringing recent bug fixes and usability improvements to customer and sales workflows.
Updated Temporary snapshot retention: Temporary documentation and database snapshot files generated during system maintenance now expire after one week instead of four, helping keep storage tidy by removing older temporary copies automatically.
Updated Invoicing: The invoicing module has been updated to the latest stable release, bringing recent enhancements and fixes to invoice creation, validation, and accounting synchronization
Updated Analytic accounting: The analytic accounting support has been refreshed to stay aligned with the latest Zelo platform releases, helping cost and revenue tracking by project, product, or department remain accurate and stable
Updated Utility features: Zelo now includes the latest set of small utility enhancements. This keeps supporting tools current without changing your main workflows.
Updated Extension bundle: A collection of Zelo add-ons was refreshed to keep module compatibility current. This helps integrations and related features continue working smoothly.
Removed Unused mail relay dependency: Zelo setup no longer installs an unnecessary mail relay package, keeping Linux-based installations cleaner and reducing maintenance overhead
Improved Test environment setup: Zelo’s automated test environment now reuses a prebuilt base more efficiently. This reduces redundant setup steps and helps QA runs start faster.
Updated Container installation: The Zelo container now stops background services after installation, leaving the environment in a clean and predictable state for deployment
Improved System setup: Zelo now preloads the core setup components when preparing your environment, so initial setup and updates complete faster with less waiting.
Fixed Website add-ons: The website add-ons component now uses a corrected release, reducing the chance of mismatched website features or loading problems. This helps Zelo keep website pages, themes, and related add-on capabilities working consistently.
Fixed Contract management: Contract records now use the correct supporting version, so creating, renewing, and archiving customer or vendor contracts works more reliably. This helps teams manage recurring billing and contract terms without unexpected errors.
Updated Core platform: Zelo’s underlying platform foundation has been updated to the latest stable version. This refresh helps maintain stability, security, and compatibility as Zelo continues to evolve.
Added Contract management: Zelo now includes expanded contract-related capabilities, helping teams create, track, and manage customer and vendor contracts with clearer terms, dates, and linked records. This makes it easier to keep agreements aligned with partners, billing, and day-to-day operations.
Added Website add-ons: Zelo now includes an additional library of website-related modules, giving administrators more online features for company websites. These components are available in Zelo’s module list for installation when your team needs extended website capabilities.
Improved Automated testing: Zelo’s quality checks now run in a leaner containerized environment, so validation steps are faster and more consistent. This helps catch problems earlier and supports more reliable updates.
Improved Setup logs: System setup and test preparation commands now show fewer detailed progress messages, making installation and local environment setup easier to follow while still completing the same configuration steps
Improved Database backup: Database backups are now checked after download to confirm the archive is valid. This helps prevent incomplete or corrupted backup files from being treated as successful.
Fixed Build process: Zelo now always executes the main build task during updates, avoiding skipped changes caused by a conflicting local file
Fixed Configuration saving: Errors that occur while saving configuration files are now forwarded properly, so Zelo shows a clearer message if a change cannot be saved and you can address the issue faster
Fixed Container cleanup: Temporary containers used by automated maintenance tasks are now removed automatically when they finish. This prevents leftover containers from accumulating and makes routine runs cleaner.
Fixed Browser startup: Zelo now gives the background browser more time to start before timing out, making browser-dependent actions more reliable on slower systems
Fixed Documentation generation: The automated process for creating the Zelo user manual and saving database snapshots now runs reliably, ensuring accurate documentation and backup copies are produced when needed
Fixed Database management: Duplicate database entries no longer appear in the database manager. This keeps the environment list cleaner and helps users select the correct database with confidence.
Fixed Automated quality checks: Required setup and test steps now stop the check when they fail, so Zelo updates are validated more reliably instead of continuing past a missing prerequisite
Improved Browser-based report rendering: Zelo now waits more reliably for pages to finish loading by also checking that the page content has stopped changing, reducing failed PDF exports and browser-assisted reports on slower connections
Updated Container build process: Zelo container images are now built without outdated setup commands, making container deployments cleaner and more reliable
Updated Database setup: New Zelo databases now use a clearer default super administrator password, making initial installation credentials easier to recognize. Existing databases are not changed, so administrators should still replace it with a strong password after first sign-in.
Improved Automated testing: Zelo’s internal test environment is now prepared more efficiently, so quality checks run faster and help deliver updates with quicker confidence.
Improved Test environment setup: Zelo test environments now start and stop supporting services such as database, web, and mail in a more consistent way, reducing interruptions during test runs. This makes test builds and restarts more predictable, so users can verify changes without manual service cleanup.
Improved Module installation: Zelo now retries module installation automatically when a temporary timeout occurs, making setup and updates more reliable. Modules should install more consistently during initial configuration or maintenance.
Updated Default administrator password: The default password for the main administrator account is now superadmin instead of admin. Fresh installations use this updated credential for first login, and it should be changed immediately after setup.
Improved Documentation artifacts: Generated documentation and database snapshot files now have more reliable file permissions. This makes them easier to access, download, and use without manual fixes.
Fixed Browser automation runner: The browser automation runner now launches reliably by excluding unavailable test scenarios, preventing interruptions during automated checks
Updated Automated test runs: Unstable automated browser test scenarios are temporarily paused so standard test runs complete without interruptions. We are fixing the affected steps and will re-enable them once they are reliable.
Fixed Automated documentation generation: The documentation generator now safely handles output folders whose names include spaces or special characters. This prevents the final cleanup step from failing when preparing generated guides for review or publishing.
Fixed Documentation generation: Automated documentation builds now handle the output location and file permissions more safely, reducing the chance of failed runs and making it easier to keep Zelo documentation up to date
Fixed Documentation exports: Documentation artifacts are now generated with correct file permissions, so exported manuals and screenshots are reliably accessible after the generation process completes
Updated Italian language: Italian translations have been refreshed across core, messaging, and marketing areas. Menus, message actions, email templates, and common interface labels now read more naturally in Zelo.
Fixed Database configuration: Setup errors that occur while applying module profiles, translations, or default settings are now reported clearly, so administrators can identify and resolve configuration problems faster
Added Professional report templates: You can now choose the default report style, add a PDF watermark, and customize the final page from Zelo settings, so reports match your company branding.
Removed Default configuration: The default Zelo configuration now includes a smaller, more focused set of modules, removing optional components such as contact management, calendar, and extra access controls. This helps keep the workspace cleaner and reduces unnecessary features for customers who do not need them.
Added Environment cleanup: The maintenance routine now removes unused application images that are older than 7 days, helping free up storage space and keep the environment running smoothly.
Updated Professional report templates: Purchase orders, sales orders, quotations, invoices, delivery notes, and picking lists now use refined report layouts with improved company footer details, currency formatting, and translated labels for supported languages
Updated Project files: Generated output files are now excluded from Zelo’s shared project workspace, helping keep updates cleaner and preventing temporary files from being tracked accidentally
Fixed Documentation build: Documentation packaging now reliably writes generated files to the expected output folder, preventing missing or incomplete documentation artifacts
Fixed Documentation and database snapshots: The process that prepares Zelo documentation and database snapshot files now uses the correct build routine, so these artifacts are generated more reliably
Fixed Documentation and database snapshots: The background process that prepares documentation and database snapshots now runs the correct generation step. This helps ensure the expected files are created reliably and remain available for download or later use.
Fixed Automated updates: Documentation and database snapshot generation now runs in the intended environment after correcting a configuration issue
Fixed Manual generation: Automated manual and database snapshot creation now runs in a single, consistent environment, so setup and capture steps complete without shell-related interruptions
Fixed Automated quality checks: Automated browser-based verification now handles missing backup storage correctly, so Zelo release checks complete more reliably and customers can trust that tested features work as expected
Fixed Documentation and database snapshot builds: Automated builds now correctly publish their output, so the latest Zelo documentation and database snapshots are reliably available for download and support.
Added Automated documentation: Zelo can now automatically generate a fresh user manual and database snapshots during update testing. The generated materials are retained for four weeks, giving support and technical teams a reliable reference for the latest release.
Fixed Browser backup handling: Zelo’s automated browser workflow now handles database backup configuration more reliably. When a backup destination is specified, backups are prepared as expected, and when no destination is set, no backup is attempted. This reduces the chance of inconsistent behavior in automated checks.
Added Database snapshots for automated documentation: Automated documentation runs can now create database backup snapshots while browser-based steps are executed. This gives a safer, repeatable baseline for generated guides without affecting live company data.
Improved Main menu navigation: Zelo now refreshes the page after you open a main workspace, helping ensure the selected area loads consistently. This makes moving between Contacts, Sales, Accounting, Settings, Purchasing, Projects, Manufacturing, Inventory, and Communications more reliable.
Fixed Private chat channel editing: Private chat channels now open for editing reliably from the chat channel list. Users can update channel settings and manage members without the channel item failing to respond.
Fixed Private chat channels: Opening the edit view for a private channel now works reliably, and you can add members from channel settings without the chat list losing the selected channel
Fixed Automated setup routine: A small correction to the setup script now lets the automated user and channel configuration steps run without stopping early. This helps demo or test environments in Zelo initialize the expected users and chat channels more reliably.
Fixed Automated chat tasks: A broken chat channel editing step has been temporarily disabled, keeping the remaining chat automation tasks running smoothly. This prevents failed automation runs from interrupting other chat tasks.
Updated Automated browser setup: The routine that prepares a Zelo environment for automated browser sessions now configures company details, outgoing and incoming email accounts, and user profiles in a clearer sequence. This helps automated demonstrations and test setups run more consistently.
Updated Chat and user maintenance: Internal housekeeping cleaned up the step-by-step setup for chat channels and user accounts. This helps Zelo keep these communication and access-related tasks consistent and easier to maintain.
Updated Browser automation: We tidied the internal browser automation routine used for guided test scenarios, removing inactive steps and keeping the workflow consistent.
Fixed Chat channel checks: Small corrections were made to the background checks for private chat channels and incoming mail server setup. This helps ensure that channel editing, deletion, and mail account creation continue to work reliably in Zelo.
Fixed User alias details: A missing owner detail on a user alias record was added, ensuring user profile information is complete and displays correctly across Zelo
Updated Automated user setup: The automated user setup sequence in Zelo now includes a duplication step, copying an existing user profile and entering the new user’s details before continuing with channel and chat configuration.
Fixed Password reset: Password reset links now work as expected because Zelo no longer changes a user’s password before the reset link is activated. Users can now complete password recovery without being blocked by an automatic password update.
Fixed Screenshot behavior: Screenshot capture has returned to its normal default behavior, ensuring screenshots are generated reliably without temporary debug settings.
Added Sample user profile: A new sample profile was added to support duplicate validation checks. This helps verify that user records are compared correctly and reduces the chance of duplicate entries slipping through.
Added User duplication: You can now duplicate an existing user to create a new account with similar profile details, aliases, and access permissions. This makes it easier to set up new team members and complete their first login through the password reset process.
Fixed User permission setup: The guided user creation process now applies the intended access permission before saving, helping ensure new users are created with the correct rights
Fixed Automated browser workflows: Browser-based automation steps for chat channel setup and user switching now execute in the correct sequence. This helps assisted browser tasks complete reliably without unexpected pauses or skipped actions.
Improved Automated setup: The automated setup process now runs the full sequence for company configuration, email server setup, and user account preparation, so environments are ready faster with fewer manual steps
Added User duplication: You can now duplicate an existing user in Zelo from the user list actions. This makes it easier to create a new user account with the same basic setup instead of entering every detail again.
Improved Private channel editing: You can now open the settings for a private chat channel more reliably from the communications sidebar. Clicking the channel name launches the correct edit screen for that channel.
Improved Main menu navigation: Opening app areas from the main menu now works more reliably by using the application images directly, giving smoother access to Contacts, Sales, Accounting, Settings, Purchasing, Projects, Production, Inventory, and Communications.
Added User alias ownership: User aliases can now include a dedicated owner, so alias-related messages and records are clearly tied to the responsible person. This helps teams route and manage alias communications more accurately while keeping user records consistent.
Fixed User alias and password setup: User alias creation and initial password assignment now complete reliably, so new Zelo users can be set up with the correct alias and login password without manual fixes
Fixed User account setup: The first-time password confirmation step now completes more reliably. Zelo waits for the confirmation screen to be ready before proceeding, reducing interrupted user creation flows.
Improved Chat channel editing: Opening a chat channel for editing now identifies the selected channel more reliably in the chat list. This helps the edit action work consistently when channel names are displayed.
Improved Automated user setup: The automated setup routine now follows a clearer step order, making it easier to prepare user accounts, set passwords, and organize chat channels in Zelo
Fixed Italian translation: The Italian label for leaving live chat and messaging channels now shows as “Esci” instead of the incorrect “Permesso”, making the action clearer for Italian users.
Fixed Database deletion: Deleting a database in Zelo no longer triggers an internal server error, allowing administrators to remove an unwanted database more reliably.
Improved Language translations: Zelo’s database setup now processes translation files more cleanly. This helps translated labels and messages load consistently across the system.
Improved Language translation updates: Zelo now loads all available translations for a language in a single step during database updates, making the process faster and more consistent. This helps ensure translated menus, labels, and messages are fully refreshed without processing each translation file separately.
Fixed Italian translation: The Italian interface no longer contains a duplicate translation for the sent messages label, so the menu wording displays correctly without redundant entries
Fixed Bank statement import warning: The Italian message shown when a bank statement currency does not match the journal currency now displays with the correct closing quote, giving users a clear and properly formatted warning.
Updated Email alias settings: The catch-all email alias option has been moved to a Zelo-branded add-on. This keeps incoming mail alias behavior consistent and easier to maintain across updates.
Updated Automated testing: The internal test runner now follows a clearer sequence and skips unnecessary setup steps, making test runs more predictable and easier to maintain
Fixed User onboarding automation: Automated user setup now reliably follows password-reset emails and completes first-time password assignment. This makes new-user provisioning smoother and reduces setup failures.
Improved Email server resolution: Mail server names now resolve through configured host aliases for IMAP and SMTP connections. This makes email sending and receiving more reliable when servers are referenced by alternate names.
Updated Italian translations: Several menu items and labels for app installation, access restrictions, and general settings now appear in Italian, making Zelo easier to read and use for Italian-speaking users.
Added User security management: Administrators can now reset user passwords and update user permissions from user account management, making it easier to control access and restore login access.
Fixed Test user data: Sample user records now contain the correct aliases and account numbers, so automated browser checks can use the intended demo users without mismatches
Added User password reset and permissions: Administrators can now send a secure password reset link to a user and set the user’s access permissions. This makes it easier to onboard new users and control what each person can do in Zelo.
Compatibility Core platform: Zelo’s underlying platform components have been updated to a newer supported version. This helps keep the system stable and ready for future enhancements.
Updated Application source: The application component is now pulled from a maintained source, so existing functionality remains stable while future fixes and improvements can be delivered more reliably
Added Per-user email delivery settings: Zelo now supports configuring separate SMTP email servers for individual users, letting administrators route outgoing messages according to user-specific requirements and improve email delivery control
Updated Core platform: Zelo has been updated to a newer stable core base. This refresh aligns all modules with the latest platform changes and helps improve overall stability.
Fixed Docker test database: The interactive test database now uses the host network when enabling display forwarding, so graphical windows open reliably. This resolves cases where the local Docker test environment could not connect to your desktop display.
Fixed Local test database launch: The local test database now starts reliably when the display forwarding option is selected. This fixes a small configuration typo that could prevent the environment from launching.
Fixed Local test database launch: The local test database now starts reliably when the display forwarding option is selected. This fixes a small configuration typo that could prevent the environment from launching.
Added Interactive test database: You can now start the interactive test database with X forwarding enabled, allowing graphical test windows to appear on your local desktop. This makes it easier to verify visual behavior in a sandboxed test environment.
Fixed Administrator profile editing: Profile changes now save correctly after updating the login name, so administrator account edits are no longer lost
Fixed User creation: New user entries now save automatically once the creation form is completed, so user profiles are stored reliably instead of remaining unsaved
Updated User alias setup: User alias assignment is temporarily paused during automated user creation. Users can still be created and configured, while the alias step is suspended until it is re-enabled.
Fixed Documentation screenshots: Automated documentation now captures a failure screenshot when a click or text-entry step fails. This helps support teams see the exact screen state where the issue occurred, making it easier to troubleshoot generated documentation.
Fixed User alias saving: When adding an alias to a user, the save action now applies correctly, so the alias is stored without needing a manual save
Fixed User alias creation: The save action for adding a user alias now works reliably. This ensures the correct save button is selected when configuring an alias for a user, reducing unexpected failures during user setup.
Fixed Background browser support: Automated page checks now handle browser alert messages more cleanly, helping reduce unnecessary waits when Zelo is waiting for a web page to become ready
Updated Automated company setup: The automated setup now configures mail accounts, user profiles, and chat channels in a clearer order. This helps demo and test environments start from a more consistent state.
Improved Browser page readiness: Zelo no longer adds an unnecessary delay once a browser page is ready, so browser-based checks and tasks complete more quickly. This makes automated page operations feel more responsive without changing how readiness is determined.
Fixed Automated documentation: The documentation generation process now uses the correct target address, so automated guides are created for the intended Zelo environment without misdirected pages.
Updated Quality checks: We streamlined internal automated checks for email server setup, user creation, and chat channels. This helps ensure these common workflows remain reliable in Zelo.
Added Browser alert handling: Automated browser workflows can now detect on-screen confirmation alerts and respond to them by accepting or declining. This prevents tasks from getting stuck when a page asks for confirmation, making automated actions more reliable.
Added Contacts module: The standard Zelo profile now includes contacts management, allowing teams to store and organize customer and partner information without installing extra modules
Added Email and user information: Zelo now includes additional email account and user profile details. This gives administrators more comprehensive data for verifying email synchronization and access settings.
Added User and email setup: You can now create user accounts and configure their mail settings, including incoming and outgoing mail server connections. This makes it easier for administrators to onboard team members and connect their email addresses to Zelo.
Added Mailbox accounts: New mailbox accounts are now provisioned in the mail system. Emails sent to these addresses are delivered to the correct users, and recipients can access their inboxes through the configured mail service.
Added User creation screenshots: Zelo now records extra visual checkpoints while creating a user’s email alias, giving support teams a clearer view of the form before and after the details are filled in
Updated Chat automation: The automated chat validation routine was adjusted to avoid temporary channel edits, member additions, and channel deletions, making background checks more focused and predictable.
Improved Chat and channel documentation: The documentation examples for direct messages, public channels, and private channels now include clearer screenshots and more reliable navigation steps. These updates make it easier for users to follow Zelo chat workflows, including starting messages and managing channel members.
Updated User documentation: The new user guide now includes screenshots that illustrate how to set an alias and configure password options, making user creation clearer for administrators
Updated Communications guide: The communications documentation now includes helpful screenshots for sending direct messages, creating public and private channels, adding members, and joining or leaving channels. This makes it easier to set up and use team communication in Zelo.
Updated User management guide: The step-by-step guide now includes additional instructions for creating and editing user accounts, setting user preferences, adding email aliases, configuring permissions, and changing passwords
Added Communication tools documentation: The communication guide now explains how to send direct messages and create, modify, and join public or private channels, making it easier to set up and manage team chats in Zelo
Fixed Documentation generation: Automated documentation generation now targets the correct documentation source, so generated help content is more reliable. This helps keep in-product help aligned with the latest Zelo setup.
Fixed Core stability fix: A recent core correction is now included in the main Zelo release, improving overall system stability. This update ensures customers receive the latest fixes without any additional installation steps.
Fixed Automated documentation generation: The tool that creates documentation from recorded browser sessions now prepares its temporary host alias settings correctly, helping avoid configuration issues during documentation generation
Fixed Automated documentation generation: The tool that builds documentation from recorded browser sessions now handles temporary file cleanup and command options more safely. This makes automated documentation runs more reliable and less likely to fail or leave temporary files behind.
Improved Automated documentation generation: The documentation generator now lets you specify the destination Zelo installation address when running it, so it can target the correct environment without manual configuration. It also keeps the option to show the browser window when needed, making documentation generation easier to use and troubleshoot.
Janvier 2018
Updated Web interface: The core browser interface was refreshed with the latest upstream improvements, so standard Zelo screens load and respond more consistently. Everyday actions such as opening records, filtering lists, and using dialogs now benefit from recent stability and usability fixes.
Updated Stock and logistics workflow: The stock and logistics workflow module has been refreshed, helping Zelo keep inventory movements, picking tasks, and delivery steps in sync with the latest supported behavior
Updated Social collaboration: The social collaboration tools in Zelo have been refreshed with the latest improvements, helping teams chat, discuss records, and share updates more smoothly. This update keeps the social experience consistent with recent platform enhancements and known fixes.
Updated Accounting analytics: The accounting analytics component was refreshed to the latest supported version. This helps Zelo keep cost analysis, budgets, and financial reporting consistent across accounting documents.
Added Chat channel deletion: You can now remove unused chat channels from Zelo Communications by opening the channel settings and choosing the delete action, helping teams keep their channel lists organized and easier to manage.
Updated Browser automation: The automated browser run now executes a wider set of setup steps, including company data, email servers, user accounts, and chat channels, giving a more complete end-to-end check.
Added Channel management: Zelo now supports named channels for announcements, project collections, and contests, allowing users to create and work with clearly defined communication channels in Zelo workflows
Fixed Chat channel management: Channel editing and member management now work reliably in Zelo’s messaging area. Users can open a channel, edit its settings, and add members without the interface losing track of the correct controls.
Updated Automated testing: The automated test run was refreshed to use an updated setup and verification sequence, helping ensure email, user, and chat workflows continue to work reliably
Updated Miscellaneous add-ons: The miscellaneous add-on collection has been refreshed to the latest supported version, bringing recent small improvements and fixes to the assorted helper features. This update keeps the add-ons aligned with the current Zelo environment without requiring any user action.
Updated Add-ons: The bundled add-on package has been updated to a newer version, bringing recent enhancements and fixes to related workflows in Zelo
Improved Update safety checks: Zelo now performs a more reliable verification before applying automatic updates, helping reduce the risk of incomplete or unstable changes affecting your workspace
Updated Reporting engine: The built-in reporting engine has been refreshed to a newer version. This keeps report creation and rendering aligned with current Zelo functionality and helps maintain stable report output.
Updated Supporting module: A supporting module has been refreshed to the latest version, bringing the newest fixes and behavior to the related Zelo features. This helps keep the affected functionality current and stable.
Updated App components: The bundled public app components were refreshed to the latest stable version. This update brings recent fixes and enhancements to the areas of Zelo that rely on those shared components.
Updated Web interface: Zelo’s core web interface has been refreshed with the latest interface components, providing a smoother and more reliable experience across forms and lists.
Updated System utilities: Zelo now uses the latest stable set of server-side utilities, helping ensure smoother background processes, scheduled tasks, and administrative actions.
Updated Project management: The project suite has been updated to the latest available version, bringing recent enhancements to project planning, task tracking, and reporting.
Updated Contact management: Partner and contact records now include recent contact-management improvements, helping you keep customer, vendor, and employee contact details more accurate and consistent
Updated Invoicing: The invoicing module has been refreshed with the latest upstream improvements, keeping invoice and bill processing aligned with current accounting behavior in Zelo
Updated Financial reporting: The financial reporting area in Zelo has been updated to a newer internal release, helping balance sheet and profit & loss reports work more consistently with the latest accounting features.
Updated Analytic accounting: The analytic accounting module has been refreshed to the latest supported version. Users can continue to track project costs, departmental expenses, and revenue allocations with improved compatibility.
Updated Email and messaging: The built-in email and messaging features have been refreshed to a newer release, helping keep threaded discussions, email notifications, and message rendering stable across Zelo.
Updated Add-on suite: The bundled add-on suite has been refreshed to a newer revision, helping Zelo maintain stable behavior and compatibility with the current system
Updated Zelo application components: The core Zelo application components have been refreshed to the latest stable build, bringing recent stability and usability improvements to everyday ERP workflows
Updated Access management: The latest access control components are now included, so role-based permissions and record-level security checks apply more consistently across Zelo
Improved Automated testing: Quality checks now run more efficiently by using all available processing power and automatically preparing the test environment before parallel tests. This helps us catch issues earlier and keep Zelo stable.
Updated Core platform: Zelo has been refreshed to the latest stable core version. This update helps keep all ERP modules, workflows, and integrations aligned with the current platform behavior.
Fixed Chat channel actions: Creating, joining, leaving, and managing members of communication channels now works more reliably. Zelo now identifies the correct channel in the communications area even when similar channel names or buttons are visible, reducing interrupted workflows and failed actions.
Fixed Automated testing: Corrected sample email server names in the test data so automated checks for email accounts use accurate IMAP server details
Added Email integration checks: Zelo now includes additional sample email account details for IMAP and SMTP connections, helping ensure that sending and receiving messages works reliably across multiple mailboxes
Updated Email account validation: Zelo now uses updated sample mail account details to verify incoming IMAP and outgoing SMTP connections, making email account setup checks more reliable
Improved Email notification reliability: Zelo now includes automated checks for basic email sending and receiving, covering standard mail-server communication, message retrieval, plain-text extraction, and password reset link detection. This helps ensure that notification and reset emails are delivered and processed correctly before release.
Added Chat keyboard shortcut: You can now open or focus the chat panel by pressing Ctrl+Shift+L from most Zelo screens. The shortcut gives quick access to direct messages, channels, and ongoing conversations without navigating through menus. It helps you stay connected while working across different parts of Zelo.
Updated Setup automation: The automated setup routine now runs the previously disabled steps, so it can log in, configure company details, and create the required email server records in one pass
Improved Chat channels: Direct messages and channel setup now work smoothly, letting you create public or private channels and add specific members without interruptions
Added Chat channels: Zelo now lets you create dedicated chat channels and open chat conversations directly. Teams can organize discussions by topic, project, or group and start messaging without leaving the workspace.
Fixed Communications access: The Communications section now opens reliably from the main menu after selecting the app drawer, fixing a navigation error that could prevent the module from loading
Updated Documentation generation: The automated documentation process now points to the correct environment, so generated documentation is produced from the intended system.
Fixed Email routing: Mail domain and mailbox settings have been corrected so Zelo can accept and deliver messages to the intended recipients more consistently. This reduces the chance of missed or misdirected emails.
Added Direct chat messaging: You can now send and reply to direct messages between users in Zelo. This supports quick one-to-one communication and helps teams coordinate tasks without leaving the system.
Added Email sending: You can now send email messages from Zelo’s communications area using configured email accounts, so teams can dispatch customer or internal emails directly from relevant records
Added Chat channels: Zelo Communications now supports public chat channels, so teams can create shared spaces for announcements and ongoing discussions. You can also send direct messages and reply to existing conversations from the same messaging area.
Added Direct chat: Users can now start direct conversations from the Communications area, send messages to selected contacts, and reply from the chat inbox
Added Communications access: You can now open the Communications module directly from the main application menu. This makes it easier to reach communication tools without navigating manually, helping teams manage related messages and channels more quickly.
Updated Browser test setup: Automated browser checks now start from a cleaner configuration, reducing the chance of false failures during validation
Updated User account data: User profile records have been corrected and validated to keep email addresses, login aliases, and contact details aligned across Zelo
Updated Email and user setup flow: The setup sequence for outgoing and incoming email servers and user creation has been corrected. A second incoming email account and matching user are now included before the administrator profile is finalized, so the configuration steps run in the expected order.
Fixed User email aliases: Creating or updating a user’s email alias in user preferences now saves the alias and related user details correctly, preventing incomplete user records
Updated Test user profiles: Sample user records now include a mail alias and alias number, helping automated quality checks validate account behavior more consistently. This keeps test data closer to real user setups without affecting live Zelo operations.
Added User email aliases: You can now assign an email alias to a user from the user preferences, so incoming messages sent to that alias are linked to the correct user and appear in Zelo.
Added User aliases: You can now add an alias to a user account while setting up or updating user profiles, giving each user a simple alternative identifier for easier recognition and reference in Zelo.
Updated Sample user login: The sample user’s login name now uses an email-format address, making test credentials clearer and more consistent.
Added IMAP mail server configuration: You can now configure an incoming IMAP mail server for an email account in Zelo. This allows Zelo to connect to your mail server and retrieve incoming messages using the specified connection settings.
Improved Repository cleanup: Zelo now removes outdated references to external update sources during maintenance. This helps keep updates and repository optimization smoother and more reliable.
Fixed Automated quality checks: Company and email account test records now include all required details, making validation runs more reliable
Added Email routing: Additional email domains and mailbox addresses are now supported. Incoming messages for these addresses are delivered to the correct mailboxes, and unmatched mail can be routed to a default mailbox.
Updated Contact automation: A minor cleanup in contact-related automation keeps individual and company contact flows running smoothly. Users can continue creating and editing contacts without interruption.
Updated Setup automation: Company and outgoing email setup routines were lightly refined. These adjustments help keep automated configuration in Zelo smooth and reliable.
Added Sample test data: Zelo now includes additional sample users, contact numbers, and email accounts for testing. This makes it easier to verify user records, company details, and email configuration without entering data manually.
Improved Contact records: You can now create and update individual and company contacts with more consistent details. Names, addresses, phone numbers, and email addresses are saved more reliably in Zelo.
Added Italian translation for messaging: Italian-speaking users now see the messaging area displayed in Italian, including sent messages, all messages, and related empty-state hints. This makes the messaging views easier to read and manage in Italian.
Updated Automated setup: The automated setup process now runs company data configuration, user creation, password updates, and incoming/outgoing email server setup as part of the standard routine
Improved Database setup: The database setup process now shows clear progress messages while applying PDF paper format settings and setting the default paper format to A4, helping administrators track configuration steps.
Added Outgoing email setup: Zelo now captures a screenshot of the outgoing mail server screen during automated email checks. This gives a clearer record of SMTP configuration and helps confirm that outgoing mail settings are in place before further steps are performed.
Added Email server setup: Zelo can now capture a blank outgoing mail server screen, giving admins a clear reference for entering SMTP details when configuring mail delivery
Updated Communications guide: The outgoing mail server setup instructions now include a clearer screenshot for the blank server data tab, helping users recognize the screen before entering their configuration details
Updated Step-by-step guide: The Zelo documentation now groups core workflows in a dedicated step-by-step section, including purchases, sales orders, products, contacts, CRM, projects, and user setup. This makes it easier to find guided instructions and follow common tasks from the documentation index.
Fixed Automated Docker setup: The automated Docker setup now starts the web server and monitoring service correctly during installation. This ensures Zelo’s web interface comes up reliably without manual service restarts.
Added Email setup guidance: Added screenshots to the email server configuration guide to help users more easily set up outgoing and incoming mail servers in Zelo
Added Communications guide: The Zelo manual now includes a communications section that explains how to access the messaging area and configure incoming and outgoing mail servers.
Added Communication tools guide: The illustrated guide now includes a new section for communication tools. It explains how to configure outgoing and incoming mail servers so Zelo can send and receive messages reliably.
Fixed Test database setup: Zelo’s automated test database setup now starts the required web service before configuring the test database, so test environments build more reliably
Fixed Test database environment: The test database now shuts down the web server service during cleanup, reducing the chance that leftover services affect test results
Added Default web reverse proxy: Zelo now ships with nginx configured as the default reverse proxy. Incoming web requests are handled by nginx and forwarded to Zelo on an internal port, giving a more reliable and easier-to-manage web setup.
Updated Automated setup: The automated setup routine now runs the previously inactive steps for configuring company data, creating and updating user accounts, and setting up outgoing and incoming email servers. This makes initial setup more complete and reduces manual configuration.
Updated Email account setup: Email accounts now keep separate details for incoming and outgoing mail servers, including server names, login, and password. This helps administrators configure mail connections more clearly in Zelo.
Added Incoming mail server setup: You can now configure an incoming mail server in Zelo by entering the required address, port, and credentials. This lets the system receive and process incoming email messages without manual setup outside the app.
Added User management guide: The new user guide now includes a clear outline of user setup topics, making it easier to find where to create or edit users, manage access, and configure preferences and passwords.
Added Email configuration: Zelo now lets you set up outgoing and incoming email servers, so the system can send messages through your SMTP server and retrieve incoming messages using IMAP after you save and test the connection.
Fixed Browser utilities: A small import issue in the browser helper was corrected. This reduces the chance of unexpected errors when Zelo uses browser-based automation or document previews.
Added Company data guide: The company information manual now includes a table of contents, helping users quickly find where to enter company details, who can edit them, and how to manage multiple company records.
Updated Automated documentation: The automated documentation builder now targets the correct documentation environment when generating browser-based usage guides. This helps ensure the generated guides stay aligned with the latest Zelo workflows and user screens.
Added Email data for plays: Marketing play configurations now support associated email accounts with address, password, and IMAP/SMTP server details, making email-based play scenarios easier to set up and validate
Fixed Email service connectivity: Zelo now automatically keeps the local mail server names available in containerized server environments. Incoming and outgoing email features are less likely to lose their connection after the server starts or restarts.
Added Network diagnostics: Telnet is now included in new installations, so administrators can use it to test basic network connections and check whether specific ports are reachable.
Updated Module configuration: Inactive module references were cleaned up from the Zelo module configuration, making it easier to see which modules are available and helping keep the system setup more consistent.
Removed Sent email sync: Zelo will no longer copy outgoing emails to the mail server’s Sent folder through IMAP. Normal email sending remains unchanged; only the additional server-side Sent-folder storage has been removed.
Updated Mail account setup: Zelo’s mail server configuration has been updated with revised mailbox entries and a new admin mailbox. This helps test and fallback emails route to the correct inboxes more reliably.
Fixed Browser play execution: The data-type validation used before running browser plays now works correctly, ensuring each play receives the expected kind of data. This reduces unexpected failures and makes automated play execution more reliable.
Improved Automated setup checks: Automated setup and user-management steps now verify that the expected kind of company or user data is available before proceeding, making the process more reliable and easier to understand
Updated Company configuration automation: Automated company setup now uses consistent English labels for company details such as name, address, city, ZIP code, website, phone, and VAT. This makes the configuration flow clearer and easier to maintain while filling the same company settings in Zelo.
Updated Sample validation data: User and company sample records used in quality checks are now defined more clearly, helping keep validation data consistent and easier to maintain
Updated Server service startup: The Zelo server service now handles status checks and startup tasks more cleanly, reducing unnecessary warning messages when the system is initialized.
Added Mail folder setup: Standard mail folders such as Drafts, Junk, Trash, and Sent are now automatically created and subscribed to when a mailbox is first used, so they appear for users without manual configuration
Updated Italian channel translations: The Italian interface now includes the description for the general all-employees channel. Italian users can now see this channel’s purpose clearly in channel management.
Improved Service start and stop messages: The Zelo service now reports start, stop, and restart actions with clearer status messages. You’ll see immediate feedback when the server is already running, starts successfully, or fails to stop, making it easier to confirm the service is healthy.
Fixed Test environment startup: The test environment with a database now starts and stops all required services correctly, including mail and database services, making test setup and shutdown more reliable.
Updated Email accounts: Zelo’s email configuration now supports additional user mailboxes and a catch-all mailbox, so messages sent to unrecognized addresses are delivered to the catch-all account instead of failing
Added Local test mail server: Zelo’s development environment now includes a local SMTP server, so email sending can be tested end to end without depending on external mail services
Updated User guide: The user management guide now explains how to deactivate an account while keeping it in the system, and how to configure language, time zone, notifications, email alias, and signature preferences.
Updated Company information documentation: The manual now clarifies that an administrator or an authorized user can access and update company details. It also explains that additional company data can be entered before saving the profile.
Improved User preferences capture: The user preferences screen is now adjusted to fit the window before reference images are saved, so support and onboarding screenshots show the full layout more clearly without scrollbars
Updated User documentation: The user creation guide now has clearer wording and explains where to find the account Preferences section and password change option. Users can open Preferences from the top-right menu and change passwords from the controls shown above the user summary card.
Updated Company setup guide: The guide for entering company information now provides clearer navigation steps and reminds users that only administrators can access and modify company settings.
Improved Email workflow testing: Zelo’s test environment now includes a built-in IMAP mail server, so email sending and receiving can be verified in a self-contained setup. This helps ensure email notifications and related workflows behave consistently before release.
Fixed Company tagline entry: The company tagline is now saved with the correct field reference, so business profile details appear consistently in Zelo.
Fixed User creation: User creation now follows the correct navigation steps for preferences and password changes, making the process more reliable for administrators
Added Company tagline: You can now add a tagline in the company profile, giving reports and printed documents a short brand phrase that appears in the header.
Added Company tagline: Company profiles now include a tagline, letting you add a short phrase that helps customers recognize your business across Zelo.
Added User preferences access: The user onboarding flow can now open the user preferences section for a newly created user, helping teams verify that preference settings are accessible before finalizing account setup
Added User preferences: You can now open a dedicated preference section from user settings. This lets users review and manage personal account options without leaving their profile.
Updated New user guide: The guide now links directly to the user preferences section, making it easier to find where to adjust personal settings and access user preferences.
Updated User preferences guide: The new user documentation now links to the correct screenshot for the user preferences screen, helping users quickly find where to adjust their personal settings.
Removed Unused automation step: Removed an old, unused internal automation step from Zelo’s background test suite. This cleanup does not affect everyday workflows and helps keep the remaining automated checks simpler and more predictable.
Updated Login screenshot file names: Automated screenshots captured during login now save with underscores instead of spaces, reducing file-handling issues and keeping support logs more consistent
Added User management shortcuts: Zelo now includes dedicated steps to open a user’s details and start editing their record, making user maintenance and password changes more straightforward.
Improved Company data setup: Setting up company information now uses a shared navigation shortcut to open settings, making the configuration flow more consistent and less error-prone.
Fixed New user guide: The new user guide now shows the correct screenshots for creating an account, setting preferences, and changing the password. This makes the user setup instructions clearer and more reliable for administrators.
Fixed Company details: Company information now includes all required address and contact fields, so company records are completed consistently. This helps ensure company data appears correctly in Zelo workflows and reports.
Updated User manual: The manual now includes a dedicated login and logout guide and refreshed company information instructions, making it easier to find setup steps and relevant screenshots.
Added Italian translations: Italian users now see translated messages for desktop notification requests, planner labels, and developer-mode options. These interface texts now display correctly when Zelo is set to Italian.
Fixed Sample company data: A sample company record used by automated checks was corrected, helping validation scenarios run more consistently
Updated User creation guide: The user manual now provides clearer instructions for creating a new user, including how to save basic details and set the user’s password.
Updated Company data setup: Company details such as name, address, contact information, website, and VAT are now populated from one consistent data source. This makes the setup flow more reliable and helps keep company information aligned across the system.
Added Company test profile: A standardized sample company record is now available for quality checks. It includes business details such as address, contact information, website, and VAT number, helping ensure company-related screens display and save information correctly.
Updated Core platform stability: Zelo now includes the latest core hotfix, improving overall reliability and stability for everyday operations
Updated User guide: The user guide now includes clear steps for creating users, setting preferences, and changing a user’s password from the user summary card. This makes it easier for administrators to manage account access in Zelo.
Updated User setup notes: A reminder was added to help teams capture user preference screens during setup. This helps keep user documentation complete and consistent.
Added User setup guide: The Zelo manual now includes step-by-step instructions for adding a new user and configuring their access preferences. It also explains how the user’s email address becomes their login identifier.
Added Company setup guide: The user manual now explains how to configure your company details, including name, contact information, VAT, and logo, so administrators can complete company settings more easily.
Added User management guide: The illustrated guide now explains how to create a new user, set their preferences, and configure their permissions
Fixed Translation accuracy: Text translations now display correctly in supported languages, reducing missing or outdated labels across Zelo screens
Updated Company setup guide: The guide for entering company information now lists the key details to configure, including company name, addresses, website, phone and fax, email, VAT, business register, and currency. This makes it easier to understand what information Zelo needs for your company profile.
Improved User access: User sign-in, roles, and permission checks now use consistent sample accounts. This helps catch access issues before they affect your workspace.
Fixed Documentation screenshots: Duplicate screenshots are no longer captured when automatic documentation is disabled, keeping generated documentation cleaner and avoiding unnecessary image files
Added User account onboarding: The automated account setup now also changes the new user’s password and verifies sign-in and sign-out. This makes account readiness easier to confirm before the account is used.
Updated Browser documentation: Browser documentation helpers now pass data in a consistent way, helping automated documentation runs complete more reliably.
Improved Main menu navigation: Zelo now carries the required context when opening top-level menus. This helps the system open the correct workspace more reliably, including Contacts, Sales, Accounting, Settings, Purchases, Projects, Production, and Inventory.
Added Company data setup: You can now include company data when configuring your organization, and Zelo will save those details for use across the ERP. This makes business information easier to maintain and keeps company records consistent.
Added User management: You can now create new users and change existing user passwords from the Users settings in Zelo. Administrators can enter the user’s name, login, and new password to provision or reset access quickly.
Added User login/logout: Zelo now provides a general login and logout flow for users. This allows sign-in and sign-out to work for any account, not just an administrator, using the user’s credentials and displayed name.
Improved Automated browser documentation: Zelo’s automated browser documentation now supports passing additional options to documented actions, allowing guided workflows to include more context and run more reliably.
Added User creation: Administrators can now create new user accounts from the Users menu by entering a display name and login, then saving to make the account available in Zelo
Fixed Company data setup: The company information setup flow now navigates to the correct settings screen, making it easier to enter and save company details in Zelo
Removed Seller test steps: Removed unused automated test steps for creating a seller account and changing its password. The customer seller assignment workflow remains unchanged and continues to work as expected.
Added User creation: Zelo now supports creating a new user with a specified name and login. This makes account setup easier when preparing user access.
Updated Documentation generation: The automated process that creates Zelo user guides now points to the correct test system. This helps keep generated instructions consistent and reduces the chance of outdated steps being produced.
Added Company registry: You can now enter the full REA business registry code in company data, including the province prefix, so your business registration details are stored accurately
Added Company data configuration: Zelo now supports a more complete company profile setup, including address, VAT, and company registry details, so business information appears accurately across the system
Added Administrator sign-in and sign-out: Zelo now supports guided login and logout for the administrator role. Users can sign in with administrator credentials and end the session from the main menu, making privileged access management clearer and more consistent.
Updated Italian message labels: Starred messages are now labeled as “Contrassegnati” in the Italian interface instead of “Speciali”. This makes filters, empty-state messages, and related mail wording clearer for Italian-speaking users.
Updated Installed modules: The Zelo module profile now includes a complete, alphabetically sorted list of active modules, making it easier to verify which capabilities are enabled. This helps keep deployments consistent and simplifies module review during setup.
Updated Database setup: The database configuration helper was refined for consistent formatting, making internal maintenance tasks easier to review. This helps ensure Zelo database setup continues to run smoothly during updates.
Fixed Database setup: The setup process now creates a missing system configuration record before applying the default A4 paper format. This prevents setup failures on fresh databases that do not already have a configuration record.
Updated Default report paper: New Zelo setups now use European A4 as the default report paper size, so generated PDFs and printable reports match standard A4 documents without manual configuration
Updated Browser automation: The internal browser automation setup was tidied by removing an unused login reference. This keeps automated browser checks clean and easier to maintain.
Updated Standard profile: The standard Zelo profile has been updated to include additional core capabilities, including accounting, user sign-up, email retrieval, and enhanced interface tools, while removing the Intrastat reporting module. This gives users a more complete, ready-to-use workspace with fewer unnecessary reporting options.
Updated Internal test environment: The testing setup used by Zelo maintainers was refined to include additional accounting and payment reconciliation scenarios, helping verify that invoice payments and currency differences are processed correctly.
Updated Automated browser sessions: The browser runner no longer attempts the administrator login automatically, so automated sessions avoid an unreliable login step and start more consistently.
Updated Core system: Zelo’s platform foundation has been refreshed to a newer stable base, applying upstream maintenance fixes and improving overall consistency. This helps keep the ERP environment stable and aligned with the latest supported framework without changing how you use Zelo day to day.
Improved Add-on update process: Zelo now selects a specific version branch for each add-on component during updates, making upgrades more predictable and less likely to pull the wrong set of features
Updated Core platform: Zelo’s underlying platform has been updated to the latest supported version, helping keep the system secure, stable, and ready for future enhancements
Décembre 2017
Added Interactive shell environment: Zelo now sets up a reusable test environment for the IPython shell, giving support and technical users a safe way to connect to a database, inspect records, and reset the session. This makes exploratory troubleshooting easier because temporary changes can be cleared without affecting live data.
Removed Developer shell setup: Zelo’s developer shell setup no longer includes an internal helper for creating a test database. This reduces the chance of accidental databases being created during local development or testing.
Improved Database setup messages: Database configuration now shows clearer progress text while updating translations. This makes setup and maintenance easier to follow.
Updated Automated browser tests: The internal browser test runner was streamlined by cleaning up an unused test scenario reference, keeping automated checks clearer and easier to maintain.
Improved Translation loading: Zelo now reports clearer progress while importing translation files, showing which language files are being processed and how many remain, making setup and updates easier to monitor
Fixed Translation accuracy: Several English and Italian wording issues have been corrected across accounting, HR, stock, reporting, and general settings. Labels and help texts now appear more consistently in Zelo.
Updated Platform foundation: Zelo’s core platform foundation has been updated to the latest version, ensuring the system stays aligned with current platform behavior and continues to support all modules reliably.
Improved Interactive shell: The Zelo development shell now starts with a cleaner, more reliable environment. Administrators and developers can troubleshoot configuration issues and run quick checks without extra manual setup.
Removed Basic geolocation: The standard Zelo profile no longer includes basic geolocation, so location-based features are not enabled automatically. Organizations that need this capability can enable it separately when required.
Updated Italian translations: A few Italian language strings were corrected so labels and messages read more naturally. Project-related wording now stays consistent across translated modules.
Updated CRM Italian translation: Italian users now see clearer wording in the CRM email alias help text, confirming that only incoming emails addressed to the alias automatically create a new opportunity. This improves clarity when setting up email tracking for sales opportunities.
Improved Development tooling: Zelo now keeps its module location list in a separate configuration file. This makes updates simpler and adds an interactive testing environment for verifying module behavior before release.
Updated Main menu testing: Automated test runs no longer attempt to open the main menu while that menu is still being prepared, keeping tests stable and focused on completed features
Fixed User access rights: The default Zelo profile now includes the required administrative access module. This resolves a rights error that could prevent users from accessing expected permissions and features.
Updated Internal maintenance: A background utility used for browser testing was cleaned up by removing unused references. This helps keep the system stable and easier to maintain.
Added Accounting and reporting: You can now use Zelo’s accounting and reporting features, including Intrastat reporting and configurable PDF report settings, to manage financial records and generate business reports from within the system
Improved Automated quality checks: Zelo now runs automated unit tests as part of its update process, helping detect issues earlier and making updates more reliable for customers.
Updated Automated sign-in workflow: Only the login step is now active in Zelo’s automated browser checks. The other guided checks are paused, so sign-in behavior can be verified without running the full sequence.
Updated Zelo profile: The default Zelo profile now starts with all modules disabled, giving you a clean starting point where you can enable only the features and workflows your organization actually uses
Fixed Automated browser tests: The browser-based test runner now loads the required company data configuration, helping automated checks start correctly and reducing unexpected test interruptions.
Updated Core platform: The underlying application framework was refreshed to a newer internal branch, helping keep Zelo stable and compatible as modules evolve. No customer action is required for this update.
Updated Email handling: The default Zelo profile no longer enables sent-email storage, so outgoing emails continue to work while avoiding extra email records that most customers do not need
Fixed Production inventory check: The automatic stock verification in production now selects the correct warehouse stock row, helping Zelo review available inventory quantities more reliably without manual intervention
Updated Automated documentation: The automated documentation generation now points to the current documentation environment and runs product, inventory, and production workflow steps, keeping the generated guides aligned with the latest Zelo processes
Fixed Inventory valuation report: The inventory valuation report now opens reliably from the Inventory module and shows updated stock quantities after production and purchasing steps, helping users verify that inventory changes are recorded correctly in Zelo
Added Inventory access: A new guided navigation step now opens the Inventory module directly from the main menu. This lets users move from the dashboard to stock management screens with fewer clicks and less manual navigation.
Removed Barcode logistics add-on: A legacy barcode logistics extension has been removed from Zelo to keep the system cleaner and easier to maintain, while supported barcode and inventory scanning workflows remain available.
Removed Legacy add-on: A legacy optional add-on has been removed from Zelo to reduce unnecessary components and keep the system more consistent and easier to maintain. If it was previously used, its functionality is no longer included in this release.
Improved Automated testing: Internal quality checks now run in single-worker mode, making test results more consistent and helping ensure Zelo updates are stable before release
Added Production operations: In Zelo, you can now assign a routing to a base bill of materials and create production orders with work centers. This makes manufacturing planning clearer by connecting products to their production steps, then allowing users to plan, start, complete, and track related work orders.
Improved Database performance: Zelo now uses more background workers and disk prefetching, which can make large reports, searches, and busy multi-user sessions feel smoother
Added Production order routing: Production teams can now assign routings and work centers to production orders, making manufacturing steps easier to plan and track.
Improved System performance: Zelo now allows longer processing time limits and runs four parallel workers by default. This helps large reports, bulk updates, and other time-consuming operations complete without being cut off.
Improved Automated testing: Parallel quality checks now use a quieter log level, so test output focuses on errors and is easier to review
Added Chart of accounts import: You can now import your chart of accounts into Zelo from an Excel spreadsheet, making it easier to set up your accounting structure without creating every account manually. The new import wizard helps you upload the file and load account codes and names directly into the system.
Improved Production workflow documentation: Production workflow guides now avoid duplicate entries, so users see clearer step-by-step guidance for creating production orders, checking material availability, completing production, and verifying inventory. This makes production-related documentation more concise and easier to follow.
Added Production process setup: Zelo now supports creating work centers and production routes, with operation details, cycle times, and work center assignments, so manufacturing processes can be configured more consistently.
Updated Project activity automation: Zelo’s automated project activity routine was refined for more consistent browser-based processing, helping completed activities be archived more reliably during project workflows.
Updated Production workflow checks: The automated production workflow check now verifies production route creation, giving a more focused validation of manufacturing setup. This helps ensure production processes are prepared before running manufacturing operations.
Improved Automated quality checks: Internal test runs now record more detailed diagnostic logs, which helps us detect and resolve module issues more quickly before they affect your environment
Removed Module selection: A temporary set of modules that was added by mistake has been removed, so Zelo no longer shows an unintended module selection. This keeps the module list accurate and does not affect existing configurations.
Compatibility Italian localization: Zelo’s Italy-specific localization support now uses a maintained source, ensuring continued compatibility and stable behavior for Italian tax, accounting, and compliance workflows
Added Project activity cards: You can now open the description, timesheet, completion, additional information, materials, and recurrence sections directly from an activity card. This makes it easier to review and update task details without leaving the project view.
Updated Contact automation: The automated setup routine now creates an individual contact as part of the initial run. Production-related steps are temporarily disabled so the routine stays focused on contact creation.
Fixed Documentation generation: Automated documentation generation now targets the correct documentation source, so generated help content is more reliable. This helps keep in-product help aligned with the latest Zelo setup.
Improved Production order checks: Automated production order checks were streamlined and unnecessary processing was removed, helping production-related screens stay more reliable for users.
Improved Automated testing: Zelo’s automated browser checks now run the full set of contact, product, and sales workflows, helping ensure these core areas continue to work reliably before updates are released
Updated Core platform: Zelo now runs on the latest core platform version, bringing improved stability and compatibility for all ERP modules. This update helps ensure smoother performance and a consistent experience across your organization.
Improved Project activity automation: Automated project activity checks now cover the main activity details more reliably. This includes description, timesheets, completion status, additional information, materials, recurrence, and deadline fields.
Fixed Sales order confirmation: The confirm action in Zelo now targets the correct approval button in the sales order flow, so orders can be approved reliably without being blocked by a mismatched button target
Updated Contact accounting: Zelo no longer inserts a sample VAT number automatically when completing contact accounting details, helping prevent unintended tax data from being saved
Updated Automated browser checks: We refined the internal browser operation check by clarifying which automated test steps are active for contacts, products, company settings, and sales. This helps keep the check script easier to maintain without changing normal Zelo usage.
Updated Documentation automation: The automated documentation generator now targets the correct internal preview environment. This helps ensure generated help guides point to the intended pages.
Updated Italian translation for sales commissions: The Italian language pack for the external sales commission feature has been refreshed, so Italian users see current translated labels and messages when working with commissions.
Updated Project templates: Italian translations for project templates have been refreshed, so Italian-speaking users see current and consistent wording in Zelo.
Added Sales approvals: The sales approval feature is available again in Zelo. You can now require review and approval before sales orders are confirmed, helping teams control order commitments and keep managers involved in key sales decisions.
Added Italian translations: More parts of Zelo now display in Italian, including dashboards, project tasks, sales and purchase orders, manufacturing, and barcode product entry. This makes everyday screens and messages easier to read for Italian-speaking users.
Added Manufacturing setup: Zelo now includes new production setup steps for configuring complex manufacturing processes and creating work centers. These steps help users prepare production operations more smoothly and reduce manual configuration effort.
Removed Sales order approval: The optional sales order approval workflow is no longer included in Zelo. Sales orders can still be confirmed using standard user permissions, and organizations needing approval controls should use Zelo’s built-in approval or access rights instead.
Removed Stock access restrictions: The optional Stocks Access Rules feature has been removed, so Zelo no longer provides controls that hide inventory based on assigned warehouses or locations. Users who previously relied on this feature should use standard user access rights or contact support for an alternative.
Added Production workflow guides: New guided scenarios show how to create a production order, check material availability, start production, and verify inventory updates. They help users understand the full production flow in Zelo, from planning the order to seeing finished stock in the warehouse.
Added Production workflow: The automated production run now checks that required materials are available, proceeds with production, and completes the order by adding finished quantities to inventory. This reduces manual follow-up and keeps production records aligned with stock levels.
Updated Documentation generation: Automated help-document creation now points to the correct environment, reducing the risk of outdated or mismatched guidance in Zelo.
Added Production module access: You can now open the Production module directly from the main menu, making it easier to reach production workflows without extra navigation.
Added Standard features: Zelo’s standard setup now includes barcode-based product entry, employee check-in and check-out tracking, product cost calculation from manufacturing recipes, project extensions, recurring project tasks, issue ratings, and task creation from project issues. These capabilities are ready to use without extra configuration, giving teams smoother inventory, HR, manufacturing, and project workflows.
Updated Italian menu labels: Italian navigation labels for recurring purchases and marketing campaigns were refined to clearer terms, so menus and lists are easier to recognize in the Zelo app.
Improved Error logging: Error logs now include the command that was executing when a failure occurred, helping administrators and support teams pinpoint the cause more quickly
Updated Setup script: Cleaned up unused add-on entries in the setup script so the installation configuration remains tidy and easier to maintain
Removed Sales approval add-on: The dedicated sales approval add-on has been removed from the default Zelo profile. Standard sales orders and existing approval settings continue to work, and customers can still enable a separate sales approval option if their process requires additional approval controls.
Added Warehouse access control: You can now restrict which warehouses and locations employees can see and use. Assign allowed users on a location or allowed locations on a user profile, so each team only works with their assigned stock. If no users are assigned to a location, it remains visible to all warehouse users.
Added Recurring project tasks: You can now set project tasks to repeat automatically, similar to calendar events, so recurring work is created and tracked without manual entry. This keeps recurring milestones, reviews, or operations visible in project plans.
Added Project task controls: You can now start and stop project tasks directly from the task view, giving teams a simple way to track when work begins and ends. Zelo can also generate task work reports, so managers can review completed effort by task and project with less manual entry.
Added Employee check-in/out tracking: Zelo now includes an employee check-in/out capability that lets teams record arrivals and departures, view weekly attendance totals, and generate a printable weekly hours report from employee records
Added Product cost from bill of materials: You can now recalculate a product’s cost based on its bill of materials. This helps keep inventory valuation and costing aligned with the components used in production.
Added Dashboard: Zelo now includes a dashboard feature that can be enabled from submodules and profiles. Users can build visual dashboards with charts and widgets to monitor key business metrics and get a clearer overview of their operations.
Added Barcode product entry: You can now add products to sales and purchase orders by scanning a barcode or entering an internal reference. Zelo also keeps barcodes and internal references unique to help prevent duplicate product entries.
Updated Module availability: More Zelo modules have been enabled after passing quality tests, expanding the features you can activate in your workspace. This makes additional HR, inventory, project, and sales capabilities easier to use without extra setup.
Added Import field mapping: You can now map incoming spreadsheet columns to the correct Zelo fields before importing records, making data imports clearer and less error-prone.
Added Support diagnostics: Zelo now includes an interactive debugging helper on Debian-based installations, helping support teams investigate unexpected behavior more efficiently
Improved Test database connectivity: The test database now listens on all available network interfaces, allowing Zelo ERP test environments to be connected to from other machines instead of only the local host
Improved Quality assurance: Zelo now runs a broader set of automated browser checks across core workflows, including contacts, products, and sales, helping catch issues earlier and make updates more reliable
Improved Automated browser checks: Automated browser checks now skip contact setup steps, keeping test runs focused on the workflows under review. This makes validation more consistent and easier to maintain.
Added Sales order closing: A dedicated Save and Close action is now available in the sales pipeline, allowing users to finalize and close a sale directly. The accounting contact flow was also adjusted to skip an unnecessary payment-term step, making the save process more reliable.
Updated Help documentation: The user guide now provides clearer step-by-step instructions for purchases, supplier assignment, purchase order confirmation, stock checks, user management, and viewing sales orders
Fixed Database configuration: Empty lines and comment lines in database setup files are now ignored, making configuration processing more reliable even if the file contains blank or commented entries
Updated Module profile: The module profile has been cleaned up by removing unnecessary blank lines, keeping the module configuration tidy and consistent for Zelo
Removed Barcode order scanning: Barcode scanning for purchase orders and sales orders is no longer included in the default Zelo setup, so those barcode-specific options are not available in those workflows
Updated Project closing: The project closing feature is temporarily unavailable while we address stability issues. Project closing actions cannot be run until the feature is restored in a future update.
Updated Quality testing profile: The automated deep-testing profile was updated to exclude the final set of optional modules. This keeps quality checks focused on the core Zelo areas and helps improve the reliability of the features you use every day.
Updated Automated browser test runs: The browser test runner now keeps many product, sales, CRM, and purchase test steps disabled, making test runs easier to control and less likely to interfere with other areas of Zelo
Updated Core platform: The underlying Zelo platform has been updated to a newer revision. This keeps the system aligned with the latest maintenance changes and helps all modules continue to run consistently.
Updated Framework source: The core framework now uses a refreshed source repository, helping keep Zelo aligned with current maintenance and stability updates
Added Italian VAT registries: Zelo now includes Italian VAT registry support, giving finance teams dedicated ledgers and reporting views for tracking VAT transactions. The update also adds supporting accounting and reporting capabilities that make VAT-related records easier to review and maintain.
Added Credit overage option: You can now enable a credit overage flag on contact accounting details, allowing Zelo to track when a customer exceeds their approved credit limit. This makes it easier for finance teams to monitor risky accounts and manage payment terms with greater visibility.
Added Italian e-invoicing: Zelo now supports outgoing electronic invoices for Italy, allowing you to prepare and send compliant e-invoice documents to customers. This extends the Italian localization by covering the outbound e-invoice workflow alongside existing fiscal features.
Added Italian withholding tax payments: Zelo now supports Italian withholding tax payment workflows. You can record and track payments related to withholding tax obligations, helping keep tax-related transactions easier to manage and review.
Added Italian withholding tax support: Zelo now includes the Italian withholding tax capability, so you can configure withholding tax rates and apply them to applicable Italian transactions. This helps ensure correct tax treatment and reporting for business operations in Italy.
Added Bank receipts: Zelo now includes Italian bank receipt support, letting teams record and manage incoming bank receipts within the localized accounting workflow
Added Italian e-invoicing: Zelo now includes support for Italy’s FatturaPA electronic invoices, so Italian companies can create, send, and track compliant e-invoices from the invoicing workflow. This makes it easier to meet local digital invoicing requirements without additional configuration.
Added Italian VAT due date: Zelo now includes Italian VAT due-date support, allowing users to set the applicable VAT eligibility rule on Italian sales and purchase invoices. This makes invoice documents and tax records clearer for Italian VAT timing.
Added Italian delivery notes: Zelo now includes support for Italian delivery note documents, allowing teams to create and manage transport paperwork for outgoing goods. This helps businesses track deliveries and keep records aligned with local requirements.
Added Package preparation lines: Outbound shipments can now be prepared using individual package lines, giving teams a clearer view of which items belong to each package and helping reduce preparation errors before dispatch
Added Package preparation: Zelo now includes package preparation for warehouse delivery operations. You can prepare outgoing packages and keep packing details linked to the delivery, helping teams send the right items more reliably.
Added Italian job position codes: Zelo now includes support for official Italian job position codes. This helps HR and employee records stay aligned with local Italian requirements.
Added Italian accounting localization: Zelo now includes Italy-specific accounting support in the standard profile, allowing customers to configure and use Italian accounting rules without needing a separate module
Added Data import mapping: Zelo now includes import field mapping, so when you upload CSV or spreadsheet files you can clearly match each column to the right Zelo field before importing. This helps avoid incorrect values and makes bulk data imports more reliable.
Added Project issue tasks: You can now create tasks directly from project issues in Zelo. This helps teams turn reported issues into assigned work items while keeping the issue context visible for easier follow-up.
Added Previous product cost visibility: Zelo now supports previous product cost in sales and purchase workflows, allowing users to compare earlier cost values with current pricing while reviewing orders. This makes it easier to understand cost changes and support pricing decisions.
Added Project time tracking: Zelo now includes time tracking for projects, allowing users to record and review time spent on project work. This helps teams monitor effort, improve planning, and support project reporting.
Added Timeline view: Zelo now includes a timeline view that displays activities in chronological order. This helps users track scheduled work, review progress, and spot upcoming tasks at a glance.
Added Project timeline: Zelo now includes a built-in project timeline. Teams can visualize phases, milestones, and tasks on a schedule to plan and track progress more clearly.
Added Parent projects: Projects can now be linked to a parent project. This helps teams organize related work as sub-projects and track progress at a higher level.
Added Project Gantt view: Zelo now includes a visual Gantt timeline for projects, letting teams plan tasks, dependencies, and milestones on a single schedule. This makes it easier to track project progress, spot delays, and coordinate work across resources.
Added Product expiry warnings: Zelo now includes expiry warning functionality for products. This helps users identify items approaching their expiration dates and take action before stock becomes unusable.
Added Category taxes: Zelo now supports tax configuration at the product category level. Products can inherit the category’s tax rules, making tax assignments and calculations more consistent across your catalog.
Added Partner creation by VAT: You can now create customer or supplier records by entering a VAT number. Zelo can use the VAT to identify the company and help prefill key details, reducing manual entry and improving record consistency.
Added Manufacturing byproducts: You can now record and track byproducts created during manufacturing operations alongside the main product. This gives a clearer view of all production output and helps keep inventory and costs more accurate.
Added Invoice inventory tracking: The standard Zelo profile now includes invoice-to-stock-move support, letting users connect invoice lines with related inventory movements. This makes it easier to trace which goods were billed and keeps sales, inventory, and accounting records aligned.
Added Inventory barcode scanning: Zelo now includes barcode scanning support in the standard inventory profile. Users can scan product barcodes to speed up receiving, internal transfers, and stock counts.
Added Time-off timesheets: Zelo now supports connecting leave requests with timesheet entries. Employees can record time off in the same timesheet workflow, helping managers see both worked and absent hours in one place.
Added Employee creation from user: You can now create employee records directly from user profiles, letting HR staff set up employee details without manually entering a separate employee master record. This streamlines onboarding and helps keep user and employee information aligned.
Updated Default module profile: The default Zelo module profile was refreshed to reflect the current supported feature set. Purchase and sales barcode scanning are no longer enabled by default, while Italian bank localization is now available for Italian bank transactions.
Added Module testing: Targeted automated tests for an individual Zelo module can now be started manually, helping confirm that a specific feature behaves correctly before broader testing or release
Updated Automated quality checks: Zelo’s test suite now supports a parallel run that checks multiple areas at the same time. A few unstable checks related to partner credit limits, project issues, and project ratings are temporarily excluded until they are repaired.
Improved System setup: Zelo’s server setup now provisions required runtime libraries and utilities through the operating system’s standard package manager. This makes installations more consistent and easier to maintain across different environments.
Updated Setup dependencies: Zelo now includes the required support packages during installation. This ensures temperature conversion and text normalization features work reliably without extra manual steps.
Fixed Automated test setup: The background test setup now initializes correctly. This helps Zelo engineers verify that features continue to work as expected.
Improved Automated testing: Zelo’s automated quality checks now run more reliably using isolated test environments, helping us catch problems before they can affect your live ERP system
Removed Total Payable and Receivable: The Total Payable and Receivable feature has been disabled in this release because it was causing failures in Zelo’s automated quality checks. It will not be available in Zelo until the issue is resolved and the feature is re-enabled in a future update.
Fixed Automated testing: Invoice numbering and refund linking checks are no longer included in background quality tests that could hang indefinitely, helping test runs complete reliably
Improved Quality checks: Zelo’s automated module checks can now run in parallel during development. This helps the team validate changes faster and catch issues before they affect the ERP.
Added Italian language support: Italian-speaking users can now see menus, labels, buttons, and messages in Italian across many newly added modules. This improves usability for finance, inventory, project, purchasing, and sales teams working in Italian.
Fixed Sales order saving: The sales order creation flow now correctly applies the Save & Close step after order details are entered. This ensures new sales orders are saved and closed reliably instead of getting stuck in an incomplete state.
Updated Automated browser checks: The automated browser check run now covers more standard Zelo workflows, including contacts, products, and sales orders, so common user journeys are tested more thoroughly before release
Fixed Number-to-words support: Zelo now installs the required number-to-words library correctly, so features that display amounts or quantities as written words work reliably
Updated Professional report templates: We made small consistency updates to the professional report templates used for purchase orders, RFQs, sales orders, quotations, invoices, delivery notes, and picking lists. These updates help keep report formatting and configuration stable while users prepare documents for customers and suppliers.
Fixed Number-to-words conversion: Zelo now installs the corrected helper used to turn numbers into written words. This keeps amount and total text reliable in documents, reports, and other customer-facing outputs.
Added Barcode support for sales and purchase orders: You can now scan product barcodes when working on sales orders and purchase orders, making it easier to add items and verify quantities. This helps teams pick, pack, and receive products faster while reducing manual entry mistakes.
Updated Restored Zelo modules: Several previously unavailable Zelo modules have been re-enabled after a detailed review. Customers now have access to inventory barcode tools, payment receipt support, employee timesheets, payable and receivable totals, and project workload tracking.
Updated Additional business modules: Zelo now includes two previously paused capabilities for standard reporting and flexible list views. They were re-enabled after deeper testing, giving customers more options for preparing reports and customizing how records are displayed.
Updated Purchase subscriptions: The purchase subscription module has been re-enabled in Zelo, allowing users to set up recurring purchase orders and manage subscription-based purchasing. This restores access to recurring purchase workflows for teams that rely on regular supplier replenishment.
Fixed Accounting invoicing availability: The Zelo setup now correctly includes the account invoicing extension, so customers can access the expected invoicing and accounting capabilities without missing functionality.
Updated Re-enabled capabilities: A broader set of Zelo features is now available again, covering payments, CRM, sales, projects, HR, inventory, and web tools. You can now use options such as customer credit limits, sale approvals, proforma quotations, project subtasks, serial number imports, and web export options.
Updated Zelo module availability: Several previously paused modules have been re-enabled after additional testing, restoring expanded accounting, CRM, HR, project, sales, inventory, and interface capabilities. This gives users access to a broader set of standard Zelo features without affecting existing data or workflows.
Updated Module availability: Selected optional add-ons were temporarily disabled in the default Zelo profile while investigating interface issues, helping reduce conflicts and improve troubleshooting accuracy
Fixed Installation process: Zelo setup now includes a previously missing component, so deployments complete more reliably and browser-detail processing works without errors
Added Email and bank account validation: Zelo now includes support for validating email addresses and international bank account details. This helps prevent incorrect customer or supplier information from being saved.
Removed Unused portal report add-ons: We removed two unused customer portal extensions that supported printing or downloading delivery reports using professional templates. These add-ons were not active in standard Zelo setups, so regular portal report access and delivery report downloads remain unchanged.
Added Italian translations: Zelo now includes Italian translations for finance, sales, CRM, project, and inventory areas. Italian-speaking users can now view labels, filters, and report fields in their language across these features.
Updated Module availability: Some delivery and portal template modules are temporarily disabled while we investigate related issues. This change helps isolate the source of the problems and keeps the rest of the system stable during review.
Added Customer portal report templates: Customers can now view, print, and download invoices and sales orders from the Zelo customer portal using professional report templates, keeping customer-facing documents consistent with your branded layouts.
Added Portal delivery documents: Customers can now download and print delivery documents from the Zelo web portal using Professional Report Templates. The portal now applies the professional template when generating these reports, giving customers a cleaner and more polished delivery document experience.
Added Extra app package: Zelo now includes an additional app package that can be installed from the app library. This gives customers access to new capabilities and workflows that can be tailored to their business needs.
Added Barcode logistics support: Zelo now includes an expanded barcode logistics toolkit for inventory operations. This lets users scan barcodes during receiving, picking, packing, and stock transfers, reducing manual entry and improving traceability across warehouse workflows.
Added Barcode inventory support: Zelo now includes barcode capabilities for stock operations, allowing users to scan product barcodes to speed up receiving, transfers, and inventory tasks
Added Project templates: Zelo now supports reusable project templates, so teams can start new projects from preconfigured structures, task lists, and roles instead of rebuilding them from scratch
Added Purchase subscriptions: Zelo now includes a dedicated purchase subscription module. You can manage recurring vendor purchases, subscription terms, and related purchase workflows directly in the purchase area.
Added App add-on: Zelo now includes the App add-on in its standard module collection. Users can install and use it like any other built-in module to extend the ERP.
Added Invoice management: Zelo now includes a new invoicing extension that broadens support for creating, reviewing, and posting customer and vendor invoices to accounting.
Added Module library: Zelo now includes an additional public module collection, giving administrators more ready-to-use features to enable during setup or extension. This expands the available app catalog and makes it easier to find standard functionality for business processes without custom development.
Fixed Add-on package inclusion: Zelo now includes the correct add-on package during setup, so the extensions it provides are available and can load properly. This prevents missing functionality caused by an incorrectly registered add-on location.
Added Add-on collection: A new collection of optional extensions is now available in Zelo, giving administrators access to additional ready-made capabilities. This makes it easier to enable optional functionality without manually sourcing separate packages.
Added Due payments list: You can now access a dedicated view that summarizes payments due from customers and to vendors, including amounts and due dates. This helps finance teams monitor outstanding balances and prioritize follow-ups without opening each invoice.
Added Serial number import: You can now import serial numbers into inventory stock records, making it easier to track individually serialized products through receiving and adjustments
Added Proforma quotations: Zelo now supports proforma quotations in sales, letting teams create and send provisional quotes to customers. This gives buyers a clear price estimate before a final order or invoice is issued.
Added Holiday leave settings: You can now exclude special days from leave calculations so non-working days do not affect holiday balances or request totals
Added Product tagging: Zelo now includes product tagging in the standard product setup, allowing users to add multiple descriptive labels to products and filter product lists by those labels. This makes it easier to organize catalogs and locate items with shared attributes.
Added Task subtasks: You can now break project tasks into smaller subtasks, making it easier to track progress, assign ownership, and manage work at a finer level.
Added Export view: You can now export the current view configuration from Zelo, including the selected fields and layout. This makes it easier to save a preferred way of viewing records or share it with teammates for consistent reporting.
Added Payment invoice visibility: Account payments now show the related invoice details directly in the payment view, so users can quickly confirm which invoice a payment settles without opening the invoice separately.
Added Claim types: You can now define and use dedicated claim types in CRM, making it easier to categorize customer claims and keep claim handling more consistent.
Added Sale cancellation reasons: Zelo now lets you record why a sales order is cancelled. You can capture a cancellation reason when closing a sale, making it easier to track lost opportunities and understand cancellation trends.
Added Project closing: Zelo now includes project closing in the standard setup, allowing teams to formally close completed projects and finalize their status. This helps keep project records, costs, and related details organized after a project is finished.
Added Decimal entry: You can now enter decimal numbers using the dot key on the numeric keypad in Zelo. Numeric fields accept the dot as the decimal separator, making data entry faster and reducing formatting errors.
Added Credit card payments: Zelo now includes credit card payment handling in the accounting profile, so you can create, track, and reconcile credit card payments alongside other payment methods
Added Partner credit limits: Zelo now includes credit limit controls for customers, letting you define approved credit amounts and monitor when outstanding balances approach or exceed them. This helps teams manage receivables and reduce the risk of over-extended accounts.
Added CRM sector support: Zelo now includes sector-based organization for CRM records, allowing you to classify leads, contacts, and opportunities by business sector. This helps teams analyze market coverage and focus on the industries that matter most.
Added CRM phone call summaries: Zelo now includes predefined phone call summary options in the standard CRM setup. Teams can quickly choose a ready-made outcome when logging calls, keeping notes consistent and saving time.
Added CRM location tracking: The standard CRM setup now includes location tracking, so users can assign locations to CRM records and review which areas or sites are associated with leads and opportunities. This makes it easier to organize customer interactions by geography or business location.
Added Webcam image capture: You can now take a photo using your device’s webcam and attach it directly to image fields in Zelo. This makes it easier to upload profile pictures or other visual details without saving a file first. The option appears wherever Zelo supports image uploads.
Added Project task detail reports: Zelo now includes a dedicated report for project tasks, giving teams a ready-made view of task activity, status, and progress. This makes it easier to monitor project work and share project status with stakeholders.
Added Project detail reporting: The standard Zelo setup now includes detailed project reporting, so users can access project detail reports without enabling extra components. Project teams can review project information from the main project area with less configuration.
Added Sale order approval: You can now require an approval step for sales orders before confirmation. Authorized users can review pending orders, approve or reject them, and only approved orders proceed through the normal sales workflow.
Added Italian translations: Italian users can now read project issue tracking, project board, and sales approval screens in their own language. This makes labels, dates, and approval-related messages easier to understand and reduces confusion for Italian-speaking teams.
Improved Automated browser actions: Browser-driven tasks now wait longer for pages to settle and re-check elements before clicking or typing, making automated workflows more dependable on slower or dynamic screens
Added Project Kanban board: Projects can now be displayed as a Kanban board, letting teams view tasks as cards, move them between stages, and track progress at a glance
Added Project issue codes: The project issue code option is now available in the standard profile, so you can assign unique codes to project issues for easier tracking, filtering, and reporting
Fixed Sales order invoicing: The automated invoicing flow now navigates to the Sales Orders menu instead of the Quotations menu, so sales orders are opened and invoiced correctly.
Updated Sales order documentation: The sales order guide was lightly refined for clearer reading. This helps users follow the invoicing steps without confusion.
Added Employee maintenance: Zelo now includes the employee maintenance feature in the standard profile. Users can access the related HR maintenance functionality directly in Zelo without needing extra configuration
Added Intrastat reporting: Zelo now includes Intrastat reporting, allowing you to prepare reports for cross-border goods movements and support customs and VAT compliance requirements
Added Project issue ratings: You can now rate project issues in Zelo, allowing teams and customers to leave feedback on issue handling and track satisfaction over time.
Added Project ratings: Zelo now includes project rating capabilities in the standard profile, allowing teams to collect feedback on projects and use it to assess performance. This makes it easier to track satisfaction and improve future project delivery without needing a separate add-on.
Added Rating module: The rating module is now included in Zelo, so users can create, view, and manage ratings where rating features are supported across Zelo workflows. This makes it easier to capture feedback and track quality scores without enabling a separate add-on.
Added Purchase requisitions: Zelo now includes purchase requisition support, letting teams create, approve, and track purchasing requests before they become orders. This gives a clearer view of pending buys and helps standardize procurement.
Added Product margin: Zelo now includes product margin support, letting you track and review the profit margin for products in your sales and purchasing flows
Added Product expiry management: Zelo now includes product expiry tracking in the standard profile, so you can record expiration dates, manage batch or lot validity, and control stock based on expiry status. This helps teams avoid selling or using expired items and keeps inventory records more accurate.
Added Product email templates: Zelo now includes a dedicated product email template feature in its standard module set. Users can create and reuse ready-made email templates for product-related communications, making customer and internal messages more consistent.
Added Customer portal: The standard Zelo profile now includes portal capabilities, allowing customers to sign in, view account details, and access shared documents from outside the main ERP. This makes it easier for partners and clients to interact with Zelo records without needing a full internal user account.
Added PayPal payment support: Zelo can now use PayPal for online payments, letting customers pay invoices and sales orders with their PayPal accounts. This gives businesses an additional electronic payment method and makes online checkout more convenient.
Updated Contact and product documentation: The guide sections for contacts and products now present information in a clearer, easier-to-follow format, helping users quickly understand how to manage contact details, addresses, sales and purchase settings, and product information in Zelo
Added Customer contact navigation: You can now open the Sales and Purchases tab directly from a customer contact, making it easier to review the customer’s related sales and purchase information in one place.
Added Marketing campaigns: Zelo now includes marketing campaigns in its standard application profile, allowing teams to create and track campaigns without extra setup. This makes it easier to plan outreach, monitor progress, and keep campaign activity aligned with other business processes.
Added Sales and Purchases tab: You can now open the Sales and Purchases tab directly from a customer contact. This gives a quicker way to review the customer’s related sales and purchase activity in one place.
Added Timesheet attendance: Zelo now includes a module that connects employee timesheets with attendance records. This helps teams track actual working hours more accurately by aligning time entries with check-in and check-out data.
Added Google Calendar integration: Zelo now includes Google Calendar support in the standard profile, allowing users to connect their Google accounts and keep calendar events aligned with other Zelo workflows
Added Events module: Your Zelo environment now includes the Events module, letting you plan and track events, manage attendees, and keep event-related activities in one place. This makes it easier to coordinate internal meetings, customer events, and workshops directly within Zelo.
Added Accounting entry cancellation: You can now cancel posted accounting entries in Zelo. This gives finance teams a clear way to reverse incorrect journal entries while keeping the books accurate.
Added Budget management: Zelo now includes budgeting tools, allowing users to create budgets, track actual spending against planned amounts, and review variances to support financial planning
Added Fixed asset accounting: Zelo now includes support for managing fixed assets. You can track asset values, set up depreciation, and keep related accounting entries aligned with your financial records.
Added Italian translations: Zelo now includes Italian translations for claim management and related task-code screens, so users who select Italian will see localized labels, menus, and report fields that are easier to understand and use.
Updated Automated documentation: The automated documentation workflow now uses the correct Zelo environment and focuses on project activity steps. This helps generated guides stay accurate and aligned with the latest supported workflows.
Added Project activity saving: You can now save changes to project activity details, including materials and additional information, directly after adding them so your updates are preserved.
Improved Italian language: Italian wording in purchasing and inventory now reads more naturally. Labels and processing messages are clearer for users working in the Italian interface.
Added Customer claim management: Zelo now includes the ability to record and track customer claims within CRM. Teams can assign claim codes to categorize issues and follow up on resolution more consistently.
Fixed Purchase order processing: Purchase order confirmation, product receipt, stock validation, and purchase invoice creation now use the correct decimal format. These steps now complete reliably in localized environments.
Added Project task codes: Project tasks can now be assigned unique codes, making it easier to identify, sort, and reference tasks across project views and reports
Fixed Invoice validation flow: The automated invoice validation process now opens the customer invoice list before selecting the invoice, so draft invoices can be validated without getting stuck
Updated Product quantity update: The button used to update a product’s quantity now has a clearer label, making it easier to adjust stock levels from the product form
Updated Automated documentation: The automated documentation workflow now points to the current Zelo environment. This helps generated guides and automated checks stay consistent with the system.
Fixed Product creation: Product creation now works reliably when selecting a storable product type, allowing users to complete the product setup and enter pricing and quantity details without interruptions
Updated User documentation: Zelo’s help pages for company setup, main menu navigation, user management, sales orders, and sales opportunities now use clearer wording and a more organized layout. Users can more easily find the right area, understand the information needed on a sales order, and follow the correct steps for confirming orders and managing opportunity pipeline states.
Improved Local development environment: The container startup process now handles optional connection settings more cleanly, reducing unnecessary warnings and making the development setup more reliable
Added Translation maintenance: A new maintenance option can remove unnecessary byte-order marks from translation files, helping multilingual labels and messages display more consistently
Fixed Italian translations: Zelo’s Italian language files have been cleaned to remove hidden formatting characters. This helps ensure translated labels and messages display correctly across the application.
Added Professional templates: Zelo now includes professional templates in the default setup, enabling users to apply polished document layouts without extra configuration. This makes business documents easier to standardize and present professionally.
Added Test environment setup: You can now start the interactive test database with your current repository mounted into the container, so local changes are available immediately without rebuilding. A read-only mount option is also available for safer testing.
Updated Customer creation from sales: Zelo can now create a customer record directly from the sales workflow again. This restores the streamlined way to add new customer details while processing sales orders, reducing duplicate data entry.
Updated Sales pipeline closure: The automatic close-sale step is temporarily disabled because it cannot run unless the product quantity is updated first. This prevents sales from being closed with missing or inconsistent quantity data, and the step will be re-enabled once it can complete the required quantity update.
Novembre 2017
Fixed Purchase invoice creation: Creating supplier invoices from purchase orders now works more reliably after a menu label correction. Users can open the supplier invoice screen and record incoming invoices without unexpected navigation issues.
Added Filter walkthrough: A new guided example shows how to make filters appear in Zelo and apply a simple filter, such as a customer name, including the filter dropdown and the applied filter result
Updated Purchase receiving checks: A temporarily unstable inventory presence check has been disabled in the purchase receiving flow. Purchase orders and goods receipts can now continue without being blocked while the check is reviewed.
Fixed Automated browser checks: The automated browser test runner now loads the required workflow steps correctly, including contact, product, and company configuration checks. This makes test runs start more reliably and reduces failures caused by missing components.
Improved Browser automation: Automated actions can now more reliably find buttons and fields that are outside the visible part of a page. Zelo scrolls the element into view before clicking or filling it, reducing failed automated interactions.
Improved Browser automation: Automated browser actions now wait for pages to fully load and recover from changing page content more reliably, and a failure screenshot is saved when an automated step cannot complete
Added Product repair management: Zelo now includes product repair handling, allowing teams to create repair records, track repair progress, and connect repairs to the affected products and customers.
Added Fleet management: The Zelo profile now includes fleet management. This lets you track vehicles, maintenance, and fleet-related operations from the same ERP workspace.
Added Maintenance module: The maintenance module is now included in the default Zelo setup, so customers can plan preventive maintenance, track equipment issues, and manage work orders without installing an extra package.
Added Lunch menu management: Zelo now includes lunch menu management in the standard profile, allowing users to set up lunch offerings, handle orders, and manage related preferences without separately enabling an extra module.
Added Mass mailing: Zelo now includes built-in mass mailing capabilities, so teams can create, organize, and send email campaigns to contact lists. You can compose messages, target recipients, and track campaign activity from the same workspace as your other customer data.
Added Dashboard module: Zelo now includes the dashboard module in the default profile, so users can access ready-to-use dashboards and track key business metrics without installing an additional module.
Added Manufacturing module: Zelo now includes manufacturing capabilities in the default Zelo configuration. You can set up bills of materials, production orders, and work centers, then track material usage and finished-goods output directly within Zelo.
Added Recruitment management: Zelo now includes recruitment capabilities in the profile, so you can manage job openings, candidate pipelines, interviews, and hiring steps alongside attendance, expenses, and timesheets. This gives HR teams a single place to track applicants from first contact through offer.
Updated Italian delivery translations: Wording for delivery settings has been corrected so Italian users see clearer and more consistent labels when configuring carriers, shipping price rules, and sales order fields
Added Employee attendance: Zelo now includes employee attendance tracking, allowing teams to record check-ins and check-outs and giving managers a clear view of daily attendance for scheduling and payroll support
Updated Professional templates: The professional templates option is temporarily unavailable while a setup issue is being investigated. This keeps the module setup stable until the feature can be safely re-enabled.
Updated Changelog: This entry has no customer-visible changes. It was included to keep the release history complete. It does not affect any Zelo functionality.
Improved Zelo service startup: The background service that launches Zelo now performs startup checks with fewer unnecessary warnings, while still allowing slower systems extra time to become ready before reporting a problem.
Updated Contact address quality checks: We removed an outdated internal note from the quality checks for adding extra addresses to existing contacts. This keeps the behind-the-scenes verification cleaner and more reliable for future updates.
Updated Automated testing: We refined the automated end-to-end test run by pausing incomplete browser-based scenarios for sales invoicing, purchasing receipts, and project activity archiving. This helps quality checks focus on stable workflows and provides a clearer signal before updates are released.
Improved Automated documentation: Zelo’s documentation generation now includes all verified automated walkthroughs, giving customers more complete step-by-step guidance for common contact, product, and company setup tasks
Fixed Task subtitle: The subtitle field on project tasks is now configured consistently, so subtitle text displays as expected in task and card views.
Fixed Sales order line notes: The Notes field on individual sale order lines is now set up more reliably, so users can continue adding and viewing line-specific notes without disruption
Fixed Timesheet partner column: The partner column in project timesheets now displays reliably, making it easier to see which customer or partner is linked to each recorded time entry.
Updated Sales order documentation: The sales order guide now explains the full workflow from creating a customer and order to confirming, invoicing, and validating the invoice. It also includes a section for viewing orders that are ready to invoice, helping teams follow the process step by step.
Fixed Timesheet list alignment: The Partner column in the timesheet list now displays in the correct position, making timesheet entries easier to read.
Updated Product setup guide: The product guide now presents the setup steps with clearer bullet points and a highlighted heading, so users can more easily follow how to create and configure product details. It also makes it simpler to locate the inventory, sales, invoicing, and notes sections.
Updated Product setup guide: The product management documentation now explains the full setup flow for storable products, including base details, inventory, suppliers, sales, billing, and notes, so users can configure products more consistently.
Updated Contact documentation: The contact creation help text now clearly explains that you can create a contact from the Contacts area, a customer from Sales, or a supplier from Purchases
Added Contact documentation: The contacts help now includes a direct reference to the customer-creation workflow in the sales area. This makes it easier to find the guide for creating a customer from sales without leaving the contacts documentation.
Added Project documentation: Zelo now includes a clear project guide covering how to create a project, define stages, create internal activities, add activity details, and archive completed activities. This helps teams set up and manage project work more consistently.
Added Project activity archiving: You can now archive activities within a project, helping keep active task lists clean and making it easier to review completed or inactive work.
Added Project activity archiving: Completed project activities can now be archived, keeping active project views cleaner while preserving all related activity details for future reference
Fixed Project stage guides: The step-by-step documentation for defining project stages now handles expandable sections correctly and records each stage entry reliably, so users see accurate guidance when adding stages.
Updated Project activity documentation: The project workflow guide now includes more complete steps for adding team and supplier details and updating activity information, making project setup easier to follow in Zelo
Updated Task pad English wording: The English setup message for the task pad now correctly guides users to the company Configuration tab under General Settings, making it easier to connect the task pad to your company account.
Added Payment and stock logistics: Zelo now includes expanded payment and inventory workflow capabilities, allowing users to process payments and manage stock movements with more flexibility and fewer manual steps
Added Project solution column: Projects now include a Solution column and additional project functions, allowing users to record solution details and manage related project information directly in Zelo
Fixed Interactive development environment: Interactive sessions that rely on graphical display forwarding now start reliably. The display setting is now passed safely to the container, preventing startup failures in local development setups.
Added Interactive container access: You can now start an interactive Zelo container with X forwarding enabled, allowing graphical applications inside the container to appear on your local workstation. This makes it easier to inspect or work with Zelo in a Docker-based environment while using your local display.
Fixed Board columns: Adding new columns to sales pipelines and project boards now works more reliably. You can create new stages, such as approval or specification columns, without the quick-add action failing unexpectedly because Zelo now waits for the board to be ready before saving the new column.
Improved Browser automation: Automated browser actions can now confirm entries by pressing the Enter key, reducing unnecessary waits and making project setup flows more reliable
Fixed Italian address labels: Italian-language screens now display “Provincia” instead of “Stato” for province fields on contacts and opportunities, helping customers recognize location details more naturally.
Added Expense management: Zelo now includes a built-in expense module that lets employees submit work-related expenses and managers review, approve, and track reimbursements alongside payroll and accounting records
Added Project issue tracking: Zelo now supports issue tracking for projects, allowing teams to record problems, assign owners, and update their status without leaving the project. This makes it easier to monitor blockers and keep project progress accurate.
Added Customer creation: You can now create a new customer in Zelo from the sales area by entering the company name, address, country, website, and mobile number, then saving the record.
Updated Italian interface wording: Italian labels have been refined for clearer navigation and actions, including more consistent wording for Settings and invoice creation in sales workflows
Added Employee time off: Zelo now includes built-in holiday management, allowing employees to request time off and managers to review and approve those requests. This makes leave requests, approvals, and time-off records easier to manage within HR.
Added Employee timesheets: Zelo now includes a timesheet feature, so teams can record actual work time against projects and tasks. This makes it easier to track effort, review hours, and support accurate billing.
Added Italian certified email: Zelo now supports PEC (certified email), allowing Italian teams to manage certified messages and related communications directly within the system
Added Fiscal position support: Zelo now includes fiscal position support, so you can assign the correct tax rules to customers and suppliers based on their fiscal position. This makes invoices and tax calculations more accurate when different partners require different tax treatment.
Added Professional report templates: Zelo now offers a new set of professional print templates for invoices, delivery notes, purchase orders, sales orders, and picking documents. You can choose from multiple polished layouts and apply your preferred style as the default for your company, while previous standard report options are disabled in the profile to keep report settings cleaner.
Added Timesheet and task details: The timesheet list now includes a Partner column so users can see which customer each entry belongs to, and tasks can show a subtitle for clearer context.
Added Project subtitles: You can now add a subtitle to each project, and it appears on the project form and Kanban view for easier identification
Added Sales order line notes: You can now add a note to each line on a sales order. This lets teams record product-specific details, special instructions, or follow-up reminders directly next to the related product line, and the note remains visible in both form and list views.
Added Project documentation: Zelo now includes guided documentation for the Projects area, helping users open Projects from the main menu and create a new project with clear step-by-step instructions
Updated Italian sales team translation: The Italian label for the sales pipeline now reads “Le Mie Opportunità” on the sales team dashboard, making it clearer for Italian users. This improves consistency and readability in Zelo’s Italian interface.
Updated Italian CRM translation: The CRM menu label “My Pipeline” is now translated as “Le Mie Opportunità” in Italian. This makes the Italian CRM interface clearer for users reviewing their sales opportunities.
Updated Italian localization: The Italian interface now displays a clear message when a field type cannot be changed, guiding users to remove and recreate the field instead of attempting to change it directly
Fixed Italian accounting labels: The Italian label for Vendor Bills now displays with consistent capitalization. This makes the Accounting menu and related bill views clearer for Italian-speaking users.
Updated Italian translations: Several Italian interface labels and messages have been corrected, so menus, settings, and common terms now display more consistently in Italian. Users working in Italian will see clearer wording across many Zelo modules, making the system easier to understand and use.
Fixed Italian interface labels: Menus, buttons, and guided workflows now use the correct Italian wording, so purchase, product, vendor, and order steps work consistently when Zelo is displayed in Italian.
Updated Core system: Zelo’s core system has been updated to the latest stable version, bringing recent platform improvements and consistency fixes to all connected modules. This keeps the overall system stable and ready for day-to-day operations.
Updated Automated documentation: The automated documentation process now follows Italian interface labels when generating browser-based guides. This helps the generated instructions match the Italian menus, buttons, and settings users see in Zelo.
Updated Contributions module: The Contributions add-on has been refreshed to the latest compatible release, helping keep contribution-related workflows stable and consistent with recent Zelo updates. This update ensures the module continues to work smoothly alongside the rest of your Zelo environment.
Updated Reporting engine: The reporting engine has been updated to maintain stable report generation and compatibility with recent Zelo improvements. Customers can expect reports to continue building and exporting reliably.
Updated Web interface: Zelo’s web interface components were refreshed to the latest stable release, helping screens and browser interactions stay current and reliable.
Compatibility Step-by-step documentation: The automated documentation generator now follows the Italian interface labels, so generated guides show the same buttons and menu names customers see in Zelo. This makes the instructions easier to follow for users working in Italian.
Updated Social add-on: The social add-on has been refreshed to a newer version, helping keep Zelo’s social features current and working smoothly.
Updated Contact management: The partner-contact extension has been refreshed to the latest supported release. This keeps contact records, related partner fields, and contact-related workflows aligned with current Zelo behavior.
Updated Italian localization: The Italian localization package has been updated to the latest release, bringing current compliance, accounting, and tax-related improvements to Italian workflows in Zelo.
Updated CRM module: The CRM add-on has been updated to the latest supported version, bringing refreshed lead, opportunity, and customer interaction features. This helps keep your sales pipeline and customer records current and compatible with the latest Zelo updates.
Updated Analytical accounting: The analytical accounting module was refreshed to its latest compatible version, ensuring analytic tags, cost centers, and accounting entries continue to work accurately together.
Updated Niboo integration: The Niboo community integration was refreshed to a newer build, improving compatibility with the current Zelo environment and bringing in recent maintenance fixes.
Updated Miscellaneous add-ons: The miscellaneous add-ons have been updated to the latest stable release, bringing recent fixes and minor usability improvements to the helper tools that support everyday workflows
Removed English translation setup: Zelo no longer keeps extra placeholder files for the US English language pack, allowing translation files to be recognized and applied directly for a cleaner language setup.
Updated Translations: Zelo now loads translation files for all available languages during database setup, so users can see localized labels and messages in their selected language
Updated Italian translations: The Italian translation package now follows the standard module structure, so language translations load and update more reliably in Zelo
Removed Translation files: An outdated English translation file was removed, helping keep Zelo’s language resources current and reducing the chance of stale interface text
Updated English language text: Corrected minor wording in the English interface for Indian accounting. The Indian Chart of Accounts help text now reads more clearly, especially the note that the revised Schedule VI balance sheet format is vertical and supported in Zelo.
Updated Italian translation corrections: The Italian language pack received small wording fixes, and product/help texts now consistently refer to Zelo. This makes Italian menus, help screens, and module descriptions more consistent and professional.
Added American English translation: Zelo now includes a dedicated American English language pack, so users can see menus, labels, and standard interface text in US English. The translation structure was also reorganized to keep US English and Italian translations separate and easier to maintain.
Fixed Service startup: The Zelo server startup process no longer runs in verbose debug mode, so administrators see cleaner logs when starting or restarting the service
Improved Service startup: Zelo now allows the server service more time to start before marking it failed, which prevents temporary startup errors on slower machines and helps the application become available more reliably.
Improved Server startup diagnostics: The Zelo server startup process now captures more detailed diagnostic information. This helps support teams quickly identify and resolve issues during container creation.
Fixed Test database setup: The automated test database now clears temporary startup files between setup steps, helping the database and Zelo services start more reliably.
Improved Test database environment: Leftover database and application process files are no longer included in the test environment. This helps it start more cleanly and reduces the chance of stale runtime information affecting startup.
Improved Test environment setup: The test environment now pauses Zelo and database services after initial system setup and before database configuration, making the test database start more reliably
Updated Default language: New Zelo installations now use Italian as the default language, so menus, labels, and standard reports appear in Italian without extra setup.
Updated User guide screenshots: The contact and product guide now reference the correct screenshots. CRM lead workflow examples are also included in the automated documentation.
Fixed Italian localization: Italian language strings now render correctly across many standard Zelo features, including accounting, contacts, sales, inventory, HR, and website. This improves readability of menus, forms, messages, and reports for Italian-speaking users.
Fixed Translation accuracy: Corrected wording in Zelo’s translated interface so supported languages display clearer and more consistent messages across multiple modules. This makes menus, buttons, notifications, and reports easier to understand for non-English users.
Updated Product naming: User-facing translations now consistently display Zelo instead of older product references across many modules. Customers will see the correct Zelo name in menus, messages, reports, and portal content, making the experience more consistent in every supported language.
Fixed Development database setup: The development database setup now verifies the PostgreSQL repository over a secure connection more reliably, reducing failed test environment installations.
Added Initial interface translations: Zelo now includes a first set of translated interface labels and standard texts, making more screens easier to use in a new language. The translation structure has also been reorganized to support consistent updates across core business areas.
Added Product documentation: A new product section has been added to the Zelo user manual. It provides clearer guidance on product-related workflows, making it easier to find and understand product setup instructions.
Updated Contact documentation: The contacts guide now explains how to create customer and supplier contacts in clearer language. It covers required fields, internal notes, and additional sections for addresses, sales, purchasing, and accounting.
Updated Contact documentation: The contact section of the Zelo manual now explains how to create individual and company contacts, add internal notes, manage addresses, and configure sales, purchasing, and accounting details. This helps users understand where to record customer and supplier information and how to keep each contact complete.
Fixed Guided browser workflows: Automated walkthroughs now locate menu items and actions more reliably across different interface languages, keeping documentation steps and automated checks working when labels are localized
Fixed Guided purchase and contact flows: Guided steps in Zelo now follow the correct Italian screen labels for purchases, vendors, contacts, and CRM, so users can complete these flows smoothly without navigation errors
Updated Purchase receiving and vendor bills: The purchase order receiving, vendor bill creation, and payment registration steps were refined to keep Zelo’s guided purchase process aligned with the current interface
Added Purchases guide: Zelo now includes a dedicated purchases guide. It explains how to create purchase orders, receive and validate goods, process returns, record supplier invoices, and register payments.
Added CRM documentation: Zelo now includes a new CRM guide with screenshots showing lead setup, lead list views, lead conversion, and calendar event creation options
Added Pipeline documentation: Zelo now includes illustrated guidance for the sales pipeline, showing how to create opportunities, move them through stages, add internal notes, manage followers, customize pipeline columns, and close deals. This makes it easier for sales teams to understand and use the pipeline workflow consistently.
Added User onboarding guide: The Zelo manual now includes a new section that explains how to create and configure user accounts. It covers preferences, password changes, and seller assignments.
Added Sales order guide: A new user guide section for sales orders is available, with step-by-step screenshots covering creating an order, reviewing its pending status, choosing what to invoice, and generating draft or confirmed invoices.
Added Company information guide: The Zelo manual now includes a dedicated section for company information setup, with screenshots showing both the empty configuration screen and the completed company data screen
Added Product documentation: A new product section has been added to the Zelo user manual, with screenshots that explain product details, inventory, sales, billing, notes, and quantity changes. The contacts section also includes added visuals for contact and address information.
Added Purchasing guide: Added a new documentation page that walks you through the purchase process, including creating suppliers, preparing and confirming purchase orders, receiving goods, checking stock, and creating purchase invoices. This makes it easier to follow the standard procurement workflow in Zelo.
Added Purchase orders and supplier invoicing: You can now receive goods against purchase orders, adjust quantities during receipt, and check stock availability. Supplier invoices can also be created directly from purchase orders, making purchasing and accounting workflows easier to follow in Zelo.
Updated Internal maintenance: A small cleanup was made to Zelo’s browser automation setup, helping keep automated browser tasks consistent and dependable
Updated Automated CRM checks: A few unstable CRM browser checks are temporarily paused so routine quality validation can run more reliably. This does not affect normal CRM features in Zelo; it only helps prevent false test failures while the affected scenarios are stabilized.
Octobre 2017
Fixed Database setup: A small consistency issue in the database configuration process was corrected, helping ensure setup runs smoothly when preparing Zelo environments
Fixed PDF document generation: Zelo now applies the correct automatic page-fitting setting to every paper size, so reports and documents are less likely to appear cut off or incorrectly scaled
Updated New database defaults: New Zelo databases are now initialized with Italy as the default country, so Italian localization settings are preselected during setup. This reduces manual configuration for Italian customers while still allowing the country to be specified if a different region is required.
Updated Report preview tooling: The report preview component now uses a maintained source, ensuring document previews and exports continue to work reliably. No action is needed for existing Zelo users.
Added Purchase order documentation: Zelo now includes step-by-step guidance for purchase orders, showing how to assign a supplier, create an order, confirm it, and receive purchased products. Users get a clearer view of the complete purchasing process.
Updated Italian localization: The Italian localization pack was refreshed to keep tax, accounting, and reporting behavior aligned with current requirements
Fixed Module update helper: The internal helper used to refresh optional Zelo modules now prints a clear separator and avoids a shell warning, making automatic updates easier to follow.
Improved Installation dependencies: Zelo’s server setup now installs most Python libraries as standard system packages and keeps the remaining specialized packages in a managed list. This makes new installations and upgrades more consistent and reduces the chance of missing or conflicting libraries.
Updated Add-on update process: The automatic add-on update routine has been reorganized into a dedicated development area, making future maintenance and testing easier. This helps Zelo keep add-on updates more consistent and records failed update attempts more reliably.
Updated CRM module: The customer relationship management module has been refreshed with the latest internal updates. Lead tracking, opportunity pipelines, and customer records now benefit from the current set of fixes and improvements.
Updated Niboo integration: The Niboo connector has been refreshed to a newer release, helping keep bank statement and payment data exchanges more stable and compatible.
Updated Core application: The main application package has been refreshed to the latest stable core, bringing current runtime and shared platform components used across Zelo modules. This helps keep the system consistent and reliable while supporting the latest platform behavior.
Updated Browser testing support: The automated browser testing tools were refreshed to a newer stable version, improving reliability when running UI checks. This helps Zelo verify screen interactions and user flows more consistently.
Updated Contributions add-on: The bundled contributions add-on has been refreshed to a newer revision, bringing in recent fixes and compatibility improvements for smoother use in Zelo
Updated Web experience: Zelo’s browser interface has been updated with the latest web enhancements, improving layout consistency and interaction reliability across pages. This helps ensure lists, forms, and dashboards load and respond more smoothly during daily use.
Updated Social module: The social collaboration add-on has been updated to the latest compatible release, bringing recent enhancements and stability improvements to social feeds and community features.
Updated Project management: The project module has been refreshed to the latest supported release, so task tracking, milestones, and project dashboards now use the most current features and fixes.
Updated Contact management: The contact and partner components have been updated to the latest supported version, helping keep customer, vendor, and contact records consistent across sales, purchasing, and reporting.
Updated Analytic accounting: The analytic accounting integration has been refreshed to the latest supported version, helping keep analytic tracking, journal entries, and related reporting consistent within Zelo.
Updated Utility components: A set of background helper components has been updated to the latest stable release, helping keep Zelo stable and incorporating recent maintenance fixes
Improved Add-on module updates: Zelo now automatically tests updates to optional modules before applying them, and rolls back any update that fails, helping keep your system stable
Updated Sales CRM checks: We removed an unused reference from the automated CRM navigation checks. This keeps CRM contact and sales workflow checks cleaner and helps maintain a consistent CRM experience in Zelo.
Improved Secure package installation: Zelo now installs required software components using secure package channels, making setup and updates more reliable and reducing exposure to unsafe download connections
Updated Core platform: Zelo has been refreshed to the latest base release, ensuring the system includes recent stability, security, and compatibility improvements across all modules
Added Italian bank localisation: Zelo now includes Italian bank-related support, helping companies configure bank accounts and use local banking workflows where available
Improved Purchase supplier flow: The purchase workflow now includes supplier creation before supplier assignment, so users can run the complete sequence without missing the initial setup step
Added Product vendor assignment: You can now assign a supplier to a product from the Purchases section and define supplier-specific details such as the supplier’s product name, minimum order quantity, price, and delivery lead time. This helps teams keep accurate purchasing terms and preferred vendor information for each product.
Fixed Database setup: A small code-quality fix was applied to the database configuration process, helping keep Zelo’s setup and maintenance stable
Improved Server service management: Zelo’s built-in controls for starting, stopping, and checking the server now provide clearer status messages and more reliable behavior. This makes routine maintenance and troubleshooting easier for administrators.
Updated Server service management: Starting, stopping, and checking the Zelo server now provide clearer status messages. Default startup and monitoring settings are also refined, making routine database updates less disruptive.
Added Container terminal tooling: The default Zelo container now includes a terminal session tool, so you can run and keep track of multiple command-line sessions inside the container without extra setup.
Updated Website support: The Website Support module has been temporarily disabled in the standard Zelo module set, so its support website pages and related functionality are not loaded at this time. This is a short-term change to prevent a known stability issue, and the module will be re-enabled after the fix is verified.
Added Supplier creation: You can now create a supplier directly from the Purchases area. This makes it easier to add vendor details such as name, address, phone, and website before starting purchase workflows.
Added Fiscal code support: Zelo now includes the support needed to process Italian fiscal codes. This helps related fields and validations work reliably where fiscal code data is used.
Updated Italian localization: The Italy-specific localization components have been refreshed to the latest supported release. This helps ensure Italian tax, accounting, and compliance features remain current for businesses operating in Italy.
Fixed Quick database testing: The quick database testing guide now references the correct setup command for creating and running a test database. The test environment also starts without an unnecessary local connection dependency, making test setup simpler and more reliable.
Added Quick test database: You can now start a ready-made Zelo test environment with an empty database, which removes the need to repeat the full setup for each module check or documentation task. This makes testing faster and easier to keep consistent.
Fixed Functional test execution: Zelo now waits for the service to respond before starting functional tests, helping prevent false failures when the application is still starting
Improved Automated testing: Quality checks now run on an isolated copy of Zelo, reducing interference between separate test runs. This helps keep updates more stable and dependable.
Updated Niboo integration: Zelo now includes the latest Niboo community update, helping keep Niboo-related workflows current and reducing compatibility issues.
Added Website help desk: Zelo now includes a website support portal where visitors can submit support tickets. Your team can organize requests by category and priority, track them through defined statuses, and keep ticket history connected to the customer or company record.
Added Per-user email servers: Zelo can now route outgoing emails through user-specific SMTP servers, automatically matching the server to the sender address in the email or template. Incoming mail can also be connected per user, and Reply-To is aligned with the sender address for more reliable delivery.
Added Professional report templates: You can now choose from new professional templates for invoices, sales orders, purchase orders, purchase quotations, and delivery slips. Each template can be set as the company default, so generated PDF documents use a consistent, polished layout without manual formatting.
Removed Education test setup: An internal test-database setup option for education-related testing has been removed. Standard Zelo test environments and customer-facing functionality remain unaffected.
Updated Query timeout: Zelo now allows long-running queries to run for up to 10 minutes by default, so complex reports and large data operations are less likely to stop unexpectedly.
Updated Internal testing pipeline: Routine unit test runs are now triggered manually, reducing unnecessary pipeline activity and helping keep other quality checks available
Improved Quality assurance: Automated tests now start from a fresh database for each test, making validation of Zelo features more consistent. This helps reduce unexpected test failures and improves confidence in updates.
Improved Quality checks: Zelo’s internal validation now reuses the test environment between checks, making quality reviews faster and more reliable
Removed Education test option: The legacy education testing option has been removed from Zelo’s automated test setup, so test runs now focus only on current Zelo functionality.
Updated Automated testing: Quality checks for each Zelo module now log only errors, giving clearer feedback and reducing unnecessary noise.
Fixed Background worker configuration: Zelo now runs with multiple worker processes disabled by default, which prevents unstable behavior during system validation and helps keep routine checks and maintenance more reliable.
Improved Automated quality checks: Zelo’s internal testing now runs against a dedicated test database with four parallel workers enabled by default, helping validation complete more quickly and consistently. This reduces the chance of missed issues before updates are released to customers.
Updated PDF generation: Zelo now includes the required document formatting components, so PDF reports, invoices, and other generated documents render more consistently.
Improved Internal testing: Zelo can now run its core quality checks without initializing any module. This gives the team a faster way to verify the platform and catch potential issues before they affect your workflows.
Updated Module profile cleanup: The standard Zelo module profile no longer includes unnecessary blank lines, helping module installation and update tasks read the module list more consistently. This keeps the standard module list tidy and easier to maintain.
Updated Core platform: The underlying Zelo platform has been refreshed to the latest stable core version, keeping the system aligned with the current foundation and helping maintain stable behavior across modules.
Improved Default configuration: Zelo now ships with simpler default settings, including a larger database connection limit. This reduces setup complexity and helps the system support more simultaneous activity.
Updated Documentation: The documentation now provides clearer guidance for updating project components, discarding unwanted changes, and working safely in isolated container environments
Improved Package installation: Zelo can now download required packages through an HTTP-based caching proxy when one is available. This can speed up installations and updates by reusing previously downloaded packages instead of fetching them again.
Removed Education extension: The standalone education extension has been removed from the standard Zelo installation. Education-specific features from that extension are no longer included; customers needing those workflows should use a supported Zelo education module or custom setup.
Removed Education add-on: The older education add-on is no longer bundled with Zelo. If your organization used this add-on, it will need to be replaced or migrated before relying on those education features, while all other standard Zelo modules continue to work normally.
Updated Education translations: School and education screens now load localized text from the consolidated translation set. This keeps labels consistent across all supported languages.
Improved Default performance limits: Zelo now applies a default CPU time limit and overall request timeout of 600 seconds, helping long-running operations stay efficient and preventing them from consuming excessive server resources. This helps keep the system responsive for all users.
Updated Project management: The built-in project management area has been updated to the latest supported release. This brings recent refinements to how projects, tasks, and project-related records are handled.
Added Analytic accounting: Zelo now includes analytic accounting support, letting you tag accounting entries and invoices with analytic accounts to track costs and revenues by project, department, or other custom dimensions. This improves reporting and budgeting visibility without changing standard accounting workflows.
Improved Database connections: The database connection limit has been raised so Zelo can support many more users working at the same time. This helps prevent connection-related errors during peak usage.
Improved System performance: Zelo now handles more simultaneous user requests and supports a larger number of active database connections. This helps keep project workflows and other modules responsive for larger teams.
Added Project task materials: Zelo now supports assigning materials to project tasks and tracking related stock, helping teams plan and monitor material usage across projects.
Fixed Calendar events: Opening the Calendar and creating events now work reliably. You can switch to the Month view, select a date, and record meetings without the previous unexpected behavior.
Improved Installation reliability: Zelo setup now verifies current system package information before installing required components, helping avoid setup issues caused by outdated package data
Added CRM documentation: New guides now help you enable lead tracking, create leads, convert them into opportunities, and close sales, making the full sales workflow easier to follow in Zelo
Updated Automated quality checks: The background test process has been simplified to remove extra setup and cleanup steps, helping Zelo verify updates more consistently before release
Updated Container command handling: The way Zelo prepares and runs its isolated container environment has been streamlined, making support and deployment tasks more consistent and easier to maintain
Added Docker deployment options: Zelo now supports running Docker using either a mounted repository or a copied repository, giving administrators more flexibility for tests, updates, and isolated command execution
Improved Development container: Testing sessions now start faster and stay synchronized with your local Zelo project by using the files directly instead of copying them into the container. This makes local validation more reliable and reduces unnecessary duplication of project data.
Improved Education module testing: Automated unit tests for the education module now assume the background Zelo service is stopped and remains stopped during cleanup, making test runs more predictable. This helps ensure education-related features are validated consistently.
Improved Automated testing: Zelo’s quality checks now assume the server is already stopped and no longer attempt to stop it again during cleanup, making test runs smoother and more reliable
Improved Database performance: The database settings used for Zelo’s internal testing have been tuned for better memory and write behavior. This helps automated checks run faster and more reliably, supporting smoother releases.
Improved Database setup: Database configuration and translation import now use a clearer command structure, helping ensure Zelo databases are set up more consistently during installation or maintenance
Fixed Test environment setup: Automated test preparation now stops the monitoring service only after it is installed, preventing errors when running tests on a fresh environment
Fixed Local test setup: Test setup now stops the monitoring service only after it has been installed, and stops the server before resetting the test database, making automated test runs more reliable on fresh machines
Fixed Education module testing: Automated quality checks now pause the background monitoring service before running and restart it afterward, so the tests complete more reliably without leaving the environment in an inconsistent state
Fixed Automated test execution: Automated test runs now pause background service monitoring before starting and restore it afterward. This prevents service conflicts and helps tests complete more reliably.
Improved Database setup: Zelo now stops and reports setup errors immediately instead of repeatedly retrying failed database or module operations. This makes installation problems easier to detect and resolve, and avoids confusing repeated attempts.
Improved Service restart monitoring: Zelo’s automatic health check now allows a few more failed web-service checks before restarting the service. This helps reduce unnecessary restarts during short network or performance interruptions.
Fixed Translation loading: Language translations now import correctly when a new Zelo database is configured or updated, so menus, labels, and help text display in the selected language
Added Pipeline help guide: Zelo now includes a dedicated guide for the sales pipeline, helping users follow the workflow from contacts to sales orders. The guide also links to related tasks such as assigning a salesperson to a contact and managing user access.
Updated Database setup: Database configuration now avoids automatic retry loops during module installation and translation imports, so setup finishes more predictably and issues are easier to identify
Improved Maintenance routine: Background maintenance now automatically optimizes storage when needed, helping keep updates smoother and reducing unnecessary growth over time
Updated System maintenance: This release does not change any Zelo modules or user settings. It supports automated quality checks, helping ensure future updates are delivered smoothly.
Fixed Database setup: The database preparation process now imports translations more reliably by using a single uninterrupted setup command. This helps ensure language files are applied correctly when configuring a Zelo database.
Fixed Service monitoring: The service monitoring setup now uses valid configuration, so Zelo can correctly watch the server process and restart it if needed. This helps keep the system available without manual intervention.
Septembre 2017
Added Italian bank directory: Zelo now includes a built-in list of Italian bank branches with names, addresses, and ABI/CAB codes. This helps users select the correct bank quickly when managing payments, bank accounts, and accounting entries.
Fixed Automated testing: The automated testing process now finishes its final cleanup correctly, helping Zelo updates pass validation more reliably
Improved Automated quality checks: Zelo’s automated test environment now prepares and cleans up consistently before and after each test run, so quality checks complete more reliably and don’t leave stale data behind
Improved Build maintenance: Automated disk cleanup now runs more thoroughly on internal build servers, freeing extra storage so Zelo updates and quality checks are less likely to fail due to low space
Updated Accounting memo account type: Zelo’s accounting memo account type setup was reorganized internally to follow standard module packaging rules. This keeps the feature available as before and helps future updates install more reliably.
Improved Release testing: Automated quality checks now set up shared components locally, reducing repeated downloads and helping test runs finish more efficiently
Fixed Sales pipeline: The My Pipeline view in Sales now opens reliably, so users can access their own opportunities without navigation errors
Added Memo account type: A new memo account type is now available in the Chart of Accounts, giving accountants a dedicated option for order-related memo accounts. This type can be assigned to accounts when setting up or maintaining the chart, making it easier to track memo balances without mixing them with standard account categories.
Fixed Database update process: The update process now imports translation files correctly, so language data is applied during setup or upgrades. Customers can rely on Zelo to finish database preparation without missing translations.
Improved Responsive forms: Zelo can now recognize certain form controls even when they are not currently visible, helping responsive layouts behave more reliably on different screen sizes
Fixed Translation file loading: Zelo now loads translation files without changing database configuration during setup or updates. Italian translations are applied more reliably, and existing configuration settings stay intact.
Fixed Database update: Fixed an error that could occur during the update process after changes were applied. Updates now complete more reliably, helping keep Zelo’s configuration and translations in sync.
Fixed Test database setup: The test database setup now starts the required background service correctly, so creating test databases is more reliable. This helps reduce unexpected setup failures when preparing local or demo test environments.
Improved Service monitoring: Zelo’s background service monitor now checks the web server more carefully and restarts it after repeated failures. It also pauses monitoring during maintenance tasks, reducing unnecessary interruptions and helping keep the system available.
Fixed Module content updates: Zelo modules now refresh more reliably after maintenance, reducing the chance that expected content is missing when you open updated modules
Improved Module installation: Zelo now detects when a module installation gets stuck, cancels the pending action, and automatically retries the install. This makes setup and module updates more reliable by reducing the chance of a failed installation.
Added Sales pipeline help: New documentation and screenshots now guide users through viewing the sales pipeline, creating opportunities, and editing opportunity details. The updated help content also covers contact records and related sales views.
Improved Test automation: The test environment now waits for the application to be ready before preparing test data. This makes automated validation runs more reliable and less prone to timing-related failures.
Improved Local startup wait: Zelo now shows a clear waiting message while it checks for the local web service, helping you monitor setup or restart progress
Fixed Database configuration: Database setup and updates now wait for the local Zelo server to respond before continuing. This prevents intermittent failures when the service is still starting.
Fixed System installation: Zelo now includes all required software components for browser automation and local health checks, so new installations and updates set up more reliably.
Fixed Service startup: Starting Zelo now checks whether the service is already active before proceeding. If it is already running, the start command reports success instead of failing, and if a previous start record remains without a live service, it clearly indicates the issue.
Improved Upgrade testing: Upgrade tests now display the previous and current release versions being used, making test runs easier to follow
Improved Database setup: Zelo now uses a more reliable retry approach when preparing the database, along with better memory and connection settings, helping installations and maintenance complete more smoothly during temporary database issues
Improved Module installation: Zelo now retries module installation when a temporary pending state occurs, making database setup more reliable when adding required modules
Fixed Service monitoring: A small configuration correction makes the background monitoring setup more reliable. This helps Zelo detect and restart the service automatically when needed, improving overall availability.
Improved Service recovery: Zelo now keeps trying to recover if the web service becomes unresponsive, instead of giving up after a few restart attempts. This helps reduce downtime and makes the system more resilient.
Updated Browser testing support: The automated browser testing support for Zelo web screens has been refreshed to a newer version, improving reliability when verifying pages, controls, and user workflows during upgrades and quality checks
Updated Contributions package: Zelo now includes the latest version of the contributions package, keeping contributed features aligned with current fixes and ensuring more consistent behavior across related workflows
Updated Report generation: The report engine has been updated to a newer stable version, helping reports across Zelo generate more consistently. This update maintains support for existing report layouts, data sources, and export formats. No action is required for reports to continue working as expected.
Updated Social integration: The social feed components have been updated to the latest stable version. This improves compatibility and reliability when posting or displaying social content in Zelo.
Updated Contact management: The partner and contact area has been updated to the latest release, bringing refinements to how contact records are created, linked, and displayed. This helps teams keep customer and supplier contact information more consistent across Zelo.
Updated Italian localization: Zelo’s Italian tax and regulatory features are refreshed to the latest localization package, helping e-invoicing, tax reporting, and invoice processing stay aligned with current Italian requirements
Updated Sales and lead management: The CRM-related features in Zelo have been refreshed to the latest supported version, improving overall compatibility and stability for pipeline and opportunity workflows
Fixed Update process: Zelo can now retrieve all available module versions from linked update sources even when a repository is not configured with the expected branch settings, helping prevent failed updates during maintenance.
Updated Niboo integration: The bundled Niboo module has been refreshed to the latest community release, keeping it aligned with current Zelo behavior and helping ensure continued compatibility with related payment and invoicing workflows.
Updated Optional add-ons: Zelo’s miscellaneous add-on bundle has been refreshed to the latest version, bringing recent enhancements and fixes into the platform. This keeps optional features aligned with the current release and helps ensure smoother day-to-day use.
Updated Mail integration: Zelo’s email and messaging support has been updated to the latest compatible version, helping ensure that email-related features such as notifications, document communication, and message threads continue to work smoothly with the rest of the system.
Updated Core platform: Zelo’s core platform components have been refreshed to the latest supported base, helping keep the system stable and compatible with current platform features
Improved Database configuration: Zelo now retries database setup more persistently when it encounters a temporary pending action, attempting up to 15 times with a one-minute pause. This helps initial setup complete more reliably without manual intervention.
Fixed System setup: Zelo now prepares required installation components more reliably during setup, helping new environments and test runs complete without unexpected interruptions
Improved System setup: The base system setup now prepares all dependent components automatically, so installations and test environments are more complete and less likely to miss required pieces
Improved Upgrade validation: Database upgrade checks now stop and report clearly when a problem occurs. This helps administrators move Zelo between versions with more confidence.
Added Sales pipeline documentation: Zelo now includes new documentation sections for creating and editing sales opportunities, helping users manage potential deals more clearly within the sales pipeline.
Fixed Help documentation: The online help now includes a clear guide for viewing the sales pipeline. It also corrects the company information setup page so the title and linked instructions display properly.
Fixed Upgrade testing: The automated upgrade check now correctly identifies the previous release when testing database upgrades, helping ensure smoother and more reliable updates in Zelo.
Fixed Automated quality checks: The automated test configuration has been corrected so routine update checks run reliably, helping catch issues before they reach your Zelo environment
Improved Update reliability: Zelo now includes additional automated upgrade checks between releases, helping ensure database updates complete smoothly. This gives customers more confidence that their data and configurations carry over correctly after an update.
Fixed Sales invoicing: Invoicing a sales order now works more reliably after moving from Accounting to Sales, with Zelo selecting the correct invoicing action to reduce failed invoice creation steps.
Improved Database updates: Database updates now use Zelo’s built-in server update routine, which applies changes more consistently across all modules. The process also automatically retries when a temporary pending operation is detected, reducing failed or interrupted updates.
Fixed Update reliability: Zelo now refreshes supporting components during maintenance without limiting the amount of version history retrieved, reducing the chance that outdated references cause unexpected problems.
Added Manual database update: Administrators can now run a controlled database update directly from the Zelo server service. The update safely pauses monitoring and the server, applies the requested database changes, and restarts the service when finished.
Improved Test database performance: The test database used for Zelo validation is tuned to reduce background maintenance, helping test runs stay more consistent and responsive
Added Sales pipeline: You can now open your sales pipeline in Zelo, create new opportunities with a customer and planned revenue, and start editing existing opportunities from the Sales menu
Fixed Italian translations: Assignment and library terms now display clearer wording. The reviewer label and barcode validation message are more accurate for Italian users.
Added Business website theme: A new ready-to-use website theme is now available, giving your Zelo website a polished business look with prebuilt sections for services, team, pricing, testimonials, and contact information. The theme helps present your company professionally and can be customized to match your brand.
Updated Italian interface text: Zelo now displays clearer Italian labels in education-related areas such as activities, assignments, attendance, timetables, fees, and library. Terms that previously referred to a faculty now use more natural wording for the teacher or instructor, making forms, dashboards, and reports easier to read. This improves consistency across screens and helps users understand who is responsible for each academic item.
Added Italian translations: Zelo now includes Italian translations for accounting, HR, purchasing, sales, inventory, point of sale, reporting, and related areas. Users can switch their preferred language to Italian and see menus, fields, and messages in those areas in their own language.
Improved Education module testing: The testing process for education-related features now uses a consistent automated test runner, helping Zelo verify that updates work correctly before they reach your system
Improved Automated setup checks: The automated syntax validation now targets only the intended deployment configuration files, making environment checks more accurate and less likely to flag unrelated files
Improved Database testing: Automated tests now use a consistent database configuration, helping Zelo catch setup issues earlier and keep updates more reliable
Added Default database setup: Zelo now includes a default PostgreSQL 9.6 configuration for the database server, giving administrators a consistent starting point for connections, security, and runtime settings. This helps new deployments start with sensible defaults and reduces manual setup time.
Fixed Automated quality checks: The automated test process now runs more reliably, reducing unexpected failures during updates and helping ensure Zelo modules continue to behave as expected
Improved Automated quality checks: Module tests now run independently so a problem in one area no longer hides issues in another, giving a more reliable release
Fixed Installation setup: The setup process no longer references a missing add-on. This prevents unnecessary errors during installation or updates.
Updated Standard Zelo setup: The main Zelo configuration now includes the additional standard applications that were previously available only in a temporary test profile, and that test profile has been removed. New Zelo environments will start with a cleaner, more complete configuration without obsolete test-only options.
Improved Extension loading: Zelo no longer points to an outdated extra extension location. This helps the system discover and load available add-ons more smoothly.
Added External sales commissions: You can now set commission levels for external sales users and track commission amounts on sales orders, invoices, and payments. Zelo calculates the amount automatically based on the configured percentage and includes it in payment records for easier reconciliation. This makes it simpler to manage external sales partners and pay commissions accurately.
Fixed External user sales commissions: The sales commission setup for external users is now organized correctly, so commission levels, invoice and payment calculations, and related commission records work reliably in Zelo.
Added External sales commissions: Zelo now supports commission tracking for external sales contributors, so organizations can include outside salespeople in commission calculations and reporting
Added External sales commissions: You can now track and settle sales commissions for external users, with commission levels tied to products, invoices, and payments so commission amounts are calculated automatically as sales become invoiced and paid
Removed External user commissions: The separate support for managing and paying sales commissions to external users has been removed. Teams should now use Zelo’s built-in commission settings for the commission workflows that remain available.
Added External sales commissions: You can now configure commission levels for external sales partners and calculate commissions from sales orders and customer invoices. Commission amounts are tracked through payments, making it easier to review and settle what external partners have earned.
Added External sales commission payments: Zelo now includes a new optional module for managing commission payments to external users. You can enable it in your sales setup to record and track commission amounts for partners or outside sales representatives, with translated labels for easier use across languages.
Removed Sales commission feature: The legacy sales commission feature has been removed from Zelo, so related commission settings, sale order and partner commission data, payroll commission rules, and commission summary reports are no longer displayed. This reduces clutter and helps customers focus on the supported commission workflow.
Fixed Sales commission calculation: Sales order commissions are now calculated using the pre-tax order amount rather than the tax-included total. This ensures commission percentages are applied to the actual untaxed sale value for customer and sales team commission rules, giving users more accurate commission figures.
Added Sales commission management: You can now define commission rules for salespeople, products, partners, and sales teams. Zelo can track commission amounts on sales orders, generate commission summary reports, and pay approved commissions through payroll.
Added Email alias cleanup: Administrators can now remove catch-all email alias parameters in Zelo, making it easier to tidy up automatic email routing and avoid stale aliases affecting incoming messages
Added Email alias cleanup: You can now remove the default catch-all email alias from Zelo’s mail configuration. This helps keep email routing settings clean and avoids leftover default alias entries.
Added Sent messages Italian translations: The wording for the sent-messages feature, including email composition and message status labels, is now available in Italian. Users who use Zelo in Italian will see consistent translated labels and help texts instead of default language entries.
Added Test database setup: A new isolated test database option is now available for local configuration checks, giving teams a safe environment to validate Zelo changes before moving them to production
Added Test module profile: A new preconfigured profile is now available as a starting point copied from the standard Zelo setup, giving users a consistent baseline of accounting, sales, inventory, CRM, and document modules for testing or comparison.
Fixed Add-on path correction: The setup process now points to the correct contributions add-on folder, so Zelo can find and include the expected add-on during installation or updates without manual intervention.
Added Help Online translation: The Help Online module now supports Italian. Support menus, help import and export screens, and support user roles are translated, making the online help area easier to use for Italian-speaking teams.
Added Extended add-on library: Zelo now includes an additional collection of contributed modules, expanding the range of ready-to-use tools available for workflows, reporting, and administration. This makes it easier to enable extra capabilities as part of the system setup.
Fixed Database setup: Database setup and upgrades now complete reliably, ensuring translations are loaded correctly using the right administrator credentials
Added Sales order documentation: The help guide now includes a sales order section. It explains how to create a sales order in Zelo and links to the step-by-step sales order instructions.
Updated Database setup: Module profiles now install without automatically upgrading all modules first. This keeps setup faster and reduces unexpected changes to already installed modules.
Fixed Database setup commands: Database upgrade, creation, and configuration commands now run without unexpected errors, ensuring the correct password options are recognized and applied as intended
Added Salesperson setup guide: A new guided walkthrough in Zelo shows how to create a salesperson user, set their password, and assign that salesperson as the responsible contact on a customer record
Updated Database configuration: Database setup and upgrade operations now use clearer administrator credentials, helping admins create, configure, and maintain Zelo databases more consistently
Improved Database setup: The database setup tool now has a clearer command structure and can update all installed modules automatically. Administrators can create, configure, or refresh a Zelo database with less manual effort.
Updated Default module profile: The default profile used when preparing a new Zelo database has been renamed to Zelo. New installations now use the standard Zelo module set by default, making setup simpler and more consistent.
Fixed Zelo server shutdown: The server now clears its process marker only after confirming it has fully stopped, so restarts and status checks are more reliable. This prevents leftover stop information from causing confusing service states.
Updated Default configuration: The standard Zelo setup now allows more database connections and uses standard web service ports. Less commonly used options are no longer listed by default, giving administrators a cleaner starting point for deployment.
Removed Unused startup helper: Removed an unused system startup helper that could launch a background document conversion service. This cleanup has no impact on normal Zelo document generation or other user-facing features.
Improved Module updates: Zelo now refreshes its built-in component sources before applying updates, reducing the chance of incomplete or mismatched components and making upgrades more reliable
Improved Database setup reliability: Zelo now automatically retries database configuration and module installation when temporary connection problems occur. This makes initial setup and module updates more dependable even if the server briefly loses connectivity.
Updated Automated order processing: A minor maintenance update was applied to the automated workflow that checks sales order, invoicing, and invoice validation steps, helping ensure those automated checks continue to run reliably.
Fixed Add-on availability: The setup process now points to the correct location for an add-on collection. This ensures those modules load properly, so users can access their intended features without missing functionality.
Added Education online help: The Education module profile now includes online help, giving users quick access to built-in guidance and instructions while working with educational features in Zelo
Added Help Online translation: The Help Online module now supports Italian. Support menus, help import and export screens, and support user roles are translated, making the online help area easier to use for Italian-speaking teams.
Added Extended module collection: Zelo now includes an additional set of contributed modules that can be installed and enabled for your workspace. This expands the available tools for business processes without affecting existing functionality.
Added PDF report controls: Zelo now includes report generation settings in the standard base setup. Users can adjust how PDF reports are rendered and formatted when printed or exported.
Added Reporting capabilities: Zelo now includes a dedicated reporting engine, giving users more flexible report generation and data analysis across ERP workflows. This helps teams create and manage reports more consistently from the modules they use daily.
Added Reporting foundation: Zelo now includes a reusable reporting engine that helps build and customize business reports from operational data. This gives teams a more consistent way to generate reports across modules without rebuilding report logic from scratch.
Fixed Automated testing: The automated test runner now uses the correct profile, so routine quality checks start and complete reliably. This helps catch issues before they reach your Zelo system.
Improved Quality checks: Non-critical education module tests can now complete without blocking overall validation, helping updates move forward while any issues are reviewed separately
Updated Education translations: Italian labels, report titles, menus, and form fields in admissions, assignments, attendance, exams, library, and timetables have been revised. Users can now work with clearer and more consistent terminology across the Education area.
Fixed Browser automation: Automated browser steps now correctly inherit standard click and typing behavior, and repeated UI documentation runs are remembered consistently. This makes recorded or replayed browser actions more reliable and avoids unexpected documentation pauses or errors.
Improved Automated browser tasks: Background browser operations now pause briefly before and after clicking, helping Zelo complete page interactions more reliably.
Improved Browser documentation: Pausing or resuming documentation now checks the current state before changing it. This makes automated documentation sessions more predictable when a run is already paused or still active.
Improved Browser click handling: Automated browser clicks now include a short pause before and after the click, making interactions more reliable and helping prevent elements from being missed during Zelo browser tasks
Improved Browser-based workflows: Automated browser tasks now allow more time for pages to load and automatically retry when page elements are temporarily refreshed, making them more reliable on slower machines.
Updated Internal maintenance: Background tools that support Zelo setup and automated browser actions were standardized for cleaner formatting. This housekeeping change does not affect your day-to-day workflows and helps future updates stay reliable.
Fixed Browser clicks and database setup: Automated browser actions now move the pointer to the target before clicking, reducing failed clicks caused by overlapping tooltips. Database setup now stops promptly when a connection error occurs, so setup problems are reported instead of being retried silently.
Improved Browser-based actions: Zelo now waits for browser pages to settle and retries briefly when an on-screen item is not immediately available, reducing failed clicks, searches, and data captures in browser-connected workflows
Fixed Page loading: Zelo now waits for the loading indicator to disappear and pending page activity to finish before continuing. This makes screens and actions complete more reliably on slower networks or busy records.
Fixed Browser automation: The automated browser runner now loads the required scenario modules correctly, preventing startup issues during guided checks. This makes automated verification of company settings, contacts, and product data more reliable.
Fixed Automated browser tasks: Zelo’s internal browser automation now safely ignores unsupported pause and resume actions, preventing unexpected errors during browser-driven workflows
Fixed Automated walkthrough checks: Guided setup and demo checks now pause briefly after clicks so screens finish loading, and menu interactions are handled more reliably to reduce unexpected failures
Improved Page loading: Zelo now waits for pages to be fully ready before continuing, reducing unexpected interruptions and making automated flows run faster
Improved Browser automation: Automated browser tasks now wait a little longer before retrying, which helps reduce intermittent failures when pages or elements are not fully ready. This makes browser-driven actions in Zelo more reliable under slower network or system conditions.
Improved Automated browser actions: Background browser tasks now retry when a page element is briefly unavailable and use shorter, more consistent wait times, making automated checks and menu actions less likely to fail
Improved Browser-based workflows: Automated browser actions now handle timing and window resizing more reliably, reducing unexpected delays and layout glitches during guided workflows
Improved Browser element handling: Zelo now positions the pointer over a page element before interacting with it, making automated browser actions more consistent and reliable.
Fixed Accounting navigation: The missing main-menu shortcut for opening Accounting and Invoicing has been restored. You can now navigate to the Invoicing area from the main menu again without interruption.
Updated Interface theme: The Zelo interface theme has been refreshed to restore consistent styling and responsive behavior, so menus, pages, and form controls look and work as expected across desktop and mobile screens.
Added Sales order invoicing: You can now validate invoices created from a sales order as part of the sales workflow. This step helps ensure the invoice details match the confirmed order before the invoice is marked as final.
Added Horizontal resizing: Browser-based captures now automatically widen the view when content would require horizontal scrolling. Wide tables and layouts are therefore captured more completely, reducing cut-off areas in generated screenshots.
Fixed Sales order invoicing: Invoicing a confirmed sales order now completes reliably in Zelo. Users can generate the invoice and see the confirmed invoice record without the process stopping unexpectedly.
Improved Screenshot resizing: Zelo now automatically adjusts the browser window size when capturing screenshots, so longer forms and lists are recorded more clearly without extra blank space.
Added Sales documentation: A new CRM introduction is now included in the sales documentation, and sales order steps now appear more consistently. This helps users understand how to access the CRM and follow sales orders from confirmation through invoicing.
Fixed Education module availability: The missing education module is now included again in Zelo. Education-related records and workflows are available as expected, so users can continue using the module without manual setup.
Improved Automated browser checks: Zelo’s internal browser automation now adapts its window size to the content being checked and uses shorter waits. This helps automated checks complete faster and behave more consistently.
Updated Backend theme: The primary color used across Zelo’s admin interface has been refreshed to a standard blue, making buttons, links, and key actions look more consistent and easier to recognize.
Improved Sales order workflow: Sales orders can now be completed end-to-end, from confirming the quotation to creating and viewing the related invoice. This gives users a smoother path from sale to billing and makes it easier to track orders ready for invoicing.
Added Multilingual support: Zelo now includes initial translations for many core modules. Users can now see menus, field labels, confirmation messages, and help text in their chosen language across core areas such as accounting, HR, CRM, payments, and documents.
Fixed Supplier contact records: Supplier contact information now loads and saves correctly, so users can view and update supplier details without unexpected interruptions
Improved Help screenshots: Zelo now automatically adjusts the capture window to fit the page height when taking screenshots. This makes generated help images clearer and reduces extra blank space.
Added Temporary document access: Zelo’s local interactive environment now shares a temporary document folder with the host machine. This lets users open, save, and manage temporary files directly inside the environment without extra manual setup, making document-based testing more convenient.
Fixed Zelo startup configuration: The incorrect module path used during Zelo setup has been corrected, ensuring the proper web interface modules are included and Zelo starts with the expected modules loaded
Added Web experience: Zelo now includes a set of web interface enhancements that improve list views, form behavior, and search interactions for a smoother day-to-day workflow
Added Custom branding: You can now apply a custom backend theme and remove default branding from the web interface, giving your organization a cleaner, more recognizable look across Zelo. This helps administrators present the system with their own visual identity across main application screens.
Added Extended add-on library: Zelo now includes an additional collection of ready-to-use add-ons. Administrators can install and configure these tools from the app list to tailor the interface and extend standard workflows.
Updated Interface theme: Zelo’s base color palette has been refreshed across the responsive interface. Menus, buttons, and navigation elements now use the updated theme colors for a more consistent modern appearance.
Added Responsive backend theme: Zelo now includes a mobile-friendly backend theme that adds a collapsible sidebar, refreshed visual styling, and smoother scrolling so users can work more comfortably on phones and tablets.
Removed Internal theme component: Zelo no longer bundles the separate backend theme package, which simplifies updates and helps keep the standard interface more stable across versions
Updated Contact management: Contact records now rely on the maintained community contact module, keeping partner details, addresses, and related contact behaviors consistent with the latest official support.
Fixed Sales order creation: Sales order records now open and save more reliably in Zelo. Corrected navigation also makes adding contact addresses smoother.
Updated Italian timetable menu label: The Italian menu label for the timetable section now uses a shorter, clearer name, making it easier to locate in the navigation menu.
Updated Italian education translations: Zelo’s education area now uses refreshed Italian translations for menus, fields, and messages. This gives users clearer and more consistent wording across admissions, attendance, exams, fees, library, and timetables.
Updated Italian translations: The Italian language files for education features have been reorganized and a few labels refreshed. Italian-speaking users now see clearer wording on admission, assignment, attendance, and timetable screens.
Fixed Translation setup: Database configuration now installs the selected language correctly, so translated labels and messages appear as expected after setup
Added Italian translation: The Italian language is now loaded automatically when a Zelo database is configured, making Italian labels available throughout the system without extra manual steps
Updated Interface translations: Zelo’s Italian translation files have been reorganized, and several incorrect translations were corrected. Users will now see more consistent and accurate Italian labels, buttons, and messages across the affected areas.
Improved Contact and product guides: The step-by-step instructions for creating and editing contacts and products now match the current Zelo screens more closely, with clearer notes on required fields and more reliable references to the on-screen controls. This makes it easier for users to complete the setup without getting lost.
Updated Translations cleanup: Removed unused placeholder screens, sample data, and access rules from the translations area. This keeps Zelo’s translation tools focused on real translation records and reduces unnecessary clutter.
Fixed Module startup: Zelo now starts with the correct module set, including education and translation features. This helps installed modules load reliably without missing or duplicated entries.
Fixed Contact management: A temporary fix improves how contact details are synced across partner records, so customers, suppliers, and internal users appear with accurate information in lists and forms
Updated System components: Zelo now uses the correct versions of several built-in components that support business, contact, localization, social, and web features. This alignment helps keep those areas stable and working as expected across the platform.
Fixed Contact management: Partner and contact records now load and update more reliably after a temporary correction to the contact data source, helping you view, create, and edit customer and vendor contacts without interruption
Updated Browser testing integration: Zelo’s automated browser testing now uses a maintained source, helping interface checks run more reliably. This reduces unexpected failures when validating web screens and workflows.
Fixed Module versions: The correct versions of bundled Zelo modules are now restored. This helps ensure the expected features and integrations load consistently in your environment.
Improved Setup reliability: The installer now downloads the PDF rendering component from a more reliable mirror and starts core modules in the proper sequence. This helps new Zelo deployments complete more smoothly and reduces setup failures.
Updated Translation installation: When Zelo is installed, existing translated interface text is now replaced with the latest translation set. This helps ensure menus, labels, and system messages stay consistent for teams using localised environments.
Fixed Contact and product updates: Contact, supplier, and product record changes now complete more reliably because Zelo waits for the interface to finish loading before each step, reducing interrupted saves and missing selections
Updated Italian education labels: Italian interface wording for school subjects is now clearer. Terms such as Subject are shown as Materia in assignments, attendance, exams, library, and timetables, making the Education module easier to read.
Fixed Italian translations: Corrected several Italian language strings across education-related areas so labels, buttons, and messages display accurately in Italian. Users working in Italian will now see clearer, consistent text in admissions, assignments, attendance, exams, and timetables.
Updated Automated browser testing: The browser automation component in Zelo now uses an updated source, helping keep automated browser checks and testing stable. This reduces maintenance issues and improves compatibility with the current Zelo environment.
Updated Contact and product help: The built-in help pages for contacts and products now use clearer sections and include more step-by-step guidance, making it easier to create records, add addresses, and set up product details
Improved Documentation actions: The step-by-step documentation flow now simplifies common Zelo tasks, including creating and editing contacts, products, company data, and sales orders. Users can follow the documented actions more smoothly because repetitive menu navigation is handled automatically.
Added Italian language support: Education-related features such as student records, classrooms, exams, library, fees, and activity logs now show Italian labels, menus, and messages, allowing Italian-speaking users to work in a fully translated interface.
Updated Browser support: The browser support area was reorganized to make future updates easier to maintain. This change is internal only, so browser-related features in Zelo continue to work the same way.
Improved Browser documentation: Automated browser guides now capture repeated steps only once. This makes generated documentation cleaner by pausing screenshots and step notes during duplicate replays, then resuming normal capture afterward.
Updated Browser automation: The browser automation component was updated to a newer version, improving consistency for automated browser-based tasks. This makes related checks and integrations more reliable in Zelo.
Updated Social features: The social add-on has been refreshed to a newer version, keeping sharing, posting, and related social workflows aligned with the rest of Zelo and reducing the chance of compatibility issues.
Updated Contact management: Partner and contact records now include recent improvements to how names, addresses, and contact details are handled, making customer and vendor information more consistent across Zelo.
Updated Italian localization: The Italian localization support has been refreshed with the latest local accounting and regulatory updates, helping Zelo stay current for Italian tax, compliance, and reporting workflows
Updated CRM features: Zelo’s customer relationship management features have been refreshed with the latest stable updates, helping leads, opportunities, and customer pipelines stay current and reliable.
Updated Utility components: Zelo’s collection of utility components has been refreshed to the latest supported version, helping keep optional features aligned with the current platform. No action is needed.
Updated Email add-ons: The email and messaging components have been updated to a newer release, keeping Zelo’s notification, inbox, and communication features aligned with the latest system components
Updated Platform version: Updated the core platform version to the latest release: This keeps Zelo aligned with current maintenance fixes and helps ensure continued stability and compatibility.
Improved Database configuration: Zelo now allows more retry attempts with longer waits when the database connection is briefly unavailable during setup, making initial configuration and recovery more reliable
Added Education workspace: The education environment now includes a streamlined web layout option, removing bubble-style pop-up menus to make navigation less cluttered for teachers, students, and administrators.
Fixed Setup and database configuration: Zelo now locates the correct module and database profile paths during environment setup. New databases can now be created and the expected modules are loaded without manual path corrections.
Added Education support: Zelo now includes a dedicated setup for education-focused modules, giving schools and academic institutions access to specialized workflows for students, courses, and institutional administration. The update also adds a standard configuration profile so these education capabilities can be installed and verified consistently.
Added Incomplete sales orders: You can now start a sales order in Zelo by selecting a customer and adding product details, then leave it incomplete to finish later. This makes it easier to capture orders in progress without requiring every detail at once.
Added Company information setup: Zelo now includes a dedicated help section for entering your company details. You can follow the steps to configure organization information in general settings, making initial setup clearer and more consistent.
Added Company information setup: You can now configure and save your company details, including name, city, country, website, phone number, and email address, from the settings area
Improved Module installation: Zelo now waits longer between retry attempts while installing modules, reducing the chance of timeout-related failures on slower or heavily loaded systems
Août 2017
Updated Contact documentation: The contact guide now includes updated screenshots for the Sales & Purchases tab, highlighting the bank account and credit card buttons so it is easier to follow the setup steps
Fixed Local proxy behavior: Zelo’s deployment environment now correctly bypasses proxy settings for local addresses. This helps internal services and package updates connect more reliably without unnecessary proxy routing.
Compatibility PDF generation: Zelo can now set up the PDF rendering component in environments where the previous secure download method was unavailable, helping ensure invoices, reports, and other documents generate as PDFs without installation issues
Fixed Service startup: Zelo’s background service now starts more reliably when its temporary run folder already exists, preventing a failed start during boot or restart
Fixed Service startup: The Zelo service now uses a dedicated folder for its process marker, which resolves permission problems that could prevent the service from starting or being monitored correctly
Improved Container installation: Zelo container setups now automatically use the available host proxy for package operations, helping deployments behind corporate firewalls complete more reliably
Added Contact documentation: The contact management guide now includes screenshots for creating individual and company contacts, marking contacts as customers or suppliers, and entering accounting information. These visual references make it easier to complete each step in Zelo.
Fixed Automated browser tasks: Automated browser tasks now safely skip unsupported screenshot, title, or comment actions instead of failing unexpectedly. Clearer log entries for clicks, typing, and screenshot attempts make it easier to diagnose and resolve issues in automated processes.
Improved Highlighted item visibility: When Zelo highlights a record, field, or action, the page now scrolls automatically so the highlighted item appears near the top-left of the visible area, making it easier to spot on long lists or detailed forms
Improved Guided documentation: Zelo’s automated documentation now captures screen highlights more consistently, so step-by-step images are clearer and easier to follow
Fixed Product creation walkthrough: The step-by-step product creation guide now runs smoothly, helping customers follow the correct screens for adding product details, sale price, and cost without interruption
Updated User documentation: The contact and product help guides have been refreshed with clearer, more concise instructions, making it easier to find steps for creating contacts, adding details, and managing product information
Improved Screenshot naming: Screenshots saved with a custom suffix now use a clearer separator in the saved image name, making them easier to identify and organize.
Fixed Screenshot naming: When a custom screenshot suffix is provided, Zelo no longer adds an automatic sequential number to the file name. Named screenshots now keep the exact suffix you choose, making them easier to find and compare.
Added Contact documentation: Zelo now includes detailed help for managing contact records. You can create individual or company contacts, add extra contacts and addresses, save notes, set customer or supplier status, and record accounting information.
Fixed Product creation documentation: Product creation guides now resolve correctly, so generated documentation displays the right screenshots. The updated steps also clarify how to set product type, selling price, and cost.
Updated Browser documentation: Documented browser screenshots are now generated with a dedicated capture step instead of overriding the base screenshot behavior. This makes automated documentation generation more stable and less likely to interfere with standard screenshot handling.
Added Screenshot documentation: Zelo can now include screenshots in generated browser documentation, giving users a clear visual reference for each recorded step. This makes walkthroughs and support materials easier to follow and understand.
Improved Container setup: Zelo containerized deployments now automatically detect the correct package update proxy. This makes package installations and system updates more reliable in container environments.
Fixed Automated data entry: Input fields are now cleared before new values are typed, preventing leftover text from interfering with the entry. This makes automated form updates more reliable.
Updated Product creation: The product setup flow now provides clearer guidance when moving between the Sales, Invoicing, and Notes tabs, helping users complete product records more smoothly.
Updated Package proxy: The installation environment no longer includes the internal package proxy, so Zelo can fetch software packages directly during setup. This simplifies the deployment process and reduces potential configuration issues.
Improved Update checks: Temporary test environments are now cleaned up automatically after each update check. This helps keep the release environment stable and reduces the chance that leftover resources affect future updates.
Fixed Container discovery: Multiple Zelo containers can now locate each other reliably because the container shares the host service-discovery connection. This reduces connection and lookup problems in multi-container development and testing setups.
Updated System testing: Zelo’s automated test environment now better supports local service discovery checks. This helps verify that network-dependent behavior works consistently on Debian-based systems.
Improved Product creation: Zelo now provides clearer guidance when creating a product, including how to set the name, internal reference, product type, sale price, and cost. Users can also better understand the sellable and purchasable options and review the Inventory, Sales, Invoicing, and Notes sections before saving the product.
Updated Contact accounting setup: Contact records now support selecting a delivery carrier along with tax position, VAT, payment terms, and debtor rating, helping users maintain complete customer and vendor data
Updated Product and contact documentation: Product creation documentation now references the correct instructions. Contact and product workflows were also refreshed to help ensure products, prices, and contact details continue to work as expected.
Added Contact accounting details: You can now add bank accounts, credit cards, and payment terms to customer and supplier contacts. This keeps financial details together with each business partner for smoother accounting and payments.
Updated Contact management guide: In Zelo, the contact help documentation now gives clearer steps for creating individual or company contacts. It also explains required fields and how to add notes, addresses, and customer or supplier details.
Improved Database setup: Initial setup and module changes now use a more patient retry approach, making database creation and module installation or removal less likely to fail during temporary connection delays
Improved Browser error messages: If a browser-based action matches more than one page element, the error now includes clearer details about the matched elements. This makes it easier for support to understand and resolve the issue quickly.
Fixed Automated form filling: Automated text entry now handles special characters correctly, so fields can be filled consistently without garbled or unreadable input.
Improved Page interactions: Zelo now considers only visible items when locating elements on a screen, helping page actions complete more reliably when hidden content is present
Updated Contact and product guides: Zelo’s documentation now includes clearer instructions for adding extra details to a contact and creating a storable product, making it easier to follow the recommended setup steps
Added Product creation: You can now create products by entering the product name, product type, list price, and standard price. The product can be marked as sellable and purchaseable, with settings for inventory, sales, and invoicing, and the name appears on sales orders and invoices.
Updated Contact documentation: The contact guide now explains how to create individual and company contacts, fill required fields, and add internal notes. It also clarifies how to qualify a contact as a customer or supplier and manage additional addresses or warehouses.
Fixed Server service script: The Zelo server service script now shows a clearer usage message when an unsupported command is entered, and the related service controls were corrected to pass stricter quality checks. This helps ensure start, stop, restart, and status commands continue to work reliably.
Fixed Service startup: The Zelo server startup check now stops with a clear error when the service program is missing or not executable, instead of silently succeeding. This helps administrators detect installation or permission issues immediately.
Updated Service startup script: The Zelo server startup script now uses a clearer shell script name, making it easier to identify during installation and maintenance. The script is still placed in the same system location and continues to start the server as before.
Improved Database setup: The setup process now records timestamped logs for database creation and module installation or uninstallation, helping administrators track progress and troubleshoot setup issues more easily
Improved Contact accounting details: You can now add and save accounting information on a contact record more reliably. The accounting section of the contact form now works more consistently when updating billing-related data for customers and suppliers.
Added Additional contact addresses: You can now add extra contacts, billing addresses, warehouse addresses, and other location details directly to an same company contact in Zelo. This helps you keep multiple recipients and delivery destinations organized without creating duplicate records.
Improved Module installation: Installing and removing modules now retries with gradually longer pauses after temporary errors, making module setup more reliable when the system is briefly unavailable
Updated Accounting contacts: The accounting contact workflow now saves individual and company contacts consistently, helping keep contact records complete and ready for related accounting tasks
Updated Contact creation checks: We refined the automated verification for individual and company contact records, including accounting-related contact scenarios. This helps ensure contact details are saved and managed reliably in Zelo.
Updated Contact notes: Internal notes for customer and supplier contacts now process more consistently. This makes it easier to record notes and complete contact details such as salesperson, delivery method, and account references.
Added Automatic timezone configuration: Zelo now automatically sets the timezone to Europe/Rome during installation, helping timestamps, schedules, and reports stay consistent for European users without manual setup.
Improved Module installation and removal: Zelo now retries module installation and removal operations a few more times when a temporary connection or service interruption occurs, making module changes more reliable and less likely to stop unexpectedly
Updated Platform components: The latest stable versions of Zelo’s email and general support components have been included, bringing recent refinements and compatibility improvements. This helps keep messaging, notifications, and everyday system utilities running smoothly.
Fixed Module installation: Module installation and removal now automatically retry up to three times when a temporary network connection problem is detected, so setup and updates are less likely to fail due to a brief interruption.
Added Supplier status: You can now qualify a contact as a supplier from the Sales & Purchases tab, so purchasing teams can manage supplier-specific details directly on the same contact record
Added Customer status: You can now mark a contact as a customer and set related sales details, such as salesperson, delivery method, internal reference, and customer accounts. This makes it easier to distinguish customers from other contacts and keep sales information complete.
Added Contact internal notes: You can now add private internal notes to individual and company contact records. These notes are saved within Zelo and give your team a quick way to keep important context about a contact without making it part of external communications.
Fixed Service installation: Zelo’s background service now registers correctly with the system service manager after installation, so the service starts reliably without manual steps. This reduces the chance of the server not recognizing the service after a fresh setup or update.
Juillet 2017
Added Server log rotation: Zelo server logs are now automatically rotated weekly. The system keeps four compressed archives and safely skips missing or empty log files, helping prevent logs from growing without limit.
Fixed Service startup: The background monitoring service now starts reliably during installation, helping keep Zelo services running and easier to manage
Added Automatic service monitoring: Zelo now includes a background monitor that checks whether the server is responding and restarts it automatically if needed, reducing downtime when the service stops unexpectedly
Fixed Test database reset: Resetting a test database now works reliably by pausing the Zelo service while the old database is removed and then restarting it, preventing cleanup failures caused by an active database connection
Fixed Installation process: Zelo now restarts the application server automatically after installation or setup, so newly installed modules and configuration changes are active immediately without requiring a manual service restart.
Improved Automated testing cleanup: Temporary test databases are now removed automatically after test runs, helping keep environments tidy and reducing the need for manual cleanup
Updated Automated testing: Zelo’s internal test runs now use a test-focused logging level, so module validation produces clearer results with less unnecessary log noise. This helps ensure updates are checked reliably without distracting output.
Updated Italian localization: Italy-specific tax and accounting features are refreshed to the latest supported version, helping ensure more accurate invoices, reports, and compliance in Zelo
Improved Automated test output: Zelo’s automated test runs now send detailed diagnostic messages to the console by default. This helps support and implementation teams see test results immediately and troubleshoot issues without relying on a separate log file. It also makes it easier to verify that modules are initialized correctly during testing.
Added PDF and image generation: Zelo now automatically sets up the required document conversion tool during installation. This helps reports, invoices, and other printable documents generate reliably without extra manual setup.
Removed Professional report templates: The optional professional report templates for invoices, delivery notes, purchase orders, and warehouse documents are no longer available. Zelo will use its standard report layouts, so printed documents should be reviewed after upgrade.
Improved Browser automation: Browser-based actions now retry quickly without an unnecessary delay when a page element temporarily changes, making automated tasks feel faster and more responsive
Updated Zelo service startup: The Zelo service no longer triggers a full system update automatically when the server starts. This makes service restarts quicker and more predictable, while updates can still be applied through the normal update process.
Updated Contacts documentation: The contacts help pages now separate individual and company contact creation, so users can find the correct steps for each type. This makes it easier to add the right contact details, such as name, address, and phone number, without mixing up the two workflows.
Improved Automated validation: Zelo’s automated checks now run against the full expected module set instead of a limited sample. Temporary environment issues no longer block validation of the rest of the system, helping keep release quality checks consistent.
Fixed Page search: Zelo now automatically retries locating a page element when the page is still updating. This makes searches and other browser-based actions more reliable during brief screen changes.
Updated Automated testing: The internal test process now uses clearer logging and more consistent module initialization. This helps our team verify changes before they reach your system.
Removed Document conversion setup: Zelo no longer installs LibreOffice automatically during setup, keeping server provisioning lighter and faster. Document conversion can continue to use tools already available on your system.
Improved Automated quality checks: Zelo’s unit-test process now prepares a clean test environment and runs checks across core modules. This gives the team a more reliable way to verify essential ERP functionality before updates are released.
Added Contact management guide: The Zelo help documentation now includes a dedicated Contacts guide with step-by-step instructions. Administrators can follow it to create a new contact by entering the contact name, street, and mobile number.
Improved Automated documentation: Documentation generation now automatically uses the default Docker container address when run in show mode, so users can generate and view documentation with less manual setup.
Updated Documentation and mail tracking: The documentation build process now includes a clean step that removes temporary files before rebuilding, and mail tracking is no longer enabled in the default Zelo setup. This keeps help documentation builds tidy and reduces unnecessary email activity monitoring in standard configurations.
Added Email recipient visibility: Zelo now includes the email recipients feature, allowing users to view addressed and copied recipients in message threads and email logs.
Updated Core platform: The core of Zelo has been updated to a newer base version, helping keep all modules aligned. This update supports continued stability and smoother future improvements.
Added Message recipients viewer: You can now view the recipients associated with messages in Zelo’s discussion threads. The recipient viewer works with email notifications and internal messages, showing the people or addresses included in each message. This makes it easier to confirm who received or was selected to receive each update.
Removed Third-party module integration: A third-party module has been removed because its external source was no longer reliable. The affected functionality will be re-added manually in a future update.
Added Bistaray integration: The Bistaray integration is now available again in Zelo, allowing users to connect Zelo with Bistaray for supported business processes. This restores access to the integration’s setup and workflow features so teams can use it without manual workarounds.
Updated Dependency maintenance: Zelo’s supporting components were refreshed and an unused integration was removed, helping keep the system stable and easier to maintain.
Added Professional document templates: Zelo now includes ready-to-use layouts for invoices, delivery notes, pick lists, purchase orders, and quotes, so documents can be printed or emailed with a cleaner, more consistent appearance. The update also adds support for keeping a record of sent emails, making it easier to review outgoing correspondence connected to business documents.
Fixed Bistaray integration: The Bistaray restaurant module is now correctly recognized in Zelo. This fixes an internal naming mismatch that could prevent the module from loading.
Fixed Bistray integration: The Bistray module reference has been corrected so Zelo can locate and update the integration reliably, helping keep its features available and up to date.
Added Professional templates: Zelo now includes ready-to-use professional project templates, so teams can start new projects faster with preconfigured tasks, roles, and workflows.
Added Project templates: Zelo now includes project template support in the base project management setup. You can save a project structure as a template and create new projects from it, with predefined tasks, milestones, and related project details already in place. This helps teams launch similar projects faster and keep project configurations consistent.
Added Sent email storage: Zelo can now save outgoing emails to configured IMAP folders on your mail server, keeping a persistent copy of sent correspondence for easy review, auditing, and mail management
Updated Supporting software components: The internal software components that Zelo relies on have been refreshed to support data processing, calendar handling, and third-party service integrations more consistently.
Added Base installation: The standard Zelo base now includes secure account authentication and calendar views. New installations can sign in with encrypted credentials and use calendar scheduling out of the box
Updated Bista Solutions support: Zelo now includes the Bista Solutions app library for expanded business capabilities. The startup process has also been corrected so additional features load more reliably.
Added Partner location data: You can now manage and import detailed location information for partners, making addresses more complete and easier to use in reports
Added Partner contact management: You can now manage partner-related contact details more completely, with a dedicated contact extension that helps keep customer, vendor, and internal contact information organized in one place
Added Partner contact management: Zelo now includes expanded partner contact functionality, allowing users to maintain richer address and location details for customers, vendors, and employees. This helps keep partner records more complete and supports smoother workflows across sales, purchasing, and accounting.
Added Mobile theme: Zelo now includes a community mobile theme that makes the interface easier to use on phones and tablets. Once installed, it updates the look and layout of common screens so navigation, forms, and actions are more comfortable on smaller screens.
Added Reminder and follow-up tools: Zelo now includes utility modules for reminders and CRM next-action tracking, so users can create reminders, track upcoming follow-ups, and keep customer-related tasks visible from the CRM workflow.
Added Messaging enhancements: Zelo now includes additional mail capabilities that make it easier to track and respond to communications connected to your records. Users can work with message threads, replies, attachments, and archived mail directly from the relevant objects. This broadens the standard messaging experience without requiring separate setup.
Added CRM lead and phone call management: Zelo now includes extra CRM functionality for capturing website leads and tracking phone calls, so sales teams can record conversations and follow up more easily on potential customers
Added Italian localization support: Zelo now includes Italian localization support, giving Italian businesses access to local accounting, tax, and bank account conventions. You can configure Italian VAT details, invoice formats, and location data more easily, improving compliance for companies operating in Italy.
Added Email communication tools: Zelo now includes enhanced email features, so users can view full email messages and follow the status of sent messages from Zelo records
Updated Automated quality checks: The routine checks that verify common navigation paths were refreshed to match the current Sales menu and use a wider, standard screen layout, helping ensure customer and sales workflows continue to behave correctly after updates
Improved Fresh installations: Zelo’s automated quality checks now run against a clean database with no sample data, helping catch setup and update issues before they affect new or upgraded environments
Added Main module collection: The main Zelo module collection is included again, so standard features are available for installation and use. This ensures customers can access the full range of built-in capabilities.
Updated Global sales discounts: The global discount option was reorganized internally, so the existing discount setting remains available and works the same way on sales orders and related billing.
Updated Platform version: Zelo has been refreshed to the latest core platform version, bringing general stability improvements and preparing the system for upcoming enhancements
Added Sale order global discounts: You can now apply a single discount to an entire sale order, either as a fixed amount or a percentage. This helps teams offer quick, order-wide discounts without adjusting every line item individually.
Updated Onboarding tours: New Zelo database setups no longer remove the guided tour component, so users can still access built-in step-by-step walkthroughs to help them explore key features.
Improved Server start and stop messages: The process that starts and stops the Zelo background service now handles status checks more clearly, giving administrators more reliable messages when the service is running, stopped, or needs attention
Fixed Zelo server startup: If the Zelo server fails to start, Zelo now clears its process lock file so the service is not mistaken for still running. This lets administrators restart Zelo more reliably after a startup failure.
Fixed Test database setup: The test database service now restarts automatically after the required database user is created, ensuring the user is available before Zelo continues setup. This makes local development and test installations start more reliably.
Added Standard configuration: The default Zelo setup now includes a broader set of core business apps, so new installations have sales, purchasing, inventory, accounting, projects, and related communication tools ready to use without separate activation
Added CRM documentation: The user guide now includes a dedicated CRM section. It helps you understand what CRM is and where to find related guidance.
Improved Test database setup: Creating a test database no longer stops the Zelo service, giving administrators a smoother workflow when preparing demo or test data
Added Browser automation: Zelo now includes a browser automation capability that can interact with the web interface to perform repeatable checks on screens, forms, and workflows, helping teams catch interface issues earlier and support more reliable automated testing of the ERP.
Fixed Automated documentation generation: The default target host now correctly points to the local Zelo instance, so documentation generation runs against the intended environment. This reduces setup issues when producing automated docs.
Fixed Documentation generation: The help guide build now prepares its content in a temporary workspace before generating, so Zelo documentation is created more reliably.
Updated Documentation build: Zelo’s documentation generation now writes build files to a temporary system location instead of inside the documentation folder. This keeps local documentation workspaces cleaner and makes local previewing behave more consistently.
Updated Online documentation: The Zelo online documentation is now available again, so customers can access help guides and reference material. Links and navigation within the published documentation now work as expected.
Updated Documentation generation: Zelo’s help content and user guides now use a newer documentation build setup, helping ensure documentation updates render more consistently
Updated Documentation setup: The tools used to build Zelo help pages are now included in the standard installation. This helps support teams prepare and publish documentation more consistently for customers.
Updated Documentation links: Zelo now uses the current documentation server address for help content. This ensures users reach the latest product guides and setup instructions without being sent to an outdated location.
Updated Documentation: The getting-started documentation has been translated into Italian and now focuses on generating Zelo’s documentation. Italian-speaking users can now more easily find guidance for creating documentation in Zelo.
Added Documentation preview: Zelo documentation can now be previewed locally using a lightweight web server, making it easier to review changes before they are published
Fixed Documentation: Zelo’s help guide now shows a cleaner table of contents and correctly formatted screenshot lists, so users can navigate setup instructions more easily
Added Guided browser scripts: You can now create reusable browser walkthroughs that open a Zelo page, highlight elements as they are used, and save step-by-step notes with titles and comments.
Improved Functional testing: Zelo’s functional tests now run on a clean database. This helps catch issues that only appear when demo data is absent, giving you more confidence that core workflows work reliably.
Updated Documentation: The documentation guide now includes a reminder to point the automated documentation process to a fresh, configured Zelo environment. This helps prevent generated documentation from failing when the source installation is missing or not properly set up.
Updated Documentation: The updated documentation now explains how Zelo’s user guides and automated browser tests stay aligned, giving customers clearer, more consistent guidance on supported workflows and system behavior.
Improved Automated documentation: Zelo documentation generation is now separated from functional testing, so browser-based checks can be reused to keep user guides current while test runs stay easier to manage
Updated Database setup: The database creation and module installation helper was refreshed for consistency. This helps setup operations run smoothly when preparing a new Zelo environment.
Improved Cleaner interface: Zelo now hides the small floating hint bubbles that appear over form fields, giving you a less cluttered screen. Built-in help boxes remain available, so you can still access field guidance when needed.
Updated Help documentation: Zelo’s documentation now includes an automated guide for logging in as an administrator. The refreshed documentation layout and generated screenshots make the sign-in steps easier to follow.
Improved Documentation capture: The automated documentation process now records each user action with its corresponding screenshot. This makes generated step-by-step guides clearer and easier for users to follow.
Improved Quality checks: Automated browser tests for Zelo can now capture and save screenshots more reliably while verifying CRM screens. This helps our team catch interface issues early and keep the customer workflow stable.
Improved Automated testing: Zelo’s automated browser tests now use a more reliable, screenshot-based verification setup. This helps catch workflow issues earlier and ensures a smoother release.
Improved Documentation generation: Automated help documentation now builds in a dedicated temporary workspace, keeping the main documentation area cleaner. This makes repeated documentation builds more consistent and reduces the chance of leftover generated files causing confusion.
Added Documentation: Zelo’s help documentation now includes a new getting-started section and automatically generated pages, making it easier for users to find guidance for setting up and using the system
Added Help documentation: Zelo now has a structured foundation for its product help, allowing guides and reference pages to be organized and published consistently as the system grows
Improved System setup: Zelo’s setup process now retrieves a larger portion of its component history, which helps ensure updates are complete and easier to diagnose when issues occur
Fixed Automated testing: Automated browser checks now handle screenshot capture and session cleanup more reliably, reducing false failures and helping Zelo verify screens and workflows before release.
Improved Automated testing: Zelo’s automated quality checks are being improved to capture screenshots automatically. This helps ensure that screens and workflows display correctly for customers.
Added Automated screenshots: Zelo now captures screenshots automatically during functional tests, giving support and product teams visual confirmation that key screens and workflows behave as expected. The images are saved in a dedicated output folder for easier review and troubleshooting.
Improved Screenshot naming: Automated screenshots now have clearer file names, making it easier to identify the captured screen and review test results quickly
Updated Functional testing: Automated checks for common Zelo workflows now run through a standardized process. This helps ensure tasks such as creating CRM customers continue to work reliably.
Added Functional testing with screenshots: Automated user-flow checks in Zelo can now save screenshots, making it easier to verify how screens appear and behave. This helps catch visual or navigation issues before they affect customers.
Improved CRM quality checks: Zelo’s automated browser checks for CRM now identify page elements more consistently. This reduces false failures and helps ensure CRM screens continue to work reliably.
Improved Automated testing: Zelo’s browser-based quality checks now use a clearer shared setup for common actions like logging in and navigating the interface. This makes it easier to verify core workflows such as sign-in and CRM actions before updates are released, helping catch issues earlier.
Improved CRM reliability: We added automated checks that sign in and open CRM areas, helping catch issues before they affect your team
Improved Automated login testing: Login checks can now use a configurable target address from an environment setting, so automated verification can run against different Zelo environments without changing the test setup
Fixed Automated testing: Background test processes now shut down cleanly, reducing the chance of false failures in Zelo’s login checks
Improved Login reliability: Automated functional tests now verify user sign-in in a controlled test environment, helping catch authentication issues before they affect customers. This makes account access in Zelo more consistent and dependable.
Fixed Automated testing reliability: The automated test setup now continues smoothly if the temporary test database is missing, preventing unnecessary failures when running Zelo’s internal test suite.
Fixed Locale handling: Zelo now uses a consistent regional language setting during automated validation, preventing false failures caused by server locale differences. This helps ensure updates and releases are more reliable for customers.
Updated Core platform: Zelo now includes the latest core platform version, keeping the system aligned with recent upstream improvements and helping maintain overall stability
Improved Service management: The Zelo server service now provides clearer start, stop, and status feedback, and it verifies that the server has actually started before reporting success. This makes it easier for administrators to confirm the service is running or quickly identify startup issues.
Added Startup diagnostics: Zelo now automatically captures recent server log details when a startup error occurs, giving support teams a clearer view of what went wrong and helping resolve the issue faster.
Fixed Database setup: The database setup process now runs correctly. Administrators can create a new database and install required modules without interruption.
Improved Test environment cleanup: Automated test runs now remove the temporary test database after finishing, helping keep the environment tidy and reducing the chance of leftover test data affecting future checks
Fixed Server service stop: Stopping the Zelo server service now works reliably. The service management was updated to handle the server’s process record correctly, so the server shuts down cleanly instead of leaving background processes running.
Updated Default module setup: New Zelo installations now start with an empty list of default modules, so administrators can choose only the applications their business needs. This makes the initial setup cleaner and more tailored to each customer’s operational requirements.
Added Database creation: You can now create and configure new Zelo databases automatically. This speeds up test setup by applying demo data and predefined module sets in one step.
Fixed Automated test setup: A small error in the internal test script has been corrected, allowing the full test process to start and run smoothly. This helps ensure Zelo modules are checked reliably before updates are released.
Improved Automated quality checks: Zelo now verifies that all supporting components are present before running its internal test suite, which helps catch compatibility issues earlier and keeps future updates more reliable.
Improved Automated testing: Zelo’s test environment now installs required dependencies and runs the full module test suite against a clean database. This helps catch issues before updates reach customers.
Fixed Local test setup: Automated test runs now use the correct setup step, so Zelo’s test environment starts consistently and local validation works as expected
Updated Web access: Zelo now listens on the standard web port 80 instead of 8069, so users can open the system using just the server address without entering a port number. This makes day-to-day access simpler and aligns Zelo with common browser and firewall expectations.
Updated Build setup: Unnecessary entries were removed from the internal build configuration. This keeps installation and update tasks cleaner and more reliable.
Improved Docker cleanup: Zelo now has a dedicated container cleanup task that removes only stopped containers and unused Docker images. This keeps containerized environments tidier and reduces leftover build artifacts after testing or automated updates.
Fixed Local setup automation: Automated environment setup now works more reliably when configuring system services for local development and test instances, reducing setup interruptions and making local database provisioning more consistent.
Improved Automated testing: Test setups now start and restart the test database using a more reliable method, helping Zelo catch issues earlier before changes reach customers.
Updated Container command execution: Zelo container commands now run in interactive mode without allocating a terminal, making automated and non-interactive command-line runs more reliable
Improved Interactive local tools: Zelo’s local setup now supports interactive command execution, so utilities that need keyboard input or live output run more naturally
Fixed Automated setup: Setup and maintenance tasks run automatically now complete correctly in containerized environments. Zelo now allocates a terminal session when executing container commands, allowing external automation tools to interact with the system without unexpected failures. This improves reliability for automated installation, updates, and recurring maintenance workflows.
Improved Automated quality checks: Zelo’s background testing process now runs in clearer stages, separating basic utility checks from full system tests. This helps catch configuration and setup issues before updates reach your environment.
Updated Core platform update: The main Zelo runtime has been updated to the latest core release. This refreshes shared services used across the ERP and helps keep the system stable and consistent.
Added Release packaging: Zelo now supports creating a compressed archive from a tagged version. This gives customers and partners a clean, versioned bundle for distribution, backup, or installation.
Updated Installation documentation: The setup guide now explains how to prepare a Zelo environment more clearly, including how to fetch supporting components and configure the system. It also describes how to run verification checks before starting the Zelo service, making installations easier to follow.
Added Basic test installation: You can now set up a local Zelo test environment with the required database and default connection settings prepared automatically, giving you a working starting point for trying modules, user roles, and business workflows.
Updated Zelo startup: The Zelo server now starts through an updated launcher that automatically includes the built-in add-on directories. Bundled Zelo modules are now detected and loaded correctly without manual path configuration.
Updated Zelo server service: The background service that runs Zelo now uses a clearer service name and central configuration. This makes installation, startup, and maintenance more consistent for administrators.
Added Document conversion support: Zelo setup now includes the LibreOffice office suite, enabling more reliable document conversion and PDF generation for reports, invoices, and other exported files
Added System service startup: Zelo now includes service scripts that start the Zelo server and document conversion service automatically at boot. Administrators can start, stop, and check the status of these services using standard system service commands.
Improved Server setup: The system setup process is now organized into clearer steps for base system packages and Python components, helping Zelo installations complete more smoothly and making future maintenance easier.
Improved System setup automation: Zelo’s automated server setup now uses a standardized configuration, making it easier to prepare a machine for installation. This helps ensure the required system components are configured consistently before Zelo is installed.
Updated Server timezone handling: Zelo installation no longer forces a specific timezone on the server. Existing timezone settings remain unchanged, helping teams keep reports and schedules aligned with their local time.
Removed Developer workspace settings: An internal code editor configuration file was removed, keeping the Zelo codebase cleaner without affecting any customer-facing functionality
Updated System setup: The Zelo setup now automatically prepares required system tools, language settings, and library components, making the ERP environment easier to install and more consistent across deployments
Added Requirements collection: A new utility can now gather all Zelo requirements into a single output file. It checks that a destination file is provided, prevents overwriting existing files, and cleans up temporary files after the collection completes.
Improved System updates: Zelo now updates bundled system components to the exact versions required by the current release, rather than always pulling the newest remote changes. This makes local setups and deployments more consistent and easier to reproduce.
Added Core platform components: Zelo now includes the main base repository as a managed part of the system. This helps keep core platform components consistent and easier to update over time
Added Automated system setup: A new setup process now prepares the Zelo server by installing essential system packages and configuring basic dependencies. This makes initial installation more consistent and easier to repeat.
Improved Automated testing cleanup: You can now start isolated Docker sessions and run commands in a clean containerized environment, while automated test cleanup removes leftover containers and images. This keeps the development and testing environment more reliable and easier to maintain.
Fixed Background validation: Zelo’s automated quality checks now run more consistently, helping ensure routine validation is completed reliably before updates are released to you
Updated Development environment: The underlying setup for preparing and testing Zelo was refreshed. This makes routine checks and isolated work sessions more consistent and easier to run.
Improved Setup validation: Zelo now includes additional configuration checks and automated testing to help ensure a more reliable installation environment. These checks run before deployment, reducing the chance of setup issues affecting your system.
Updated Repository setup guide: The repository documentation now explains how to download Zelo with all linked components and how to refresh or reset those components when needed
Added Project setup: Zelo now includes the initial installation environment and project documentation, making it easier to prepare the system for deployment. This lays the groundwork for future updates and feature development.