Add a downloadable summary of documents to make it easier to download purchase orders within a filtered period.

Gabriel Makinwa 22 days ago

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Feature Request

When Coreloops sends documents (like invoices) by email, the template currently shows Coreloops' own branding. Let customers apply their own company branding (e.g. logo) to the outbound email template instead, so documents feel like they're coming from the customer's business.

Andy Cramp 21 days ago

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Feature Request

Customers want an easier way to download a summary of purchase orders for a specific date range directly from the Documents tab, as the current export options are not functional and require a less intuitive workaround. We are working on adding a direct "Download Summary" option to the Documents tab for filtered purchase orders, similar to the existing functionality for timesheets. This will streamline the process and allow users to export data in CSV/Excel format.

Sandra Phillips 21 days ago

Oct 9

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Feature Request

Some invoices synced to Xero show an empty email body instead of the attachment. Update the attachment order so the PDF/attachment takes priority.

Sandra Phillips 22 days ago

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Feature Request

When creating a document from another document, automatically inherit the supplier and link back to the source document.

Andy Cramp 22 days ago

Sep 11

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Feature Request

Allow uploaded cost elements to be linked to tags or cost codes.

Gabriel Makinwa 22 days ago

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Feature Request

Show the percentage of a purchase order left when hovering over the invoiced amount.

Sandra Phillips 22 days ago

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Feature Request

Allow a manual note to be added to invoices for reverse charge VAT.

Andy Cramp 22 days ago

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Feature Request

Exclude 'materials on site' entries from the summary view but keep them included in payment applications.

Gabriel Makinwa 22 days ago

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Feature Request

Customers frequently create purchase orders that require the same delivery address as their project site. Manually entering this information for every purchase order is time-consuming and can lead to errors, making the process repetitive and inefficient for users managing multiple projects. To address this, we can introduce a feature that automatically populates the delivery address field on a new purchase order with the associated project's site address. Users will still have the flexibility to easily edit this address if a different delivery location is required for a specific order, thereby streamlining the PO creation workflow.

An Anonymous User 10 days ago

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Feature Request

Customers need their invoices to consistently sync with the correct approval status when integrated with Xero. Currently, some invoices are incorrectly marked as "awaiting approval" instead of "awaiting payment" when they are approved in our system, requiring manual correction. This inconsistency can lead to extra work and potential delays in financial processing. To address this, we will investigate the underlying status-mapping logic to identify and resolve the cause of these inconsistencies. Our goal is to ensure all invoices accurately reflect their approval state in Xero without manual intervention, streamlining financial workflows for our users.

An Anonymous User 10 days ago

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Feature Request

Many of our users need a better way to categorize their uploaded cost elements for accurate financial reporting. They find it challenging when these costs aren't automatically linked to existing tags or cost codes, leading to difficulties in getting a consolidated view of their expenses. We are working on an update that will allow users to easily link uploaded cost elements to their existing tags or cost codes during the upload process. This will ensure all costs are correctly categorized and reflected accurately in their reports, providing more precise financial insights.

An Anonymous User 10 days ago

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Feature Request

When financial documents like invoices and receipts are uploaded through specific channels, customers have noted that sometimes the associated attachments or project details are not fully carried over to their accounting software. This can create additional manual steps and potential inconsistencies in their financial records. We are developing an enhancement to guarantee that all documents, including their attachments and assigned project information, are consistently and accurately transferred from Coreloops AI to integrated accounting platforms, irrespective of the initial upload method. This will ensure complete data integrity and further streamline financial reconciliation processes.

An Anonymous User 10 days ago

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Feature Request

Customers frequently send important documents like invoices and purchase orders to their own clients directly from our platform. They need these communications to consistently reflect their company's unique brand identity, rather than Coreloops' default branding. To address this, we aim to empower users to customize the branding on outbound email templates. This will enable the use of their own company logo in the email header, ensuring a seamless and professional brand experience for their recipients.

An Anonymous User 10 days ago

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Feature Request

Customers want their outbound document emails, such as invoices, to reflect their own company's branding and logo instead of Coreloops' default branding. This is crucial for maintaining a consistent and professional brand image when communicating with their clients. This new feature will allow users to easily upload their company logo, which will then automatically appear in the header of all outbound document emails. This ensures that all communications sent through our platform are fully branded by the customer.

An Anonymous User 10 days ago

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Feature Request

Customers need a more precise way to identify duplicate invoices, as the current system frequently flags recurring invoices with different dates or numbers as duplicates. This leads to unnecessary manual reviews and reduces efficiency in financial processing. We will enhance the duplicate invoice detection logic to include invoice date and invoice number in the matching criteria. This improvement will ensure that only genuine duplicates are flagged, significantly reducing false positives and streamlining invoice management for users.

An Anonymous User 10 days ago

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Feature Request

Allow the user to choose which section a variation is published to. In the Modal allow the user to create a new section. Default the name to variations.

Linear 9 months ago

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Feature Request

Why Operatives are best positioned to provide accurate information about their work hours, breaks, and job activities. Currently, they cannot input this data directly, leading to inaccuracies, delays, and dependence on supervisors or office staff to manually enter timesheet information. What A self-service interface for operatives to view, update and submit their own timesheets. The system respects configurable review workflows, routing submissions to either supervisors or office staff based on organisational settings. How Create operative-specific timesheet view showing their scheduled and actual hours Build interface for operatives to update their timesheet entries (hours worked, breaks, job details) Implement timesheet submission workflow Add validation to prevent submission of incomplete timesheets Display timesheet status and review workflow Route submissions based on settings (supervisor review vs office review) Implement mobile-first design for field access Add read-only view for approved timesheets Dependencies Operative user authentication Timesheet settings configuration (review workflow) Timesheet data model Notification system for submission confirmations COR-1478 (parent feature) Acceptance Criteria [ ] Operatives can view their own timesheets (scheduled and actual) [ ] Operatives can update hours worked, breaks, and job details [ ] Operatives can submit timesheets when complete [ ] Clear validation prevents submission of incomplete data [ ] Timesheet status visible to operative (draft, submitted, approved, rejected) [ ] Submissions route correctly based on review settings (supervisor or office) [ ] Operatives receive confirmation when timesheet is submitted [ ] Approved timesheets are read-only [ ] Rejected timesheets can be edited and resubmitted [ ] Interface is mobile-responsive for use on phones in the field [ ] Operatives can only access their own timesheets

Linear 6 months ago

Sep 2

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Feature Request

Why Supervisors have direct oversight of operative work and schedules but currently cannot input or manage timesheet data. This creates dependency on office staff and delays in timesheet processing, whilst reducing accuracy as supervisors cannot verify work performed. What A supervisor-specific interface for managing operative timesheets, including the ability to schedule shifts, update hours worked, and submit timesheets for payroll processing. How Create supervisor dashboard showing all operatives under their supervision Build timesheet creation interface for scheduling operative shifts Implement timesheet editing capabilities (hours, breaks, job details) Add bulk submission functionality for multiple operative timesheets Display timesheet status (draft, submitted, approved) Show validation errors and warnings before submission Implement mobile-responsive design for field use Dependencies User role management (supervisor identification) Supervisor-operative relationship data Timesheet data model Authentication system COR-1478 (parent feature) Acceptance Criteria [ ] Supervisors can view list of all their operatives [ ] Supervisors can create new timesheet entries for operatives [ ] Supervisors can schedule shifts with start/end times, breaks, and job codes [ ] Supervisors can edit draft and submitted (but not approved) timesheets [ ] Supervisors can submit individual or multiple timesheets at once [ ] Clear validation messages shown for incomplete or invalid timesheet data [ ] Timesheet status clearly displayed (draft, submitted, approved, rejected) [ ] Interface is mobile-responsive for use on tablets/phones in the field [ ] Supervisors can only access timesheets for their assigned operatives

Linear 6 months ago

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Feature Request