May 11th, 2026
Upload Documents via WhatsApp
You can now send invoices, delivery notes, or any document directly to Coreloops via WhatsApp. Rather than downloading files and uploading them manually, simply forward the document from your phone — Coreloops extracts it automatically and drops it into your document inbox. Useful on site when you're away from a desk.
AI Timesheet PDF Upload
You can now upload timesheet documents as PDFs or images, and Coreloops will automatically extract and map the data into your timesheets using AI. This replaces manual re-entry for sites working from paper or PDF-based records, and supports a custom parsing prompt at company level so the AI can read your specific timesheet format accurately.
Supplier Tax Defaults Auto-Applied
When a document arrives and is matched to a supplier, Coreloops now automatically applies that supplier's default VAT rate and CIS settings — no more manually setting tax rates on every document. Default VAT rates are also visible and editable per contact in the directory and can be updated in bulk across multiple contacts at once.
Gross Status CIS Support
Coreloops now correctly handles subcontractors who hold gross payment status — a 0% CIS deduction rate. These subcontractors still require HMRC reporting, and the platform now includes them in your monthly CIS returns with the correct gross payment indicator. Where the deduction rate is 0%, you can manually enter the labour and materials split rather than relying on an automated calculation.
Xero Contact Data Sync
Payment terms, VAT rates, and CIS details set on your contacts now sync bidirectionally between Coreloops and Xero. Any changes made in either system are reflected in the other, so you no longer need to maintain the same information in two places.
Exclude Projects from Sync
You can now stop specific projects or suppliers from syncing to your accounting software. This is useful for internal jobs, test projects, or suppliers that need to be handled manually — exclusions can be set independently at both project level and supplier level from within your settings.
CorePilot Document Feedback
After processing a document, CorePilot now gives you a plain-English summary of what it found — the document type, how confident it is, and what happens next. If a document couldn't be confidently classified, CorePilot will tell you and point you to the Document Inbox for review, rather than leaving you guessing about why it wasn't processed.
CorePilot Learns Your Cost Code Classifications
When you correct the cost code suggested by Coreloops AI during document approval, that correction is now saved and used to improve future suggestions for similar invoices from the same supplier. Over time this means less manual editing as the AI adapts to how your team categorises costs.
Improved Transaction Report Export
The cost report Excel export now visually distinguishes cost code totals from individual line entries, with totals displayed in bold and each child line showing its associated cost code. This makes it much easier for your accounts team to filter and group spend by cost code without manual reformatting. Cost code totals highlighted and each line item labelled with its code — making it straightforward to run pivot tables or share with your accounts team.
Payment Application Metrics
The payment application summary now includes Certified Amount, Applied Amount, Previous Certificate Amount, and a Difference column showing certified versus applied — giving you a clearer picture of valuation progress at a glance without opening individual line items.
Multi-Select BOQ Filters
You can now select multiple options within each filter in the Bill of Quantities, making it easier to view and compare line items across different sections or categories at the same time.
CSV Line Item Upload
Documents with large numbers of line items can now be populated by uploading a CSV file. A downloadable template is available from the upload modal, and the system flags any invalid rows before importing so you can correct them first.
Select All Filtered Results
Clicking 'select all' in Documents or Timesheets now selects every record matching your active filter — not just the items on the current page. The selection count reflects your full result set, and invoice summary totals calculate correctly across all pages.
Toggle Budget Insights
Admins can now turn off budget insights at company level for teams that don't use them. This keeps the interface focused on what each team needs and can be managed from admin settings.
March 23rd, 2026
Duplicate document detection
Coreloops now flags documents that look like duplicates before they're processed. If a delivery note, invoice, or PO has already been uploaded, you'll see an alert — preventing double-entry and inflated costs before they happen.
Budget warnings at the point of approval
When approving a document that would push a cost code, PO, or project over budget, Coreloops now surfaces a detailed warning showing exactly how much the overage would be — and lets you decide whether to proceed or cancel. Over-budget indicators also appear in document lists and summary cards so nothing sneaks through.
Per-supplier accounting sync control
You can now disable automatic invoice syncing to your accounting system on a per-supplier basis. Useful for internal suppliers, petty cash, or any supplier whose documents shouldn't flow through to Xero or QuickBooks.
Budget utilisation always current
Budget utilisation figures now always pull the latest data, so cost codes, POs, and projects reflect recent approvals immediately — no stale numbers after an update.
Budget tooltips no longer block navigation
The budget hover tooltips in the documents table now close automatically when you click away or open a dropdown, so they no longer obscure other parts of the screen.
March 16th, 2026
What's New: Week of 9 Mar 2026
Unassigned document alerts
Never miss an uploaded document that hasn't been assigned to a project. A new notification badge now appears in the project selector whenever documents are sitting unassigned, so nothing slips through.
Match one invoice to multiple purchase orders
When an invoice covers more than one PO — common on large sites with consolidated supplier deliveries — you can now link it across all relevant purchase orders in a single step. No duplication, no workarounds.
Custom tag group prompts
Added support for custom prompt fields on tag groups, giving teams more flexibility to structure cost tagging in a way that fits their project setup.
In-app support
Coreloops now has a built-in support messenger. If you need help, you can reach the team directly from inside the platform without switching tabs.
Over-budget POs flagged in red
Purchase orders that exceed their budget are now highlighted in red with a clear alert, so overspend is visible the moment it happens — not at month-end.
Failed documents now visible
Documents that couldn't be processed are no longer silently hidden. They now appear in your document list so you can identify, investigate, and reprocess them.
March 2nd, 2026
This week we’ve focused on making it easier to explore your project data with Corepilot and quickly review key financial information across your documents.
Corepilot now remembers your conversations
Your Corepilot chats are now saved within each report view.
This means you can:
return to previous questions
revisit insights you’ve already explored
continue analysing project data without starting from scratch
It makes ongoing cost analysis much easier when reviewing reports over time.
Corepilot can now reference more project context
Corepilot can now draw on a broader set of information when analysing your reports.
This helps it:
connect information across different reports
understand project context more clearly
provide deeper insights when answering questions about your costs and performance
Instantly check budget and PO utilisation
You can now hover over documents in the document list to quickly see:
Approved value
Pending value
Remaining budget
This makes it easy to check spending progress without opening every document.
Quickly resolve payment application sync issues
If payment applications ever fall out of sync, you can now resolve this instantly.
New options allow you to:
Refresh All – rebuild the entire application chain
Refresh Previous – update earlier linked records
Coreloops will also show a warning banner if an application appears out of sync, so you can address it quickly.
More flexible Excel imports for forecasts
Importing forecast data from Excel is now more forgiving.
Minor formatting differences in column names will no longer cause issues during import, making it quicker to bring forecast data into Coreloops.
Faster navigation between projects
Coreloops now remembers the last project you were working on.
When switching between screens, you’ll automatically return to that project, saving time navigating back to your work.
Fix: comments on unassigned documents
We resolved an issue that prevented comments from being added to documents that weren’t linked to a project.
February 23rd, 2026
This week’s updates focus on helping teams manage forecasts and payment applications faster, improving document organisation, and strengthening integrations with your accounting system.
Bulk forecast entry for faster planning
You can now enter forecast values across multiple cost codes and periods in one action.
This makes it much quicker to update forecasts when reviewing project budgets or planning future spend.
You can also:
export a forecast template to Excel
update values offline
re-import them directly into Coreloops
Apply and certify multiple valuation items at once
Managing payment applications is now faster with new bulk actions.
You can now apply or certify values across multiple BOQ items and sections in a single step.
This helps reduce repetitive updates when preparing valuations and keeps payment applications moving quickly.
Draft suppliers created automatically
When Coreloops encounters a new supplier during an import or AI document processing, it will now create a draft supplier profile automatically.
You can then review and confirm the details later, avoiding interruptions during document processing.
Better sorting on the documents page
You can now sort documents by:
Date
Supplier
Document number
Total value
And more
This makes it easier to quickly find the documents you need, especially on larger projects with high document volumes.
Xero and QuickBooks payment syncing
Payments recorded in Xero or QuickBooks will now automatically appear in Coreloops.
This keeps your project data aligned with your accounting system and gives you a clearer view of what has been paid.
Attachments now sync with your accounting system
PDFs and file attachments linked to documents can now sync with Xero and QuickBooks.
If attachments are missing locally, Coreloops will automatically retrieve them from the accounting system.
Improved navigation with the back button
The back button now behaves more naturally inside the platform.
When you return to a previous page, Coreloops will now take you back to the correct in-app location rather than redirecting to an external page.
Fix: smoother Corepilot responses
We resolved an issue that could occasionally interrupt Corepilot responses so conversations now stream smoothly.
Fix: improved cost code matching during document processing
We fixed an issue where documents containing multiple cost codes could occasionally assign them incorrectly during processing.
February 16th, 2026
This week marks the launch of Corepilot, your AI assistant for exploring project cost data.
Introducing Corepilot
Corepilot is a new AI assistant built directly into your cost reports.
You can now ask questions about your project data and receive instant insights without manually digging through reports.
For example, you can ask:
How are we performing against budget this month?
Which cost codes are trending over budget?
What has been certified vs applied this period?
Corepilot helps teams quickly understand project performance and identify potential issues earlier.
Built-in safeguards for your data
Corepilot is designed to safely analyse your data without making any changes to your projects.
It operates in a read-only environment, meaning it can explore your information but cannot modify documents or financial records.
Clearer warnings when bulk valuations exceed budgets
When updating payment applications in bulk, Coreloops will now warn you if:
the value exceeds the budget
the value goes over 100% of the contract amount
This helps prevent accidental over-claims during valuation updates.
February 9th, 2026
This week’s update introduces a faster way to create new documents and improves several everyday workflows.
Create new documents from existing line items
You can now select line items from an existing document or BOQ and generate a new document in a single step.
For example, you can quickly create an invoice or document using the relevant items without re-entering information.
This saves time and reduces manual data entry.
Clearer copy actions in the BOQ
Copy actions in the BOQ are now labelled more clearly.
Buttons will now display context-specific labels such as:
Copy Section
Copy Line Item
This helps avoid confusion when duplicating items within large BOQs.
Exported files now include the project name
All exported files now include the project name in the file title.
This makes it easier to organise downloaded reports when working across multiple projects.
Faster project setup with searchable client selection
The client field when creating a project is now searchable.
This helps teams quickly locate the correct client when setting up new projects.
Fix: smoother cost code updates on documents
We resolved an issue where updating cost codes on document line items could briefly cause the document table to refresh unexpectedly.
February 2nd, 2026
This week’s update focuses on simplifying navigation and cleaning up a few issues affecting team management and payment applications.
A cleaner view when working in the Unassigned project
When viewing documents that are not linked to a project, Coreloops now hides sections that aren’t relevant, such as BOQ and Variations.
This helps keep the interface simpler and makes it easier to focus on organising incoming documents.
Fix: retention settings in payment applications
We resolved an issue that could occasionally cause problems when switching between:
global retention settings
line-item retention settings
Payment applications now update correctly without any unexpected data changes.
Fix: removed deleted users from assignments
Users who have been removed from the platform will no longer appear in:
assignment dropdowns
@mentions in comments
This keeps project collaboration cleaner and avoids confusion when assigning tasks.
January 26th, 2026
This week introduces new export options to make it easier to work with project data outside the platform.
Export cost reports to Excel
You can now download cost reports directly as Excel files.
This makes it easier to:
share reports with colleagues or clients
perform additional analysis
store snapshots of project performance
Export transaction reports to Excel
Transaction reports can now also be exported to Excel.
These exports organise data by cost code and purchase order, helping teams review spending and audit transactions more easily.
A cleaner dashboard layout
We’ve simplified some page layouts by removing redundant headings.
This creates more space for important information and helps keep dashboards easier to read.
January 19th, 2026
This week introduces powerful new document matching features designed to help teams reconcile project costs more easily.
Automatically link purchase orders, delivery notes, and invoices
Coreloops can now help connect related documents across your projects.
When purchase orders, delivery notes, and invoices are uploaded, the platform will identify and link them together at a line-item level.
This makes it easier to:
confirm what was ordered
verify what was delivered
check what has been invoiced
Helping teams keep supplier costs accurate and avoid duplicate payments.
Generate professional PDFs for manual documents
Documents created inside Coreloops can now be exported as professional PDFs.
This allows you to easily share purchase orders, invoices, or other documents created within the platform with suppliers and stakeholders.
Fix: consistent ordering in payment applications
Payment applications now display line items in the original BOQ order.
This makes it easier to review valuations and ensures reports follow the same structure as the original project breakdown.