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Downloadable document summary for POs in a date range
Add a downloadable summary of documents to make it easier to download purchase orders within a filtered period.
Easier Purchase Order Summary Download from Documents Tab
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.
Fix empty email bodies showing on invoices synced to Xero
Some invoices synced to Xero show an empty email body instead of the attachment. Update the attachment order so the PDF/attachment takes priority.
Inherit supplier when creating a document from another document
When creating a document from another document, automatically inherit the supplier and link back to the source document.
Link uploaded cost elements to tags or cost codes
Allow uploaded cost elements to be linked to tags or cost codes.
Show % of PO remaining on hover
Show the percentage of a purchase order left when hovering over the invoiced amount.
Add manual reverse charge notes to invoices
Allow a manual note to be added to invoices for reverse charge VAT.
Exclude materials on site from the summary view
Exclude 'materials on site' entries from the summary view but keep them included in payment applications.
Sales Invoices should show DRC
Generated Sales invoices created within Coreloops, where we have to charge a domestic reverse charge, should show the amount without affecting the total amount in the document
Being able to carry out bulk actions in bulk
As you can do in Xero, you should be able to make multiple changes to documents without having to wait for each one to be filled in before having to make the bulk action again
Flagged timesheet entries to be shown at the top
When importing timesheet entries, the flagged entries should show up at the top of the list so that you do not need to scroll down to find them.
Streamline Purchase Order Creation with Auto-filled Delivery Addresses
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.
Consistent Xero Invoice Status Syncing Improvement
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.
Enhance Cost Element Upload with Tagging for Reporting
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.
Custom Branding for Outbound Document Emails
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.
Enhance Duplicate Invoice Detection Logic for Accuracy
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.
Supervisor view
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
Flexible Materials On Site Valuation Control
Customers need more flexibility in managing how "materials on site" are valued in project summaries. Currently, these materials are included in the overall cost summary, even when they are part of payment applications. We plan to introduce a new option that allows users to exclude the value of "materials on site" from the main project cost summary, while still ensuring it's included in payment applications. This will provide greater control over project financial reporting.
Exclude materials on site from the summary while keeping it in payment applications
Materials on site is a standard valuation entitlement even when the related works aren't complete. Right now its value counts towards the BOQ/cost summary total, which can distort completed-works totals. We'd like to be able to exclude materials on site from the summary while still including it in payment applications, so the numbers stay accurate on both sides.