We have loved listening to your feedback on the Coreloops product, and as part of our ongoing improvements to Customer Support, we are launching a few new tools for you to reach out to us and share more valuable feedback about the platform.

How to reach us: 

Email 

For questions, support with onboarding and urgent bug reports, please email us on [email protected]

In-app chat 

We’ll aim to respond to all emails or chat messages within 4 business hours, during the hours of 9 am - 5 pm on Monday - Friday. 

Phone 

For urgent requests, you can reach us via phone on +447427 931121. 

Feedback Board:

Coreloops' new feedback form is live. If there is something that you want from the product, this is the new place for you to post it. From feedback to bugs to new feature requests, this new board lets you share your thoughts and see what other customers are asking for. 

How to find the feedback board

You can find the feedback board by clicking on the floating blue button on the bottom right of the platform. On the home tab of the widget, you will see a “Featureboard: Suggestions” card. Clicking this will take you to the page.

You can also go to https://community.coreloops.ai/ to see the board.

Adding to the board

The easiest way to add a post is by pressing the Create a New Post button. You will see the following screen. Here you are able to add a title, a description of the bug or new feature and add an image to help us understand what the issue is.

At the very top, next to your user image, you can see which board you are posting to. Here you can identify what the post is about, whether it's a new feature request, a bug you are looking to report or general feedback.

When adding a post, any time there is a change in either status or if an ETA is added, you will be updated via email.

Upvotes and Comments

In the feedback board, you are not only able to post your own requests for new features or report a bug. But as you browse the board and read the posts left by others, if there is a post you agree with, then you are able to upvote others’ posts and comment on them. To upvote, you can press the up arrow found next to any post. 

When you upvote a post, you will automatically be notified about any changes that have been made to that post.

You can also click on the post to expand and get more information about it. When looking at the expanded view of posts on the board, you can see the status of the post, any similar posts, all comments and the latest activity on that post. 

 Sorting and Filtering

When opening the feedback board, you will see the posts which have been upvoted the most, but you are able to change the sorting. The New button will show you all the most recent posts on the board, whilst Trending will show you the posts that have been receiving the most upvotes recently. 

Changelog

Wanting to know what has been changing in the platform in recent months and weeks? Reintroducing the Coreloops changelog. Whilst some of you may already be familiar with the changelogs, we have decided to highlight it again to everyone. 

The changelog is a will highlight all the changes made to the platform, with posts coming for each change. To not miss the updates, subscribe to receive them via email every time we post. 

This month's update focuses on tightening up accounting sync (fewer false failures, clearer errors), giving you more control over account coding and VAT, and reworking several tables (Timesheets, Directory and Cost Codes) so they all work the same way. CorePilot also lands in BOQs.

Documents

• Set and bulk-update account codes without leaving invoice review – Set or change a document's account code directly from the information side panel, whichever accounting system you're connected to. You can also select multiple invoices and apply an account code to all of them in one action, and turn on account code as a column in Appearance Settings.
  

  

  
  

• Document notes are clearer and export properly – Notes now only appear on documents you've created manually (not ones pulled in via sync), default sensibly, and always show up on the generated PDF.
  

• VAT shown on every generated PDF – Generated PDFs for all document types now display the VAT type and percentage in the subtotal summary.
  

• Add text context when sending documents by WhatsApp or email – When forwarding a document for AI processing, you can now include a short text description — such as the cost code or project it relates to — alongside the file, and Coreloops will use it during processing.
  

• Document summarisation respects your supplier settings – Document summarisation now correctly follows the settings you have configured, rather than only the prompt, so behaviour is consistent across your suppliers.
  

Accounting & Tax Sync

• More reliable Xero and QuickBooks syncing – Receipts now sync properly to both Xero and QuickBooks. If a document is deleted directly inside your accounting software, the next sync from Coreloops simply recreates it instead of failing forever, and a brief Xero or QuickBooks outage no longer fails a sync or raises a false alert. A couple of common QuickBooks errors also now show a helpful message instead of raw technical text.
  

• WhatsApp-uploaded documents now sync their attachment to Xero – previously the file itself wasn't carried across on sync; it now goes along with the bill.

• "Foreign Supplier (Ignore VAT)" setting – set foreign suppliers to ignore VAT by default at tenant level, with the option to exclude individual suppliers from the rule. Find it in your integration/supplier settings.
  

  

• Clearer sync status labels – "Not Synced" has been replaced with "Sync excluded" for suppliers or projects that are deliberately excluded, so it's easier to tell an intentional exclusion apart from a real error.
  

  

  
  

• Credit notes included in transaction reports – credit notes now count toward the transaction report and final cost forecast, so cost reporting reflects the full picture for a supplier.
  

• Set VAT % per project or per line item – configure VAT at the project level, or override it on individual line items, from the document itself.
  

  

Payment Applications & BOQs

• Build your own Payment Application display templates – configure which fields and layout appear on your Payment Applications, from Payment Application settings.

  

• Quick-copy applied value to certified amount – on AFP line items, copy the applied value straight into the certified amount with one action instead of typing it in.
  
  

• Budget Impact widget shows a per-project breakdown – when a document is coded to multiple projects, the Budget Impact widget now breaks the impact down by project.
  
  

  

• Upload a sub-section directly into a BOQ section – add a sub-section to an existing section in one upload, instead of rebuilding the structure by hand.

  

• Comment indicator on rows – Timesheets, Documents, and Payment Applications tables now show a small indicator on any row with comments, so you can spot discussion without opening the record.

Timesheets

• Reworked Timesheets table – multi-select filters, saved views, pagination, bulk select, inline editing, and a totals footer, bringing Timesheets in line with the other tables in Coreloops.
  
  

• Automatic payment reminders for contractors – contractors now receive reminders across the full payment cycle for each valuation, so fewer payments stall on a missed step.

• Changing the status of timesheets - you can now revert timesheets from approved back to draft.

Projects & Settings

• Archive a project – hide a completed or inactive project from the project picker and exclude it from Project Cost Reports, without deleting any of its data. Find "Archive" on the project itself.
  

• Search for recent and active projects – the project picker now supports search.
  

• Sequential project numbering – configure a custom prefix and starting number so new projects are numbered automatically and consistently, from project settings.

  

  
  

• Reorganised Settings menu – related options are now grouped together and easier to find.
  

• Reworked Directory table – Contacts, Suppliers & Clients now support multi-select filters, saved views, pagination, bulk select, and inline editing.
  

• Reworked Cost Code table – all cost code fields are now shown, columns are sortable, and codes can be edited inline as a group.

  

CorePilot

• Ask CorePilot about your BOQ – CorePilot is now available directly within the Bill of Quantities, so you can ask questions about it without switching screens.

• Save and reuse your own CorePilot prompts – save prompts you use often so your whole team can reuse them, instead of retyping the same question every time.
  

Bugs fixed

• Fixed duplicate document detection showing the wrong line-item comparison

• Fixed a Xero sync error caused by a missing line item ID

• Fixed BOQ import overwriting a subsection's description with its reference number

• Fixed a rounding issue where period-applied figures didn't display to 2 decimal places

• Fixed retention not reflecting correctly on the Payment Application

• Fixed Variation Orders sorting alphabetically instead of numerically by ID

• Fixed synced document line items and totals drifting after a sync retry

• Various timesheet fixes

Documents

• Summarise documents to one line item – You can now choose to summarise all documents processed by Coreloops into one line item. You can choose to set this up for all or some suppliers. This replaces the custom prompt, so behaviour like grouping line items by VAT rate on multi-rate receipts is consistent every time.

• Assign a document to more than one person – documents can now be assigned to more than one person at once, useful when input is needed from two people, such as a project manager and a commercial lead, rather than passing it back and forth.

• Retry documents that failed AI processing – if a document fails during AI processing, you can now retry it directly rather than re-uploading it from scratch.

• Alerts when an emailed document fails to process – if a document sent in by email fails to process, you're now alerted, so it doesn't sit silently in the inbox.

• Notified when a WhatsApp upload fails – if a document sent via WhatsApp fails to upload, the sender is now notified directly, so they know to try again.

BOQs

• Exclude line items from your summary and payment applications – exclude specific BOQ line items from your contract summary. This is handy for Prov Sums that have not yet been agreed or variations you’d like to show in payment applications but exclude from the contract value.

• Reorder line items – drag and drop to reorder line items within a BOQ, instead of being stuck with the order they were entered or imported in.

• Colour-coded line item types – line item types are now colour-coded, making it easier to scan a BOQ and tell items apart at a glance.

• Apply rates directly within the BOQ table – apply rates from your rate library directly within the BOQ table, rather than looking them up and entering them by hand.

• Import rate library items via CSV – import items into your rate library via CSV instead of adding them one by one.

• Upload a CSV to add line items – upload a CSV to add line items and sub-section to a BOQ section in one go, instead of entering them individually.

Payment Applications

• Toggle between applied and certified values – the summary now lets you toggle between applied and certified values, so you can compare what's been claimed against what's been signed off without switching screens.

• Choose which columns show in the table – choose which metric columns show in the Payment Applications table, so you only see the figures that matter.

• More detail on the table – the table now shows published status, valuation date, certified date, and last published and last modified dates, so you can see where each application stands without opening it.

Cost Reports & CorePilot

• CorePilot chat now in the Cost Report – CorePilot chat, already available on Documents, is now available within the Cost Report too, so you can ask questions about the report you're viewing without leaving the page. It opens with a greeting and a few suggested questions, such as generating an insights summary or a month-on-month breakdown.

• View by month or by metric – the Cost Report table can now be viewed by month or by metric, so you can switch between a timeline view and a metric-by-metric breakdown.

• Tooltips on metrics – Cost Report metrics now have contextual tooltips explaining what each figure means.

• Reports open inline in CorePilot chat – reports generated by CorePilot now open inline within the chat itself, instead of taking over the screen in a separate panel.

• Split by a custom "Summary" timeframe – reports can now be split using a "Summary" option across custom timeframes, giving more flexibility over how a period is broken down.

Timesheets

• CorePilot in Timesheets – ask CorePilot who's working tomorrow or this week directly from Timesheets, and get a quick plain-English summary instead of scanning the grid.

• Prompt to update rates after a rate change – if a contact's rate changes, you're now prompted to update their existing timesheets to match, so outdated rates don't get left behind.

• Configurable payment terms on contacts – contacts now have a configurable payment terms field (weekly, biweekly or monthly), filterable on the Timesheets page and in the Download Timesheet Summary.

• Customise your Download Summary – the Timesheet Download Summary now lets you customise which columns and rate breakdowns are included, so you can tailor it to what payroll or accounts actually need.

• Configurable rounding for clocked hours – configure the rounding interval used for clocked hours, so recorded time rounds the way your business actually pays it.

• Warning for incomplete clocking information – you're now warned when clocking information is incomplete, so a missing clock-in or clock-out gets flagged before it causes a problem.

Tax & Approvals

• Auto-approve invoices that meet a rule – approval policies can now automatically mark an invoice as reviewed or approved when it meets a rule you set, such as an AI confidence score above a threshold, instead of only routing it to a person for sign-off.

• Create your own country-scoped tax rates – create custom tax rates, each scoped to a specific country, and Coreloops will automatically register and apply the right one to matching documents.

• More accurate CIS deductions – enter materials and labour amounts separately in the CIS section, and the CIS deduction is calculated from the labour portion automatically (still fully overridable), for more accurate deductions at 0%, 20% and 30% rates.

QuickBooks & Accounting Sync

• Clearer sync error messages – when a document fails to sync to QuickBooks, you now see a clear explanation of what went wrong, such as an expired QuickBooks connection, instead of a raw API error.

• Track spend by Department or Location – track spend by Department or Location as a second tracking dimension alongside your existing categories.

• Voiding or deleting a document now syncs – voiding or deleting a document now also voids or deletes the matching record in QuickBooks, keeping the two systems in sync.

• Marking a document as paid now syncs – marking a document as paid now creates the matching payment record in QuickBooks automatically, saving you from recording it twice.

Bugs fixed

• Fixed BOQ line items not appearing immediately after being added, without needing a refresh

• Fixed CorePilot Insights occasionally generating reports from the wrong view

• Receipts with multiple VAT rates now split into one line item per rate instead of merging them

• Fixed the BOQ collapsing unexpectedly when a new section or subsection was added

• Fixed a sync error affecting documents that aren't set to sync

• Fixed an incorrect period definition affecting CorePilot cost report answers

• Fixed resending an invite link not clearing its expired state

• Fixed bulk contact import failures