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.