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.