This week introduces improvements to document processing, variations management, and payment application exports.

Smarter document linking across your project records

Coreloops can now automatically identify and connect related documents such as:

• Purchase Orders

• Delivery Notes

• Invoices

When documents are uploaded, the platform helps link them together so teams can easily verify what was ordered, delivered, and invoiced.

This helps keep supplier records organised and simplifies reconciliation.

Publish and republish variations to your BOQ

Variations can now be formally published to your BOQ with clearer status tracking.

You can also republish updated variations when changes occur, helping ensure the BOQ always reflects the latest agreed project scope.

Automatic document numbering

Documents created in Coreloops can now be assigned numbers automatically.

Each organisation can configure:

• document prefixes

• starting numbers

• numbering rules

This keeps document records consistent and reduces manual admin.

Import helper for payment applications

When importing valuation data from Excel, Coreloops can now highlight rounding issues and provide a one-click suggestion to correct them.

This makes imports faster and helps prevent small calculation discrepancies.

Excel exports now include live formulas

Payment application exports now include formulas rather than static values.

This means totals and calculations remain dynamic when opened in Excel, allowing teams to continue working with the data if needed.

Payment application cover pages now include client details

Exported payment applications now include client contact information pulled from your organisation settings.

This makes exported documents easier to share directly with clients.