Gabriel Makinwa

Learn how to upload, manage and approve all of your financial documents in Coreloops

Managing Financial Documents

You can create and track all of your purchase orders in Coreloops. By creating purchase orders in Coreloops you can track the percentage % of each order that has been invoiced and paid.

Create Purchase Orders

Coreloops enables you to process all of your purchases and update your cost reports and accounting system in one workflow. You can upload documents into Coreloops directly or forward them in via email. 

Creating and Uploading Bills

Reviewing & Approving Documents

If you have a dedicated inbox for supplier invoices and bills. You can set up your Outlook or Gmail to automatically forward these invoices to Coreloops.

How to Setup Auto-Forwarding  for Supplier Invoices

Coreloops enables users to create, upload, and manage documents such as invoices, quotes, and purchase orders directly in the platform. This guide walks you through how to:

Create & Manage Documents

Set up Document Numbers

Feedback

Roadmap

Changelog

Getting Started

Coreloops is a construction financial management platform built to give project teams full visibility and control over costs, documents, and labour — all in one place. This article walks through the core modules and how they work together.

How Coreloops Works

How to start and create a new project in Coreloops.

How to Create a New Project

Cost Codes are a fundamental part of the Coreloops platform. They allow for granular tracking and reporting of project costs, income, and margins across your construction projects. This guide explains their purpose and walks through the setup process.

How to set up cost codes

Your Directory is the area you store all of the information about your clients, suppliers and subcontractors. This is where you can update their details, settings and see all of your interactions and transactions with them.

How to setup your directory

Set up cost codes

With Coreloops you can collaborate with your colleagues by sharing access to projects, reports and documents. Admin users can add team members at any time.

How to invite team members

Tools to manage your construction projects

Managing Projects

Linking your Bill of Quantities to Cost Codes connects each line item to your cost codes.

Connect your BOQ to cost codes

The Bill of Quantities (BoQ) in Coreloops serves as the commercial source of truth for each project. It defines the expected works, quantifies each component, and sets pricing benchmarks for both cost and revenue. T

Create & Manage Bill of Quantities

You can track the status and financial impact of variations for each project in Coreloops.

Managing Variations

 In Coreloops, you can track and manage your payment applications by completing your applications in the platform directly or importing them as Excel Files.

Payment Applications

How to manage and track labour costs in Coreloops

Managing Timesheets

The Timesheets feature in Coreloops enables accurate tracking of site labour across projects.

Create & Manage Timesheets

To update your reports with labour cost you need to approve timesheets each week.

How to approve timesheets

Reports

The Reports and Analytics page, also known as the Dashboard, is a central feature in the Coreloops platform designed to provide real-time visibility into financial performance, including costs, income, and margins across various data points.

Dashboard, Reports & Analytics

Cost Reports are the core financial reporting tool within Coreloops, enabling you to understand your profitability across projects in real-time.

Using the Cost Report

Integrations

Coreloops makes it easy to process purchases, update your project cost reports, and sync with your accounting system all in one workflow. Now you no longer have to enter data twice into your accounting system and then again into your project cost reports.

Setting up the Xero integration with Coreloops

Once you've setup your Xero integration you can now start to create and upload financial documents such as purchase orders, invoices and receipts. All of these documents will be synced with your Xero account automatically unless you choose otherwise.

Using Coreloops with Xero

Once you've set up your QuickBooks integration, you can now start to sync financial documents such as purchase orders, invoices and receipts.