Managing Financial Documents

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

Create Purchase OrdersYou 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.
Creating and Uploading BillsCoreloops 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.
Reviewing & Approving DocumentsThis page covers everything about documents after they have been uploaded or created in the system.
How to Set Up Auto-Forwarding for Supplier InvoicesIf 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.
Create & Manage DocumentsCoreloops 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:
Set up Document Numbers
Duplicate Document DetectionCoreloops automatically checks uploaded documents against existing records and flags potential duplicates before they cause issues with your accounts or reporting.
Budget InsightsBudget Insights lets you track how much of your project budget has been committed and spent, in real time. See at a glance whether purchase orders are on track or over budget, and drill into cost code spend directly from the documents table.
Your Rates LibraryManage your organisation's standard Labour and Material rates in one place. Use rates to pre-fill line items on documents and timesheets, keeping pricing consistent and reducing manual entry.