Managing Financial Documents
Learn how to upload, manage and approve all of your financial documents in Coreloops
By Gabriel1 author6 articles
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…
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…
Reviewing & Approving Documents
How to Setup 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