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

This page covers everything about documents after they have been uploaded or created in the system.

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 Set Up 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

Coreloops automatically checks uploaded documents against existing records and flags potential duplicates before they cause issues with your accounts or reporting.

Duplicate Document Detection

Budget 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.

Budget Insights

Manage 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.

Your Rates Library

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, Groups and Custom Tags

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

How to set up your directory

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

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.

Create & Manage Bill of Quantities

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

Connect your BOQ to cost codes

Once a project is live and a Bill of Quantities have been made they are all set. Any changes that occur throughout the period of the contract will be tracked by Variations. 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 import a Bill of Quantities (BOQ)

Coreloops AI can automatically suggest cost codes and custom tags for line items in your Bill of Quantities and Variation Orders, saving time on manual classification and improving consistency.

Auto-categorise BOQ Line items

Understanding the Bill of Quantities — how it powers your project dashboard

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

This article walks associates through submitting their weekly timesheet as an operative.

How to Submit Your Timesheet [Operative View]

How to configure Timesheet Rules and Overtime Settings so clocked time turns into standard hours, breaks, and overtime pay correctly.

Setting Timesheet and Overtime Rules

A step-by-step guide to bulk CSV uploads in Coreloops, using a timesheet import.

Uploading Documents via CSV: Step-by-Step Import Guide

A guide to setting up rate groups and rate types under Settings → Timesheets → Contact Rates, and assigning and managing rates on individual contacts.

Setting Up Rate Groups, Rate Types and Managing Contact Rates

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

What Can Corepilot Do?

Review all of your data across all projects

All Projects Dashboard

Use Forecasting to project future costs and revenue across your project's cost codes. Enter forecast values for each metric and time period, then compare against actuals in the Cost Report.

NEW: Forecasting

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.