Changelog

This week we’ve focused on making it easier to explore your project data with Corepilot and quickly review key financial information across your documents.

Corepilot now remembers your conversations

Your Corepilot chats are now saved within each report view.

This means you can:

• return to previous questions

• revisit insights you’ve already explored

• continue analysing project data without starting from scratch

It makes ongoing cost analysis much easier when reviewing reports over time.

Corepilot can now reference more project context

Corepilot can now draw on a broader set of information when analysing your reports.

This helps it:

• connect information across different reports

• understand project context more clearly

• provide deeper insights when answering questions about your costs and performance

Instantly check budget and PO utilisation

You can now hover over documents in the document list to quickly see:

• Approved value

• Pending value

• Remaining budget

This makes it easy to check spending progress without opening every document.

Quickly resolve payment application sync issues

If payment applications ever fall out of sync, you can now resolve this instantly.

New options allow you to:

• Refresh All – rebuild the entire application chain

• Refresh Previous – update earlier linked records

Coreloops will also show a warning banner if an application appears out of sync, so you can address it quickly.

More flexible Excel imports for forecasts

Importing forecast data from Excel is now more forgiving.

Minor formatting differences in column names will no longer cause issues during import, making it quicker to bring forecast data into Coreloops.

Faster navigation between projects

Coreloops now remembers the last project you were working on.

When switching between screens, you’ll automatically return to that project, saving time navigating back to your work.

Fix: comments on unassigned documents

We resolved an issue that prevented comments from being added to documents that weren’t linked to a project.

This week’s updates focus on helping teams manage forecasts and payment applications faster, improving document organisation, and strengthening integrations with your accounting system.

Bulk forecast entry for faster planning

You can now enter forecast values across multiple cost codes and periods in one action.

This makes it much quicker to update forecasts when reviewing project budgets or planning future spend.

You can also:

• export a forecast template to Excel

• update values offline

• re-import them directly into Coreloops

Apply and certify multiple valuation items at once

Managing payment applications is now faster with new bulk actions.

You can now apply or certify values across multiple BOQ items and sections in a single step.

This helps reduce repetitive updates when preparing valuations and keeps payment applications moving quickly.

Draft suppliers created automatically

When Coreloops encounters a new supplier during an import or AI document processing, it will now create a draft supplier profile automatically.

You can then review and confirm the details later, avoiding interruptions during document processing.

Better sorting on the documents page

You can now sort documents by:

• Date

• Supplier

• Document number

• Total value

• And more

This makes it easier to quickly find the documents you need, especially on larger projects with high document volumes.

Xero and QuickBooks payment syncing

Payments recorded in Xero or QuickBooks will now automatically appear in Coreloops.

This keeps your project data aligned with your accounting system and gives you a clearer view of what has been paid.

Attachments now sync with your accounting system

PDFs and file attachments linked to documents can now sync with Xero and QuickBooks.

If attachments are missing locally, Coreloops will automatically retrieve them from the accounting system.

Improved navigation with the back button

The back button now behaves more naturally inside the platform.

When you return to a previous page, Coreloops will now take you back to the correct in-app location rather than redirecting to an external page.

Fix: smoother Corepilot responses

We resolved an issue that could occasionally interrupt Corepilot responses so conversations now stream smoothly.

Fix: improved cost code matching during document processing

We fixed an issue where documents containing multiple cost codes could occasionally assign them incorrectly during processing.

This week marks the launch of Corepilot, your AI assistant for exploring project cost data.

Introducing Corepilot

Corepilot is a new AI assistant built directly into your cost reports.

You can now ask questions about your project data and receive instant insights without manually digging through reports.

For example, you can ask:

• How are we performing against budget this month?

• Which cost codes are trending over budget?

• What has been certified vs applied this period?

Corepilot helps teams quickly understand project performance and identify potential issues earlier.

Built-in safeguards for your data

Corepilot is designed to safely analyse your data without making any changes to your projects.

It operates in a read-only environment, meaning it can explore your information but cannot modify documents or financial records.

Clearer warnings when bulk valuations exceed budgets

When updating payment applications in bulk, Coreloops will now warn you if:

• the value exceeds the budget

• the value goes over 100% of the contract amount

This helps prevent accidental over-claims during valuation updates.

This week’s update introduces a faster way to create new documents and improves several everyday workflows.

Create new documents from existing line items

You can now select line items from an existing document or BOQ and generate a new document in a single step.

For example, you can quickly create an invoice or document using the relevant items without re-entering information.

This saves time and reduces manual data entry.

Clearer copy actions in the BOQ

Copy actions in the BOQ are now labelled more clearly.

Buttons will now display context-specific labels such as:

• Copy Section

• Copy Line Item

This helps avoid confusion when duplicating items within large BOQs.

Exported files now include the project name

All exported files now include the project name in the file title.

This makes it easier to organise downloaded reports when working across multiple projects.

Faster project setup with searchable client selection

The client field when creating a project is now searchable.

This helps teams quickly locate the correct client when setting up new projects.

Fix: smoother cost code updates on documents

We resolved an issue where updating cost codes on document line items could briefly cause the document table to refresh unexpectedly.

This week’s update focuses on simplifying navigation and cleaning up a few issues affecting team management and payment applications.

A cleaner view when working in the Unassigned project

When viewing documents that are not linked to a project, Coreloops now hides sections that aren’t relevant, such as BOQ and Variations.

This helps keep the interface simpler and makes it easier to focus on organising incoming documents.

Fix: retention settings in payment applications

We resolved an issue that could occasionally cause problems when switching between:

• global retention settings

• line-item retention settings

Payment applications now update correctly without any unexpected data changes.

Fix: removed deleted users from assignments

Users who have been removed from the platform will no longer appear in:

• assignment dropdowns

• @mentions in comments

This keeps project collaboration cleaner and avoids confusion when assigning tasks.

This week introduces new export options to make it easier to work with project data outside the platform.

Export cost reports to Excel

You can now download cost reports directly as Excel files.

This makes it easier to:

• share reports with colleagues or clients

• perform additional analysis

• store snapshots of project performance

Export transaction reports to Excel

Transaction reports can now also be exported to Excel.

These exports organise data by cost code and purchase order, helping teams review spending and audit transactions more easily.

A cleaner dashboard layout

We’ve simplified some page layouts by removing redundant headings.

This creates more space for important information and helps keep dashboards easier to read.

This week introduces powerful new document matching features designed to help teams reconcile project costs more easily.

Automatically link purchase orders, delivery notes, and invoices

Coreloops can now help connect related documents across your projects.

When purchase orders, delivery notes, and invoices are uploaded, the platform will identify and link them together at a line-item level.

This makes it easier to:

• confirm what was ordered

• verify what was delivered

• check what has been invoiced

Helping teams keep supplier costs accurate and avoid duplicate payments.

Generate professional PDFs for manual documents

Documents created inside Coreloops can now be exported as professional PDFs.

This allows you to easily share purchase orders, invoices, or other documents created within the platform with suppliers and stakeholders.

Fix: consistent ordering in payment applications

Payment applications now display line items in the original BOQ order.

This makes it easier to review valuations and ensures reports follow the same structure as the original project breakdown.

This week introduces a helpful tool for identifying duplicate documents during imports.

Duplicate document detection during imports

When uploading documents through CSV or Excel, Coreloops will now highlight entries that appear to be duplicates.

This helps teams avoid accidentally recording the same purchase or invoice more than once, improving data quality and reducing reconciliation work later.