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Add a downloadable summary of documents to make it easier to download purchase orders within a filtered period.

In Review

Downloadable document summary for POs in a date range

Gabriel Makinwa

Exclude 'materials on site' entries from the summary view but keep them included in payment applications.

Exclude materials on site from the summary view

Customers need to be confident that duplicate invoices are always accurately identified to prevent errors and ensure precise financial management. Ensuring the integrity of financial data is paramount for operational efficiency and cost control. We are improving the reliability of our duplicate invoice detection system. This initiative will involve implementing comprehensive testing to guarantee that our AI-powered matching consistently and accurately flags potential duplicates, thereby strengthening financial security and operational trust.

Enhance Duplicate Invoice Detection Reliability with Robust Testing

An Anonymous User

<p>Invoices with a valid local VAT rate are being incorrectly mapped to <strong>Foreign VAT (Ignore Tax)</strong>, discarding the supplier's stated VAT.</p>
<p><strong>Example:</strong> RMP Hire invoice IN7289 (31/07/2026) charged Irish VAT at 23% (VAT No. 2973603HH), matching the existing "A+C EU" tax rate already configured in the tax rate settings. Despite this, the line item was mapped to Foreign VAT (Ignore Tax) (0%), discarding the stated VAT of €343.85 (subtotal €1,495.00, gross €1,838.85 @ 23%).</p>
<p>Also, when Foreign VAT applies, the line item and document gross totals don't currently reconcile with the subtotal after tax.</p>
<p>Tracked internally as COR-2503 and COR-2502.</p>

Invoices with a valid local VAT rate incorrectly mapped to Foreign VAT (Ignore Tax)

<p>When Coreloops sends documents (like invoices) by email, the template currently shows Coreloops' own branding. Let customers apply their own company branding (e.g. logo) to the outbound email template instead, so documents feel like they're coming from the customer's business.</p>

Customise the branding on outbound document emails

Customers want an easier way to download a summary of purchase orders for a specific date range directly from the Documents tab, as the current export options are not functional and require a less intuitive workaround. We are working on adding a direct "Download Summary" option to the Documents tab for filtered purchase orders, similar to the existing functionality for timesheets. This will streamline the process and allow users to export data in CSV/Excel format.

Easier Purchase Order Summary Download from Documents Tab

Customers need more flexibility in managing how "materials on site" are valued in project summaries. Currently, these materials are included in the overall cost summary, even when they are part of payment applications. We plan to introduce a new option that allows users to exclude the value of "materials on site" from the main project cost summary, while still ensuring it's included in payment applications. This will provide greater control over project financial reporting.

Flexible Materials On Site Valuation Control

Customers have expressed a need to add custom notes to their invoices, especially for specific tax treatments like reverse charge VAT. These important details are not always covered by standard VAT rates and require a dedicated space on the invoice. We are looking to implement a new feature that allows users to add a free-text note directly to invoices. This note would appear both within the application and on the exported PDF, ensuring all relevant information is clearly visible to recipients.

Add Custom Notes to Invoices for Tax Treatments

Materials on site is a standard valuation entitlement even when the related works aren't complete. Right now its value counts towards the BOQ/cost summary total, which can distort completed-works totals. We'd like to be able to exclude materials on site from the summary while still including it in payment applications, so the numbers stay accurate on both sides.

Exclude materials on site from the summary while keeping it in payment applications

The tax percentage isn't shown on sales invoice PDFs.

Tax % not showing on sales invoices

<h2 id="why">Why</h2>
<p>Operatives are best positioned to provide accurate information about their work hours, breaks, and job activities. Currently, they cannot input this data directly, leading to inaccuracies, delays, and dependence on supervisors or office staff to manually enter timesheet information.</p>
<h2 id="what">What</h2>
<p>A self-service interface for operatives to view, update and submit their own timesheets. The system respects configurable review workflows, routing submissions to either supervisors or office staff based on organisational settings.</p>
<h2 id="how">How</h2>
<ul>
<li>Create operative-specific timesheet view showing their scheduled and actual hours</li>
<li>Build interface for operatives to update their timesheet entries (hours worked, breaks, job details)</li>
<li>Implement timesheet submission workflow</li>
<li>Add validation to prevent submission of incomplete timesheets</li>
<li>Display timesheet status and review workflow</li>
<li>Route submissions based on settings (supervisor review vs office review)</li>
<li>Implement mobile-first design for field access</li>
<li>Add read-only view for approved timesheets</li>
</ul>
<h2 id="dependencies">Dependencies</h2>
<ul>
<li>Operative user authentication</li>
<li>Timesheet settings configuration (review workflow)</li>
<li>Timesheet data model</li>
<li>Notification system for submission confirmations</li>
<li>COR-1478 (parent feature)</li>
</ul>
<h2 id="acceptancecriteria">Acceptance Criteria</h2>
<ul>
<li>[ ] Operatives can view their own timesheets (scheduled and actual)</li>
<li>[ ] Operatives can update hours worked, breaks, and job details</li>
<li>[ ] Operatives can submit timesheets when complete</li>
<li>[ ] Clear validation prevents submission of incomplete data</li>
<li>[ ] Timesheet status visible to operative (draft, submitted, approved, rejected)</li>
<li>[ ] Submissions route correctly based on review settings (supervisor or office)</li>
<li>[ ] Operatives receive confirmation when timesheet is submitted</li>
<li>[ ] Approved timesheets are read-only</li>
<li>[ ] Rejected timesheets can be edited and resubmitted</li>
<li>[ ] Interface is mobile-responsive for use on phones in the field</li>
<li>[ ] Operatives can only access their own timesheets</li>
</ul>

Planned

Operative view

Linear

<h2 id="why">Why</h2>
<p>Supervisors have direct oversight of operative work and schedules but currently cannot input or manage timesheet data. This creates dependency on office staff and delays in timesheet processing, whilst reducing accuracy as supervisors cannot verify work performed.</p>
<h2 id="what">What</h2>
<p>A supervisor-specific interface for managing operative timesheets, including the ability to schedule shifts, update hours worked, and submit timesheets for payroll processing.</p>
<h2 id="how">How</h2>
<ul>
<li>Create supervisor dashboard showing all operatives under their supervision</li>
<li>Build timesheet creation interface for scheduling operative shifts</li>
<li>Implement timesheet editing capabilities (hours, breaks, job details)</li>
<li>Add bulk submission functionality for multiple operative timesheets</li>
<li>Display timesheet status (draft, submitted, approved)</li>
<li>Show validation errors and warnings before submission</li>
<li>Implement mobile-responsive design for field use</li>
</ul>
<h2 id="dependencies">Dependencies</h2>
<ul>
<li>User role management (supervisor identification)</li>
<li>Supervisor-operative relationship data</li>
<li>Timesheet data model</li>
<li>Authentication system</li>
<li>COR-1478 (parent feature)</li>
</ul>
<h2 id="acceptancecriteria">Acceptance Criteria</h2>
<ul>
<li>[ ] Supervisors can view list of all their operatives</li>
<li>[ ] Supervisors can create new timesheet entries for operatives</li>
<li>[ ] Supervisors can schedule shifts with start/end times, breaks, and job codes</li>
<li>[ ] Supervisors can edit draft and submitted (but not approved) timesheets</li>
<li>[ ] Supervisors can submit individual or multiple timesheets at once</li>
<li>[ ] Clear validation messages shown for incomplete or invalid timesheet data</li>
<li>[ ] Timesheet status clearly displayed (draft, submitted, approved, rejected)</li>
<li>[ ] Interface is mobile-responsive for use on tablets/phones in the field</li>
<li>[ ] Supervisors can only access timesheets for their assigned operatives</li>
</ul>

Supervisor view

Customers need to see credit notes accurately reflected in their transaction reports. This is essential for precise financial oversight and to ensure that final cost forecasts are complete and correct. We propose an enhancement to include credit notes as a distinct line item within transaction reports, ensuring their values are properly incorporated into all final cost forecast calculations.

Completed

Documents

Credit Notes in Transaction Reports and Cost Forecasts

sandra.p

<p><strong>Why </strong><br><br>Credit notes need to be linked to invoices so actual costs are reduced in all reports where that cost was previously allocated. </p><p></p><p><strong>What </strong></p><p></p><p>Users can now link credit notes to specific invoices. This updates the amount invoiced against that PO and updates the transaction report at the same time. </p><p></p><p>After linking a credit note, you’ll be prompted to link line items in the credit note to specific line items on the invoice. </p><p></p><p></p><img data-width="100%" data-align="left" alt="" data-featurebase-content-key="69ab4d76605cda03e4feca80/post/6a81faaf59654322ca1d9085/01a03902-a3ba-75c0-97c8-3a8b72b9b4cf/b64u-U2NyZWVuc2hvdCAyMDI2LTA4LTI1IGF0IDE0LjAwLjU1LnBuZw.png" data-featurebase-content-filename="Screenshot 2026-08-25 at 14.00.55.png" src="https://69ab4d76605cda03e4feca80.featurebase-attachments.com/c/post/6a81faaf59654322ca1d9085/01a03902-a3ba-75c0-97c8-3a8b72b9b4cf/b64u-U2NyZWVuc2hvdCAyMDI2LTA4LTI1IGF0IDE0LjAwLjU1LnBuZw.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260826T000000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260826%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=faefe68efe3bfa167e29289c3812f7c928ebeebf09685c7b4759d0cb76200d34"><p></p>