Alongside a range of performance improvements and bug fixes, this release introduces several new features and enhancements designed to improve workflow, visibility, and usability across LiveCosts.
Auto-Assign Inbox Scans to the Project Owner
A new Company Setting allows invoice scans to be automatically assigned to the Project Owner. Go to settings -> Company Settings
When enabled, LiveCosts will:
Identify the Purchase Order linked to the invoice scan.
Find the Project associated with that Purchase Order.
Automatically assign the scan to the Project Owner.
This is particularly useful for businesses where Project Owners are responsible for reviewing and processing incoming invoices, making it easier for them to manage their own workload.
To support this enhancement, a new Project Owner filter has also been added to the Inbox, allowing users to quickly view scans assigned to them.
Please note: This setting is disabled by default, so existing customers will not notice any change unless they choose to enable it.
RFQ Improvements
We've made several enhancements to the new RFQ workflow to improve visibility and simplify quotation management.
Edit Quotations from the Compare Screen
You can now open and edit supplier quotations directly from the Compare screen, making it much easier to correct or review quotation details without navigating away.
Additional Supplier Costs Highlighted
Suppliers occasionally include additional items that weren't part of the original RFQ, such as:
Delivery charges
Handling fees
Other miscellaneous costs
These additional line items are now clearly displayed within the Compare view, helping you quickly identify unexpected costs before making a purchasing decision.
Supplier Attachments
You can now upload and store attachments directly against Supplier records.
This provides a convenient place to keep important supplier documentation, including:
Supplier agreements
Contracts
Terms & Conditions
Insurance certificates
Other supporting documents
Supplier information and documentation can now be managed from one central location within LiveCosts.
Date Range Required for Large CSV Exports
To improve system performance, several index CSV exports now require you to select a date range before downloading.
This helps prevent extremely large exports that could impact performance and cause export timeouts.
This change applies to:
Documents
Cost Centers
Time
Deliveries
Inbox
Improved Draft Project Behavior
We've updated how Draft project phases behave.
Previously, Draft phases could still be selected when entering costs, behaving the same as phases marked In Progress.
Now, when a phase is in Draft status, it will no longer be available for cost entry.
This helps prevent costs from being allocated to incomplete project structures while a project is still being prepared, ensuring projects are fully configured before becoming available for use.