Sage Intacct 2025 Release 3: Highlights, Features, and More!
Sage Intacctโs 2025 R2 is here, and weโre excited to introduce the Sage Intacct 2025 R2 Highlights. This guide serves as your essential resource for all the new features, enhancements, and updates in this first release of 2025, which is designed to provide deeper operational insights and streamline business processes. Committed to delivering superior solutions, this update focuses on enhancing efficiency, usability, and data-driven decision-making.ย
Notable features for this release:
Save Time
Enhanced lists are now the default experience
Quickly find what you need using advanced filters and smart column search, bringing greater power, flexibility, and ease to every list you use. LEARN MORE
Vendor Payments powered by MineralTreeโGeneral availability
Sage has partnered with MineralTree to offer a more seamless way to pay vendor bills directly. Vendor Payments is directly embedded within Sage Intacct and works with your existing AP process. LEARN MORE
A new way to combine multiple documents into a single transactionโGeneral availability
When you create a Purchasing transaction, you can streamline your workflow by converting multiple documents, including lines of documents, into a single transaction. LEARN MORE
Line-level matching for smarter Purchasing automationโEarly Adopter
AP Automation with Purchasing now supports line-level document matching for more accurate and robust automation. LEARN MORE
Sage Intacct eProcurement streamlines purchasing
Save time using vendor punchout catalogs seamlessly connected to Sage Intacct Purchasing. LEARN MORE
Use the equity method with Advanced Ownership ConsolidationโEarly Adopter
Use the equity consolidation method to record subsidiary ownership income, automate general equity entries, ensure ownership transparency, and more. LEARN MORE
Delegate bill approvals
Maintain a seamless bill approval workflow when approvers are out-of-office. LEARN MORE
Authenticate and validate your email domain today
Action is required to ensure smooth email delivery to your customers and partner; authenticate and validate your domain today. LEARN MORE
Accelerate Decision-Making
Greater visibility into match tolerance exceptions
Now you can easily identify the transaction lines that fall outside of price or quantity match tolerance ranges, and choose to accept, adjust or override the exceptions. LEARN MORE
New and updated custom reports for standard tax solutions
We added custom reports for France, Germany, New Zealand (Early Adopter), and Singapore (Early Adopter). We also updated the custom reports for France and the United Kingdom to support group VAT filing. LEARN MORE
Built For Your Business
Sage Intelligent Time enhancements
- Timesheet entry grid is now customizableโSage Intelligent Time: Customize the timesheet entry grid to control how time is entered and displayed. LEARN MORE
- Calculate overtime in timesheets automaticallyโSage Intelligent Time: New ability to apply overtime rules for payroll and project billing.(US-only) LEARN MORE
- Manage employee leave within timesheetsโSage Intelligent TimeโEarly Adopter: You can now track leave requests, approval workflows, and time balances. This allows you to manage employee leave, ensuring precise payroll processing and legal compliance. (US-only) LEARN MORE
Improved revenue recognition based on budgeted project cost
You can now calculate revenue based on the date of the actual transactions for a given period. LEARN MORE
All Changes
AI-powered Automation
Line-level matching for smarter Purchasing automationโEarly Adopter: AP Automation with Purchasing now supports line-level document matching for more accurate and robust automation. LEARN MORE
Calculate overtime in timesheets automaticallyโSage Intelligent Time: New ability to apply overtime rules for payroll and project billing. LEARN MORE
Smarter email capabilities for AP Automation: Leverage auto-forwarding rules and process inline attachments and transaction data from the email body. LEARN MORE
Automated transactions without matchingโGeneral availability: You can now automate Purchasing transactions that do not have a source match defined, for example, vendor invoices that do not match to purchase orders or requisitions. LEARN MORE
Company and Administration
Authenticate and validate your email domain today: Action is required to ensure smooth email delivery to your customers and partners; authenticate and validate your domain today. LEARN MORE
New import serviceโupdates: New imports are available for the Sage Intacct import service. Simplify data imports with AI-powered tools that handle the complexity for you. LEARN MOREย
Accounts Payable
Delegate bill approvals: Maintain a seamless bill approval workflow when approvers are out-of-office. LEARN MORE
Vendor Payments powered by MineralTreeโGeneral availability: Sage has partnered with MineralTree to offer a more seamless way to pay vendorbills directly. Vendor Payments is directly embedded within Sage Intacct and works with your existing AP process. LEARN MORE
Smarter email capabilities for AP Automation: Leverage auto-forwarding rules and process inline attachments and transaction data from the email body. LEARN MORE
Pay bills in more ways: Pay bills for a vendor directly from the Vendors list. LEARN MORE
You can now deactivate alternate accounts: Prevent accidental postings by deactivating alternate accounts that you no longer use. LEARN MORE
New custom report object: Create custom reports based on payment approval history. LEARN MORE
Accounts Receivable
Customer refundsโGeneral availability: Record refunds that you make to customers against existing credits. LEARN MORE
Receive payments in more ways: Apply payments directly from the Customers list. LEARN MORE
More flexibility when applying credits: Apply credits in more ways and distribute them across multiple invoices with ease. LEARN MORE
Enhancements to customer advances: Create draft customer advances and assign unique payment IDs when they post. LEARN MORE
AR Ledger report: Enjoy more filtering flexibility with the ability to select multiple customers, filter by customer group, and include child customers. LEARN MORE
Add bill back transactions in bulk: Specify the bill back template to use for an invoice when importing it using CSV. LEARN MORE
New custom report object: Create custom reports based on customer refunds. LEARN MORE
You can now deactivate alternative accounts: Prevent accidental postings by deactivating alternate accounts that you no longer use. LEARN MORE
Customer Payments powered by StripeโEarly Adopter: Introducing a new way to accept customer payments directly within Sage Intacct through our integration with Stripe. LEARN MORE
Customer payment services retiring: Our Authorize.net and PayPal integrations are going away on November 7, 2025. Check out Versapay, a Sage recommended solution, to continue accepting customer payments in Sage Intacct. LEARN MORE
Cash Management
Improve bank transaction matching with more precise rules: Use more data fields to improve matching accuracy in reconciliations and to filter or view bank transactions more effectively. LEARN MORE
New NACHA file formats: This release we added new bank file formats to support ACH payments and include the ID numbers for vendors and employees. LEARN MORE
Funds transfers at entity level now require at least one bank account from that entity: When you add a funds transfer at the entity level, Intacct now checks that at least one of the accounts is owned by the entity. LEARN MORE
Upload digital signatures in PNG file format for use on checks: You can now upload a digital signature in PNG file format, as well as GIF and JPG file formats, to use when printing checks with a signature. LEARN MORE
Consolidation
Use the equity method with Advanced Ownership ConsolidationโEarly Adopter: Use the equity consolidation method to record subsidiary ownership income, automate general equity entries, ensure ownership transparency, and more. LEARN MORE
Contracts
Reassign dimensions on contract lines: Update dimensions on in-progress contract lines to ensure accurate reporting for future transactions. LEARN MOREย
Edit reversal dates on AR payments: Contracts now supports editing the reversal date on AR payments, improving accuracy and consistency across the AR workflow. LEARN MOREย
Update contract states: We added new actions to help you update contracts that need to be transitioned to Renewed or Not renewed. LEARN MOREย
Dashboard
Formatting changes for charts and graphs: Due to a behind-the-scenes update for charts and graphs, you might notice some minor formatting changes. . LEARN MOREย
Item mapping and bundling in SaaS IntelligenceโEarly Adopter: Stop product churn on old items by substituting new items for them. LEARN MOREย
Expenses
Link credit card transactions and electronic receipts to employee expense reports: Use credit card transactions with electronic receipts to help automate your employee expense creation process, saving time and reducing manual effort. LEARN MORE
Fixed Asset Management
Provide accumulated depreciation for historical assets: You can now choose to manually enter accumulated depreciation for historical assets or let Intacct calculate it for you. LEARN MORE
Update assets in bulk using the import service: Use the import service to update asset details and change asset states in bulk. LEARN MORE
Revert posted depreciation entries in bulk: Revert multiple depreciation postings at once from the Post Depreciation page, saving time and effort. LEARN MORE
Depreciation enhancements: We added the ability to view cumulative depreciation and updated the daily depreciation method. LEARN MORE
List and page enhancements: We added new features to Fixed Assets Management lists and pages, making it easier to manage journal posting rules, navigate to depreciation schedules, and more. LEARN MORE
General Ledger
View top-level transactions at the entity level: To speed up the Journal transactions list loading, top-level entries are hidden by default. LEARN MORE
Lettrage enhancements: Match transactions with improved efficiency and visibility. LEARN MORE
You can now deactivate alternate accounts: Prevent accidental postings by deactivating alternate accounts that you no longer use. LEARN MORE
Inventory & Supplies
Add flexibility to your order fulfillment workflow: New Fulfillment features empower your team to deliver requested items at the right timeโboosting order processing efficiency and customer satisfaction. LEARN MORE
Enhanced inventory reporting insights. Additional options are now available on the Inventory valuation report, providing you with greater visibility into the transactions that might affect your item costing. LEARN MORE
Track inventory transfers more securely: Warehouse transfer transaction definitions are replacing Inventory transfer transaction definitions. LEARN MORE
Order Entry
Summarize OE revenue recognition entries: Reduce GL transaction volume by summarizing revenue recognition postings daily, weekly, or monthly to improve performance, reconciliation, and audit efficiency. LEARN MORE
Platform services
Sage Intacct Data Flow now supports Tessitura: Reduce errors and improve efficiency with automatic transfer of data from Tessitura to Sage Intacct. LEARN MORE
Sage Intacct Fundraising powered by DonorPerfectโGeneral availability: Manage donors and execute successful fundraising campaigns. Rely on dashboards and reports for sound decision making. LEARN MORE
Platform services
Define application configuration values with configuration objectsโEarly Adopter: Define key-value pairs in a structured file to reference anywhere merge fields are supported. LEARN MORE
Projects and Grants
Improved revenue recognition based on budgeted project cost: You can now calculate revenue based on the date of the actual transactions for a given period. LEARN MORE
Add standard tasks to a project quickly: We added a new Add to Project bulk action option that is now available on the Standard task catalog page. LEARN MORE
Specify a primary project estimate forecast for quick access: Mark an estimate as a primary forecast to quickly identify the estimate as the forecast estimate. LEARN MORE
Purchasing
A new way to combine multiple documents into a single transactionโGeneral availability: When you create a Purchasing transaction, you can streamline your workflow by converting multiple documents, including lines of documents, into a single transaction. LEARN MORE
Line-level matching for smarter Purchasing automationโEarly Adopter: AP Automation with Purchasing now supports line-level document matching for more accurate and robust automation. LEARN MORE
eProcurement streamlines purchasing: Save time using vendor punchout catalogs seamlessly connected to Sage Intacct Purchasing. LEARN MORE
Greater visibility into match tolerance exceptions: Now you can easily identify the transaction lines that fall outside of price or quantity match tolerance ranges, and choose to accept, adjust or override the exceptions. LEARN MORE
Automated transactions without matchingโGeneral availability: You can now automate Purchasing transactions that do not have a source match defined, for example, vendor invoices that do not match to purchase orders or requisitions. LEARN MORE
Smarter email capabilities for AP Automation with Purchasing: Leverage auto-forwarding rules, process inline attachments, and transaction data from the email body with smarter email capabilities for AP Automation with Purchasing. LEARN MORE
Revenue Management
Summarize OE revenue recognition entries: Reduce GL transaction volume by summarizing revenue recognition postings daily, weekly, or monthly, to accelerate performance and reconciliation, and improve audit efficiency. LEARN MORE
ReportingโAdvanced
New AP Payment Approval History report objectโCRW: Create custom reports on AP payment approvals. LEARN MORE
New AR Customer Refund report objectโCRW: Create custom reports on AR customer refunds. LEARN MORE
Sage Construction Payroll
Enhancements in Sage Intacct Construction Payroll: Learn about the latest changes in Construction Payroll.
Sage Field Operations
Enhancements in Sage Field Operations: Weโve increased automation for agreements, and added more data to reports and metrics in the Business Intelligence Solution. LEARN MORE
Tax
New and updated custom reports for standard tax solutions: We added custom reports for France, Germany, New Zealand (Early Adopter), and Singapore (Early Adopter). We also updated the custom reports for France and the United Kingdom to support group VAT filing.ย LEARN MORE
Reporting account filter for Accounting Entries File (FEC) report: Multinational companies operating in France can now filter and run their FEC report on General Ledger reporting accounts. LEARN MORE
Time
Timesheet entry grid is now customizableโSage Intelligent Time: Customize the timesheet entry grid to control how time is entered and displayed.ย LEARN MORE
Calculate overtime in timesheets automaticallyโSage Intelligent Time: New ability to apply overtime rules for payroll and project billing. LEARN MORE
Manage employee leave within timesheetsโSage Intelligent TimeโEarly Adopter: You can now track leave requests, approval workflows, and time balances. This allows you to manage employee leave, ensuring precise payroll processing and legal compliance. LEARN MORE
Sage Intelligent Time no longer requires the Projects subscription: We removed the Projects subscription requirement so that time tracking is easily accessible, ensuring a smoother experience using Sage Intelligent Time. LEARN MORE
Training & Videos
New training and videos: We added new training courses and videos to help you get the most out of Sage Intacct.ย LEARN MORE
User interface
Enhanced lists are now the default experience: Quickly find what you need using advanced filters and smart column search, bringing greater power, flexibility, and ease to every list you use.ย LEARN MORE
Two new help content enhancements: We added a toggle to view instructions for either the enhanced or existing user interface and a language switcher to view content in your preferred language.ย LEARN MORE
Explore Sage Intacct 2025 R3 Updates
Weโre excited to announce a series of updates aimed at boosting your productivity and overall efficiency. For complete information, detailed explanations, and demonstration videos showcasing the enhancements in Sage Intacct 2025 R3, please refer to the full list of changes made.
