Sage Intacct 2026 Release 2: Highlights, Features, and More!
Sage Intacct’s 2026 R2 is here, and we’re excited to share the standout features we found most valuable for you in this fourth and final release of 2026. Explore the Sage Intacct 2026 R2 Highlights to see the updates designed to enhance efficiency, usability, and data-driven decision-making while streamlining your business processes.
Features
AI and Automation
Intelligent 3-way matching with AP Automationy
Intelligent 3-way matching with AP Automation-Intelligent 3-way matching strengthens AP Automation by introducing AI‑driven, line-level document matching across purchase orders, receivers, and vendor invoices. This enhancement increases accuracy, reduces manual intervention, and helps teams resolve discrepancies faster and with greater confidence. LEARN MORE
Sage Intacct AI Gateway (1.0)
Introducing the Sage Intacct AI Gateway. Secure, scalable connectivity for AI applications through Sage Intacct REST API and MCP Server. LEARN MORE
Finance Intelligence agent—Phased Early Adopter
Finance Intelligence agent—Phased Early Adopter-The Finance Intelligence agent is your Sage Ai-powered partner that helps you find answers about your financial data and drive better decision-making. Using Sage Copilot, you can ask questions, get insights, and explore your information all by using natural language. Customers and partners have already been selected for the first phase of the Early Adopter rollout occurring during R2. We look forward to welcoming more customers as we expand the rollout further in 2026. LEARN MORE
Enhancements to AP Automation
Enhancements to AP Automation-We’ve made several improvements to AP Automation to give AP teams more flexibility and streamline transaction processing. These updates focus on making it easier to upload and review bills while improving how automation adapts to real-world variations. LEARN MORE
Enhancements to AP Automation
Enhancements to AP Automation-We’ve made several improvements to AP Automation to give AP teams more flexibility and streamline transaction processing. These updates focus on making it easier to upload and review bills while improving how automation adapts to real-world variations. LEARN MORE
Link to custom views from tasks in Close Workspace
Enhancements to AP Automation-We’ve made several improvements to AP Automation to give AP teams more flexibility and streamline transaction processing. These updates focus on making it easier to upload and review bills while improving how automation adapts to real-world variations. LEARN MORE
APIs and Developer Updates
The REST API offers a developer-friendly solution for integrating with Sage Intacct:
The REST API offers developer-friendly solutions for integrating with Sage Intacct. LEARN MORE
Stay up-to-date with XML API changes
While Sage Intacct continues to support the XML API, going forward, all new objects and features will be released in the REST API. LEARN MORE
Company Administration
Introducing the Roles permissions report
Introducing the Roles permissions report-Administrators can now view a consolidated snapshot of all permissions assigned to a role in a single, standard report. The new report includes both standard and custom permissions. The Roles permissions report aggregates all permissions associated with a role at a specific point in time. Administrators can quickly review role access without cross‑referencing multiple sources. LEARN MORE
Simplified external user management—Consoles
Simplified external user management—Consoles-You can now manage each external user from a single record tied to the parent console. This update removes duplicate user records and centralizes permission management across linked consoles, making administration simpler and more consistent. LEARN MORE
Email domain validation at the console level
Email domain validation at the console level-Email domain validation has just gotten easier for partners who send email on behalf of multiple client companies. Partners who manage multiple client companies can now validate an email domain once at the console level. That validation then automatically applies to all companies linked to the console. LEARN MORE
Restricted file types for attachments
Restricted file types for attachments – To improve security, certain file types can no longer be uploaded as attachments. This change helps prevents potentially harmful files from being added. The following file types are no longer supported for attachment uploads: .bat; .cmd; .com; .dll; .dmg; .exe; .iso; .jar; .msi; .ps1; .sh; .sys; .vbs; .vhd. LEARN MORE
New entity-level logo for AP bank remittance
New entity-level logo for AP bank remittance-You can now upload entity‑level logos for AP bank remittance documents to clearly identify the issuing entity and meet regional compliance requirements where documents must reflect the correct entity. LEARN MORE
Comprehensive List of Changes Made in 2026 R2
Accounts Payable
Enhancements to AP Automation
We’ve made several improvements to AP Automation to give AP teams more flexibility and streamline transaction processing. These updates focus on making it easier to upload and review bills while improving how automation adapts to real-world variations. Learn More
Improved remittance support for bank files
Get more control over how remittance information is generated and delivered to vendors. This enhancement is designed for companies, in particular international ones, who do not use check payments and need clearer remittance communication for bank file payments. Learn More
Accounts Payable advances now support different bank and transaction currencies
Create an Accounts Payable advance even when the bank currency is different from the transaction currency. This update expands support for multi‑currency advance scenarios. Learn More
Apportioned PO subtotals display as separate lines on Accounts Payable bills
When you create an Accounts Payable bill from a purchase order that includes apportioned subtotals such as freight or tax, those charges now appear as separate subtotal lines on the bill. Ensure greater accuracy when applying apportioned inventory purchase costs with term discounts, to prevent discounts from being applied to non-item costs. Separate item charges are clearly marked as separate from item line amounts. Learn More
Vendor Payments powered by CSI to end August 7, 2026
Vendor Payments powered by CSI will no longer be supported after August 7, 2026 with our R3 release. To explore alternative solutions, contact your account manager or partner. Learn More
Accounts Receivable
Process customer refund payments through Accounts Payable
This release introduces a new way to process customer refunds by integrating Accounts Receivable and Accounts Payable workflows. You can now create refunds in Accounts Receivable that generate linked bills in Accounts Payable for payment processing. This approach helps enforce segregation of duties while making customer refunds easier to track and manage. Learn More
Enhancements to embedded Customer Payment Services—Early Adopter
Accelerate cash flow by offering a self-service payment option to your customers with the new embedded Customer Payment Services feature. If you’ve subscribed to an inbound payment service provider, you can allow your customers to pay invoices electronically through a secure link in invoices that you email to them. This embedded payment experience is powered by Fortis and other payment providers, and is designed to streamline your receivables process. Learn More
Cash Management
Cash requirements now includes automatic customer payment reminders—Early Adopter
Now you can send automatic payment reminders to selected customers at the touch of a button, accelerating collections and improving cash flow right when you need to most. Learn More
Other updates and enhancements to Cash Management
Now, when you select the option to enforce user entity restrictions for bank and credit card accounts, the restrictions also apply to transactions. This means that an top-level user viewing the Bank transactions page will see only transactions for their entities’ accounts. Learn More
Construction
Flexibly release retainage from a project contract
Flexible retainage release is now supported for project contracts. Learn More
Enhancements in work in progress (WIP) management
In this release we’ve made the following enhancements to work in progress (WIP) management. Base a project’s PM forecasts on its primary forecast estimate. By default, duplicate projects are not included in WIP schedules. Learn More
Fixed Assets Management
Summarize depreciation postings
Automatically group depreciation entry postings by GL account and dimensions to improve report readability, speed up period close, and simplify audits. Learn More
Split an asset into multiple assets
Split an asset directly from the asset record while maintaining accurate depreciation and auditability. Learn More
Reverse depreciation postings
Correct depreciation errors by reversing posted entries instead of deleting the original entry. Learn More
Revert partial disposals
Easily undo partial disposals while preserving accurate depreciation and audit trails. Learn More
Enhancements to CIP asset capitalization:
Get more control over when and how you capitalize Construction in Progress (CIP) assets. You can now specify a capitalization date that aligns with your accounting timelines and revert a capitalization if you need to make changes. Previously, capitalization always used the current date and couldn’t be undone. Learn More
Other updates to Fixed Assets Management
Disposals moved to a dedicated tab. FAM section repositioned for AP and Purchasing. Label improvements. Learn More
Inventory & Supplies
Centralized inventory item attachments
Store centralized item attachments to reduce fulfillment errors: Images, specifications and packaging guides are now easy to access on an item record, helping teams work faster and deliver with greater accuracy. Increase operational efficiency with centralized item reference documentation. Now upload, store, and view item-related attachments such as images, specification sheets, Material Safety Data Sheet (MSDS) files, and installation guides. These attachments are accessible directly from an item record or through APIs, improving item identification, operational accuracy, and cross-team communication. Learn More
More control of transaction cost precision
Customers working with high-precision costs need more predictable and consistent behavior. Sage Intacct now gives you more control of how many decimal places—up to 10—are used when posting and editing transactions. This improvement gives you greater transaction handling confidence with consistently accurate item costs to reduce rounding discrepancies. Learn More
Track inventory transfers more securely
Warehouse transfer transaction definitions provide more comprehensive inventory activity tracking compared to Inventory transfer transaction definitions. To ensure all customers are using warehouse transfer transaction definitions, later this year Inventory Transfer In/Out transaction definitions will stop being supported. Learn More
Order Entry
Individual charges and invoice runs for billing groups
Easily add one-off charges and view invoice runs for billing groups. Learn More
Customize sender and reply‑to email addresses for Order Entry communications
Improve security and consistency by preventing the use of unauthorized or incorrect sender addresses and supporting internal email authentication and sender‑identity policies. Learn More
Platform Services
Define application configuration values with configuration objects—General Availability
Define application configuration values with configuration objects—General Availability. Learn More
Projects and Grants
Project & Grant financial summary enhancements
You can now select the currency in which to view the financial summary for a project and drill down to supporting transactions. Learn More
Purchasing
Custom Purchasing approvals—Early Adopter
Automatically route purchase orders using flexible, multi‑condition rules so the right people approve the right spend while reducing manual effort and enforcing consistent purchasing controls at scale. Configure custom approval workflows for Purchase transactions using flexible, rule‑based logic. With custom Purchasing approvals, administrators can define approval rules based on vendor attributes, payment priority, and transaction amounts to automatically route Purchase transactions to the appropriate approvers. Learn More
Intelligent 3-way matching with AP Automation
Intelligent 3-way matching strengthens AP Automation by introducing AI‑driven, line-level document matching across purchase orders, receivers, and vendor invoices. This enhancement increases accuracy, reduces manual intervention, and helps teams resolve discrepancies faster and with greater confidence. Learn More
Improved accuracy for apportioned item charges
We’ve improved how additional subtotal charges such as tax, freight, and other fees, are handled on inventory-related Accounts Payable bills. This update prevents discounts from being applied to non-inventory costs and ensures accuracy when apportioning inventory purchase costs with term discounts. Learn More
Saas Intelligence
SaaS Intelligence advanced analytics—Early Adopter
SaaS Intelligence now delivers next‑generation analytics with more flexible dashboards, deeper SaaS metrics, and predictive insights. Learn More
Taxes
Updates and enhancements for taxes
Enter partial exemption at the top level. Manually retrieve missing tax submission files. Learn More
Exemption Certificate Management (ECM) integration with Avalara—Early Adopter
Confirm customer exemption status, request missing certificates, and stay audit-ready without switching between systems. Learn More
Training & Videos
New training and videos
At Sage Intacct, we get how vital it is to have in-depth and best practice learning that enhance your use of Intacct. To that end we recently: Provided access to new and updated self-paced, on-demand courses that guide you through specific tasks and features. Added new product demo videos to help you get up and running on a variety of tasks. Learn More
Explore Sage Intacct
2026 R2 Updates
We’re 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 2026 R2, please refer to the full list of changes made.
