Sage Intacct 2026 Release 3: Highlights, Features, and More!
Sage Intacct’s 2026 R3 is here, and we’re excited to share the standout features we found most valuable for you in this third release of 2026. Explore the Sage Intacct 2026 R3 Highlights to see the updates designed to enhance efficiency, usability, and data-driven decision-making while streamlining your business processes.
Features
AI and Automation
Identify high-risk transactions using AI-driven anomaly detection for AP Automation
AP Automation uses AI-driven anomaly detection to identify potentially risky transactions before payment. Sage Intacct analyzes vendor billing patterns and submission details to flag unusual transaction amounts and unrecognized vendor email addresses. This helps AP teams focus on higher-risk transactions, reduce manual review, and strengthen fraud controls. LEARN MORE
Discover and use AI agents in Sage Intacct
Extend Sage Copilot with AI agents from certified Sage partners. Discover, purchase, and manage agents from a centralized marketplace while controlling access through Sage Intacct roles. Sage reviews and certifies all marketplace agents through a technical, security, and legal process. LEARN MORE
Block email addresses from automated document processing
Prevent unwanted or suspicious email addresses from generating transactions in Sage Intacct through AP Automation, Sage Expense Management, and E-Invoicing. By blocking specific email addresses before documents enter Intacct, you can help reduce fraud and maintain greater control over automated transaction processing. 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
Updated global navigation brings Sage products and tools together
We’ve updated the global navigation experience to help you move between Sage applications, access shared Sage tools, and quickly identify your product and company from a single, consistent location. The navigation supports both light and dark themes and is fully accessible using a keyboard. LEARN MORE
Email verification for user accounts
Keep Sage Intacct user accounts and email addresses secure and up-to-date. Intacct now verifies new or updated email addresses and periodically asks users to confirm that their email address is still valid. LEARN MORE
Validate email sender domains one time for your entire console hierarchy
Validate email sender domains one time for your entire console hierarchy. LEARN MORE
Comprehensive List of Changes Made in 2026 R3
Accounts Payable
Post multiple bills at the same time
Save time and reduce manual effort by posting up to 20 bills at the same time when you turn on enhanced lists. Previously, you could only post these transactions one at a time. LEARN MORE
Streamline customer refund processing in Accounts Payable
Vendors and bills created from customer refunds can now follow standard Accounts Payable vendor and bill approval workflows. You can also more easily identify and process customer refund payments using new filtering and visibility options in Pay bills. If approval review is not required, you can configure customer refund vendors and bills to skip approvals. LEARN MORE
Automate prepaid expense amortization—Early Adopter
Eliminate manual tracking of prepaid expenses and automate expense recognition over time. You can now apply amortization details to bills and purchasing transactions, and Sage Intacct automatically creates an amortization schedule using the Straight-line method. This improves accuracy and helps ensure that prepaid expenses are recognized in the appropriate accounting periods. LEARN MORE
Vendor Payments powered by CSI has been retired
Vendor payments powered by CSI was retired with this release. To explore alternative solutions, contact your account manager or partner. LEARN MORE
Accounts Receivable
Post multiple invoices and adjustments at the same time
Save time and reduce manual effort by posting invoices in bulk when you turn on enhanced lists. Previously, you could only post these transactions one at a time. Learn More
Enhancements to embedded Customer Payment Services—Early Adopter
Accelerate cash flow by offering a self-service payment option to your customers directly from their invoices. This embedded payment experience is designed to streamline your receivables process with services powered by Fortis and other payment providers. In this release, we’ve introduced additional capabilities to make your receivables processing even more efficient:
- Invoices you import through CSV file can now be enabled for electronic payment processing, allowing invoice creation at scale.
- Customer refunds and partial payments are now supported through the Fortis payment service, eliminating the need for outside processing and preventing duplicate payments.
Customize sender and reply‑to email addresses for Accounts Receivable invoices and statements
Improve security and consistency by preventing the use of unauthorized or incorrect sender email addresses and supporting internal email authentication and sender‑identity policies. Learn More
Cash Management
Enhancements to Cash intelligence—Early Adopter
In our previous release, we added the ability to send automatic payment reminders directly from the Cash intelligence page. Now, if you are participating in the Customer Payment Services EA program and subscribed to a payment provider, these reminders include a secure Pay Now link for customers to submit payments instantly—easing the payment process for your customers and accelerating collections for you. Learn More
Increased precision in display of reconciliation information
Last reconciliation type—new statuses
- The new possible statuses for the Last reconciliation type field are as follows:
- Banking cloud: Bank feed or Bank transaction assistant (BTA) file import
- Classic import: Classic import experience
- Manual: Manual transaction matching
- These are all the possible statuses and replace all previous statuses.
Construction
Enhanced project contract billing workflow—Early Adopter
Bill project expenses with greater flexibility across periods and invoices using the enhanced project contract billing workflow. LEARN MORE
Subcontractor payment application workflow—Early Adopter
Streamline subcontractor billing and meet regional regulatory requirements with the new subcontractor payment application workflow. LEARN MORE
Automated retainage holding on primary documents
Define and assign automated retainage withholding rules on primary documents with the new advanced retainage feature. LEARN MORE
View history of cost forecast details in work in progress (WIP) management—Early Adopter
Contracts
Improve transparency for usage-based invoices
New quantity and price fields provide greater visibility into how usage-based charges are calculated and billed, helping reduce customer confusion and invoice disputes. This enhancement makes usage and pricing information available throughout the billing workflow and in printed invoices. LEARN MORE
Fixed Assets Management
Reverse asset disposals
You can now reverse full and partial asset disposals in Fixed Assets Management. Reversing a disposal creates offsetting journal entries and restores the asset and related depreciation information to its state before the disposal. This helps you correct disposal errors while preserving posted accounting activity. Previously, you could only revert disposals, which deleted the original journal entries. In some regions, accounting standards require posted transactions to be reversed rather than deleted. LEARN MORE
Revert summarized depreciation postings
You can now summarize depreciation postings when the correction treatment for Fixed Assets Management is set to Revert. Previously, summarized depreciation postings were available only when correction treatment was set to Reverse. This enhancement helps reduce General Ledger volume and gives you the flexibility to revert individual depreciation entries that are included in a summarized posting. LEARN MORE
Add dimensions and additional fields to the Roll Forward report
You can now include dimensions and additional asset fields directly in the Roll Forward report. This enhancement lets you view financial amounts alongside asset attributes in a single report, eliminating the need to run and reconcile multiple reports. LEARN MORE
Other updates to Fixed Assets Management
You can now switch between the Revert and Reverse correction treatment options at any time. Changes apply only to future transactions. Existing transactions continue to follow the correction treatment that was in effect when they were processed. Previously, selecting Reverse was permanent and you couldn’t switch back to Revert. LEARN MORE
General Ledger
Simplified General Ledger set up and easier access to journal entry approvals
We’ve moved the setup for journal entry approvals to the General Ledger (GL) Setup menu. LEARN MORE
Fast access to journal entry templates
You can access all types of journal entry templates, which can be used to memorize, schedule, and standardize entries, directly from the General Ledger > All menu. LEARN MORE
Industry Solutions
Updates in Enhanced Sage Intacct Planning (eSIP)
Announcing Sage Intacct daily sales report powered by Craftable
Craftable supports the unique workflows of hospitality businesses. Integrating Craftable and Sage Intacct connects your operational and financial data, giving you continuous visibility into daily sales. LEARN MORE
Announcing Lending Management
We’re excited to announce that Lending Management is generally available in the United States. Lending Management gives you the tools to manage loans through their full life cycle—from origination to payoff—for both revolving and non-revolving loan instruments.Lending Management transactions are posted in real time and data is synchronized seamlessly. Lending Management synchronizes with Order Entry to provide invoices. Order Entry transactions are posted automatically to Accounts Receivable and General Ledger. Lending Management interacts with Accounts Payable for Loan Disbursement. LEARN MORE
Updates in Sage Intacct Paperless
Craftable supports the unique workflows of hospitality businesses. Integrating Craftable and Sage Intacct connects your operational and financial data, giving you continuous visibility into daily sales. LEARN MORE
Updates in Sage Intacct Real Estate
Sage Intacct Real Estate adds property management functionality to Sage Intacct. The solution features a unique data structure that puts the lease document at the center of your workflow, making it flexible enough to accommodate virtually any lease agreement. Real Estate also tracks other business-critical details related to your properties and offers multiple billing options. LEARN MORE
Invetory & Supplies
Manage supplies without blocking negative inventory
Previously, you couldn’t configure and use Supplies Inventory if your company allowed negative inventory sales transactions. With this new configuration flexibility and an exception-based workflow, you can bridge timing gaps between physical inventory movement and system transactions. LEARN MORE
Order Entry
Preview invoices for billing groups
You can now preview invoice details before starting an invoice run for billing groups. Review billing information, invoice amounts, and charges to help catch issues early and bill with confidence. If you use Revenue Management, invoices can be generated in Draft state so you can assign revenue recognition information before posting. LEARN MORE
A new way to combine multiple documents into a single transaction
When you move a transaction through a sales workflow, you convert one document to the next step, as defined in the corresponding Order Entry transaction definition. However, the convert functionality only allows you to convert one full document at a time. Now you can choose to convert one or more sales orders at a time, including specific lines from different orders. 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
Updates to Custom Purchasing approvals—Early Adopter
Custom Purchasing approvals now support additional header-level and line-level fields, helping you create more precise approval rules for Purchasing transactions. Learn More
Customize sender and reply‑to email addresses for Purchasing communications
Improve security and consistency by preventing the use of unauthorized or incorrect sender email addresses and supporting internal email authentication and sender‑identity policies. Learn More
Reporting & Insights
Compare-to options for additional reporting periods in performance cards
We’ve added more options for using dashboard performance cards to compare data across cumulative reporting periods. Learn More
Smart Excel reporting—Early Adopter
We’re excited to offer a new report writing option that lets you use Sage Intacct financial data to build reports directly in Microsoft Excel. The financial data remains linked to the Excel report so that you can refresh it with the latest information as needed. Sage Intacct security permissions are applied for the linked data through Excel. Learn More
Exclude blank pages from reports
When you select the Individual report option to generate separate reports for certain dimensions, you can now streamline the report output by suppressing blank pages for dimension values with no data for the period. Learn More
Taxes
Override tax schedules in Order Entry and Purchasing
Customers using our standard or custom tax solutions can make tax schedule maps inactive and override tax schedules at the line level in transactions, giving you control over tax calculations to fit your business needs. Learn More
Avalara use tax in Purchasing—Early Adopter
Subscribers to Avalara AvaTax can now apply use taxes in Purchasing transactions. Use tax is applied when sales tax is not collected or differs from the tax owed in the jurisdiction where goods are used. When you enable Avalara use tax, you can apply use tax as a standalone tax, or to offset sales tax when partial taxes have been paid on out-of-state purchases. 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 available to make sure you get the most out of Intacct.
- Access new and updated self-paced, on-demand courses that guide you through specific tasks and features.
- View demo videos to help you get up and running on a variety of tasks.
User Experience
Migrate to Sage Collaborate to get more visibility and control
Sage Collaborate is the next generation of Intacct Collaborate, helping your team communicate in real time directly on Sage Intacct records. With this release, eligible companies can migrate from Intacct Collaborate to Sage Collaborate and take advantage of new capabilities that improve visibility, administration, and access management. Learn More
