Sage Intacct 2025 Release 1: Highlights, Features, and More!
Sage Intacct’s 2025 R1 is here, and we’re excited to introduce the Sage Intacct 2025 R1 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.
Please note: this update will take place on the night of Friday, February 7th, 2025.
Notable features for this release:
Sage Copilot
Copilot Close Assistant—Early adopter
Gain clarity, save valuable hours, and ensure timely end-of-period reporting. Our central hub lets you monitor close
activities efficiently.
Release note coming soon!
Automation capabilities
AP Automation with Purchasing—General availability
Streamline your Purchasing process with AI to match incoming documents to existing purchase orders or receivers,
and more! LEARN MORE
Get end-to-end supplies item management with Sage Intacct Supplies Inventory
Efficiently manage employee supplies requests and approval flows with Sage Intacct Supplies Inventory. LEARN MORE
Purchase order approval delegation improvements
Enhance your purchase order approval process with improved delegation. Allow restricted users to be assigned as delegates and enable user groups to be selected as approvers. LEARN MORE
Strength in Financials
Automate revenue management even when billing through other applications
Process, defer, and recognize revenue from 3rd-party billing applications in bulk and with enhanced accuracy and
compliance. LEARN MORE
Enhanced currency support for funds transfers—Early adopter
Perform funds transfers with up to 3 unique currencies without having to create a manual journal entry. LEARN MORE
Generate NACHA ACH payment files
Improve the efficiency and security of your payment process by generating NACHA compliant ACH payment files. LEARN MORE
Transfer assets within an entity
Easily transfer assets between dimensions such as departments and projects, with accurate accounting and full visibility on the Transfer history tab. LEARN MORE
Introducing vendor-based approval for bill routing
Simplify your approval process with role-based approval rules for approval policies. Ensure that submissions are automatically routed to the right approver for review. LEARN MORE
New affiliate entity dimension for easier tracking and reporting—Early adopter
Optimize your consolidation process with the affiliate entity dimension to experience seamless auto-elimination of inter-entity activities. LEARN MORE
Industry Insights
Sage Intacct Clinical eProcurement—Coming soon!
Save time using vendor punchout catalogs seamlessly connected to Sage Intacct Purchasing. LEARN MORE
Lending Management—Early adopter
Lenders can now manage loans from origination to payoff including client billing, statements, and more. Includes full subledger tracking and reporting to ensure real-time portfolio insight and audit readiness. LEARN MORE
Projects and grants
- A new look for projects and grants: Streamlined project and grant records now provide faster, focused insight on billings and resource price information. LEARN MORE
- Simplify cost and grant reporting with one-click downloads: Easily assemble project and grant attachments to share with customers or grant funding sources. LEARN MORE
All Changes
Sage Copilot
Announcing Copilot Close Assistant—Early adopter: Reduce uncertainty related to the close process, wasted time, and unnecessary delays to end of-period reports and insights. Release note coming soon!
Search help with Copilot—Phased General Availability: Our AI-powered semantic search engine understands the context and intent behind your help queries, providing more accurate and relevant results. LEARN MORE
AI-powered Automation
AP Automation with Purchasing—General availability: This release, purchasing automation is available to all companies. An add-on to AP Automation, this feature automates draft transactions for incoming vendor invoices and matches them to purchase orders or receiving documents. LEARN MORE
Automated matching for inbound vendor invoices to existing purchase documents—Early adopter: AP Automation with Purchasing is opening an early adopter program to support standalone vendor invoices. LEARN MORE
Automated receipt submission for multi-currency companies: Streamline your expense reporting process by emailing your receipts directly to Sage Intacct from any device. This feature leverages artificial intelligence (AI) to assist in coding your receipts, making the entire process more efficient and accurate. LEARN MORE
Company and Administration
Authenticate and validate your custom email domain: Your email communications are secure and reliable when you authenticate and validate your custom email domain. LEARN MORE
Instance Setup Wizard enhancements: We updated the setup wizard to allow for smoother experience creating companies. LEARN MORE
Permission changes: Review changes in permission menus. LEARN MORE
Accounts Payable
AP Automation with Purchasing—General availability: This release, purchasing automation is available to all companies. An add-on to AP Automation, this feature automates draft transactions for incoming vendor invoices and matches them to purchase orders or receiving documents. LEARN MORE
New bill approval rule: Assign a specific approver to each vendor with vendor-based approval. LEARN MORE
Vendor visibility user interface changes: Learn about small changes to the user interface and workflow around vendor restrictions. LEARN MORE
Accounts Receivable
AR statement enhancements: Include custom field data in statements and process larger statements runs with more ease. LEARN MORE
Receive a payment is retiring soon: Get ready to transition to Receive payments in 2025 Release 2. LEARN MORE
Customer visibility user interface changes: Learn about small changes to the user interface and workflow
around customer restrictions. LEARN MORE
Cash Management
Funds transfer—Early adopter: Make 3-way currency funds transfers when you join the Early adopter program. LEARN MORE
NACHA payment files: You can now generate NACHA-compliant ACH payment files in Sage Intacct. LEARN MORE
Bank transaction assistant: Draft payments that you receive but are not ready to post. LEARN MORE
Print Canadian checks in French: Print on blank or preprinted check stock. LEARN MORE
Canadian bank file payments: You can now pay vendors and employees electronically with new Canadian bank file formats. LEARN MORE
Consolidation
Affiliate entity dimension—Early adopter: Use the new affiliate entity dimension to track inter-entity activity, enabling enhanced reporting and automated inter-entity eliminations for Consolidation subscriptions. Now available to early adopters with a Consolidation subscription. LEARN MORE
Fixed Asset Management
Transfer assets within an entity: Easily move assets between departments, projects, or other dimensions. Each transfer automatically generates GL journal entries to ensure accurate records and is logged in the asset’s Transfer History. LEARN MORE
General Ledger
Prevent direct posts to specified journals: Eliminate a primary cause of discrepancies between subledgers and the Trial balance report. You can prevent direct posts on a journal-by-journal basis. LEARN MORE
Regularization account reclassification for regional reporting compliance: Ensure regional reporting compliance by configuring balance sheet accounts to be automatically classified as assets or liabilities depending on their balance. LEARN MORE
Industry
Enhancements in Sage Intacct Forms and Operational Workflows: Simplify onboarding your clients and streamline interactions with new onboarding workflows and client portals. LEARN MORE
Healthcare
Clinical eProcurement streamlines purchasing for healthcare organizations: Save time using vendor
punchout catalogs seamlessly connected to Sage Intacct Purchasing. LEARN MORE
Enhancements in EMRConnect: Learn about the updates that make EMRConnect even better! LEARN MORE
Industry solutions
Enhancements in Sage Intacct Data Flow: We’ve improved the flow of data from HubSpot to Intacct, and you can now use the Data Table tool to update data without removing existing data in the data table. LEARN MORE
Enhancements in Sage Intacct Forms and Operational Workflows: The audit log is easier to query, and we’ve added many new forms and workflows for construction and church/ministry. LEARN MORE
Consolidated dashboards in Sage Intacct Project Intelligence: For multi-entity organizations operating in
different base currencies, new dashboards let you see consolidated data across all entities in a single base
currency. LEARN MORE
Inventory Control & Supplies Inventory
Automatic updates ensure inventory valuation accuracy: Easier configuration for new subscribers keeps inventory costs up-to-date. LEARN MORE
Get end-to-end supplies item management with Sage Intacct Supplies Inventory: Conveniently manage your supplies inventory workflow requests, approvals, and purchases. LEARN MORE
More flexibility during transaction processing: New security settings offer restricted users added control of their draft inventory transactions. LEARN MORE
Lending Management
Lending Management—Early adopter: Lenders can now manage loans from origination to payoff including client billing, statements, and more. Includes full subledger tracking and reporting to ensure real time portfolio insight and audit readiness. LEARN MORE
Order Entry
View dimensions in subtotals: Dimension distributions can now display across subtotal line items in entity-level sales transactions. LEARN MORE
More flexibility during transaction processing: Modified security settings offer restricted users added control of their draft sales transactions. LEARN MORE
Automate revenue management even when billing using a different application: Integrate your third-party billing with Sage Intacct’s Revenue Management. Accurately process, defer, and recognize revenue from external invoices while ensuring compliance and streamlined reporting. LEARN MORE
Platform services
Enable the Platform translation tool: Use Company settings to enable a tool that provides simple translation options for your applications. LEARN MORE
Improved Platform Trigger Creation for POST Requests—Early adopter: Use the webhook delivery option to simplify HTTP post requests in Triggers. LEARN MORE
Projects and Grants
A new look for projects and grants: Streamlined project and grant records now provide faster, focused insight on billings and resource price information. LEARN MORE
Simplify cost and grant reporting with one-click downloads: Easily assemble project and grant attachments to share with customers or grant funding sources. LEARN MORE
Purchasing
AP Automation with Purchasing—General availability: This release, purchasing automation is available to all companies. An add-on to AP Automation, this feature automates draft transactions for incoming vendor invoices and matches them to purchase orders or receiving documents. LEARN MORE
More flexibility for approvals: Share the workload with the ability to extend who can act as a delegate for approval requests when you’re away from the office. LEARN MORE
View dimensions in subtotals: Dimension distributions can now display across subtotal line items in entity-level purchase transactions. LEARN MORE
Edit tax information in Purchasing draft transactions: To support Purchasing automation, you can now create draft Purchasing transactions without entering tax solution information. You can update the draft later to enter a tax solution, tax schedules, and tax details. LEARN MORE
More flexibility during transaction processing: Modified security settings offer restricted users added control of their draft purchase transactions. LEARN MORE
Reporting—Financial
Variance analysis reports added to all QuickStart templates: For companies created using a QuickStart template, the Variance analysis reports help you analyze your budget performance by department or location. LEARN MORE
Revenue Management
Automate revenue management even when billing through other applications: Integrate your third-party billing with Sage Intacct’s Revenue Management. Accurately process, defer, and recognize revenue from those invoices while ensuring compliance and streamlined reporting. LEARN MORE
Taxes
Tax submission for custom tax solutions—Generally available: Our new tax submission workflow
streamlines the tax filing process for any company using a custom tax solution. LEARN MORE
Support for term discounts for taxes—Early adopter: Customers using a standard or custom tax solution in the Taxes application can capture taxes on term discounts in their Accounts Receivable and Order Entry transactions. LEARN MORE
Create customized tax reports—Early adopter: Define tax report boxes, add those defined boxes to a tax report template, and run a tax report from that template to calculate your tax burden for a defined period. LEARN MORE
Time and Expenses
Create and apply clear pricing structures—Sage Intelligent Time: Use rate cards to apply standard billing rates for employees, items, projects, and tasks. LEARN MORE
Automated receipt submission for multi-currency companies: Streamline your expense reporting process by emailing your receipts directly to Sage Intacct from any device. This feature leverages artificial intelligence (AI) to assist in coding your receipts, making the entire process more efficient and accurate. 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. LEARN MORE
User interface
Lists enhancements—General availability: Manage list and record details side by side, leverage advanced filters, customize your list view for the way you work, and so much more. Try it! LEARN MORE
Updated user interface changes: We updated labels in Accounts Payable, Accounts Receivable, Cash Management, Company, Consoles, Fixed Assets Management, Inventory Control, Order Entry, Projects, Purchasing, and WIP Management. LEARN MORE
Explore Sage Intacct 2025 R1 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 2025 R1, please refer to the full list of changes made.
