Introducing Sage Intacct 2025 R3

Introducing Sage Intacct 2025 R3 and What’s New!

Sage Intacct 2025 Release 3 (R3) went live on August 8th. The latest release delivers enhancements across four main themes including how to maximize time, accelerate decision-making, and features optimized for your business.

Sage Intacct 2025 Release 3 Highlights

Maximize Time

Announcing Sage Copilot Close Workspace – Early Adopter: Standardize your close process with repeatable, trackable workflows.

Get ready for enhanced lists as the default experience: You will soon notice that enhanced lists are the default for your company.

Vendor Payments powered by MineralTree – General 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.

A new way to combine multiple documents into a single transaction – General availability: When you create a Purchasing transaction, you can streamline your workflow by converting multiple documents, including lines of documents, into a single transaction.

Line-level matching for smarter Purchasing automation – Early Adopter: AP Automation with Purchasing now supports line-level document matching for more accurate and robust automation.

Sage Intacct eProcurement streamlines purchasing: Save time using vendor punchout catalogs seamlessly connected to Sage Intacct Purchasing.

Use the equity method with Advanced Ownership Consolidation – Early Adopter: You can now use the equity consolidation method to record subsidiary ownership income. Sage Intacct automatically generates equity entries, ensures ownership transparency by recording and tracking changes by period, and supports single subsidiary rollup to multiple parents with multiple rollup levels.

Delegate bill approvals: Maintain a seamless bill approval workflow when approvers are out-of-office.

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.

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.

Optimized For Your Business

Timesheet entry grid is now customizable – Sage Intelligent Time: Customize the timesheet entry grid to control how time is entered and displayed.

Calculate overtime in timesheets automatically – Sage Intelligent Time: New ability to apply overtime rules for payroll and project billing.(US-only).

Manage employee leave within timesheets – Sage Intelligent Tiem – Early 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).

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.

All Changes in Sage Intacct 2025 R3

Sage Copilot

Search help with Copilot – Availability in all English – speaking regions: Our AI-powered semantic search engine understands the context and intent behind your help queries, providing more accurate and relevant results.

Announcing Sage Copilot Close Workspace – Early Adopter: Standardize your close process with repeatable, trackable workflows.

Announcing Close Automation – General Availability: A suite of tools that delivers a smoother, faster close.

AI-Powered Automation

Line-level matching for smarter Purchasing automation – Early Adopter: AP Automation with Purchasing now supports line-level document matching for more accurate and robust automation.

Calculate overtime in timesheets automatically – Sage Intelligent Time: New ability to apply overtime rules for payroll and project billing.

Smarter email capabilities for AP Automation: Leverage auto-forwarding rules and process inline attachments and transaction data from the email body.

Automated transactions without matching – General 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.

Company and Administration

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.

New import service – updates: New imports are available for the Sage Intacct import service. Simplify data imports with AI-powered tools that handle the complexity for you.

Permission changes: We changed permissions for Time—Sage Intelligent Time, Accounts Receivable, Contracts, and Order Entry.

Accounts Payable

Delegate bill approvals: Maintain a seamless bill approval workflow when approvers are out-of-office.

Vendor Payments powered by MineralTree – General 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.

Smarter email capabilities for AP Automation: Leverage auto-forwarding rules and process inline attachments and transaction data from the email body.

Pay bills in more ways: Pay bills for a vendor directly from the Vendors list.

You can now deactivate alternative accounts: Prevent accidental postings by deactivating alternative accounts that you no longer use.

New custom report object: Create custom reports based on payment approval history.

Accounts Receivable

Customer refunds – General Availability: Record refunds that you make to customers against existing credits.

Receive payments in more ways: Apply payments directly from the Customers list.

More flexibility when applying credits: Apply credits in more ways and distribute them across multiple invoices with ease.

Enhancements to customer advances: Create draft customer advances and assign unique payment IDs when they post.

AR Ledger report: Enjoy more filtering flexibility with the ability to select multiple customers, filter by customer group, and include child customers.

Add bill back transactions in bulk: Specify the bill back template to use for an invoice when importing it using CSV.

New custom report object: Create custom reports based on customer refunds.

You can now deactivate alternative accounts: Prevent accidental postings by deactivating alternative accounts that you no longer use.

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.

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.

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.

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.

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.

Consolidation

Use the equity method with Advanced Ownership Consolidation – Early Adopter: You can now use the equity consolidation method to record subsidiary ownership income. Sage Intacct automatically generates equity entries, ensures ownership transparency by recording and tracking changes by period, and supports single subsidiary rollup to multiple parents with multiple rollup levels.

Contracts

Reassign dimensions on contract lines: Update dimensions on in-progress contract lines to ensure accurate reporting for future transactions.

Edit reversal dates on AR payments: Contracts now supports editing the reversal date on AR payments, improving accuracy and consistency across the AR workflow.

Update contract states: We added new actions to help you update contracts that need to be transitioned to Renewed or Not renewed.

Dashboards

Item mapping and bundling in SaaS Intelligence – Early Adopter: Stop product churn on old items by substituting new items for them.

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.

Fixed Assets 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.

Update assets in bulk using the import service: Use the import service to update asset details and change asset states in bulk.

Revert posted depreciation entries in bulk: Revert multiple depreciation postings at once from the Post Depreciation page, saving time and effort.

Depreciation enhancements: We added the ability to view cumulative depreciation and updated the daily depreciation method.

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.

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.

You can now deactivate alternative accounts: Prevent accidental postings by deactivating alternative accounts that you no longer use.

Healthcare

Improvements to value transformations in EMRConnect: A new Value Transformations page helps you make value transformations more quickly and easily.

Inventory & Supplies

Add flexibility to your order fulfillment workflow: New Fulfillment features empower your team to deliver requested items at the right time—boosting order processing efficiency and customer satisfaction.

Enhanced inventory reporting insights: Additional options are now available on the Inventory valuation report, providing you with greater visibility into the transactions which might affect your item costing.

Track inventory transfers more securely: Warehouse transfer transaction definitions are replacing Inventory transfer transaction definitions.

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.

Platform Services

Define application configuration values with configuration objects – Early Adopter: Define key-value pairs in a structured file to reference anywhere merge fields are supported.

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.

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.

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.

Purchasing

A new way to combine multiple documents into a single transaction – General availability: When you create a Purchasing transaction, you can streamline your workflow by converting multiple documents, including lines of documents, into a single transaction.

Line-level matching for smarter Purchasing automation – Early Adopter: AP Automation with Purchasing now supports line-level document matching for more accurate and robust automation.

eProcurement streamlines purchasing: Save time using vendor punchout catalogs seamlessly connected to Sage Intacct Purchasing.

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.

Automated transactions without matching – General 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.

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.

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.

Reporting – Advanced

New AP Payment Approval History report object – CRW: Create custom reports on AP payment approvals.

New AR Customer Refund report object – CRW: Create custom reports on AR customer refunds.

New in Interactive Visual Explorer (IVE): IVE offers new and updated features and functionality that broaden the scope of your visualizations for greater data insights.

Sage Field Operations

Enhancements in Sage Field Operations: They’ve increased automation for agreements, and added more data to reports and metrics in the Business Intelligence Solution.

Sage Intacct Paperless 

Enhancements in Sage Intacct Paperless: Locate and manage invoices more easily with an expanded invoice entry sidebar in Invoice Manager, add indexes to Attach Document tasks, and use a new Project Manager field to set up routing rules.

Time

Timesheet entry grid is now customizable – Sage Intelligent Time: Customize the timesheet entry grid to control how time is entered and displayed.

Calculate overtime in timesheets automatically – Sage Intelligent Time: New ability to apply overtime rules for payroll and project billing.

Manage employee leave within timesheets – Sage Intelligent Time – Early 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.

Training & Videos

New training and videos: Sage added new training courses and videos to help you get the most out of Sage Intacct.

User Interface

Get ready for enhanced lists as the default experience: You will soon notice that enhanced lists are the default for your company.

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.

User interface changes: Sage updated labels in Accounts Receivable, Company, EMRConnect, Fixed Assets Management, Inventory Control, Order Entry, and Enhanced Lists.

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