What’s New in Sage Intacct 2023 R2

Sage Intacct 2023 Release 2 (R2) is now available and boasts new features that focus on three major themes ease-of-use, extended functionality, and control.

Below is a comprehensive list of changes made in Sage Intacct during the 2023 Release 2.

Company and Administration

Accounts Payable

Accounts Receivable

Budgeting and Planning

  • Sage Intacct PlanningSage Intacct offers an add-on module that greatly expands budgeting and planning capabilities. Learn more.

Cash Mangement

Credit Card Transactions Link to Expense Reports

An idea that spawned from customer feedback, credit card transactions now link to and flow from Cash Management to Employee Expenses, where you can easily include them in expense reports for faster data entry. This time-saving new feature helps streamline employee expense report creation, especially for companies that issue corporate cards.

Expense Report Credit Card Transaction



New Dashboards for the Service Industry

For companies using the Service Industry QuickStart template, new dashboards are available to help people in specific roles get the information they need including:

  • AP manager
  • AR manager
  • CFO
  • Controller
  • Revenue department manager
  • Support department manager

You can add or remove components of the dashboards to suit your specific needs.

Sage Intacct Personalized Dashboard

General Ledger

Inventory Control

Inventory Fulfillment Progress

Inventory Fulfillment functionality continues to make great improvements through the Sage Intacct Early Adopters program. Fulfillment gives warehouse managers and workers the tools to efficiently track and ship sales orders. It also provides pick and pack lists, which make the job of the pickers and packers on the warehouse floor more efficient and less costly. Say tuned as this functionality continues to make strides toward general availability in Sage Intacct.

Inventory Fulfillment Screen

Order Entry


  • Sage Intacct Payroll powered by ADP is now generally available: Sage Intacct Payroll is a best-in-class payroll and human capital management (HCM) solution that integrates seamlessly with Sage Intacct.
    Intacct Payroll


  • Specify location and department in subtotals at the top level: For companies that have upgraded from being a single-entity company to multi-entity, enable a new configuration option that lets you set these dimensions in the subtotals. Continues to be available under Early Adopter program.

Reporting – Advanced

  • Interactive Custom Report Writer (ICRW): Updates to ICRW allow you to quickly access customized views with the View Selector, and take advantage of enhanced runtime prompt functionality with Run Interactive prompts.

Reporting – Financial

Time and Expenses

User Experience

Web Services

New Features in Sage Intacct Construction

A variety of changes were made in construction management functionality in Sage Intacct 2023 R2 that improve the entire process.

First, you can now integrate construction project contracts with change requests.  If you group and bill work by phase (such as electrical or plumbing work), you can now attribute posted change requests to a specific project contract line. In earlier versions, the entire value of the change request was linked to the project contract line only at the project change order level.

Change Request Screen

Other new Construction features include:

  • Reverse Conversions in Purchasing enter opposite values on entry lines when converting a purchase order or subcontract document.
  • Project Commitments – you can now show all project commitments (purchase order and subcontract orders) within a project as well as examine the linked project order documents.
  • Summarize Time and Materials Billing – For Construction project contract lines with a time and materials billing type, you can now summarize all billable costs by project contract line on the project invoice.

Have Questions?

This article only covers some of the key highlights of the new release.  But be sure to contact us to request a copy of the fully-detailed release notes or if you have questions about upgrading to the latest version.

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