What’s New in Sage Intacct 2025 R2

Introducing What’s New in Sage Intacct 2025 R2

Sage Intacct 2025 Release 2 (R2) introduces new features and enhancements. Let’s take a closer look at the new features, enhancements, and highlights from this release.

View the Sage Intacct 2025 Release 2 highlight video (15:43)

Sage Intacct 2025 Release 2 Highlights

Strength in financials

Sync payments from Salesforce – Reduce manual effort and enhance the accuracy of your financial data with a full quote-to cash workflow between Salesforce and Sage Intacct.

Transfer assets between entities – Easily transfer an asset from one entity to another with accurate accounting treatment in Sage Fixed Assets Management.

Affiliate entity dimension – General availability – Automatically tag, track, and report on inter-entity activity with the new affiliate entity standard dimension for more granular eliminations in your consolidations.

Financial reporting guidance – Optimize your reports in Financial Report Writer with tailored recommendations.

Industry Insights

Sage Intacct Fundraising powered by DonorPerfect – Increase the effectiveness of fundraising campaigns and regular giving programs while improving decision-making with superior business insights.

Automated WIP relief – Easily relieve project-related accruals at completion and streamline the recognition of project-related costs to coincide with project completion.

Introducing the Contracts summary tab – Achieve high-level visibility into contract activity to track details like Order Entry and AR transactions, Purchasing and AP transactions, and project insights.

Sage Intacct EMRConnect Dashboards – Gain actionable insights to improve healthcare efficiency with new dashboards in Sage Intacct that offer healthcare-focused financial and operational highlights for EMRConnect users.

Timesheet allocations in Sage Intelligent Time – Quickly distribute timesheet entries while ensuring consistent cost allocation.

Tessitura Ticketing Connector now available in Sage Intacct Data Flow – Seamlessly move data from Tessitura—the leading ticketing system for arts and culture organizations—to Sage Intacct.

Platform Scalability

Spanish and Canadian French language preferences – General availability – You can now set your preferred Company and User languages to Canadian French or Spanish.

Enhanced lists – Increase your personalization and efficiency with over 300 new lists available now.

New import service – Simplify data imports with AI-powered tools that handle all the complexity behind the scenes.

Authenticate and validate your custom domain before May 2025 – Ensure secure and reliable email communications by authenticating your custom domain.

Event queue trigger – Flexible event management retrieval lets you get notifications on your schedule.

Improved Platform trigger creation for POST requests – General availability – You can now use the webhook delivery option to simplify your HTTP post requests in Triggers.

All Changes in Sage Intacct 2025 R2

Company and Administration

Updates to Accountant consoles

• Monitor the creation process of an instance or console template – After you create instances or console templates, the State column displays the following options: Ready, In progress, or Failed.
• Changes during instance creation – The Package type field and the Demo option are no longer available when creating an instance.

Permission changes – We changed permissions for Accounts Payable, Accounts Receivable, Expenses, Projects, and Time.

Accounts Payable

Issue checks to joint payees – The joint check payment method is now available in Accounts Payable for all customers.

Before you void a payment – A new message alerts you when an Accounts Payable transaction has already been reconciled.

Import permission update – Post permissions required when importing non-draft adjustments.

New rule type for named approvers – Select the User Level rule type to add bill approvers by name.

Field change – Special characters are restricted in certain Accounts Payable fields.

Accounts Receivable

Inter-entity bill back improvements – Locations and sublocations use bill back mapping from the parent entity.

Receive a payment – We’ve postponed the retirement of Receive a payment.

AR statement improvements – Applied external credits now appear in entity-level statements.

Import permission update – Post permissions required when importing non-draft invoices and adjustments.

Before you reverse an advance – A new message alerts you when a customer advance has already been reconciled.

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

Field change – Special characters are restricted in certain Accounts Receivable fields.

Cash Management

Import credit card bank transactions for reconciliation – Use Bank transaction assistant file import for an improved experience.

Classic import experience for reconciliation is retiring – Instead, use Bank transaction assistant file import to import bank and credit card transactions.

Reclassify GL account for credit card transactions – Update the GL account of paid, partially paid, and reconciled credit card transactions.

HSBC SEPA bank file support – Generate and send bank file payments with the new HSBC SEPA file format, available for accounts that transact in EUR currency.

Consolidation

Affiliate entity dimension – General availability – Use the new affiliate entity standard dimension to track inter-entity activity, enabling enhanced reporting and automated, more granular inter-entity eliminations for companies with Consolidation subscriptions.

Contracts

Introducing the Contract summary tab – Quickly get a high-level view of contract activity. Track key details like transactions for OE, AR, Purchasing, and AP, along with project insights, all in one place.

Edit custom fields on canceled contract lines – You can now edit custom fields on canceled contract lines, allowing you to update information for reporting, compliance, or adjustment purposes without reactivating the contract.

Other updates to contracts – We added quick shortcuts to pay contract invoices and generate invoices, as well as a new setting to improve evergreen contracts renewals.

Expenses

Time and Expenses split into two applications – Previously, Time and Expenses were combined into a single application. The subscription still includes both applications but you access them using dedicated menus.

Mobile app now supports employee expense automation – Early Adopter – The Sage Intelligent Time mobile app now supports employee expense automation so that you can capture receipts, submit expense reports, and approve or decline them from a mobile device quickly.

Fixed Assets Management

Transfer asset enhancements – You can now transfer assets between entities, revert transfers, and more.

Custom declining balance depreciation methods – We added two new depreciation methods that allow you to customize the rate at which assets depreciate.

Depreciation Roll Forward report – Use this new report to track and audit depreciation balances over a specific period.

Fixed Assets Management reporting now available in ICRW – We added a prebuilt report to ICRW to support your fixed asset reporting needs. You can also build your own custom reports.

List and page enhancements – We added new features to Fixed Assets Management lists and pages, making it easier to export data, manage depreciation rules, and more.

Other updates to Fixed Assets Management – We added an Intangible type to assets, improved asset allocations, and made several other user interface and functionality enhancements.

Healthcare

Introducing Sage Intacct EMRConnect dashboards – Identify operational efficiency gains and monitor key financial metrics with new healthcare-focused dashboards.

Enhanced connections and value transformations in EMRConnect – Refine the data set for a value transformation using a new Not Equals condition, and set up more secure SFTP connections.

Inventory & Supplies

Change in document number requirements – Increase your transaction workflow efficiency. Now save draft inventory transactions without a document number.

Customize supplies pick lists and pick reports – Provide your team with detailed pick lists, and create more comprehensive pick reports.

Streamline your supplies workflow – Ensure your team gets the supplies they need, when they are needed, by linking a new supplies request to an existing purchase order.

Autofill supplies request delivery method – We’re making it easier for you to process new supplies requests with a new default delivery setting.

Enhancements to Advanced Kit Assembly for Sage Intacct Inventory Automation – Specify substitute component items for kits and bills of material.

Order Entry

Change in document number requirements – Increase your transaction workflow efficiency. Now save draft sales transactions without a document number.

Nonprofit

Sage Intacct Fundraising powered by DonorPerfect—General availability – Manage donors and execute successful fundraising campaigns. Rely on dashboards and reports for sound decision making.

Announcing Tessitura Ticketing Connector in Sage Intacct Data Flow – Reduce errors and improve efficiency with automatic transfer of data from Tessitura—the leading ticketing system for arts and culture organizations—to Sage Intacct.

Platform Services

Platform event queue trigger—Early Adopter – Event management retrieval that lets you get notifications on your schedule.

Improved Platform trigger creation for POST requests—General availability – Now generally available, you can use the webhook delivery option to simplify your HTTP post requests in Triggers.

Platform installed components update – We simplified the Platform Services menus so that you can more easily focus on what you use.

REST API Bulk Request Service—General availability -Use our bulk service to process large volumes of data for improved efficiency.

Projects and Grants

New time and material summary totals workflow – This new workflow enables you to manually refresh summary totals and increases the number of expenses in each transaction type to 4000.

Introducing Automated WIP relief – Automatically reclassify WIP balances upon project completion to close the books faster.

Faster contract setup when duplicating project contracts – When you duplicate a project contract, Intacct can now copy mapped tasks for time and material contract lines.

Purchasing

AP Automation streamlined in Purchasing—Early Adopter – This release continues the Early Adopter program to automate Purchasing transactions that do not have a source match defined, for example vendor invoices that do not match to purchase orders or requisitions.

Hide price on Purchasing documents – You can now hide the price on transactions like receiver documents.

Match tolerance exceptions – Transaction lines that fall outside of your match tolerance range now flag exceptions for draft transactions.

Change in document number requirements – Increase your transaction workflow efficiency. Now save draft purchase transactions without a document number.

Other updates to AP Automation with Purchasing – Companies subscribed to Advanced Audit Trail can now automate incoming transactions and document sequence number settings are no longer required to automate transactions.

Reporting – Advanced

New ICRW Reload Server Metadata – Interactive Custom Report Writer (ICRW) now provides the ability to immediately see new custom fields and user-defined dimensions in ICRW and add them to reports.

New and enhanced ICRW Report library reports – Now available in the ICRW Report library, new Fixed Assets Management and enhanced Construction Work In Progress (WIP) reports.

Reporting – Financial

Financial reporting guidance for optimized performance -See tailored recommendations for optimizing your reports in Financial Report Writer.

Sage Field Operations

Improved work order activity view in Sage Field Operations – See more data and in-context details for work orders.

Time

Distribute timesheet entries—Sage Intelligent Time – Transaction allocations determine how Intacct calculates the time to distribute between dimensions.

Mobile app now supports employee expense automation—Early Adopter – The Sage Intelligent Time mobile app now supports employee expense automation so that you can capture receipts, submit expense reports, and approve or decline them from a mobile device quickly.

Time and Expenses split into two applications – Previously, Time and Expenses were combined into a single application. The subscription still includes both applications but you access them using dedicated menus.

User Interface

Lists enhancements – Manage list and record details side by side, leverage advanced filters, customize your list view for the way you work, and so much more.

User interface changes – We updated labels in Accounts Payable, Company, Contracts, Fixed Assets Management, Platform Services, Projects, Supplies Inventory, Time, and WIP Management.

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