What’s New in Sage Intacct 2025 R4

Introducing what’s new in Sage Intacct 2025 R4!

Sage Intacct 2025 Release 4 (R4) went live on November 7th. The latest release highlights for maximizing time, accelerating decision-making, and optimizing for your business.

Sage Intacct 2025 Release 4 Highlights

Maximize Time

Close Workspace – General availability: Streamline workflows, enhance visibility, and reduce delays in your financial close process. Close Workspace empowers finance teams to execute their close with greater confidence and efficiency.

Draft emails with Copilot: Save time by letting Sage Copilot write your email notifications for Close Workspace and Variance Analysis.

Search Help with Copilot – Available in all supported languages: Our AI-powered semantic search engine understands the context and intent behind your help queries, providing more accurate and relevant results.

The Sage Intelligent Time and Expense mobile app supports employee expense automation – General availability: Boost efficiency and quicken reimbursements for employee expenses.

Get ready for 1099 season: Stay a step ahead. We gathered the resources you need to help you get started now.

Use Form 1099-NEC, Box 3 for excessive golden parachute payments: Move data from 1099-MISC Box 14 to the 1099-NEC form.

Assign an entity contact if issuing separate 1099s per entity: Make sure correct contact information prints on forms.

Accelerate Decision-Making

Create multiple assets from a bill or invoice line: Ensure accurate asset tracking for bulk purchases by automatically generating multiple fixed assets from a single bill or purchasing transaction line.

Partially dispose of assets: Dispose of part of an asset while continuing to depreciate the remaining value.

Support for term discounts for taxes – General availability: 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.

Optimized for Your Business

Introducing Sage Intacct PolicyConnect: PolicyConnect bridges the gap between insurance policy administration systems and general ledger, automating the flow of policy transactions into your financials.

Introducing historical contracts: Onboard to Contracts faster with a new way to import and manage historical contract lines and their balances.

Automate equity consolidation method – General availability: 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.

Platform REST API trigger: Supercharge workflows with REST automation in Sage Intacct.

All Changes in Sage Intacct 2025 R4

APIs and Developer Updates

The REST API offers a developer-friendly solution for integrating with Sage Intacct: With 2025 release 4, we’re introducing a new Sage Intacct developer experience. Check out the updated look and feel!

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.

AI and Automation

Smarter email capabilities for AP Automation: Leverage auto-forwarding rules, support more file formats, and get notified when documents do not process.

Line-level matching enhancements for AP Automation with Purchasing – Early Adopter: Now you can view line entry exceptions in a summarized view when the price or quantity do not match and add unconverted lines from the source transaction.

Introducing Cash requirements – Early Adopter: View cash flow information in a single-screen summary.

Company and Administration

New sandbox naming convention: We updated our sandbox naming convention to improve consistency and make sandbox instances easier to identify.

Real-time alignment with Sage Collaborate: Sage Collaborate lets you communicate in real-time on records, helping you to stay informed and resolve issues faster.

Sage Intacct import service updates: New imports are now available, including General Ledger journal entries and Contacts! Simplify your imports with AI-powered tools.

Permission changes: We changed permissions for Consoles, Contracts, and Time—Sage Intelligent Time.

Accounts Payable

Smarter email capabilities for AP Automation: Leverage auto-forwarding rules, support more file formats, and get notified when documents do not process.

AP Ledger report: Enjoy more filtering flexibility with the ability to select multiple vendors, filter by vendor group, and include child vendors.

Payment IDs for advances: Automatically assign unique IDs to new AP advances.

Accounts Receivable

New transaction options when running customer statements: Now when you run open item customer statements, you’ll see new transaction options to select from. This change makes it easier to decide what transactions and states you want to include in the statement.

Customer payment services retired: Our Authorize.net and PayPal integrations went away on November 7, 2025. Check out Versapay, a Sage recommended solution, to continue accepting customer payments in Sage Intacct.

Cash Management

Combine bank fees with debit or credit transactions for easier matching: A new match condition helps save you time by combining bank fees with the associated transaction fees when reconciling a bank account.

Introducing Cash requirements – Early Adopter: View cash flow information in a single-screen summary.

Consoles

Anonymous users can no longer slide into an instance: This allows for a clear audit trail in a Sage Intacct instance.

Subscribe tab removed from the Instance Setup Wizard: Subscribe to applications directly from within an instance.

Consolidation

Automate equity consolidation method – General availability: 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

Contract renewal enhancements: We’ve updated the automatic renewal process, added new configuration settings, and simplified template management.

Faster page loading and navigation in Contracts: We enhanced pagination across multiple key areas of contracts and redesigned the Journal balances tab.

Dashboards

Formatting updates for charts and graphs: To support future enhancements, we’ve made some behind-the-scenes improvements to the charts and graphs used in General Ledger.

Expenses

Set default values to appear on timesheets: Admins can set default values on employee records so that those values appear on timesheets automatically using Sage Intelligent Time.

Fixed Assets Management

Partially dispose of assets: Dispose of part of an asset while continuing to depreciate the remaining value.

Create multiple assets from a bill or invoice line: Ensure accurate asset tracking for bulk purchases by automatically generating multiple fixed assets from a single bill or purchasing transaction line.

Skip asset creation on bill and invoice lines: Gain more flexibility by choosing not to create an asset for specific bill or invoice lines when using AP or Purchasing integrations.

Other updates to Fixed Assets Management: Edit asset dimensions without a transfer, change the historical accumulated depreciation setting at any time, and more.

General Ledger

Include unposted transactions in General Ledger reports: Gain a more transparent, real-time view of your financial data.

Healthcare

EMRConnect for Healthcare: Now you can create your own value transformations in EMRConnect.

Inventory & Supplies

Easier control of tracked supplies items: Now you can enter supplies item tracking details directly within the Supplies workbench during a warehouse transfer.

Use mobile devices to pick or ship sales orders in Sage Intacct Inventory Automation

Platform Services

Application management – Beta: Publish, update, and manage application versions for subscribing companies in an easy-to-use interface.

Platform REST API trigger: Supercharge workflows with REST automation in Sage Intacct.

Platform trigger simplicity: Now when you create a trigger, fields that might result in corrupt data no longer appear as options for standard fields.

Projects and Grants

Create projects and tasks with default purchasing tax schedules: You can now assign a default tax schedule for a project and task. The appropriate taxes for the project location are automatically filled for the purchasing line items.

Enhancements in Sage Intacct PSA: Integrate PSA with Salesforce, enjoy enhanced data synchronization, and copy existing projects directly within PSA.

Purchasing

Smarter email capabilities for AP Automation with Purchasing: Leverage auto-forwarding rules, support more file formats, and get notified when documents do not process.

Broader visibility into match tolerance exceptions: View specific details relating to purchase transaction quantities and prices, so you can take quicker action to resolve discrepancies.

Revenue Management

View the cancellation date of a revenue schedule: Cancellation dates are now visible in both revenue schedules and reports to improve your workflow.

Sage Collaborate

Real-time alignment with Sage Collaborate: Sage Collaborate lets you communicate in real-time on records, helping you to stay informed and resolve issues faster.

Sage Field Operations

New Business Intelligence views in Sage Field Operations: New views in the Agreements Spotlight and the AR Spotlight give you more information to help you make better decisions.

Sage Intacct Advanced CRM Integration

Support for multicurrency and overpayments: Now you can pay invoices in any currency and track overpayments with the Advanced CRM.

Time

Set default values to appear on timesheets – Sage Intelligent Time: Admins can set default values on employee records so that those values appear on timesheets automatically using Sage Intelligent Time.

Enhanced validation for timesheets using Sage Intelligent Time: Enhanced validation ensures that all components are accurate before submission.

Training & Videos

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

User Interface

User interface changes: We updated labels in Company, Purchasing, and Time—Sage Intelligent Time.

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