What’s New in Sage Intacct R2

Sage Intacct 2026 R2 Highlights

Sage Intacct 2026 Release 2 (R2) went live on May 8th. The latest release delivers enhancements across four main themes including how to maximize time, accelerate decision-making, features optimized for your business, and updates in multiple areas.

Sage Intacct 2026 Release 2

Accelerate decision-making

Project & Grant financial summary enhancements: You can now select the currency in which to view the financial summary for a project and drill down to supporting transactions.

SaaS Intelligence advanced analytics—Early Adopter: SaaS Intelligence now delivers next‑generation analytics with more flexible dashboards, deeper SaaS metrics, and predictive insights.

Custom Purchasing approvals—Early Adopter: Automatically route purchase orders using flexible, multi‑condition rules so the right people approve the right spend.

Cash requirements now includes automatic customer payment reminders—Early Adopter: Now you can send automatic payment reminders to selected customers at the touch of a button, accelerating collections and improving cash flow right when you need to most.

Maximize time

Intelligent 3-way matching with AP Automation: Automate document matching with AI to reduce manual data entry and catch issues early for faster, more focused resolution.

Individual charges and invoice runs for billing groups: Easily add one-off charges and view invoice runs for billing groups.

Summarize depreciation postings: Automatically group depreciation entry postings by GL account and dimensions to improve report readability, speed up period close, and simplify audits.

Split an asset into multiple assets: Split an asset directly from the asset record while maintaining accurate depreciation and auditability.

Reverse depreciation postings: Correct depreciation errors by reversing posted entries instead of deleting the original entry.

Exemption Certificate Management (ECM) integration with Avalara—Early Adopter: Confirm customer exemption status, request missing certificates, and stay audit-ready without switching between systems.

Store centralized item attachments to reduce fulfillment errors: Images, specifications, and packaging guides are now easy to access on an item record, helping teams work faster and deliver with greater accuracy.

Optimized for your business

Flexibly release retainage from a Construction project contract: Streamline your customer retainage release workflow by releasing retainage across all invoice lines on a project contract.

Introducing the Sage Intacct AI Gateway. Secure, scalable connectivity for AI applications through Sage Intacct REST API and MCP Server.

All Changes in Sage Intacct 2026 R1

AI and Automation

Intelligent 3-way matching with AP Automation: Automate document matching with AI to reduce manual data entry and catch issues early for faster, more focused resolution.

Finance Intelligence agent—Phased Early Adopter: Helps you find answers about your financial data and drive better decision-making.

Sage Intacct AI Gateway: Enables developers to build AI solutions integrating with Sage Intacct through REST APIs or the Intacct MCP Server.

Enhancements to AP Automation: Easier to upload and review bills while improving how automation adapts to real-world variations.

Link to custom views from tasks in Close Workspace: Improve the efficiency of your close process by including a link to a custom view in custom task templates.

APIs and Developer Updates

The REST API offers developer-friendly solutions for integrating with Sage Intacct: Stay updated on the latest improvements to our developer experience and REST API.

Sage Intacct AI Gateway: Enables developers to build AI solutions integrating with Sage Intacct through REST APIs or the Intacct MCP Server.

Stay up-to-date with XML API changes: This release improves clarity when working with multiple currencies by distinguishing between the bank account currency used for a payment and the bill currency.

Company and Administration

Introducing the Roles permissions report: Aggregates all permissions associated with a role at a specific point in time.

Sage Intacct import service: new imports now available: Introducing additional imports and updated availability statuses, giving you access to more data imports.

Simplified external user management—Consoles: Manage each external user from a single record tied to the parent console

Email domain validation at the console level: With console‑level domain validation, you reduce DNS complexity while maintaining secure, compliant email delivery.

Restricted file types for attachments: Certain file types can no longer be uploaded as attachments

New entity-level logo for AP bank remittance: Upload entity‑level logos for AP bank remittance documents to clearly identify the issuing entity and meet regional compliance requirements where documents must reflect the correct entity.

New permissions: All new permissions are automatically off by default, unless otherwise noted.

Accounts Payable

Enhancements to AP Automation: Updates focus on making it easier to upload and review bills while improving how automation adapts to real-world variations.

Updates to currency in payment posting: Improve the distinction between currencies and amounts when multiple currencies are involved.

Process all Vendor payments powered by CSI by July 24, 2026: No longer be supported after August 7, 2026 with our R3 release.

Accounts Receivable

Process customer refund payments through Accounts Receivable: Create refunds in Accounts Receivable that generate linked bills in Accounts Payable for payment processing.

Enhancements to embedded Customer Payment Services—Early Adopter: Accelerate cash flow by offering a self-service payment option to your customers with the new embedded Customer Payment Services feature.

Updates to currency in payment posting: Updates made in this release improve the distinction between currencies and amounts when multiple currencies are involved.

Cash Management

Cash requirements now includes one-touch customer payment reminders—Early Adopter: View amounts for payables, receivables, and bank balances on a single page to help efficiently surface cash flow insights.

Other updates and enhancements to Cash Management: Limit the visibility of bank transactions based on user-level entity restrictions.

Fixed Assets Management

Summarize depreciation postings: Reduce General Ledger volume by summarizing depreciation postings across assets that share the same accounting attributes

Split an asset into multiple assets: Easily manage assets that need to be tracked separately.

Reverse depreciation postings: Correct depreciation mistakes without deleting journal entries or relying on manual workarounds.

Revert partial disposals: Easily undo partial disposals while preserving accurate depreciation and audit trails.

Other updates to Fixed Assets Management: Several updates across Fixed Assets Management (FAM) including layout updates and label improvements.

Industry Solutions

SaaS Intelligence advanced analytics—Early Adopter: SaaS Intelligence now delivers next‑generation analytics with more flexible dashboards, deeper SaaS metrics, and predictive insights.

Enhancements in Sage Field Operations: Provides field service teams with critical site details they need to improve productivity and deliver excellent customer service.

Enhancements in Sage Intacct Real Estate: Unique data structure that puts the lease document at the center of your workflow, making it flexible enough to accommodate virtually any lease agreement.

Inventory & Supplies

Centralized inventory item attachments: Increase operational efficiency with centralized item reference documentation.

More control of transaction cost precision: Gives you greater transaction handling confidence with consistently accurate item costs to reduce rounding discrepancies

Track inventory transfers more securely: Warehouse transfer transaction definitions provide more comprehensive inventory activity tracking compared to Inventory Transfer transaction definitions.

Order Entry

Individual charges and invoice runs for billing groups: This update introduces individual charges, and a centralized invoice runs list, making it easier to handle customer‑level adjustments, reduce manual work, and review billing outcomes without disrupting existing billing schedules.

Customize sender and reply‑to email addresses for Order Entry communications: Improve security and consistency by preventing the use of unauthorized or incorrect sender addresses and supporting internal email authentication and sender‑identity policies.

Platform Services

Define application configuration values with configuration objects—General Availability: The configuration object for platform applications is now generally available. If you have not yet tried using configuration objects, consider doing so now to reduce work and minimize the risk of misconfiguration.

Application management updates—Beta: Application management helps publishers streamline the way they publish, update, and manage application versions across multiple companies.

Projects & Grants

Project & Grant financial summary enhancements: You can now select the currency in which to view the financial summary for a project and drill down to supporting transactions.

Purchasing

Custom Purchasing approvals—Early Adopter: Automatically route purchase orders using flexible, multi‑condition rules so the right people approve the right spend.

Intelligent 3-way matching with AP Automation: Automate document matching with AI to reduce manual data entry and catch issues early for faster, more focused resolution.

New ICRW and IVE reporting areas: The new Interactive Custom Report Writer (ICRW) and Interactive Visual Explorer (IVE) reporting areas for Payment History and Work Order improve your ability to track and manage Construction projects

Sage Expense Management

Enhancements in Sage Expense Management: Includes enhancements that help automate approvals, improve budget visibility, simplify project billing defaults, and keep users informed with mobile push notifications.

Taxes

Updates and enhancements for taxes: Enter partial exemption directly at the top level for your Accounts Payable transactions.

Exemption Certificate Management (ECM) integration with Avalara—Early Adopter: Confirm customer exemption status, request missing certificates, and stay audit-ready without switching between systems.

Time

Assign delegates to approve timesheets using Sage Intelligent Time: Assign delegates to approve timesheets while you’re out of office using Sage Intelligent Time.

Training & Videos

New training and videos: Sage understands how vital it is to have in-depth and best practice learning available to make sure you get the most out of Intacct.

User Experience

User interface changes: Updated aspects of the user interface throughout Sage Intacct for clarity and consistency.