Sage Intacct 2025 Release 2: Highlights, Features, and More!
Sage Intacct’s 2025 R2 is here, and we’re excited to introduce the Sage Intacct 2025 R2 Highlights. This guide serves as your essential resource for all the new features, enhancements, and updates in this first release of 2025, which is designed to provide deeper operational insights and streamline business processes. Committed to delivering superior solutions, this update focuses on enhancing efficiency, usability, and data-driven decision-making. For a quick overview, watch our on-demand highlights video showcasing key features and pilot programs.
Notable features for this release:
Strength in Financials
Transfer assets between entities
Easily transfer an asset from one entity to another with accurate accounting treatment in Sage Fixed Assets Management. LEARN MORE
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. LEARN MORE
Financial reporting guidance
Optimize your reports in Financial Report Writer with tailored recommendations. LEARN MORE
Record customer refunds—Coming soon!
Record refunds issued to customers for improved tracking and reporting. LEARN MORE
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. LEARN MORE
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. LEARN MORE
Sage Intacct EMRConnect Dashboards
Gain actionable insights to improve healthcare efficiency with new dashboards in Sage Intacct that offer healthcarefocused financial and operational highlights for EMRConnect users. LEARN MORE
Timesheet allocations in Sage Intelligent Time
Quickly distribute timesheet entries while ensuring consistent cost allocation. LEARN MORE
Sage Intacct Data Flow now supports Tessitura
Leverage Sage Intacct data flow to seamlessly move financial data from Tessitura to Sage Intacct. LEARN MORE
Automation Capabilities
Employee expense automation mobile app—Early Adopter
Submit and manage expenses with AI-powered receipt capture, faster reimbursements, and better compliance and visibility. LEARN MORE
AP Automation streamlined in Purchasing—Early Adopter
Boost efficiency with AI-powered automatic transaction creation. Generate standalone transactions, reduce manual tasks, and get intelligent prediction that continuously improves. LEARN MORE
Sage Intacct Supplies Inventory enhancements
- Supplies Link PO: Reduce manual data entry and link supplies requisition lines to existing POs when goods have already been ordered but not yet stocked. LEARN MORE
- Customizable supplies pick list and pick report: Use merge field capabilities to tailor pick tickets and pick reports to meet specific business requirements. LEARN MORE
Introducing vendor-based approval for bill routing
Simplify your approval process with role-based approval rules for approval policies. Ensure that submissions are automatically routed to the right approver for review. LEARN MORE
Platform Scalability
Enhanced lists
Increase your personalization and efficiency with over 300 new lists available now. LEARN MORE
New import service
Simplify data imports with AI-powered tools that handle all the complexity behind the scenes. LEARN MORE
Authenticate and validate your custom domain before May 2025
Ensure secure and reliable email communications by authenticating your custom domain. LEARN MORE
Event queue trigger
Flexible event management retrieval lets you get notifications on your schedule. LEARN MORE
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. LEARN MORE
All Changes
AI-powered Automation
AP Automation with Purchasing—General availability: This release, purchasing automation is available to all companies. An add-on to AP Automation, this feature automates draft transactions for incoming vendor invoices and matches them to purchase orders or receiving documents. LEARN MORE
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. LEARN MORE
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 PO. LEARN MORE
Customize supplies pick lists and pick reports: Provide your team with detailed pick lists, and create more comprehensive pick reports. LEARN MORE
Company and Administration
New import service—General availability: The Sage Intacct import service simplifies data imports with AI-powered tools that handle all the complexity behind the scenes. LEARN MORE
Authenticate and validate your email domain today: To ensure smooth email delivery to your customers and partners, authenticate and validate your domain during May 2025. LEARN MORE
- 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. LEARN MORE
- Changes during instance creation: The Production type field and the Demo option are no longer available when creating company instances from the Accountant console. LEARN MORE
Spanish and Canadian French language preferences—General availability: You can now set your preferred Company and User languages to Canadian French or Spanish. LEARN MORE
Permission changes: We changed permissions for Accounts Payable, Accounts Receivable, Expenses, Projects, and Time. LEARN MORE
Accounts Payable
Issue checks to joint payees: The joint check payment method is now available in Accounts Payable without a Construction subscription. LEARN MORE
Before you void a payment: A new message alerts you when an Accounts Payable transaction has already been reconciled. LEARN MORE
Import permission update: Post permissions required when importing non-draft adjustments. LEARN MORE
New rule type for named approvers: Select the User Level rule type to add bill approvers by name. LEARN MORE
Field change: Special characters are now restricted in certain Accounts Payable fields. LEARN MORE
Accounts Receivable
Customer refunds—Coming soon!: Record refunds that you make to customers against existing credits. LEARN MORE
Inter-entity bill back improvements: Locations and sublocations use bill back mapping from the parent entity. LEARN MORE
Receive a payment: We’ve postponed the retirement of Receive a payment. LEARN MORE
AR statement improvements: Applied external credits now appear in entity-level statements. LEARN MORE
Import permission update: Post permissions required when importing non-draft invoices and adjustments. LEARN MORE
Before you reverse an advance: A new message alerts you when a customer advance has already been reconciled. LEARN MORE
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. LEARN MORE
Field change: Special characters are now restricted in certain Accounts Receivable fields. LEARN MORE
APIs and Web Services
The REST API offers a developer-friendly solution for integrating with Sage Intacct: Learn what’s new in our latest release notes. LEARN MORE
Stay up-to-date on great new Web Services features: Read the Sage Intacct Developer portal blog. LEARN MORE
Cash Management
Import credit card bank transactions for reconciliation: Use Bank transaction assistant file import for an improved experience. LEARN MORE
Classic import experience for reconciliation is retiring: Instead, use Bank transaction assistant file import to import bank and credit card transactions. LEARN MORE
Reclassify GL account for credit card transactions: Update the GL account of paid, partially paid, and reconciled credit card transactions. LEARN MORE
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. LEARN MORE
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. LEARN MORE
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. LEARN MORE
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. LEARN MORE
Expenses
Time and Expenses split into two applications: Previously, Time and Expenses were combined into a single application. Now, they are split into two individual applications. LEARN MORE
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. LEARN MORE
Fixed Asset Management
Transfer asset enhancements: You can now transfer assets between entities, revert transfers, and more. LEARN MORE
Custom declining balance depreciation methods: We added two new depreciation methods that allow you to customize the rate at which assets depreciate. LEARN MORE
Depreciation Roll Forward report: Use this new report to track and audit depreciation balances over a specific period. LEARN MORE
List and page enhancements for SFAM: We added new features to Fixed Assets Management lists and pages, making it easier to export data, manage depreciation rules, and more. LEARN 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. LEARN MORE
Healthcare
Introducing Sage Intacct EMRConnect dashboards: Identify operational efficiency gains and monitor key financial metrics with new healthcare-focused dashboards. LEARN MORE
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. . LEARN MORE
Inventory & Supplies
Customize supplies pick lists and pick reports: Provide your team with detailed pick lists, and create more comprehensive pick reports. LEARN MORE
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 PO. LEARN MORE
Increase transaction workflow efficiency: Now save draft inventory transactions without a document number. LEARN MORE
Autofill request delivery method: We’re making it easier for you to process new supplies requests with a new default delivery setting. LEARN MORE
Order Entry
Increase your transaction workflow efficiency: Now save draft sales transactions without a document number. LEARN MORE
Nonprofit
Sage Intacct Data Flow now supports Tessitura: Reduce errors and improve efficiency with automatic transfer of data from Tessitura to Sage Intacct. LEARN MORE
Sage Intacct Fundraising powered by DonorPerfect—General availability: Manage donors and execute successful fundraising campaigns. Rely on dashboards and reports for sound decision making. LEARN MORE
Platform services
Platform event queue trigger—Early Adopter: Event management retrieval that lets you get notifications on your schedule. LEARN MORE
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. LEARN MORE
Platform installed components update: We simplified the Platform Services menus so that you can more easily focus on what you use. LEARN MORE
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. LEARN MORE
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. LEARN MORE
Hide price on Purchasing documents: You can now hide the price on transactions like receiver documents. LEARN MORE
Match tolerance exceptions: Transaction lines that fall outside of your match tolerance range now flag exceptions for draft transactions. LEARN MORE
Increase your transaction workflow efficiency: Now save draft purchase transactions without a document number. LEARN MORE
Reporting—Financial
Financial reporting guidance for optimized performance: See tailored recommendations for optimizing your reports in Financial Report Writer. LEARN MORE
Tax
Support for Canadian Sales Tax in French: We added French versions of the tax details and schedules that you can import to use with the standard tax solution for Canada. LEARN MORE
Use custom discounts for Canadian Sales Tax: If your company uses the standard tax solution for Canada, you can now use custom discounts in certain Accounts Receivable transactions. LEARN MORE
Time
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. LEARN MORE
Distribute timesheet entries—Sage Intelligent Time: Transaction allocations determine how Intacct calculates the time to distribute between dimensions. LEARN MORE
Time and Expenses split into two applications: Previously, Time and Expenses were combined into a single application. Now, they are split into two individual applications. LEARN MORE
Training & Videos
New training and videos: We added new training courses and videos to help you get the most out of Sage Intacct. LEARN MORE
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. Try it! LEARN MORE
User interface changes: We updated labels in Accounts Payable, Company, Contracts, Fixed Assets Management, Platform Services, Projects, Supplies Inventory, Time, and WIP Management. LEARN MORE
Explore Sage Intacct 2025 R2 Updates
We’re excited to announce a series of updates aimed at boosting your productivity and overall efficiency. For complete information, detailed explanations, and demonstration videos showcasing the enhancements in Sage Intacct 2025 R2, please refer to the full list of changes made.
Sage Intacct 2025 R2 Highlights Webinar
Join our Sage Intacct Quarterly Release Webinar to see the latest features and enhancements in the newest update. Discover powerful innovations designed to streamline your financial management, guided by our expert DSD team. Don’t miss this chance to get an insider’s look at impactful updates and maximize your Sage Intacct experience!
In this concise 60-minute session:
- Provide an overview of the key features in the latest Sage Intacct release
- Highlight important user interface updates
- Discuss critical items to be aware of for maximizing your Sage Intacct experience
- Customization Opportunities in Sage Intacct
- Interactive Q&A session to address your specific questions
