The much anticipated second Sage Intacct release of 2025 is here.
This update delivers a range of new features and improvements designed to boost your workflow efficiency and empower you to make more informed decisions. Here's a look at some of the key updates:
Enhanced Reconciliation with Sage Copilot
Subledger Reconciliation Assistant - Early Adopter
Improve Accounts Payable and Accounts Receivable reconciliations with real-time variance detection, automated reports, and drill-down insights. Use Subledger Reconciliation Assistant to streamline the reconciliation of Accounts Payable and Accounts Receivable with General Ledger. Automate time-consuming reconciliation tasks, quickly identify entities with discrepancies at a glance and drill into variances for detailed transaction-level visibility.
AI- Powered Automation
Streamlined AP Automation with Purchasing - Early Adopter
Boost efficiency by combining AI-powered transactions with the flexibility of the Purchasing application. You can now automate transactions that do not have a source match defined, for example, PO purchase invoices that do not start with purchase requisitions or orders.
Accounts Receivable
Customer Refund Improvements (Coming Soon) – Early Adopter
Prepare for a smoother refund management process, as Sage Intacct announces the ability to record customer refunds, coming soon to Accounts Receivables.
This will allow you to streamline your refund management process, ensuring that the refunds that you initiate outside of Sage Intacct are accurately documented and the refunded credits are cleared. Eliminating the tedious step of creating balancing adjustments for refunded credits. Instead, record the amount refunded and pay available credits by simply selecting them.
The impact for clients is highly beneficial, as it allows increased reporting accuracy, tidier books by closing out credits easily and effectively, easily resolve account inactivity and a full refund audit trail.
AR statements improvements
Gain better alignment with your financial records. External credits applied from other entities will now appear in entity-level AR statements. This ensures that your AR statement balances accurately reflecting your AR Ledger and AR Aging reports.
Cash Management
Support for HSBC SEPA bank files
Save time and pay suppliers and employees electronically in Sage Intacct with a new bank file format. Sage Intacct now supports a SEPA bank payment file for use with HSBC bank accounts. If you transact in EUR, you can now generate and send bank file payments in this format, saving you time when paying suppliers and employees.
Improved Credit Card Bank Transaction Import for Reconciliation
Use bank transaction assistant file import for an improved experience. Control who imports bank transactions with a new permission and view a list of all import activity for added insight. Multiple file formats are supported, giving you extra flexibility.
Company and Administration
Action Required: Authenticate and Validate Your Custom Domain During May 2025
Starting May 2025, all customers who email documents out of Sage Intacct, must authenticate and validate their domain to avoid potential email delivery issues. As Sage transitions fully to using the enhanced email delivery service, all customers must authenticate and validate their domain.
Authenticating your domain helps ensure that your email communications are secure and reliable. By doing this, the chance of your emails to customers and vendors being marked as spam greatly decreases. In addition, your domain will be protected from phishing and other fraudulent attacks.
General availability Spanish and Canadian French language preferences
Sage has introduced two new languages, you can now set your preferred Company and User languages to Canadian French or Spanish. Setting the language preference at the Company level changes the language for all the users in your company. Setting the language preference at the User level changes the language just for that user.
Expenses
Time and Expenses Split Into Two Applications
The module Time and Expenses has now been separated into distinct modules. This update makes finding and navigating features easier, resulting in a more seamless experience with Sage Intacct.
If you were previously subscribed to the Time and Expenses application, you will now be subscribed to both.
Fixed Asset Management
Transfer assets between entities
In the R1 release, Sage Intacct introduced transferring assets within an entity. In this release, the functionality has been expanded to support transfers between entities. You can now easily transfer an asset from one entity to another with accurate accounting treatment in Sage Fixed Assets Management.
Custom declining balance depreciation
You can now depreciate assets at a custom rate with flexible depreciation methods. Sage Intacct has now added two new depreciation methods to help you comply with financial and tax regulations in the United Kingdom:
- Custom declining balance with true-up (CDBT)
- Custom declining balance without true-up (CDB)
These methods allow you to customise the depreciation rate applied to assets under a declining balance method, providing greater flexibility when managing your assets.
Purchasing
Hide price on purchasing documents
Control the visibility of pricing information. You can now hide the price column on Purchasing transactions when the price is not relevant to the document type, which is particularly useful when receiving high-value items and prefer that the item price is not visible.
Enhancements to transaction match tolerance
Catch discrepancies earlier Transaction lines falling outside your defined match tolerance range will now flag exceptions for draft transactions in addition to posted ones. This allows you to identify and resolve issues before they impact your financial records.
Training and Videos
New learning resources
For users looking to learn more about how to get the most out of Sage Intacct, new and updated training videos have been made available.
Learn at your own pace with Sage's on-demand courses covering specific tasks and features. There are also new product demo videos to help you get up and running for various tasks. Recent highlights include training for reporting and demos for managing cash and expenses. Access the entire suite at Sage University.
Please note: access to Early Adopter features require customers to sign up with Sage from within your Sage Intacct portal. As an early adopter, you can influence how Sage develops the product so that the product meets your business needs.
For more detailed information on any of the above, delve into the comprehensive Sage Intacct 2025 R2 release notes, on the Sage Intacct Developer Portal.
Want to get the most out of your Sage Intacct Investment and chat with a Sage expert? Contact us today to discuss how we can support your business.
