United Kingdom

Wherever you do business, you can use Sage Intacct to meet your business needs. The following features and processes are specifically for the United Kingdom.

Accounts Receivable

• Dunning: Communicate with customers regarding their overdue balances with dunning notices.

Cash Management

• Bank files: Generate payment files in your regional bank format to make bank file payments.

Industry solutions

• Sage Professional Services Automation: Sage Professional Services Automation (PSA) now aligns projects more closely with Sage Intacct through new multi-entity and multi-currency capabilities.

Taxes

• United Kingdom tax solution: The United Kingdom VAT standard tax solution provides an automated setup for the tax rates for the United Kingdom and customizable templates for sales invoices.
• United Kingdom tax submission: Using Intacct's integration with Sage Regulatory Reporting, you can calculate and complete MTD submissions of your VAT tax returns to HMRC.
• Partial exemption: Nonprofit companies using a United Kingdom tax solution can use partial exemption to separate out the recoverable and non-recoverable portions of the input VAT for eligible items.
• VAT100 custom reports and dashboard: Sage100 custom reports and dashboard lets you preview your VAT returns without having to close the books and run a tax submission.
• Republic of Ireland tax solution—Early Adopter: The Ireland VAT standard tax solution provides an automated setup for the tax rates for the Republic of Ireland.

Early Adopter programs

Early Adopter programs give participants access to features before they're available to everyone. Early adopters are expected to respond to feedback and survey requests. As an early adopter, you can influence how we develop the product so that it best meets your business needs.

• Automate prepaid expense amortization: Apply amortization details to bills and purchase transactions, and Sage Intacct automatically creates an amortization schedule that recognizes expenses over time.

• Cash Intelligence [Closed]: Gain visibility into expected cash flow requirements.

• Copilot Close Assistant: Copilot Close Assistant simplifies navigation for close tasks in subledgers and the general ledger and delivers insight into the close status across all entities and subledgers into one clear summary view.

• Embedded Customer Payment Services: Introducing new ways to accept customer payments directly within Sage Intacct through our integration with Fortis and other payment providers.

• Enhanced currency support for funds transfers: Global companies can now process funds transfers with up to 3 unique currencies without having to create a manual journal entry.

• Enhanced project contract billing workflow in Construction: Bill project expenses with greater flexibility across periods and invoices.

• Finance Intelligence agent: Ask Sage Copilot questions in natural language and the Financial Intelligence agent instantly finds answers using your financial data.

• Line-level approvals for Purchasing: Approve, reject, or route individual lines within a purchase requisition or order.

• Pay bills enhancements: Experience a higher capacity bill processing, easier ways to drill down to credits, and the ability to sort and filter columns.

• SaaS Intelligence Advanced Analytics: Explore your data with more flexible dashboards, deeper SaaS metrics, and predictive insights to support confident decision‑making.

• Smart Excel reporting: Use Sage Intacct financial data to build reports directly in Microsoft Excel. The financial data remains linked to the Excel report so that you can refresh it with the latest information as needed.

• Subcontractor payment application workflow: Record and track payment applications and certified amounts in line with regional construction valuation practices.

• Support for taxes in the Republic of Ireland: To facilitate tax calculation and reporting, we added a tax solution for the Republic of Ireland to our list of standard tax solutions. The Republic of Ireland tax solution provides an automated setup for domestic VAT tax rates and custom tax reporting for the Republic of Ireland.

• Work with project costs at your preferred level of detail in work in progress (WIP) management: View project costs and enter PM forecasts at your preferred level of detail.