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.
• Creation rules and VAT and GST: Use creation rules to automatically create additional transactions for reconciliation. Transactions can include VAT and GST tax calculations.

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.

• 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.

• Cash requirements with expanded currency support: Gain visibility into expected cash flow requirements.

• 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.

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

• Enhancements to Embedded Customer Payment Services: Default email templates are now available. You can use the templates to build email templates to match your company's brand and messaging.

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

• 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.

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

• 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 in progress (WIP) management: Set a project's costs or billings to complete as of a specific period, and see warnings for details in the project breakdown.