regional updates
Updates for the United States
On this page you can scan Release highlights to get a quick understanding of what's new, or review a list of All changes organized by category.
Release highlights
Watch the release highlights video (8:35)
Below is a list of highlighted features in Sage Intacct 2023 Release 3 for the United States.
| Feature description | Go there |
|---|---|
| Best-in-class financials | |
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Accounts Payable vendor approval Verify correctness of new and updated vendor records through an official review process |
Announcing vendor approval |
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Match tolerance for Purchasing Check that the unit prices all agree on purchase orders, PO receipts, and vendor invoices to make sure you're paying the correct amount. |
Introducing match tolerances for Purchasing transactions |
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Accounts Receivable payment ID Easily track Accounts Receivable payments using document sequencing for quick referencing, filtering, and reporting. |
Track payments with document sequencing |
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Expanding Beta for Lists enhancements The beta program is now available for all supported regions in English and for even more lists. Check out the new enhancements on the lists for Vendors, Departments, Locations, Attachments, and more. |
Lists enhancements - Try it! |
| Industry highlights | |
| Contracts revenue recognition on invoice
Drive your business forward and opt to recognize revenue when a contract line is invoiced. |
Recognize sales revenue on contract line invoice |
| Project budget insight on your project summary
Get a quick view into the financial impact of your project or grant's efficiency, productivity, and progress. |
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| Construction vendor compliance
Ensure construction vendors provide the right compliance papers before work begins so you can build with confidence. |
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EMRConnect integration for Sage Intacct—US only Automate the data flow between your healthcare company's electronic medical records and Sage Intacct. Optimize your workflow and reduce the chance of data entry errors. |
EMRConnect |
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FACTS solution for schools integration—US only Streamline your school's financial processes and reduce manual data entry. Get real-time insight and visibility into your data and increase efficiency. |
Announcing FACTS integration with Sage Intacct |
All changes
Below is a list of changes made in Sage Intacct 2023 Release 3 for the United States.
Company and Administration
| Added |
Configure the number of decimal places to increase data accuracy: Data Delivery Service now lets you configure the number of decimal places used in rounding your data. Coming soon: Enhanced email delivery service: Sign up to be an early adopter of our enhanced email delivery service that uses DKIM authentication! |
| Updated | Permission changes: We changed permissions for Accounts Payable, Cash Management, Purchasing, and Time & Expenses. |
Accounts Payable
| Added | Bill uploads for restricted users: Users restricted to entities or departments can now upload bills for AP Automation. Vendor approval: Verify accuracy of vendor record changes through an official review process. |
| Updated | Inter-entity drill down link: Drill down to invoice details from a bill that was created through inter-entity bill back. |
Accounts Receivable
| Added |
Document sequencing for payments: Track payments more easily with document sequencing for Accounts Receivable payments. Single payments for multiple customers: We're launching an Early Adopter Program to support single payments for multiple customers. This is useful when you receive a single payment, but need to apply the payment to from different customers. |
| Updated |
Inter-entity drill down link: Drill down to invoice details from a bill that was created through inter-entity bill back. Enhancement to paying invoices: You can now pay individual directly from the list in companies where multiple currencies are enabled. |
Budgeting and Planning
| Updated |
Share multiple scenarios in Sage Intacct Planning: Share more than one scenario when sending an invitation to a contributor. |
Consolidation
| Added |
Advanced Ownership Consolidation, providing partial ownership through tiered consolidation—coming soon: Get ready for a new financial consolidation offering that supports different entity ownership percentages and multiple levels of consolidation through defined parent-subsidiary relationships. |
Construction
| Added | Do your vendors have the right compliance documents? Ensure that your construction vendors have provided the necessary compliance documents before you pay them. |
| Updated |
Enhancements in Sage Field Operations: Recent enhancements save time in the office and provide more flexibility for mobile workers. |
Contracts
| Added |
Do not defer! Recognize revenue on invoice: You now have the option to recognize revenue when a contract line is invoiced. |
Dashboards
| Added |
SaaS Intelligence dashboard subscription: This SaaS metrics tracking dashboard is now available in Australia, Canada, South Africa, and the United Kingdom. |
General Ledger
| Added | Restrict GL transactions to the entity level: Set up your system so that GL transactions can be created only at the entity level, not at the top level. |
| Updated | Exclude adjustments from the Trial Balance report: A new option lets you choose whether or not the Trial Balance report includes adjustments. |
Healthcare
| Added | Announcing EMRConnect for Sage Intacct: Looking to streamline processes and reduce the chance of data entry errors? EMRConnect automates the flow of data from your electronic medical records (EMR) system to Sage Intacct. |
Help and Training
| Added | New Sage Intacct glossary: Look up terminology or browse the glossary to learn more about Intacct. Navigate your learning experience: Sage University's learner home provides you with a personalized and intuitive hub to help you navigate and customize your learning. |
Inventory Control
| Added |
Announcing Advanced Kit Assembly: Save time by automating kit building with the new Advanced Kit Assembly module in Sage Inventory Automation. |
| Updated |
Improved prevention of negative inventory: Users can no longer backdate a transaction that would result in a negative inventory amount if you don't allow negative inventory. Learn more |
Nonprofit
| Added |
Announcing EMRConnect for Sage Intacct: Looking to streamline processes and reduce the chance of data entry errors? EMRConnect automates the flow of data from your electronic medical records (EMR) system to Sage Intacct. Announcing FACTS solution for schools integration: Integrate FACTS with Sage Intacct to reduce manual data entry by importing data from FACTS to your general ledger in Intacct. |
Payroll
| Added |
New Payroll features: We're excited to announce several new features in Sage Intacct Payroll powered by ADP that will enhance human resources (HR) functionality, allow customers to better engage with employees, and save time and money in the hiring process. |
Projects
| Added | Project budget insight on your project summary: Get a quick view into the financial impact of your project or grant's efficiency, productivity, and progress. Learn more |
Purchasing
| Added |
Introducing match tolerances: Take control of outgoing payments with match tolerances and pay the proper amount for what you ordered. Vendor approval: Verify accuracy of vendor record changes through an official review process. |
Reporting - Advanced
| Added |
Interactive Custom Report Writer (ICRW) and Interactive Visual Explorer (IVE): New in ICRW and IVE: Apply XML allows you to modify ICRW custom SQL reports and retain all the formatting. New reporting areas in ICRW and IVE allow you to effectively track and manage Construction projects and Accounts Receivable (AR) invoices. |
Sage Intacct Advanced CRM
| Updated |
Reset field mapping defaults and other updates: The Advanced CRM Integration now allows you to return field mappings to their default settings. There have also been some minor updates to how Contract kits are synced. Learn more! |
Sage Intacct Real Estate
| Updated |
More flexibility and control Sage Intacct Real Estate: We've made some changes to Sage Intacct Real Estate so that you have more flexibility and control when managing your business. Sage Intacct Real Estate—easier to use than ever: We've made improvements so that you can complete tasks quicker and with greater ease in Sage Intacct Real Estate. Greater visibility into your organization: Recent enhancements in Sage Intacct Real Estate provide greater visibility into your organization to help ensure that you're always up to date with your business. |
Time and Expenses
| Added |
Announcing Sage Intelligent Time embedded experience: Access Sage Intelligent Time directly from the Time and Expenses or Projects applications in Sage Intacct. |
| Added | Sage Intelligent Time enhancements: We added timesheet attachments, staff timesheets, and more to elevate your time tracking experience. |
User Experience
| Updated |
Lists enhancements: Get key improvements to more easily drill down to view required data. Learn more about the enhanced list features. Funds hidden from entity navigation When an entity is designated as a fund, the entity selection dropdowns hide the funds from view. Learn more! Updated user interface labels: We updated labels in Accounts Receivable, Cash Management, Company, and General Ledger. Learn more about label changes. |
Web Services
| Dev portal | Watch the Sage Intacct Developers portal blog to stay up-to-date on great new features in Web Services. |