Updates for the United States

New subscription for Global Transaction Security: Build trust in your business with tools that help prevent fraudulent activity and ensure the integrity of your accounting data.

Change your Intacct language setting to French: On the Company preferences and User preferences pages, you can select the French option to set the local language for Sage Intacct.

Enhanced email delivery service is now here: We're excited to announce the launch of our enhanced email delivery service!

Mask employee bank details: Protect employees' sensitive banking information with the option to mask employee bank details in the audit trail.

Make a match: Alpha sequences for reconciliation matching are now available! Learn more.

Customize number formatting: With customizable number formatting, it's easy to compare numbers across multiple currencies, ensuring consistency even when exporting data.

API usage: The new API usage dashboard offers a comprehensive view for monitoring and analyzing API activity across your entire company, so you can identify issues and optimize your integrations.

New permissions: We added new permissions for Administration, Cash Management, and General Ledger.

Track activity: Companies with AP Automation can monitor their automated transaction volume in Subscription usage.

Fix mistakes on submitted bills: Retrieve a bill from the approval queue for editing using the new option to recall a bill.

New required field for vendors: The option to designate a vendor as an individual person is now a required field.

Vendor approval updates: Improved CSV support and a new API further enhance vendor approval.

New Pay bills column: Review the vendor's preferred payment method when selecting bills to pay.

Bank transaction assistant: A new workflow to speed up and provide flexibility for Accounts Receivable and Cash Management users—Early Adopter

Single payments for multiple customers: Receive a payment and apply it to from multiple customers.

Customer Aging report: Enjoy more filtering flexibility with the ability to select multiple customers, filter by customer group, and include child customers.

Improved printed deposits: We improved the format and information included in printed deposits.

Share multiple scenarios in Sage Intacct Planning: Share more than one scenario when sending an invitation to a contributor.

Bank transaction assistant: A new workflow to speed up and provide flexibility for Accounts Receivable and Cash Management users.

Canadian bank file payments: You can now pay electronically with bank file payments in CAD currency.

Match sequences: Auto-assign a sequence to matched transactions during reconciliation for insight into matching activity.

Connect more accounts to a bank feed : Try our premium bank feed connection with AccessPay to securely and reliably connect to a bank feed.

Bank transaction import experience: Save time and increase control when you import bank transactions from a centralized location—Early Adopter.

Improved printed deposits: We improved the format and information included in printed deposits.

South African bank files: Change which banking fields are needed to pay South African vendors.

PwC Control Insights for Sage Intacct helps you strengthen your company's control environment as you scale your business. Start your controls maturation journey with PwC Control Insights for Sage Intacct.

Announcing Advanced ownership consolidation, providing partial ownership through tiered consolidation: Subscribe to our new financial consolidation offering that supports different entity ownership percentages and multiple levels of consolidation through defined parent-subsidiary relationships.

We simplified the names of our Consolidation subscriptions:  Choose from three Consolidation subscriptions to meet your business needs: Domestic Consolidation, Global Consolidation, or Advanced Ownership Consolidation. More flexibility and simpler names.

Newly renamed Management Console Consolidation subscription:  The consolidation offering previously known as Advanced Consolidations is now Management Console Consolidation. For use with Intacct management consoles only.

Introducing retainage VAT or GST tax calculation options: Configure Accounts Receivable (AR) and Accounts Payable (AP) to determine when to tax retainage.

Compliance tracking prevents paying vendors with outstanding lien waivers: You can now avoid paying Accounts Payable (AP) bills to non-compliant vendors with outstanding lien waivers.

New project contract billing tab: Use the new read-only Project contract billing details tab to see the latest invoice billing totals for new and existing project contract lines and project contracts.

 New Construction enhancements: Now, you can systematically determine Construction payroll tax and generate formatted invoice documents for project contract billings. New time and materials summary billing features are also included in the new Sage Intacct Construction enhancements.

Enhancements in Sage Field Operations: New pricing and payment options offer greater flexibility.

New Expense lines list: Easily manage your contract and contract line expenses in the new list.

Change GL account numbers: You can now change your settings for the length of account numbers, as well as account numbers themselves.

Control how far into the future you allow posting: If you allow transactions to be posted to future periods, you can specify how far into the future you allow posting.

Adjustments are not allowed in locked periods: Locking a period now totally prevents changes to the period, because adjustments cannot be entered in locked periods.

Announcing general availability of Fulfillment for sales order management: Last year, we announced that Fulfillment for sales order management was available for early adopters. Now, we're pleased to announce that the feature is generally available to customers.

Commit quantities during order entry: Last year, we announced the ability to reserve and allocate items during order entry for early adopters. We're now pleased to announce that the feature is generally available.

Sage Intacct Mateo supports endowment accounting! Learn about the changes made in Mateo to support endowment accounting.

New cash receipts posting options: We've added selections that provide more filtering and reporting options in Sage Intacct Cash Management.

Improved statement processing: You can now specify the customer name used on statements, and it's easier for customers to see who emailed the statement.

Sage University training: We've added three role-based learning paths to Sage University.

Usability improvements: We've made several updates in Sage Intacct Mateo to make it easier to use.

Easier to use Statements List screens: New filtering options have been added to the Statements List screens for savings and loan accounts, along with other usability improvements.

Updates for opening and maturity dates: It's now easier to track important dates for your savings and loan accounts.

Mark expenses as Qualified with Grant Tracking & Billing: Now you can change the labels for Billable to Qualified Expense to align with tracking all grant types, those paid in advance, by reimbursement or contracted.

Announcing Sage Intacct Ministry Intelligence: Ministry Intelligence seamlessly connects accounting and business operations by delivering key church management data and visibility into KPIs and insights critical to strengthening congregation health.

Announcing Sage Intacct Project Intelligence: Project managers can effectively manage project delivery with utilization and realization at their fingertips.

Plan your projects with greater precision on revenue and expense: Capture detailed project estimates to compare estimated costs to actual costs. Say goodbye to using time-consuming workarounds and processes to manage project costs.

Automate transaction matching: Save time by having Sage Intacct create vendor invoices and match them to purchasing transactions in an Early Adopter program.

ICRW custom formatting: You can customize the formatting for subtotal and total rows in ICRW tables and pivot tables using a specialized Cascading Style Sheet (CSS) template.

The ICRW learning journey is an information road map for help, training videos, and Sage University classes. Whether you are new to ICRW or an expert user, the ICRW learning journey is your guide to success.

New ICRW and IVE reporting areas provide capabilities for enhanced tracking and managing of Construction projects.

QuickStart templates have new categories: Updated QuickStart templates include the account categories and account groups you need for Lease Accounting.

Drill down from stored financial reports: When viewing a stored financial report, you can now drill down from the report.

Announcing Sage Construction Management: Sage Construction Management helps you align your finance and operations data to win more business and execute projects more efficiently.

1099 e-filing powered by TaxBandits: Skip the manual printing of 1099 forms and send tax information directly to TaxBandits to file with the IRS.

Get ready for 1099 season: Get a head start on what you need to know for this tax season. Tax forms are available now.

Customize number formatting: With customizable number formatting, it's easy to compare numbers across multiple currencies, ensuring consistency even when exporting data.

Sage Intelligent Time enhancements: We added the ability to sync all draft timesheets to Sage Intacct at once, making it easy to include them in reports. We also added a setting so users can monitor when an Intacct sync is unsuccessful. Learn more.

Mask employee bank details: Protect employees' sensitive banking information with the option to mask employee bank details in the audit trail.

A new look for Sage Intacct: We're debuting new colors, fonts, and a new look for links. Learn more.

Lists enhancements: Get key improvements to more easily drill down to view required data. Learn more about the enhanced list features.

Updated user interface labels: We updated labels in Accounts Payable, Accounts Receivable, Company, Order Entry, Projects, Purchasing, and Sage Intacct Advanced CRM Integration. Learn more about label changes.