November 8, 2024

2024 R4 Release Notes

This page lists release highlights and all changes for all supported regions. To see only the highlights and features for one specific region, check out the page for that region.

Release highlights

Feature	Available in
Sage Copilot
Sage Copilot Variance Analysis—Early Adopter Provides insights into budgets or prior period differences and alerts budget owners and finance leaders whenever actual spending exceeds your budget.	United States, United Kingdom
Search help with Copilot—Early Adopter Our AI-powered semantic search engine understands the context and intent behind your help queries, providing more accurate and relevant results.	United States, United Kingdom
Strength in financials
Reconcile customer payments and credits to AR sales invoices and Reconcile payments and credits to AP supplier invoices Review how multiple payments and credits matched to an AR sales invoice or an AP supplier invoice and track unpaid transactions.	All regions
Enhancements to Accounts Receivable statements Create clearer statements for your customers with enhancements to Accounts Receivable custom statements.	All regions
Automation support for tax solutions Expanded support of AP Automation for companies using the Taxes application.	All regions
Canadian blank stock now available Improved layout aligns with Canadian banking standards.	Canada, United States
Canadian preprinted cheque format Enhanced printing format for CAD check 2.0. Order cheques from one of our 2 new suppliers.	Canada, United States
Manual lettrage for General Ledger transactions Perform transaction matching with flexible filtering and assigned lettering sequence.	France
Bank transaction assistant now available in France Assign customers to bank transactions and process payments for multiple customers.	France
Intermediary account for DATEV export Enhanced support for the DATEV export with a new account that facilitates the transfer of balances in the General Ledger entries CSV file.	Germany
Control and compliance
Get ready for 1099 season and 1099 e-filing powered by TaxBandits Prepare for 1099 season with some helpful resources to guide you through the process of filing tax forms. And, improve efficiency and ensure IRS compliance by e-filing your forms with our seamless integration with TaxBandits.	United States
Override tax schedules in Purchasing and Order Entry Calculate taxes on transactions that cross tax jurisdictions with tax schedule override.	All regions
Enhancements for Canadian Sales Tax Capture taxes and create submissions for Harmonized Sales Tax with updates to our Canadian Sales Tax solution.	Canada
Tax detail enhancements for tax submission Mark tax details as Reporting or Not reporting. Transactions using Not reporting tax details will be excluded from tax submissions.	All regions
Tax submission extended to custom VAT—Early adopter New workflow streamlines the tax filing process for companies using a custom tax solution.	All regions
Platform efficiency
Lists enhancements - Try it! Increase your personalization and efficiency with our configurable new lists.	All regions
REST API—Early adopter We continue to offer more functionality. Watch for the Early Adopter release documentation soon!	All regions
Platform services translation management Manage translations, streamline localization, and expand global reach with bulk translation management.	All regions
New language options for Spanish and Canadian French—Beta Personalize your Sage Intacct experience and set your language on the Preferences page.	All regions
Industry insights
Multi-device employee expense automation—Generally Available Optimize expense reporting with automated receipt submission and AI-powered efficiency.	United States
Automate Contracts service period dates for invoicing Automatically include service period start and end dates on invoices.	Australia, Canada, South Africa, United Kingdom, United States
Retainage for Projects and Grants Use the retainage feature in Accounts Receivable and Accounts Payable without a Construction subscription.	Australia, Canada, South Africa, United Kingdom, United States
Continental Utility integration for utility billing Integrate Sage Intacct with Continental Utility for a complete billing solution for public utilities.	United States
Kanso integration for residential housing Expanded and improved integration between Sage Intacct and Kanso provides a solution for residential housing.	United States
Sage Intelligent time: Time clocks Easily achieve precise time tracking and compliance. Coming at the end of November!	Australia, Canada, South Africa, United States, United Kingdom
Sage Intelligent time: Rate cards Standardize pricing to establish transparent and consistent pricing structures. Coming in December!	Australia, Canada, South Africa, United States, United Kingdom
Fixed Assets Management improvements Override posting dates: Gain flexibility when booking asset depreciation. Allocations for assets: Allocate depreciation expenses across different dimensions.	All regions United States only for Allocations for assets.
Construction WIP usability enhancements Increase visibility with new fields that let you enter and view more information about WIP projects.	Australia, Canada, United States
Substantiated Construction billing enhancements Print summarized and non-summarized time and materials billing details for project contract invoices, as well as non-summarized expenses.	Australia, Canada, United States, United Kingdom (EA)
Training
Announcing the first customer certification for Sage Intacct Introducing the Accounting Specialist Certification. Assess your knowledge of Sage Intacct and skills outlined in the certification guide and get ready for the exam!	Australia, Canada, United Kingdom, United States, South Africa

All changes

Area	Feature	Available in
Sage Copilot	Copilot Variance Analysis—Early Adopter: Provides insights into budgets or prior period differences and alerts budget owners and finance leaders whenever actual spending exceeds your budget.	United States, United Kingdom
Sage Copilot	Search help with Copilot—Early Adopter: Our AI-powered semantic search engine understands the context and intent behind your help queries, providing more accurate and relevant results.	United States, United Kingdom
AI-powered automation	AP Automation support for taxes: AP Automation now supports tax information for companies that use the Tax application.	All regions
	AP Automation for Germany: Save time and let Sage Intacct create draft AP supplier invoices for you. AP Automation is now generally available for Germany.	Germany
	Enhancements to Purchasing automation: This release, we're continuing the Early Adopter program for AP Automation with Purchasing and delivered enhancements.	All regions
	Streamlined setup for GL Outlier Detection: We've simplified the setup process for GL Outlier Detection.	All regions
	Streamline expense reporting with automated receipts submission: Now you can email your receipts to Sage Intacct from any device and then use artificial intelligence to help you code them.	United States
	Accurately record clock-in and clock-out times—Sage Intelligent Time: Achieve effective time collection and ensure compliance with labor laws by maintaining detailed records of hours worked. Coming at the end of November!	Australia, Canada, South Africa, United States, United Kingdom
	Create and apply clear pricing structures—Sage Intelligent Time: Use rate cards to apply standard billing rates for employees, tasks, and projects. Coming in December!	Australia, Canada, South Africa, United States, United Kingdom
Company and Administration	Easily find your customer ID: Your Sage Intacct customer ID is now shown on the Company information page.	All regions
	New and updated language support: You can now set your preferred Company and User languages to Canadian French or Spanish. We also added localized spelling and terminologies for English in Australia, South Africa, and the United Kingdom.	All regions
	Authenticate and validate your custom email domain: Your email communications are secure and reliable when you authenticate and validate your custom email domain.	All regions
	Permission changes: We added new permissions for Accounts Payable, Accounts Receivable, General Ledger, Inventory Control, and Time and Expenses.	All regions
Accounts Payable	AP Automation support for taxes: AP Automation now supports tax information for companies that use the Tax application.	All regions
	AP Automation for Germany: Save time and let Sage Intacct create draft AP supplier invoices for you. AP Automation is now generally available for Germany.	Germany
	Send automatic payment notifications to more recipients: Configure Intacct to automatically send notifications to both the supplier primary and secondary email addresses.	All regions
	Review how payments reconcile to AP supplier invoices: Run the Supplier reconciliation report to see how adjustments, advances, and payments match to AP supplier invoices.	All regions
	Pay AP supplier invoices enhancements: Act on more AP supplier invoices at once while enjoying sort, filter, and drill down enhancements as an Early Adopter.	All regions
	Vendor Payments for American Express is being retired: Process all payments by December 20, 2024.	United States
Accounts Receivable	Review how customer payments reconcile to AR sales invoices: Run the Customer reconciliation report to see how adjustments, customer advances, and payments match to AR sales invoices.	All regions
	Reduce manual work on AR statements: Automatically include a running balance in AR statements with our statement enhancements.	All regions
	Customer payment services: We're working to sunset our Authorize.net and PayPal integrations in November of next year. Check out the Sage Intacct Marketplace to explore other solutions for a customer credit card integration.	United States
APIs and Web Services	Check out the REST API: We continue to offer more functionality that you can begin using now.	All regions
APIs and Web Services	Stay up-to-date on great new Web Services features: Read the Sage Intacct Developer portal blog.	All regions
Cash Management	Restrict GL account for bank accounts and credit card accounts: Default AP and Default AR GL accounts are no longer selectable during bank and credit account creation.	All regions
	Improved printing format for preprinted Canadian cheques: Use the print format CAD check 2.0 with cheques purchased from one of our Sage-approved suppliers.	United States, Canada
	Enhanced Canadian blank cheque stock: To stay consistent with Canadian cheque standards, order cheques from our Sage-approved suppliers.	United States, Canada
	Bank transaction assistant now available in France: Easily and quickly assign customers to bank transactions and receive multiple payments for multiple customers.	France
	Starting November 18, enhanced bank description field for some bank connections: You may need to adjust your matching rules.
Construction	Print details directly from project contract invoices: Print summarized and non-summarized time and materials billing details for project contract invoices, as well as non-summarized expenses.	Australia, Canada, South Africa, United States, United Kingdom (EA)
	Scope and schedule of a project: You can add the project scope and schedule to a project so that everyone is aware of those important details.	Australia, Canada, United States, United Kingdom (EA)
	Track project change orders and change requests assigned to a project or project contract: You can track project change orders and change requests from the Change management tab on the Project information page and the Project contracts page.	Australia, Canada, United States, United Kingdom (EA)
	Improvements for invoices in Sage Intacct Paperless: We've improved how you work with invoices.	United States
	Enhancements in Sage Field Operations: New features help you gain insight into your business, select valid serial numbers for serialized inventory, and have a better experience when working outside the office.	Canada, United States
	Enhancements in work in progress (WIP) management: New fields give you more information about your WIP projects, and some percentage fields now allow a wider range of values (even negative values).	Australia, Canada, United States
	Enhancements in Sage Intacct Construction Payroll: Learn about the latest changes in Construction Payroll.	United States
Contracts	Service periods: Now you can automatically include service period start and end dates on your invoices.	Australia, Canada, South Africa, United States, United Kingdom (EA)
	Clear and deliver in bulk and more: New bulk actions on the Manage Schedules page allow you to clear revenue and expense recognition or deliver contract lines across multiple contracts. We also made changes to the user interface to improve your experience.	Australia, Canada, South Africa, United States, United Kingdom (EA)
	Sync renewal templates to contracts: When you edit a renewal or evergreen template, you now have the option to sync your updates to scheduled renewals associated with that template.	Australia, Canada, South Africa, United States, United Kingdom (EA)
Dashboards	Enhancements in SaaS Intelligence: Learn about the latest changes in SaaS Intelligence.	Australia, Canada, South Africa, United States, United Kingdom
Fixed Assets Management	Override posting dates: We added the flexibility to choose a different posting date when posting depreciation manually.	All regions
	Transaction allocations for assets: Now you can allocate depreciation expenses across different dimensions.	United States
	Other updates in Fixed Assets Management: We added a new field for adding notes to assets, upgraded two lists, and made enhancements to the import service.	All regions
General Ledger	Streamlined setup for GL Outlier Detection: We've simplified the setup process for GL Outlier Detection.	All regions
	Enhancements for the Accounting entries file (FEC) report: Access the report in any entity with France as the operating country and select user-defined books for inclusion in your reports. In the generated report, foreign currency credits now appear as negative amounts.	France
	Manual lettrage for General Ledger for France: Perform transaction matching with flexible filtering and assigned lettering sequence.	France
	Intermediary account for DATEV export: This new account facilitates the transfer of balances in the General Ledger CSV before you run the DATEV export.	Germany
Healthcare	Enhancements in EMRConnect: Learn about the latest changes in EMRConnect.	United States
Industry solutions	Approvals in Sage Intacct Data Flow: Require that selected data be approved before it flows to Sage Intacct.	Australia, Canada, United Kingdom, United States
	Enhancements in Sage Construction Management: This release includes many new features and enhancements.	Australia, Canada, United States
	Enhancements in Sage Intacct Forms and Operational Workflows: Recent enhancements make it easier and faster to verify tax data like federal ID numbers, and to reproduce fillable PDF forms.	Canada, United States
	Announcing Sage Intacct and Continental Utility: Integrating Sage Intacct with Continental Utility gives you a complete billing solution for public utilities (water, sewer, gas, and electric).	United States
Inventory Control & Supplies Inventory	Easier tracking of inter-entity transactions: View inter-entity transactions in your entity-level valuation report details.	Australia, Canada, South Africa, United States, United Kingdom
	Supplies Inventory is now generally available: Track and monitor supplies requests and consumption with your subscription to Inventory control or the new Supplies Inventory application.	Australia, Canada, South Africa, United States, United Kingdom
	Sage Intacct Inventory Automation and Fulfillment: Together, Sage Intacct Inventory Automation and Fulfillment let you have a true multi-step order fulfillment process with barcode scanning.	Canada, United States
Nonprofit	Use retainage without Construction: Retainage is now part of the Project Costing & Billing and Grants Tracking & Billing subscriptions.	Australia, Canada, South Africa, United States, United Kingdom
Nonprofit	Enhancements in Sage Intacct Ministry Intelligence: New configuration options let you set up Ministry Intelligence to meet your needs better, and importing transactions is now simpler and easier.	Canada, United States
Order Entry	Save draft sales transactions without a document ID: We want to let you know that in 2025 we will be relaxing the document ID requirement in draft transactions. This change will help your transaction workflows become more efficient and flexible.	All regions
Payroll	Streamlined integration with Sage Intacct Payroll: You no longer need to log in to a separate application to manage the integration between Payroll and Intacct!	United States
Payroll	Enhancements in Sage Intacct Construction Payroll: Learn about the latest changes in Construction Payroll.	United States
Platform Services	Add more custom fields for the Location dimension: You can now add up to 100 custom fields for the Location dimension.	All regions
	Offer additional options to users: Enhance the user experience by providing labels in more languages.	All regions
	More flexibility and control in the page editor: Read about the option to enable or deactivate the Detach link property.	All regions
	Simplify internationalization: Import and export translations for your applications easily so that you can increase user adoption.	All regions
Projects & Grants	Use retainage without Construction: Retainage is now part of the Project Costing & Billing and Grants Tracking & Billing subscriptions.	Australia, Canada, South Africa, United States, United Kingdom
Projects & Grants	Improved syncing with Sage Intacct PSA: We've improved syncing of data between Sage Intacct and Sage Intacct PSA (Professional Services Automation).	Australia, Canada, South Africa, United States, United Kingdom
Purchasing	Enhancements to Purchasing automation: This release, we're continuing the Early Adopter program for AP Automation with Purchasing and delivered enhancements.	All regions
Purchasing	Save draft purchase transactions without a document ID: As we prepare for relaxation of the document ID requirement in draft transactions,....	All regions
Reporting—Advanced	New and enhanced ICRW Report library reports: Now available, new and enhanced Construction, Purchase Order, and Order Entry reports in the ICRW Report library.	All regions
Reporting—Advanced	New ICRW Narrative view: Interactive Custom Report Writer (ICRW) now offers a Narrative view that allows you to add text to report results for enhanced context, analysis highlights, or in-depth descriptions.	All regions
Revenue Management	Updates to Manage Revenue Schedules: We added new selection options and now automatically hide outdated results.	All regions
Sage Intacct Real Estate	Add more custom fields for the Location dimension: You can now add up to 100 custom fields for the Location dimension.	Canada, United States
	Sage Intacct and Kanso for residential housing: We've expanded and improved the integration between Sage Intacct and Kanso to provide a solution for residential housing.	United States
	Enhancements in Sage Intacct Real Estate: We've improved processes and added new options for managing lease renewals, late fees, rent calculations, and more.	United States
Tax	Tax detail enhancements for tax submission: Now you can mark tax details to exclude transactions using them from tax submissions.	All regions
	Tax submission for custom tax solutions—Early adopter: Our new tax submission workflow streamlines the tax filing process for any company using a custom tax solution. Join our early adopter program to get early access to this feature.	All regions
	Updates for tax schedules: Users of Advanced Tax or a VAT tax solution can override the default tax schedules in Purchasing and Order Entry transactions. When you use a VAT tax solution, you can also set tax schedules as inactive.	All regions
	Get ready for 1099 season: Get a head start on what you need to know for this tax season. Tax forms are available now.	United States
	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.	United States
	Enhancements for Canadian Sales Tax: Use our streamlined Canadian Sales Tax solution to calculate and submit taxes for Federal and Harmonized Sales Tax. Exclude transaction line items from being included in tax submissions using tax detail reporting.	Canada
Time & Expenses	Accurately record clock-in and clock-out times—Sage Intelligent Time: Achieve effective time collection and ensure compliance with labor laws by maintaining detailed records of hours worked. Coming at the end of November!	Australia, Canada, South Africa, United States, United Kingdom
	Create and apply clear pricing structures—Sage Intelligent Time: Use rate cards to apply standard billing rates for employees, tasks, and projects. Coming in December!	Australia, Canada, South Africa, United States, United Kingdom
	Streamline expense reporting with automated receipts submission: Now you can email your receipts to Sage Intacct from any device and then use artificial intelligence to help you code them.	United States
Training and videos	We're proud to announce the Sage Intacct Accounting Specialist Certification: Learn how to register for certification and prepare for the exam!	All regions
Training and videos	New training and videos: We added new training courses and videos to help you get the most out of Sage Intacct.	All regions
User experience	Lists enhancements: Personalize your list views, leverage advanced filters, manage list and record details side-by-side, and so much more. Try it!	All regions
User experience	Updated user interface changes: We updated labels in Company and Administration, Fixed Assets Management, Inventory Control, Order Entry, Projects, and Purchasing.	All regions