February 7, 2025

2025 R1 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.

Watch the release highlights video (18:05)

Release highlights

Feature	Available in
Sage Copilot
Copilot Close Assistant—Early adopter Gain clarity, save valuable hours, and ensure timely end-of-period reporting. Our central hub lets you monitor close activities efficiently.	United Kingdom, United States
Automation capabilities
AP Automation with Purchasing—General availability Streamline your Purchasing process with AI to match incoming documents to existing purchase orders or receivers, and more!	All regions
Get end-to-end supplies item management with Sage Intacct Supplies Inventory Efficiently manage employee supplies requests and approval flows with Sage Intacct Supplies Inventory.	Canada, United States
Purchase order approval delegation improvements Enhance your purchase order approval process with improved delegation. Allow restricted users to be assigned as delegates and enable user groups to be selected as approvers.	All regions
Strength in financials
Automate revenue management even when billing through other applications Process, defer, and recognize revenue from 3rd-party billing applications in bulk and with enhanced accuracy and compliance.	Australia, Canada, South Africa, United Kingdom, United States
Enhanced currency support for funds transfers—Early adopter Perform funds transfers with up to 3 unique currencies without having to create a manual journal entry.	All regions
Generate NACHA ACH payment files Improve the efficiency and security of your payment process by generating NACHA compliant ACH payment files.	United States
Transfer assets within an entity Easily transfer assets between dimensions such as departments and projects, with accurate accounting and full visibility on the Transfer history tab.	All regions
Introducing supplier-based approval for AP supplier invoice routing Simplify your approval process with role-based approval rules for approval policies. Ensure that submissions are automatically routed to the right approver for review.	All regions
New affiliate entity dimension for easier tracking and reporting—Early adopter Optimize your consolidations with the affiliate entity dimension for smoother auto-elimination of inter-entity activity.	Australia, Canada, South Africa, United Kingdom, United States
Industry insights
Sage Intacct Clinical eProcurement—Coming soon! Save time using vendor punchout catalogs seamlessly connected to Sage Intacct Purchasing.	United States
Lending Management—Early adopter Lenders can now manage loans from from origination to payoff including client billing, statements, and more. Includes full subledger tracking and reporting to ensure real-time portfolio insight and audit readiness.	United States
Projects and grants A new look for projects and grants: Streamlined project and grant records now provide faster, focused insight on billings and resource price information. Simplify cost and grant reporting with one-click downloads: Easily assemble project and grant attachments to share with customers or grant funding sources.	Australia, Canada, United States, United Kingdom
Construction improvements Enhance supplier compliance with custom fields: Simplify compliance tracking with expanded supplier and custom field options. Simplify construction payroll—Coming soon!: Directly access payroll setup information, Process timesheets efficiently, view lien wavers and more! Make time and materials billing seamless: Streamline billing transparency with enhanced details and attachments.	Australia, Canada, United States, United Kingdom
Platform scalability
Authenticate and validate your custom domain before May 2025 Ensure secure and reliable email communications by authenticating your custom domain.	All regions
Lists enhancements—General availability Increase your personalization and efficiency with our configurable new lists.	All regions
Improved Platform Trigger Creation for POST Requests—Early adopter Simplify HTTP post requests with a reliable delivery option.	All regions

All changes

Area	Feature	Available in
Sage Copilot	Announcing Copilot Close Assistant—Early adopter: Reduce uncertainty related to the close process, wasted time, and unnecessary delays to end-of-period reports and insights.	United States, United Kingdom
	Copilot Variance Analysis for the UK and US—General availability: Variance Analysis 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—Phased General Availability: 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 with Purchasing—General availability: This release, Purchasing automation is available to all companies. An add-on to AP Automation, this feature automates draft transactions for incoming PO purchase invoices and matches them to purchase orders or receiving documents.	All regions
	Enhancements to AP Automation with Purchasing—Early adopter: AP Automation with Purchasing is opening an early adopter program to support standalone PO purchase invoices and line-level document matching.	All regions
	Automated receipt submission for multi-currency companies: Streamline your expense reporting process by emailing your receipts directly to Sage Intacct from any device. This feature leverages artificial intelligence (AI) to assist in coding your receipts, making the entire process more efficient and accurate.	United States
Company and Administration	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
	Instance Setup Wizard enhancements: We updated the setup wizard to allow for a smoother experience creating companies.	All regions
	Permission changes: Review changes in permission menus.	All regions
Accounts Payable	AP Automation with Purchasing—General availability: This release, Purchasing automation is available to all companies. An add-on to AP Automation, this feature automates draft transactions for incoming PO purchase invoices and matches them to purchase orders or receiving documents.	All regions
	New AP supplier invoice approval rule: Assign a specific approver to each supplier with supplier-based approval.	All regions
	Deferred adjustments for charges constatées d’avance (CCA) in France: Generate scheduled entries for amounts paid in advance for charges constatées d’avance (CCA).	France
	Supplier visibility user interface changes: Learn about small changes to the user interface and workflow around supplier restrictions.	All regions
Accounts Receivable	AR statement enhancements: Include custom field data in statements and process larger statement runs with more ease.	All regions
	Deferred adjustments for produits constatés d’avance (PCA) in France: Generate scheduled entries for amounts collected in advance for produits constatés d’avance (PCA).	France
	Customer visibility user interface changes: Learn about small changes to the user interface and workflow around customer restrictions.	All regions
	Customer payment services: Our Authorize.net and PayPal integrations are going away on November 7, 2025. Check out Versapay, a Sage recommended solution, to continue accepting customer payments in Sage Intacct.
APIs and Web Services	REST API—General availability: The REST API offers a developer-friendly solution for integrating with Sage Intacct.	All regions
	REST API Bulk Request Service—Beta: Use our bulk service to process large volumes of data for improved efficiency.	All regions
	Stay up-to-date on great new Web Services features: Read the Sage Intacct Developer portal blog.	All regions
Budgeting & Planning	Sage Intacct Planning—We now offer language support for Canadian French.	Australia, Canada, South Africa, United Kingdom, United States
Cash Management	Funds transfer—Early adopter: Make 3-way currency funds transfers when you join the Early adopter program.	All regions
	NACHA payment files: You can now generate NACHA-compliant ACH payment files in Sage Intacct.	United States
	Bank transaction assistant: Draft payments that you receive but are not ready to post.	All regions
	Print Canadian cheques in French: Print on blank or preprinted cheque stock.	All regions
	Canadian bank file payments: You can now pay suppliers and employees electronically with new Canadian bank file formats.	Canada
	More options available for premium bank feeds: AccessPay now supports even more connections.	All regions
Consolidation	Affiliate entity dimension—Early adopter: Use the new affiliate entity dimension to track inter-entity activity, enabling enhanced reporting and automated inter-entity eliminations for Consolidation subscriptions. Now available to early adopters with a Consolidation subscription.	Australia, Canada, South Africa, United Kingdom, United States
Construction	Add custom fields to compliance types: Custom fields appear on the compliance records generated from associated compliance types.	Australia, Canada, United Kingdom, United States
	Simplify construction payroll—Coming soon! Easily access payroll setup information for employees and projects.	United States
	Make time and materials billing seamless: View and create reports with dimensions from expenses, customize the summary billing grid, and download attachments for expenses from an AR sales invoice.	Australia, Canada, United Kingdom, United States
	A new look for projects associated with Construction: Streamlined project records now provide faster, focused insight on billings and resource price information.	Australia, Canada, United Kingdom, United States
	Enter secondary vendors on your primary documents: The secondary vendors now appear on the Joint payees tab in Account Payable AP supplier invoices so you can pay these secondary vendors as joint payees.	Australia, Canada, United Kingdom, United States
	Enhancements in work in progress (WIP) management: New fields give you more information about your WIP projects, and you can now specify different offset accounts for overbilling and underbilling.	Australia, Canada, United States
	Updated database fields for WIP management: We updated the names of some database fields to make them more meaningful.	Australia, Canada, United States
	See assignments on a map in Sage Field Operations: The map shows assignments for work orders and jobs, and uses real-time GPS tracking to show the locations of employees and vehicles.	Canada, United States
	Enhancements in Sage Intacct Paperless: New features and enhancements include improvements to OCR (optical character recognition) so it saves you even more time, a new ability to split invoice detail lines, and improved document matching.	United States
	New Construction reporting solutions Help Center landing page: We have designed a single point of access where you can learn about all the Construction report types. Choose from a rich set of Sage Intacct standard application reports, custom reports, and advanced reporting solutions.	Australia, Canada, United Kingdom, United States
Fixed Assets Management	Transfer assets within an entity: Easily move assets between departments, projects, or other dimensions. Each transfer automatically generates GL journal entries to ensure accurate records and is logged in the asset's Transfer History.	All regions
Fixed Assets Management	Other updates in Fixed Assets Management: We increased the maximum allowable useful life for assets and made improvements to the import service.	All regions
General Ledger	Prevent direct posts to specified journals: Eliminate a primary cause of discrepancies between subledgers and the Trial balance report. You can prevent direct posts on a journal-by-journal basis.	All regions
	Regularization account reclassification for regional reporting compliance: Ensure regional reporting compliance by configuring balance sheet accounts to be automatically classified as assets or liabilities depending on their balance.	All regions
	Enhancements for the Accounting entries file (FEC) report: Supplier and customer dimensions are now displayed only for offset accounts.	France
	Enhancements for the DATEV export: Now you can add DATEV ID information to your supplier and customer records, making it easier to meet compliance requirements.	Germany
Healthcare	Clinical eProcurement streamlines purchasing for healthcare organizations: Save time using vendor punchout catalogs seamlessly connected to Sage Intacct Purchasing.	United States
Healthcare	Enhancements in EMRConnect: Learn about the updates that make EMRConnect even better!	United States
Industry solutions	Enhancements in Sage Intacct Data Flow: We've improved the flow of data from HubSpot to Intacct, and you can now use the Data Table tool to update data without removing existing data in the data table.	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 Real Estate: Import new charge amounts to existing recurring charges for existing leases, manage lease renewals for multiple leases, and generate tenant statements.	Canada, United States
	Enhancements in Sage Intacct Ministry Intelligence: Learn about the updates that make Ministry Intelligence even better!	Canada, United States
	Enhancements in Sage Intacct Forms and Operational Workflows: The audit log is easier to query, and we've added many new forms and workflows for construction and church/ministry.	Canada, United States
	Consolidated dashboards in Sage Intacct Project Intelligence: For multi-entity organizations operating in different base currencies, new dashboards let you see consolidated data across all entities in a single base currency.	Canada, United States
Inventory Control & Supplies Inventory	Automatic updates ensure inventory valuation accuracy: Easier configuration for new subscribers keeps inventory costs up-to-date.	Australia, Canada, South Africa, United Kingdom, United States
	Get end-to-end supplies item management with Sage Intacct Supplies Inventory: Conveniently manage your supplies inventory workflow requests, approvals, and purchases.	Canada, United States
	Sage Intacct Inventory Automation now integrates with Supplies Inventory: Act on employee supply requests faster and more accurately by using mobile devices to scan barcodes.	Canada, United States
	More flexibility during transaction processing: New security settings offer restricted users added control of their draft inventory transactions.	Australia, Canada, South Africa, United Kingdom, United States
Lending Management	Lending Management—Early adopter: Lenders can now manage loans from from origination to payoff including client billing, statements, and more. Includes full subledger tracking and reporting to ensure real time portfolio insight and audit readiness.	United States
Order Entry	View dimensions in subtotals: Dimension distributions can now display across subtotal line items in entity-level sales transactions.	All regions
	More flexibility during transaction processing: Modified security settings offer restricted users added control of their draft sales transactions.	All regions
	Automate revenue management even when billing using a different application: Integrate your third-party billing with Sage Intacct's Revenue Management. Accurately process, defer, and recognize revenue from external invoices while ensuring compliance and streamlined reporting.	Australia, Canada, South Africa, United Kingdom, United States
Payroll	Simplify construction payroll—Coming soon! Easily access payroll setup information for employees and projects.	United States
Platform services	REST API—General availability: The REST API offers a developer-friendly solution for integrating with Sage Intacct.	All regions
	Improved Platform Trigger Creation for POST Requests—Early adopter: Use the webhook delivery option to simplify HTTP post requests in Triggers.	All regions
	REST API Bulk Request Service—Beta: Use our bulk service to process large volumes of data for improved efficiency.	All regions
Projects and Grants	A new look for projects and grants: Streamlined project and grant records now provide faster, focused insight on billings and resource price information.	Australia, Canada, United Kingdom, United States
Projects and Grants	Simplify cost and grant reporting with one-click downloads: Easily assemble project and grant attachments to share with customers or grant funding sources.	Australia, Canada, United Kingdom, United States
Purchasing	AP Automation with Purchasing—General availability: This release, Purchasing automation is available to all companies. An add-on to AP Automation, this feature automates draft transactions for incoming PO purchase invoices and matches them to purchase orders or receiving documents.	All regions
	More flexibility for approvals: Share the workload with the ability to extend who can act as a delegate for approval requests when you're away from the office.	All regions
	Enhancements to AP Automation with Purchasing—Early adopter: AP Automation with Purchasing is opening an early adopter program to support standalone PO purchase invoices and line-level document matching.	All regions
	View dimensions in subtotals: Dimension distributions can now display across subtotal line items in entity-level purchase transactions.	All regions
	Edit tax information in Purchasing draft transactions: To support Purchasing automation, you can now create draft Purchasing transactions without entering tax solution information. You can update the draft later to enter a tax solution, tax schedules, and tax details.	All regions
	More flexibility during transaction processing: Modified security settings offer restricted users added control of their draft purchase transactions.	All regions
Reporting—Financial	Variance analysis reports added to all QuickStart templates: For companies created using a QuickStart template, the Variance analysis reports help you analyze your budget performance by department or location.	All regions
Revenue Management	Automate revenue management even when billing through other applications: Integrate your third-party billing with Sage Intacct’s Revenue Management. Accurately process, defer, and recognize revenue from those invoices while ensuring compliance and streamlined reporting.	Australia, Canada, South Africa, United States, United Kingdom
Taxes	Tax submission for custom tax solutions—Generally available: Our new tax submission workflow streamlines the tax filing process for any company using a custom tax solution.	All regions
	Support for term discounts for taxes—Early adopter: Customers using a standard or custom tax solution in the Taxes application can capture taxes on term discounts in their Accounts Receivable and Order Entry transactions.	All regions
	Create customized tax reports—Early adopter: Define tax report boxes, add those defined boxes to a tax report template, and run a tax report from that template to calculate your tax burden for a defined period.	All regions
	Updates for Canadian Sales Tax: We updated the standard tax solution for Canada to include Nova Scotia's April 2025 tax rate decrease. Learn what steps you need to take to install these updates.	Canada
Time and Expenses	Create and apply clear pricing structures—Sage Intelligent Time: Use rate cards to apply standard billing rates for employees, items, and projects.	Australia, Canada, South Africa, United States, United Kingdom
Time and Expenses	Automated receipt submission for multi-currency companies: Streamline your expense reporting process by emailing your receipts directly to Sage Intacct from any device. This feature leverages artificial intelligence (AI) to assist in coding your receipts, making the entire process more efficient and accurate.	United States
Training & 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 interface	Lists enhancements—General availability: Manage list and record details side by side, leverage advanced filters, customize your list view for the way you work, and so much more. Try it!	All regions
	Updated user interface changes: We updated labels in Accounts Payable, Accounts Receivable, Cash Management, Company, Consoles, Fixed Assets Management, Inventory Control, Order Entry, Projects, Purchasing, and WIP Management.	All regions
	Updates to import templates: We updated import templates in Company.	All regions