regional updates

Updates for Canada

On this page you can scan the list of release highlights to get a quick overview of the release or you can review a list of all the changes organized by category.

Release highlights

Feature	Available in
Automation capabilities
AP Automation streamlined in Purchasing with non-matching transactions—Early Adopter Boost efficiency with AI-powered automatic transaction creation. Generate transactions without matching, reduce manual tasks, and get intelligent predictions that continuously improve.	All regions
Sage Intacct Supplies Inventory enhancements Supplies Link PO: Reduce manual data entry and link supplies requisition lines to existing POs when goods have already been ordered but not yet stocked. Customizable supplies pick list and pick report: Use merge field capabilities to tailor pick tickets and pick reports to meet specific business requirements.	Canada, United States
Strength in financials
Sync payments from Salesforce Reduce manual effort and enhance the accuracy of your financial data with a full quote-to cash workflow between Salesforce and Sage Intacct.	All regions
Transfer assets between entities Easily transfer an asset from one entity to another with accurate accounting treatment in Sage Fixed Assets Management.	All regions
Custom declining balance depreciation Depreciate assets at a custom rate with flexible depreciation methods in Sage Fixed Assets Management.	Australia, Canada, South Africa, United Kingdom
Affiliate entity dimension—General availability Automatically tag, track, and report on inter-entity activity with the new affiliate entity standard dimension for more granular eliminations in your consolidations.	All regions
Financial reporting guidance Optimize your reports in Financial Report Writer with tailored recommendations.	All regions
AR custom discount GST support for Canada Automatically capture taxes when a discount is applied and override expired discount terms at payment time.	Canada
Industry insights
Sage Intacct Fundraising powered by DonorPerfect Increase the effectiveness of fundraising campaigns and regular giving programs while improving decision-making with superior business insights.	Canada, United States
Automated WIP relief Easily relieve project-related accruals at completion and streamline the recognition of project-related costs to coincide with project completion.	Australia, Canada, South Africa, United Kingdom, United States
Introducing the Contracts summary tab Achieve high-level visibility into contract activity to track details like Order Entry and AR transactions, Purchasing and AP transactions, and project insights.	Australia, Canada, South Africa, United Kingdom, United States
Timesheet allocations in Sage Intelligent Time Quickly distribute timesheet entries while ensuring consistent cost allocation.	Australia, Canada, South Africa, United Kingdom, United States
Construction usability enhancements Faster contract setup: Duplicate project contracts and copy over mapped tasks for time and materials contract lines. Release note coming soon! Improved compliance management: Improve efficiency and set up smart events and smart rules for supplier compliance records. Flexible lien waivers: Generate lien waivers for secondary suppliers. New Primary document details tab for Construction: Improve efficiency and get a more organized approach to order management and invoicing.	Australia, Canada, United Kingdom, United States
Platform scalability
Spanish and Canadian French language preferences—General availability You can now set your preferred Company and User languages to Canadian French or Spanish.	All regions
Enhanced lists Increase your personalization and efficiency with over 300 new lists available now.	All regions
New import service Simplify data imports with AI-powered tools that handle all the complexity behind the scenes.	All regions
Authenticate and validate your custom domain before May 2025 Ensure secure and reliable email communications by authenticating your custom domain.	All regions
Event queue trigger Flexible event management retrieval lets you get notifications on your schedule.	All regions
Improved Platform trigger creation for POST requests—General availability You can now use the webhook delivery option to simplify your HTTP post requests in Triggers.	All regions

All changes

Area	Feature	Available in
AI and Automation	AP Automation streamlined in Purchasing—Early Adopter: This release continues the Early Adopter program to automate Purchasing transactions that do not have a source match defined, for example PO purchase invoices that do not match to purchase orders or requisitions.	All regions
	Streamline your supplies workflow: Ensure your team gets the supplies they need, when they are needed, by linking a new supplies request to an existing purchase order.	Canada, United States
	Customize supplies pick lists and pick reports: Provide your team with detailed pick lists, and create more comprehensive pick reports.	Canada, United States
	Other updates to AP Automation with Purchasing: Companies subscribed to Advanced Audit Trail can now automate incoming transactions and document sequence number settings are no longer required to automate transactions.	All regions
Company and Administration	New import service—General availability: The Sage Intacct import service simplifies data imports with AI-powered tools that handle all the complexity behind the scenes.	All regions
	Spanish and Canadian French language preferences—General availability: You can now set your preferred Company and User languages to Canadian French or Spanish.	All regions
	Authenticate and validate your email domain today: To ensure smooth email delivery to your customers and partners, authenticate and validate your domain during May 2025.	All regions
	Updates to Accountant consoles Monitor the creation process of an instance or console template: After you create instances or console templates, the State column displays the following options: Ready, In progress, or Failed. Changes during instance creation: The Package type field and the Demo option are no longer available when creating an instance.	All regions
	Permission changes: We changed permissions for Accounts Payable, Accounts Receivable, Expenses, Projects, and Time.	All regions
Accounts Payable	Issue cheques to joint payees: The joint cheque payment method is now available in Accounts Payable for all customers.	All regions
	Before you void a payment: A new message alerts you when an Accounts Payable transaction has already been reconciled.	All regions
	Import permission update: Post permissions required when importing non-draft adjustments.	All regions
	New rule type for named approvers: Select the User Level rule type to add AP supplier invoice approvers by name.	All regions
	Field change: Special characters are restricted in certain Accounts Payable fields.	All regions
Accounts Receivable	Customer refunds—Coming soon!: Record refunds that you make to customers against existing credits.	All regions
	Inter-entity bill back improvements: Locations and sublocations use bill back mapping from the parent entity.	All regions
	Receive a payment: We've postponed the retirement of Receive a payment.	All regions
	AR statement improvements: Applied external credits now appear in entity-level statements.	All regions
	Import permission update: Post permissions required when importing non-draft AR sales invoices and adjustments.	All regions
	Before you reverse an advance: A new message alerts you when a customer advance has already been reconciled.	All regions
	Field change: Special characters are restricted in certain Accounts Receivable fields.	All regions
Cash Management	Import credit card bank transactions for reconciliation: Use Bank transaction assistant file import for an improved experience.	All regions
	Classic import experience for reconciliation is retiring: Instead, use Bank transaction assistant file import to import bank and credit card transactions.	All regions
	Reclassify GL account for credit card transactions: Update the GL account of paid, partially paid, and reconciled credit card transactions.	All regions
	HSBC SEPA bank file support: Generate and send bank file payments with the new HSBC SEPA file format, available for accounts that transact in EUR currency.	All regions
Consolidation	Affiliate entity dimension—General availability: Use the new affiliate entity standard dimension to track inter-entity activity, enabling enhanced reporting and automated, more granular inter-entity eliminations for companies with Consolidation subscriptions.	All regions
Construction	All 2025 R2 updates for Sage Construction: A comprehensive list of all construction-related updates for this release.	Australia, Canada, United Kingdom, United States
	Enhanced support for smart events and smart rules on compliance records: You can now set up smart events and smart rules to streamline your compliance processes and ensure that your compliance records are accurate and up to date.	Australia, Canada, United Kingdom, United States
	Generate lien waivers for secondary vendors: You can now generate lien waivers for secondary suppliers on AP bills, all payments, or joint checks.	Australia, Canada, United Kingdom, United States
	New Primary document details tab on primary documents in Purchasing : You can now access all purchasing change order and invoice details for primary documents in one central location.	Australia, Canada, United Kingdom, United States
	Stay on project change order after posting: When you post or draft a project change order, you can select Post & continue (or Draft & continue) to keep your document open and continue working.	Australia, Canada, United Kingdom, United States
	Import project change requests: Save time and upload multiple change orders at once.	Australia, Canada, United Kingdom, United States
	Project manager permissions for project contract tables: Project managers get Add, Edit, View, List, and Delete permissions.
	See historical data for projects in work in progress (WIP) management: You can now view project history for WIP projects, and you can export and import WIP schedule information more easily.	Australia, Canada, United Kingdom, United States
Construction Management	Enhancements in Sage Construction Management: This release includes many new features and enhancements.	Australia, Canada, United States
Contracts	Introducing the Contract summary tab: Quickly get a high-level view of contract activity. Track key details like transactions for OE, AR, Purchasing, and AP, along with project insights, all in one place.	Australia, Canada, South Africa, United Kingdom, United States
	Edit custom fields on canceled contract lines: You can now edit custom fields on canceled contract lines, allowing you to update information for reporting, compliance, or adjustment purposes without reactivating the contract.	Australia, Canada, South Africa, United Kingdom, United States
	Other updates to Contracts: We added quick shortcuts to pay contract invoices and generate invoices, as well as a new setting to improve evergreen contracts renewals.	Australia, Canada, South Africa, United Kingdom, United States
Expenses	Time and Expenses split into two applications: Previously, Time and Expenses were combined into a single application. The subscription still includes both applications but you access them using dedicated menus.	All regions
Fixed Assets Management	Transfer asset enhancements: You can now transfer assets between entities, revert transfers, and more.	All regions
	Custom declining balance depreciation methods: We added two new depreciation methods that allow you to customize the rate at which assets depreciate.	All regions
	Depreciation Roll Forward report: Use this new report to track and audit depreciation balances over a specific period.	All regions
	Fixed Assets Management reporting now available in ICRW: We added a prebuilt report to ICRW to support your fixed asset reporting needs. You can also build your own custom reports.	All regions
	List and page enhancements: We added new features to Fixed Assets Management lists and pages, making it easier to export data, manage depreciation rules, and more.	All regions
	Other updates to Fixed Assets Management: We added an Intangible type to assets, improved asset allocations, and made several other user interface and functionality enhancements.	All regions
Inventory & Supplies	Change in document number requirements: Increase your transaction workflow efficiency. Now save draft inventory transactions without a document number.	All regions
	Customize supplies pick lists and pick reports: Provide your team with detailed pick lists, and create more comprehensive pick reports.	Canada, United States
	Streamline your supplies workflow: Ensure your team gets the supplies they need, when they are needed, by linking a new supplies request to an existing purchase order.	Canada, United States
	Autofill supplies request delivery method: We're making it easier for you to process new supplies requests with a new default delivery setting.	Canada, United States
	Enhancements to Advanced Kit Assembly for Sage Intacct Inventory Automation: Specify substitute component items for kits and bills of material.	Canada, United Kingdom, United States
Order Entry	Change in document number requirements: Increase your transaction workflow efficiency. Now save draft sales transactions without a document number.	All regions
Nonprofit	Sage Intacct Fundraising powered by DonorPerfect—General availability: Manage donors and execute successful fundraising campaigns. Rely on dashboards and reports for sound decision making.	Canada, United States
Platform services	Platform event queue trigger—Early Adopter: Event management retrieval that lets you get notifications on your schedule.	All regions
	Improved Platform trigger creation for POST requests—General availability: Now generally available, you can use the webhook delivery option to simplify your HTTP post requests in Triggers.	All regions
	Platform installed components update: We simplified the Platform Services menus so that you can more easily focus on what you use.	All regions
	REST API Bulk Request Service—General availability: Use our bulk service to process large volumes of data for improved efficiency.	All regions
Projects and Grants	New time and material summary totals workflow: This new workflow enables you to manually refresh summary totals and increases the number of expenses in each transaction type to 4000.	Australia, Canada, United Kingdom, United States
	Introducing Automated WIP relief: Automatically reclassify WIP balances upon project completion to close the books faster	Australia, Canada, South Africa, United Kingdom, United States
	Faster contract setup when duplicating project contracts: When you duplicate a project contract, Intacct can now copy mapped tasks for time and material contract lines.	Australia, Canada, United Kingdom, United States
Purchasing	AP Automation streamlined in Purchasing—Early Adopter: This release continues the Early Adopter program to automate Purchasing transactions that do not have a source match defined, for example PO purchase invoices that do not match to purchase orders or requisitions.	All regions
	Hide price on Purchasing documents: You can now hide the price on transactions like receiver documents.	All regions
	Match tolerance exceptions: Transaction lines that fall outside of your match tolerance range now flag exceptions for draft transactions.	All regions
	Change in document number requirements: Increase your transaction workflow efficiency. Now save draft purchase transactions without a document number.	All regions
	Other updates to AP Automation with Purchasing: Companies subscribed to Advanced Audit Trail can now automate incoming transactions and document sequence number settings are no longer required to automate transactions.	All regions
Reporting—Advanced	New ICRW Reload Server Metadata: Interactive Custom Report Writer (ICRW) now provides the ability to immediately see new custom fields and user-defined dimensions in ICRW and add them to reports.	All regions
Reporting—Advanced	New and enhanced ICRW Report library reports: Now available in the ICRW Report library, new Fixed Assets Management and enhanced Construction Work In Progress (WIP) reports.	All regions
Reporting—Financial	Financial reporting guidance for optimized performance: See tailored recommendations for optimizing your reports in Financial Report Writer.	All regions
Sage Field Operations	Improved work order activity view in Sage Field Operations: See more data and in-context details for work orders.	Canada, United States
Sage Intacct Real Estate	Enhancements in Sage Intacct Real Estate: New tools help you reorganize property records and simplify payment schedules for leases with escalating rents, and handling of interest on security deposits is improved.	Canada, United States
Salesforce	Streamline your cash flow with bidirectional payment sync: Create payments in Salesforce and automatically update them in Intacct.	All regions
Tax	Support for Canadian Sales Tax in French: We added French versions of the tax details and schedules that you can import to use with the standard tax solution for Canada.	Canada
Tax	Use custom discounts for Canadian Sales Tax: If your company uses the standard tax solution for Canada, you can now use custom discounts in certain Accounts Receivable transactions.	Canada
Time	Distribute timesheet entries—Sage Intelligent Time: Transaction allocations determine how Intacct calculates the time to distribute between dimensions.	Australia, Canada, South Africa, United States, United Kingdom
Time	Time and Expenses split into two applications: Previously, Time and Expenses were combined into a single application. The subscription still includes both applications but you access them using dedicated menus.	All regions
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: 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
User interface	User interface changes: We updated labels in Accounts Payable, Company, Contracts, Fixed Assets Management, Platform Services, Projects, Supplies Inventory, Time, and WIP Management.	All regions