regional updates

Updates for Australia

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.

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Release highlights

Feature Available in
Maximize time

Search help with Copilot—Available in all supported languages: Our AI-powered semantic search engine understands the context and intent behind your help queries, providing more accurate and relevant results.

All regions

Accelerate decision-making

Fixed Assets Management

All regions

Support for term discounts for taxes—General availability: 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

Optimized for your business

Introducing historical contracts: Onboard to Contracts faster with a new way to import and manage historical contract lines and their balances.

Australia, Canada, South Africa, United Kingdom, United States

Automate equity consolidation method—General availability: You can now use the equity consolidation method to record subsidiary ownership income. Sage Intacct automatically generates equity entries, ensures ownership transparency by recording and tracking changes by period, and supports single subsidiary rollup to multiple parents with multiple rollup levels.

Australia, Canada, South Africa, United Kingdom, United States

Create construction projects, tasks, and cost types with default purchasing tax schedules: You can now assign a default tax schedule for a project, task, and cost type. The appropriate taxes for the project location are automatically filled for the purchasing line items. Australia, Canada, United Kingdom, United States
Platform REST API trigger: Supercharge workflows with REST automation in Sage Intacct.

All regions

All changes

Area Feature Available in
APIs and Developer Updates The REST API offers a developer-friendly solution for integrating with Sage Intacct: With 2025 release 4, we’re introducing a new Sage Intacct developer experience. Check out the updated look and feel!

All regions

Stay up-to-date with XML API changes: While Sage Intacct continues to support the XML API, going forward all new objects and features will be released in the REST API.

All regions

Area Feature Available in
AI and Automation Search help with Copilot—Available in all supported languages: Our AI-powered semantic search engine understands the context and intent behind your help queries, providing more accurate and relevant results.

All regions

Smarter email capabilities for AP Automation: Leverage auto-forwarding rules, support more file formats, and get notified when documents do not process.

All regions

Line-level matching enhancements for AP Automation with Purchasing—Early Adopter: Now you can view line entry exceptions in a summarized view when the price or quantity do not match and add unconverted lines from the source transaction.

All regions

Company and Administration

New sandbox naming convention: We updated our sandbox naming convention to improve consistency and make sandbox instances easier to identify.

All regions

Real-time alignment with Sage Collaborate: Sage Collaborate lets you communicate in real-time on records, helping you to stay informed and resolve issues faster.

All regions

Sage Intacct import service updates: New imports are now available, including General Ledger journal entries and Contacts! Simplify your imports with AI-powered tools.

All regions

Permission changes: We changed permissions for Consoles, Contracts, and Time—Sage Intelligent Time.

All regions

Accounts Payable Smarter email capabilities for AP Automation: Leverage auto-forwarding rules, support more file formats, and get notified when documents do not process.

All regions

AP Ledger report: Enjoy more filtering flexibility with the ability to select multiple suppliers, filter by supplier group, and include child suppliers.

All regions

Payment IDs for advances: Automatically assign unique IDs to new AP advances.

All regions

Accounts Receivable

New transaction options when running customer statements: Now when you run open item customer statements, you'll see new transaction options to select from. This change makes it easier to decide what transactions and states you want to include in the statement.

All regions

Cash Management Combine bank fees with debit or credit transactions for easier matching: A new match condition helps save you time by combining bank fees with the associated transaction fees when reconciling a bank account.

All regions

Consoles Anonymous users can no longer slide in to an instance: This allows for a clear audit trail in a Sage Intacct instance.

All regions

Subscribe tab removed from the Instance Setup Wizard: Subscribe to applications directly from within an instance.

All regions

Consolidation

Automate equity consolidation method—General availability: You can now use the equity consolidation method to record subsidiary ownership income. Sage Intacct automatically generates equity entries, ensures ownership transparency by recording and tracking changes by period, and supports single subsidiary rollup to multiple parents with multiple rollup levels.

Australia, Canada, South Africa, United Kingdom, United States

Construction

Create construction projects, tasks, and cost types with default purchasing tax schedules: You can now assign a default tax schedule for a project, task, and cost type. The appropriate taxes for the project location are automatically filled for the purchasing line items.

Australia, Canada, United Kingdom, United States

View release details from a release batch, AP supplier invoice, or AR sales invoiceRetainage release information now displays in four areas of Sage Intacct, streamlining your workflow and offering a comprehensive view across customers and suppliers.

Australia, Canada, United Kingdom, United States

Allow excess billing on progress-based contract lines: You can now set progress-based project contract lines to an unrestricted billing amount.

Australia, Canada, United Kingdom, United States

Work in progress (WIP) management: Control how WIP schedules handle projects that have no job-to-date costs or billings, easily update values to show that a project is complete in terms of costs or billings, and you can now open the WIP Schedule Project Breakdown page from the WIP history page (Early Adopter).

Australia, Canada, United Kingdom, United States
Contracts Introducing historical contracts: Onboard to Contracts faster with a new way to import and manage historical contract lines and their balances. Australia, Canada, South Africa, United Kingdom, United States
Contract renewal enhancements: We've updated the automatic renewal process, added new configuration settings, and simplified template management. Australia, Canada, South Africa, United Kingdom, United States
Faster page loading and navigation in Contracts: We enhanced pagination across multiple key areas of contracts and redesigned the Journal balances tab. Australia, Canada, South Africa, United Kingdom, United States
Dashboards Formatting updates for charts and graphs: To support future enhancements, we've made some behind-the-scenes improvements to the charts and graphs used in General Ledger.

All regions

Expenses Set default values to appear on timesheets: Admins can set default values on employee records so that those values appear on timesheets automatically using Sage Intelligent Time. Australia, Canada, South Africa, United Kingdom, United States
Fixed Assets Management

Partially dispose of assets: Dispose of part of an asset while continuing to depreciate the remaining value.

All regions

Create multiple assets from an AP supplier invoice or AR sales invoice line: Ensure accurate asset tracking for bulk purchases by automatically generating multiple fixed assets from a single AP supplier invoice or purchasing transaction line.

All regions

Skip asset creation on AP supplier invoice and AR sales invoice lines: Gain more flexibility by choosing not to create an asset for specific AP supplier invoice or AR sales invoice lines when using AP or Purchasing integrations.

All regions

Other updates to Fixed Assets Management: Edit asset dimensions without a transfer, change the historical accumulated depreciation setting at any time, and more.

All regions

General Ledger

Include unposted transactions in General Ledger reports: Gain a more transparent, real-time view of your financial data.

All regions

Inventory & Supplies Easier control of tracked supplies items: Now you can enter supplies item tracking details directly within the Supplies workbench during a warehouse transfer. Australia, Canada, South Africa, United Kingdom, United States
Platform Services Application management—Beta: Publish, update, and manage application versions for subscribing companies in an easy-to-use interface.

All regions

Platform REST API trigger: Supercharge workflows with REST automation in Sage Intacct.

All regions

Platform trigger simplicity: Now when you create a trigger, fields that might result in corrupt data no longer appear as options for standard fields.

All regions

Projects and Grants

Create projects and tasks with default purchasing tax schedules: You can now assign a default tax schedule for a project and task. The appropriate taxes for the project location are automatically filled for the purchasing line items.

Australia, Canada, United Kingdom, United States
Enhancements in Sage Intacct PSA: Integrate PSA with Salesforce, enjoy enhanced data synchronization, and copy existing projects directly within PSA.  
Purchasing Line-level matching enhancements for AP Automation with Purchasing—Early Adopter: Now you can view line entry exceptions in a summarized view when the price or quantity do not match and add unconverted lines from the source transaction.

All regions

Smarter email capabilities for AP Automation with Purchasing: Leverage auto-forwarding rules, support more file formats, and get notified when documents do not process.

All regions

Broader visibility into match tolerance exceptions: View specific details relating to purchase transaction quantities and prices, so you can take quicker action to resolve discrepancies.

All regions

Reporting & Insights Formatting updates for charts and graphs: To support future enhancements, we've made some behind-the-scenes improvements to the charts and graphs used in General Ledger.

All regions

Revenue Management View the cancellation date of a revenue schedule: Cancellation dates are now visible in both revenue schedules and reports to improve your workflow. Australia, Canada, South Africa, United Kingdom, United States
Sage Collaborate Real-time alignment with Sage Collaborate: Sage Collaborate lets you communicate in real-time on records, helping you to stay informed and resolve issues faster.

All regions

Sage Intacct Advanced CRM integration Support for multicurrency and overpayments: Now you can pay invoices in any currency and track overpayments with the Advanced CRM.

All regions

Tax

Support for term discounts for taxes—General availability: 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

Time

Set default values to appear on timesheets—Sage Intelligent Time: Admins can set default values on employee records so that those values appear on timesheets automatically using Sage Intelligent Time.

Australia, Canada, South Africa, United Kingdom, United States
Enhanced validation for timesheets using Sage Intelligent Time: Enhanced validation ensures that all components are accurate before submission. Australia, Canada, South Africa, United Kingdom, 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 User interface changes: We updated labels in Company, Purchasing, and Time—Sage Intelligent Time.

All regions