regional updates

Updates for the United States

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
Maximize time
Close Workspace—General availability: Streamline workflows, enhance visibility, and reduce delays in your financial close process. Close Workspace empowers finance teams to execute their close with greater confidence and efficiency.	United Kingdom, United States
Draft emails with Copilot: Save time by letting Sage Copilot write your email notifications for Close Workspace and Variance Analysis.	United Kingdom, United States
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
The Sage Intelligent Time and Expense mobile app supports employee expense automation—General availability: Boost efficiency and quicken reimbursements for employee expenses.	United States
1099 updates Get ready for 1099 season: Stay a step ahead. We gathered the resources you need to help you get started now. Use Form 1099-NEC, Box 3 for excessive golden parachute payments: Move data from 1099-MISC Box 14 to the 1099-NEC form. Assign an entity contact if issuing separate 1099s per entity: Make sure correct contact information prints on forms.	United States
Accelerate decision-making
Fixed Assets Management 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. Partially dispose of assets: Dispose of part of an asset while continuing to depreciate the remaining value.	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 Sage Intacct PolicyConnect: PolicyConnect bridges the gap between insurance policy administration systems and general ledger, automating the flow of policy transactions into your financials.	United States
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
APIs and Developer Updates	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
Sage Ai—Close Automation	Close Workspace—General availability: Streamline workflows, enhance visibility, and reduce delays in your financial close process. Close Workspace empowers finance teams to execute their close with greater confidence and efficiency.	United Kingdom, United States
Sage Ai—Close Automation	Draft emails with Copilot: Save time by letting Sage Copilot write your email notifications for Close Workspace and Variance Analysis.	United Kingdom, United States
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
	The Sage Intelligent Time and Expense mobile app supports employee expense automation—General availability: Boost efficiency and quicken reimbursements for employee expenses.	United States
	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
	Introducing Cash requirements—Early Adopter: View cash flow information in a single-screen summary. Release note available on November 7, 2025.	United States
Budgeting & Planning	Draft emails with Copilot: Save time by letting Sage Copilot write your email notifications for Variance Analysis insights.	United Kingdom, United States
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
	Supplier Payments powered by MineralTree: You can now subscribe to Vendor Payments powered by MineralTree directly from the company subscriptions page. Supplier Payments is directly embedded within Sage Intacct and works with your existing AP process.	United States
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
Accounts Receivable	Customer payment services retired: Our Authorize.net and PayPal integrations went away on November 7, 2025. Check out Versapay, a Sage recommended solution, to continue accepting customer payments in Sage Intacct.	United States
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
Cash Management	Introducing Cash requirements—Early Adopter: View cash flow information in a single-screen summary.	United States
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
Consoles	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 invoice: Retainage 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
	Enhancements in Sage Intacct Construction Payroll: Learn about the latest changes in Construction Payroll.	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
Expenses	The Sage Intelligent Time and Expense mobile app supports employee expense automation—General availability: Boost efficiency and quicken reimbursements for employee expenses.	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
Healthcare	EMRConnect for Healthcare: Now you can create your own value transformations in EMRConnect.	United States
Insurance	Introducing Sage Intacct PolicyConnect: PolicyConnect bridges the gap between insurance policy administration systems and general ledger, automating the flow of policy transactions into your financials.	United States
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
Inventory & Supplies	Use mobile devices to pick or ship sales orders in Sage Intacct Inventory Automation.	Canada, 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
Projects and Grants	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 Field Operations	New Business Intelligence views in Sage Field Operations: New views in the Agreements Spotlight and the AR Spotlight give you more information to help you make better decisions.	Canada, United States
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
	Get ready for 1099 season: Stay a step ahead. We gathered the resources you need to help you get started now.	United States
	Assign an entity contact if issuing separate 1099s per entity: Make sure correct contact information prints on forms.	United States
	Use Form 1099-NEC, Box 3 for excessive golden parachute payments: Move data from 1099-MISC Box 14 to the 1099-NEC form.	United States
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
	The Sage Intelligent Time and Expense mobile app supports employee expense automation—General availability: Boost efficiency and quicken reimbursements for employee expenses.	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