Sage Intacct 2025 Release 1: Learn What’s New

Posted on: February 10, 2025
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Blog, Sage Intacct,
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By MicroAccounting
Resources 2024 (21) - MicroAccounting

Sage Intacct 2025 Release 1 is packed with exciting enhancements, offering dozens of new features and functions designed to streamline workflows, boost efficiency, and provide deeper insights. While there’s so much to explore, we’ve handpicked some of the most dazzling updates to share with you. To make it easier, we’ve broken them down by functionality and industry focus—so you can dive straight into the improvements that matter most to your business.

Payables and Purchasing

AP Automation with Purchasing—Now Available to All

Managing purchasing and accounts payable just got a whole lot smarter! With the general availability of AP Automation with Purchasing, you can streamline the process of drafting and matching vendor invoices to purchasing transactions, saving time and reducing manual effort.

Watch the on-demand webinar: Sage Intacct 2025 R1

Here’s how Sage Intacct AP automation with purchasing works:

  • Automated invoice matching: Sage Intacct uses AI to detect vendors and automatically match incoming invoices to related purchasing transactions, such as purchase orders or receivers.
  • Seamless draft creation: A draft vendor invoice, complete with the original source document attached, is created for your review and approval.
  • Smarter workflows: Adjust drafts as needed—change matches, update transaction types, or move items to the Accounts Payable workflow for non-purchasing expenses like rent or utilities.

The system continuously improves, learning from your adjustments to make future matches even more accurate. Plus, safeguards like duplicate detection ensure you only process valid transactions.

This workflow will save time, improve accuracy, and keep everything running smoothly. It’s the smarter way to handle purchasing and accounts payable. Learn more about Sage Intacct AP Automation.

Supplies Inventory Simplifies Supplies Management

Keeping your business stocked with essentials just got easier. The new Supplies Inventory feature in Sage Intacct streamlines the way you manage and track internal-use items like office supplies, furniture, and equipment.

This feature allows employees to easily request supplies, and managers can review requests, monitor inventory levels, and replenish stock as needed. It also provides valuable insights into purchasing and usage trends, helping you make smarter decisions and manage costs effectively.

Whether you use it as part of Inventory Control or as a standalone solution, Supplies Inventory makes managing your essentials seamless and efficient.

Flexible Approval Delegation Takes the Stress Out of OOO

Enjoy your vacation without worrying about approvals piling up while you’re away! The new approval delegation enhancement in Sage Intacct lets you assign an approver while you’re out of the office, ensuring no purchase requests are held up.

You can restrict your delegates to users with specific permissions and set start and end dates for the delegation so everything runs smoothly while you’re away. Notifications keep your delegate in the loop on pending approvals, ensuring nothing slips through the cracks.

Vendor-Based Approvals

Great news for teams that assign bill approvals by vendor! With the new vendor-based approval rule, you can designate a specific approver for each vendor directly in the vendor record. When a bill is submitted, Sage Intacct automatically routes it to the assigned approver’s queue for review.

Fixed Assets: Streamline Asset Transfers

Managing asset transfers just got easier! Sage Intacct Fixed Assets Management now lets you seamlessly transfer assets within a location—between departments, projects, or other dimensions.

Cash Management: Enhanced Currency Support for Funds Transfers

Exciting news for global businesses! With enhanced currency support for funds transfers, you can now process transfers involving up to three unique currencies—no manual journal entries required.

Here’s what’s new in Sage Intacct Cash Management

  • Simply enter the amount sent and received, and Sage Intacct automatically selects the most accurate exchange rate.
  • The system creates rounding entries when needed to account for exchange rate differences, making the process seamless and accurate.

This feature is currently available through the Early Adopter Program. Ask us about it.

Revenue Management: Simplify Revenue Management with Third-Party Billing Integration

Managing revenue from external billing systems just got easier. New Revenue Management tools now support invoices from third-party billing applications, helping you automate revenue processes with even more precision. Ask us for full details on this exciting update.

Consolidations: Introducing the Affiliate Entity Dimension

Big news for companies managing complex inter-entity relationships. A new affiliate entity dimension, now available to early adopters in Sage Intacct, simplifies inter-entity reconciliation, reporting, and auto-elimination during consolidations.

Key benefits:

  • Tag inter-entity transactions: Sage Intacct automatically tags journal entries with affiliate entity details, providing granular visibility into inter-entity activity. You can also manually tag entries for greater control.
  • Enhanced reporting: Gain detailed insights into inter-entity balances with reports like dimension balance, General Ledger, and financial reports. Easily track and reconcile inter-entity payables and receivables by affiliate entity.
  • Streamlined auto-eliminations: Automate eliminations during consolidation across even the most complex tiered ownership structures. This feature supports Domestic, Global, and Advanced Ownership Consolidation.

If your organization could benefit from this powerful enhancement, ask about joining the Early Adopter Program.

Cash Management: Generate NACHA-Compliant Payment Files

Sage Intacct now supports NACHA (National Automated Clearing House Association)-compliant ACH payment files, making it easier to ensure secure and efficient bank uploads.

Healthcare Industry Updates: Sage Intacct Clinical eProcurement—Coming Soon!

Healthcare organizations, get ready for a smarter way to manage procurement with vendor punchout capabilities in Sage Intacct Clinical eProcurement!

Here’s what to look forward to:

  • Time-saving punchout catalogs: Shop directly on vendor websites and seamlessly transmit transaction data to Sage Intacct—no more manual order entry.
  • Real-time product data: Instantly access current product information, pricing, and availability from suppliers.
  • Better spend management: Capture negotiated discounts to optimize your purchasing power.
  • Policy compliance: Integrate procurement guidelines into the shopping experience to ensure adherence.

This powerful feature is coming soon—stay tuned for more details.

Finance Industry Updates: Lending Management—Coming Soon!

Sage Intacct is introducing Lending Management, a comprehensive solution for managing loans from origination to payoff. Perfect for lenders and even family offices and franchisors, this tool offers robust features for billing, statements, reporting, and more—all with real-time portfolio insights and audit-ready tracking.

Key features:

  • Flexible fund disbursement: Disburse loan funds directly to borrowers or third parties as needed.
  • Amortized and non-amortized loans: Seamlessly manage loans, including re-amortization with previewable schedules.
  • Automated statements: Calculate interest, generate loan statements, and email them to borrowers with ease.
  • Advanced reporting: Gain valuable insights with detailed reports on amortization schedules, roll-forward balances, and lending sub-ledger activity.
  • Custom loan grouping: Categorize loan products for more focused and meaningful analysis.

If your organization could benefit from this powerful enhancement, ask us about joining the Early Adopter Program.

Construction Industry Updates

Enhance Vendor Compliance with Custom Fields

Sage Intacct Construction now offers custom fields for compliance records, making vendor compliance management more flexible and tailored to your needs.

Here’s what’s new:

  • Customizable compliance types: Create unique custom fields for different compliance types, ensuring only relevant fields appear for each record.
  • Streamlined workflows: Assign custom fields to specific compliance records, like insurance warnings or lien waivers, to improve usability and organization.

Streamline Time and Materials Billing

Sage Intacct now offers new tools to simplify reporting, improve flexibility, and streamline expense tracking for both Construction and Projects subscribers.

Key improvements:

  • Improved reporting: Access all dimensions from project and billed expenses in reports, including user-defined timesheet fields.
  • Enhanced summaries: The Summary billing details tab now includes more fields, customizable layouts, and dimensions linked to project contracts. Use these updates to create more detailed, professional billing documents.
  • Detailed expense tracking: View precise timesheet expense details, including time type fields, and customize layouts to suit your needs.
  • Summarized and non-summarized expenses: See all time and materials expenses—summarized and non-summarized—billed on an invoice in one place.
  • Download attachments: Both Construction and Projects subscribers can now download linked expense attachments in bulk, simplifying archiving and record-keeping.

But Wait—There’s More In Sage Intacct 2025 Release 1

These are just a few highlights of what Sage Intacct 2025 Release 1 offers. you can view the release notes from your Sage Intacct home page. With innovations spanning core functionality and industry-specific solutions, this release is full of opportunities to make your processes faster, smarter, and more effective. Ready to explore how these updates can benefit your business? Contact us to learn more.