What’s New in Sage Intacct 2025 R3?
The latest quarterly release, Sage Intacct 2025 R3 is here! As always, it’s packed with enhancements designed to make your day-to-day smoother and more efficient.
Many of these updates are based on real feedback from users (you know who you are!), as part of Sage’s commitment to innovation and customer satisfaction.
In this article, we bring you the top new features and a sneak peek of what’s coming very soon.
Enhanced Lists Are Becoming Default
You might’ve noticed that your lists have looked a bit different recently. This is because enhanced lists are becoming the default experience for all companies and all lists.
Enhanced lists use column filters, split views, personalised columns and more to help you customise your lists and quickly find the data that’s most important to you.
This is being gradually rolled out in phases. If you haven’t seen enhanced lists yet, look out for the ‘Turn on enhanced list’ link to try it for yourself.
Combine Multiple Documents in One Transaction
You can now combine multiple documents or specific line items into a single transaction.
For example, if a supplier sends an invoice for multiple orders, you can convert multiple Purchase Orders (or other source documents) and line items in one go.
This makes it easier to handle large amounts of transactions and provides full visibility of how each line links back to the original source.
Delegating Purchase Invoice Approvals
Purchasing doesn’t have to stand still when approvers are out of office! With the new delegation option, approvers can turn on delegation for the period they’ll be away. During this time, any new purchase invoices will go to a delegate for their review.
The administrator must enable delegation and select which users or user groups can be delegates in the AP Purchase Invoice Approval settings.
Meanwhile, all delegation activity is logged in the audit trail for full transparency and accountability.
REMINDER: Authenticate Your Custom Domain!
If you’re sending emails using a custom domain, you must authenticate and validate your domain to ensure security and deliverability.
Find out more here.
Match Tolerance Exception Insights
Match tolerance is a control mechanism that compares purchase order details to make sure discrepancies fall within acceptable limits. If the quantity or price of a line exceeds the limit, Sage Intacct flags this as an exception for you to review.
With this release, you can now easily view a complete summary of all exceptions at draft level, whether the mismatch is value-based or percentage-based.
As a result, you can easily track and resolve mismatches early, identify any mistakes and recognise patterns.
New and Updated Regional Custom Reports
To assist with VAT compliance and reduce manual effort, new sample reports are now available and ready to use.
This includes enhancements for existing regions such as United Kingdom, France and Germany. The tax submission box detail report allows you to review your tax liabilities without creating a tax submission.
There are new country-specific tax reports for New Zealand and Singapore coming soon, which are being tested by early adopters.
Revenue Recognition Based on Project Budgets
You can now recognise revenue based on how much cost has been incurred against a project’s budget for a given period.
A new ‘Update percent complete schedules’ button triggers an offline bulk action that gathers project-related data according to the ‘As of date’ and performs calculations.
This gives you more control and eliminates cost blending.
Sage Intacct Construction Enhancements
Construction users haven’t been forgotten! New workflow improvements include:
- Import change requests: Easily upload one or more change requests through the list view or new import template for faster setup.
- Easily organise change request entry lines: You can now insert and reorder lines in change requests, which will remain in the same order when printed.
- Add standard tasks to a project quickly: The new ‘Add to Project’ bulk action allows you to quickly add multiple standard tasks to a project.
- Primary document details in PO templates: Primary document summary and details are now available to be included in Purchase Orders.
- Choose detail level for WIP management (Early Adopter): Soon you’ll be able to choose the level of detail for viewing project costs and entering forecasts.
Coming Soon
Here’s a sneak peek of what’s currently being tested by early adopters behind the scenes:
- Sage Copilot Close Workspace: Build checklists, assign tasks and track your month end close all in one place.
- Line level matching for purchasing automation: AP Automation with Purchasing will soon support line-level document matching, increasing accuracy.
- Automated equity method with Advanced Ownership Consolidation: Record subsidiary ownership income for parent companies automatically.
Next Steps
If you’re wondering how these updates apply to your system or need help navigating the new features, we’re here to help. Reach out to your Account Manager if you’re an existing customer or complete the enquiry form and we’ll get back to you.
To find out more about Sage Intacct, complete the enquiry form.
