A Closer Look at Two Features From Sage Intacct 2025 R3
The latest Sage Intacct quarterly release (2025 R3 released 8th August) was packed with a range of exciting goodies.
Among the many enhancements, two stand out as real game changers for many users: Enhanced Lists and Customer Refunds.
In this article, we’ll go into both features in more detail, so you can get to know what they do and how they’ll make your day-to-day smoother.
Enhanced Lists
Enhanced lists are becoming the default experience for everyone. This is being implemented gradually, so if you haven’t seen them yet, you can turn them on manually. This currently only works on a list-by-list basis for each user.
These clever lists enable you to personalise your views, so all the data that’s important to you is easily visible, sorted in the right order and columns are configured to suit your requirements.
The above example shows how you can use enhanced lists to add the payment priority and term column to the suppliers list.
Here’s what you can do:
- Add, remove, move or resize columns
- Freeze a column to keep it in view while you scroll across
- Define the sort order, with the option for multiple levels
- Narrow down the whole list or specific columns with filters
- Use split view to view the list and details side-by-side
- Display hierarchy using icons, indentations and colours
- Save your custom views (private or public) for future use
Most lists are already supported and more will be included in future releases. So, give it a go and share your feedback with Sage.
Customer Refunds
The ability to record customer refunds is now generally available for all customers!
This lets you take care of refunds you initiated outside of Sage Intacct, so you can document them accurately and clear credits. That means no more tedious balancing adjustments.
To get started, you’ll need to enable customer refunds and grant permissions to users who will need to create or manage the refunds.
Why it’s a gamechanger:
- Keeps your financial records clean and tidy
- Makes it easy to refund and zero out inactive accounts
- Creates a clear audit trail for transparency and accountability
- Ensures your financial reports are accurate and up to date
Just enter the refund amount, match it to the customer’s available credits and post or save as a draft. Once posted, the system will automatically clear the credits for you.
A few points to note:
- Amounts can be applied partially or in full
- Supports AR adjustments, negative invoices, overpayments and advances
- Only works with base currency refunds (for now)
- AR sales invoices that include positive line items aren’t available for refund
- The amount refunded can’t exceed the available credit amount
- Multiple refunds can be imported at once via CSV or REST API.
Top tip: Test it with one refund first to catch any hiccups before uploading the whole batch.
Once added, you can review, sort and filter both draft and posted refunds from the customer refunds list.
Here to Help
Ready to give these features a go? If you need a hand, your Account manager is just a call away or drop us a line at sage@pkfscs.co.uk for support.
For the latest news in the world of Sage Intacct, keep an eye on our Intacct Insider series.
New to Sage Intacct? Complete the enquiry form to arrange a chat with our team.
