08 Aug Sage Intacct 2025 Release 3
Sage Intacct
User Experience
Enhanced lists as default enabling split view so you can see a record and the list at the same time, With advanced filtering, you can easily narrow down your data, Freeze columns on the page to preserve the view when scrolling.
Purchasing
- A new way to combine multiple documents into a single transaction. You can streamline your workflow by converting multiple documents, including lines of documents, into a single transaction.
- Gain clear visibility into match tolerance exceptions. You can configure Purchasing to compare ordered quantities and unit prices to a specific percent tolerance. Now you have greater visibility into when exceptions occur within a workflow.
Accounts Payable
- Delegate AP purchase invoice approvals when an approver is out of office and specify the time period when they’ll be away.
Projects
- Improved revenue recognition based on budgeted project cost We improved the way percent complete revenue recognition is calculated when recognition is based on a project’s budgeted vs. actual costs.
Read more at intacct.com.
Martus Budgeting
Planner
- Martus has streamlined the process to create a new budget, making it easier than ever to create exactly the kind of new budget you need — whether that is an empty budget, a budget based on actuals, a budget based on a prior budget, or a budget based on a combination of budget and actuals.
Personnel
- Custom budget spreads can now be used in Personnel Budgeting to accrue salary on on-costs according to your specific needs
Reporting
- Balance Sheet and Cash Flow Statement reporting.
- You can now include activity from inactive accounts and dimensions.
- Create new reports using a natural language AI-enabled tool. An Admin must consent to the AI before creating reports.
Setup
- Improved user management, including copying profiles and security roles.
Read more at Martus Solutions.
AssetAccountant
Leases
- Make Good Provisions: AssetAccountant now supports Make Good Provisions for right-of-use assets or leasehold improvements. These allow you to create the initial Make Good Provision (including management of discount and inflation rates) and adjust it as required. This is available with comprehensive reporting at both asset and register levels.
Velixo Excel reporting
Velixo for Sage Intacct Nonprofit
Velixo for Sage Intacct Nonprofit is crafted specifically for nonprofit accounting requirements.
Velixo have worked closely with CFOs, controllers, and auditors to bring solutions to challenges faced by nonprofit finance teams every day:
- Tracking and releasing donor-restricted net assets
- Managing grants with multi-year funding cycles and complex dimension tagging
- Generating accurate board packages and funder reports
- Simply & efficiently allocating data based on actual or budget figures across time, dimensions and accounts
Reporting
- User Defined Dimensions (UDD) – new formulas to list and filter UDDs in a range.
- Drilldown option to display Reference or Document numbers
Query
A new visual builder for SI.XQUERY and SI.XQUERYFILTER feature. Insert Query opens a powerful side panel user interface that lets you:
- See the list of all available Sage Intacct objects
- List and pick any of their available fields, including navigation (joins) to related objects
- Easily add complex filters with condition groups and brackets
- Add aggregate functions/groupings
- Output the query result to an Excel table – and much more!
Read more at Velixo
Orchid EFT Processing
- Supports advanced filtering on AP/AR/Employee Expense payment request and Create AR Payment screens.
Read more at Orchid Systems