18 Aug Sage Intacct 2026 Release 3
Sage Intacct
Reporting
- Finance Intelligence Agent – Using Sage Copilot, you can ask questions, get insights, and explore your information, all in natural language.
- Additional reporting periods in performance cards – You can now have the prior period as the compare-to option for year to date, performance cards, bringing a wider range of real-time insights to dashboards.
Accounts Payable
- Identify high-risk transactions using AI – Sage Intacct analyses supplier billing patterns and submission details to flag unusual transaction amounts and unrecognised supplier email addresses. This helps AP teams focus on higher-risk transactions, reduce manual review, and strengthen fraud controls.
Consolidations
- Inter-entity bill back at the entity level – Automated supplier invoice generation from customer invoices in an Intacct group can now be entered at the entity level, or the top level. Clients that prefer to enter transactions at the entity level can now automatically generate a supplier invoice from the customer invoice entered at the entity level for transactions between group members.
Read more at intacct.com.
Martus Budgeting
Budgeting
- Budget approval for secondary user profiles – a secondary profile can be assigned as a budget owner and/or approver and can perform any and all budget update and approval steps permitted by that profile.
- Allow non-admin users to edit non-default budgets – User permissions have been enhanced to allow non-admin users to edit non-default budgets.
Personnel Budgeting
- Pay Item Grid – updated to manage overtime hourly pay better.
- Add Attachments – you can add attachments to Personnel Budgeting scenarios
Reporting
- Report Scheduling – you can schedule reports to be delivered via email in Excel or PDF format.
- Multi-Year Planner Summary – The Multi-Year Planner Summary shows information from your default planner budgets across any range of time, regardless of fiscal years. Use this to see the budget for a grant or project over 32 months.
Cash flow
- Starting Balances – several updates to the Starting Balances feature in Cash Flow Forecasting. There’s a new option to see starting balances by your balancing dimension
- Use Actuals – the Projected Balance Sheet and the Projected Statement of Cash Flow now support choosing to use current balances for closed months.
Read more at Martus Solutions.
Velixo Excel reporting
Reports
- SI.ExpandGLHistory now supports actuals and budgets
- SI.EXPAND[Dimension]GROUPRANGE – 10 new functions to return Dimension groups.
Writeback
- SI.Writeback now supports Intacct custom fields
Read more at Velixo
Orchid EFT Processing
- EFT File Description – EFT File list now includes a configurable EFT File Description.
- Intacct Payment Method – The payment method can now be used in an EFT Format.
- Improved AP Payment Request screen – Payment Memo and Payment/Check Number No are now included in the AP Payment Request screen.
Read more at Orchid Systems
ProSpend
- Card Programs is a new functionality in ProSpend that will eventually centralise all card feed ingestion, configuration, mapping, and transaction processing. Every card feed – regardless of the source – will eventually be linked to a Card Program that defines how transactions should be interpreted and how expenses/claims should be automatically created.
Read more at ProSpend
Lightyear
- Mailing Documents – Zip Files – When Zip files are emailed in, they will unzip and upload the documents individually to Processing
Read more at Lightyear