Sage Intacct 2025 R3 is here, bringing updates designed to make your financial management simpler and more efficient. Here’s a breakdown of the most impactful updates and what they mean for you.
1. Match tolerance insight
Spotting discrepancies has never been easier. The new match tolerance feature gives you one-click visibility into differences between purchase orders and invoices. By setting quantity and price thresholds, the system automatically flags exceptions, helping your team catch potential errors before payments are made. This means fewer surprises and tighter financial control.
2. Combine documents easily in purchase workflows
Handling multiple related documents is now simpler. The expanded multi-document convert functionality lets you combine several documents—or even specific lines from them—into a single transaction. This streamlines your workflow, reduces manual effort, and makes complex invoices much easier to process.
3. AP approvals with delegation
Invoice approvals don’t have to pause when someone is out of the office. With the new delegation feature, AP approvers can assign delegates during planned or unplanned absences. Everything is fully tracked with audit trails and custom reporting, so approvals keep moving while staying compliant and accountable.
4. Email domain validation
Keep your email communications secure and reliable. By authenticating your domain, you reduce the chance of emails being marked as spam, protect against phishing, and ensure your messages reach the right people every time.
5. Sage Earth: Track your carbon impact
Want a quick view of where your organisation’s carbon impact is highest? Sage Earth provides insights based on industry averages, helping you prioritise actions, raise awareness internally, and prepare for future sustainability reporting.
6. AR refund: Simplify customer refunds
Recording refunds outside Sage Intacct is now even easier. This new feature supports overpayments, adjustments, advances, and negative invoices, with full multi-currency support. Refunds can be recorded directly, reducing manual adjustments and improving reporting accuracy.
7. New custom tax reports
Tax reporting just got easier. The new out-of-the-box reports, including support for UK VAT groups, simplify reviewing tax liabilities, reconciling your general ledger data, and group VAT filing. Plus, Custom Report Writer enables you to generate tailored insights without submitting a tax return.
8. Enhanced Sage Intelligent Time (SIT)
Time tracking is now more flexible and intuitive. The enhanced timesheet grid allows drag-and-drop columns, custom views, and default settings to streamline entries. Automated overtime rules ensure accurate payroll and project billing, saving time while keeping your processes compliant.
9. Enhanced project revenue recognition
Revenue recognition is now more precise. You can calculate revenue based on actual costs against budget as of a specific date, aligning revenue with posted costs. This improves financial accuracy, makes reporting clearer, and supports compliance.
For more information about these updates and enhancements, you can view the Sage Intacct 2025 R3 release notes here.
Need help making the most of these changes?
As a Sage partner, Techsol helps finance teams implement and configure new features so you can see the benefits faster. Whether you’re planning a wider rollout or just want advice on what’s relevant to your business, we’re here to help.
Get in touch to chat about these updates—you can contact us on 03300 245447 or info@techsol.co.uk.
