Sage Intacct’s R2 2026 release introduces a wide range of enhancements designed to improve visibility, streamline workflows, strengthen controls, and expand automation capabilities across the platform. Here’s a recap of the key updates included in this release.
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Administration, Import Service, and AI
Several key R2 updates focus on improving administrative visibility, data management, and AI-driven workflows.
Roles and Permissions Reporting
One of the most practical additions in R2 is the new standard Roles and Permissions Report. Previously, administrators often had to cross-reference multiple screens or build custom reports to review role access across Sage Intacct.
The new report consolidates all assigned permissions into a single point-in-time snapshot, making it easier to validate user access, support audit preparation, and confirm both standard and custom permissions across modules.
Expanded Import Service Functionality
Sage Intacct continues investing in its modern Import Service, which centralizes and simplifies data imports with validation, preview, rollback, and AI-assisted mapping capabilities.
R2 introduces two new beta import options:
- AR Advances imports for creating and updating AR Advances
- Ownership Structure imports for consolidation ownership structures and periods
These enhancements are especially valuable for organizations managing complex multi-entity or advanced consolidation environments. (Note: Beta features are available through opt-in programs. Sign up for Beta access here.)
AI Gateway and AI Connectivity
A major innovation in this release is the introduction of the AI Gateway, a secure connectivity layer that allows organizations to connect Sage Intacct data with external AI tools and large language models (LLMs).
Using REST APIs and Model Context Protocol (MCP) connectivity, organizations can securely connect platforms like ChatGPT or Claude to Sage Intacct in a governed, permission-based framework. This enables users to query financial data using natural language and build custom AI-driven workflows and dashboards outside the native Sage Intacct environment.
AP Automation Improvements
R2 also includes several usability improvements for AP Automation.
Users can now switch between summarized bill entries and detailed line-item views directly while reviewing AP bills, rather than being locked into a format selected during upload.
Organizations using both AP Automation and Purchasing Automation can also now manage uploaded transactions from a single automated transaction list, simplifying workflow management and exception handling.
Accounts Receivable, Cash Management, and Order Entry Updates
AR Refunds Processed Through AP
One of the standout AR enhancements is the ability to process customer refunds directly through Accounts Payable.
Instead of issuing refunds offline, organizations can now generate AP bills tied directly to AR refunds, credit memos, or advances. This strengthens separation of duties by allowing AR teams to initiate refunds while AP teams manage disbursements and approvals.
Multi-Currency Payment Visibility
R2 also improves visibility into multi-currency transactions by displaying transaction, base, and bank currencies throughout posted payments, registers, and ledgers in both AP and AR.
Cash Management Controls
Additional cash management enhancements include:
- Expanded entity-based restrictions for bank transaction visibility
- Validation rules preventing duplicate debit and credit account usage
- Improved reconciliation workflows by removing automatic default transaction dates
Order Entry and Billing Group Improvements
Building on the Billing Groups functionality introduced in R1, Sage Intacct added several enhancements in R2:
- New billing frequencies, including semi-monthly and end-of-month schedules
- Improved navigation for Billing Groups
- New individual charge functionality for one-time charges within recurring billing groups
- Enhanced customer visibility into assigned billing groups
These updates help organizations manage recurring billing arrangements more flexibly and efficiently.
Fixed Assets Management Enhancements
Fixed Assets Management saw some of the most significant updates in the R2 release.
Key enhancements include:
- Splitting a single asset into multiple assets directly within the asset record
- Reverting partial disposals without manual journal entries
- Adding capitalization dates for CIP assets
- Reverting capitalization transactions
- Reversing depreciation postings while maintaining audit history
- Summarized depreciation journal entries to reduce GL volume
Organizations should pay particular attention to the new Correction Treatment configuration setting, which determines whether the system uses “revert” or “reverse” functionality for corrections and impacts feature availability.
Purchasing, Projects, and Inventory Updates
R2 also delivers updates for organizations managing purchasing workflows, project reporting, and inventory operations.
Enhanced Three-Way Matching
Purchasing Automation now supports enhanced three-way matching capabilities with line-level validation between purchase orders, receivers, and invoices. Users can review quantity and price variances directly within automated transactions before posting.
Project Currency Visibility
Organizations using project accounting can now display project summaries in alternate transaction currencies instead of only viewing balances in the base entity currency. This provides additional visibility for multinational and multi-currency operations.
Inventory Transfer Changes
Sage Intacct also announced that legacy inventory transfer-in and transfer-out transaction definitions will be deprecated. Organizations still using those legacy workflows are encouraged to transition to the newer warehouse transfer functionality, which simplifies processing and improves efficiency.
Looking Ahead
The R2 2026 release continues Sage Intacct’s focus on automation, auditability, AI connectivity, and operational efficiency. Review the release notes and evaluate how these features align with your organization’s priorities. CrossCountry Consulting’s Sage Intacct experts can help you assess impact, manage adoption, and maximize the value of your investment. Contact us today to get started.