Sage Intacct R3 Highlights: New Enhancements Across AI, AP, AR, and More 

The latest Sage Intacct R3 release delivers powerful enhancements designed to accelerate finance transformation initiatives while reducing operational complexity. These updates provide CFOs with the strategic tools needed to drive efficiency, enhance decision-making capabilities, and maintain competitive advantage now and in the future. 

Enhanced Email Security and Reliability 

To ensure continued email delivery through Sage Intacct, all customers using a custom email domain must authenticate and validate their domain with the enhanced email delivery service. This is a required step that improves deliverability, protects against phishing, and aligns with email security best practices. Please have your Sage Intacct administrator work with your email administrator to complete the necessary DNS setup as soon as possible. 

Efficient AP Processing Through Delegated Approvals 

Advanced delegation capabilities for accounts payable (AP) approvals eliminate bottlenecks in your approval processes. This feature enables continuous operations even when key approvers are unavailable, supporting business continuity while maintaining proper financial controls. The system automatically manages AP bill approval routing, reducing manual intervention and associated delays. 

Advanced List Management and Data Visualization 

Enhanced list views with split-screen functionality and dynamic column management enable faster data analysis and decision-making. These improvements reduce the time your team spends navigating between screens and provide more intuitive ways to access and analyze critical financial information. 

Streamlined Vendor Payments with MineralTree Integration 

Sage Intacct has partnered with MineralTree to offer a more seamless way to pay vendor bills directly. The integration with MineralTree provides a comprehensive solution for payment processing, offering multiple payment methods including ACH, check, and virtual card options. If you use AP Automation, you can add Vendor Payments to your existing automated transaction and approval workflows for a complete end-to-end automation solution.  

Simplified Payments and Credit Application from Lists 

You can now pay vendors and customers directly from their respective lists, eliminating extra navigation and improving team efficiency. Additionally, credits can also be applied directly from the AR Adjustments and AR Advances lists, further reducing processing time and manual effort for routine transactions. 

Accounts Receivable and Cash Flow Optimization 

R3 introduces customer refund functionality that streamlines cash management processes and improves working capital efficiency. This enhancement eliminates manual journal entries and provides better audit trails for refund transactions, supporting both operational efficiency and compliance requirements. 

New filtering capabilities in AR Ledger reporting enable more sophisticated cash flow analysis, allowing CFOs to quickly identify trends and potential issues across customer groups and payment patterns. 

Fixed Assets and Capital Management 

Sage Fixed Asset Management enhancements include bulk update capabilities and more flexible historical depreciation handling. These improvements support more efficient asset lifecycle management and provide better data accuracy for financial reporting and tax compliance. 

The new cumulative depreciation reporting feature enhances visibility into asset values and depreciation trends, supporting more informed capital allocation decisions. 

Smarter Purchasing Workflows and New eProcurement 

This release brings key enhancements to purchasing and procurement workflows. You can now consolidate multiple purchasing documents into a single transaction, automate vendor invoice processing without purchase order (PO) matching, and access clearer match tolerance exception histories. The new eProcurement product also simplifies procurement by integrating vendor catalogs and automating purchase order creation directly within Sage Intacct.  

Enhanced Contract Management and Flexibility 

Users can now reassign dimensions (e.g., department, class) for in-progress contracts with posted transactions, eliminating the need for journal entries. Reversal dates for accounts receivable (AR) payments can also be edited, offering greater flexibility for corrections. These updates exclude contracts with revenue recognition or specific statuses like canceled or renewed.  

Improved Project Task Management and Revenue Recognition 

Standard tasks can now be added to projects in bulk, reducing manual effort. Enhanced revenue recognition features allow users to preview and update percent-complete schedules before posting, improving control and accuracy. These updates streamline project management and ensure better visibility into financial progress. 

Preparing Your Organization for R3 Implementation 

System Preparation Steps 

1. Configuration review: Assess current system settings and identify areas where new features can be implemented. 
2. User training planning: Develop training programs to ensure team members can leverage new capabilities effectively. 
3. Process documentation: Update existing procedures to incorporate enhanced workflows. 
4. Testing protocol: Establish testing procedures for new features before full deployment. 

Team Readiness 

Successful R3 adoption requires coordinated change management across your finance organization. Focus on identifying power users who can champion new features and provide peer-to-peer training. Consider the impact on existing workflows and plan for gradual feature adoption to minimize disruption. 

Next Steps: Strategic Implementation 

To fully capitalize on the R3 release benefits, CrossCountry Consulting’s certified Sage Intacct specialists can help you identify which features align with your strategic priorities and develop an implementation roadmap that maximizes value while minimizing disruption. 

Contact CrossCountry Consulting today to get started.