The final Sage Intacct release of 2025, R4, delivers a powerful suite of enhancements designed to accelerate financial close, strengthen data integrity, and boost team efficiency – critical factors as we head into year-end planning.
This release focuses on smarter automation, faster reconciliation, and more flexible reporting across key modules. Ready to maximize the value Sage Intacct can deliver to your business? View our demo of key updates:
Training and Collaboration Enhancements
The Help Center now features an expanded, easy-to-search video library, offering both short-form guides for quick fixes and longer-form tutorials. This is an ideal resource for onboarding new team members and supporting ongoing education. Additionally, Sage Collaborate officially replaces Intacct Collaborate in November 2025. While the interface remains familiar, this update is a strategic foundation for future communication and feature enhancements.
Import Service Upgrades
Users can now update key dimension IDs – including GL accounts, classes, and vendors – via the new Import Service. This eliminates the need for manual workarounds for simple ID changes. The new Import Service provides a massive time-saver by allowing for real-time error handling and fixing import issues directly within the import interface without needing to re-upload the file multiple times.
Cash Management Improvements
A major update allows users to combine debits and credits in reconciliation matching rules. This is particularly useful for transactions split between a main payment and an associated fee (like bank charges), enabling a much higher rate of accurate and automated bank reconciliations.
1099 Tax Reporting Updates
Ensure compliance ahead of the 1099 season with necessary form adjustments. Sage Intacct has implemented the IRS change moving Golden Parachute Payments from Box 14 to Box 3 on the 1099-NEC form. Also, to ensure proper printing and compliance, entity-specific 1099s now require an assigned contact with a valid address. This simple check prevents common printing and mailing errors.
Accounts Payable and AP Automation
Gain better control and traceability over vendor activity and payment processing. The AP Ledger report now supports multi-vendor filtering and custom vendor groups, significantly enhancing your reporting flexibility for focused analysis on specific vendors. Additionally, the introduction of unique payment IDs for AP advances improves financial traceability across reports, making it easier to reference and track prepayments. Also, AP automation benefits from a new email domain (@AISage.com), facilitating highly requested features like setting up auto-forwarding, receiving bounce-back notifications, and supporting expanded file formats.
Accounts Receivable Enhancements
Customer statements now offer more granular transaction filtering options. Users can tailor statements to show all transactions, only open invoices, or show invoices with associated credits providing greater clarity and customization to your customers.
Fixed Asset Management and General Ledger
Reduce manual entries with Sage Fixed Assets Management (SFAM) and gain deeper visibility into your financial status. Users can now partially dispose of assets, create multiple assets from a single bill line, or skip asset creation. Dimension edits no longer require asset transfers within the same entity, eliminating unnecessary journal entries. In addition, the General Ledger report now includes unposted transactions and a new “Transaction State” column. This provides immediate, real-time visibility into draft and adjusting entries, significantly aiding your close process.
Contracts, Purchasing, and Consolidations
Contract renewal management is now more efficient, benefiting from automated bulk actions and new tracking reports for enhanced visibility into recurring revenue. In Purchasing, you gain greater control and quicker resolution thanks to an exception summary for match tolerances. Furthermore, AP Automation for Purchasing now supports more detailed line-level matching. Finally, for complex corporate structures, Advanced Ownership Consolidation has been expanded to include crucial equity consolidation methods.
Overall, Sage Intacct R4 delivers meaningful improvements that enhance efficiency, accuracy, and user control across financial operations. CrossCountry Consulting’s Sage Intacct implementation experts can help you capitalize on the latest updates to maximize your investment. Contact us today to get started.