Sage Intacct 2025 Release 2 Highlights
Sage Intacct 2025 Release 2 is here! Packed with updates designed to streamline your workflows and enhance your financial management. Last week, our Solutions Architect – Monica Delisle, highlighted the noteworthy features in a live webinar. Here’s the recap:
Reclassify Credit Card Transaction with Ease
No more headaches when your credit card transactions are miscategorized. The new reclassification feature lets you easily change the account for these transactions, directly within Credit Card Transactions. Note: This doesn’t apply to transactions from AP payments or employee expense reports. Note: Enable this in Cash Management Configuration.
Joint Checks Processing for Everyone
Previously limited to construction, the joint check feature is now available across all industries! After saving the bills, the new Joint Payees tab allows you to add and manage joint payees, you can specify how the payment is divided between the vendor and the payees. Note: Enable in Accounts Payable Configuration.
New Dimension for Inter-Company Accounting
If you have a Consolidation subscription (Domestic, Global, or Advanced), the new “affiliate entity” dimension automatically tags intercompany transactions, simplifying GL account management. Note: Enable this in Multi-Entity Management configuration.
Allocations in Sage Intelligent Time
For organizations with shared employees across multiple projects or grants, you can now use transaction allocation codes during time entry to automatically distribute time. This saves time, ensures consistent cost tracking, and improves reporting accuracy. You might have also noticed that Time and Expense now have their own dedicated areas. Note that the Time and Expense module has been separated into two distinct modules.
Improved Contract Visibility
Get a complete overview of your contracts with the new Contract Summary tab, which replaces the Billing transaction history tab. This tab consolidates key transaction details from various areas like Order Entry and Accounts Payable, along with related project insights, eliminating the need to switch between screens. This provides stakeholders with improved visibility to quickly grasp a contract’s financial standing.
Construction and Real Estate Enhancements
For our clients in Construction and Real Estate, the 2025 Release 2 brings usability enhancements to increase visibility, efficiency and accuracy. You will find new features in compliance, purchasing, work-in-progress, payroll and more. For an in-depth look at these industry specific highlights, please visit our detailed blog post.
New Dashboards for EMRConnect
For our Sage Intacct EMR Connect users, you get two new dashboards for greater visibility! Use key performance indicators (KPIs) such as patient encounters, clinician efficiency, and location performance to improve your operations. These are also available to users with the General or Nonprofit QuickStart template.
- EMR Residential Care Insights
- EMR Ambulatory Care Insights
Not familiar with EMRConnect? Check out this 8-minute demo with our CTO, David Valade.
Integration for Nonprofit
For our Nonprofit users focused on ramping up fundraising and membership, especially in arts and culture organizations, here are the latest integration updates:
- Sage Intacct Fundraising powered by DonorPerfect is now generally available, providing robust features for donor management and successful fundraising campaigns.
- The Tessitura Ticketing Connector in Sage Intacct Data Flow automates the transfer of billing and payment data from Tessitura, the leading ticketing and membership solution.
Future Updates and Important Notices
Looking ahead, we are excited about the mobile app that will further enhance expense report automation, building on the existing electronic receipt feature. Continued improvements to Accounts Payable automation are also planned, expanding on the purchase order matching capabilities.
Remember to update your permissions to access the new features. We encourage you to explore the full release notes and take full advantage of these enhancements. As always, your Customer Success Manager is ready to assist you, so please don’t hesitate to reach out if you have any questions.
