The much-anticipated 2025 Release 3 is coming on August 8. This release is packed with new features, including a new way to see all lists. Here are the highlights of this release.
Authenticate and Validate Your Domain Now!
As we noted in the last two releases, this is your last chance to authenticate and validate your domain! If you email documents out of Sage Intacct, you need to authenticate and validate your domain to avoid potential email delivery issues. As Sage moves fully to utilizing the enhanced email delivery service, all customers must authenticate and validate their domains.
Why do we need you to do this: By doing this, the chances of your emails to your customers and vendors being marked as spam greatly decrease. In addition, your domain will be protected from phishing and other fraudulent attacks.
Note: Your Intacct administrator will need to work with your email administrator to set this up. It is imperative that you do this ASAP if you have not already done it!
Enhanced Lists Are Now the Default
For quite a while now, Sage has been improving the Enhanced List features and asking users to try them out. Now, with the functionality available in over 300 lists and more to come, Enhanced Lists will be turned on by default. Don’t worry; if you prefer the old lists, you can toggle off Enhanced Lists on an individual basis.
Why we are excited about this: Enhanced lists can be customized by the user and have very powerful advanced filtering capabilities.
Record Customer Refunds
Customer refunds streamline your refund management process, ensuring that the refunds that you initiate outside of Sage Intacct are accurately documented and the refunded credits are cleared. Eliminate the tedious step of creating balancing adjustments for refunded credits. Instead, record the amount refunded and pay available credits simply by selecting them.
Why we are excited about this: Finally, there is an easy way to process customer refunds.
Note: Only the record transfer payment method is supported. This requires configuration.
Pay Bills From the Vendor List / Apply Payments From the Customer List
AP Bills: The Pay option has been added to the Vendor list and can be selected from the Standard or Enhanced List screen. Customer Invoices: The Apply payment option has been added to the Customer list and can be selected from the Standard or Enhanced List screen.
Why we are excited about this: Reduces the number of steps required to make payments to a single vendor or receive cash from a single customer.
Improve Bank Transaction Matching With More Precise Rules
The new wider range of fields can be used in matching and creation rules or assignment rules to increase matching accuracy and assign customers automatically to bank transactions. When viewing bank transactions and creating new views, the new fields are now available for you to select in addition to the existing fields.
Why we are excited about this: The addition of these fields helps to make the bank reconciliation process easier.
Enhancements to Fixed Asset Management (SFAM)
Sage is continuously improving SFAM with new features and enhancements. Below is a list of the latest updates included in this release:
- Provide custom accumulated depreciation for historical assets
- Update assets in bulk using the import service
- Revert posted depreciation entries in bulk
- View cumulative depreciation
- Manage journal posting rules more easily
- Easier navigation for viewing depreciation schedules
Why we are excited about this: Sage continues to listen to the users and enhance the SFAM product.
Updates To Construction
There are several significant updates to Construction:
- Import change requests
- Improved change request grid with entry reordering and line numbers, and project prefilled
- Add standard tasks to a project quickly
- PO document template now includes a primary document’s summary and details
- Subtotals on PO change orders
- Specify a primary project estimate forecast for quick access
- New import service for WIP management
- Automatically populate missing dimensions on project contract line entries
- Update the project contract customer after billing
Why we are excited about this: This release includes several meaningful changes for construction users. Be sure to join our webinar to learn more.
New NACHA Payment File Formats
New NACHA file options now include vendor and employee ID numbers for improved payment accuracy and compliance.
- NACHA – Balanced without EOF marker incl. ID number
- NACHA – Balanced with EOF marker incl. ID number
- NACHA – Unbalanced with EOF marker incl. ID number
- NACHA – Unbalanced without EOF marker incl. ID number
Why we are excited about this: Finally, we can offer a NACHA file with ID numbers on it.
Note: This requires configuration.
Learn More
In conclusion, Sage Intacct 2025 Release 3 continues to enhance the user experience with practical updates across core financials, banking, construction, and more.
For more details, delve into the comprehensive 2025 Release Notes by Sage.
