Sage Intacct 2025 Release 4, the final update of the year, has been live since November 7. We hope you’re already enjoying the new enhancements and seeing a positive impact on your team’s efficiency. As always, we’re here to share the key highlights from this release and what they mean for Sage Intacct users.
It’s Never Too Early to Plan For 1099s
In preparation for 1099s, Sage has created some helpful resources:
- Get Ready for 1099 season
- Use Form 1099-NEC, Box 3, for excessive golden parachute payments
- Assign an entity contact if using separate 1099s per entity
Broader Visibility into Match Tolerance Exceptions
When enabled, Sage Intacct automatically compares PO details of quantity and price to identify any discrepancies during conversion. These differences can now be more accurately tracked and resolved, with greater visibility, through the new exception summary.
Why we are excited about this: These new exception summaries give users clear, actionable insights to resolve discrepancies faster.
Note: This requires configuration.
New Transaction Options When Running Customer Statements
Discover a more flexible approach to choosing which transactions appear on your customer statements. When generating open item statements, you’ll now find enhanced transaction selection options. These new choices offer greater detail and control over the content of each statement. The available options include:
- Display all transactions
- Display only open invoices and credits
- Display only open invoices
Why we are excited about this: Finally, there’s an easy way to send statements that show all transactions.
Enhancements To Sage Intacct Fixed Asset Management (SFAM)
Sage is continuously improving SFAM with new features and enhancements. This release includes two major updates that Sage Intacct users have been waiting for, plus more.
- Create multiple assets from a bill or invoice line
- Partially dispose of assets
- Skip asset creation on bill and invoice lines
- Edit dimensions without doing an asset transfer
- Change historical accumulated depreciation setting at any time
- Edit asset names
- Improved asset cost calculation for ITC – Canada only
Why we are excited about this: Sage continues to listen to the users and enhances the SFAM product.
Updates To Construction
There are several significant updates to Construction:
- Create construction projects, tasks, and cost types with default purchasing tax schedules
- View release details from a release batch, bill or invoice
- Option to allow excess billing on progress-based contract lines
- Enhancements in WIP management (Choose whether WIP schedules include projects that have no job to date costs or billings, and easily set project costs or billing to complete)
Why we are excited about this: Sage Intacct Construction is continually evolving, and these updates will greatly impact users’ productivity.
Smarter Email Capabilities for AP Automation in Both AP and Purchasing
With each release, Sage improves and enhances the automation features in Sage Intacct. This release contains several highly requested features:
- New file formats:
- Attachments in the body can now be extracted
- Transactions can now be read when in the email body as text
- iPhone images in the HEIC file format are now supported
- Auto-forwarding rules
- Email copy capabilities for bounce back notifications
Why we are excited about this: Attachment extraction is something everyone has been waiting for.
Note: This requires configuration.
Learn More
In conclusion, Sage Intacct 2025 Release 4 continues to enhance the user experience with practical updates across core financials, banking, construction, and more.
For more details, delve into Sage’s comprehensive 2025 Release Notes.
