The much-anticipated Sage Intacct 2026 Release 3 is coming on August 7. This release is packed with new and exciting features to continue the year strong. Here are the highlights of this release.
Smart Excel Reporting – Early Adopter
If your team lives in Excel, this feature is for you! Smart Excel Reporting creates a live connection between Excel and Sage Intacct, making it easier than ever to refresh reports with current data — no more exporting, copying, and reformatting every month.
Why We’re Excited About This:
This feature eliminates manual exports and makes financial reporting much more efficient, helping finance teams spend less time preparing reports and more time analyzing results.
AP Automation Enhancements
Once again, Sage is climbing to the top of the AI ladder! Think of this as an extra set of eyes on your AP process. AI automatically flags invoices that look unusual, helping your team catch potential duplicates, errors, or fraudulent activity before payments are made.
Why We’re Excited About This:
This feature uses AI to identify potentially fraudulent or high-risk invoices before payment, providing an additional layer of protection, while improving internal controls and reducing risk.
Automated Retainage Holding on Primary Documents
Managing retainage just got easier! Sage Intacct can now automatically calculate and apply retainage directly on billing documents, reducing manual work and helping construction teams bill with greater accuracy and confidence.
Why We’re Excited About This:
This feature significantly reduces manual calculations and errors, and helps ensure retainage is consistently managed throughout the project lifecycle.
Note: Configuration is required.
Enhancements in Sage Intacct Real Estate (SIRE)
So many exciting new enhancements for SIRE! These enhancements simplify lease management with streamlined senior care lease renewals, improve the accuracy of complex lease recovery calculations, and introduce a refreshed, more intuitive user experience. Additional enhancements include custom vendor IDs, customizable tenant statement communications, and improved tracking.
Why We’re Excited About This:
These enhancements reduce manual effort, improve accuracy, and streamline everyday property management tasks, helping real estate organizations operate more efficiently.
Note: Sage Intacct Real Estate Subscription is required.
Reverse Asset Disposals in Sage Fixed Asset Management (SFAM)
Allows users to reverse an asset disposal if it was processed incorrectly, restoring the asset and its associated records without manual reconstruction.
Why We’re Excited About This:
This provides greater flexibility when mistakes occur, reduces cleanup effort, and helps maintain accurate fixed asset records without requiring complicated corrective journal entries.
Note: Configuration is required.
Preview Invoices for Billing Groups
Ever wish you could double-check an invoice before sending it out? Now, you can! This new preview capability allows users to review billing details before invoices are created, helping catch mistakes early and reducing rework.
Why We’re Excited About This:
This allows accounting teams to catch errors, validate billing details, and reduce the need for invoice corrections after the fact.
Note: Configuration is required.
Post Multiple AP Bills, AR Invoices, and AR Adjustments at Once
Say goodbye to posting transactions one at a time. With bulk posting, your accounting team can process multiple AP bills, AR invoices, and AR adjustments in a single step — saving valuable time, especially during busy month-end close periods.
Why We’re Excited About This:
This feature saves time by bulk posting transactions instead of processing them individually. It reduces repetitive tasks and helps speed up month-end and high-volume processing.
Override Tax Schedules in Order Entry and Purchasing
Gives users the ability to override default tax schedules directly on Order Entry and Purchasing transactions when unique tax situations arise.
Why We’re Excited About This:
This helps organizations handle exceptions more easily while maintaining compliance with varying tax requirements, reducing the need for workarounds or configuration changes.
Compare-to Reporting Periods in Performance Cards
Expands dashboard performance cards by allowing comparisons against additional reporting periods, making trend analysis more flexible.
Why We’re Excited About This:
This feature gives finance leaders richer insight into business performance by making it easier to compare current results against prior periods, budgets, or other timeframes without building custom reports.
Simplified General Ledger Setup and Easier Journal Entry Approvals
Sometimes it’s the small improvements that make the biggest difference. A more intuitive General Ledger setup and streamlined journal approval process help administrators spend less time navigating the system and more time focusing on higher-value work.
Why We’re Excited About This:
These updates reduce administrative effort and simplify ongoing financial management for accounting teams, with a streamlined GL setup experience and quicker access to journal approval workflows.
Learn More
This release brings meaningful improvements designed to make your experience more efficient, reliable, and flexible. We encourage you to explore the new capabilities and consider how they can support your team’s workflows. For full technical details and configuration requirements, review the complete Sage Intacct 2026 Release 3 Notes here.
