What’s New in the Latest Release?
Percipient Sage Intacct Consultant Heather-Jayne Corbin shares her highlights
of what you can expect from the first Sage Intacct release for 2025 (R1 2025).
Accounts Payable
Supplier-Based Approval for AP Purchase Invoice Routing
Does your organisation assign approval responsibilities for AP purchase invoices based on the supplier? If so, you’re going to love the new supplier-based approval rule type for AP purchase invoice approval policies.
When you add the supplier-based approval rule type to your AP purchase invoice approval policy, you have the option to assign an AP purchase invoice approver to each supplier, in the supplier record. Then, when an AP purchase invoice is submitted, Sage Intacct adds the AP purchase invoice to the assigned approver’s queue for review.
How it Works
Purchasing
Purchase Order Approval Delegation Improvements
Enhance your purchase order approval process with improved delegation. Allow restricted users to be assigned as delegates and enable user groups to be selected as approvers.
Enable approvals and set up delegate approvers:
- Go to Purchasing > Setup > Configuration and scroll down to the Enable functionality section.
- If not already configured, go to the Approvals subsection to select Enable purchasing approval, and then select Enable delegation.
- To add delegates, select Manage delegates. You can assign a user or a user group to each of your approvers.
Cash Management
Bank Transaction Assistant
For greater flexibility, you can now draft customer payments that you’re not ready to post using Bank transaction assistant.
You can also post draft payments in bulk from the Posted payments page in Accounts Receivable. If you decide you no longer need a draft, you can simply delete it from the list.
How it Works
General Ledger
Prevent Direct Posts to Specified Journals
Sage have added a Disallow direct posting checkbox to the Journal setup page. If you select this checkbox, users cannot create entries for the journal through the Journal entries page in General Ledger. Instead, users must post through the subledgers. This setting also prevents the creation of journal entries through an import or the API.
How it Works
Company & Administration
Authenticate & Validate Your Custom Domain Before May 2025
Starting May 2025, all customers who send emails using a custom domain must authenticate and validate their domain. This is a critical step as we transition fully to using the enhanced email delivery service.
Why is this important?
Authenticating your domain helps ensure your email communications are secure and reliable.
Domain authentication delivers the following benefits:
- Improved email deliverability, reducing the chances of your messages being marked as spam or not reaching recipients.
- Protects your domain from being used in phishing attacks or other fraudulent activities.
- Aligns with best practices for email security and compliance.
To avoid any email deliverability issues that might affect your communications to customers and partners, make sure to authenticate your domain by May 2025.
How it Works
Sage Intacct Partner of the Year
These highlights are only a few of the many new features and enhancements that have come to Sage Intacct in the first release for 2025. If you are a current Sage Intacct customer and want to learn more, you can read the full release notes for R1 2025 here.
The next Sage Intacct release date is due in February 2025. For more information on Sage Intacct or the latest software release, get in touch or call us on 01606 871332.
