Sage Intacct
R3 2022

Stephen Little, Sage Intacct Lead Consultant for Percipient, gives us his overview of what you can expect from the latest software update R3 2022.

What’s new in the latest release?


Role-based dashboards

New out-of-the-box dashboards have been explicitly designed for roles like AP and AR Managers, CFOs, Controllers, and Department Managers.

These new dashboards provide information in an easy-to-consume format, making them perfect to use as your Sage Intacct home page.
Learn more

Open attachments in a split view

You can now open and view your attachments on the same screen as the invoice.

Rather than having multiple windows open to view an AP purchase invoice and its attachment, you can now review the AP purchase invoice details side-by-side with its associated attachment.

This helps you perform your tasks more efficiently.
Learn more

Auto-create even more transactions for reconciliation

Improve reconciliation automation with even more creation rule capabilities. You can now set up a creation rule to automatically create credit card transactions to match transactions coming in from an import file or bank feed.

This helps you save time and eliminate manual data entry.
Learn more

Enhancements to receive payments

As part of Sage Intacct’s work to make your life even easier, you’ll notice the following enhancements to receiving customer payments:

  • Eliminate confusion and clarify tasks with a simplified workflow
  • Get visibility into what’s configured to automatically apply directly from the receive payments page
  • Easily find the fields you need with improved sections and labelling

Learn more

Other Highlights

  • Updates to AP advances
    Create multi-currency advances, track advances easily throughout the workflow, control access with more specific user permissions, and more—all within a refreshed user interface.
  • Automatic invoice runs
    Save time by using invoice policies to automatically schedule contract invoice runs.
  • Set default tax solutions
    Assign a default tax solution to a customer or vendor when you create transactions.

These highlights are only a few of the many new features and enhancements that have come to Sage Intacct in the latest release. If you are a current Sage Intacct customer and want to learn more, you can read the full release notes and watch the highlights video for R3 2022 here.

Sage Intacct Partner UK

The next Sage Intacct release date is due in November 2022. For more information on Sage Intacct or the latest software release, get in touch, or call us on 01606 871332.

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