AI Driven PO Entry Headlines the Sage Intacct R1 2025 Update

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Welcome to the Sage Intacct R1 2025 Update! The first Sage Intacct update of the year has landed, bringing with it a range of exciting new features and enhancements designed to streamline workflows and improve user experience.  

Here are the key highlights: 

Sage Intacct R1 2025 Update: Key Updates

  • AI-Driven AP Invoice Automation for Purchase Orders: This feature allows for automated matching of AP invoices to purchase orders using AI, significantly reducing manual entry and errors. 
  • Enhanced List Views: New list enhancements are here, including split views, drag-and-drop column reordering, adjustable column widths, and improved sorting and filtering options. 
  • Vendor-Based AP Approval: Users can now set up vendor-specific approval processes, adding flexibility to the AP workflow. 
  • Journal Posting Restrictions: New restrictions prevent direct posting to journals, ensuring that entries come from the appropriate sub-ledgers, enhancing accounting controls and accuracy. 
  • Bank Feed Enhancements: Users can now create draft status payments directly from bank feeds, providing more control over the payment process. 

New Reports and Financial Analysis Tools 

  • Variance Analysis Reports: New reports for variance analysis by department and location are available, providing deeper insights into financial performance.
  • Project Enhancements: New tabs for project contracts and project invoices offer comprehensive visibility into project transactions, commitments, and change orders. 

Compliance and Customization 

  • Joint Payees on Subcontracts: Users can now add joint payees directly to subcontracts and purchase orders, streamlining the payment process.
  • Custom Fields for Compliance: Custom fields can now be added to compliance records, enhancing the flexibility of compliance tracking. 

Usability Improvements 

  • Email Domain Verification: To ensure reliable email delivery, users must add their domain to Sage Intacct by May 2025.
  • Custom Fields in AR Statements: Custom fields can now be included in AR statement templates.
  • Enhanced ACH File Support: New settings support various bank formats for ACH files, improving compatibility.

Upcoming Features

  • Sage Copilot Enhancements: New AI-driven features like period close assistant and variance analysis are on the horizon. 
  • Sage Intacct Lending Management: A new application for managing loans and amortization schedules. 
  • Construction Payroll Enhancements: Integration of timesheets with construction payroll is coming soon. 

Conclusion 

The Sage Intacct R1 2025 update brings a host of new features and enhancements aimed at improving efficiency, accuracy, and user experience. Stay tuned for more updates and be sure to reach out to your customer success manager for any questions or assistance with these new features.