Sage Intacct 2025 R1 is packed with powerful features and enhancements designed to streamline your financial processes and boost efficiency. Centered around automation, control, and improved reporting capabilities, R1 delivers new ways to optimize financial management.
Below, CrossCountry Consulting’s Sage Intacct implementation experts break down key updates that users and admins can capitalize on.
Top Features to Watch
Prominent R1 highlights include:
- Vendor-based approval for bills: R1 2025 introduces vendor-based approvals, allowing you to assign specific approvers to each vendor. This granular control ensures invoices are routed to the right people, speeding up processing and reducing errors.
- Prevent direct posting to specified journals: Reconciling subledgers with the trial balance just got easier. You can now prevent direct postings to specific journals, eliminating a common source of discrepancies and improving the accuracy of your financial reports. This provides tighter control over your GL and enhances auditability.
- AP automation with purchasing: The new “AP Automation with Purchasing” add-on streamlines the entire purchasing process. It automatically drafts incoming vendor invoices and matches them to existing purchase orders and receivers, significantly reducing manual data entry and accelerating invoice processing.
- Enhanced AR statements: Better communicate with customers and provide more personalized, informative statements by including header-level custom fields on customer, invoice, and AR adjustment objects.
- Generate NACHA-compliant payment files: Sage Intacct now supports NACHA-compliant file formats, making it easier to upload payment files to your bank and improve the efficiency and security of your payment processes.
Critical Updates and Things to Know
While new features are exciting, it’s crucial to be aware of some upcoming changes that will impact your workflows:
- Authenticate and validate your custom domain before May 2025: This is critical. If you send emails using a custom domain, you must authenticate and validate it before May 2025. This is due to Sage Intacct’s transition to an enhanced email delivery service. Failure to do so will likely result in email deliverability issues.
- “Receive A Payment” retiring soon: The older “Receive A Payment” method is being retired in May 2025. If you’re still using it, now’s the time to switch to the new payment receipts method.
- More flexibility for purchasing approval delegation: Delegation can be assigned to restricted users and be set up for a specific timeframe.
- Transfer assets within an entity: With Fixed Assets Management, you must now transfer an asset to change an asset’s allocation or dimensions.
- Security settings change for sales transaction definitions: Modified security settings offer restricted users added control of their draft sales transactions.
Preparing for Upcoming Transitions
To maximize the value of your Sage Intacct investment and ensure a smooth transition, contact CrossCountry Consulting.