Sage Intacct: Here is what you need to know about the 2025 R3 update

Sage Intacct’s latest major update is now live! The cloud-based system releases four key updates annually, ensuring your software is carefully maintained and continues to be finely tuned and optimised for any challenges ahead.

The 2025 R3 update, released on Friday the 8th of July 2025 has introduced several new changes that have improved existing features and modules, boosting efficiency across the system.

It also builds on the Sage Copilot Close Assistant rollout, previously mentioned in the R1 and R2 updates.

Read more: 4 important Sage Intacct changes in the R2 2025 update

Read on to discover what you need to know about Sage Intacct’s 2025 R3 update and how it could further improve your user experience and the software’s overall performance.

AI-powered features and automation receive important updates in the latest release

AI has been a hot topic over the past 18 months and prompted many discussions about how it’s implemented in the workplace.

Sage have been slowly rolling-out a dedicated AI-powered productivity assistant known as “Sage Copilot”. It’s designed to help your team gather business insights, automate regular processes, reduce inefficiencies, and provide them with a platform to succeed.

In the 2025 R3 update, Sage Copilot’s Search Help function has moved from early adopter status to phased general availability in English-speaking regions.

Search Help is an AI-powered semantic search engine that understands the context and intent behind your queries, providing more accurate and relevant results.

Search Help uses natural language understanding to comprehend the nuances behind key terminology and interpret complex queries as they were intended. It has the power to greatly reduce search time, improve the content of results, and increase efficiency within the software.

It can even provide intelligent recommendations, offering suggestions for related topics and articles that might expand your knowledge.

Read more: How Sage Copilot helps enhance your financial management software

Sage Intelligent Time (SIT)’s Timesheet entry grid is now customizable

Another AI-powered function within Sage Intacct is SIT. It enables you to rapidly speed up the time taken dealing with employee timesheets and key payroll details.

The 2025 R3 update introduces entry grid customisation to Timesheets providing further flexibility and control. This enhancement allows you to decide how time is entered and displayed.

You can now:

These changes, as well as several others, help improve the functionality of SIT’s Timesheet.

Sage Intacct’s core financials introduce several changes in 2025 R3

The 2025 R3 release brings a host of enhancements to Sage Intacct’s core financials, designed to improve efficiency, accuracy, and user control across Accounts Payable (AP), Accounts Receivable (AR), Cash Management, and Purchasing.

Accounts Payable (AP)

In AP, the new Approval Delegation feature ensures that invoice approvals don’t stall when approvers are on holiday or unexpectedly out. Users can pre-define delegation rules for individuals or groups, automatically routing approvals during out-of-office periods. Once the user returns, routing reverts seamlessly, maintaining continuity and full audit visibility. Additionally, you can now deactivate unused AP accounts without disrupting past transactions. This helps prevent errors, cleans up dropdown menus, and keeps your AP environment lean and easy to navigate.

Accounts Receivable (AR)

AR sees a welcome usability boost: payments can now be applied directly from the customer list. This reduces the number of clicks needed, keeps users in context, and simplifies payment processing — particularly useful when managing multiple customers at once.

Cash Management

Cash Management gets a power-up with more accurate bank transaction matching. New data fields like payee details, reference numbers, and descriptions allow for smarter automated reconciliation, reducing manual corrections and improving precision.

Purchasing

Users can now combine multiple documents into a single transaction, a major timesaver that streamlines conversion workflows. And with automated transactions without matching now generally available, you gain more flexibility in handling invoices without predefined purchase requisitions — helping teams work faster while benefiting from machine learning that improves with every transaction.

Sage Intacct implements key updates specific to the Construction industry

The 2025 R3 release brings targeted enhancements to Sage Intacct for Construction’s capabilities, giving project-based teams greater control, accuracy, and efficiency across their workflows.

One key update allows users to change the customer on a project contract even after billing has occurred. While past invoices remain tied to the original customer, this flexibility helps teams manage mid-project customer changes without disrupting existing records or workflows. This maintains both operational control and data integrity.

Construction teams can now also import change requests more efficiently. Whether uploading a single request or bulk importing through a new template, this update supports both draft and posted entries and saves time by enabling updates directly from the list view.

Purchase Order (PO) documents have also been improved. Templates can now include primary document summaries and detailed breakdowns — such as document types, reference numbers, and key dates — providing internal and external stakeholders with clearer, more informative printed records.

Work-in-Progress (WIP) schedules benefit from a new import service with a real-time, spreadsheet-like interface. Rather than waiting on delayed error reports, users now see field-level issues immediately, allowing for quick corrections using filters and other intuitive tools.

These updates, and others, empower construction businesses with more agile, accurate financial and project management tools.

As the old adage goes: “Knowledge is power”. Get in touch to stay informed!

Every update brings enhancements, but also potential questions. Our experts are on hand to answer any queries you may have about your software and the 2025 R3 update, so that you don’t get caught off-guard by any recent changes.

Get in touch today by emailing us at enquiries@solutionscloud.uk or calling us at 0115 840 5075.

The next Sage Intacct update is due November 2025 and we’ll be here to make sure you’re informed and confident about any changes, so you can continue to get the greatest possible value out of your software.

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