In this video, Senior Solution Architect, Sarah Mazzie, discusses the new updates in the Sage Intacct 2026 R2 release. The video covers enhancements in Accounts Payable, Purchasing, and Fixed Asset Management, highlighting features like automated transactions and improved remittance support. Viewers will learn about changes in Cash Management and the introduction of customer approvals in the purchasing module.
- The 2026 R2 release introduces a new Automated Transactions area that unifies AP Automation and Purchasing workflows, supports AI-based line-item recognition, and centralizes upload and matching of vendor invoices and purchase orders.
- Customer refunds can now be processed through a linked AP/AR workflow, including automated creation of AP bills from AR refunds, configurable refund payable accounts, and options to auto-generate or link vendors to customers for refunds.
- Major enhancements span multiple modules, including tighter entity-based controls and reconciliation changes in Cash Management, retainage release automation in Construction, summarized depreciation and asset-splitting in Fixed Assets, automated expense approvals with Express ACH in Expense Management, centralized item attachments in Inventory, and recurring billing groups in Order Entry.