RKL eSolutions Blog Trends and Insights

Sage Intacct R3 is here! Learn more about the latest release

Sage Intacct R1 2023 is here! Here are 11 features that Sage as added to and updated in this release.

Company and Administration

  1. Enhance data accuracy by customizing the number of decimal places used in rounding your data with the new configuration feature in Data Delivery Service.
  2. Be an early adopter of the enhanced email delivery service with DKIM authentication: Sign up her
  1. Permissions have been changed for Accounts Payable, Purchasing, Cash Management and Time & Expenses
    • learn more about the specific changes here

Accounts Payable

  1. Restricted users, who are limited to specific entities or departments, can now easily upload bills for AP Automation.

  2. Now you can verify the accuracy of vendor record changes through our official review process.
  1. Now you can easily navigate to the specific details of an invoice from a bill that was created through inter-entity bill back.

Accounts Receivable

  1. Introducing the Bank Transaction Assistant: A brand new workflow designed to accelerate and enhance the flexibility for users in Accounts Receivable and Cash Management (for those in the Early Adopter program)

  2. Easily keep track of your Accounts Receivable payments with the new document sequencing feature, making payment tracking a breeze.

  3. Receive a single payment but need to apply it to different customers? Sage is launching an Early Adopter Program to support single payments for multiple customers. Learn more here
  1.  Inter-entity drill down link feature: easily access the detailed invoice information directly from a bill, enhancing your workflow efficiency and streamlining your financial processes.

  2. Improved functionality for paying invoices: Now, in companies that have multiple currencies enabled, you have the ability to conveniently pay individual invoices directly from the list.

cash management

  1. Speed up and provide flexibility for Accounts Receivable and Cash Management users with Bank transaction assistant: a new workflow for Early Adopters

  2. Import bank transactions from one centralized location with the new bank transaction import experience: Saving time and increasing control. Available for early adopters
  1. Streamline the process of reimbursing employee expenses by utilizing bank files. Now, you have the ability to conveniently use bank files to pay employee expenses.

  2. Now, you have the option to make bank file payments in the EUR currency for UK transactions.


  1. Make sure your construction vendors have all of the vital compliance documents before you pay with Vendor compliance subscription. Learn more here
  1. Recent updates in Sage Field Operations have revolutionized the way work is done both in the office and on the go. Streamline your workflows by automatically creating a new Sage Intacct project for every work order created in Sage Field Operations, save time by processing multiple invoices in a batch, and more. 

General Ledger

  1. Enhance control over your General Ledger transactions by implementing a system configuration that allows GL transactions to be created exclusively at the entity level, providing a more focused and efficient approach to managing your financial data.
  1. Now you have the flexibility to exclude adjustments from the Trial Balance report. A new feature allows you to choose whether or not adjustments are included in the report, providing you with a more tailored view of your financial data.

healthcare & nonprofit

  1. Introducing EMRConnect, the solution that will revolutionize your workflow and eliminate data entry errors. Streamline your processes by automating the transfer of data from your electronic medical records system to Sage Intacct. 
  2. New: FACTS solution for schools integration: Integrate FACTS with Sage Intacct to eliminate the need for manual data entry and enhance efficiency in managing your financial records.

Payroll & purchasing

  1. Sage Intacct Payroll powered by ADP has several new features like HR Assist and Timekeeping Kiosk that will improve functionality and save time and money 
  2. Take charge of your outgoing payments with match tolerance and ensure that you pay the exact amount for your orders, giving you complete control and accuracy.

  3. Ensure the precision of vendor record changes through an authorized review process for vendor approval.

Sage Intacct Real Estate

  1. Experience enhanced flexibility and control with the latest updates to Sage Intacct Real Estate. Our recent changes empower you to have greater freedom and authority in managing your business operations. Improvements include:

Time & expenses

  1. Say goodbye to managing timesheets in a separate platform and hello to seamless integration with Sage Intelligent Time (SIT). Access SIT directly from the Time and Expenses or Projects applications in Sage Intacct, streamlining your workflow and saving you time, for Early Adopters.
  1. Simplify the process of reimbursing employee expenses by utilizing bank file payments. Now, you have the convenience of paying employee expense reimbursements directly through bank file transactions.

user experience

  1. Discover the updates to our list features that will make it even easier for you to drill down and access the data you need. Explore the enhanced list capabilities and learn more about how these improvements can benefit your business.

  2. Now you are able to hide funds from entity navigation when they are designated as a fund, Learn more here.

  3. Label changes: Sage updated labels in Accounts Receivable, Cash Management, Company, and General Ledger.


For a more in-depth overview of the release visit our release webinar replay page!


Scott Burdsall

Written by Scott Burdsall

Scott Burdsall is a Sage Intacct Senior Solution Architect with RKL eSolutions, LLC. He is an accomplished consultant with over 25 years’ experience managing the implementations of accounting/ERP software through all phases of the project life cycle.