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Mysoft

The Hidden Gems of 2025 | Sage Intacct

2025 was a standout year for Sage Intacct innovation. With more than 250 new features released across the platform, customers gained smarter tools to streamline workflows, strengthen controls, and gain deeper financial insight.

While some updates made headlines, others quietly delivered powerful improvements that can make a real difference in day-to-day operations. Many of these enhancements were directly inspired by customer feedback, turning real-world challenges into practical solutions.

Here are 10 hidden gems from 2025 that deserve a closer look.

Assign Approvers Directly To Vendors For More Accurate Invoice Processing

Invoice approvals are faster and more accurate when the right people are involved from the start. With vendor-based approvals, you can now assign specific approvers to individual vendors, ensuring every bill is routed correctly the first time.

This reduces bottlenecks, eliminates unnecessary rework, and keeps Accounts Payable moving smoothly — especially for high-volume or specialized vendors.

Block manual entries and keep your books clean

Stronger controls start with consistency. The Disallow Direct Posts option allows you to prevent manual entries in selected General Ledger journals, requiring all postings to flow through the appropriate subledgers.

This helps maintain data integrity, reduces errors, and supports audit-ready financials by ensuring transactions follow approved processes.

Delegate Purchasing approvals to stay on track

Approvals shouldn’t stall when someone is out of the office. Sage Intacct now allows you to assign substitutes or groups for Purchasing approvals, keeping purchase orders moving without sacrificing control or compliance.

Built-in audit tracking ensures full transparency, so you can delegate with confidence while maintaining clear accountability.

View external credits clearly in Accounts Receivable

External credits can complicate AR reporting — unless you can see them clearly. This enhancement lets you display external credits directly on AR statements, aligning balances with your ledger and aging reports.

The result? Faster closes, clearer customer communication, and fewer reconciliation surprises.

Track advance payments instantly with payment IDs

Advance payments no longer need to be a guessing game. With unique payment IDs, you can quickly identify, reference, and reconcile prepayments in Accounts Receivable.

This makes it easier to track customer advances accurately, saving time and reducing errors during reconciliation.

Boost reconciliation accuracy with smarter bank transaction matching

Bank reconciliations get a major upgrade with expanded bank transaction data. You can now create more precise matching, creation, and assignment rules using a wider range of fields.

This speeds up reconciliation, improves accuracy, and ensures every transaction finds its correct match.

See pending entries in General Ledger reports

Better visibility leads to better decisions. Sage Intacct now lets you view draft and pending journal entries directly in GL reports, giving you a clearer picture of what’s coming.

By spotting issues earlier, finance teams can improve accuracy, reduce surprises, and make more informed decisions with confidence.

Set your own PO match tolerance

Not every variance needs a delay. With configurable purchase order match tolerances, you can define acceptable quantity or price differences between POs, receipts, and invoices.

This reduces unnecessary approval holds, speeds up processing, and keeps purchasing workflows efficient without sacrificing control.

Auto-apply tax discounts to save time and money

Eligible tax term discounts are now automatically applied at payment time, eliminating manual calculations while ensuring you capture every available saving.

This enhancement improves accuracy, reduces effort, and helps maintain compliance — all while working quietly in the background.

Design custom tax reports that fit your business

No two businesses view tax data the same way. With enhanced reporting tools, you can now design custom tax reports that surface the details that matter most to your organization.

This helps streamline tax processes, reduce errors, and provide clearer insights for audits and compliance.

Looking Into 2026

These hidden gems from 2025 highlight how Sage Intacct continues to evolve based on real customer needs — delivering improvements that save time, strengthen controls, and make finance teams more effective.

If you’d like help enabling any of these features or understanding how they apply to your environment, Mysoft is here to help unlock your potential.

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Swoop Funding is a global fintech platform that helps businesses discover and secure the right funding solutions to fuel growth. Through a single digital marketplace, Swoop connects organisations to loans, equity investment and grants, simplifying the funding journey with tailored recommendations, streamlined applications and expert support.

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Christopher Nguyen

Business Development Manager

Christopher Nguyen

Business Development Manager

Christopher Nguyen

Business Development Manager

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Nectari is a global business intelligence and data management provider that empowers organisations with real-time insights to drive smarter decision-making. Its core solution is delivered as Sage Enterprise Intelligence (SEI) within the Sage ecosystem, fully integrated across Sage platforms, and branded as SEI for Sage X3 and Nectari for Sage Intacct to elevate reporting, dashboards and analytics directly inside those systems.

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Sage is a global software company, supporting organisations worldwide through solutions such as Sage X3 and Sage Intacct, trusted by companies like yours. Mysoft has been a Sage business partner for over 20 years, providing implementation and ongoing support to customers, alongside specialist solutions that extend Sage platforms.

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X3CloudDocs, developed by Mysoft, is a cloud-based document automation suite for Sage X3. Its modules include Purchase Invoice Automation (PIA), Sales Order Automation (SOA), Electronic Document Management (EDM) & Email & Notification Automation (ENA), helping finance and operations teams reduce manual effort, improve accuracy, and gain better control over document-driven processes.

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