regional updates

Updates for Canada

On this page you can scan the list of release highlights to get a quick overview of the release or you can review a list of all the changes organized by category.

Release highlights

Feature	Available in
Accelerate decision-making
Smart Excel reporting—Early Adopter: Finance teams who build reports in Excel can now create and refresh Excel reports with live Sage Intacct data—eliminating the need to download static exports and manually transfer data. Work in the familiar Excel environment while keeping reports connected to your financial data.	Canada, United Kingdom, United States
Identify high-risk transactions using AI-driven anomaly detection for AP Automation: Identify potentially fraudulent or high-risk AR sales invoices early, helping reduce payment errors and financial risk.	All regions
Maximize time
Preview invoices for billing groups: Gain greater visibility into billing groups with a new invoice preview workflow and support Revenue Management with draft invoice generation.	All regions
Optimized for your business
Enhancements to embedded Customer Payment Services—Early Adopter: Accept customer payments more efficiently with numerous enhancements to Customer Payment Services, including the addition of secure payment links on imported AR sales invoices and the ability to process partial payments and customer refunds.	Australia, Canada, France, Germany, Republic of Ireland, United Kingdom, United States
Construction billing and retainage enhancements Automated retainage holding on primary documents: Define and assign automated retainage withholding rules on primary documents with the new advanced retainage feature. Enhanced project contract billing workflow—Early Adopter: Bill project expenses with greater flexibility across periods and invoices using the enhanced project contract billing workflow.	Australia, Canada, United Kingdom, United States

All changes

Below is a comprehensive list of changes made in Sage Intacct during the 2026 Release 3.

Area	Feature	Available in
Sage Ai & Automation	Identify high-risk transactions using AI-driven anomaly detection for AP Automation	All regions
	Discover and use AI agents in Sage Intacct	Canada, United Kingdom, United States
	Finance Intelligence Agent—Phased Early Adopter	Australia, Canada, Singapore, South Africa, United Kingdom, United States
	Block email addresses from automated document processing	All regions
APIs & Developer Updates	The REST API offers developer-friendly solutions for integrating with Sage Intacct	All regions
APIs & Developer Updates	Stay up-to-date with XML API changes	All regions
Company & Administration	Updated global navigation brings Sage products and tools together	All regions
	Discover and use AI agents in Sage Intacct	Canada, United Kingdom, United States
	Email verification for user accounts	All regions
	Validate email sender domains one time for your entire console hierarchy	All regions
	Block email addresses from automated document processing	All regions
Accounts Payable	Identify high-risk transactions using AI-driven anomaly detection for AP Automation	All regions
	Post multiple AP purchase invoices at the same time	All regions
	Streamline customer refund processing in Accounts Payable	All regions
	Automate prepaid expense amortization—Early Adopter	All regions
	Other updates in Accounts Payable	All regions
Accounts Receivable	Post multiple AR sales invoices and adjustments at the same time	All regions
	Enhancements to embedded Customer Payment Services—Early Adopter	Australia, Canada, France, Germany, Republic of Ireland, United Kingdom, United States
	Customize sender and reply‑to email addresses for Accounts Receivable AR sales invoices and statements	All regions
Cash Management	Enhancements to Cash intelligence—Early Adopter	All regions
Cash Management	Other updates in Cash Management	All regions
Construction	Enhanced project contract billing workflow—Early Adopter	Australia, Canada, United Kingdom, United States
	Subcontractor payment application workflow—Early Adopter	Australia, Canada, United Kingdom, United States
	Automated retainage holding on primary documents	Australia, Canada, United Kingdom, United States
	View history of cost forecast details in work in progress (WIP) management—Early Adopter	Australia, Canada, United Kingdom, United States
	Other updates in Sage Intacct Construction	Australia, Canada, United Kingdom, United States
Contracts	Improved visibility for quantity fields (Coming Soon!)	Australia, Canada, South Africa, United Kingdom, United States
Fixed Assets Management	Reverse asset disposals	All regions
	Revert summarized depreciation postings	All regions
	Add dimensions and additional fields to the Roll Forward report	All regions
	Other updates to Fixed Assets Management	All regions
General Ledger	Simplified General Ledger set up and easier access to journal entry approvals	All regions
General Ledger	Easier access to journal entry templates	All regions
	Updates in Sage Intacct Real Estate	Canada, United States
Inventory & Supplies	Manage supplies without blocking negative inventory	Australia, Canada, South Africa, United Kingdom, United States
Order Entry	Preview invoices for billing groups	All regions
Order Entry	A new way to combine multiple documents into a single transaction	All regions
Purchasing	Identify high-risk transactions using Ai-driven anomaly detection for AP Automation	All regions
	Updates to Custom Purchasing approvals—Early Adopter	All regions
	Customize sender and reply‑to email addresses for Purchasing communications	All regions
	Automate prepaid expense amortization—Early Adopter	All regions
Reporting & Insights	Compare-to options for additional reporting periods in performance cards	All regions
	Smart Excel reporting—Early Adopter	Canada, United Kingdom, United States
	Exclude blank pages from reports	All regions
Sage Intacct Advisory	New client activity tabs in Usage insights—Consoles	All regions
Taxes	Override tax schedules in Order Entry and Purchasing	All regions
Taxes	Avalara use tax in Purchasing—Early Adopter	Canada, United States
Training & Videos	New training and videos	All regions
User Experience	Migrate to Sage Collaborate to get more visibility and control	All regions