November 6, 2026

2026 R4 Release Notes

Explore the key updates in this release, then dive deeper with All changes or release notes by category.

Release highlights

Feature	Available in
Accelerate decision-making
Finance Intelligence Agent—General availability: Ask Sage Copilot questions about your financial data in natural language and the Financial Intelligence agent quickly finds the relevant answers. Watch the highlight video (0:41)	Australia, Canada, Singapore, South Africa, United Kingdom, United States
Customize the Marketplace agents roles: Gain greater flexibility to align agent access with company security and governance requirements. Watch the highlight video (0:42)	Canada, United Kingdom, United States
Connected Reporting for Excel—Early Adopter: Create and refresh reports in Excel using Sage Intacct data with a guided, AI-powered experience. Watch the highlight video (0:41)	Canada, United Kingdom, United States
Custom approvals for AR sales invoices and Order Entry transactions: Define approval rules using AR sales invoice or transaction data and business-specific criteria, automatically route AR sales invoices and transactions to designated approvers, and review approval history. Watch the highlight video (0:45)	All regions
Announcing Sage Intacct Investment Intelligence—Early Adopter: Gain insight about your investments without leaving Sage Intacct. See portfolio performance, liquidity, and investment data in a single experience, helping your finance team make better-informed, more-confident investment decisions. Watch the highlight video (0:35)	Canada, United States
Maximize time
Faster, more secure sign-in with passkey authentication: Sign in without a password using trusted devices and biometrics. Passkey authentication reduces phishing and credential risks while giving you a simpler, faster login experience. Watch the highlight video (0:45)	All regions
Customer Payments powered by Fortis—General availability: Accept customer payments more efficiently with secure payment links on imported AR sales invoices and support for partial payments and customer refunds. Watch the highlight video (0:44)	United States
Variable-quantity and tiered billing for billing groups: Bill customers based on actual activity by using quantity entries with billing groups. Quantity entries supply billed quantities during invoice generation, and can be combined with Order Entry price lists and tiered pricing to automate quantity-based billing workflows. Watch the highlight video (0:36)	All regions
Sage Intelligent Time enhancements Assign delegates to approve timesheets: When employees submit timesheets while you're out of office, delegates can approve or decline them to ensure that payroll processing continues smoothly. Manage crew timesheets using Sage Intelligent Time: Create and submit timesheets for multiple employees in a single action using crew timesheets. Watch the highlight video (0:43)	Australia, Canada, South Africa, United Kingdom, United States
Optimized for your business
Get ready for 1099 season: Find the resources you need to prepare for 2026 filing. Watch the highlight video (0:35)	United States
Sovos Sales Tax for Order Entry: Gain more flexibility in how you manage sales tax determination with the addition of Sovos Sales Tax as a tax service option in Sage Intacct. Watch the highlight video (0:59)	United States
Sage NFP Benchmarking Agent: Provide nonprofit organizations with financial and operational benchmarking insights based on peer organizations with similar characteristics. Watch the highlight video (0:48)	United States
Reimburse employee expenses through Accounts Payable or payroll: Help align employee reimbursements with your existing payment process while improving control and visibility over expense payments.	All regions
Strengthen your brand consistency with custom statements in Lending Management: Use printed document templates to create customized, professional templates for your loan statements. Watch the highlight video (0:36)	United States

All changes

Below is a comprehensive list of changes made in Sage Intacct during the 2026 Release 4.

Area	Feature	Available in
Sage Ai & Automation	Finance Intelligence Agent—General availability	Australia, Canada, Singapore, South Africa, United Kingdom, United States
	Gain strategic insight with the Sage NFP Benchmarking Agent	United States
	Customize Marketplace agent permissions	Canada, United Kingdom, United States
	Split multi-page documents into individual transactions with AP Automation—Early Adopter	All regions
	Other enhancements to AP Automation with Purchasing	All regions
APIs & Developer Updates	Explore the redesigned Sage Intacct Developer Portal—a fresh new look and feel for REST API documentation	All regions
APIs & Developer Updates	Legacy Sage Intacct developer documentation is moving to the Sage Intacct Developer Portal with the 2027 R1 release	All regions
Company & Administration	Log in faster and more securely with passkeys	All regions
	More imports available in the Sage Intacct import service	All regions
	Email sender allow list enforcement	All regions
	Review license usage by user type	All regions
	Permission changes	All regions
Accounts Payable	Reimburse employee expenses through Accounts Payable or payroll	All regions
	Split multi-page documents into individual transactions with AP Automation—Early Adopter	All regions
	Other enhancements to AP Automation with Purchasing	All regions
	Bank files to replace Standard ACH	United States
Accounts Receivable	Custom approvals for AR sales invoices and Order Entry transactions—Early Adopter	All regions
	Customer Payments powered by Fortis—General availability	United States
	Enhancements to inter-entity bill back	All regions
	Updates to Customer refunds	All regions
Cash Management	Upload bank file payments to cloud storage	All regions
	Enter account number using letters and numbers	All regions
	Bank files to replace Standard ACH	United States
Consolidation	Consolidation data table for faster processing—Early Adopter	All regions
Construction	Explore all Sage Construction updates	Australia, Canada, United Kingdom, United States
	Enhanced project contract billing workflow—Early Adopter	Australia, Canada, United Kingdom, United States
	Subcontractor payment application workflow—General availability	Australia, Canada, United Kingdom, United States
	Updates in Sage Human Capital Management	Canada, United States
	Property lease dimension for Sage Intacct Real Estate	Canada, United States
	Other updates in Sage Intacct Real Estate	Canada, United States
	Global search for Sage Field Operations	Canada, United States
	Work with project costs at your preferred level of detail in work in progress (WIP) management—General availability	Australia, Canada, United Kingdom, United States
	See commitment amounts in work in progress (WIP) management	Australia, Canada, United Kingdom, United States
	Manage crew timesheets using Sage Intelligent Time
	Assign delegates to approve timesheets
	Access Sage Intelligent Time preferences from My preferences
	Other enhancements for Sage Intacct Construction	Australia, Canada, United Kingdom, United States
Contracts	Copy lines and expenses when duplicating contracts	Australia, Canada, South Africa, United Kingdom, United States
Expenses	Reimburse employee expenses through Accounts Payable or payroll	All regions
Expenses	Updates in Sage Expense Management	Australia, Singapore, United Kingdom, United States
Fixed Assets Management	Revert asset splits	All regions
	Reverse asset transfers	All regions
	Reverse CIP asset capitalizations	All regions
	Other enhancements for Fixed Assets Management	All regions
General Ledger	Updates to GL account reconciliations	All regions
General Ledger	Other updates to General Ledger	All regions
Industry Solutions	Updates to Sage Planning	Australia, South Africa, United Kingdom, United States
	Announcing Sage Intacct Investment Intelligence—Early Adopter	Canada, United States
	Property lease dimension for Sage Intacct Real Estate	Canada, United States
	Other updates in Sage Intacct Real Estate	Canada, United States
	Global search for Sage Field Operations	Canada, United States
	Enhancements for Sage Intacct eProcurement	United States
	Updates in Sage Human Capital Management	Canada, United States
Lending Management	Strengthen your brand consistency with custom statements in Lending Management	United States
Multi-entity	Track and report on inter-entity activity with bill back and affiliate entity dimension	All regions
Order Entry	Custom approvals for Order Entry transactions—Early Adopter	All regions
	Variable-quantity and tiered billing for billing groups	All regions
	Apply flexible pricing to billing groups with OE price lists	All regions
	Other enhancements for billing groups	All regions
	A new way to combine multiple documents into a single transaction	All regions
	Post multiple draft transactions at once	All regions
Platform Services, Customizations, & Extensions	Application management updates—Beta	All regions
Platform Services, Customizations, & Extensions	Warnings for unapproved email addresses in trigger configuration and logs	All regions
Purchasing	Other enhancements to AP Automation with Purchasing	All regions
Purchasing	Purchasing now supports E-Reporting for France	France
Reporting & Insights	New ICRW and IVE reporting areas	All regions
Reporting & Insights	Connected Reporting for Excel—Early Adopter	Canada, United Kingdom, United States
Sage Intacct Advisory	Attachment permissions for Client users	All regions
Sage Intacct Advisory	Migration Assistant simplifies onboarding new clients	All regions
Taxes	Transaction allocations for VAT and GST in Accounts Payable—Early Adopter	All regions
	Get ready for 1099 season	United States
	Sovos Sales Tax for Order Entry	United States
	Exemption certificate management with Avalara Tax—General availability	United States
	Avalara use tax in Purchasing—General availability	United States
	Enhancements for Taxes	All regions
Time	Assign delegates to approve timesheets	Australia, Canada, South Africa, United Kingdom, United States
	Manage crew timesheets using Sage Intelligent Time	Australia, Canada, South Africa, United Kingdom, United States
	Access Sage Intelligent Time preferences from My preferences	Australia, Canada, South Africa, United Kingdom, United States
Training & Videos	New training and videos	All regions
User Experience	User interface changes	All regions