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
Finance Intelligence agent—Early Adopter: Ask Sage Copilot questions in natural language and the Financial Intelligence agent instantly finds answers using your financial data.	Canada, United Kingdom, United States
Introducing Cash requirements with expanded currency support—Early Adopter: Gain visibility into expected cash flow requirements.	All regions
Line-level approvals for Purchasing—Early Adopter: Approve, reject, or route individual lines within a purchase requisition or order.	All regions
Introducing Sage Intacct Data Cloud: Get secure, direct access to your Intacct data in Snowflake. Unlock deeper analytics, richer reporting, and seamless integration with the business intelligence tools your organization relies on.	All regions
Maximize time
Embedded Customer Payment Services—Early Adopter—Coming soon!: Introducing new ways to accept customer payments directly within Sage Intacct through our integration with Fortis and other payment providers.	Canada, France, Germany, Ireland, United Kingdom, United States
Line-level matching for AP Automation—General availability: With line-level matching, AP Automation predicts line entries based on the vendor documents that you email or upload and flags lines that do not match.	All regions
Fixed Assets Management Manage Construction in Progress (CIP) assets: Acquire, track, and capitalize CIP assets seamlessly with AP and Purchasing integrations. Update asset cost using AP adjustments: Change an asset’s cost directly from an AP adjustment. Unposted depreciation is recalculated automatically for accuracy and ease. Roll Forward report: Generate a standardized roll forward report with opening and closing balances for asset costs, depreciation, and net book value.	All regions
Announcing GL account reconciliations: Streamline reconciliations by easily matching offsetting debit and credit entry lines.	All regions
AI‑powered import agent: Transform, map, and clean your data using simple natural‑language prompts, all with instant previews before you import into Intacct.	All regions
Optimized for your business
Manage Projects: The new Manage Projects feature allows you to filter projects and update multiple project fields across several projects simultaneously with efficiency and ease.	All regions
Streamline billing with customer billing groups: Group customers and apply common charges for faster, consistent invoicing.	Australia, Canada, South Africa, United Kingdom, United State
Introducing Work Order Management and the work order dimension: Manage service-related work orders at scale with the new Work Order Management application and work order dimension.	Australia, Canada, United Kingdom, United States
Flexible retainage release: Easily release retainage across all invoice lines on a primary document with the new flexible retainage release feature.	Australia, Canada, United Kingdom, United States

All changes

Area	Feature	Available in
APIs and Developer Updates	The REST API offers a developer-friendly solution for integrating with Sage Intacct: Our 2026 R1 release offers even more endpoints and additional improvements.	All regions
APIs and Developer Updates	Stay up-to-date with XML API changes: While Sage Intacct continues to support the XML API, going forward all new objects and features will be released in the REST API.	All regions

Area	Feature	Available in
Sage AI—Close Automation	Custom text now used in Copilot-generated email templates—Coming soon! When using the Draft with Copilot feature to create email templates for Close Workspace and Variance Analysis, your custom text is now incorporated into any Copilot-generated content.	All regions
	Improved drill-down capability in Close progress monitor—Coming soon! Access details quickly in the Close progress monitor. You can now drill down to task lists from the status tiles and progress chart.	All regions
	Close Automation now supports multi-base currencies—Coming soon! Accelerate your close process with Close Automation, now available in companies with multiple base currencies enabled.	All regions
	Announcing Close Automation for all regions—Coming soon! Accelerate your close process with centralized task tracking and monitoring, visibility into bottlenecks, and real-time variance analysis.	All regions
AI and Automation	Your email domain for AP Automation is changing: On the weekend of February 13-16, all companies will move to the new email domain to support smarter email capabilities.	All regions
	AP Automation predicts tax details: When you're subscribed to the Taxes application, AP Automation now predicts tax details on automated transactions.	All regions
	Finance Intelligence agent—Early Adopter: Ask Sage Copilot questions in natural language and the Financial Intelligence agent instantly finds answers using your financial data.	Canada, United Kingdom, United States
	Artificial Intelligence data insights in Sage Field Operations: AI capabilities are integrated within the BI Solution Views to help you understand your data faster and more effectively.	Canada, United States
Company and Administration	AI‑powered import agent: Transform, map, and clean your data using simple natural‑language prompts, all with instant previews before you import into Intacct.	All regions
	Introducing Client user type: Designed for Accounting console instances.	All regions
	Strengthen your email security: The new allowed email addresses list automatically gathers trusted Sender and Reply‑To addresses from the past three months of use.	All regions
	Improved Manage instances view—Consoles: Added and removed fields from the manage instances list.	All regions
Accounts Payable	Enhanced Pay bills—Phased rollout—Coming soon!: Work smarter with advanced filters, dynamic sorting, and expanded capacity for loading bills.	All regions
	Notifications for recurring AP and AR transaction schedules: Stay informed about upcoming or posted recurring transactions.	All regions
	Your email domain for AP Automation is changing: On the weekend of February 13-16, all companies will move to the new email domain to support smarter email capabilities.	All regions
	AP Automation predicts tax details: When you're subscribed to the Taxes application, AP Automation now predicts tax details on automated transactions.	All regions
	Post AP Advances at the top level for multi-currency companies: Manage AP advances centrally if entities use different base currencies.	All regions
Accounts Receivable	Notifications for recurring AP and AR transaction schedules: Stay informed about upcoming or posted recurring transactions.	All regions
	Embedded Customer Payment Services—Early Adopter—Coming soon!: Introducing new ways to accept customer payments directly within Sage Intacct through our integration with Fortis and other payment providers.	Canada, France, Germany, Ireland, United Kingdom, United States
	Customer health insights: Track account health, engagement, and risk directly on customer records.	All regions
Cash Management	Introducing Cash requirements with expanded currency support—Early Adopter: Gain visibility into expected cash flow requirements.	All regions
	Enhancements to setting up check printing: Checking printing settings for your company address and logo are now streamlined for simplicity.	All regions
	Document number now included on bank interest and charges information: Improve accuracy of reconciliation matches with the document number on bank interest and charge transactions.	All regions
	File import data from Bank transaction assistant now appears on Banking cloud tab: Import data from the Bank transactions assistant file import is now shown on the Banking cloud tab of the relevant account, helping to speed up reconciliations.	All regions
	Entity location entered automatically on the Bank Register report: To reduce errors when generating the Bank Register report, the entity's location is included by default.	All regions
Construction	Introducing Work Order Management and the work order dimension: Manage service-related work orders at scale with the new Work Order Management application and work order dimension.	Australia, Canada, United Kingdom, United States
	Flexible retainage release: Easily release retainage across all invoice lines on a primary document with the new flexible retainage release feature.	Australia, Canada, United Kingdom, United States
	Work in progress (WIP) management—Early Adopter: Set a project's costs or billings to complete as of a specific period, and see warnings for details in the project breakdown.	Australia, Canada, United Kingdom, United States
Contracts	Automate renewal pricing updates: Leverage our new CSV imports or API for automating pricing updates based on CPI.	Australia, Canada, South Africa, United Kingdom, United States
Contracts	Revert dimension reassignment: Easily undo the most recent dimension reassignment to correct mistakes	Australia, Canada, South Africa, United Kingdom, United States
Fixed Assets Management	Manage Construction in Progress (CIP) assets: Acquire, track, and capitalize CIP assets seamlessly with AP and Purchasing integrations.	All regions
	Update asset cost using AP adjustments: Change an asset’s cost directly from an AP adjustment. Unposted depreciation is recalculated automatically for accuracy and ease.	All regions
	Roll Forward report: Generate a standardized roll forward report with opening and closing balances for asset costs, depreciation, and net book value.	All regions
	Flexible Asset GL account assignment: Assign the same Asset GL account to multiple asset classifications and use the new Asset classification field on transaction lines for a more flexible workflow.	All regions
General Ledger	Announcing GL account reconciliations: Streamline reconciliations by easily matching offsetting debit and credit entry lines.	All regions
General Ledger	Enhanced Dynamic Allocations: Create allocation definitions that use the source account group as the target of the allocation. This allows you to allocate portions of the account balance across dimensions without changing the overall account balance.	All regions
Inventory & Supplies	Flexible selection and reservation of supplies items: Offer your team out-of-stock item substitutions and automatic priority for incoming supplies purchases.	Australia, Canada, South Africa, United Kingdom, United States
Order Entry	Streamline billing with customer billing groups: Group customers and apply common charges for faster, consistent invoicing.	Australia, Canada, South Africa, United Kingdom, United States
Platform Services	Application management—Beta: We continue to make improvements to how you publish, update, and manage application versions for subscribing companies.	All regions
Platform Services	Customer health insights: Track account health, engagement, and risk directly on customer records.	All regions
Projects and Grants	Manage Projects: The new Manage Projects feature allows you to filter projects and update multiple project fields across several projects simultaneously with efficiency and ease.	All regions
Projects and Grants	Connect Projects with Fixed Assets Management CIP assets: This new feature allows you to automatically connect projects to CIP assets for accurate cost tracking and streamlined workflows.	All regions
Purchasing	Line-level approvals for Purchasing—Early Adopter: Approve, reject, or route individual lines within a purchase requisition or order.	All regions
	Line-level matching for AP Automation—General availability: With line-level matching, AP Automation predicts line entries based on the vendor documents that you email or upload and flags lines that do not match.	All regions
	AP Automation predicts tax details: When you're subscribed to the Taxes application, AI now predicts tax details on automation transaction lines.	All regions
	Your email domain for AP Automation is changing: On the weekend of February 13-16, all companies will move to the new email domain to support smarter email capabilities.	All regions
Real Estate	Improvements in Sage Intacct Real Estate: These updates improve portfolio visibility and add flexibility to reporting, communication, and billing workflows.	Canada, United States
Service Management and Field Operations	Introducing Work Order Management and the work order dimension: Manage service-related work orders at scale with the new Work Order Management application and work order dimension.	Australia, Canada, United Kingdom, United States
	Artificial Intelligence data insights in Sage Field Operations: AI capabilities are integrated within the BI Solution Views to help you understand your data faster and more effectively.	Canada, United States
	Enhanced invoice management in Sage Field Operations: The Invoice Manager now offers advanced filters, giving you precise control over how you view and manage invoice data.	Canada, United States
	Receive purchase orders from Sage Field Operations: Receiving purchase orders is easier than ever. This update also supports Credit Purchase Orders, so returning items is just as simple.	Canada, United States
Taxes	Streamlined tax totals in converted transactions: Order Entry and Purchasing transactions with VAT and GST now display net and tax in a single line when you convert them to Accounts Payable and Accounts Receivable transactions. Custom tax reports also show net and tax in the same line.	All regions
Taxes	Configure and run tax box reports—General availability: Define tax report boxes, add those defined boxes to a tax box report template, and run a tax box report from that template to calculate your tax burden for a defined period.	All regions
Time	Sage Intelligent Time settings are now centralized in Time preferences: Previously, the Time settings were only on the Configure Time page. Now, these settings also appear on the Time preferences page.	Australia, Canada, South Africa, United Kingdom, United States
Training & Videos	New training and videos: We added new training courses and videos to help you get the most out of Sage Intacct.	All regions
User Experience	User interface changes: We updated labels in Consoles and WIP Management.	All regions
User Experience	Improved help experience: The help now launches in a browser tab right next to the Sage Intacct tab, giving you full browser functionality for navigating help.	All regions