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—General availability: Ask Sage Copilot questions about your financial data in natural language and the Financial Intelligence agent quickly finds the relevant answers.	Australia, Canada, Singapore, South Africa, United Kingdom, United States
Smart Reporting for Excel—Early Adopter: Create and refresh reports in Excel using Sage Intacct data with a guided, AI-powered experience.	Canada, United Kingdom, United States
Custom approvals—Early Adopter Custom approvals for invoices: Define approval rules using invoice data and business-specific criteria, automatically route invoices to designated approvers, and review approval history. Custom approvals for Order Entry transactions: Define approval rules using transaction data and business-specific criteria, automatically route transactions to designated approvers, and review approval history.	All regions
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.	All regions
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.	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.	Australia, Canada, South Africa, United Kingdom, United States
Optimized for your business
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

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
	Split multi-page documents into individual transactions with AP Automation—Early Adopter	All regions
	Other enhancements to AP Automation and 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
	Email sender allow list enforcement	All regions
	Review license usage by user type	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 and Purchasing	All regions
Accounts Receivable	Custom approvals for invoices—Early Adopter	All regions
	Use inter-entity bill back with entity transactions	All regions
	Updates to Customer refunds	All regions
Cash Management	Upload bank file payments to cloud storage	All regions
Cash Management	Enter account number using letters and numbers	All regions
Consolidation	Consolidation data table for faster processing—Early Adopter	All regions
Construction	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
	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
	Other updates to 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
	Adjust employee expense reimbursements using AP bills or payroll	All regions
	Manage employee advances using expense types	All regions
	Updates to Expenses when you reimburse expenses through Accounts Payable or payroll	All regions
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
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	Warnings for unapproved email addresses in trigger configuration and logs	All regions
Platform Services, Customizations, & Extensions	Application management updates——Beta	All regions
Purchasing	Other enhancements to AP Automation with Purchasing	All regions
Reporting & Insights	Smart Reporting for Excel—Early Adopter	Canada, United Kingdom, United States
Sage Intacct Advisory	Attachment permissions for Client users	All regions
Taxes	Transaction allocations for VAT and GST in Accounts Payable—Early Adopter	All regions
Taxes	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