Easier Compliance, Stronger Controls: 2025 R1’s Critical Enhancements Within Sage Intacct

Sage Intacct’s 2025 R1 release brings a range of updates designed to streamline processes, reduce manual work, and give teams greater visibility into their financials. Below are the highlights we believe will be most impactful for the Construction and Real Estate sector.

Vendor-Based Approvals

One of the most frequently requested features in this release is vendor-specific bill approvals. You can now set an approver (or approver group) at the vendor record level to ensure invoices go to the person most familiar with that vendor’s billing details. To enable this, add “Vendor Based Approvals” to your AP bill approval policy. If both vendor-based and departmental rules exist, vendor-based rules override departmental approvals for any vendor that has a designated approver. You can also assign approvers in bulk through CSV imports, which is ideal for handling large vendor lists. 

AP Automation for Purchasing

AP automation now extends beyond bills to include purchase orders and commitments. After you enable this functionality, Sage Intacct automatically matches incoming invoices to their corresponding purchase documents. You configure mapping rules in the Purchasing module. You can upload invoices manually—up to 30 at a time—or send them to a monitored Sage email inbox. If you need to, you can revert an invoice back to an AP bill. These enhancements reduce manual touches, improve accuracy, and strengthen your audit trail.

Preventing Direct GL Postings

New Module: Lending Management (Early Adopters Program)

Construction and real estate firms offering in-house financing can explore the Lending Management module, now available through an early adopters program. It manages the entire loan process—from origination and interest accruals to statements and payoff—within the Sage Intacct platform. If you’re interested in testing this functionality, refer to the release notes for additional details and contact your account manager about enrollment.

Custom Fields for Specific Compliance Types

If you track different compliance requirements—such as insurance certificates or lien waivers—you can now configure custom fields that appear only for designated compliance types. By tailoring fields to each scenario, your teams see only what’s relevant, saving time and reducing data clutter.

Secondary Vendors on Purchasing Source Documents

If you frequently work with secondary payees, such as subcontractors, Intacct now lets you add these payees directly to your primary purchasing documents. After you enable joint checks under AP configuration, you can include secondary vendors in subcontracts or purchase orders. The system automatically carries these payees into AP bills, so you no longer need to add them manually. This change helps you avoid overlooked payments and keeps vendor details centralized.

WIP Management Enhancements

Construction teams that rely on Work-in-Progress (WIP) schedules will notice several improvements:

• Prior-Period Viewing: Quickly reference the last period’s WIP schedule from within the current one.
• Auto-Filled Forecast Values: PM and CFO forecasts roll over from the previous period, reducing repetitive data entry.
• Expanded Data Fields: New fields such as current period billings, period earned profit, and project begin/end dates deliver deeper insight when evaluating performance and profitability.

Capitalizing on Intacct’s New Capabilities

These updates are only part of what Sage Intacct’s 2025 R1 offers. We highly recommend reviewing the full release notes to see all new features and determine which ones can best support your organization. As always, our team at Sockeye is here to help—whether you need assistance setting up new modules or refining your existing AP automation.

Feel free to reach out for a deeper conversation on how these features can benefit your business.