10 Hidden Gems You May Have Missed in Sage Intacct

10 Sage Intacct Improvements Designed to Improve Everyday Processes

Sage Intacct continues to evolve at pace, with hundreds of updates and improvements introduced over the last year across reporting, purchasing, automation, approvals and financial management.

While major releases often attract the most attention, some of the most valuable changes are the smaller improvements that quietly remove friction from day-to-day processes.

Many of these updates were influenced directly by customer feedback and practical challenges businesses face every day. Small changes in the right places can save time, improve accuracy and simplify processes across finance teams.

Here are some Sage Intacct hidden gems you may not have come across yet.

1. Assign approvers directly to vendors for more accurate invoice processing

If purchase invoices regularly end up bouncing between departments or waiting for the right person to approve them, this update removes a lot of that friction.

Sage Intacct now allows businesses to assign dedicated AP purchase invoice approvers directly against individual supplier records. Rather than relying solely on broad department-based rules, invoices can automatically route to the correct person based on who the supplier is.

For example, invoices from a key software supplier could always go to your IT lead, while facilities invoices route directly to operations. This creates a more targeted approval process and reduces unnecessary delays.

The benefit is not just speed. It can also improve consistency and accountability, particularly where supplier relationships or spending responsibility sit with specific individuals.

Another useful detail is that this works alongside existing approval policies. If supplier-based approvals are enabled and an approver is assigned, Sage Intacct prioritises that rule and bypasses departmental routing. If no supplier approver exists, your existing approval workflow still applies.

For finance teams managing high invoice volumes or multiple departments, small workflow improvements like this can remove approval bottlenecks and help keep accounts payable moving.

Find out more about assigning approvers directly to vendors: Introducing supplier-based approval for AP purchase invoice routing > 

2. Block manual entries and keep your books clean

One of the most common causes of reconciliation headaches is when transactions are posted directly into General Ledger journals instead of flowing through the correct process.

Manual journal entries can create disconnects between subledgers and the General Ledger, making reporting less reliable and increasing the amount of time finance teams spend investigating discrepancies.

Sage Intacct now allows you to prevent direct posting on a journal-by-journal basis using a new Disallow direct posting setting.

Once enabled, users can no longer create entries directly against selected journals through manual entry, imports or APIs. Transactions must instead pass through the relevant subledger process.

For businesses with tighter financial controls or approval requirements, this creates cleaner data and more confidence in reporting accuracy.

A practical example might be restricting direct entries into Accounts Payable journals so purchases always flow through approved AP workflows rather than manual adjustments.

Find out more and see how to configure journal restrictions: Prevent direct posting to specified journals > 

3. Delegate Purchasing approvals to stay on track

Purchase approvals have a habit of slowing down at the worst possible time. Someone goes on annual leave, key approvers are unavailable and suddenly requests begin sitting in queues waiting for action.

Sage Intacct now gives businesses more flexibility around purchasing approval delegation.

Approvers can assign temporary delegates, including restricted users and approval groups, while setting specific date ranges for when delegation should apply.

This means approval workflows can continue without interruption while maintaining visibility and control.

For example, if a department manager is away for two weeks, approvals can automatically route to an assigned substitute during that period and return afterwards without requiring manual intervention.

For businesses processing large numbers of purchasing requests, this helps reduce bottlenecks and keeps operations moving.

See how approval delegation works in Sage Intacct: More flexible approval delegation > 

4. View external credits clearly in Accounts Receivable

Reconciling customer statements becomes more difficult when credits applied from other entities are not visible in the places teams expect to see them.

Sage Intacct now allows external credits to appear directly within entity-level AR statements.

This helps align statements more closely with AR ledger balances and ageing reports, creating a more complete view of customer activity.

For organisations operating across multiple entities, this can remove confusion and reduce time spent investigating balance differences between systems and reports.

The result is faster reconciliation and clearer customer communication.

Find out more and see external credits in action: External credits included in entity-level AR statements >

5. Track advance payments instantly

Advance payments can become difficult to trace, especially when finance teams are handling high transaction volumes or reconciling historic payments.

Sage Intacct has introduced several improvements to customer advances, including unique Payment IDs, draft advances and improved payment workflows.

Payment IDs make advances easier to identify and search for across reports, while draft functionality allows teams to begin recording information before all details are available.

There are also improvements to applying advances across multiple invoices while receiving additional payments in the same process.

Together these changes improve visibility and reduce manual effort around payment tracking and reconciliation.

See how customer advance tracking has improved: Enhancements to customer advances > 

6. Boost reconciliation accuracy with smarter bank transaction matching

Bank reconciliation often relies on matching rules that only tell part of the story.

Sage Intacct now supports a wider range of transaction fields from bank feeds, including payee information, references, categories and additional transaction details.

This gives finance teams more flexibility when building matching and assignment rules and can significantly improve automatic transaction matching accuracy.

Rather than relying on broad matching criteria, teams can create more precise rules that reduce manual intervention and speed up reconciliation.

For organisations processing large transaction volumes, even small improvements in matching accuracy can create meaningful time savings.

Find out more and explore enhanced matching rules: Improve bank transaction matching with more precise rules > 

7. See pending entries in General Ledger reports

Month-end reporting often creates a familiar challenge. Teams are trying to understand where figures sit while draft journals, approvals and changes are still moving through the process.

Sage Intacct now allows businesses to include unposted journal entries directly within General Ledger and Journal reports.

This gives finance teams earlier visibility into draft, submitted and partially approved transactions before they are formally posted.

For organisations working towards a continuous close approach, this can help identify issues sooner and provide a more complete picture of financial activity during reporting periods.

Rather than waiting until every transaction reaches the finish line, teams can start analysing data earlier and make decisions with greater confidence.

Find out more about unposted reporting: Include unposted journal entries in General Ledger reports > 

8. Set your own purchase order match tolerance

Not every purchasing discrepancy needs to become a workflow exception.

Sage Intacct now gives businesses more visibility into match tolerance exceptions by showing specific quantity and price differences between purchase orders, receipts and invoices.

Rather than simply flagging a mismatch, teams can now quickly see exactly what changed and determine whether it requires action.

For example, if a supplier invoice includes a small unit price increase or a partial quantity difference, purchasing teams can identify and resolve issues faster without slowing down wider processes.

This creates clearer visibility for finance teams and helps reduce unnecessary approval delays.

Find out more about how purchase order match tolerances work: Broader visibility into match tolerance exceptions > 

9. Auto-apply tax discounts and reduce manual work

Tax rules and discount calculations can quickly become complicated, particularly for organisations operating across different regions or managing complex payment terms.

Sage Intacct now supports more flexible tax term discount calculations, allowing businesses to determine how discounts are applied across invoice values, taxes and additional charges.

The biggest benefit is consistency. Rather than relying on manual calculations or workarounds, eligible discounts can be applied automatically based on defined rules.

This helps reduce errors, improve compliance and minimise manual administration for finance teams.

For businesses handling high transaction volumes, even small automation improvements can create meaningful efficiency gains.

Find out more about tax discount automation: Support for term discounts for taxes—General availability > 

10. Design custom tax reports around your business

Tax reporting often requires teams to pull together information from multiple places just to get the visibility they need.

Sage Intacct has introduced new and enhanced custom reporting options, giving businesses more flexibility around how tax information is viewed and analysed.

These updates provide additional reporting capabilities and more detailed visibility into tax liabilities and transaction data.

Rather than relying on standard reporting views alone, finance teams can create more tailored reporting outputs based on operational or compliance needs.

For organisations with more complex structures or reporting requirements, custom reporting can help surface the information that matters most.

See what's new in Sage Intacct tax reporting: New and updated custom reports for standard tax solutions > 

Final thoughts

Large product updates tend to grab attention, but some of the most valuable improvements are often the smaller changes that remove friction from everyday tasks.

Whether it is reducing approval bottlenecks, improving reconciliation accuracy or strengthening reporting visibility, these updates are designed to help finance teams work more efficiently and with greater confidence.

If you're already using Sage Intacct and would like help understanding which features could have the biggest impact on your processes, our team would be happy to help.