The Sage Intacct 2024 R4 release is here, and it’s packed with features designed to enhance your experience, streamline your workflows, and help you stay ahead. In this blog, we’ll dive into some of the key highlights from this release. For a deeper look, be sure to check out the full release notes from Sage.
Sage Co-Pilot: Transforming Financial AI
Following its unveiling at the Sage Intacct conference earlier this year, Sage Co-Pilot is now available as part of the Early Adopter program. This AI assistant is designed with trust and accuracy at its core, ensuring reliable support in your financial processes.
Currently, two features are available:
- Searching Help with Co-Pilot – Streamline your searches and get the support you need faster.
- Variance Analysis – Leverage AI to identify and understand financial variances effectively.
If you’re interested in testing Sage Intacct’s AI capabilities and joining the Early Adopter program, let us know. It’s a fantastic opportunity to shape the future of AI in finance by working directly with Sage Intacct product managers.
Improved Invoice Matching in AP and AR
Managing payments and credits against invoices has just become simpler.
Match sequences are now assigned to invoices when payments or credits are applied, creating a clear relationship between them. This enhancement allows for better visibility and tracking using the Customer or Supplier Reconciliation report.
Note: This functionality requires some setup. If you'd like to configure it, we’re here to help.
Streamlined Tax Filing for Custom Tax Solutions
For businesses using custom tax solutions, Sage Intacct has introduced a new workflow to make tax submissions more efficient. This feature, now in Early Adopter, includes:
- The ability to track transactions for a selected period.
- Report generation for manual tax filing.
- A process to mark transactions as filed after submission.
This update is particularly valuable for those working outside Sage Intacct’s standard tax jurisdictions. If you’re interested, join the Early Adopter program to start benefiting from this workflow.
New Sage Intacct Accounting Specialist Certification
Boost your professional credentials with the Sage Intacct Accounting Specialist Certification. Tailored for customers handling financial transactions and reporting, this certification validates your expertise and lets you showcase your achievement with a certificate and badge.
If you'd like to learn more or discuss how these updates could work for you, don't hesitate to get in touch with me.
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