Sage Intacct features most companies aren't using (but should be)

If you've been live on Sage Intacct for a while, there's a good chance your team has settled into workflows that work — but aren't taking advantage of everything the platform can do. Sage releases updates four times a year, and it's easy to let those updates scroll by without fully understanding what's new or what it means for your team.

Here are three features — including several new in R2 2026 — that most finance teams either don't know about or haven't fully implemented yet.

1 Customer refunds through Accounts Payable New in R2 2026

Before R2 2026, processing a customer refund in Sage Intacct required manual workarounds — most teams were issuing a credit memo in AR and figuring out the payment side separately, often outside the system or through a journal entry.

Accounts Receivable now lets you create refunds that automatically generate linked Accounts Payable bills for payment processing. Your AR team initiates the refund, and the system creates the corresponding AP bill so your AP team can process the payment — with full traceability across the refund, the bill, and the payment.

If your team has been handling refunds manually, this is worth enabling right away.

2 Updating GL account numbers without starting over

Maintaining an elegant chart of accounts is an ongoing challenge. You designed it thoughtfully at implementation — but over time, accounts get added in the wrong range, and what was once clean becomes cluttered.

The ability to update account numbers directly in Sage Intacct (released in R4 2023) lets you correct and reorganize your chart of accounts without losing historical data. When you update an account number, most of the system updates automatically — including dimension relationships between items and GL accounts.

But there are important things that don't update automatically and need attention:

• Account groups — not automatically updated when an account changes. If your dynamic ranges don't cover the new number, you'll need to update them manually or reports will be wrong.
• Allocations — Sage Intacct Allocations rely heavily on account groups for both basis and source pools. When groups are updated, allocation definitions need updating too.
• Smart Rules and Smart Events — any rules or triggers that reference the old account number will need to be updated to fire correctly on the new one.

3 Fixed Assets Management just got a major upgrade New in R2 2026

Fixed assets has historically been one of the most manual, error-prone areas of the month-end close. R2 2026 delivered a substantial set of improvements that directly address that.

Summarized depreciation postings

Previously, every asset generated its own depreciation journal entry — which for organizations with large asset registers meant thousands of lines clogging the general ledger every period. You can now group depreciation entries by GL account and dimensions into a single summarized posting. For teams that spend time reconciling depreciation, this alone can meaningfully reduce GL volume and close time.

Asset splitting

You can now split one existing asset into up to 20 independent assets without losing depreciation accuracy or history. This is useful when a capital project needs to be broken out after the fact, or when assets were originally entered incorrectly and need to be separated.

Reverse depreciation postings

When depreciation errors happen, you can now reverse posted entries directly within Fixed Assets Management. Reversing creates an offsetting journal entry and preserves the original posting — giving you a clean audit trail rather than requiring manual GL adjustments or deletions.

More flexible CIP capitalization

Construction in Progress assets now have more control over when and how capitalization happens. You can specify a capitalization date that aligns with your accounting timelines, and revert a capitalization if you need to make changes — previously capitalization always used the current date and couldn't be undone.

The bigger picture

Most Sage Intacct users are running on a fraction of what the platform can do — not because they don't want to use it, but because no one has reviewed the system since go-live. Four releases a year adds up fast, and without someone looking at each one against your specific workflows, valuable features go unnoticed.

If you're not sure whether your setup is taking advantage of what Sage has released — or suspect your chart of accounts, dimensions, or fixed asset workflows could use a tune-up — that's exactly the kind of conversation we have with clients.