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Elevate your Sage Intacct: Q1 2026 release

Julie Schilz
Mar 03, 2026

The Q1 2026 Sage Intacct release delivered practical enhancements across accounts payable, purchasing, order entry and the general ledger. This webinar walks through the updates — and how to put them to use immediately.

Featured enhancements:

  • Pay Bills and AP automation, including line-level matching for more accurate invoice coding.
  • Line-level approvals in Purchasing for early adopters — and any organization that needs greater control.
  • Invoicing by customer billing group for recurring billing scenarios.
  • Mass project and grant updates directly in the use interface (with appropriate permissions).
  • New GL reconciliation match numbering to speed reviews and troubleshooting.
  • Expanded dynamic allocations capabilities to simplify rebooking.
  • Updates to bank reconciliation, including document number entry for interest and charges.

We also look at “hidden gems” from prior releases that you may have missed.

Whether you’re focused on improving day-to-day workflows, tightening controls or uncovering underused capabilities, this session will help you elevate Sage Intacct.

Author(s)

Julie Schilz
MBA, Manager, Wipfli Advisory LLC

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