Sage Intacct Release Notes

Release 26.24.04 – June 10th, 2026

• Credit Memo Checkout Improved
  The Credit Memo feature has been updated to ensure only relevant AR Adjustments are shown during checkout. This fix allows for smoother payment processing, especially when using multiple credit memos.

Release 26.23.1 – June 1st, 2026

• Improved Payment Posting Process
  We have enhanced the payment posting process for Sage Intacct customers. This update reduces the need for manual intervention when posting payments, ensuring a smoother experience.
• Import Paid Invoices Now
  You can now import paid invoices into Sage Intacct without them being filtered out. This improvement helps maintain accurate records and prevents orphaned invoice entries.

Release 26.22.1 – May 26th, 2026

• Payment Processing Fix
  We resolved an issue that caused certain payments to fail due to currency mismatches. Merchants can now expect smoother transaction experiences with successful payment processing.
• Accurate Autopay Notifications
  We fixed an issue where autopay reminders were sent with incorrect payer data. Merchants will now receive accurate notifications when autopay payments are rejected, enhancing communication clarity.

Release 26.20.4 – May 14th, 2026

• Enhanced Checkout with Credit Memos
  Merchants can now view and apply available AR Credit Memos during the checkout process. This feature helps reduce outstanding invoice amounts seamlessly, improving the overall payment experience.

Release 26.18.4 – April 30th, 2026

• Improved Transaction Processing
  We have resolved an issue that caused incorrect owner assignments during transaction processing. This enhancement ensures that your transactions are handled more reliably moving forward.

Release 26.16.3 – April 15th, 2026

• Improved Autopay Processing
  We have resolved an issue that prevented some autopay jobs from executing. This enhancement ensures that all accounts can now process autopay jobs smoothly, improving your overall experience.

Release 26.15.4 – April 9th, 2026

• Improved Editing for Payment Experiences
  Merchants can now successfully edit and preview their custom Payment Experiences in the Sage environment. This enhancement ensures that all features function as intended, improving the overall user experience.

Release 26.14.2 – March 31st, 2026

• Improved Invoice Deletion
  The invoice deletion feature in Sage has been fixed to prevent errors, allowing all merchants to delete invoices smoothly without crashes.
• Fixed Email Notifications
  Email notifications for paid invoices will now display correctly, ensuring merchants receive accurate updates and reminders about their invoices.

Release 26.13.2 – March 24th, 2026

• Enhanced Invoice Management
  Merchants can now update reversed invoices within the Sage ERP integration. This improvement allows for better management of invoices, streamlining financial operations.
• Persistent Invoice Selection
  Merchants can now maintain their invoice selections across multiple pages in the Receivables tab. This makes it easier to manage bulk invoice actions efficiently..

Release 26.11.2 – March 10th, 2026

• Future Invoice Date Collections Enabled
  You can now manage collections for invoices dated in the future. This enhancement allows for better operational efficiency by ensuring that collections reminders are triggered for all eligible invoices.
• Automated Refund Accounting Integration
  Refunds processed through the Paystand platform will now automatically update your Sage accounting entries. This streamlines your accounting process and reduces the risk of reconciliation issues.

Release 26.10.3 – March 4th, 2026

• Token Capture for Customer Payments
  Merchants can now capture and assign payment tokens to specific customers during the payment process. This improvement enhances clarity and efficiency in managing multiple customer invoices.
• Improved Email Configuration for Requests
  The AR Advanced Request emails now feature an editable 'To:' field, ensuring that email recipients are accurately displayed. This enhancement helps prevent delivery issues and improves communication reliability for merchants.

Release 26.09.4 – February 25th, 2026

• Improved Email Delivery
  We have enhanced email delivery for merchants using Sage, ensuring that emails are correctly sent and received. This improvement will lead to better communication with your payers.

Release 26.09.2 – February 25th, 2026

• Improved Invoice PDF Naming
  Invoice PDF attachments will now be named using the Invoice ID, making it easier for payers to identify invoices in their accounting systems. This change enhances clarity and reduces confusion.
• Email Filter Accuracy Improved
  The filter for All Multi-Account Payers on the Receivables page has been corrected to accurately search by the configured email address. This ensures merchants can effectively locate receivables based on the intended email recipient.

Release 26.08.4 – February 18th, 2026

• Enhanced Autopay Reminder Emails
  Autopay reminder emails will now include the corresponding invoice PDF as an attachment. This allows you to easily review invoice details before payment, reducing confusion and support inquiries.

Release 26.08.2 – February 16th, 2026

• Simplified Payment Experience Setup
  We have introduced a new Customer-level Payment Experience selector to streamline how you configure payment experiences. This change consolidates settings into a single location, making it easier for you to manage your payment options.

Release 26.07.4 – February 12th, 2026

• Improved Transfer Reconciliation
  We have implemented an automatic retry feature for transfer reconciliation requests. This enhancement will help resolve transfer issues more quickly, reducing the need for manual intervention.

Release 26.06.4 – February 4th, 2026

• Enhanced Transactions CSV Export
  The Transactions CSV export now includes a new field for payment origin and the user who processed the payment. This update provides greater visibility and control over payment processing activities.
• Multiple Customer Emails for Reminders
  You can now use multiple email addresses for receivable reminders, ensuring all intended recipients receive notifications about outstanding invoices. This enhancement improves communication and helps with payment collection efforts.

Release 26.04.3 – January 20th, 2026

• Accurate Payment Confirmations
  We have resolved issues with payment confirmations for Sage customers. Now, confirmations will accurately display the correct payment ID and transaction date, improving clarity and reducing reconciliation errors.

Release 26.04.1 – January 20th, 2026

• Improved Email Settings for Collections
  Merchants can now choose the email address used for Collections communications, enhancing flexibility in managing reminders and statements. This update helps reduce failed reminders by ensuring the correct email is used.

Release 26.02.2 – January 5th, 2026

• Improved Action Button Functionality
  Action buttons in the Receivables table are now only enabled when a receivable is selected. This prevents confusion and ensures that merchants can only perform actions when appropriate.
• Automatic Payer ID Synchronization
  New Sage Intacct customer records will now automatically sync their payer ID with the Paystand platform. This ensures that payment tokens are correctly linked to accounts, simplifying the onboarding experience for new merchants.

Release 25.52.2 – December 22nd, 2025

• Payment Processing Issue Resolved
  A bug that caused some payments to fail has been fixed. This improvement ensures that Sage customers can now process payments smoothly, enhancing their overall experience.

Release 25.51.3 – December 16th, 2025

• Autopay Settings Saving Fixed
  Merchants can now successfully save their Autopay preferences without losing data. This improvement enhances the user experience by ensuring that settings remain intact.
• Checks Status Display Improved
  Checks that are 'In Review' have been moved to a separate tab, reducing confusion. This helps merchants manage their transactions more effectively by showing only finalized checks in the Overview tab.
• Collection Plans for New Customers
  New customers will now automatically be assigned to collection plans, ensuring overdue invoices are managed effectively. This change improves the collection process for all new Sage customers.

Release 25.51.2 – December 16th, 2025

• Improved Payment Processing
  We have enhanced payment processing for Sage users, ensuring smoother transactions and better synchronization of customer records. This improvement will lead to a more reliable experience when managing payments.

Release 25.50.2 – December 8th, 2025

• New Tooltip for Collection Dates
  A new tooltip labeled 'Next send' has been added in the Customer tab. This feature provides scheduled send information, helping you stay organized and streamline your collection processes.

Release 25.49.3 – December 2nd, 2025

• Improved Invoice PDF Access
  Merchants can now view and download Payable Invoice PDFs in the Payer Portal without encountering errors. This enhancement streamlines the management of payables and improves overall workflow efficiency.

Release 25.39.2 – September 23rd, 2025

• “Request Token” Button Not Working
  Fixed a bug where clicking the “Request Token” button for a Sage customer failed to generate a token email. The flow now executes as expected, and token links are delivered successfully.

Release 25.38.4 – September 18th, 2025

• AR Advance – Display Project ID Instead of Project Name
  The AR Advance form now displays Project ID in the dropdown instead of Project Name. This ensures consistency with Sage conventions and aligns with merchant expectations.
• Multi-Currency Presentment – Support for INR, ZAR, and SGD
  Sage merchants can now present invoices and collect payments in Indian Rupees (INR), South African Rand (ZAR), and Singapore Dollars (SGD). Settlement occurs in USD. This unlocks new global opportunities while preserving reconciliation in base currency.

Release 25.37.4 – September 11th, 2025

• Send Reminder Not Working for Secondary Email
  Fixed an issue where “Send Reminder” failed when Sage Email Settings were configured with a secondary email address. Reminders are now successfully delivered to secondary emails, with behavior consistent to primary email reminders.

Release 25.36.4 – September 10th, 2025

• Send Reminder Bug – Secondary Email in Sage Email Settings.
  Bug fixed- Merchants can now send manual reminders if the select to email address is customer secondary email
• Request token Bug- Released
  Bug fixed- Merchants can now send a request token for if the select to email address is customer secondary email

Release 25.37.1 – September 8, 2025

• Sync Issues with Manual Check Deposits
  Resolved an issue where manually created check deposits in Sage were not updating corresponding invoices in Paystand. This caused confusion for payers and led to duplicate payments and erroneous collections. The fix ensures invoice statuses now reflect correctly when deposits are manually entered.

Release 25.35.2 – September 4th, 2025

• Help Center Info Icons: Added to Sage Email Settings and Customers as Projects.

Release 25.34.4 – August 28th, 2025

• Account Labels – Separate from Dimensions
• Resolved Missing Sage Permissions for Invoice Reversal

Release 25.33.2 – August 19th, 2025

• Bill To—Bug Fixes: We address issues identified after release, including a bug where dropdown selections do not properly filter the invoice list.
• Customer Filter Results-Bug: Fixed an issue where the collection plan displayed incorrect or empty data. Delivered to production
• Collections & Invoices – Schedule Update: Changed the processing time to 15:00 UTC. 

Release 25.32.4 – August 7th, 2025

• AR Advance with Project ID
  Project ID when processing an AR Advance
• Open Invoice Reminder – Monthly Scheduled Cadence:
  Enables automatic email notifications when a new user is added from the User Management section, ensuring they are informed and able to log in or reset their password

Release 25.31.2 – July 29, 2025

• Customer Activities – Comments & Pinned Notes Now Available
  The Customer page now includes an Activities section available to all merchants using the Customers tab, across all integrations. Internal teams can post comments, sort by date, and pin key notes to the top, helping everyone stay aligned with important customer context.

Release 25.30.4 – July 24, 2025

• Merchant Self-Service for Missing Dimension Values
  Introduced a banner alert and guided resolution flow for Sage when the cash application fails due to invalid or missing dimensions. Users can now directly review and correct dimension mappings via Integration Settings.

Release 25.29.2 – July 15, 2025

• Auto-Sync for Missing Receivables
  Introduced a new auto-sync mechanism that helps identify and recover missing invoices between Sage Intacct and Paystand. This ensures invoice data stays current and reduces the need for manual syncing.
• Payment Application Stability
  Resolved a race condition in the AR Adjustment flow when applying payments with fee splits. This fix improves the reliability of the cash application process and prevents occasional sync errors.
• Restrict Logo Redirect URL to V5 Checkout
  The Logo Redirect URL field in the Payment Experience settings is now only available to merchants using Checkout V5.