If you caught Part 1 of our Sage Intacct 2025 R3 series, you already know this release is packed with automation and intelligence from the new Close Workspace to Enhanced Lists and more efficient purchasing.
Now, in Part 2, we’re diving into the lifeblood of every finance operation: Accounts Payable (AP) and Accounts Receivable (AR). These updates are all about keeping your cash moving, your workflows humming, and your team out of the weeds. Let’s take a look at what’s new in Sage Intacct 2025 R3 for AR and AP automation and why your finance team’s about to breathe a little easier.
Delegate Bill Approvals
Vacations shouldn’t stop the workflow. With delegate bill approvals, approvers can now assign someone else to review and approve bills when they’re away. Your team won’t need to chase signatures or wait on stalled approvals. These AP automation updates will keep your bills moving and your vendors happy.
Streamlined Vendor Payments with MineralTree
This AP automation one a big deal. The new MineralTree integration brings end-to-end vendor payment automation directly into Sage Intacct. You can now:
It’s secure, it’s seamless, and it’s the kind of AP automation that saves serious hours each month. In fact, automated payment systems are saving finance teams an average of 500 hours per year or about 10 hours per week, according to surveys of over 5,000 businesses. That’s the time your team gets back to focus on strategy instead of spreadsheets.
Pay Bills from Vendor Lists
Simple, but smart. You can now pay vendors directly from the Vendors List screen. Each vendor now includes a Pay option. Click it, and a Pay Bills window pops up showing all open bills for that vendor.
No extra navigation, no digging through menus, just faster payments and fewer clicks.
Apply Payments Directly from the Customer List
On the flip side of AP automation, Accounts Receivable gets its own time-saving upgrade because getting paid should be just as smooth as paying out. Just like AP’s new “Pay from Vendors List,” you can now apply payments right from the Customers List. Click the Apply payment option next to a customer, and a Receive Payments window pops up with all their open invoices.
It’s intuitive, efficient, and cuts out the constant back-and-forth between screens, and the data backs this up with businesses that implement AR automation seeing processes run up to 87% faster than manual methods.
Import Large-Volume Bill Back Transactions
If your team manages high-volume billing, you’re going to like this update. You can now import multiple bill back invoices at once using the updated AR invoice CSV template. Simply add the bill back template ID to the new column, and Sage Intacct automatically creates the corresponding bills during import. What used to take hours of manual entry now takes… frankly, minutes.
Smarter Credit Application
You spoke. They listened. New features for applying credits during payment receipt were also introduced in this release. Sage built this enhancement directly from your customer feedback. These updates simplify how credits are applied, reduce clicks, and streamline the entire AR process. It’s all about improving usability. It’s the small tweaks that make a big difference in daily workflows.
These AR and AP automation improvements may sound small if you look at them one-off, but when put together, they tell a bigger story: Sage continues to show us they value automation, usability, and time savings for their users. Automating finance processes leads to an 82% faster invoice processing time (3.1 days vs. 17.4 days manual), along with 78% lower processing costs and 50% less time spent on supplier inquiries. Clearly, automation isn’t just about making your finance team’s life easier. It’s also about making your AR and AP workflows stronger and more reliable.
From approvals that don’t stall when someone’s out, to faster vendor payments, to simplified cash application, Sage Intacct 2025 R3 helps teams move money (and time) more efficiently and accurately than ever. These updates hit right where finance leaders are investing: smarter systems that actually increase the bottom line.
That’s a wrap on Part 2 of our Sage Intacct 2025 R3 coverage, where we focused on AR and AP improvements that make cash management faster, easier, and smarter. If you missed Part 1, go back and check out our breakdown of Close Workspace, Enhanced Lists, and More Efficient Purchasing and Document Management. You’ll see how all these updates connect to create a more intelligent, automated finance experience.
We’ve only scratched the surface of the many new features and improved functions throughout the software. If you want to do a deeper dive into these updates and more, contact us anytime. We’re happy to help you get the most out of your Sage Intacct solution.
