Find out more about our exciting rebrand:

We’re delighted to share more on our rebrand from Acuity Solutions to Acuity24. Here’s more information on why we decided to implement the change and what it means for the future… 

Why the Change?

As our business continues to grow, so do our ambitious plans to provide unrivalled support and consultancy on a global scale.

Our South African business is a leading business partner in the AME Sage Region, with a growing customer base across Cape Town and Johannesburg while our UK business continues to focus on growing our Sage Intacct customer base and delivering exceptional support for our Intacct and Sage X3 customers. 

With our business evolving, we’ve taken the opportunity to refresh our brand and our website to better-reflect our identity and enhance our customer service and support.

What are the Changes? 

Along with our change of name and brand, we’ve also redesigned our website to modernise the look and functionality of the site and to make our free, ungated content and resources easier to find, while improving the overall user experience. 

We’ve created a range of helpful content including “how-to” guides, video tutorials and more resources designed to help Sage Intacct and Sage X3 users get the most out of using the solutions, which we are adding to regularly. Our focus on creating useful and insightful content aims to provide visitors with an expansive library and a “go-to hub” for all things Sage Intacct and  Sage X3 support. 

Migrating the website also enables us to manage a single website for different regions where content and information differs slightly, so when you visit our site you’ll find relevant information to the region you are based. 

Share Your Thoughts…

We hope you find the website and content hub useful, informative and insightful and would love to hear your thoughts! Let us know your suggestions or recommendations for Sage Intacct and Sage X3 content you’d like to see and we’ll do our best to provide it in the future:

Having outgrown Sage 50, Just Digital were struggling with disjointed financial processes, slow reporting and difficulty tracking departmental P&L.

Since implementing Sage Intacct with us, they’ve automated workflows, utilised enhanced reporting and scaled the business with ease.

Read their story:    

Working with Acuity24

On working with us as their Sage Intacct partner, the finance manager stated:

“Our experience has been excellent. Acuity’s project management was top-notch and their consultants were knowledgeable and delivered on time.”

Get the most out of your solution with our Sage Intacct tips

When a business implements a new system, the need to get stuck in and continue with business as normal can take over.

As a result, teams often rush into using the software without properly getting to grips with everything it has to offer and how they can best use it to boost their business.

Even with our account managers and experts providing post-launch training to clients, things can be overlooked, and some businesses find that they aren’t using Sage Intacct to its full potential.

If that sounds familiar – whether you’ve just implemented the solution or you’ve been using it for a while – we’ve put together a few Sage Intacct tips to help you make the most of your best-in-class solution…

1. Utilise core modules

Most Sage Intacct customers make great use out of the General Ledger, Accounts Payable and Accounts Receivable modules, but often forget about or just neglect to utilise the other incredible modules available.

Sage Intacct also provides core modules for Purchasing, Order Entry, Cash Management, Prepaids and Collaborate.

With all the core modules set up and being used effectively, you’ll find productivity and efficiency within the business will soar!

2. Migrate data with CSV uploads and API’s

But with Sage Intacct, there’s no need for manual data entry to shift your records from your old system.

If your data is coming from a spreadsheet (or multiple spreadsheets) and consist of more than just a few lines, you should upload them as CSV files.

For transfers from another system, integrate them using the API to automate the entries and save yourself hours, if not

days of tedious data keying.

4. Get to know your modules

This should be one of the first things you do when you get up and running with Sage Intacct, but if you’ve been using the system for a little while, don’t panic – there’s still time to familiarise yourself with the system’s modules.

Roll your mouse of the module tab, click “Open Setup” and then click “configure” at the top right of the window.

5. Take advantage of operational data

Are you using Statistical Accounts to keep an eye on all non-financial tracking that you typically did within Excel before you implemented Sage Intacct in the business?

If you’re not familiar with Statistical Accounts, you can even track something as simple as headcount or customer count, and it can all be automated in Sage Intacct for budgeting and financial reporting.

For example, use headcount tracking to see the average revenue per employee, average expense per employee, or customer count for the sales cost average of customers.

6. Analyse the tasks you do outside the system

Are there any tasks that you’re doing outside of Sage Intacct that you could move into the system?

Look at each of them and see how you can improve the process. Not sure where to start? Consider expenses, transaction allocations, visual insights with Interactive Visual Explorer, and report building with Interactive Custom Report Writer.

Utilising these features in Sage Intacct will save your team valuable time and allow you to reallocate that resource to bringing in new business and speeding up other processes.

7. Don’t forget about reporting and dashboards

If you haven’t taken one of Sage’s reporting classes, it’s worth signing up to one to see the ROI you could achieve with a solid grasp on how to use reporting and dashboards in the system.

The classes trach you how to efficiently use the reporting functionalities to give you access to real-time reports, and how to make dashboards for yourself, executives, and other team members to save time in the long-run.

If you’re using the Interactive Custom Report Writer or Interactive Visual Explorer, you can also add those reports or visuals straight to your dashboard for quick, at-a-glance insights.

8. Collaborate with your Implementation Partner

The Account Manager or Channel Executive allocated to your business by your Implementation Partner will have your experience and overall satisfaction of the implementation process in mind.

Make sure you work with them and use their knowledge to ensure you have all the information you need to make the most of your system.

They can also make you aware of news and upcoming events, review your company goals and objectives, guide you to the resources you need, help you with training, and listen to any feedback you have on your solution or your experience throughout the process.

9. Pay attention to new feature releases

The Sage Intacct developers regularly release new features and improvements to make your job and use of the system easier.

It’s important that you keep an eye out for these releases and updates to you’re familiar with any changes, and most importantly any improvements that can make your processes within Sage Intacct even simpler.

10. Join the Community

The Sage Intacct community is an invaluable resource for users. Within the community, you can log cases, access past videos and webinars, ask other users questions, and see the latest release notes (discussed in point 9).

You can also gain access to the Sage Intacct Learning Membership – a suite of on-demand courses to learn more about modules and processes within the system, which you can access for one flat fee. For an additional fee, you can also attend live classes led by Sage Intacct instructors.

For more information on these services, to learn how to make the most of your solution, or if you’re considering a change in Sage Intacct Partner, get in touch.

Sage Intacct Training Videos

Sage Intacct’s Latest release of 2025 is here!

The second automatic update of the year hit your screens on May 9^th, 2025 with even more new features and updates to make the most of!

You may have already seen the announcement on your Sage Intacct homepage, where you can read more, in addition to our highlights below.   

Note: Some permissions have been added and changed to support the new features. New Permissions are automatically “OFF” by default and will need switching “ON” by you to use the features.

New Permissions include:

• Accounts Payable – Adjustments: Add, Post

Previously, only the Adjustments Add permission was required to import posted AP adjustments using CSV import. Now, the Adjustments Add and Post permissions are required.

• Accounts Receivable

AR sales invoices: Add, Post

Previously, only the AR sales invoices Add permission was required to import posted AR sales invoices using CSV import. Now, the AR sales invoices Add and Post permissions are required.

Adjustments: Add, Post           

Previously, only the Adjustments Add permission was required to import posted AR adjustments using CSV import. Now, the Adjustments Add and Post permissions are required.

• Projects, Time, and Expenses

Previously, Time and Expenses were a single application. Now, they are 2 separate applications that each have their own set of permissions. The separation has also impacted the Projects permissions, with some permissions moved to either the Time or Expenses permissions.

Projects and Time – My timesheets: List, View, Add, Edit, Delete

Previously, these permissions affected both the Projects and Time applications. Now, these permissions affect the Time application only.

Staff timesheets: List, View, Add, Edit, Delete

Previously, these permissions affected both the Projects and Time applications. Now, these permissions affect the Time application only.

Our 2025 R2 Release Highlights:

You may have seen the announcement on your Sage Intacct homepage, these are our top highlights!  

1. ***Authenticate and validate your custom email domain during May 2025***

Starting May 2025, ALL customers who send emails using a custom domain must authenticate and validate their domain with the enhanced email delivery service.

This is a non-negotiable requirement as we transition fully to the enhanced email delivery service. For further details on authenticating your emails, please see here.

2. Enhanced data import, to make your data imports simple

Importing data is a critical function for accountants and partners, and Sage are making it easier than ever with the new import service. Instead of sending your data into a “black box” and waiting for error reports via email, you now have a dedicated import workspace that provides real-time visibility and control for the following imports: Vendors for Accounts Payable, Customers for Accounts Receivable, Classes, Departments, and Locations for Company, Chart of Accounts and Statistical Accounts for General Ledger, and Assets for Fixed Asset Management.

Please read here: Sage Intacct import service—General availability

3. Enhanced control for voiding reconciled transactions  

This idea came from you!

A new warning has been introduced to give you further control over voiding payments, helping you to avoid unintended changes.

When you try to void a reconciled payment, manual payment, or AP advance, Sage Intacct notifies you that the transaction has already been reconciled. The notification allows you to make an informed decision on whether to proceed or cancel the operation.

This alert helps you maintain the integrity of your reconciled periods while giving you the flexibility to manage your transactions effectively.

This release does not change the rules of what you can and cannot void in a reconciled period. Only the warning message is new. To see how this works, visit – New warning when voiding a reconciled transaction.

4. External credits included in entity-level AR Statements

Previously, all external credits applied to transactions in the entity showed in the reports but only advances and overpayments showed in AR statements run at the entity level.

You can now align entity-level AR statement balances with your AR Ledger and AR Aging reports by showing credits that you applied from other entities.

When you select “show external credits” in AR statement filters, Sage Intacct includes any adjustments and negative AR sales invoices owned by other entities that were applied during the selected period.

5. Use User Types instead of users for AP Approvals

Sage have updated the way you add approval users to your AP purchase invoice approval policy to remove clutter from the Rule type list and make the approval policy easier to scan.

The Rule type column, which previously included rule types and users with AP purchase invoice approval permissions, now contains only rule types. To add a named user, select the new User Level rule type. Then, in the new User level column, select an approver from the list of users with AP purchase invoice approval permissions.

Already have named users as part of your AP purchase invoice approval policy? You’re all set! Sage Intacct automatically converts your named users to User Level rule types.

6. Inter-Entity AP Purchase bill back now support child locations

Inter-entity bill back now supports child locations of an entity, allowing you to create bill back AR sales invoices with more detailed location coding.

When creating an AR sales invoice using a bill back template, you can select a child location in the line items. Sage Intacct refers to the parent entity to find the associated supplier.

A corresponding AP purchase invoice is created in Accounts Payable for the supplier associated with the parent entity.

A few things to note for this update:

• All line item locations in an AR sales invoice must share the same parent entity when an AP purchase invoice back template is applied.
• The AP purchase invoice created in Accounts Payable shows the entity as the location, rather than the child location.
• As long as an entity record specifies an associated supplier, you can use that entity’s child locations for line items on AR sales invoices with bill back templates.

No additional setup is required to use child locations on AR sales invoices if you’re already set up for inter-entity bill back.

7. Enhanced controls when reversing a reconciled AR advance

This idea came from you!

There is also a new warning feature to enhance your control over reversing advances and help you avoid unintended changes to your reconciled periods.

When you try to reverse a customer advance, Sage Intacct notifies you that the transaction has already been reconciled. The notification allows you to make an informed decision on whether to proceed or cancel the operation.

To see how this works, visit – New warning when reversing a reconciled advance

8. Speed up your credit card reconciliations with the new credit card bank transaction assistance file import

Import credit card transactions for reconciliation. Control who imports bank transactions with a new permission and view a list of all import activity for added insight. Multiple file formats are supported, which gives you extra flexibility.

This import experience also works with Bank transaction assistant.

Details

Import CSV, QIF, XLS, XLSX, OFX, CAMT.053, BAI2, and ASO files. To ensure a smooth import process, make sure that your file is formatted correctly.

For CSV, XLS, and XLSX files, specify whether your file displays amounts in two columns (money in and money out) or one column (positive and negative amounts appear in this column). You select a 3 column or 4 column file type, respectively. There are also additional columns to add for even more insight into transactions.

9. Classic Import for reconciliation is retiring

Since 2024 Release 2, Sage have been enhancing the bank transaction import process to boost your efficiency. Many have already switched to the newer Bank transaction assistant file import experience and are enjoying its benefits. However, some are still using the older Classic import method.

This is an announcement that they plan to retire the Classic import method no earlier than May 2026. Keep an eye out for an update about the specific date in an upcoming release. If you have not made the switch yet, now is the time to do so. Transitioning to the new method will allow you to take full advantage of the latest features we offer.

This change does not impact any custom integrations that use the Intacct API. For further details please see – Classic import for reconciliation is retiring.

10. Manage your fixed assets with custom depreciation policies

Sage have added two new depreciation methods to help you comply with financial and tax regulations in Australia, Canada, South Africa, and the United Kingdom:

·        Custom declining balance with true-up (CDBT)

·        Custom declining balance without true-up (CDB)

These methods allow you to customise the depreciation rate applied to assets under a declining balance method, providing greater flexibility when managing your assets.

Details

·        User-defined depreciation rate: When using a custom method, a new field called Depreciation rate is available on depreciation rules. You can select a rate from 1.00% to 100.00%.

·        Calculation: In general, depreciation amounts are calculated using the following formula:
(Asset cost − Salvage value − Accumulated depreciation) * Depreciation rate

·        With true-up: For the custom declining balance with true-up method, the remaining depreciation is applied in full in the final period, instead of being multiplied by the depreciation rate. This ensures that the entire depreciable cost is trued up and accounted for in the schedule.

·        Without true-up: For the custom declining balance without true-up method, the depreciation rate is applied throughout the asset’s entire useful life. Any remaining depreciation at the end of the asset’s life is treated as a loss upon disposal.

To find out how to set this up go to: Custom declining balance depreciation methods.

11. Post permissions required when importing non-draft AP posted adjustments and Non-draft AR sales invoices and adjustments

Users importing posted AP adjustments must have Adjustments: Add, Post permission. Users without Post permissions can import adjustments as drafts, as long as they have Add permissions. Users importing posted AR AR sales invoices must have AR sales invoices: Add, Post permissions. Users importing posted AR adjustments must have Adjustments: Add, Post permission. Users without Post permissions can import AR sales invoices and adjustments as drafts, as long as they have Add permissions.

Coming Soon!

Automated transactions streamlined for AP Automation with Purchasing—Early Adopter

Boost efficiency by combining AI-powered transactions with the flexibility of the Purchasing application. You can now automate transactions that do not have a source match defined, for example, PO purchase invoices that do not start with purchase requisitions or orders.

If you’d like to be considered for the Early Adopter programs for automated transactions without matching, sign up today.

Record customer refunds—Coming soon!

This idea came from you!

We’re excited to announce the ability to record customer refunds, coming soon to Accounts Receivable. Customer refunds streamline your refund management process, ensuring that the refunds that you initiate outside of Sage Intacct are accurately documented and the refunded credits are cleared. Eliminate the tedious step of creating balancing adjustments for refunded credits. Instead, record the amount refunded and pay available credits simply by selecting them.

Customer refunds offers the following benefits:

• Increased reporting accuracy: Up-to-date customer balances keep your financial reports on track.
• Tidier books: Close out credits easily and effectively, maintaining clean and organized financial records.
• Easily resolve inactive accounts: Efficiently refund and zero out accounts for customers who have credit balances with no planned future invoices.
• Refund audit trail: Provide a clear audit trail for all refunds, enhancing transparency and accountability.

Customer refunds is currently available as part of a limited Early Adopter program for selected customers only but we look forward to it coming to customer more widely over the coming releases.

No more spoilers!

The above are a few of our favourite changes in the latest release. More details can be found on all of these plus more when you login to your Sage Intacct homepage,  Alternatively, you can find further information by joining us at our Learning lab on Thursday 22^nd May @12pm, Register Here Registration or Click Here to read more about Release 2 2025.

Should you want to discuss any of the changes or have any question please feel free to send us a message at customersuccess@acuity24.com  or call us on 01932 237110.