This release is scheduled to go live on the evening of August 18, 2017 Pacific Time.

New AP Payment object

This release brings the new AP workbench, only available in Sage Intacct Action, the new user interface. Accompanying the workbench is the new AP Payment object, APPYMT. The API functions for APPYMT let you apply line level credits and discounts for payments, which you cannot do with the existing payment functions. Each credit or discount is stored in an APPYMTDETAIL object owned by the APPYMT object. You can update a payment to add or delete APPYMTDETAIL instances, and you can update the APPYMT object itself, such as by changing the state from draft to posted, changing the bank, and so forth. See the API reference and entity relationship diagram for more information.

The new APPYMT object corresponds with the new Accounts Payable > Pay bills functionality in the Sage Intacct UI, not to be confused with the existing Accounts Payable > Select Bills to Pay functionality.

General Ledger balances

The get_accountbalance and get_trialbalance API functions now support the dimension and reporting book filters already available when running account balance and trial balance reports from the user interface. The response data for these functions also includes the reporting book and currency as well.

Before these filters were available, integration partners had to use the readByQuery API function on the GLACCOUNTBALANCE object for getting comparable information. Because GLACCOUNTBALANCE is the lowest level detail in the system (limited to budgetable periods), such queries might produce hundreds of thousands of records, making it difficult to get basic balances. With the new filters, you can easily get a trial balance for your consolidation book, or look up that one project’s expense account balance on a certain date.

Make sure to check out the Account Balances and Trial Balances API reference pages.

Warehouse transfers

You can now move inventory from one warehouse to another in a single transaction with the Warehouse Transfer object, ICTRANSFER. Before this release, you had to manually create both a transfer-out transaction and a transfer-in using create_ictransaction. Check out the API reference for more information.

Audit trail

The getAuditTrail API function used to require that you set the record’s unique name in the objectKey field, which was problematic because record names take different approaches in objects across the system. You can now provide the record number in the recordNo field instead. Check out the API reference for more information.

Order Entry, Purchasing, and Inventory transactions

Previously, the update functions incorrectly allowed you to change the document number on Order Entry, Purchasing, and Inventory transactions. This is no longer allowed.

More support for attachments in Smart Events and Smart Rules

The SUPDOCID merge field that identifies attachments can now be used in Smart Events and Smart Rules on the following objects:

  • Bills
  • AP adjustments
  • Invoices
  • AR adjustments


Version 2 of the Sage Intacct SDK for PHP is now available. Make sure you check out the updated overview and guides that accompany this.

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