This release went live on the evening of May 13, 2022.

Accounts Receivable

Create Dunning Level Definitions

You can now create dunning notifications to send to customers. Dunning notices allow the collection of payments after the invoice is due. You can also use Dunning notices to track the previously sent email notices that have already been sent to customers.

You can also set Dunning level rules for any combination of minimum/maximum days or amounts for which to send dunning notifications. You can define dunning levels to trigger specific email or print templates associated with a particular level to be sent to customers.

Note that emails and print dunning notices are sent using the Intacct UI.

You can also set a default currency to use for Dunning Notifications based on the location of the company.

For more information, see:


Create project contracts that are integrated with change management and billing

A new Project Contracts feature has been added to Sage Intacct to meet the contract and billing needs of construction projects. Project contracts include many new capabilities that are fully integrated with existing Sage Intacct functionality in the areas of projects, timesheets, invoicing, and more.

Some of the new project contract capabilities are:

  • Create more than one contract per project.
  • Create one or more contract lines for billing purposes and allow each contract line to be set to a specific billing type:
    • Progress billing:
      • Each contract line has its own billing value.
      • Billing value can be updated by price changes from project change orders.
    • Time & Materials billing:
      • Cost plus to max.
      • Unlimited costs billed to customer.
      • Costs limited to contract line price.
      • Universal rate tables that can be applied to contract lines for markup or pass-through purposes.
    • Special fields and totals tracked on the project contract and contract line.
    • Hold retainage on each billing.
    • Task mapping - map one or more tasks to a project contract line to group T&M expenses for project contract billing.
    • Produce an AIA G702-703 type bill.

The new API objects for Project Contacts are:

Integration with project contacts has been added to:

Use rate tables for efficient, standardized contract billing

Rate Tables let you define markup or discount rates and prices for specific types of construction-related expenses. You can use these rate tables with Time & Materials billing to set markups to match your business needs. You can define rate tables for each of these expense areas and apply them to project contract lines:

  • Timesheet Entries
  • Purchase Order Entries
  • Account Payable Entries
  • General Ledger Entries
  • Credit Card Entries
  • Employee Expense Entries

For more information, see Rate Tables.

New employee timesheet options to bill by position, class, shift, and union

Sage Intacct now includes several new objects related to employee labor that you can use on timesheets and as the basis for billing rates in rate tables:

Control the post of updates to GL budgets from project estimates and project contracts

Construction projects sometimes have a need to control when updates post to GL budgets, or to show change orders that fall within a specific billing period when applying for payment. New fields have been added to change requests and project change orders to make this possible:


Support for perpetual terms

To better support business-to-customer (B2C) contracts, a new perpetual (Evergreen) term type is available for contracts.

The new TERMTYPE parameter lets you specify whether you want a termed or Evergreen contract. For a termed contract, an end date is required. For an evergreen contract, an Evergreen template is required.

By default, lines for an Evergreen contract have their RECURRING flag set to True.

See the TERMTYPE and EVERGREENMACRO parameters for the following contract functions:

See the RECURRING parameter for the following contract-line functions:

Create invoices using policies

You can now create invoices using policies through the Contract Invoice Policy object (note that this object used to be named Contract Invoice Filter Sets).

Using the Contract Invoices object, you can reference a specific policy using the POLICYNAME field.

For more information, see:

Data Delivery Service

Ability to select filters, fields to return, and field order

The runDdsJob request now accepts an optional query parameter that allows you to limit the data to only objects that match a filter, and specify the fields that you want included in the data and the order of the fields. The documentation now includes a list of aggregated objects and common fields that can be used for filtering those objects.

General Ledger

Journal entry transaction source marked for bank transactions

An optional TRANSACTIONSOURCE parameter has been added to journal entries to identify the source of each entry. The value is set to BANK for entries that are created from bank transactions.

Create Journal Entry

Run standard reports asynchronously

To increase efficiency and reduce timeouts, the Get Account Balances by Dimensions report can now be run asynchronously, and the report retrieved when it is complete.

Get Account Balances by Dimensions, Asynchronous

Inventory Control

Inventory Work Queue Orders and Inventory Work Queue Details

Fulfillment is the process of taking a sales order through shipping and invoicing.

The new Inventory Work Queue Orders and Inventory Work Queue Details features allow for organizing which orders get processed first, kinds of items being shipped, the ability to fulfill the entire order, and so on.

The Work Queue Orders object (INVENTORYWQORDER) allows for a high-level querying of which items are on hand, which items are available, allowing for items to be held, and tracking the pick and pack containers in which items are shipped.

The Inventory Work Queue Details object (INVENTORYWQDETAIL) allows for a detailed listing of items in your inventory, and whether or not the product is paused within the fulfillment workflow.

For more information, see:

Include non-inventory items in inventory

The addition of an ENABLEFULFILLMENT parameter to ITEM objects allows non-inventory items to be visible in inventory so that they can be added to kits.

The new parameter has been added to these operations:

Inventory tracking for stockable kits and components

Stockable kits and/or their components can now be tracked for inventory management and tracking purposes as stockable kits are built and disassembled. A Build Kits transaction will decrease component stock from specified inventory locations and increase the number of stockable kits in inventory. A Disassemble Kits transaction reverses the inventory changes.

See Stockable Kit Transactions for more information.

API support for Inventory Cycle Counts

This release adds initial API support for working with inventory cycle counts, including the ability to create cycle counts, add items to be counted, and update item quantities after the count.

See Inventory Cycle Counts for more information.

Tax Schedules

Setting the default tax solution and tax schedule for contacts, vendors, or customers (AU, GB, and ZA only)

You can now set a default tax schedule for contacts, vendors, or customers using the TAXSCHEDULE and TAXSOLUTIONID fields.

With this update, you can set the tax information for contacts, vendors, or customers to a default value that will be used on Accounts Receivables and Account Payable transactions. This would avoid the need for manual entry of a tax solution for these types of transactions.

For contacts, vendors, and customers, you can set the default tax schedule through the respective APIs to be applied to all AP or AR transactions. The default tax schedule can be overridden through the UI for a particular contact, vendor, or customer if needed.

This feature is supported in both the legacy 2.1 and updated 3.0 APIs.

For more information, see:

Provide feedback