Sage Intacct Construction 2025 Release 3 brings a host of new features and enhancements designed to streamline project management, improve reporting, and simplify workflow for construction businesses. From faster change request processing to enhanced work-in-progress management and improved purchase order visibility, this release equips teams with the tools they need to manage projects more efficiently and make data-driven decisions with confidence. Explore the highlights of this release to see how these features can streamline your processes.
Sage Intacct Construction 2025 Release 3 highlights Include:
- Import change requests
- Improved change request grid with entry reordering and line numbers
- Add standard tasks to a project quickly
- Purchase order document template now includes primary document summary and details
- Support for subtotals on purchasing change orders
- Specify a primary project estimate forecast for quick access
- Prefill project on change request entry
- New import service for work in progress (WIP) management
- Automatically populate missing dimensions on Project contract line entries
- Enhancements in Sage Intacct Paperless
Import Change Requests
With this new release, you can now download a template and import change requests directly from the Change Request list or the Company Setup checklist.
Previously, change requests could only be entered manually, one at a time. This new feature saves time and reduces data entry errors.
Improved Change Request Grid with Entry Reordering and Line Numbers
Change requests often require adding new tasks and materials. The updated grid lets you organize entries by task or workflow, improving clarity and communication on printed documents for approvers. Previously, additions were automatically appended to the end of the list.
Key features of the improved change request grid include:
- Drag-and-drop reordering: Use the new drag handle (hamburger icon) to move entries to the desired position in the grid.
- Consistent print order: Printed documents now reflect the order shown in the grid, thanks to the addition of line numbers.
Add Standard Tasks to a Project Quickly
You can now add multiple standard tasks to a project at once using the new Add to Project bulk action on the Standard Task Catalog page. This feature streamlines the process, saving time and reducing repetitive data entry.
How it works:
- Go to the Projects Standard Task Catalog.
- Select the tasks you want to add to a project.
- Choose Add to Project, then select the project name from the dropdown list.
- Click Save to apply the tasks to the project.
Purchase Order Document Template Now Includes Primary Document Summary and Details
Purchase Order templates can now include additional information to improve visibility and traceability:
- Primary Document Summary: Provides a concise overview of the associated primary document.
- Detailed Breakdown: Includes key information such as document type, reference number, and important dates.
Subtotal behavior is now aligned between source documents and change order documents, ensuring consistency across all records.
Change Order Configuration
When creating a change document, a new Change Document Options section allows you to sync subtotals with the associated source document. This ensures consistency and accuracy across all related documents.
Change Order Information on Subcontracts
On the Change Documents tab of the source document, select Show Details to view a complete breakdown of both draft and posted subtotal details for the change order.
Posted Change Order Subtotals on Subcontracts
Change order details for a purchase order now appear on the header, providing improved visibility and easier reference for approvers and project managers.
Tax Handling for Change Orders
When a source line is modified, the tax schedule and tax details are automatically copied and locked on the corresponding change order line.
New lines added through a change order can have different tax settings, which are carried over to the source document without affecting the original subtotals.
Specify a Primary Project Estimate Forecast for Quick Access
You can now designate a specific estimate as the Primary Project Estimate Forecast, making it easier to access and reference. Forecast reports present project data in different formats and time periods, providing insights into potential outcomes. By relying on historical data, these forecasts help ensure projects stay on time and within budget. The new Primary Forecast checkbox is available on project estimates, allowing you to set one estimate per project as the primary forecast. To apply it, simply select the Primary Forecast checkbox in the Estimate Information section of the Project Estimate page.
Prefill Project on Change Request Entry
With Release 3, creating change request line-item entries is now faster and more efficient. The Project field in the Entries section automatically populates with the project defined in the header of any change requests created after this release. If needed, you can override this value and select any of the subprojects associated with the header project.
New Import Service for Work in Progress (WIP) Management
Importing data to WIP schedules is now faster, more accurate, and easier with the new import service. Instead of sending your data into a “black box” and waiting for error reports via email, you have a dedicated import workspace that provides real-time visibility and control. The intuitive, spreadsheet-like interface allows you to import files, view errors at the field level, and make corrections on the spot, eliminating frustration and saving valuable time.
Automatically Populate Missing Dimensions on Project Contract Line Entries
To improve consistency between project contract information and its line entries, blank or mismatched dimensions are now automatically populated when using the Recalc Totals tool in Edit mode. This helps maintain accurate and complete project records with minimal manual effort.
Enhancements in Sage Intacct Paperless
In this release, you can find these enhancements:
- Expanded invoice entry sidebar in Invoice Manager: Find invoices based on any header field, and mark invoices as Do Not Pay to prevent them from being exported into accounting.
- Tasks with indexes: When setting up Attach Document tasks in DocRoute and APFlow, you can now configure specific indexes that must be found on the attached document to complete the assigned task.
- Project Manager field: For line types with job costing, a new Project Manager field automatically shows data based on job coding and can be used to set up routing rules in APFlow based on the project manager.
Take Your Construction Projects to the Next Level
These updates in Sage Intacct Construction 2025 Release 3 are designed to help your projects stay on track, improve accuracy, and save valuable time. At CBIZ, we understand that every construction business has unique needs, and we specialize in creating intuitive, tailored accounting solutions to support your goals. Let our experts help you leverage Sage Intacct Construction’s latest capabilities to achieve your business objectives.
Contact us today to see how CBIZ can support your team with the newest features in Sage Intacct Construction.
© Copyright CBIZ, Inc. All rights reserved. Use of the material contained herein without the express written consent of the firms is prohibited by law. This publication is distributed with the understanding that CBIZ is not rendering legal, accounting or other professional advice. The reader is advised to contact a tax professional prior to taking any action based upon this information. CBIZ assumes no liability whatsoever in connection with the use of this information and assumes no obligation to inform the reader of any changes in tax laws or other factors that could affect the information contained herein. Material contained in this publication is informational and promotional in nature and not intended to be specific financial, tax or consulting advice. Readers are advised to seek professional consultation regarding circumstances affecting their organization.
“CBIZ” is the brand name under which CBIZ CPAs P.C. and CBIZ, Inc. and its subsidiaries, including CBIZ Advisors, LLC, provide professional services. CBIZ CPAs P.C. and CBIZ, Inc. (and its subsidiaries) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. CBIZ CPAs P.C. is a licensed independent CPA firm that provides attest services to its clients. CBIZ, Inc. and its subsidiary entities provide tax, advisory, and consulting services to their clients. CBIZ, Inc. and its subsidiary entities are not licensed CPA firms and, therefore, cannot provide attest services.