{"id":9971,"date":"2021-05-24T15:22:00","date_gmt":"2021-05-24T19:22:00","guid":{"rendered":"https:\/\/www.sage.com\/en-us\/blog\/?p=9971"},"modified":"2025-08-13T12:05:15","modified_gmt":"2025-08-13T16:05:15","slug":"2021-release-2-highlights-heightened-visibility-and-flexibility-across-sage-intacct","status":"publish","type":"post","link":"https:\/\/www.sage.com\/en-us\/blog\/2021-release-2-highlights-heightened-visibility-and-flexibility-across-sage-intacct\/","title":{"rendered":"2021 release 2 highlights: heightened visibility and flexibility across Sage Intacct"},"content":{"rendered":"<header class=\"entry-header has-dark-background-color entry-header--has-illustration entry-header--has-illustration--generic\">\n\t<div class=\"container\">\n\t\t<div class=\"entry-header__row row align-center\">\n\t\t\t<div class=\"col col-lg-7 col-xlg-6 entry-header__content\">\n\t\t\t\t\t\t\t<div class=\"component component-single-header\">\n\t\t\t\t\t\t\t\t\t\t<div class=\"entry-header__misc text--subtitle text--uppercase text--small\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/www.sage.com\/en-us\/blog\/category\/strategy-legal-operations\/\" class=\"entry-header__link\">Strategy, Legal &amp; Operations<\/a>\t\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t<div class=\"entry-title-wrapper\">\n\t\t\t\t\t<h1 class=\"entry-title\">\n\t\t\t\t\t\t2021 release 2 highlights: heightened visibility and flexibility across Sage Intacct\t\t\t\t\t<\/h1>\n\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t\t\t<p class=\"entry-header__description\">\n\t\t\t\t\t\t\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t<\/div>\n\t<div class=\"single-post-details container\">\n\t\t<div class=\"col\">\n\t\t\t<span class=\"posted-on \"><time class=\"entry-date published\" datetime=\"2021-05-24T15:22:00-04:00\">May 24, 2021<\/time><\/span><span class=\"reading-time\"> min read<\/span>\n\t\t<button\n\t\t\ttype=\"button\"\n\t\t\tclass=\"social-share-button button button--icon button--secondary js-social-share-button\"\n\t\t\tdata-share-title=\"2021 release 2 highlights: heightened visibility and flexibility across Sage Intacct\"\n\t\t\tdata-share-url=\"https:\/\/www.sage.com\/en-us\/blog\/2021-release-2-highlights-heightened-visibility-and-flexibility-across-sage-intacct\/\"\n\t\t\tdata-share-text=\"Please read this interesting article\"\n\t\t>\n\t\t\t<span class=\"social-share-button__share-label\">Share<\/span>\n\t\t\t<span class=\"social-share-button__copy-label\" hidden>Copy Link<\/span>\n\t\t\t<span class=\"social-share-button__copy-tooltip\" aria-hidden=\"true\" hidden>Copied<\/span>\n\t\t<\/button>\n\n\t\t\t\t<\/div>\n\t<\/div>\n<\/header>\n\n\n\n<div class=\"wp-block-post-author has-dark-background-color alignfull\">\n\t<div class=\"container\">\n\t\t<div class=\"col\">\n\t\t\t\t\t\t\t<div class=\"co-authors\">\n\t\t\t\t\t\n\t\t<div class=\"entry-author-wrapper\">\n\t\t\t<a class=\"entry-author\" href=\"https:\/\/www.sage.com\/en-us\/blog\/author\/janet-wi\/\">\n\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"40\" height=\"40\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/08\/Janet-Wi-Headshot-350x350.jpg\" class=\"entry-author__image\" alt=\"Janet Wi\" \/>\t\t\t\t<span class=\"entry-author__name\">Janet Wi<\/span>\n\t\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t<\/div>\n<\/div>\n\n\n\n\n\n<p>Release 2 is now live for 2021. We\u2019re excited to bring you this feature-packed update with new functionality that delivers heightened visibility and flexibility across Sage Intacct. A few of the exciting highlights include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Saving time reconciling with matching rule automation<\/li>\n\n\n\n<li>Efficiently managing the close process with improved checklists and visibility into close status<\/li>\n\n\n\n<li>Gaining greater insight with advanced reporting and analysis capabilities<\/li>\n<\/ul>\n\n\n\n<p>We\u2019re committed to producing updates that contribute to your success at the workplace. The changes we\u2019ve made this release bring increased visibility and flexibility across all areas of Sage Intacct, streamlining a number of processes so you can move closer towards a continuous close and gain more reporting insights.<\/p>\n\n\n\n<p>Let\u2019s take a closer look at the different features being offered.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-saving-time-reconciling-with-matching-rule-automation\">Saving time reconciling with matching rule automation<\/h2>\n\n\n\n<p>Say goodbye to manually matching bank transactions. We are now introducing matching rules to automate transaction matching for incoming bank transactions, streamlining the reconciliation process and helping you streamline your close.<\/p>\n\n\n\n<p>Matching rules allow you to create your own rules to automatically match transactions. For example, you can ignore leading zeros on incoming checks. As long as the check number on the incoming bank transaction matches the Sage Intacct transaction, it will automatically match. Matching rules are configurable to be as generic or specific as you need, giving you more flexibility and control over how a single or group of transactions are matched.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-efficiently-managing-the-close-process\">Efficiently managing the close process<\/h2>\n\n\n\n<p>Last release, we brought you working checklists, where you can track any process, including the close, straight from Sage Intacct. With Release 2, we\u2019ve made improvements to checklists and added dashboard components so you can better manage the close and have greater visibility into where your close stands.<\/p>\n\n\n\n<p>Checklist improvements include the ability to manage dependencies between assignments, gain greater control over who can make updates, and more easily set up checklists and assignments with import capabilities.<\/p>\n\n\n\n<p>In addition, you can leverage dashboard components and reporting to get visibility into the close process. The Close Thru Summary dashboard component provides centralized visibility into last close date by application at the entity or summary level. In addition, the Checklist assignment dashboard component enables you to quickly see status of checklist assignments to complete the close. Checklist data is also available for custom reporting.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-gaining-greater-insight-with-advanced-reporting-and-analysis-capabilities\">Gaining greater insight with advanced reporting and analysis capabilities<\/h2>\n\n\n\n<p>Several key updates have been made in our advanced reporting tools, Interactive Custom Report Writer and Interactive Visual Explorer, that make it easier to analyze the data that matters for your business.<\/p>\n\n\n\n<p>Interactive Custom Report Writer now enables you to join reporting areas to perform advanced analysis of your data. Joining reporting areas shows columns side-by-side, so you can get better visibility into the relationships between your data. For example, you can stack your AP and AR amounts in adjacent columns by location, so you can get insight into any trends. This unlocks the ability to see the data exactly as you need it from within Sage Intacct.<\/p>\n\n\n\n<p>New time-related measures added in Interactive Custom Report Writer and Interactive Visual Explorer bring an end to manual effort in building calculated fields. Pre-built time attributes allow you to organize your data by your fiscal calendar with options to organize by fiscal year, quarter, or month. Easily drag and drop attributes to filter reporting by prior or current fiscal year, quarter, or month, saving time from manually adjusting dates and giving better reporting insight.<\/p>\n\n\n\n<p>These are just a few highlights from Release 2. There are many more features that we\u2019ve pushed out with this release that you can access by looking at the release notes. If you\u2019re a Sage Intacct customer, these are all available for you to use if you\u2019re subscribed to the modules.<\/p>\n\n\n\n<p>If you\u2019re in the market or curious about exploring a new financial management software solution, contact us at 877-437-7765 or attend one of our daily coffee break demos.<\/p>\n\n\n\n<div class=\"single-cta\">\n\t<div class=\"single-cta__positioner\">\n\t\t<div class=\"single-cta__wrapper has-dark-background-color\">\n\t\t\t<div class=\"single-cta__content\">\n\t\t\t\t\t\t\t\t<h2 class=\"single-cta__title h3\">Take a coffee break with Sage<\/h2>\n\n\t\t\t\t\t\t\t\t\t<div class=\"single-cta__description\">\n\t\t\t\t\t\t<p><!-- wp:paragraph --><\/p>\n<p class=\"\">Interactive Demo<\/p>\n<p><!-- \/wp:paragraph --><\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a\n\t\t\t\t\t\thref=\"https:\/\/www.sage.com\/en-us\/sage-business-cloud\/intacct\/coffee-break-demo\/\"\n\t\t\t\t\t\tclass=\"single-cta__button button button--primary\"\n\t\t\t\t\t\t\t\t\t\t\t\t\tid=\"cta-id-14172\"\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\tdata-button-location=\"cta_box\"\n\t\t\t\t\t\t\t\t\t\t\t>Learn more<\/a>\n\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<img decoding=\"async\" width=\"1440\" height=\"810\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/02\/character-illustration_support-training_coffee-break-demo_b-1440x810.png\" class=\"single-cta__image\" alt=\"animated-person-sitting-on-giant-coffee-cup\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2023\/02\/character-illustration_support-training_coffee-break-demo_b-1440x810.png 1440w\" sizes=\"auto, (min-width: 48em) 33vw, 100vw\" \/>\t\t\t<\/div>\n<\/div>\n\n\n<div class=\"single-cta\">\n\t<div class=\"single-cta__positioner\">\n\t\t<div class=\"single-cta__wrapper has-dark-background-color\">\n\t\t\t<div class=\"single-cta__content\">\n\t\t\t\t\t\t\t\t<h2 class=\"single-cta__title h3\">Subscribe to our Sage Advice Newsletter<\/h2>\n\n\t\t\t\t\t\t\t\t\t<div class=\"single-cta__description\">\n\t\t\t\t\t\t<p>Get our latest business advice delivered directly to your inbox.<\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a\n\t\t\t\t\t\thref=\"#gate-ab515c6e-7e90-4c2f-a67e-113872516e8b\"\n\t\t\t\t\t\tclass=\"single-cta__button button button--primary\"\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t>Subscribe<\/a>\n\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<img decoding=\"async\" width=\"1440\" height=\"810\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-1073797282-1440x810.jpg\" class=\"single-cta__image\" alt=\"Working from home with tea in hand\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-1073797282-1440x810.jpg 1440w\" sizes=\"auto, (min-width: 48em) 33vw, 100vw\" \/>\t\t\t<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Release 2 is now live for 2021. We\u2019re excited to bring you this feature-packed update with new functionality that delivers heightened visibility and flexibility across Sage Intacct. A few of the exciting highlights include: We\u2019re committed to producing updates that contribute to your success at the workplace. The changes we\u2019ve made this release bring increased [&hellip;]<\/p>\n","protected":false},"author":1450,"featured_media":32185,"menu_order":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_sage_video":false,"post_featured_image_hide":false,"footnotes":""},"categories":[44,48],"tags":[4,170,420,346,168],"business_type":[40,312,41],"lilypad":[],"context":[418,429],"industry":[57,55,204],"persona":[150,100,101],"imagine_tag":[209,436],"coauthors":[621],"class_list":["post-9971","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-strategy-legal-operations","category-technology-innovation","tag-business-intelligence","tag-business-strategy","tag-cloud-financial-management","tag-cloud-technology","tag-sage-accounting","business_type-small-business","business_type-accountants","business_type-growing-business","industry-financial-services","industry-professional-services","industry-technology"],"sage_meta":{"region":"en-us","author_name":"Janet Wi","featured_image":"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2025\/08\/Mar2025_Financial-Family-office_0694.jpeg","imagine_tags":{"209":"Accounting","436":"Intacct Accounting"}},"distributor_meta":false,"distributor_terms":false,"distributor_media":false,"distributor_original_site_name":"Sage Advice US","distributor_original_site_url":"https:\/\/www.sage.com\/en-us\/blog","push-errors":false,"_links":{"self":[{"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/posts\/9971","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/users\/1450"}],"replies":[{"embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/comments?post=9971"}],"version-history":[{"count":0,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/posts\/9971\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/media\/32185"}],"wp:attachment":[{"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/media?parent=9971"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/categories?post=9971"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/tags?post=9971"},{"taxonomy":"business_type","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/business_type?post=9971"},{"taxonomy":"lilypad","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/lilypad?post=9971"},{"taxonomy":"context","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/context?post=9971"},{"taxonomy":"industry","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/industry?post=9971"},{"taxonomy":"persona","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/persona?post=9971"},{"taxonomy":"imagine_tag","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/imagine_tag?post=9971"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/coauthors?post=9971"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}