Finance teams know the struggle: chasing down payment records, reconciling accounts, and piecing together reports from multiple modules. It’s time-consuming, and often frustrating. The latest Sage Intacct Release 2026 R2 makes that process a whole lot easier, with smarter reporting tools designed to cut down on manual work and give clearer insights.
Expanded Reporting with ICRW and IVE
Three new reporting areas have been added to the Interactive Custom Report Writer (ICRW) and Interactive Visual Explorer (IVE):
- AP Payment History
- AR Payment History
- Work Order
These additions mean finance and construction teams can now build reports that go beyond surface-level numbers, with more detail and flexibility than before.
AP Payment History: Vendor Payments Made Simple
Tracking vendor payments used to mean digging through invoices, checks, discounts, and adjustments separately. Now, the AP Payment History reporting area pulls all of that into one place. Instead of asking “Which payment cleared this invoice?” or “Where did that discount apply?”, you can see the full chain of transactions at a glance. The result:
- Faster reconciliations
- Easier audits
- Clear visibility into liabilities
It’s a small change that saves hours during month-end close.
AR Payment History: Clarity for Customer Payments
On the receivables side, the new AR Payment History works the same way. Every customer payment – whether cash, check, discount, or adjustment – is linked directly to the invoice it settled.
That means finance teams can quickly answer:
- Which payment cleared a specific invoice?
- How were adjustments applied?
- What discounts were given?
The payoff is better cash flow visibility, smoother collections reporting, and fewer headaches when customers ask for payment details.
Work Order Reporting for Construction Projects
The new Work Order reporting area is a huge win for construction companies. Teams can now move beyond spreadsheets to track project progress, analyze operational performance and build custom reports directly tied back to work orders.
This provides a better way to monitor activity in real time and keep projects on track without juggling external tools.
GL Account Reconciliation Custom Report Writer
The new GL Account Reconciliations object in the Custom Report Writer is another big improvement. Reconciliation reporting was previously a manual export with little visibility. Now you can create reports right from reconciliation data to assist with:
- Monitoring reconciliation status
- Review of activities
- Generate Audit-Ready Reports
This improves the efficiency of month-end close and enhances financial transparency.
Availability and Access
These features are available through Customization or Platform Services and require that organizations have ICRW or IVE subscriptions. Work Order reporting is now live in Australia, Canada, the UK and the US.
To perform GL Account Reconciliations, users need a General Ledger subscription, admin-level access and Custom Report permissions.
Why it’s important
These updates are more than just new features – they’re about saving you time and eliminating manual work. Now finance and ops teams can spend time analyzing data, not chasing it down. With improved visibility into payments, reconciliations and work orders, organizations can make faster, more confident decisions and remain audit-ready.
About Us
Greytrix has a wide product range for Sage Intacct- a Cloud ERP. This includes migrations from QuickBooks | Sage 50 | Sage 100 | Sage 300 to Sage Intacct. Our unique GUMU™ integrations include Sage Intacct for Sage CRM | Salesforce | FTP/SFTP | Rev.io | Checkbook | Dynamics 365 CRM | Magento | Rent Manager | Treez | Avalara Avatax | Blackline SFTP. We also offer best-in-class Sage Intacct Development Services, Consulting services, integrated apps like POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage Intacct to Sage business partners, resellers, and Sage PSG worldwide. Greytrix constantly develops apps, products, and add-ons to enhance user experience. Sage Intacct add-ons include AR Lockbox File Processing.
Greytrix GUMU™ integration for Sage CRM – Sage Intacct, Sales Commission App for Sage Intacct, and Checkbook.io ACH/Digital Check Payments for Sage powered by GUMU™ are listed on Sage Intacct Marketplace.
The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.
For more information on Sage Business Cloud Services, please contact us at sagecloud@greytrix.com. We will like to hear from you.