The 2026 R2 release isn\u2019t the flashiest update Sage Intacct has ever shipped\u2014but for anyone who actually runs the system day to day, it\u2019s quietly one of the more useful ones. Better admin tools, tighter security, and a few fixes for things that have been quietly annoying people for a while. Here\u2019s what\u2019s changed.<\/p>\n\n\n\n
In this release:<\/p>\n\n\n\n
If you\u2019ve ever tried to audit what a role can actually do in Intacct, you know the drill: open one screen, cross-reference another, make notes, repeat. It\u2019s tedious and error-prone-especially when you\u2019re doing it under time pressure for a compliance review.<\/p>\n\n\n\n
The new Roles Permissions Report fixes that. Administrators now get a single report showing every permission tied to a role\u2014standard and custom\u2014at a specific point in time. Run it, review it, done.<\/p>\n\n\n\n
A few things worth knowing:<\/p>\n\n\n\n
One important caveat: this isn\u2019t an audit trail. It doesn\u2019t log historical changes-it reflects how the role looks when the report runs. For periodic access reviews and role validation, though, it\u2019s a genuine time-saver.<\/p>\n\n\n\n
Where to find it: Company \u2192 Admin \u2192 History and Reports \u2192 Roles Permissions Report<\/p>\n\n\n\n
The import service keeps getting broader. This release adds three new Beta imports:<\/p>\n\n\n\n
The guided workflow itself hasn\u2019t changed-you still map fields, preview results, and fix any errors before anything gets committed. What\u2019s expanding is simply the range of data you can bring in that way.<\/p>\n\n\n\n
One thing it handles particularly well is messy mapping: splitting a full name into separate fields, combining columns to create new values, that sort of thing. Not magic, but it does cut down the manual prep work considerably.<\/p>\n\n\n\n
Beta imports require enrolment in the Beta programme. Early Adopter and GA imports are available to all users with the relevant permissions.<\/p>\n\n\n\n
This one\u2019ll matter most to partners managing access across multiple linked companies.<\/p>\n\n\n\n
Previously, the same external user could end up with separate records depending on how they accessed each company. More records to track, more places to update permissions, more chances for things to drift out of sync. A known frustration.<\/p>\n\n\n\n
This release consolidates all of that. Each external user now has one record, tied to the parent console. Permissions are managed there and apply across all linked companies from that single point.<\/p>\n\n\n\n
When records are merged, permissions from each are combined\u2014so nobody loses access. That said, it\u2019s worth reviewing the results and adjusting anything that looks off.<\/p>\n\n\n\n
To check your consolidated records: Switch to the relevant instance \u2192 Company \u2192 Admin \u2192 External Users. The User ID column shows the consolidated view.<\/p>\n\n\n\n
This one\u2019s specifically for partners who send email on behalf of multiple client companies.<\/p>\n\n\n\n
Until now, validating your email-sending domain meant creating a separate DNS TXT record for every company. Managing dozens of clients? That adds up fast\u2014and plenty of DNS providers cap how many TXT records you can have. It was a mess.<\/p>\n\n\n\n
Now you validate once at the console level, and it covers every linked company automatically. You\u2019ll need to add four records to your DNS provider:<\/p>\n\n\n\n
That\u2019s it. No separate records per company.<\/p>\n\n\n\n
Setup<\/strong><\/strong><\/p>\n\n\n\n DNS propagation can take up to 72 hours. If validation fails first time, check your records and try again later. Standalone companies still validate at the company level.<\/p>\n\n\n\n A security change, worth flagging: a defined list of file types can no longer be uploaded as attachments. We\u2019re talking executables, scripts, disk images, and system files\u2014things that have no business being attached to a vendor invoice anyway.<\/p>\n\n\n\n Blocked extensions: .bat, .cmd, .com, .dll, .dmg, .exe, .iso, .jar, .msi, .ps1, .sh, .sys, .vbs, .vhd<\/p>\n\n\n\n Existing attachments aren\u2019t touched\u2014this only applies to new uploads going forward. If your team currently attaches files in any of these formats for a legitimate reason, now\u2019s the time to find an alternative.<\/p>\n\n\n\n If your organisation runs multiple entities\u2014subsidiaries, regional offices, different business units\u2014you\u2019ve probably hit this: a bank remittance document showing the parent company logo when it should clearly show the issuing entity\u2019s. In some regions, that\u2019s not just an aesthetic issue. It\u2019s a compliance one.<\/p>\n\n\n\n You can now upload a logo at the entity level. It\u2019ll appear on remittance documents when the applicable template is used. No entity logo on file? It falls back to the company logo automatically\u2014no blank documents.<\/p>\n\n\n\n To set it up: Company \u2192 Setup \u2192 Entities \u2192 Edit \u2192 Upload Logo<\/p>\n\n\n\n File requirements: GIF, JPEG, or PNG \u2014 max 216\u00d743 pixels, under 9KB. GIF prints most cleanly on forms.<\/p>\n\n\n\n About Us<\/strong><\/span><\/p>\n\n\n\n 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. 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.<\/p>\n\n\n\n For more information on Sage Business Cloud Services, please contact us at sagecloud@greytrix.com<\/a>. We will like to hear from you.<\/p>\n\n\n\n <\/p>\n\n\n\n <\/p>\n","protected":false},"excerpt":{"rendered":"\n
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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.<\/p>\n\n\n\n