Changelog

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Fixed

• Alternative Payments keeps the selected Production or Demo environment after saving and reopening its setup card. Saved keys show as configured; they do not need to be entered again.
• AP connection tests have a time limit and preserve entered values on failure. Failed saves also preserve the form.
• Refund requests wait for confirmation before changing payment records. Failed receipt writes remain eligible for retry, reversal scans continue across larger backlogs, and incomplete duplicate searches stop new customer/invoice creation.
• Authenticated AP notifications are saved before acknowledgement so queued work can recover after an interruption.

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Improved

• The AP integration guide now lists the required permissions, explains both invoice routes and saved credentials, and describes notification recovery. Alternative Payments setup

• Technicians’ work notes are no longer printed on customer invoices. To show them, turn on Settings → Tickets → Billing → Show work notes on invoices.
• Device owners are now worked out again on every sync from Intune, Level tags and the signed-in user. Some devices will show a different owner after the next sync. An owner a technician picked by hand is kept.
• Billable time needs a product only once you map a product to a work type in Settings → Tickets → Billing.

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New

• Microsoft 365 calendar. Technicians connect their own calendar in My account → Calendar and book customer appointments from a ticket, with a Teams meeting if they want one.
• Invoice line items. Lines now have quantity, rate and an optional delivery period. The product picker is searchable, and favorite products are listed first. Invoices guide
• Edit time lines before generating an invoice. Change the date, description, hours or rate of any line. The form explains time that was logged at $0. Invoices guide
• Product import and export. Import products from a CSV file with a preview of every row, and export them again. Products can have an optional SKU. Service catalog
• My account. Your profile, preferences, notifications, security and calendar settings are now in one place, separate from organization settings.
• @mentions in new tickets. Mention a teammate in a new ticket’s description and they’re notified.
• Logo help. Size guidelines, automatic trimming of empty margins, and a Canva template. Logos are larger on sign-in pages and PDFs. Organization profile
• Company RMM cards. The company page shows a card only for the RMM that company uses, adds a Level card, and shows when each sync last ran. Companies & contacts

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Improved

• Onboarding is now a guide, not a requirement. Nothing is blocked while it’s unfinished.
• New accounts verify their email before setting up a passkey, and the verification link works on any device. MFA guide
• Picking a contact on a ticket links their device automatically. Assets guide
• Managed clients show their MSP’s logo, colours and “Powered by” setting everywhere.
• Sync from Stripe links products that already exist instead of adding a second copy, and reports any it skipped.
• The compliance client switcher lists clients while you are switched into one.
• The Teams tab’s new-ticket form asks how urgent the issue is.
• Getting Started now asks you to configure your support portal instead of adding a contact.
• Colour fields have a fixed ”#”, so you only type the six digits.

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Fixed

• Branded sign-in links no longer show “Internal Server Error”.
• Trial reminder emails go out again, and buying several modules together at checkout works.
• The trial banner shows only real trials.
• QuickBooks keeps charging sales tax when QuickBooks collects the payment.
• A month’s recurring agreement charge bills only what’s still unbilled.
• A device managed by both NinjaOne and Intune keeps its owner and compliance status.
• Email attachments have longer to download. If they still fail, the ticket gets an internal note saying so.
• Converting a live chat to a ticket works when retried, and Log Time won’t save its default time window untouched.
• An AI auto-response is never offered for sending a second time.
• Bulk import and export rows in the activity feed open the right list.
• Compliance admins and officers see security activity in the activity feed again.
• Wide portal logos fit on phones.

• Sender display name. Microsoft 365 always uses the mailbox’s own display name, so the Sender Display Name field is gone from Settings → Email. To change the name customers see, rename the mailbox in the Exchange admin center (Recipients → Mailboxes → Display name).

• Connecting a Microsoft 365 tenant now has a second step: after granting admin consent, an administrator of that tenant signs in once more to prove it.
• Ticket lists open on the whole team’s tickets unless you or your organization chose a different default.
• Organizations that haven’t customized their email look now get Regentra’s default navy and blue design.

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New

• Time-entry workspace on tickets. An interactive timeline of the day, every technician’s entries on the ticket, and Save & add another. Works on phones. Time tracking guide
• Products on time entries. Each time entry becomes its own invoice line. Managers can bill approved weeks straight from Timesheets. Time tracking guide
• Email appearance. Set the banner colour, button colour and logo background for customer emails, with a live preview and automatic readability checks. Organization profile
• Trial extensions. Support can add trial days, and a free week is offered when you cancel. MSP billing
• Support portal logo background. Choose system, white, black or transparent. Support portal

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Improved

• A priority a technician sets by hand is never changed by automation or AI. Priority is now edited from the ticket header.
• Submitted time can be taken back to draft and corrected. Week status stays in step with individual entries.
• The contacts list searches every contact, not just the first 500.
• @mentions in ticket replies notify people, and saved responses appear in the reply editor.
• Scheduled reports work for organizations that have only PSA.
• Inbound email no longer loses messages on busy mailboxes, and failed messages are retried.
• SLA timers stay correct across daylight saving time changes. SLA policies

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Fixed

• Sign-in page buttons were invisible for some organizations.
• Some Super Admin pages crashed.
• Ticket links in emails now work when you’re signed out and on custom portal domains.
• Portal sign-in works for contacts whose email had capital letters.
• Deactivating a contact saves immediately.
• An agreement’s monthly charge is billed once per month, and invoice lines always add up to the total.
• Quick Log time no longer loses billable time once you use products.

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Security

• Internal notes stay out of chat transcripts and AI reply drafts. Screenshots pasted into internal notes stay off the customer portal.
• AI reply drafts only use the same customer’s past tickets.
• A Microsoft tenant can only be connected through proven admin consent.
• Device syncs can no longer change or delete another client’s assets.
• A user or project with logged time, or a user who created password vault entries, can’t be deleted. Deactivate them instead.
• The activity feed shows each role only what it should see.

• Customers no longer pick a priority on the portal. They say how urgent the issue is, and your technicians set the final priority. A customer can no longer raise a ticket to Critical.
• The Regentra bot in Teams now works only in one-to-one chats. In a channel or group chat it asks people to message it directly. For group conversations, use the Teams Chat Bridge. Regentra bot
• Adding an existing organization as a managed client now sends an approval request to that organization’s admins.

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New

• Ticket types, templates, checklists and custom fields. Classify tickets by type, start from a template, and add checklists that can warn or block before resolving. Custom fields can appear on the customer portal. Tickets guide · Ticket settings
• Recurring tickets. Create tickets automatically on a daily, weekly, monthly, quarterly or yearly schedule. Ticket settings
• Urgency × impact priority. Customers say how urgent the issue is; technicians set the impact.
• Resolve and Close dialog. Separate boxes for an internal resolution note and a message to the customer.
• Ticket list views. Me, Unassigned or Team, with saved filters for the organization and for each person. Going back from a ticket returns to your filtered list.
• Tickets on projects. Link tickets to project cards; cards show the time logged on their tickets. Projects
• Calendar. Schedule visits and appointments, get reminders, and subscribe from Outlook, Google or Apple.
• Getting Started checklist. Progress comes from what’s actually set up in your account.
• CSAT drill-down. Click a satisfaction card on the dashboard to see every response. Reports
• Data import. Bring companies, service agreements, tickets and ticket history from another PSA. Import & export
• AI ticket search. Describe a past ticket in plain words and find it.
• White-label sign-in and staff app. Your own sign-in link, your branding in the app, and on every report and email. “Powered by Regentra” can be turned off. Organization profile

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Improved

• Timesheets list each technician’s weeks, and managers can submit, approve or reject on a technician’s behalf. Time tracking guide
• Every role can view Evidence Collection, and Compliance Admins can set it up. Evidence collection
• The Teams app and the company page were redesigned.
• Ticket notification emails come from one engine, so nobody gets the same alert twice.
• Hudu keeps your own edits, queues conflicts for review, and asks before switching to a different Hudu instance. Hudu
• Your own Microsoft tenant files your staff under your own company. Microsoft Entra

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Security

• Findings from a full security audit were fixed across sign-in, webhooks, file storage and integrations.

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New

• Integration renames and deletions. Level, NinjaOne and Hudu renames and deletions are detected, with a review queue before company names change. Level · NinjaOne
• Customer name sync. Name changes made in Stripe or QuickBooks flow back to the company. Stripe · QuickBooks
• Microsoft Entra lifecycle. Users deleted in Entra are deactivated, and restored if they come back. Stale devices are marked inactive. Microsoft Entra
• Asset details. Last seen, logged-in user, security score, operating system and compliance state are now proper fields you can see and export. Assets guide
• Entra evidence. Ten new automated compliance checks using the permissions you’ve already granted. Evidence collection
• Time-entry presets and a rate card by type of work. Time tracking guide
• Hudu integration can be connected from Settings → Integrations. Hudu

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Improved

• Settings is its own area, separate from the PSA and Compliance apps.
• A parent company’s contact can be the primary contact for each of its locations. Companies & contacts
• Level alerts are re-checked every hour, so a missed alert notification no longer leaves a ticket missing or stuck open.
• Integration setup guides match what the app actually does.

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Fixed

• Organizations with only PSA are no longer sent to compliance client setup.
• Buying PSA during a trial of both modules no longer affects Compliance access.

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New

• Incident management. A guided intake, an investigation record, notification deadlines based on your frameworks, a four-factor breach assessment, and a regulator-ready PDF report. Incidents guide
• Time tracking to invoice. A timer, weekly timesheets with approval, a Ready to Bill screen, and resolved tickets that close once their time is billed. Time tracking guide
• Backdated time. Log time on earlier days. Time tracking guide
• Data export. Export any PSA or compliance list to Excel, PDF or CSV. Large exports run in the background and are emailed to you. Import & export
• Stripe invoice import. Invoices created directly in Stripe appear in Regentra. Stripe
• QuickBooks push status. See which invoices reached QuickBooks, filter the ones that didn’t, and send them in bulk. QuickBooks
• Branded quotes and invoices. Company Profile drives your logo and details on quote pages, quote and invoice PDFs and quote emails. Quotes can have their own “Bill to” details. Organization profile · Quotes & invoices
• Payment roles. A payment processor collects money and an accounting system records it. Switching processors asks for confirmation first. Payment processors

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Improved

• Compliance monitoring groups a first scan’s findings into one ticket instead of flooding the queue.
• Compliance-only organizations can subscribe to PSA from Billing.
• Faster pages and notifications across the app.

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Fixed

• The ticket list’s All card clears every filter.
• A cancelled paying customer is no longer treated as an expired trial.
• Compliance trial and purchase access.
• Layout problems on phones and narrow screens.

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Security

• Fixes from the September security audit, including the customer portal and the Teams tab.

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New

• Networks. Track subnets, VLANs and IP addresses for each client under PSA → Knowledge, with CSV import and export and a migration path from Hudu. Networks · Hudu
• NIST CSF 2.0 Tiers self-assessment. Rate your organization from Partial to Adaptive. Frameworks
• FINRA joins the framework library, for eleven supported frameworks. Frameworks
• Outbound webhooks and a write-back API. Signed events for tickets, SLAs, invoices and quotes, and scoped API keys so automation tools can post notes and time back. Webhooks · API keys
• Scheduled monthly reports. An internal summary for your team and a branded report for each client. Reports
• Automation Value report. Shows the real work your automation rules have done. Automations
• Service agreement line items. Monthly, annual and one-time charges, contract attachments, and a default agreement per company. Projects & agreements
• Settings → Tickets. Ticket numbering and billing settings in one place, and assets can be linked from a ticket. Ticket settings

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Improved

• Compliance pages lead with each framework’s own identifiers and wording. Frameworks
• The risk register follows NIST IR 8286: priorities, risk tolerance and appetite, approved acceptance and closure, review dates, and CSV export. Risk register
• Acknowledgment campaigns can target Microsoft Entra groups. Campaigns
• Compliance dashboard tiles drill down into the underlying controls and evidence. Controls move to Needs Review on fresh failing evidence and back once it passes. Compliance overview

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Fixed

• Scheduled acknowledgment campaigns that never sent.

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Security

• MFA is required for Admin, MSP Admin and Super Admin, whatever the organization setting. Passwords need 12 characters and are checked against known breaches, with no composition rules. MFA

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New

• Passkeys. Sign in with Face ID, Windows Hello, a security key or your phone. Authenticator-app codes remain available. MFA
• PSA Free Tier. $0 forever for 1 technician and 1 client. Trials that end without a plan move to the Free Tier instead of losing access. MSP billing
• SEC Regulation S-P joins the framework library. Frameworks
• Quote to invoice. Convert an accepted quote into an invoice in one click. Quotes & invoices
• Company hierarchy. Locations can roll up to a parent company, and assets show and filter by company. Companies & contacts
• Knowledge base attachments. Knowledge base
• Your own organization as a compliance tenant, pinned at the top of your client list. MSP clients

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Improved

• A solo admin can self-approve their own policy changes and access-review line, recorded with an audit flag. Policies · Access reviews
• Escalated is a full ticket status, new tickets require a company, and a typed-in contact becomes a real contact.
• Level devices map to companies by group, so a multi-location client’s devices don’t split across duplicates.
• The new-ticket form has an attach-file button.

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Fixed

• After a failed Microsoft sign-in, the email and password form appears.
• A successful sign-in no longer lands on the marketing site.
• A broken mailbox connection is shown as a broken integration.

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Security

• Expired sessions are always rejected.

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Fixed

• A Remediation Queue link could open the wrong control.

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New

• QuickBooks and Stripe together. A Stripe payment is recorded in QuickBooks automatically, and a QuickBooks payment voids the matching Stripe invoice so customers can’t pay twice. With both connected, customers see one way to pay. QuickBooks
• QuickBooks features. Company edits sync to QuickBooks, invoices can be emailed from QuickBooks, Mark Paid records a QuickBooks payment, and you can issue credit memos and download the QuickBooks PDF. QuickBooks
• Security and Privacy Officer designations for each framework. One person can hold both in a small organization.

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Improved

• The compliance workspace opens as soon as Microsoft Entra admin consent is granted, while the first sync runs in the background.
• The QuickBooks card shows when Intuit last reached Regentra, and prompts you to reconnect when the connection expires.
• Non-US QuickBooks companies have ACH turned off automatically.

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New

• Your own Stripe account for invoicing your customers, with payments going straight to your bank. Stripe
• QuickBooks: connect your company, sync customers, push invoices and record payments. QuickBooks