Things to check after this release
- Sender display name: rename your support mailbox in the Exchange admin center to change the name customers see.
- Work notes on invoices are now off by default. Turn them on in Settings → Tickets → Billing if you want them.
- Regentra bot in Teams works in one-to-one chats only. Use the Teams Chat Bridge for group chats.
Ticketing
- Ticket types: classify tickets. Templates, checklists and custom fields can each be tied to a type.
- Ticket templates: start a new ticket from a saved template.
- Checklists: optionally warn or block before a ticket with open required items is resolved.
- Custom fields: grouped into sections, with optional fields on the customer portal.
- Recurring tickets: create tickets automatically on a daily, weekly, monthly, quarterly or yearly schedule.
- Urgency × impact priority: customers now say how urgent their issue is, and technicians set the final priority. This also applies to the Teams tab.
- Resolve/Close dialog: separate boxes for an internal resolution note and a message to the customer.
- Me / Unassigned / Team views for the ticket list, with a per-user default.
- Saved ticket list filters: organization-wide and personal defaults. Backing out of a ticket returns you to your filtered list.
- Link tickets to projects: project cards now show the time logged on their tickets.
- @mentions: work in new ticket descriptions and in replies. Saved responses now show up in the reply editor.
- AI “Find a ticket” search: describe a past ticket in plain words and find it.
- Automatic device linking: picking a contact on a ticket links their device.
- CSAT drill-down: the dashboard’s satisfaction cards are clickable, and each ticket shows its survey result.
- Priority protection: a priority a technician sets by hand is no longer changed by automation or AI. Priority is now edited from the ticket header.
- Getting Started checklist for new organizations. Its progress comes from what’s actually set up, not from boxes ticked.
Time tracking and timesheets
- Timer and weekly timesheets, with approval of a whole week at once.
- Ready to Bill screen.
- Tickets close automatically once their time is billed (can be turned off).
- Backdated time: log time on past days.
- Time-entry presets and a rate card by type of work.
- New Timesheets page: weeks are shown as a list, and managers can submit, approve or reject on a technician’s behalf.
- New time-entry panel on tickets: an interactive timeline, editing of entries, and a better phone layout.
- Corrections: submitted time can be taken back to draft and corrected. Week status stays in step with individual entries.
Billing, invoices and quotes
- Products on time entries: each time entry becomes its own invoice line.
- Bill straight from Timesheets.
- Edit invoice lines before generating: change hours, rates and descriptions. The form explains time that came in at $0.
- More detailed line items: quantity, delivery periods, a searchable product picker and favorite products.
- Product CSV import and export, with optional SKUs and better Sync from Stripe.
- Stripe invoices: invoices created directly in Stripe now import into the PSA.
- QuickBooks: each invoice shows whether it reached QuickBooks, and invoices can be sent there in bulk.
- Payment processors: Stripe and QuickBooks each have a clear role. Payments, refunds and chargebacks are recorded.
- Redesigned quotes: branded quote and invoice PDFs, plus “Bill to” details on quotes.
- Service agreement fixes:
- Recurring charges bill once per month.
- Only the unbilled part of a month’s charge is billed.
- Invoice lines always add up to the total.
- QuickBooks sales tax is kept when QuickBooks collects the payment.
- Technicians’ work notes are left off customer invoices by default.
Calendar
- New calendar with reminders and a private feed you can subscribe to in Outlook, Google or Apple.
- Microsoft 365 connection: technicians connect their calendar and book customer appointments with Teams meetings.
Compliance
- Incident management:
- Intake form and investigation record.
- Notification deadlines by framework.
- Report ready for regulators.
- Monitoring: the first scan groups its findings into one baseline ticket instead of opening many separate tickets.
- Microsoft Entra evidence: 10 new automated checks and many accuracy fixes.
- Evidence from Regentra itself for risk assessments, incident notifications and vendor reviews.
- Evidence Collection can now be viewed by every role, and Compliance Admins can set it up.
- Fixes:
- Compliance purchase and trial access.
- The client switcher lists clients while you are switched into one.
Import and export
- Export to Excel, PDF or CSV for every PSA and compliance list. Large exports run in the background and are emailed to you.
- Bring your data from another PSA: import companies, service agreements, tickets and ticket history.
Integrations
- Hudu:
- Integration enabled.
- Networks, VLANs and IP addresses sync every 15 minutes.
- Your own edits are protected from being overwritten.
- Level and NinjaOne: renames and deletions are detected, with a review queue for them.
- Level alerts: open and resolved alerts are re-checked every hour, so a missed alert notification no longer leaves a ticket missing or stuck open.
- Stripe and QuickBooks: customer name changes flow back into the PSA.
- Microsoft Entra:
- Deleted users are deactivated, and can be restored.
- Stale devices are handled.
- New device import settings.
- Asset details: last seen, logged-in user, security score, OS and compliance state are now real fields.
- Device owners: a device’s owner now follows whoever actually uses it.
- Company page: shows RMM cards only for the RMM the company uses, adds a Level card, and shows “Last synced” times.
- Teams app overhaul.
- Accurate setup guides for every integration.
White-label branding
- Company Profile: one place for your logo, address, tax ID and brand colour.
- Your own sign-in link: branded sign-in pages, plus a branded app for your team.
- Your brand everywhere: reports, PDFs and emails carry your branding, and “Powered by Regentra” can be turned off.
- Email appearance: banner colour, button colour and logo background, with automatic readability checks.
- Support portal logo background options.
- Logo handling:
- Size guidelines.
- Automatic trimming of empty margins.
- A Canva template.
- Larger logos on sign-in pages and PDFs.
- Managed clients inherit their MSP’s branding correctly.
Account, settings and onboarding
- New “My account” area: your profile, preferences, notifications, security and calendar in one place.
- Settings is now its own area, separate from the PSA and Compliance apps.
- Email verification comes before passkey setup, and the verification link works on any device.
- Onboarding is now a guide rather than a requirement. Nothing is blocked while it’s unfinished.
- Trials:
- Live countdown banner.
- Option to extend by 7 days.
- Manual extensions by support.
- A free week offered when you cancel.
- Clearer messages when a trial has expired.
- Billing fixes:
- Compliance-only organizations can buy PSA.
- Buying one product no longer causes problems with your other trial.
- Cancelled customers are no longer treated as expired trials.
Security and privacy
- Four security audits completed and their findings fixed.
- Microsoft tenant connections now require proof of admin consent.
- Internal notes stay private: they are kept out of chat transcripts and AI reply drafts, and screenshots pasted into them stay off the customer portal.
- AI reply drafts only use the same customer’s past tickets.
- Device syncs can no longer affect another client’s assets.
- Logged time is protected: deleting a user or project can no longer erase it.
- Activity feed: visibility is based on role.
Reliability fixes
- Inbound email:
- No more lost mail.
- A retry queue for failed messages.
- Attachment downloads have more time to finish.
- SLA timers stay correct across daylight saving time changes.
- Portal links in ticket emails work when signed out and on custom domains.
- Contacts:
- Searching works across the whole list.
- Email matching ignores upper/lower case.
- Deactivating a contact saves immediately.
- Scheduled reports work for PSA-only organizations.
- Layout: fixes for phones and smaller screens across the app.
- Crash fixes: Super Admin pages, and invisible buttons on sign-in pages.
Under the hood
- Performance improvements.
- Dependency and security updates.
- A simpler production setup.
- Stronger automated checks before every release.