> ## Documentation Index > Fetch the complete documentation index at: https://docs.regentra.io/llms.txt > Use this file to discover all available pages before exploring further. # September 2026 Release Notes > Everything that shipped in Regentra during September 2026: ticketing, time and billing, calendar, compliance, integrations, branding, security, and fixes. September was our biggest month yet. This page is a round-up of everything that shipped, grouped by area. For the week-by-week detail, including anything you need to do, see the [Changelog](/changelog). **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. [Tickets guide](/psa/tickets) · [Ticket settings](/settings/tickets) ## 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. [Time tracking guide](/psa/time-tracking) ## 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. [Invoices & quotes guide](/psa/invoices-quotes) · [Service catalog](/psa/service-catalog) · [Payment processors](/integrations/payment-processors) ## 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. [Incidents guide](/compliance/incidents) · [Evidence collection](/compliance/evidence-collection) ## 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. [Import & export guide](/settings/import-export) ## 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. [Integrations overview](/integrations/overview) ## 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. [Organization profile guide](/settings/organization) · [Support portal](/psa/portal) ## 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. [MSP billing](/msp/billing) · [MFA](/settings/mfa) ## 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. Questions about any of these changes? Contact [support@regentra.io](mailto:support@regentra.io). This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.