These improvements cover updates made since the release on May 6.

New Features

Syncro Payments

Plan Availability: All Plans

Accept credit card and ACH payments without a third-party portal or separate billing platform. Manage the full payment cycle, from processing and recurring billing to disputes and support, all in one place inside Syncro, powered by Stripe.

Core Capabilities:

• Credit Card and ACH Processing: Credit card transactions are 2.9% + $0.30. ACH is 0.8%, capped at $5.00. No additional monthly fees. PCI compliance is handled through Stripe directly.
• Automatic Recurring Billing: Stored payment methods apply automatically against recurring invoices. Manual intervention in each billing cycle isn't needed.
• End User Portal Payments: Clients pay invoices and update their stored payment information directly from the End User Portal.
• Integrated Payments Dashboard: Track every transaction, manage payouts, monitor real-time account balance, and respond to disputes, all from within Syncro.
• Financial Reporting: Download fee summaries, reconciliation reports, and annual tax forms including IRS Form 1099-K from the Reporting section of the dashboard.
• Syncro-Owned Support: Payment support goes through Syncro directly, not Stripe. One contact, one team.

Read more here: Syncro Payments. 

Microsoft 365 Baseline Features

Three features shipping this month close the loop on monitoring and responding to security drift: see who's exposed, fix it in one click, and capture the work as a billable ticket.

One-Click Remediation

Plan Availability: IT and Team Plans

Fix Microsoft 365 security misconfigurations without leaving Syncro and document every change with a full audit trail. When a baseline rule fails, a Remediate button appears in the Rule Details panel alongside the current and desired state, so technicians can apply the correct configuration in one click.

Core Capabilities:

• Inline Remediation: Click the Remediate button directly in the Rule Details panel for any eligible non-compliant rule. No tenant login or manual configuration is required.
• Bulk Remediation: Select multiple non-compliant rules on the Compliance Details page and remediate them in a single action from the Bulk Rule Actions menu.
• Status Feedback: The rule displays "Remediating" during processing, then "Reassessing" while changes sync with Microsoft and compliance is re-verified.

Read more here: One-Click Actions for Baseline Rules. 

One-Click Ticketing

Plan Availability: IT and Team Plans

No failed baseline rule goes unbilled or untracked. Technicians create a service ticket directly from any failed rule, pre-populated with the rule name, failure details, and official remediation steps, then route it to the service board for assignment, time tracking, and billing.

Core Capabilities:

• Individual Rule Ticketing: Click Create Ticket in the Rule Details panel for any failed rule. A pop-up prompts for Customer Organization, Issue Type, and optionally Assignee and Priority, then generates the ticket.
• Bulk Ticketing: Select multiple failed rules on the Compliance Details page and create a separate ticket for each in a single action.
• Pre-Populated Ticket Body: Each ticket is titled "Remediate [rule name]" and includes the rule name, failure details, current state, and official remediation steps from Microsoft or CIS documentation.
• Duplicate Prevention: If a ticket already exists for a selected rule, Syncro prompts you to skip it rather than create a duplicate.
• Service Board Integration: Generated tickets feed directly into the existing service board for assignment, time tracking, and billing.

Read more here: One-Click Actions for Baseline Rules. 

Rule Impact Details

Plan Availability: IT and Team Plans

Walk into every compliance review with the evidence already prepared. Before taking action on a failed rule, technicians see exactly which users, groups, and devices are responsible, by name or ID with a total count, directly in the rule detail view.

Core Capabilities:

• Impacted Object List: Each failing rule displays the specific users, groups, or devices responsible for the failure by name or ID, directly in the rule detail view.
• Total Count: A count of impacted objects appears for each non-compliant rule so technicians can prioritize by scope.

Read more here: About the (Tenant) Compliance Details Page. 

End User Portal SSO

Plan Availability: All Plans

Stop fielding password reset tickets from users who log into the portal twice a year. Connect their identity provider once, and end users sign in with the credentials they already use at work. No separate Syncro password required. End User Portal SSO supports Entra ID, Google Workspace, and any OIDC-compliant identity provider. Standard login coexists alongside SSO, so contractors or users outside the primary directory can still access the portal with a password. Requires the New End User Portal.

Core Capabilities:

• Org-Level OIDC Configuration: Configure one identity provider per organization from the Organization Detail page, entering the Client ID, Secret, and Discovery URL from the IdP, then registering the Syncro-generated callback URL in the IdP settings.
• Sign in with SSO: A "Sign in with SSO" option appears alongside standard login. End users authenticate through their organization's existing login page without a separate Syncro password.
• Mixed-Mode Support: SSO and standard login coexist. Users outside the configured identity provider can still access the portal with a password.
• MFA Bypass Option: When SSO is active, Partners can optionally disable the portal MFA requirement for end users. Disabling SSO restores previous MFA settings automatically.

Read more here: Configure the End User Portal for SSO.

Quality of Life Improvements & Fixes to Existing Features

We're listening to your requests and making improvements to make Syncro work better for you. Here are some Quality of Life improvements and fixes we've made in this release:

API

• Asset policy management is now available via the Syncro API. You can view and update the policy folder assigned to an asset directly via the API.
• Policy folder management is now available via the Syncro API. You can create, modify, and delete policy folders directly via the API.
• You can retrieve the installed applications for a specific asset with the new Get /customer_assets/<asset id>/installed_applications endpoint.
• Additional data is now available with Get Invoices endpoint: 
  • Distinguish between recurring vs one-time revenue with the addition of the is_recurring boolean in the response.
  • Reconciliation is easier with the addition of the balance_due and amount_paid values in the response.

Assets

• Customer Organization Name now appears next to the Asset Name in Search All Things results, making it faster to identify the right asset.
• Fixed an issue which could result in a 504 error when navigating to the Assets page.
• The Remote Access popup link for Mac assets not yet configured with Splashtop permissions now directs to the correct documentation page.

Calendars

• Added "Last Available Appointment Time" field to Calendar Link Appointment Create/Edit when using Business Hours.
• All-day appointments now display correctly within a single calendar day.

Customer Organizations

Organization Saved Searches filtered by Ticket Count or Dollars Spent now return accurate results.

Estimates

Single ticket notifications now send correctly when a customer replies to an email generated from an estimate linked to a ticket.

Invoices

• The Ticket Title column is now visible in the Pending Ticket Charges table on the invoice Line Items widget, making it easier to identify the associated ticket.
• Recurring invoices configured to create a ticket before a customer's contract expiration no longer generate duplicate tickets.
• Xero integration: The accounts field in Xero now populates correctly on Purchase Orders.
• QuickBooks integration: Projects created in QuickBooks Online now sync correctly as projects in Syncro rather than as customers.

Microsoft 365 integration

A notification now appears when the M365 mail integration disconnects, with clear guidance on how to resolve the issue.

Mobile App

• The Time Clock state now stays in sync on mobile after editing a historical time log on web.
• Fixed an issue where the Ticket Timer could load and display incorrectly.
• Chats now display correctly on the Chats tab screen.
• Dropdown fields now open correctly on Android devices.

Payments

A new Stored Profiles by Organization report is now available, listing all stored Credit Card and ACH profiles across customers with associated details for billing management.

Reports

The Company Overview Report now shows accurate Last Month to Date values.

RMM

• Fixed an intermittent issue with scripts configured to "skip if offline" on online Windows devices.
• The Linux CLI installer now supports a --skip-os-check flag, enabling installation on AlmaLinux, Rocky Linux, and other RHEL- and Debian-compatible distributions without modifying system files.

Tickets

• PDF, JPEG, PNG, and GIF attachments now render directly in the browser instead of forcing a download.
• A new setting — "Ticket Comments - Automatically set status to 'Waiting on Customer' when email is sent" — is now available under Admin > Tickets > Preferences.
• URLs in Ticket Comments no longer incorrectly absorb characters typed after them into the hyperlink.
• Opening or closing sections on the Ticket Details page in one browser tab no longer affects other open tabs for the same user.
• New customer organization groupings on the Ticket page now insert in alphabetical order immediately, without requiring a page refresh.
• Fixed an error which could result in Leads failing to change to "Won" status when a ticket is created from them.

Other

• Webhook URLs in Notification Sets now persist correctly and no longer disappear intermittently.
• The IP Allow List now displays clearer wording indicating when it is enabled or disabled.
• The overdue reminder banner now displays correctly and at the right time.

What's Coming Next

For information about what's coming, including new features available for Early Access, visit the Syncro Platform Roadmap.