PDF Support for Accounts is now available. There are two options:
Snapshot of account: This is for active accounts approved on or after August 1st, and shows the "snapshot" of the account information when it was initially approved.
"Live" account export: This PDF exports the account as it stands right now, and can be used for accounts of any status (active, invited, awaiting review, review in progress)
Download live PDF export when switching due diligence template. so you can see exactly what the account looks like at this moment in time before switching to another template.
Account Summary Dashboard filter: Updated this filter component to perform better for parent/child account relationships.
FinCEN:
SAR: Select from existing "subjects" (Account Owners or MOTs) to populate subject information within the SAR. You can always add SARs manually still, of course, but this new feature gives you the ability to select from existing Account Owners and MOTs (both individuals and entities). We will fill in the information we know about the individual or entity so you don't have to.
Monitoring:
Monitoring review filter: Updated to ensure that monitoring review data can be viewed by shared and non-shared parent/child account numbers
UX/UI:
Adjusted global layout for those who use wide screens to view the Green Check app (leading to less "white space" and more content viewing area)
Bug fixes:
If a manual deposit record is deleted, the related task is now also deleted.
