July 21, 2023 Release Notes

Tasks:

  • View values for multiple group assignees in the table view via tooltip

FinCEN:

  • Allow FinCEN reports to be generated for deposits of disconnected CRB orgs

Monitoring:

  • Improvements to monitoring review auto-generation:
    • Account Monitoring Reviews are a highly data-intensive feature where we synthesize and analyze thousands upon thousands of core and sales transactions across many organizations. We discovered a bottleneck in the process that was causing large delays or outright failures due to the intense amount of data processing.
    • This bottleneck has been addressed with more processing power, automatic scaling, automatic retry, and failure alerting to ensure these reviews are ready for you when you expect them to be. 
    • Some of these enhancements have been released and others are coming soon. Stay tuned. 

Bug fixes:

  • Fix to welcome email link expiring too soon for users invited to the Green Check app

Integrations:

  • Alleaves - Added support for filtering sales by the last modified date
  • Growflow - Added better error handling for authentication step
  • Proteus420 - Updated ingestor to better handle changing date formats
  • Treez - Added handling for Credit Card payment type