UI / UX Improvements
- Additional business logic to route new users to the correct onboarding screen, regardless of how they arrive at the login page
- Update Marijuana License report to make the report parameters more intuitive and report content more useful
- Standardized the use/behavior of select (search input) fields on the Reports page
- Added a date range filter to the Monitoring page to improve page load speed and make it easier to search/filter reviews
FinCEN Reporting
- Added a new field for RSSD Number in the Company Profile page, which is used to auto-populate the FI Identification fields in FinCEN reports
Company Profile
- New section for managing information on branch locations (to be used within FinCEN reports in an upcoming release)
Data Page
- Released the new Unmatched Transactions tab to surface any corer transactions with transaction codes or account numbers that are not found in the system
- Added ability to click on individual rows on the Imports tab to view and download the raw data that was received
Account Monitoring
- Introduced a new Comments Summary widget in Monitoring Reviews to surface all the comments left across the app for the account(s) being reviewed.
- Added the ability to drill down into individual transactions contained within a review period
- Styling, sizing, and formatting improvements throughout Monitoring Reviews
Sales Data
- New Biotrack onboarding validator to better handle connection errors
- Added multi-location support for Sage Intacct integrations
Core Transaction Data
- Added a new SFTP configuration option to adjust how transactions with the same exact data in a single file are handle in order to prevent erroneous de-duplication of these records
Roles and Permissions
- Added a new custom Role called Core Data Admin which allows users to view and administer the data and settings related to how core data is handled in Green Check
- Note: these permissions were also applied to the existing Admin role
Bug Fixes
- Fixed issue leading to blank screen when navigating back from an individual Daily Summary page
- Fixed issue relating to saving the form fields on Accounts -> Active -> Internal tab