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June 30, 2026 Release Notes

This release covers new features, improvements, and bug fixes shipped across Account Monitoring, Tasks & Questionnaires, Reports, Sales, Document Lifecycle, FinCEN, and more.

Account Monitoring: Sales & Core Data Recalculation

Account Monitoring reviews now automatically detect when new sales or core transaction data arrives and flag affected reviews for recalculation.

  • When new sales or core transactions are ingested whose dates fall within an open review's period (including previous period and previous year windows), the review is automatically marked for recalculation.
  • An informational blurb appears on reviews that are pending recalculation, so users understand the data is being refreshed.
  • When recalculation generates new insights, they are merged with existing insights. If the data changed, the previous insight is marked as stale (disabled in the UI) and the new insight displays a "New" pill so reviewers can see what changed.
  • Recalculation is scoped to Parent and Standalone reviews only — Child reviews are excluded to avoid duplicate processing on MUOs.
  • Only omit-triggered recalculations will reopen a completed review to "Needs Review" status with a notification. Sales and core data recalculations do not change the status of already-completed reviews.

Account Monitoring: Variance & Calculation Updates

  • Transfers were automatically excluded from the deposit base in variance calculations for a short period — both in the variance chart and the historic activity table — however, they will be added back in as of 7/2 based on your feedback, which means you will have to omit transfers as appropriate after this date.
  • The variance percent formula in the historic activity table has been corrected to ((Deposits - Sales) / Sales) × 100. When one input is zero, variance is capped at ±100%.
  • The "Deposits - Sales" column in the historic activity table now uses the correct deposits - sales calculation (previously it was reversed).

Account Monitoring: Async PDF Generation

  • Monitoring review PDFs are now generated asynchronously when the review is completed. The PDF is stored and available for immediate download on subsequent exports.
  • PDF export is now only available from the Completed tab. If the PDF has not yet finished generating, a notification appears and the file downloads automatically when ready.

Questionnaires: Delete Upcoming One-Time Sends

FIs can now remove future one-time questionnaire sends directly from the Upcoming tab.

  • A trash can icon with confirmation modal allows FIs to delete scheduled one-time questionnaire distributions before they are sent.

Task Management: Account Name Search

  • The task table search bar now includes CRB account name in search results — including grouped "Multiple Accounts" rows where any underlying account matches the search term.
  • A results banner displays the count of matching rows when a search term is active.
  • Search bar placeholder updated to "Search tasks or accounts."

Task Management: Auto-Close & Notification Improvements

  • The "Complete New Application" task now auto-closes when a CRB's due diligence status changes away from "Invited" for any reason — not just when the CRB completes the standard application flow.
  • When a task is reassigned from a group to an individual within that group, the individual now receives a reassignment notification email. Previously, no notification was sent because the user was considered "already assigned."

Reports: New Columns

  • The Account Summary by Template report now includes DBA, Mailing Street Address, Mailing City, Mailing State, and Mailing Postal Code columns.
  • The Core Data Export report now includes a Transaction Description column when the FI is passing description data.

Sales: Enriched Sale Data & Manual Upload Validation

  • Sale drawers, tables, and reports now include transaction method (sale location) and product category/subcategory fields. Customer ID display has been improved — anonymous or non-customer sales now display "Anonymous" instead of a composite key. A new "Last Synced" date column has been added to all sales reports.
  • Manual retail sales uploads via Flatfile now validate that payment-type totals match the Transaction Total within $0.01. Rows where Cash + Debit + Credit + Check do not equal the Transaction Total are flagged as invalid and routed to the Rejected tab for correction.

Integration Updates

  • Posabit V3 integration support — updated authentication from single-token to Basic Auth with integrator+venue token pair, field name changes for v3 API compatibility.
  • Sweed unit of measure additions — added support for fractional ounce formats (1/8, 1/4, 1/2 oz with and without spaces) to improve gram calculation accuracy for deli-style products.
  • LeafLogix deli-style product handling — for weight-based (unitType = Wgt) products, quantity is now treated as 1 and the sale quantity value is used as the net weight in grams, matching how Dutchie POS reports these sales.
  • Cova hemp category mapping — the full classification path is now used for product categorization, resolving issues where hemp and cannabis products with the same subcategory name were being misclassified.
  • Lexis Nexis integration updated to include Beneficial Ownership data collected through the new BO template when running identity checks.

Bug Fixes

Account Monitoring

  • Fixed table filtering showing a stale row when applying dropdown filters while on a page beyond the first — the table now resets to page 1 when filter results reduce the row count below the current page range.

FinCEN SARs

  • Fixed SAR total and cumulative amounts not rounding up to the next whole dollar when populated from the transaction summary drawer.

Questionnaires

  • Fixed the Questionnaires section disappearing from the due diligence review stepper after navigating to an organization's General tab.

Document Lifecycle

  • Fixed archived documents with lifecycle tracking date fields still triggering expiring/expired notifications.

Also new: High Risk Support (this is an add on product—speak to your Relationship Manager for more information)
FIs can now onboard and manage accounts across multiple high-risk industry types, not just cannabis.

  • New industry types added: Gaming, Alcohol/Beverage, Hemp, Cash Intensive Business, and Other. These appear as options when inviting new organizations.
  • Cannabis-specific UI elements (Marketplace, Sales Integration settings, Marijuana Licenses, POS/Invoice fields) are now hidden for non-cannabis accounts across the CRB profile, user settings, navigation, and dashboard.
  • Zero-state images and icons throughout the FI app have been updated to generic equivalents, replacing cannabis-themed imagery.
  • Document lifecycle: track expiration dates and other metadata for any document in your high-risk templates.