Skip to content
English
Log into Green Check
  • There are no suggestions because the search field is empty.

March 14, 2025 Release Notes

Updates

  • Added the ability to associate the Beneficial Ownership Questionnaire when creating a new Due Diligence template.
  • Added new 'Complete Application' task type for CRBs. 
  • Made Questionnaires more mobile-friendly.
  • Adjusted the onboarding completion flow for CRBs, directing them to Questionnaires if there are open Questionnaires to finish.\
  • Added Questionnaire table to the Application approval flow for FIs.
  • Added functionality to the CRB Dashboard to make it clearer that there are open tasks to complete. 
  • Made 'Notice Banners' more mobile-friendly.
  • Updated CTR creation to use dispensary nickname.
  • Added new category and gram data to the sale drawer.
  • Major improvements to PDFs.
  • Made all drawers mobile-friendly. 

Bug Fixes

  • Fixed an issue where monitoring review schedules weren't showing up when a child was associated with a parent account. Previously, a page refresh was necessary for them to show up.
  • Fixed an issue where a child account's review schedule wasn't shared with the parent account.
  • Fixed issue where DOB wasn't saving correctly on FinCEN SAR.
  • Added error handling to prevent marijuana license upload failures. 
  • Fixed an issue for CRBs manually uploading sales which was preventing the full upload modal from being on screen. 
  • Fixed issues where certain CRBs were seeing the 'Browse Marketplace' button rather than their Sales Dashboard.
  • Fixed some unexpected behavior related to navigating back and forth between the task drawer and the questionnaire results page.
  • Fixed issue for CRBs where clicking to 'View Application' from the Inbox wasn't opening the application.
  • Fixed an issue for CRBs where the amount of 'remaining tasks' wasn't decrementing as tasks were completed.
  • Fixed an issue where adding a secondary branch to FinCEN submissions was blocking the submission of the file
  • Fixed a report issue where Beneficial Ownership questionnaires weren't displaying properly in the Questionnaire Report.
  • Fixed an issue related to CRBs not being returned when attempting to filter to them using the License Type account filter.
  • Fixed an issue where CRBs weren't presented with positive confirmation that they had finished the full onboarding/beneficial ownership flow.
  • Made adjustments to the FinCEN SAR form in the event that the identification type is 'Unknown'. 
  • Fixed an issue where sales data files with more than 20,000 rows were failing upon upload. 
  • Various UI improvements.

Integrations Updates

  • Meadow - Now marking sales as 'void' if the status is canceled. 
  • Manual Upload - Default payment type to 'Unknown' if not supplied
  • Quickbooks - Began capturing the Invoice UUID in the event that users left this blank in Quickbooks