October 25, 2024 Release Notes
FinCEN:
- Amended SARs: Easily "clone" completed SARs in order to create amended SARs, which include ALL details entered in the original report. This means less manual effort for you to re-add subjects, locations, branch information, etc. —simply correct what's needed and refile. Read more about this feature here.
- Added Report Filing Type column to FinCEN > Completed tab so you can easily see the type of report before clicking into it.
Bug Fixes:
- Monitoring Reviews: In some reviews, Daily Sales and Sales Summary - Retail were missing if certain types of reviews were run, specifically parent/child reviews.
- Enhanced the way we save and auto-save initial due diligence during onboarding.
- FinCEN: The TIN and TIN Type fields were not being included in the SAR XML and have been fixed.
- Fixed a Biotrack integration bug related to inventory types in traceability states
- Fixed a Biotrack integration bug related to setting sales to med/rec
- Fixed a Flowhub bug related to grams not being set on Tinctures
Integrations:
- Updated Alleaves data fetcher to add pagination.