Product BUZZ: January 2024

Updates, insights, and how-tos to help you get the most out of the Green Check platform.

What's new

Welcome to the January edition of our product newsletter! 🎉❄️ As we embark on a brand new year, our team is excited to kick things off with a burst of innovation. We've been hard at work to bring you updates that will set the tone for a year of growth and success in your cannabis banking endeavors. 
Scroll to the bottom for a *new* edition to the monthly newsletter.

Accounts

Edit CRB Information: Releasing Soon!

Soon you will be able to experience enhanced self-service and efficiency with the introduction of the Edit CRB Information feature.

This functionality allows you to make real-time updates to cannabis business details, streamlining your workflow and fostering transparent collaboration. In other words, no need to contact support or the CRB to make necessary changes.

Look out for the official release! We're excited to empower you with this feature.

EditCRBAnimatedGIF

FinCEN

Transaction Summary Enhancements (see "how to" section below):

    • The FinCEN SAR 'Transaction Summary' drawer has been reorganized, allowing you to choose the exact payment types for which you want to view related data.
    • The report now auto-populates the Total Amount and Cumulative Amount fields with just a click!

    Tasks & Assignments

    Filter Tasks with Ease

      We want to continuously make the Tasks & Assignments feature more valuable to you so we are releasing items that will help:

        • Created By filter has been added so you can track work that you or others have created, both for Internal and External tasks!
        • A toggle that hides "auto-generated" internal tasks is coming soon, so you can reduce the amount of noise when sifting through tasks.

      Screenshot 2024-01-30 at 1.38.16 PM

      Release Notes

      • Check out release notes (here and here) for all the features and functionality we've released since we last spoke in December.
      • Also, here's a recap of 2023 ICYMI!


      How to:💡 View 'Transaction Summary' Details in a SAR

      We've improved the 'Transaction Summary' drawer so you can now choose the specific payment types to include in the Total Amount field.

        1. Scroll down to the Suspicious Activity Information section of a SAR.
        2. Click the View Transaction Summary button.
        3. You'll see dates, affected account numbers, and will now be able to choose the payment types that should be included in the transaction summary.
        4. In the drawer, you will see all deposits/withdrawals by account number. 
        5. At the top, use the Populate Amounts into Report button to populate the Total Amount and Cumulative Amount fields.
        6. Close the drawer and you'll see the amounts reflected in the SAR!

        TransactionSummarySAR

        Buzz 🐝 Worthy Ideas & Requests

        Vote on ideas important to you!

        Introducing a new corner where your voice is heard and you can cast your vote on the ideas that appeal most to you. Your participation is key in helping us prioritize and enhance features that truly matter.

        Open the Product BUZZ newsletter in your email to see the latest features we need input on (👍  or 💤 ) and share your thoughts. You must be logged in to Green Check to view the Ideas Portal.

        Or add a new idea here!