Product BUZZ: June 2023

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

What's new

Hello and welcome to the June edition of our product newsletter! ๐ŸŒž๐ŸŒฟ As the summer heats up, our team has been busy creating refreshing enhancements to elevate your experience and empower your cannabis banking journey. Get ready to explore the cool updates we have in store for you in this edition.

Tasks & Assignments: View ALL System Generated Tasks

Exciting newsโ€”starting today, you can view ALL system generated tasks in one place! This release rounds out Green Check's Task feature, where you can view and manage manually created tasks, tasks created via the comment widget, and now system generated tasks, which are all the tasks that Green Check automatically creates.

Click here to see the full list of system generated tasks. (Note: All net-new system generated tasks will start flowing into the Tasks table as of today!)

Tasks Table

Negative News

Last week, we introduced Green Check's Negative News Alerts, emails that deliver timely notifications about any negative news found online regarding the cannabis operators you serve. The beta version of this feature is email onlyโ€”we will email you with negative news that surfaces about a CRB in any stage of the relationship, as long as they have a license that is linked to our third-party tracking partner, CRB Monitor.

Learn more about Negative News Alerts!
 

Account Monitoring: Cash Reconciliation

Added a cash reconciliation table to Monitoring Reviews so you can easily see cash sales compared to cash deposits and the cash variance at-a-glance!

CashRecon

 

Release Notes

  • Check out release notes (here and here) for all the features and functionality we've released since we last spoke in May

How to:๐Ÿ’ก Automate your monitoring reviews

Automated review schedules help you establish recurring monitoring reviews for your accounts without any manual intervention.

Simply navigate to the Internal tab of the desired account and follow the steps highlighted in this support center article.

Once the setup is complete, the automated review schedule will run seamlessly in the background, ensuring consistent monitoring of your accounts. You can rest assured knowing that reviews will be conducted at the specified frequency without requiring any further action on your part. Try setting up account monitoring reviews today!

Screenshot 2023-06-28 at 2.19.47 PM

More buzz ๐Ÿ from Green Check

On the horizon: PDF Report Support

We are working on PDF report support within the Green Check app, starting with an account "application snapshot." With this new functionality, you will be able to generate a snapshot of the application in PDF format, ensuring you have a convenient and easily accessible record of the account's submission details.

The PDF report will encompass all the relevant information, giving you a complete overview of the account's status, documentation, and associated data. Stay tuned for more updates. We can't wait to help you optimize your workflow with this exciting new feature and more to come

Team spotlight ๐Ÿ‘‹

We want you to get to know the people behind the product. This month, see how far some of the product and engineering team members are traveling this summer:

  • Mexico ๐Ÿ–๏ธ
  • Japan ๐Ÿฃ
  • Hawaii ๐ŸŒบ
  • Germany โœˆ๏ธ
  • Jersey Shore ๐ŸŒŠ
  • Maine ๐Ÿฆž
  • Deep into the woods ๐ŸŒณ
  • The Ozarks ๐ŸŽฃ
  • Pawleys Island โ›ณ
  • Universal Studios in Orlando ๐ŸŽฅ