Product Update: Monitoring Performance Enhancements (June 2026)

Monitoring performance improvements are live!

The performance improvements we shared were coming are now live in Account Monitoring. A quick recap of what's changed:

✅ Faster review load times

Reviews load quickly so you can get into the content right away.

✅ Automatic review updates

Reviews update automatically when new sales or banking activity comes in for the period. You no longer need to delete and regenerate reviews to see fresh data.

✅ Reliable loading on larger reviews

Larger reviews load consistently. If you've run into errors or stalls on bigger reviews in the past, those are now resolved.

✅ PDFs match your completed review

PDFs show exactly what you saw when you completed the review, even if the review structure has changed since.

✅ Improved omitted transactions

You can omit all the transactions you need before triggering a variance recalculation. The reason for each omission appears in the omitted transactions view and narrative for easier auditing. Read more about omitting transactions in this article.

You should notice the difference right away! Thank you for your patience.

Sincerely,

The Green Check Team