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Sr. No.	DBA Name	MID	Date Added	Status	Status Change	Processor	Approval	Split	Is Override Is Merchant
1	Jasper Package Store	461084469694403	May 09 2023	ACTIVE	Jul 08 2024	SBC	Jan 30 2023	12.50%	Merchant
	Address : 301 North Walston Bridge Rd					Phone : 2052653320		Contact : Dinesh Patel
•	-		SBC- IBUXX- 3.5%- Valor 100- IP- Batch Time 11:30pm Central- wants Apple pay
•	-		TT Dinesh, pin pad was not powering up we did an application download. Now working
•	-		On Saturday 5/27 we had to reset daily threshold
•	-		Emily spoke to "Danny" and sent him his monthly statement. I emailed him the Pioneer QRG with instructions on what to do to get registered so that he can pull his monthly statements each month.
•	-		This merchant was involved in the MC Rejects that occurred 10/12 - 10/14 on SBC. I called him today to let him know that he had some rejected transactions and that they would be paid as soon as the issue gets resolved. When I called his cell phone, it went straight to voicemail, so I left a message giving him some details and asking him to call the office.
•	-		account was showing cancelled for unknown reason. They were still processing transactions and are still active on SBC. Reactivated account.
2	The Rustic Rose	461084469695762	May 09 2023	CANC	Sep 18 2024	SBC	-	-	Merchant
	Address : 3601 HWY 788					Phone : 205-387-7070		Contact : Jennifer Busby
•	-		User: Morgan Withee -> Changed : AverageTicket FROM 0.00 TO 150
•	-		User: Morgan Withee -> Changed : AnnualVolume FROM 0 TO 120000
•	-		User: Morgan Withee -> Changed : MonthlyVolume FROM 0.00 TO 10000
•	-		User: Morgan Withee -> Changed : Swipe Percent FROM 0 TO 80
•	-		User: Morgan Withee -> Changed : TO Percent FROM 0 TO 20
•	-		User: Morgan Withee -> Notes: Terminal was shipped out yesterday
•	-		User: Morgan Withee -> Notes: IBUXX SB - Exadigm Terminal . Auto Batch at 7:30 PM Password m Q123456
•	-		User: Morgan Withee -> Notes: NX1200 Terminal 0002 TID: 76633588 S/N: 9032X16355
•	-		User: Mike Thomas -> Notes: Shipped card reader FedEx ground 774543720925
3	Classic Cleaners	8035175093	May 09 2023	CANC	Mar 09 2024	-	Jul 08 2019	-	-
	Address : 1301 Hwy 78 East					Phone : 2052754454		Contact : David Waldrop
•	-		User: Pennye McAnulty -> Changed : AverageTicket FROM 0.00 TO 20
•	-		User: Pennye McAnulty -> Changed : Swipe Percent FROM 0 TO 95
•	-		User: Pennye McAnulty -> Changed : TO Percent FROM 0 TO 5
•	-		User: Pennye McAnulty -> Changed : AnnualVolume FROM 0 TO 120000
•	-		User: Pennye McAnulty -> Changed : MonthlyVolume FROM 0.00 TO 10000
•	-		User: Pennye McAnulty -> Notes: Merchant is not receiving next day funding. Solution: I contacted Elavon to inquire on next day funding. Heather stated that the merchant was not set up for next day funding. She sent an email to her risk management team to have it added. It will take 24 - 48 hours for the changes to take effect.
•	-		User: Mike Thomas -> Notes: Reset terminal after power loss.
4	Mikes BBQ	8035496234	May 09 2023	ACTIVE	Mar 15 2024	Elavon	Jan 01 1970	-	-
	Address : 64 Pineyridge Rd					Phone : 205-300-6828		Contact : Michael Pate
•	-		User: Morgan Withee -> Changed : Swipe Percent FROM 0 TO 95
•	-		User: Morgan Withee -> Changed : RoutingNumber2 FROM 062202859 TO
•	-		User: Morgan Withee -> Changed : DDANumber2 FROM 20901666 TO
•	-		User: Emily Karawadra -> Notes: Called in the terminal will not work. The display won't light up. Hes going home to get an ipad to try to do usaepay on an app. We will ship him a terminal tuesday
•	-		User: Emily Karawadra -> Notes: Morgan called Elavon to rush a tsys var to add usaepay
•	-		User: Emily Karawadra -> Notes: CONV FIRST AID ACCOUNT iID = 2148146 User ID MIKESBBQadmin password MikesBBQ2020!
•	-		User: Emily Karawadra -> Notes: called twice to give converge login no answer. Messaged MP Tyler.
•	-		User: Emily Karawadra -> Notes: walked merchant thru setup they received terminal. They called back had to conference elavon in to clear out old batch. They should be good to go now!
•	-		User: Cheri Hansen -> Notes: Need EIN and DL
•	-		CANCELLED - CONVERTED TO SBC
5	Classic Cleaners	461084469699821	May 09 2023	CANC	Sep 18 2024	SBC	Sep 07 2020	-	-
	Address : 1301 Hwy 78E					Phone : 205-221-1200		Contact : David Waldrop
•	-		User: Morgan Withee -> Changed : AverageTicket FROM 0.00 TO 20
•	-		User: Morgan Withee -> Changed : AnnualVolume FROM 0 TO 170000
•	-		User: Morgan Withee -> Changed : MonthlyVolume FROM 0.00 TO 14000
•	-		User: Morgan Withee -> Changed : Swipe Percent FROM 0 TO 95
•	-		User: Morgan Withee -> Changed : TO Percent FROM 0 TO 5
•	-		User: Morgan Withee -> Notes: David called because he was missing some deposited. I figured out his terminal is batching at 5:30 am instead of 7:30 pm. Showed him how to batch out manually so he can continue getting his batches next day. I figured out this time is wrong on his terminal. I am calling him to get this changed over now.
•	-		User: Morgan Withee -> Notes: Left a message for David. He will call me back when he is free to change time on terminal.
•	-		User: Morgan Withee -> Notes: David called and said he had a missing deposit from the 2nd and 3rd. I see the deposits in the system but they did not come through until the 6th. He is on next day funding. It looks like his bank of not open on the 3rd so it did not deposit until the 6th. I will call David and go over this again. His funds are coming next day but I can not guarantee a time of deposit.
•	-		User: Morgan Withee -> Notes: We are having a calculating issue in one of the terminals. Yesterday this merchant ran a refund for $25.25 you can see the approved receipt below. Their total sales for the day were $74.59 and then if you take out the return it should be $49.34 like it says on the net deposit of the batch receipt below. However the terminal is adding the $25.25 into the Hash total. It is showing $99.84 instead of 49.34. And now the merchant wants to know where his $50 is. There is no money missing but this receipt is very misleading because it's adding the refund instead of subtracting it. I have gotten with exadigm tofigure out what isgoing on. Linda said that jet pay is holding the refund bc there was no prior sale run on this card - it was an accidental refund. So he will get $74.59 and then once the refund is processed it will remove that out $25.25
•	-		User: Morgan Withee -> Notes: NX1200 Terminal 0002 TID: 76632338 S/N:9037X16355
•	-		User: Morgan Withee -> Notes: Got a text from Tyler. David is upset because he was billed from Elavon in August. I explained that was from his last months billing from June and that he will not see any billing anymore. He still wants a refund since he did not process. So I have submitted for a refund due to COVID. Waiting to hear back from Elavon if we can get them a refund.
6	Kith Furniture LLC	8035098295	May 09 2023	ACTIVE	Mar 15 2024	Elavon	Jan 07 2019	-	-
	Address : 7155 State Hwy 13					Phone : 205-486-6818		Contact : Lynn Sherrill
•	-		User: Pennye McAnulty -> Changed : AverageTicket FROM 0.00 TO 1000.00
•	-		User: Pennye McAnulty -> Changed : AnnualVolume FROM 0 TO 600000
•	-		User: Pennye McAnulty -> Changed : MonthlyVolume FROM 0.00 TO 50000
•	-		User: Morgan Withee -> Notes: Their Account # is 2104979 Their username is KITH and password is Perfect.1522 for Online For mobile it is KITH and the pin is 469605. They are looking for the tracking number for the reader. The website is https://www.myvirtualmerchant.com/VirtualMerchant/
•	-		User: Pennye McAnulty -> Notes: PCI User is 8035098295 and password Kith@2019
•	-		User: Pennye McAnulty -> Notes: 8035034787 Old MID - Cancelled so that they could have invoicing.
•	-		User: Pennye McAnulty -> Notes: NEW MID 8035098295
7	Midnight Special	520003550964	May 09 2023	ACTIVE	-	Vantiv	Jan 01 1970	-	-
	Address : 2004 Birmingham Ave					Phone : 205-221-0870		Contact : Rick Garrison/ Melissa
•	-		User: Pennye McAnulty -> Changed : AverageTicket FROM 0.00 TO 100.00
•	-		User: Pennye McAnulty -> Changed : AnnualVolume FROM 0 TO 250000.00
•	-		User: Pennye McAnulty -> Changed : MonthlyVolume FROM 0.00 TO
•	-		User: Kay Arpin -> Changed : MonthlyVolume FROM 0.00 TO 21000
•	-		User: Kay Arpin -> Changed : Swipe Percent FROM 0 TO 100
•	-		User: Morgan Withee -> Notes: Tyler texted me to let me know that midnight special is concerned about their funding time. I called and left a voicemail for the lady to talk about setting them up for next day or same day funding.
•	-		User: Morgan Withee -> Notes: I think next day funding is more cost effective for them.
•	-		User: Mike Thomas -> Notes: Replaced terminal with SN: 332-917-069 shipped next day priority overnight (area does not have standard overnight)VX520
•	-		User: Morgan Withee -> Notes: Tyler let me know they are having some issues with their terminal so I am getting a replacement sent out to them. Waiting on New TID to populate in system
•	-		User: Morgan Withee -> Notes: Sent another terminal out Friday will get there end of day today. If they still experience any issues then we know that it is an environmental issue instead of a terminal issue.
•	-		User: Morgan Withee -> Notes: they got their termnal. Just waiting for Melissa to call me back so that I can walk her through the set up.
•	-		User: Morgan Withee -> Notes: New TID: 16837626
8	The Rustic Rose Flowers & Gifts	520003525252	May 09 2023	ACTIVE	-	Vantiv	Nov 04 2019	-	-
	Address : 3804 HWY 78 E					Phone : 205-387-7070		Contact : Jennifer Busby
•	-		User: Pennye McAnulty -> Changed : AverageTicket FROM 0.00 TO 150.00
•	-		User: Pennye McAnulty -> Changed : AnnualVolume FROM 0 TO 120,000.00
•	-		User: Pennye McAnulty -> Changed : MonthlyVolume FROM 0.00 TO
•	-		User: Pennye McAnulty -> Changed : Swipe Percent FROM 0 TO 55
•	-		User: Pennye McAnulty -> Changed : MO Percent FROM 0 TO 45
9	The Rustic Rose Flowers and Gifts-Show	520003776953	May 09 2023	ACTIVE	-	Vantiv	Sep 25 2019	25.00%	Merchant
	Address : 2223 N. Airport Rd					Phone : 205-387-7070		Contact : Jenny Busby
•	-		User: Kay Arpin -> Changed : AnnualVolume FROM 0 TO 25000
•	-		User: Kay Arpin -> Changed : MonthlyVolume FROM 0.00 TO 1200
•	-		User: Kay Arpin -> Changed : Swipe Percent FROM 0 TO 90
•	-		User: Kay Arpin -> Changed : TO Percent FROM 0 TO 10
•	-		User: Kay Arpin -> Changed : AverageTicket FROM 0.00 TO 50.00
•	-		User: Emily Karawadra -> Notes: Usa ePay crendentials: rusticrose Password: hello123
•	-		User: Emily Karawadra -> Notes:
•	-		User: Emily Karawadra -> Notes: Mrs Jenny called in stating that her login was not working for usa pay and that her funds werent being transferred into her account I researched the situation to find that her funds were routed to the IPS account The funds totaled 2424 I went ahead and same day ached Mrs Jenny so she can have her funds
•	-		User: Emily Karawadra -> Notes: USA ePay credentials are not working Mike is working to reset them
•	-		User: Emily Karawadra -> Notes: New USA ePay Credentials: rustricrose PW: summer2020
•	-		User: Emily Karawadra -> Notes: Updated PW: Thena2013
•	-		User: Emily Karawadra -> Notes: Mrs. Jenny is stating her funds have still not hit her account. I told her to call her bank to verify that they got the funds. She is supposed to get back with me.
•	-		User: Emily Karawadra -> Notes: Ms. Jenny received her funds. All is good.
•	-		User: Mike Thomas -> Notes: TT Jenny explained funds go back on card through issuing bank of card.
•	-		User: Mike Thomas -> Notes: Called Jenny to check on her card reader..not in...will call me back
•	-		User: Morgan Withee -> Notes: Tyler texted me stating that Mrs. Jenny wants to be on net billing where her fees come out daily instead of gross. I have emailed iso client services to put in this request.
•	-		User: Mike Thomas -> Notes: Called Jenny to check on her card reader....no answer....left message
•	-		User: Mike Thomas -> Notes: Tried calling again....Jenny will call me back when she can....the card reader isn't at the location so I couldn't try any troubleshooting
•	-		User: Morgan Withee -> Notes: Spoke to ms. Jenny. She said she los her charging cord for her B200. I let her know she can use any cord that will fit into the device. She also requested a new B200 for her show in November. I told her once we get new readers next week. I will invoice her and send a new reader for her. She said that her fees are still not coming out daily. I am going to check in on her SR I put in on 7/27/21
•	-		User: Morgan Withee -> Notes: I called into the GEM Team and they said they are on daily discount.
•	-		User: Morgan Withee -> Notes: Got the readers in today. Sent over invoice. Mike will ship out new reader today.
•	-		Peggy called in and needed Feb 2023 monthly statement. Emailed statement to her
10	Rhodes 24/7 Fitness	520002782190	May 09 2023	ACTIVE	-	Vantiv	Feb 28 2018	25.00%	Merchant
	Address : Michael Rhodes					Phone : 662-831-0202		Contact : Michael Rhodes
•	-		User: Mike Thomas -> Notes: Set up USA ePay
•	-		User: Mike Thomas -> Notes: Requested a USA ePay password reset
•	-		User: Emily Karawadra -> Notes: requested 1099 for vantiv charlotte emailed to his email
•	-		Received new bank letter from Michael for a bank account change. Conferenced him in with WorldPay to get the account updated on their system. Made the change in our system
11	Reliable Air Conditioning Systems	520003555184	May 09 2023	ACTIVE	-	Vantiv	Apr 24 2019	25.00%	Merchant
	Address : 2204 VIKING DRIVE					Phone : 2052212041		Contact : Beth Crump
•	-		User: Pennye McAnulty -> Changed : AverageTicket FROM 0.00 TO 300.00
•	-		User: Pennye McAnulty -> Changed : AnnualVolume FROM 0 TO 1000000
•	-		User: Pennye McAnulty -> Changed : MonthlyVolume FROM 0.00 TO 50000
•	-		User: Kay Arpin -> Changed : Swipe Percent FROM 0 TO 10
•	-		User: Kay Arpin -> Changed : TO Percent FROM 0 TO 90
•	-		User: Pennye McAnulty -> Notes: TT Susie the terminal is not printing a batch report. Conferenced in with tech support and did update to the terminal.
•	-		User: Mike Thomas -> Notes: Changed communication type back to dial....now working
•	-		User: Pennye McAnulty -> Notes: Susie called in about a transaction for $1.75 that she did not recognize. I called the gem team and they stated it was a gift card transaction and the card only had a balance of $1.75.
•	-		Spoke to Asha Handley from Reliable AC she had a concern about 3 debits from the Reliable AC bank account that appear to be for processing. The 3 debits were: $149.35 - I can not locate this in our system $299.85 - I can not locate this in our system $670.37 - identified this on the monthly statement. The number 1 and 2 transaction I can not locate anywhere in our system. I have requested that they send me a screenshot or image of what the debit description looks like for all 3 of these transactions in hopes it helps me verify if in fact they came from Impact and I am missing it somewhere OR that they came from someone else. I emailed Asha all of these details and I am waiting to hear back from her.
12	Mike's BBQ	461084469699681	May 09 2023	ACTIVE	-	SBC	Dec 05 2022	25.00%	Merchant
	Address : 64 Pineyridge Rd					Phone : 205-300-6828		Contact : Mike Pate
•	-		SBC-Traditional-Tips-Manual Batch-Valor 100-IP-NDF
•	-		TT Mike can't easily insert chip cards, replacing VL100
13	Kith Furniture LLC.	461084469694265	May 09 2023	ACTIVE	-	SBC	Dec 20 2020	25.00%	Merchant
	Address : 7155 St HWY 13					Phone : 205-486-6818		Contact : Lynn Sherrill or Meredith
•	-		SBC - Traditional - Converted from Elavon - Swipe Simple VT
•	-		Meredith emailed me this morning stating that they had started using their SwipeSimple VT this week and wanted to know when they would get their deposits. I looked in SS and saw that they had run transactions on 1/24 & 1/25 but only the 1/24 batch was in Pioneer to be deposited today. Went back to Swipe Simple to check out their batch time and it was set for 7:00am instead of 7:00pm. Corrected their profile to 7:00pm and replied back to Meredith explaining what the issue is and that she should receive the transactions from 1/24 today and that the transactions from 1/25 will be deposited tomorrow along with whatever she runs today and then she will be on track for Next Day Funding.
14	Jasper Feed Seed and Supply Inc	461084469696615	May 09 2023	ACTIVE	-	SBC	Jul 08 2020	25.00%	Merchant
	Address : Jasper Feed Seed and Supply Inc					Phone : 2053845547		Contact : John Lawson or Kristy Lawson
•	-		User: Aimee Jones -> Changed : AverageTicket FROM 0.00 TO 75.00
•	-		User: Aimee Jones -> Changed : Swipe Percent FROM 0 TO 95
•	-		User: Aimee Jones -> Changed : TO Percent FROM 0 TO 5
•	-		User: Aimee Jones -> Changed : B2C FROM 0 TO 100
•	-		User: Morgan Withee -> Notes: Kristy - manager
•	-		User: Morgan Withee -> Notes: Kristy called to state T2 has not been batching out since July 8th. it has been saying batch declined. I tried to walk her through batching the terminal but no password I was giving her was working. So I called Jose who helped us reset the password on the terminal and remove the password from T2. But it is still not allowing us to batch out the terminal. I am working with Linda and Jose to figure out what to do next.
•	-		User: Morgan Withee -> Notes: Terminal 0002 TID: 76532117 S/N: 2987X16355 - Tyler sent back to office Terminal 0003 TID: 76452298 S/N: 3317X16355 Terminal 0004 TID: 76657298 S/N: 2246X16356 Terminal 0005 TID:76661709 S/N:2244X16356 - Back up @ office
•	-		User: Morgan Withee -> Notes: NX 1200 for all
•	-		User: Morgan Withee -> Notes: Called Kristy to check on her Pioneer and banking issue from yesterday. She was not in I left a message!
•	-		User: Charlotte Goff -> Notes: TT - Kristy called to see if a cardholder had been double billed. I found the $216.33 transaction on both 11/20 and 11/26. She said that she did have an issue with her terminal during that time frame and that it wasn't batching out like it should have. All the transactions I saw on the 26th batch were from date range 11/20 - 11/26. Told her to get the full card number and issue the cardholder a refund.
•	-		User: Mike Thomas -> Notes: TT Kristy she was in S&F mode got her out and forwarded transactions (3)
•	-		TT Kristy she was asking about the double charge issue this past weekend. I called Kevin and he confirmed the reversals were done and that the transactions only went through one time
•	-		The below notes are pertaining to a transaction for $57.69 ending in card number 6172. The other is $54.15 ending in 5789. Christi called back today saying the customer called and is still saying they were charged 3 times. The $57.69 is the charge being questioned
•	-		John called and said that per the tech call Christi had with Exadigm on Tuesday, they had the internet provider come out and the line is fine. One of their terminals is not working but the other is. Leslie at Exadigm says that they've exhausted all of their troubleshooting points and the terminal needs to be replaced. Morgan said we will replace both of his Exadigm terminals with Valors at no cost to the merchant. There are 6 transactions in the broken terminal that have not been batched according to John. When I looked in pioneer, neither of his terminals have batched for 9/12 or 9/13 but they have batch receipts. He's going to email me the batch receipts. We will get the 6 card numbers from SBC and rekey those that are stuck in the broken terminal
•	Sep 18 2023		TT merchant to see if all is well with the new Valors, she said all was well and they are doing great.
•	Sep 18 2023		TT John advised him password is last 4 digits of EPI number.

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