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Overrides who receive partial commission on all of ST investments Accounts
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Sr. No. Date Reminder Date Employee Note Created by Updated at Updated by Action
1 Aug 01 2023 12:00 AM Mike Thomas User: Mike Thomas -> Notes: Terminal down S/N 7314152CT022026, checking with TASQ for warranty info. Will call Sue back. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
2 Aug 01 2023 12:00 AM Mike Thomas User: Mike Thomas -> Notes: Emailed Emily's refund redo to Leslie Davis per her request. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
3 Aug 01 2023 12:00 AM Mike Thomas User: Mike Thomas -> Notes: Requested additional refund of $2159.03 per Emily Case Number is 12863978 Dee Karawadra Jan 31 2024 01:39 PM Update Delete
4 Aug 01 2023 12:00 AM User: Christina Sullins -> Notes: We back billed to Sept. 2014 on this location because she hadn't been paying for all of her processing fees like she should have since day one. Sue was unhappy with this and stated that she will probably be leaving. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
5 Aug 01 2023 12:00 AM Mike Thomas User: Mike Thomas -> Notes: Sent confirmation of refund request to Leslie Davis to rescind the request (per Tejal) Dee Karawadra Jan 31 2024 01:39 PM Update Delete
6 Aug 01 2023 12:00 AM User: Christina Sullins -> Notes: Sue was called and told what will be refunded to her and what will happen next month with the next refund. She was happy we were able to fix the mistake. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
7 Aug 01 2023 12:00 AM User: Christina Sullins -> Notes: The refund worksheet has been attached. There will be one more refund since the rates/fees were corrected on 10/06/15. The next refund will involve 10/01/15 to 10/06/15. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
8 Aug 01 2023 12:00 AM Mike Thomas User: Mike Thomas -> Notes: Requested $8082.78 refund per Chris/Tejal Dee Karawadra Jan 31 2024 01:39 PM Update Delete
9 Aug 01 2023 12:00 AM User: Christina Sullins -> Notes: Schedule A was loaded wrong. Rates were fixed and a refund was issued. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
10 Aug 01 2023 12:00 AM User: Christina Sullins -> Notes: TrackingNo=IMPAMIL79ZEI101 for Rate redo Dee Karawadra Jan 31 2024 01:39 PM Update Delete
11 Aug 01 2023 12:00 AM Mike Thomas User: Mike Thomas from Tech Support - Notes: Tt Jeff gave him password to settle. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
12 Aug 01 2023 12:00 AM Mike Thomas User: Mike Thomas from Tech Support - Notes: TT Mark, batch not in balance had Paymentech deposit batch, then cleared terminal. Now working. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
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