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Bank 1 Information

  

Bank 2 Information

Overrides who receive partial commission on all of Janie West Accounts

                  

Default Setup

                  
                  
                  
                  

Processor wise Setup

                  
                  
                  
                  

                  
                  
                  
                  

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Sr. No. Date Reminder Date Employee Note Created by Updated at Updated by Action
1 Dec 05 2023 12:00 AM Dec 05 2023 Mike Thomas TT Laurie she wanted signature and SMS turned of so I turned on "hide receipt" we rana test and she said it was perfect. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
2 Nov 20 2023 12:00 AM Nov 20 2023 Mike Thomas David returned PAX S80 they are using the Valor Dee Karawadra Jan 31 2024 01:39 PM Update Delete
3 Nov 06 2023 12:00 AM I spoke to Laurie again today about duplicating transactions. She was able to give me examples. I could see the duplicated Auths in Pioneer but only one settled so she was only paid once. I spoke to Conrad and he believes it's a communication issue being that she's on dial up. She's concerned that this is going to cause her to lose customers so we are going to try to swap her terminal out for a different kind since her VX520 is end of life. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
4 Oct 23 2023 12:00 AM Charlotte Groff Laurie texted David over the weekend regarding 3 different customers that had come in to show them that their account had been double billed. One had settled and the other was still pending. She checked her receipts and confirmed that she had only run once and paid once and told them to call their banks. She was concerned that the "pending" transactions that would take anywhere from 5 to 10 days for the banks to put back in their customer's funds available would cause problems with the upcoming shopping season. I tried to call her and she was out, however she did call back late this afternoon. She could not give me any dates, card numbers, dollar amounts or any type information other than the bank names. I asked her to please gather some notes next time it happens so that I can research to see if we can determine what was happening. Why one sale would clear but one would remain pending. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
5 Aug 01 2023 12:00 AM User: Charlotte Goff -> Notes: Laurie called and said that she's having troubles balancing to her credit card batches. She's saying that some of her days are lumping together as a single deposit and that the deposit amounts are not matching batch receipts. I sent her the Pioneer QRG and she registered. Kevin at SBC linked both accounts so she can see both in Pioneer. I told her that if she needs help going through Pioneer to call me and I'd walk her through how to use it. She was going to send me a screenshot of the deposits lumping together but still haven't received that yet. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
6 Aug 01 2023 12:00 AM Mike Thomas User: Mike Thomas -> Notes: Got full card number. Ran transaction and it was approved Dee Karawadra Jan 31 2024 01:39 PM Update Delete
7 Aug 01 2023 12:00 AM Mike Thomas User: Mike Thomas -> Notes: TT Laurie terminal was not settling we had to have TSYS update an AMEX setting. I also changed batch to detail. Will force a transaction through for $84.40 as soon a SBC gets me the full card number. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
8 Aug 01 2023 12:00 AM Mike Thomas User: Mike Thomas -> Notes: TT David needed to know how to get to the main screen to do a transaction....walked him through a test transaction....approved Dee Karawadra Jan 31 2024 01:39 PM Update Delete
9 Aug 01 2023 12:00 AM Mike Thomas User: Mike Thomas -> Notes: Downloaded VX520 and called David he is picking up today. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
10 Aug 01 2023 12:00 AM User: Charlotte Goff -> Changed : TO Percent FROM 0 TO 2 Dee Karawadra Jan 31 2024 01:39 PM Update Delete
11 Aug 01 2023 12:00 AM User: Charlotte Goff -> Changed : Swipe Percent FROM 0 TO 98 Dee Karawadra Jan 31 2024 01:39 PM Update Delete
12 Aug 01 2023 12:00 AM User: Charlotte Goff -> Changed : MonthlyVolume FROM 0.00 TO 50000 Dee Karawadra Jan 31 2024 01:39 PM Update Delete
13 Aug 01 2023 12:00 AM User: Charlotte Goff -> Changed : AnnualVolume FROM 0 TO 545000 Dee Karawadra Jan 31 2024 01:39 PM Update Delete
14 Aug 01 2023 12:00 AM User: Charlotte Goff -> Changed : AverageTicket FROM 0.00 TO 75.00 Dee Karawadra Jan 31 2024 01:39 PM Update Delete
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