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Overrides who receive partial commission on all of Kaetly Taing Accounts
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Sr. No. Date Reminder Date Employee Note Created by Updated at Updated by Action
1 Apr 09 2024 05:02 PM Charlotte Groff emailed February and March 2023 statements to merchant and also explained Pioneer so they can pull their 1099 Charlotte Groff Apr 09 2024 05:25 PM Update Delete
2 Feb 07 2024 01:22 PM Charlotte Groff Merchant called in and said that they forgot to add in the tips on 21 of their transactions from yesterday before they closed the batch. I informed the merchant that we can not add in tips once the batch has been closed. Dee Karawadra Feb 07 2024 07:22 PM Update Delete
3 Nov 13 2023 12:00 AM Charlotte Groff corrected Tax ID number and sent confirmation to SBC Dee Karawadra Jan 31 2024 01:39 PM Update Delete
4 Oct 19 2023 12:00 AM Charlotte Groff Received a notice of a mismatched TIN number from SBC. The IRS says that the information they have on file for this merchant does not match the information we have on file. I did notice that the number that was written on the Pre App as their tax id number is actually their sales tax id that is on their Sales Tax business license. I called both phone numbers we have on file to speak to Mr. Taing but could not reach him. I left a voicemail for him to call the office regarding questions about his TIN. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
5 Aug 01 2023 12:00 AM Changed banking information and sent request to SBC. Received confirmation that banking info updated on SBC 5/11/23 Dee Karawadra Jan 31 2024 01:39 PM Update Delete
6 Aug 01 2023 12:00 AM Sent Travis an ACH Change form for the merchant to sign so we can update his banking information. Unsigned form is uploaded into merchant's folder on Gdrive Dee Karawadra Jan 31 2024 01:39 PM Update Delete
7 Aug 01 2023 12:00 AM Kaetly needed his 1099s for this location and for Charlotte's Fresh Deli Donuts. He has already registered for Pioneer, so I had both accounts linked together. Called and spoke to Sivheant, his wife, to let her know that his accounts should be linked. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
8 Aug 01 2023 12:00 AM User: Charlotte Goff -> Notes: Changed status to Approved; uploaded Var; added MID and approval date Dee Karawadra Jan 31 2024 01:39 PM Update Delete
9 Aug 01 2023 12:00 AM User: Charlotte Goff -> Notes: SBC - IBUXX - 3.95%; Valor 100 - Batch time 4:00pm Central - IP - Tip at time of sale: NDF 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 5 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 95 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 24000.00 Dee Karawadra Jan 31 2024 01:39 PM Update Delete
13 Aug 01 2023 12:00 AM User: Charlotte Goff -> Changed : AverageTicket FROM 0.00 TO 22.00 Dee Karawadra Jan 31 2024 01:39 PM Update Delete
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