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Overrides who receive partial commission on all of Allison Legg 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 User: Pennye McAnulty -> Notes: Requested to close account told her that she would pay an ETF on the account. She said she will call back in May. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
2 Aug 01 2023 12:00 AM Mike Thomas User: Mike Thomas -> Notes: Requested seasonal close Dee Karawadra Jan 31 2024 01:39 PM Update Delete
3 Aug 01 2023 12:00 AM Mike Thomas User: Mike Thomas -> Notes: Activated account from seasonal close Dee Karawadra Jan 31 2024 01:39 PM Update Delete
4 Aug 01 2023 12:00 AM User: Christina Sullins -> Notes: SR#20921276 for address bill to/legal change Dee Karawadra Jan 31 2024 01:39 PM Update Delete
5 Aug 01 2023 12:00 AM Mike Thomas User: Mike Thomas -> Notes: Shipping PaySaber Jack ground Dee Karawadra Jan 31 2024 01:39 PM Update Delete
6 Aug 01 2023 12:00 AM Mike Thomas User: Mike Thomas -> Notes: Resolved batching issue. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
7 Aug 01 2023 12:00 AM User: lindsay Jones -> Notes: Mike has resolved issue with batch. He emailed Shaun Salari to let him know all is well! Dee Karawadra Jan 31 2024 01:39 PM Update Delete
8 Aug 01 2023 12:00 AM User: lindsay Jones -> Notes: Mike and I both received email and I replied that we can check on this today as yesterday I couldn't get a hold of any account manager if we do need to contact Vantiv, since apparently USAepay says the issue is via the processing end? Mike is copied as well. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
9 Aug 01 2023 12:00 AM User: lindsay Jones -> Notes: Per Shaun Salari, agent, received and corresponded with him regarding the following: Vantiv or USAePay not closing the batch for this merchant. You can see their email about their convo with USAePay and below that is when I tried to manually close the batch Your account is set up to auto close but it still had pending transactions. When I tried to close the batch manually on the app it said it was closed successfully but still showed the transactions. I tried to do it on the computer received an error message settlement warni98. Per Shaun to merchant: My suggestion would be to call USAePay and inquire about the error message and ensure the batch is closed. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
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