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Bank 2 Information

Overrides who receive partial commission on all of F J R, INC. 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: Linda Billings from - Notes: CLOSE ACCOUNT. Change of ownership. New location up and running on 10/15. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
2 Aug 01 2023 12:00 AM User: Lindsay Felker from - Notes: Everything was completed on this yesterday; I let Denver know as did Mike Dee Karawadra Jan 31 2024 01:39 PM Update Delete
3 Aug 01 2023 12:00 AM User: Lindsay Felker from - Notes: Lindsay contacted Jimmy on behalf of Denver as he is very impatient about getting everything taken care of; (dba change and tax id change); Explained to him when there is a tax id change, it takes a little longer than just a bank change; he seemed fine and was nice, but he is surely in a hurry; I let Denver know as well as Linda; Denver called him and let him know when the bank change took place. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
4 Aug 01 2023 12:00 AM Mike Thomas User: Mike Thomas from Tech Support - Notes: Requsted OSM to change bank info....DONE. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
5 Aug 01 2023 12:00 AM User: Lindsay Felker from - Notes: The presenters have been on backorder. I ordered again. They should arrive in 5-7 business days. I let Dianna and Denver know. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
6 Aug 01 2023 12:00 AM User: Lindsay Felker from - Notes: Ordered 30 black double check presenters via automated services at AMEX. They are on back order, but should arrive by May 31st. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
7 Aug 01 2023 12:00 AM User: Lindsay Felker from - Notes: Lindsay called to get AMEX number from Paymentech since it wasn't on file or in the merchant application documents. The number is 1030339055. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
8 Aug 01 2023 12:00 AM User: Lindsay Felker from - Notes: Per Denver, she went out and helped him with rates, etc... he needs new AMEX cardholders. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
9 Aug 01 2023 12:00 AM Mike Thomas User: Mike Thomas from Tech Support - Notes: TT Denver (rep)wants both copies of receipt to ttruncate...will need a partial download to file group 2. Denver will go to location for download. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
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Owner 1 Information

Owner 1 Information