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Bank 1 Information

  

Bank 2 Information

Overrides who receive partial commission on all of Oakland Tire and Service Center LLC 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 Greg called and said that his terminal screen was completely blank. He has unplugged it and plugged it back in. He did say that he had pressed the power button and still didn't come on. I had him press the power button and hold it for a couple seconds then the terminal came back up. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
2 Aug 01 2023 12:00 AM TT Greg, disabled debit and cash. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
3 Aug 01 2023 12:00 AM User: Charlotte Goff -> Notes: Elaine called and emailed on 1/27/22 and said that there were 6 days in December and 1 day in January(7 days total) where the fees were not being calculated correctly. I went over 2 days with her and I was able to make it come out within $.05 less of what is in Pioneer. She said that she normally takes the Register Sales amount and subtracts the deposit amount. I explained to her that she would not get the correct calculations by doing it that way. I told her to calculate 3% of the gross sales and then subtract that from the fees that were actually pulled out in Pioneer and that would be what she is paying. She insisted that that's not the way she calculates it and she was supposed to send me the numbers that she was using to calculate the fees for those 7 days. I still have not received anything from her as of yet. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
4 Aug 01 2023 12:00 AM Morgan Withee User: Morgan Withee -> Notes: Sent Linda and Elaina an email to get this refund processed. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
5 Aug 01 2023 12:00 AM Morgan Withee User: Morgan Withee -> Notes: Sent email to greg about refund: According to the contract there is a 30 day period that you all can bring any billing discrepancies to our attention. However I know that you and Tricia spoke about 3.5% and it written was on the pre-application. The processor has a strict policy and does not normally allow any refunds over a 30 day period on missed billing but I was able to get special approval for a 90-day refund. Where we fixed the billing in the month of November we will be refunding August September and October's misbilling of $1041.36. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
6 Aug 01 2023 12:00 AM Morgan Withee User: Morgan Withee -> Notes: Account was billing incorrectly was billing at 3.95% (3.79) and we promised them 3.50% (3.38) Once it was brought to our attention we changed it to 3.38 to calculate the 3.50% properly - made this change on 11/16. I am calculating a refund for the overbilling from the start of their account. Will call back if they have any questions Dee Karawadra Jan 31 2024 01:39 PM Update Delete
7 Aug 01 2023 12:00 AM Morgan Withee User: Morgan Withee -> Notes: Helped their bookeeper with reconcilation. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
8 Aug 01 2023 12:00 AM Mike Thomas User: Mike Thomas -> Notes: TT Ronnie turned on confirm cash discount in Broad POS Dee Karawadra Jan 31 2024 01:39 PM Update Delete
9 Jun 12 2023 12:00 AM Jun 12 2023 Charlotte Groff Greg called and said that his terminal screen was completely blank. He has unplugged it and plugged it back in. He did say that he had pressed the power button and still didn't come on. I had him press the power button and hold it for a couple seconds then the terminal came back up. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
10 Mar 01 2023 12:00 AM Mar 01 2023 Mike Thomas TT Greg, disabled debit and cash. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
11 Oct 06 2022 12:00 AM Oct 06 2022 Kamal Oghad User: Charlotte Goff -> Notes: Elaine called and emailed on 1/27/22 and said that there were 6 days in December and 1 day in January(7 days total) where the fees were not being calculated correctly. I went over 2 days with her and I was able to make it come out within $.05 less of what is in Pioneer. She said that she normally takes the Register Sales amount and subtracts the deposit amount. I explained to her that she would not get the correct calculations by doing it that way. I told her to calculate 3% of the gross sales and then subtract that from the fees that were actually pulled out in Pioneer and that would be what she is paying. She insisted that that's not the way she calculates it and she was supposed to send me the numbers that she was using to calculate the fees for those 7 days. I still have not received anything from her as of yet. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
12 Oct 06 2022 12:00 AM Oct 06 2022 Kamal Oghad User: Morgan Withee -> Notes: Sent email to greg about refund: According to the contract there is a 30 day period that you all can bring any billing discrepancies to our attention. However I know that you and Tricia spoke about 3.5% and it written was on the pre-application. The processor has a strict policy and does not normally allow any refunds over a 30 day period on missed billing but I was able to get special approval for a 90-day refund. Where we fixed the billing in the month of November we will be refunding August September and October's misbilling of $1041.36. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
13 Oct 06 2022 12:00 AM Oct 06 2022 Kamal Oghad User: Morgan Withee -> Notes: Sent Linda and Elaina an email to get this refund processed. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
14 Oct 06 2022 12:00 AM Oct 06 2022 Kamal Oghad User: Morgan Withee -> Notes: Account was billing incorrectly was billing at 3.95% (3.79) and we promised them 3.50% (3.38) Once it was brought to our attention we changed it to 3.38 to calculate the 3.50% properly - made this change on 11/16. I am calculating a refund for the overbilling from the start of their account. Will call back if they have any questions Dee Karawadra Jan 31 2024 01:39 PM Update Delete
15 Oct 06 2022 12:00 AM Oct 06 2022 Kamal Oghad User: Morgan Withee -> Notes: Helped their bookkeeper with reconciliation. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
16 Oct 06 2022 12:00 AM Oct 06 2022 Kamal Oghad User: Mike Thomas -> Notes: TT Ronnie turned on confirm cash discount in Broad POS Dee Karawadra Jan 31 2024 01:39 PM Update Delete
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