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Bank 1 Information

  

Bank 2 Information

Overrides who receive partial commission on all of Holly Ackerman Accounts

                  

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Sr. No. Date Reminder Date Employee Note Created by Updated at Updated by
1 Jan 10 2024 12:00 AM Charlotte Groff Called Holly per Kristi's email request and told her what the $104.95 was debited from their account was for. It was 3 returned ACH fees plus $29.95 for December fees. She asked if there is any way that we can waive the returned ACH fees and I told her unfortunately we can't. Dee Karawadra Jan 31 2024 01:39 PM
2 Dec 07 2023 12:00 AM Received bank letter and signed ACH change form from Holly/Kristi and submitted it to SBC. Changed banking info in our system. Dee Karawadra Jan 31 2024 01:39 PM
3 Dec 06 2023 12:00 AM Charlotte Groff Received email from Conrad about returned deposits. Called Kristi. She will follow up Dee Karawadra Jan 31 2024 01:39 PM
4 Aug 01 2023 12:00 AM Returned A80.....I cleaned up and put in inventory This was on 11/15/22 Dee Karawadra Jan 31 2024 01:39 PM
5 Aug 01 2023 12:00 AM Mike Thomas User: Mike Thomas -> Notes: Downloaded A80 and shipped FedEx 2 day delivery Dee Karawadra Jan 31 2024 01:39 PM
6 Aug 01 2023 12:00 AM Morgan Withee User: Morgan Withee -> Notes: gave us wrong voided check that was for her other account. Got the updated bank letter waiting to hear back from Kevin on if we need a signed form or if he can update it on his end. Dee Karawadra Jan 31 2024 01:39 PM
7 Aug 01 2023 12:00 AM Morgan Withee User: Morgan Withee -> Changed : DDANumber FROM 326112390010 TO 326197790011 Dee Karawadra Jan 31 2024 01:39 PM
8 Aug 01 2023 12:00 AM User: Charlotte Goff -> Notes: SBC - IBUXX - 3.95%; Swipe Simple - A80 - IP - Batch Time 7:00pm Eastern time Dee Karawadra Jan 31 2024 01:39 PM
9 Aug 01 2023 12:00 AM User: Charlotte Goff -> Changed : TO Percent FROM 0 TO 20 Dee Karawadra Jan 31 2024 01:39 PM
10 Aug 01 2023 12:00 AM User: Charlotte Goff -> Changed : Internet Percent FROM 0 TO Dee Karawadra Jan 31 2024 01:39 PM
11 Aug 01 2023 12:00 AM User: Charlotte Goff -> Changed : Swipe Percent FROM 0 TO 80 Dee Karawadra Jan 31 2024 01:39 PM
12 Aug 01 2023 12:00 AM User: Charlotte Goff -> Changed : MonthlyVolume FROM 0.00 TO 2000 Dee Karawadra Jan 31 2024 01:39 PM
13 Aug 01 2023 12:00 AM User: Charlotte Goff -> Changed : AnnualVolume FROM 0 TO 36000 Dee Karawadra Jan 31 2024 01:39 PM
14 Aug 01 2023 12:00 AM User: Charlotte Goff -> Changed : AverageTicket FROM 0.00 TO 40 Dee Karawadra Jan 31 2024 01:39 PM
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