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Bank 1 Information

  

Bank 2 Information

Overrides who receive partial commission on all of Kelly Green Trees Inc. Accounts

                  

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Sr. No. Date Reminder Date Employee Note Created by Updated at Updated by
1 Aug 01 2023 12:00 AM User: Charlotte Goff -> Notes: Called Donna to confirm the ABA Routing and Account number is correct. There was a discrepancy between routing number between First Access and our system. She did say that Stockmen's bank was bought by National Bank of Arizona and that the new routing number should be 122105320 but the account number is the same as what's showing on the voided check we have on file. We will be ach'ing her refund to her today for November fees of $19.45 Dee Karawadra Jan 31 2024 01:39 PM
2 Aug 01 2023 12:00 AM Morgan Withee User: Morgan Withee -> Notes: Put in SR with Sophia to close out account but did not realize that was just for the PNS side and not the FD side. Put in another request to close out in FD side. SR IMPAMHWJ4DJ1701. Working on getting refund issues for November and December. Dee Karawadra Jan 31 2024 01:39 PM
3 Aug 01 2023 12:00 AM User: Charlotte Goff -> Notes: Received email from Angel Murrieta that they have gone with a different processor. Morgan worked with Sophia Hashaway to get them cancelled. Dee Karawadra Jan 31 2024 01:39 PM
4 Aug 01 2023 12:00 AM User: Charlotte Goff -> Notes: Called again and left a voicemail for Angel with Kelly Trees. I mentioned that his current credit card processing platform will be shutting down this Sunday 10/31 and that his credit card processing will be suspended. I also mentioned that if he would like to prevent the shutting down of his credit card acceptance to please call us. Dee Karawadra Jan 31 2024 01:39 PM
5 Aug 01 2023 12:00 AM User: Charlotte Goff -> Notes: Tried calling again and got the voicemail of Angel with Kelly Trees. I left him a detailed message saying that we have sent multiple emails to which none of them have been responded to and that the platform he is currently on will be shutting him down on 10/31/21. I told him that if he would like to move to a different platform to call us. Dee Karawadra Jan 31 2024 01:39 PM
6 Aug 01 2023 12:00 AM User: Emily Karawadra -> Notes: LM regarding concord platform being shut down. Told them they have 13 days left to get account transitioned. Dee Karawadra Jan 31 2024 01:39 PM
7 Aug 01 2023 12:00 AM User: Pennye McAnulty -> Notes: Sent updated paperwork to Carl on September 10th 2018. September the 19th sent paperwork reminder and again on October 23rd. Dee Karawadra Jan 31 2024 01:39 PM
8 Aug 01 2023 12:00 AM Mike Thomas User: Mike Thomas -> Notes: ASR to add VX520 with net connect ASR# 856452 Dee Karawadra Jan 31 2024 01:39 PM
9 Aug 01 2023 12:00 AM User: Christina Sullins -> Notes: Emailed August statement to Carl. Dee Karawadra Jan 31 2024 01:39 PM
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