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Bank 1 Information

  

Bank 2 Information

Overrides who receive partial commission on all of Kenneth B Jones Accounts

                  

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Sr. No. Date Reminder Date Employee Note Created by Updated at Updated by
1 Jun 10 2024 01:25 PM Charlotte Groff Dr Ken called in and wanted to cancel his account. He said that he has not used it in several months. Submitted the request to Elavon under Emily's email address Charlotte Groff Jun 10 2024 01:47 PM
2 Aug 01 2023 12:00 AM User: Charlotte Goff -> Notes: Dr Ken called in stating that he had not recieved his 1099-K and wondered if it had been mailed. Called Elavon and they said it had been mailed. Had them email the 1099 to kmbaj6@gmail.com Dee Karawadra Jan 31 2024 01:39 PM
3 Aug 01 2023 12:00 AM User: Charlotte Goff -> Notes: Dr Ken Jones called in to ask about a $27.69 bill he received from Merchant Services Collections. After reading the notes in Pulse Point it was the remaining balance of $250.00 of ACH reject fees from when he closed his old bank account before he notified us to open his new one. HIs bank account was changed at Elavon on 12/16/2021. Dee Karawadra Jan 31 2024 01:39 PM
4 Aug 01 2023 12:00 AM User: Charlotte Goff -> Notes: Received an email from Elavon stating that Dr. Jones' deposits are being returned due to account being closed. Called Dr Jones and he said that his old account had been hacked and had money stolen from it so he closed that account and opened a new one. He will fax over the new voided check later today once he gets back to the office. Dee Karawadra Jan 31 2024 01:39 PM
5 Aug 01 2023 12:00 AM User: Cheri Hansen -> Notes: Need DL EIN and voided check Dee Karawadra Jan 31 2024 01:39 PM
6 Aug 01 2023 12:00 AM Morgan Withee User: Morgan Withee -> Notes: Called in for assistance with his PCI. I conferenced him in with PCI Help desk to get it completed. Dee Karawadra Jan 31 2024 01:39 PM
7 Aug 01 2023 12:00 AM User: Emily Karawadra -> Notes: called in to get terminal type for pci Dee Karawadra Jan 31 2024 01:39 PM
8 Aug 01 2023 12:00 AM User: Aimee Jones -> Notes: Terminal is set to auto settle at 8pm. Batch has not been settled for two days. Conference Amber at Elavon. They assisted him in batching out. Dee Karawadra Jan 31 2024 01:39 PM
9 Aug 01 2023 12:00 AM User: Aimee Jones -> Notes: Dr Jones called with error Must settle with Elavon on terminal. Dee Karawadra Jan 31 2024 01:39 PM
10 Aug 01 2023 12:00 AM User: Aimee Jones -> Notes: Needs assistance with PCI. Will call back when he is at his computer. Dee Karawadra Jan 31 2024 01:39 PM
11 Aug 01 2023 12:00 AM Mike Thomas User: Mike Thomas -> Notes: Downloaded VX520 dial SN: 262-7920-798 Dee Karawadra Jan 31 2024 01:39 PM
12 Aug 01 2023 12:00 AM User: Pennye McAnulty -> Notes: Terminal is going out and needs to be replaced. Dee Karawadra Jan 31 2024 01:39 PM
13 Aug 01 2023 12:00 AM Mike Thomas User: Mike Thomas -> Notes: Downloaded iCT220 SN 7316009CT013128 dial Dee Karawadra Jan 31 2024 01:39 PM
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