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Color Code: Yellow
Assigned To: Brandon Moore
Created By: Brandon Moore
Created Date/Time: 4/5/2022 12:09 pm
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
Priority: 0
 
Time Id: 8896
Template/Type: Brandon Time
Title/Caption: To do list items
Start Date/Time: 4/4/2022 11:00 am
End Date/Time: 4/4/2022 12:30 pm
Main Status: Active

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Notes:

Got invited to a Zoom session with Sean, Marisa, and Steve. We looked into a small issue with the enterprise vendors and setting default chart of accounts. The chart of accounts are corp specific and don't transfer when copying over vendors from corp to corp (enterprise level stuff). I helped them fix it and got them going in the right direction. I sent an email off to Alan explaining what we found and some small suggestions.

Calling Newtek about USAePay options. I was on hold for quite a while and wasn't able to leave a message. Called back again and at least left a message. While I was on hold, I read an article that Steve passed me over dealing with guaranteed payments for partners and some of the gotchas in that realm. Lots of tax laws and moving pieces. We will definitely need some help from a CPA and an attorney, when we are ready.