Basic Assignments
Options & Settings
Main Time Information
Color Code: Yellow
Assigned To: Brandon Moore
Created By: Brandon Moore
Created Date/Time: 8/15/2022 2:14 pm
Action Status: Blank (new)
Show On The Web: Yes - (public)
Priority: 0
Time Id: 9316
Template/Type: Brandon Time
Title/Caption: Meeting with Shari O.
Start Date/Time: 8/15/2022 4:00 pm
End Date/Time: 8/15/2022 5:30 pm
Main Status: Active

Sorry, no photos available for this element of time.


Shari O. and I met on the GoToMeeting session and went over new USAePay accounts, settings, and logins. Part way through I got a call from Calvin and we chatted for a bit. Shari O. and I jumped back in and were looking at more settings and playing around. As part of the meeting, she was showing me what she does to track and correctly process the reoccurring invoices that done inside of adilas. There are a lot of places that we could help her out (automation). We may have to circle back to that.

As part of our meeting, we also went in and looked around on some of the new Trinity Payment stuff as well. Basically, a small look-y-peek into their backend card processing interface. It looks good.