Meeting with Cory and Shari O. over a Zoom meeting. We started on the end of day reports. We have some clients that like the payments filtered by invoice or main salesperson and other clients that like the payments filtered by the person who did the payment or who was responsible for the invoice payment transaction. We talked about some possible options.

We went over our to do list and set some priorities. After that, Shari O. helped with some cross training to help get Cory up to speed on setting up merchant accounts and merchant processing settings. Light back and forth and some light training. We made sure that access and permissions were set on certain servers and accounts.