What location is Angie and Matt associated with, Mississauga or Waterloo
Looping in Expense support
Will set up in Concur once Locations have been set up in NS
*From:* Timothy Thomas <tt@homecareassistance.com>
*Sent:* Monday, March 28, 2022 3:50 PM
*To:* Gary Scott <gscott@thekey.com>
*Cc:* Audra Williams <audraw@homecareassistance.com>; Nedra Peterson <
npeterson@homecareassistance.com>
*Subject:* Re: Credit Cards
Thanks Gary. So we should be ok to submit expense reports now? I'll advise
all GM's to resubmit.
Nedra please send cards to the contacts below for our new Mississauga and
Waterloo location.
Angie Kunnath <akunnath@homecareassistance.com>
Matt Vijayan <mvijayan@homecareassistance.com>
Thanks!
Tim
On Mon, Mar 28, 2022 at 10:46 AM Gary Scott <gscott@thekey.com> wrote:
Nedra and I have spoken on correct process for applications.
Nedra will add HCA bank info for now and let us know on CAD bank setup.
Nedra will get card issued for Cheryl in TO and will get Taneisha app in
today. Send Nedra Waterloo assoc. that needs card.
All the subs and locations for CAD are in Concur, so there should not be
any problems getting the charges to the right location.
We’ll look at adding cards to the JPMC bank account we setup in CAD as an
alternative.
Thanks,
Gary
*From:* Timothy Thomas <tt@homecareassistance.com>
*Sent:* Monday, March 28, 2022 9:10 AM
*To:* Gary Scott <gscott@thekey.com>
*Cc:* Audra Williams <audraw@homecareassistance.com>; Nedra Peterson <
npeterson@homecareassistance.com>
*Subject:* Re: Credit Cards
Hi Gary,
We have the Mavencare GM Taneisha who will need a card as well as the new
HCA Mississauga Waterloo acquisition.
I finally received my card on Friday, it took over 3 weeks to get it. My
HCL Roger is still waiting. Having to send them to Tampa first is confusing
as we need to fill out the form as a US resident with a fake SSN and the
Tampa address doesn't even fit within the maximum text fields. I think
it's best that someone from your team fill out the request on Canadian
employees behalf. Alternatively if we could get a Canadianized application
form that would be great.
My direct reports seem unable to send through their expense reports for
approval. I believe this has to do with the banking issue mentioned above,
unless they're missing something.
Amex is just not as widely accepted in Canada as it is in the US, therefore
a backup card is still required. For example maybe half of all restaurants
accept it. Most small and mid sized vendors don't accept given its higher
transaction fees.
Let me know if you have any further questions.
Tim
On Sat, Mar 26, 2022 at 2:28 PM Gary Scott <gscott@thekey.com> wrote:
Hi Tim, who all needs cards in CAD?
Also, please share acceptance issues with me and Nedra. We heard of some a
while back along with a pin issue. We resolved the pin issue, and I have
not heard of any acceptance issues since. If we understand the acceptance
issues we can address with Amex or go down a different path for CAD cards.
Also, Nedra is working with Concur to add CAD bank expense reimb—this does
not hold up corporate card.
---------- Forwarded message ---------
From: *Brian Scott* <bscott@thekey.com>
Date: Sat, Mar 26, 2022 at 12:04 PM
Subject: Fwd: Credit Cards
To: Gary Scott <gscott@homecareassistance.com>
Is this you or Amanda at this point that would address this? I think you
but wanted to confirm
---------- Forwarded message ---------
From: *Angie Markwell* <angie.markwell@thekey.com>
Date: Fri, Mar 25, 2022 at 8:34 PM
Subject: Fwd: Credit Cards
To: Brian Scott <bscott@homecareassistance.com>
Hi Brian,
Who could help em sort this all out and get us back on track?
---------- Forwarded message ---------
From: *Timothy Thomas* <tt@homecareassistance.com>
Date: Wed, Mar 23, 2022 at 9:05 AM
Subject: Re: Credit Cards
To: Angie Markwell <angie.markwell@thekey.com>
Hi Angie,
Canada is a bit of a mess with respect to CCs. The corporate Amex cards
need to first be sent to Tampa then rerouted to us. I've been waiting for
mine for over 3 weeks now and we've just discovered that they require an
American bank account so we're awaiting a fix there.
Vancouver, Winnipeg and Calgary have corporate Amex cards, (which predate
me) so I'm not sure how they were able to set them up. No one has been
approving the expense reports so there's a backlog and again its a mess
because I can't seem to get access. The expense team is aware of the issue.
I uncovered that Winnipeg expenses were ending up on the Vancouver P&L.
Finance is aware of this.
Finally as Amex is not a widely accepted card in Canada, most offices
continue to use the corporate cards that came over during the acquisition.
These are used for all types of transactions including recurring marketing
spend, gas, office supplies etc. I don't have visibility on these but I can
ask that the transactions are sent to me for approval.
Let me know what you think.
Tim
On Wed, Mar 23, 2022 at 12:17 AM Angie Markwell <angie.markwell@thekey.com>
wrote:
Hi all and hope all is well.
At meetings today Brian discussed the use of CC both company and personal.
I need to know who has a company CC and what they use it for. If you are
the approver of any CC I need to know who you are approving please and
items we are approving. Any recurring expenses I will need to know and may
need to approve moving forward as as an organization we are spending a
significant amount of money monthly that seems to be unexplainable. Thanks
in advance.
--
*Angie Markwell *
Head of Northeast Division
*Please note my email has changed: *
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<https://brand.thekey.com/esg/angie.markwell@thekey.com>
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