Re: 04/22/24 - Action Required - $38k Open Balance - New Client Audit Results

--000000000000d304280616c688be Content-Type: multipart/alternative; boundary="000000000000d304270616c688bd" --000000000000d304270616c688bd Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello Audra, Yes, I will be sure to include the requested email addresses on this distribution list forward! Regards, *--* *Alejandro Aponte* Help Desk Team Lead (OTC) aaponte@TheKey.com (408) 479-8654 TheKey.com [image: TheKey] On Mon, Apr 22, 2024 at 10:19=E2=80=AFPM Audra Williams = wrote: > Hi Alejandro! > > Can you please add Canada GM's to this report if they are not already? > Cheryl Cartwright, Joey Taylor, Chuck Terlesky, Sharon Speirs > > Thank you! > > > > On Mon, Apr 22, 2024 at 2:06=E2=80=AFPM wrote: > >> Hello Everyone, >> >> >> >> I hope you all had a great weekend! >> >> >> >> Please see the below summary by division for clients in need of attentio= n >> due to missing or incomplete mandatory documents in accordance with our >> onboarding process. Also below is a breakdown of the over $38K open bala= nce >> for these client=E2=80=99s missing documentation listed by division. Ple= ase review >> and address the document attached in the link below, including any clien= ts >> with start months in Dec 2023 - Mar 2024 who account for over $30K of >> these open balances. The deadline for April commissions is Friday May 10= t >> h , please reach out to Alejandro Aponte, Marc Atkinson, & Lito with any >> discrepancies or questions. Please note changes made after the updated >> report has been generated will not be reflected until the client is >> re-audited and an updated report is generated. >> >> >> >> Please click here >> to >> review the updated audit tracker. >> >> >> >> - West Division has the largest open balance at just over $23k in >> total with $15k open for clients with start dates in Dec 2023 - Mar 2= 024 >> and has the largest # of clients that have started services in need o= f >> attention at 25. >> - Northeast Division currently has the second largest open balance at >> over $5k in total with $5k open for clients with start dates in Dec 2= 023 - >> Mar 2024 >> - GCM Division currently has the second largest # of clients that >> have started services in need of attention at 12. >> >> >> >> >> >> *Approx $38k open balance due for clients with a missing CCA or payment >> authorization forms. $30k open balance for clients with start dates in D= ec >> 2023 - Mar 2024.* >> >> >> >> >> >> Please note that recent Google updates has changed how the file appears >> when you open it as a commentor. Once you open the Google Sheet you will >> need to click the drop-down arrow on the right-hand side of the sheet to >> expand the menu. This will allow you to download the spreadsheet by goin= g >> to File > Download > Excel (Snip included below for reference). You can >> also create a new temporary filter view for the Google Sheet which will >> allow you to adjust the filters on the Google Sheet using the icon that >>