--000000000000d74d9c05f94dcee4 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Gary and Tim, So I took a look at this particular case and what Vincent had told me is that Tim Sr. had given this client a deadline to charge the outstanding balance. He had mentioned that Dominque gave Tim Sr the go ahead to charge the balance. But not it looks like client is upset because we charged the balance. I will discuss with Tim Sr and Vincent regarding this but it seems as though the client might be confused. We do alot of collections calls and are getting more strict with clients outstanding balance, we will have issues come up like this. There were a few other issues I noticed in the past couple weeks: 1. rate increase: There was a client who was completely upset with finance because of the rate increase, they thought this was a billing error. So what Vincent had done was adjust the rates to reflect what the prior invoices were at. He did not know about the rate increase. I had let him know to not ever adjust rates and to connect with me or Tim on this. We had let the client know it was not a billing error and that there was a recent rate increase, they might still be upset. 2. Clients getting upset with collection calls: We have a lot of clients on etransfer, they take time to pay the invoices, in between the reconciliation of the bank, Vincent follows up with them on payment. The issue is that client might have already sent etransfer but it hasnt been reflected in quickbooks yet because Tim Sr is handling this right now so Vincent wouldnt know if they sent this payment. ---- Vincent is going to take over the payment reconciliation side soon so we don't have any miscommunication and he can review which clients have paid and reconcile right away. Im hoping he will take this over by next week. 3. Cheque emploi issues: Vincent had put in the date for the cheque emploi credits incorrectly when manually entering these in, so they did not populate on current but were added to the following weeks. I had a meeting with him in regards to this, he understands now to double check his work and ensure that the credit is being added to the booking before moving forward. --- This has been corrected and clients received updated invoices. 4. Issues with responding to clients in a timely manner :As you guys may know, we still are having the issue with many people accessing quickbooks at the same time, in addition to this, Vincent is the only one handling Montreal. So we might get requests from clients when he is doing billing, and he would be the only one to action on those requests so they most likely get delayed till after billing is complete. Billing is a beast and takes a whole day to do , what happens when billing is completed, Tim Sr then goes in and needs to use quickbooks so there is a little miscommunication and timing issue because of the problem with only 1 user at a time. Im hoping soon Vincent will be the only one to ha