RE: FW: Invoice for May 28-June 7th 2024 - [#830062]

--000000000000ca6476061b3f50b4 Content-Type: multipart/alternative; boundary="000000000000ca6475061b3f50b3" --000000000000ca6475061b3f50b3 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thanks Tim- Alyson, To avoid any potential for re-work here, I=E2=80=99d suggest you reach out = to CC and ask them for guidance on what is needed for setup of CAD vendors. Might also make sense to double check with Legal as well. Thanks, *From:* Timothy Thomas *Sent:* Wednesday, June 19, 2024 9:32 AM *To:* Laszlo Kovacs *Cc:* Alyson Rohane ; Anotte Francois ; Elizabeth Clark ; An Ly ; Troy Riha *Subject:* Re: FW: Invoice for May 28-June 7th 2024 - [#830062] I haven't gone through the process myself but I've heard that there is a 1099 and W8Ben form required. Is that correct? As for the help option, yes I think that could work as long as it's cristal clear. On Wed, Jun 19, 2024 at 9:55=E2=80=AFAM Laszlo Kovacs wrote: Tim, Does this work for you? Thanks, *From:* Alyson Rohane *Sent:* Tuesday, June 18, 2024 8:21 PM *To:* Laszlo Kovacs ; Timothy Thomas *Cc:* anotte.francois@thekey.com; Elizabeth Clark ; an.ly@thekey.com; Troy Riha *Subject:* Re: FW: Invoice for May 28-June 7th 2024 - [#830062] Good evening, @Timothy Thomas and @Laszlo Kovacs - We connected with Cross Country to see what the options for creating a Canada form. They came back to suggest that they include a "help field" on the 1099 checkbox field to call out that this field is *only *for US suppliers. Would this work for you? Or were there other fields causing complications when filling out the form? On Wed, Jun 12, 2024 at 7:44=E2=80=AFAM Laszlo Kovacs wrote: Anotte/Alyson, See the thread below. Tim does have a good point in CAD vendors potentially being confused when being asked for US forms/info during CSP onboarding. Can we please look into whether we can request different criteria for vendors based on their geography (ie., the CAD version of a 1099 in this example). Thanks, *From:* Timothy Thomas *Sent:* Tuesday, June 11, 2024 5:24 PM *To:* Laszlo Kovacs *Subject:* Fwd: Invoice for May 28-June 7th 2024 - [#830062] Hey man. Do you oversee this department? Any chance we can make an exception and have AP manually build Canadian vendors in coupa? There aren=E2=80=99t many= and the process is a pain as it asks vendors for 1099 forms and W8Bens which just confuses our them and leads them to abandon. *Tim Thomas* Head of Canada Division *Please note my email has changed:* tt@TheKey.com (514) 591-9387 *TheKey.ca * [image: Image removed by sender. TheKey] ---------- Forwarded message --------- From: *Hailey Nguyen* Date: Tue, Jun 11, 2024 at 6:18=E2=80=AFPM Subject: Fwd: Invoice for May 28-June 7th 2024 - [#830062] To: , Sharon Speirs Hello Timothy, Per management, AP is not allowed to manually set up new vendor in Coupa. We can help complete their profile if/when the vendor is unable to submit the 2nd form. But the first form needs to be request by The Key's employee.