RE: Montreal Surcharge Note Examples

From
<eclark@thekey.com>
To
"'Alyson Rohane'" <alyson.rohane@thekey.com>, "'Timothy Thomas'" <tt@thekey.com>, "'Gerard Draetta'" <gerard.draetta@thekey.com>, "'Lito Delapena'" <lito.delapena@thekey.com>
CC
"'Laszlo Kovacs'" <laszlo.kovacs@thekey.com>, "'Frank Liu'" <fliu@thekey.com>
Date
2024-04-21 12:53:35
Folder
INBOX
This is a multipart message in MIME format. ------=_NextPart_000_0594_01DA93EA.ECE127A0 Content-Type: multipart/alternative; boundary="----=_NextPart_001_0595_01DA93EA.ECE14EB0" ------=_NextPart_001_0595_01DA93EA.ECE14EB0 Content-Type: text/plain; charset="utf-8" Content-Transfer-Encoding: quoted-printable Thanks, Alyson!=20 =20 Lito- Can you draft an SOP with the verbiage showing both the English = phone/email and the surcharge note in French, so there is a visual aid = for Help Desk and Collections indicating why we want that surcharge box = checked in NetSuite for French speaking clients? =20 Additionally, Tim, once we=E2=80=99re integrated we will need your team = to email the Help Desk if a new client joins that is French speaking. = Help Desk will then use that ticket to go update the settings in = NetSuite to show the French note.=20 =20 From: Alyson Rohane =20 Sent: Friday, April 19, 2024 4:53 PM To: Timothy Thomas ; Gerard Draetta = ; Lito Delapena Cc: Elizabeth Clark ; Laszlo Kovacs = ; Frank Liu Subject: Montreal Surcharge Note Examples =20 Hi, all -=20 =20 Thanks for discussing the Montreal billing support situation today. = Below are the examples of the English and French PDF, including the = revised surcharge note and a summary of the customer's language = preferences from December. We will obtain a current list closer to = go-live. =20 This is an option to have both points of contact on the invoices for our = customers to reach out to. If this works for you, please confirm your = approval. Otherwise, let us know your thoughts or concerns!=20 =20 Additional Callout: If this is the route we go with Montreal, the = customers will need to have the surcharge checkbox selected so the = system will generate the note on each invoice. A reminder that Montreal = customers are surcharge exempt. We may want to test once integrated to = confirm.=20 =20 Language Preference December Client Count English 71 French 15 Total 86 =20 English PDF:=20 French PDF: =20 Thank you!=20 =20 --=20 Alyson Rohane Senior Continuous Improvement Analyst=20 alyson.rohane@thekey.com ------=_NextPart_001_0595_01DA93EA.ECE14EB0 Content-Type: text/html; charset="utf-8" Content-Transfer-Encoding: quoted-printable v\:* {behavior:url(#default#VML);} o\:* {behavior:url(#default#VML);} w\:* {behavior:url(#default#VML);} .shape {behavior:url(#default#VML);} Thanks, Alyson! &nbsp; Lito- Can you draft = an SOP with the verbiage showing both the English phone/email and the = surcharge note in French, so there is a visual aid for Help Desk and = Collections indicating why we want that surcharge box checked in = NetSuite for French speaking clients? <span = style=3D'font-si

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