Fwd: 158047 Donna Parrish - LO & Client Review of Invoices 763865 & 777373 & Investigation of Improper Payments - [#824045]

From
Marc Atkinson <billing@thekey.com>
To
bboxall@thekey.com, tt@thekey.com
CC
lisa.barker@thekey.com, john.janiga@thekey.com, clum@thekey.com, lito.delapena@thekey.com
Date
2024-06-20 21:14:44
Folder
INBOX
Hi Everyone,     I just called Bill Parrish Jr. and spoke with him. He was very understanding and not upset at all. He assumed that is what happened with the integration into VP (he mentioned this specifically).      I advised that we can do an E-transfer asap but he declined. He told me his father is not going to know how to accept it. He asked for an expedited paper check. I confirmed that we can do this and he provided the refund information below:     Check made out to: William Parrish     Mail to:   1034 Wellington Crescent  Winnipeg, MB R3M 0E1     I then asked him if he needs a couple of weeks until the next payment is processed or if we can just process payments as normal. He told me to just process payments as normal. Thus, I turned autopay back on for Donna Parrish's payments.     I will work with our Payment Application team to get the refund check expedited to William Parrish, the client's husband.     Thank you.   
                           
                            On
                            Thu, 20 Jun at  4:42 PM
                            ,  Lito Delapena <billing@thekey.com>  wrote:
                             
 
 HI Brian and Tim, 
   
 After further review of client Donna Parrish' account and payments made since our Go Live in early may. We have discovered a duplication of the PAD account ending in 1630 (Donna Parrish) which was also loaded onto Winnipeg client 158151 Dieter Peschken  Versapay profile. 
 
 Using the account statement provided by Bill Parrish, we were able to identify the payments he identified on his bank statements belonging to Dieter Peshken totaling $33,748.40. This total is what will need to be refunded back to Donna Parrish' account. 
   
 Diether Peschken's son has reached out regarding the payment failures on this fathers account. Brian and Tim would you prefer that you speak with Dieter Peschken's POC regarding the payments and what will be owed once the reversals/Refunds are completed? 
   
 
$33,748.40. is the same amount we will need to process onto the correct PAD for Peshken (8930)   
 
   
  
   
 ​We will get started on the E-transfer refund template for Donna Parrish and will get that over to you Tim. Please advise who you would like us to proceed regarding Perhshken. 
   
 Thank you, 
   
 
 
 Lito Delapena 
 
Manager Customer Contact & Collections Center
 
   
   
 
 
                           
                            On
                            Wed, 5 Jun at 11:05 AM
                            ,  158047 Donna Parrish <bparrish@pandh.ca>  wrote:
                               
 
  Clients are reporting some differences in amounts owing on Invoices for the end of may. 
   
 Client POA Bill Parrish JR stated that he has received info with amounts owing of both $6704 and $5042 for the end of May. 
   
 Since invoices are no longer posted in the Family room, I cannot see this. 
   
 Can someone confirm the correct amount owing for the Parrish Family to  Bill Jr?  He is CC'd on this email. 
   
 Thank you, 
   
   
  


 
Brian Boxall
 


  Client Success Manager 
  Direct 431 887 1785 
  Office 204 489 6000 
   
   
 TheKey.ca