Re: Canada Integration- Write Off Proposal

--0000000000001f86f30619c4fe57 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Good afternoon, Lito and Randi - Good news, we got approval for the write-offs with Canada. I am going to be putting a meeting on the books early next week to walk through the items under each location to address any questions. Then from there, you are good to move forward. On Fri, May 31, 2024 at 12:17=E2=80=AFPM Laszlo Kovacs wrote: > Approved to proceed with write-off. > > Thanks, > > On May 31, 2024, at 2:14=E2=80=AFPM, eclark@thekey.com wrote: > > =EF=BB=BF > > Hello Laszlo- > > > > As discussed on our cut over calls for Canada Integration prep, we > identified a series of uncollectable balances that we opted to halt on > integrating, with the intent to write these balances off outside NetSuite= . > Please confirm we=E2=80=99re ok to move forward on these at your earliest > convenience. Thank you. > > > > *Client Name* > > *NetSuite ID* > > *Document ID* > > *Reason* > > *Customer Location* > > *Customer Subsidiary* > > *Amount* > > *Age Bucket* > > Lincoln #912845, Roy > > NA > > 200349 > > SBWO > > Vancouver > > Vancouver > > $1.00 > > 260 > > Hotomani 10348025325, Mary > > NA > > 5919 > > Poor Collections Management > > Winnipeg > > Winnipeg > > $2,765.82 > > 319 > > Hotomani 10348025325, Mary > > NA > > 6038 > > Poor Collections Management > > Winnipeg > > Winnipeg > > $606.75 > > 272 > > Hotomani 10348025325, Mary > > NA > > 5883 > > Poor Collections Management > > Winnipeg > > Winnipeg > > $165.75 > > 334 > > Lange, Allie and Jack > > NA > > 5223 > > Poor Collections Management > > Winnipeg > > Winnipeg > > $0.55 > > 576 > > Selection Panorama > > NA > > 46344 > > Tim Thomas reported change of ownership and that they would not honor bad > debt of previous owners. > > Montreal > > Montreal > > $3,242.30 > > 490 > > Balthazard Carmen > > NA > > 45046 > > Aged balance is over 560 days past due. Poor collections management. > > Montreal > > Montreal > > $2,120.72 > > 569 > > Taran Danny > > NA > > 47187 > > Aged balance is over 430 days past due. Poor collections management. > > Montreal > > Montreal > > $1,609.64 > > 435 > > Hirsch Ronnie > > NA > > This was confirmed not owed back to the client by Tim. These net out to $= 0. > > Montreal > > Montreal > > $1,243.11 > > 413 > > Finkelstein Stephen > > NA > > 50619 > > Poor Collections Management > > Montreal > > Montreal > > $132.98 > > 201 > > Roth Allison > > NA > > 50379 > > Poor Collections Management > > Montreal > > Montreal > > $87.38 > > 219 > > Gagne Andre > > NA > > refund > > Poor Collections Management > > Montreal > > Montreal > > $20.00 > > 147 > > Teitelbaum Pauline > > NA > > ccref > > SBWO > > Montreal > > Montreal > > $0.50 > > 238 > > Freedman Samuel > > NA > > 52259 > > SBWO > > Montreal > > Montreal > > $0.25 > > 64 > > $11,996.75 > > > > > > Kind regards- > > > > Elizabeth Clark > > Director > > CI & Transformation > > Long Term Care Insurance Onboardin