--000000000000941a680618e903c7 Content-Type: multipart/related; boundary="000000000000941a680618e903c6" --000000000000941a680618e903c6 Content-Type: multipart/alternative; boundary="000000000000941a670618e903c5" --000000000000941a670618e903c5 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Team! Please take a look at the detailed tracker and upload or correct what is needed. Thank you! ---------- Forwarded message --------- From: Date: Mon, May 20, 2024 at 1:58=E2=80=AFPM Subject: 05/20/24 - Action Required - $33k Open Balance - New Client Audit Results To: , Michelle Kenaga , Coddye Ring-Noonan , Gayle Soulides , Melissa Reyes , Audra Williams , Alicia Broussard , Alisha Wise , Amy Harris , Araceli Gutierrez , Cassi Gilkeson , Cathy Goffredo , Kimberly Guerci , Triff Cook , Yukari Roberts = , Beth Ann Rosario , Claudia Hernandez , Jennifer Piper , Jessica Pascasio , Karoline Da Silva , Diane Mockenhaupt , Matt Nyberg , Leigh Smith , Kelley Richard , Tiffany Silton , Grace Labrecque , Jennifer Geist , , , , , , , , , , , , , , Cc: Sarah Powers , Alan Badger , Elizabeth Clark , Laszlo Kovacs , Paul Kahn , Gerard Draetta , Lito Delapena , Marc Atkinson , , , , , , , , , , , , Hello Everyone, I hope you all had a wonderful weekend. Please see the below summary by division for clients in need of attention due to missing or incomplete mandatory documents in accordance with our onboarding process. Also below is a breakdown of the over $33K open balance for these client=E2=80=99s missing documentation listed by division. Please= review and address the document attached in the link below, including any clients with start months in Jan 2024 - Apr 2024 who account for over $29K of these open balances. The deadline for May commissions is Friday June 7th , please reach out to Alejandro Aponte, Marc Atkinson, & Lito with any discrepancies or questions. Please note changes made after the updated report has been generated will not be reflected until the client is re-audited and an updated report is generated. Please click here to review the updated audit tracker. - West Division has the largest open balance at just over $21k in total with $18k open for clients with start dates in Jan 2024 - Apr 2024 and h= as the largest # of clients that have started services in need of attention= at 22. - GCM Division currently has the second largest open balance at over $6k in total with $6k open for clients with start dates in Jan 2024 =E2=80= =93 Apr 2024 and has the second largest # of clients that have started services in ne= ed of attention at 8. *Approx $33k open balance due for clients with a missing CCA or payment authorization forms. $29k open balance for clients with start dates in Jan 2024 - Apr 2024.* Please note that recent Google updates has changed how the file appears when you open it as a commentor. Once you open the Google Sheet you will need to click the drop-down arrow on the right-hand side of the sheet to expand