--000000000000c5997c05f1884441 Content-Type: multipart/alternative; boundary="000000000000c5997b05f1884440" --000000000000c5997b05f1884440 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Lydsey, Natalie, Can you review the Toronto location and associated subsidiary in sandbox , SB3, to see if that is set up correctly? I'd like to bring in some client data and care logs so that some testing can be done in NS. Let me know if we should meet on this as well. -Frank On Thu, Jan 5, 2023 at 8:18 AM Hua Wu wrote: > Hello all > > I just want to add something regarding Canada AP integration. Canada AP > integration needs to be a separate discussion/project. Canada doesn't ha= ve > one consistent AP process; each Canadian office has its own separate > process. We also don't have any dedicated AP resources; most are done > locally and I help out when I can. I'm unfamiliar with how AP works on > Netsuite/AppWrap. > > In addition, all the current Canadian banks are tied to the previous > owners (most are still working with TheKey). A lot of the vendor payments > also come out of the local credit cards (that are also under the previous > owners' name). Although we have the JPM accounts set up, nothing has bee= n > migrated yet. So we need to bring @Ethan Stein > into the loop as well. > > I want to make sure I understand the goal/objectives so I can manage > expectations in both the timeline and workload. I'm happy to discuss > further. > > Thanks. > > Hua > > *Hua Wu CA, CPA* > Accounting Manager - Canada > (403) 369-8848 > hua.wu@thekey.com > TheKey.com > [image: TheKey] > > > On Thu, Jan 5, 2023 at 7:56 AM Hua Wu wrote: > >> Hi Elizabeth >> >> Do you mean the reports from Clearcare that I used to record invoices >> issued and sales tax? >> >> Thanks. >> >> >> *Hua Wu CA, CPA* >> Accounting Manager - Canada >> (403) 369-8848 >> hua.wu@thekey.com >> TheKey.com >> [image: TheKey] >> >> >> On Thu, Jan 5, 2023 at 7:26 AM wrote: >> >>> Hi Hua- >>> >>> >>> >>> Can you send me the sample data and report you mentioned on this call s= o >>> I can pass it to Appwrap as a requirement? >>> >>> >>> >>> >>> >>> Elizabeth Clark >>> >>> *Sr. Manager, Continuous Improvement * >>> >>> *TheKey* >>> >>> >>> >>> >>> >>> >>> >>> *From:* eclark@thekey.com >>> *Sent:* Wednesday, January 4, 2023 4:38 AM >>> *To:* 'Nicole Avedis' ; 'Gary Scott' >> gscott@thekey.com>; 'Timothy Thomas' ; 'Chuck Leu' >> cleu@thekey.com>; 'Carla Berlin' ; 'Geraldine >>> Nath' ; 'Bjorn Cooley' ; >>> 'Frank Liu' ; 'Hua Wu' ; 'Natalie >>> Cahoone' ; 'An Ly' ; >>> 'Benjamin Lewis' ; 'Monica Johnston' >> johnstonm@thekey.com>; 'Monica Schmidt' ; >>> 'Roxana Cruz' ; 'Briana Del Real' >>> *Cc:* 'Audra Williams' ; 'Angie Markwell' >> angie.markwell@thekey.com>; 'Michele Boehmer' ; >>> 'Matthew Neal' >>> *Subject:* RE: Canada Consolidation >>> >>> >>> >>> Hi Nicole- >>> >>> >>> >>> Apologies for any confusion on my part. We expect to be done w/UAT by >>> the week of the 24th,