--000000000000ba66ad05f53a6b64 Content-Type: text/plain; charset="UTF-8" Hi Team, I had a meeting with Chuck to go over Calgary billing. There are many things to consider before moving forward with transition. I'm going to list them below. 1. Chuck after billing in clearcare, manually enters all invoices into quickbooks. If we are going to transition, this will need to be charged immediately. I have spoken to him and he mentioned all the clients are correctly entered in clearcare with their respective emails . I suggested we stop billing from quickbooks but he mentioned we would need to speak to accounting. Either we look to figure out a way to transfer clients automatically into quickbooks or we scrap quickbooks as a whole because we won't be using it given the transition as well 2. He does the EFT directly from their online CIBC banking portal. I would most likely signup for Bambora using our credentials in Calgary to do the EFT transitions from there because the online banking requires token and would need There is much more to the Calgary site than I anticipated, if we have to manually enter all invoices in quickbooks , it will easily be our most time consuming site. Doesn't make sense because it's one of the smallest. @Gary Scott @Timothy Thomas Let me know how you would like to proceed. Maybe Gary we can bump this site in our transition schedule. Meaning right after Toronto we tackle Calgary and get it on netsuite asap! That might be the better plan. thank you, *Ali Malik* Manager - Financial Operations --000000000000ba66ad05f53a6b64 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Team, I had a meeting with Chuck to = go over Calgary billing. There are many things to consider before moving fo= rward with transition. I'm going to list them below. 1. Chuck after billing in clearcare, manually enters = all invoices into quickbooks. If we are going to transition, this will need= to be charged immediately. I have spoken to him and he mentioned all the c= lients are correctly entered in clearcare with their respective emails . I = suggested we stop billing from quickbooks but he mentioned we would need to= speak to accounting. Either we look to figure out a way to transfer client= s automatically into quickbooks or we scrap quickbooks as a whole because w= e won't be using it given the transition as well 2. He does the EFT directly from their online CIBC banking portal. I wou= ld most likely=C2=A0signup for Bambora using our credentials=C2=A0in Calgar= y to do the EFT transitions from there because the=C2=A0online banking requ= ires token and would need=C2=A0 There is much more= to the Calgary site than I anticipated, if we have to manually enter all i= nvoices in quickbooks , it will easily be our most time consuming site. Doe= sn't make sense because it's one of the smallest.=C2=A0 @Gary Scott =C2=A0 @Timothy Thomas =C2=A0Let me know how you would like to procee= d.=C2=A0 Maybe Gary we can