--00000000000083b6e5061a38ad3e Content-Type: multipart/alternative; boundary="00000000000083b6e3061a38ad3d" --00000000000083b6e3061a38ad3d Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi All! We have a few clients left on the new client audit. The deadline for commissions is tomorrow, June 7th. Thanks! On Wed, Jun 5, 2024 at 2:02=E2=80=AFPM wrote: > Hello Everyone, > > > > 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 $76K open balan= ce > for these client=E2=80=99s missing documentation listed by division. Plea= se review > and address the document attached in the link below, including any client= s > with start months in Mar 2024 - Apr 2024 who account for over $2K 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 $60k in > total with $822.00 open for clients with start dates in Mar 2024 - Apr= 2024 > and has the largest # of clients that have started services in need of > attention at 38. > - Northeast Division currently has the second largest open balance at > just over $6k in total with $0.00 open for clients with start dates in= Mar > 2024 - Apr 2024 > - Southeast Division currently has the second largest number # of > client that have started services in need of attention at 8 > > > > > > *Approx $76k open balance due for clients with a missing CCA or payment > authorization forms. $2k open balance for clients with start dates in Mar > 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 the menu. This will allow you to download the spreadsheet by going > to File > Download > Excel (Snip included below for reference). You can > also create a new temporary filter view for the Google Sheet which will > allow you to adjust the filters on the Google Sheet using the icon that > looks like a Google Sheet/Calculator. > > > > *Filtering Google Sheets in the new view* > > *Downloading document in the new view* > > > > > > > > *From:* aaponte@thekey.com > *Sent:* Tuesday, June 4, 2024 5:26 PM > *To:* kristy.poyner@thekey.com; 'Michelle Kenaga' michelle.kenaga@thekey.com>; 'Coddye Ring-Noonan' coddye.ringnoonan@thekey.com>; 'Gayle Soulides' ; > 'Melissa Reyes' ; 'Audra Williams' audraw@thekey.com>; 'Alicia Broussard' ; 'Alisha