FW: Alessandra Bitelli-Vancouver

This is a multipart message in MIME format. ------=_NextPart_000_00CF_01DAAAAE.818E0290 Content-Type: multipart/alternative; boundary="----=_NextPart_001_00D0_01DAAAAE.818E0290" ------=_NextPart_001_00D0_01DAAAAE.818E0290 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Laszlo/Elizabeth, =20 The account of Alessandra Bitelli is seriously past due because of the = terms in NetSuite showing at N2. Now that it has migrated over to NS, = should I update the terms in the system to N60 based on the discussions = and approval contained within this email string? Please let me know if = you approve and I will make the adjustment.=20 Gerard ---------- Forwarded message --------- From: Timothy Thomas > Date: Mon, Aug 21, 2023 at 2:39=E2=80=AFPM Subject: Re: Alessandra Bitelli-Vancouver To: Ali Malik > Cc: Laszlo Kovacs >, Elizabeth Clark >, Michelle Hudgins = >, = Sumira Suthesan >, Gerard Draetta = > =20 The client Kerr was also inherited in Vancouver and has 30 day terms. To = my knowledge that is it.=20 =20 On Mon, Aug 21, 2023 at 1:18=E2=80=AFPM Ali Malik > wrote: Hey Las, =20 I can answer that question: =20 Most of our privatepay clients in Canada are on autopay , if they are = not on autopay, we have them setup on etransfer/bank transfer with net = terms immediate. We have very few clients we have made exceptions for = cheque payment/client payment terms, less than a handful in my = estimation. The facility/insurance payors are a different story, they = set their own terms for payment usually 45-60 days. =20 thanks, =20 On Mon, Aug 21, 2023 at 12:41=E2=80=AFPM Laszlo Kovacs = > wrote: Ah, understood that they came aboard with inherited terms. If we push = them to net immediate terms I assume we=E2=80=99d be at risk of losing = them. I guess we keep as-is for now.=20 =20 Is there a big population of inherited accounts with extended terms? =20 From: Timothy Thomas >=20 Sent: Monday, August 21, 2023 11:02 AM To: Laszlo Kovacs > Cc: eclark@thekey.com ; Ali Malik = >; Michelle Hudgins = >; = Sumira Suthesan >; Gerard Draetta = > Subject: Re: Alessandra Bitelli-Vancouver =20 We acquired a stand alone agency (loving home care) in 2021 alongside = the Vancouver franchise. This client came over with them. Their terms = were inherited and we were told by the corp dev team to leave them alone = so as to not disrupt the transition. Carolina could confirm but nothing = has changed since then as they made their payments.=20 =20 I understand if this needs to change moving forward. Let me know.=20 =20 =20 On Mon, Aug 21, 2023 at 11:52=E2=80=AFAM Laszlo Kovacs = > wrote: I=E2=80=99d love to see support from whoever in accounting told him he = could have 2 month terms- Accounting doesn=E2=80=99t have that type of = approval authority. Also, I=E2=80=99d like to know what about his = mother=E2=80=99s financial situation requires extended terms.=20 =20 I=E2=80=99m not on board with this. It=E2=80=99s one of those situations = where the