--00000000000084c74c0616cb3635 Content-Type: multipart/alternative; boundary="00000000000084c7480616cb3634" --00000000000084c7480616cb3634 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Awesome, thank you so much! On Tue, Apr 23, 2024 at 10:03=E2=80=AFAM Alejandro Aponte wrote: > Hello Audra, > > Yes, I will be sure to include the requested email addresses on > this distribution list forward! > > > Regards, > *--* > *Alejandro Aponte* > Help Desk Team Lead (OTC) > aaponte@TheKey.com > > (408) 479-8654 > TheKey.com > [image: TheKey] > > > On Mon, Apr 22, 2024 at 10:19=E2=80=AFPM Audra Williams wrote: > >> Hi Alejandro! >> >> Can you please add Canada GM's to this report if they are not already? >> Cheryl Cartwright, Joey Taylor, Chuck Terlesky, Sharon Speirs >> >> Thank you! >> >> >> >> On Mon, Apr 22, 2024 at 2:06=E2=80=AFPM wrote: >> >>> Hello Everyone, >>> >>> >>> >>> I hope you all had a great weekend! >>> >>> >>> >>> Please see the below summary by division for clients in need of >>> attention due to missing or incomplete mandatory documents in accordanc= e >>> with our onboarding process. Also below is a breakdown of the over $38K >>> 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 Dec 2023 - Mar 2024 who acco= unt >>> for over $30K of these open balances. The deadline for April >>> commissions is Friday May 10th , 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 $23k in >>> total with $15k open for clients with start dates in Dec 2023 - Mar = 2024 >>> and has the largest # of clients that have started services in need = of >>> attention at 25. >>> - Northeast Division currently has the second largest open balance >>> at over $5k in total with $5k open for clients with start dates in D= ec 2023 >>> - Mar 2024 >>> - GCM Division currently has the second largest # of clients that >>> have started services in need of attention at 12. >>> >>> >>> >>> >>> >>> *Approx $38k open balance due for clients with a missing CCA or payment >>> authorization forms. $30k open balance for clients with start dates in = Dec >>> 2023 - Mar 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 wil= l >>> need to click the drop-down arrow on the right-hand side of the sheet t= o >>> expand the menu. This will allow you to download the spreadsheet by goi= ng >>> to File > Download > Excel (