Re: Canada NetSuite Integration & Concur Training Update

From
Anotte Francois <anotte.francois@thekey.com>
To
Timothy Thomas <tt@thekey.com>
Date
Mon, 11 Sep 2023 16:59:35 -0400
Folder
INBOX
--00000000000039b5b106051b9bd2 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Tim, I need Locations and managers for the above employees. Thanks, Anotte On Wed, Sep 6, 2023 at 4:06=E2=80=AFPM Timothy Thomas wrote= : > That would be all client success managers. > > Maria Licoudis > Dominique Jacobs - On LOA > Allison Brenan > Poulami Shah > Brian Boxall > Shawntel Sousa > Vanja Bezdrob > Cathy Gerth > > Thanks > > On Wed, Sep 6, 2023 at 4:01=E2=80=AFPM Geraldine Nath > wrote: > >> Tim: >> >> >> >> Yes, they need to use Concur beginning Oct 1st. How do we identify thos= e >> individuals so we can set them up in Concur and train them as well? >> >> >> >> *gerri nath* >> >> Chief Accounting Officer, The Key >> >> Mobile: 561-879-0132 >> >> >> >> [image: TheKey] >> >> >> >> *From:* Timothy Thomas >> *Sent:* Wednesday, September 6, 2023 2:49 PM >> *To:* brian.fialko@thekey.com >> *Cc:* Joey Taylor ; Cheryl Cartwright > ccartwright@thekey.com>; Dennis Fancy ; Chuck >> Terlesky ; Sam Naffaa = ; >> sspeirs@thekey.com; geraldine.nath@thekey.com; Anotte Francois > anotte.francois@thekey.com>; natalie.cahoone@thekey.com; Daniel Barakat = > daniel.barakat@thekey.com> >> *Subject:* Re: Canada NetSuite Integration & Concur Training Update >> >> >> >> Thanks Brian. >> >> >> >> Question: Should our individual contributors be using concur for mileage >> reimbursement as of Oct 1st? >> >> >> >> On Wed, Sep 6, 2023 at 2:57=E2=80=AFPM wrote: >> >> Hi All, >> >> >> >> Hope all of you are doing well. The corporate accounting team wanted to >> reach out to you and provide an update on the Canada expense reimburseme= nt >> process transition to the Concur system. As you all know, Daniel Baraka= t >> (Assistant Manager, Accounting) and I plan to migrate Canada from >> QuickBooks to NetSuite, TheKey=E2=80=99s ERP system. As a result, you = will begin >> utilizing the Concur reimbursement system for all reimbursable expenses >> placed on your credit card. The go-live target date for Canada Concur >> utilization is October 1, 2023. After this date, TheKey Canada will no >> longer utilize QuickBooks. Each one of you will receive in-depth Concur >> training from Anotte Francois, Senior Director of Accounts Payable. In t= his >> Concur training, questions related to your personal credit card submissi= on >> in to Concur will be addressed. Also, if any of you have any additional >> questions now or in the future, please reach out to Anotte Francois and = she >> will address or lead you to the person who will be able to address. >> >> >> >> Regarding the Concur training date, Anotte Francois will schedule a time >> that works with your schedules. The date will be provided shortly (all o= f >> you should receive training invites in the following week or shortly >> thereafter). >> >> >> >> The corporate accounting team wants to thank all of you for your help >> with the Canada transition and with the continued improvement of TheKey= =E2=80=