--00000000000057363f063481242d Content-Type: multipart/alternative; boundary="00000000000057363e063481242c" --00000000000057363e063481242c Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable FYI - There is No capacity in May to take on additional development projects for NetSuite, we can discuss prioritization later in the month as we look beyond the current month. (Current focus is AOB and ValueCare that impacts invoicing, as well as undeposited funds for accounting, and then CareScout). Do we already have a Mock up of what we want the invoices to look like when there is and is not caregiver service? On Mon, May 5, 2025 at 6:02=E2=80=AFAM wrote: > Good Morning- > > > > Please see the below updates for the roll out of Lifeguard in Canada. If > there is anything I=E2=80=99ve missed or misrepresented below, please let= me know. > > > > Link to the project plan and all supporting information is here. > > > > > *Key Activities & Action Items for Week Ending 5/9/25:* > > In our go-live prep meeting on 5/2 with the local team last week we > learned the LG service must be taxed when invoiced to customers. As we > intended to bill clients for this service using the Billable Expenses in > CC, which are not taxable, we had to adjust our approach to invoicing for > this service as a stand alone offering (for clients not also receiving > Caregiving services). An Intake has been submitted to IT requesting the > below changes. We will look to those that lead prioritization/enhancement > meetings to ensure this is approved and an ETA is communicated to this > group accordingly. > > > > - IT Intake Summary: > > > - Update Invoice Creation logic to remove punch times when the CG =3D > Lifeguard > - Add the Bill Rate Name to the Invoice Description for LG > Services Only (again conceptually, when CG name =3D Lifeguard) > - We understand the solution design is ultimately with IT, > these were the ideas proposed in our meeting. > > > > > > > > *Notes & Recording from 5/2/25 Meeting* > > [image: Document]Notes by Gemini > > > [image: Video]Recording > > > > > > > *Outstanding Action Items:* > > - B2B Agreement has been fully executed > - *Tim- * can you please forward copies of the > finalized B2B and Client Contracts? > - *Tim- * working with LG to confirm the > reporting/tracking requirements > - Elizabeth to coordinate working sessions with various internal > stakeholders to align in the source & reporting systems needed resp= ectively > - Donny & Renne to support any updates needed to SF, and the > respective reporting requirements > - Tim- to partner with AP & LG teams to coordinate > proper Supplier Set Up in Coupa, knowing we will be invoiced and payin= g > invoices in CAD > - I believe all the necessary leg work needed here is complete. Can > you confirm @'Timothy Thomas' & @'Anotte Francois' > ? > > > > > > Kind regards- > > > > *Elizabeth Clark* > > Director | *TheKey* > > Mobile: 619.822.4855 > > > > > > *From:* eclark@the