--00000000000091a9b70618055d6d Content-Type: multipart/related; boundary="00000000000091a9b70618055d6c" --00000000000091a9b70618055d6c Content-Type: multipart/alternative; boundary="00000000000091a9b50618055d6b" --00000000000091a9b50618055d6b Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Is there anything we have to do here? ---------- Forwarded message --------- From: Date: Wed, May 8, 2024 at 4:30=E2=80=AFPM Subject: 05/08/24 - Action Required - $80k Open Balance - New Client Audit Results To: , Michelle Kenaga , Coddye Ring-Noonan , Gayle Soulides , Melissa Reyes , Audra Williams , Alicia Broussard , Alisha Wise , Amy Harris , Araceli Gutierrez , Cassi Gilkeson , Cathy Goffredo , Kimberly Guerci , Triff Cook , Yukari Roberts = , Beth Ann Rosario , Claudia Hernandez , Jennifer Piper , Jessica Pascasio , Karoline Da Silva , Diane Mockenhaupt , Matt Nyberg , Leigh Smith , Kelley Richard , Tiffany Silton , Grace Labrecque , Jennifer Geist , , , , , , , , , , , , , Cc: Sarah Powers , Alan Badger , Elizabeth Clark , Laszlo Kovacs , Paul Kahn , Gerard Draetta , Lito Delapena , Marc Atkinson , , , , , , , , , , , , 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 $80K 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 Jan 2024 - Mar 2024 who account for over $33K of these open balances. *The deadline for April commissions is Friday May 10th *, pl= ease 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 $58k in total with $16k open for clients with start dates in Jan 2024 - Mar 2024 and h= as the largest # of clients that have started services in need of attention= at 23. - Northeast Division currently has the second largest open balance at over $7k in total with $5k open for clients with start dates in Jan 2024= - Mar 2024 - GCM Division currently has the second largest # of clients that have started services in need of attention at 16. *Approx $80k open balance due for clients with a missing CCA or payment authorization forms. $33k open balance for clients with start dates in Jan 2024 - 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 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 > Downlo