Fwd: 158240 Jagjit Dhaliwal 1034812514 / 159427 Manitoba Public Insurance - Reconciliation of All Invoices & Payments Made - [#964597]

From
Marc Atkinson <billing@thekey.com>
To
'Dennis Fancy' <dfancy@thekey.com>, bboxall@thekey.com
CC
bboxall@thekey.com, michelle.hudgins@thekey.com, lito.delapena@thekey.com, tt@thekey.com, kristy.poyner@thekey.com, jeannie.ortiz@thekey.com, cdixon@thekey.com, eclark@thekey.com
Date
Wed, 02 Oct 2024 20:20:48 +0000
Folder
INBOX
----==_mimepart_66fdab20cad52_1e43fcbde29e2b4969bf Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi Brian and Dennis, Thank you for your responses. To ensure clarity, he= re are the details regarding the clients in question: - Clients: =C2=A0 = - Jagjit Dhaliwal - 1034812514 =C2=A0 - Beverly Filatow - 1034601042 =C2=A0= - Ethel Graham - 1034915824 With confirmation of MPI ownership of the= 5% GST: =C2=A0 - Does this require a revision on all client invoices an= d all MPI invoices from each client's SOC date? =C2=A0 - Is your office c= omfortable with us absorbing the cost, and will we bill MPI for the GST m= oving forward? Thank you! = = On Wed, 2 Oct at 12:52 PM , Billing wrote: = It sounds like we are aligned, below you mentioned a list so was simply = validating the expectation wasn=E2=80=99t that we=E2=80=99re using a list= to manage this. = = = = =C2=A0 = = = = = From: Dennis Fancy Sent: Wednesday, October 2, 2024= 9:49 AM To: eclark@thekey.com Cc: Brian Boxall ; Mar= c Atkinson ; michelle.hudgins@thekey.com; lito.delape= na@thekey.com; tt@thekey.com; kristy.poyner@thekey.com; jeannie.ortiz@the= key.com; cdixon@thekey.com Subject: Re: 158240 Jagjit Dhaliwal 1034812514= / 159427 Manitoba Public Insurance - Reconciliation of All Invoices & Pa= yments Made - [#964597] = = = = =C2=A0 = = = Hi Elizabeth, = = = = = =C2=A0 = = = = We are aware of that. What client has not been properly documented in We= llSky? = = = = = = =C2=A0 = = = = Thank you, = = = = = = = = = = = Dennis Fancy, BSP = = = = = = General Manager (204) 489-6000 = = = = = TheKey.ca = = = = =C2=A0 = = = = = = = = =C2=A0 = = = = = =C2=A0 = = = = On Wed, Oct 2, 2024 at 11:46=E2=80=AFAM wrote: = = = = = Hi Dennis & Tim = = = =C2=A0 = = = If a client is exempt from Tax, the =E2=80=9Ccharge tax=E2=80=9D box sho= uld be unchecked in CC. We shouldn=E2=80=99t be managing that via a manua= lly maintained list, are we aligned there? = = = =C2=A0 = = = =C2=A0 = = = =C2=A0 = = = Kind regards- = = = =C2=A0 = = = Elizabeth=C2=A0Clark=C2=A0 = = = Director = = = CI & Transformation = = = Finance Onboarding & Experience = = = Collections = = = Billing Help Desk = = = =C2=A0 = = = TheKey = = = Office|Cell : 619-822-4855 = = = eclark@thekey.com = = = =C2=A0 = = = TheKey.com = = = =C2=A0 = = = = = = =C2=A0 = = = = =C2=A0 = = = =C2=A0 = = = =C2=A0 = = = =C2=A0 = = = = = From: Dennis Fancy Sent: Wednesday, October 2, 2024 = 9:17 AM To: Brian Boxall Cc: Marc Atkinson ; michelle.hudgins@thekey.com; lito.delapena@thekey.com; tt@th= ekey.com; eclark@thekey.com; kristy.poyner@thekey.com; jeannie.ortiz@thek= ey.com; cdixon@thekey.com Subject: Re: 158240 Jagjit Dhaliwal 1034812514 = / 159427 Manitoba Public Insurance - Reconciliation of All Invoices & Pay= ments Made - [#964597] = = = = =C2=A0 = = = = Hi Marc, = = = = =C2=A0 = = = = = Tax (5% GST) is always billed to the insurance company (Manitoba Public = Insurance). The only clients exempt from tax are those enrolled in 

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