--000000000000a2db1205f6c90899 Content-Type: multipart/alternative; boundary="000000000000a2db1005f6c90898" --000000000000a2db1005f6c90898 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Sam, Thank you for this email. @Timothy Thomas We need to let the operations team know to do a thorough audit come Monday. Billing team has no insight in regards to rates and bookings so we would just be guessing and going back and forth. For all other sites, the CSMs go in on Monday to do an audit of previous weeks bookings. Who can we assign this to in Oakville/Waterloo? thank you On Mon, Mar 13, 2023 at 10:29=E2=80=AFAM Timothy Thomas wro= te: > So we've underbilled by roughly 10k? Please keep me posted on the > resolutions. > > On Mon, Mar 13, 2023 at 9:47=E2=80=AFAM Sam Naffaa > wrote: > >> Hi Ali, >> I am sending this email again with some additional points based on what = I >> saw in the billing over my leave. >> 1- Schlegel village ( Waterloo and Oakville): We bill them bi-weekly. I >> send the invoices to them by email as per the attached sheet. >> Schlegel village clients are all clients tagged ( Schlagkled village Pay= er >> or Schlagle village client). Please note not all villages are schlegel >> villages. As an example Luther village is not a schlagle village client = so >> you don't need to adjust the hours for the 30 minutes break. >> 2- Highview ( Waterloo) : They have one profile but two sites (Cedar >> Creek, Blair Creek). They need a weekly invoice to each site separately.= I >> check the shifts to see which site and generate an invoice for each site >> and add to the invoice in the note (Cedar Creek or Blair Creek) as in th= e >> below screenshot. I have adjusted the last two weeks' invoices to >> separate them to two invoices. >> >> [image: image.png] >> 3- WWLHIN: (Waterloo) Monthly billing. ( All under WW LHIN payer tage) >> They don't need their client name to be presented on invoices. Each clie= nt >> has a BRN number. After issuing the invoice the client's name has to be >> replaced by the BRN number as in the below screenshot. We don't charge >> them for holidays (*1.5) and all clients under WWLHIN are tax exempt. >> [image: image.png] >> 4- *THE MOST IMPORTANT POINT: I was checking the billing rate and had a >> look at the hours before I issued the bills. Every week I found many rat= es >> to be adjusted and some hours to be checked and adjusted. If you want to >> bill what is there in the Clearcare please let the operation team know i= n >> advance. The error amount in the last two weeks was more than 10K. * >> *5- I will create a sharing sheet for amounts related to clients debited= / >> credited to the bank accounts. * >> *Please let me know if you need any further clarification of >> information. * >> Regards, >> Sam Naffaa, CMA >> 905.337.1288 >> *Please note my email has changed:* >> hcao.accounting@TheKey.com >> >> TheKey.com >> [image: TheKey] >> >> >> >> >> >> >> >> ---------- Forwarded