--000000000000e240e0061f1a3cbb Content-Type: multipart/alternative; boundary="000000000000e240df061f1a3cba" --000000000000e240df061f1a3cba Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello Tim & Joey, Please see the below notes: Sofia Iordache - This client has been removed from the audit as of last night. Deirdre McIlwraith - This client's PAD information uploaded on 8/6/2024 is incorrect. We are receiving the below error when attempting to add the PAD information provided. [image: image.png] Regards, *Alejandro Aponte* Finance Onboarding Analyst III *Please note my email has changed:* aaponte@thekey.com 408 479-8654 TheKey.com [image: TheKey] On Wed, Aug 7, 2024 at 11:27=E2=80=AFAM Timothy Thomas wrot= e: > Hi Alejandro, > > Could you please recheck the Montreal clients listed. Joey says that thei= r > docs are correct. Please confirm what is missing. > > Thanks! > Tim > > On Tue, Aug 6, 2024 at 5:27=E2=80=AFPM wrote: > >> Hello Everyone, >> >> >> >> Please see the below summary by division for clients in need of attentio= n >> due to missing or incomplete mandatory documents in accordance with our >> onboarding process. Also below is a breakdown of the over $8K open balan= ce >> for these client=E2=80=99s missing documentation listed by division. Ple= ase review >> and address the document attached in the link below, including any clien= ts >> with start months in May 2024 - June 2024 who account for $125.09 of >> these open balances. *The deadline for July commissions is Friday August >> 9th *, please reach out to Alejandro Aponte, and Jeannie Ortiz with any >> 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 currently has the largest open balance at over $6k in >> total with $55.71 open for clients with start dates in May 2024 =E2= =80=93 June 2024 >> and has the largest # of clients that have started services in need o= f >> attention at 23. >> - Canada Division currently has the second largest open balance at >> over $1.1k in total with $0.00 open for clients with start dates in M= ay >> 2024 - June 2024. >> - East Division currently has the second largest # of clients that >> have started services in need of attention at 13. >> >> >> >> >> >> *Approx $8k open balance due for clients with a missing CCA or payment >> authorization forms. $125.09 open balance for clients with start dates i= n >> May 2024 - June 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 goin= g >> to File > Download > Excel (Snip includ