Re: Montreal - Customers with Balance not in Clearcare/Versapay

From
Alyson Rohane <alyson.rohane@thekey.com>
To
Joey Taylor <joey.taylor@thekey.com>
CC
Elizabeth Clark <eclark@thekey.com>, Timothy Thomas <tt@thekey.com>, Randi Schapira CPA CA <Randi@schapiraca.ca>
Date
Wed, 15 May 2024 09:00:09 -0700
Folder
INBOX
--00000000000012fa6a06188037b2 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you, Joey! I will get these formatted and confirm once they are imported into the system. On Wed, May 15, 2024 at 8:23=E2=80=AFAM Joey Taylor wrote: > 1. Bertone: https://montreal.clearcareonline.ca/clients/1000000000015122/ > 2. Hill: https://montreal.clearcareonline.ca/clients/1000000000028039/ > 3. Noyes: https://montreal.clearcareonline.ca/clients/3615732/ > 4. Padulo: https://montreal.clearcareonline.ca/clients/1000000000043146/ > 5. Parent: https://montreal.clearcareonline.ca/clients/1000000000059885/ > 6. St. Moritz: > https://montreal.clearcareonline.ca/clients/1000000000023591/ > 7. SEC Elogia: > https://montreal.clearcareonline.ca/clients/1000000000048308/ > 8. Residence Pointe-Claire: > https://montreal.clearcareonline.ca/clients/1000000000015057/ > > > On Wed, May 15, 2024 at 10:29=E2=80=AFAM Elizabeth Clark > wrote: > >> If he can provide the clearcare ID (in the URL when you=E2=80=99re in th= e client >> screen), that would be awesome. >> Pardon my brevity, Sent from my iPhone >> >> On May 15, 2024, at 7:28=E2=80=AFAM, Timothy Thomas wrot= e: >> >> =EF=BB=BF >> Hi Alyson, >> >> They're all in clearcare with slight variations to their names. Joey wil= l >> confirm the Clearcare records for you shortly. >> >> On Tue, May 14, 2024 at 7:45=E2=80=AFPM Alyson Rohane >> wrote: >> >>> Hello, Randi, Joey and Tim - >>> >>> These 8 customers that have open balances on the aging do not have a >>> clearcare record they belong to. Can you please confirm who these shoul= d be >>> tied with to import the balances? >>> >>> Location Name Internal ID Clearcare Status Type from Quickbooks Date Nu= m Due >>> Date Aging Open Balance UNIQUEID Decision Notes Type >>> Montreal Bertone Giuseppe & Domenica Active Payment 3/31/2021 >>> 1140 ($852.83) Bertone Giuseppe & Domenica44286-852.83 Manually Load Co= llections >>> to identify 3 attempts to collect Payment >>> Montreal Hill Suzanne Active Payment 10/25/2021 932 ($588.68) H= ill >>> Suzanne44494-588.68 Manually Load Collections to identify 3 attempts to >>> collect Payment >>> Montreal Noyes Joanna Active Payment 10/25/2021 932 ($662.26) N= oyes >>> Joanna44494-662.26 Manually Load Collections to identify 3 attempts to >>> collect Payment >>> Montreal Padulo Henry & Olga Active Payment 11/14/2023 182 >>> ($100.83) Padulo Henry & Olga45244-100.83 Manually Load Collections to >>> identify 3 attempts to collect Payment >>> Montreal Parent Michelle Active Payment 11/29/2023 C1AYnw68GCbS >>> 167 ($340.33) Parent MichelleC1AYnw68GCbS45259-340.33 Manually Load Col= lections >>> to identify 3 attempts to collect Payment >>> Montreal Residence Place St-Moritz Active Invoice 1/30/2024 51973 >>> 2/29/2024 75 $438.28 Residence Place St-Moritz5197345321438.28 Manually >>> Load Facility pays by check average of 30 - 60 days for receipt Invoic= e >>> Montreal SEC Elogia Active Invoice 1/9/2024 51673

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