--0000000000006acc760621c2af39 Content-Type: multipart/alternative; boundary="0000000000006acc750621c2af38" --0000000000006acc750621c2af38 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi All! Please click here to review the updated audit tracker and upload/update what is needed. Please let me know if you have any questions at all! We are so close to getting this back to ZERO clients on the list!! Thank you! On Mon, Sep 9, 2024 at 1:57=E2=80=AFPM wrote: > Hello Everyone, > > > > I hope you all had a great weekend. > > > > 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 $12K open balan= ce > for these client=E2=80=99s missing documentation listed by division. Plea= se review > and address the document attached in the link below, including any client= s > with start months in June 2024 - Aug 2024 who account for over $12k of > these open balances. The deadline for September commissions is Friday Aug= ust > 11th , 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 $5.8k > in total with $5.8k open for clients with start dates in June 2024 =E2= =80=93 Aug > 2024 and currently has the largest # of clients that have started serv= ices > in need of attention at 16. > - East Division currently has the second largest open balance at over > $5.5k in total with $5.5k open for clients with start dates in June 20= 24 - > Aug 2024 and currently has the second largest # of clients that have > started services in need of attention at 14. > > > > > > *Approx $12k open balance due for clients with a missing CCA or payment > authorization forms. $12k open balance for clients with start dates in Ju= ne > 2024 - Aug 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 > Download > Excel (Snip included below for reference). You can > also create a new temporary filter view for the Google Sheet which will > allow you to adjust the filters on the Google Sheet using the icon that > looks like a Google Sheet/Calculator. > > > > *Filtering Google Sheets in the new view* > > *Downloading document in the new view* > > > > > > > > *From:* aaponte@thekey.com > *Sent:* Friday, September 6, 2024 5:31 PM > *To:* kristy.poyner@thekey.com; 'Michelle Kenaga' michelle.kenaga@thekey.com>; 'Coddy