Re: Montreal Ubers

From
Sharon Speirs <sspeirs@thekey.com>
To
Sandra Daoust <sdaoust@thekey.com>
CC
Timothy Thomas <tt@thekey.com>, Gary Scott <gscott@thekey.com>, Joey Taylor <joey.taylor@thekey.com>
Date
2022-11-04 09:31:59
Folder
INBOX
--00000000000076a55f05eca79d7a Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Good morning/afternoon The main users of the Canadian Central account are Ontario and BC and almost all have been last minute emergency Ubers needed and all have been non billable. Montreal has not started to use the Central account but are aware it is coming. I will follow up with them to ensure they have access if that has not already been done. Once they are fully adopted we will have better visibility to how we can ensure non billable ubers are minimal. If I am missing anything please let me know Sharon On Fri, Nov 4, 2022 at 9:24 AM Sandra Daoust wrote: > Sorry, I should have specified that I am verifying the corporate Uber > account. They are booking through there (there are very few - maybe a > couple a week at most at the moment). > > > > Sandra Daoust > > > > *Gestionnaire des finances/Finance Manager - Canada* > > Tel: 514.907.5065 | Fax: 514.221.4265 > > sdaoust@homecareassistance.com | Homecareassistancemontreal.ca > > > > > > > On Fri, Nov 4, 2022 at 12:04 PM Timothy Thomas wrote: > >> Hi Sandra, >> >> I instructed the team to begin using the corporate uber account in lieu >> of the MTL account. >> >> Adding Sharon >> >> Sharon have the montreal schedulers adopted it and tracking billable >> expenses through clearcare? >> >> Happy to connect next week and iron this out >> Thanks >> Tim >> >> On Fri, Nov 4, 2022 at 11:36 AM Sandra Daoust > sdaoust@homecareassistance.com> wrote: >> >>> Hi Timothy and Joey (copying Gary for visibility) >>> >>> I need some input on this. >>> Currently I access the Uber account weekly (sometimes twice a week) to >>> assess the Uber charges for Montreal. It involves a few steps: >>> - Going into the account and verifying the Ubers assigned to Montreal >>> - Adding the Uber charge to my tracking sheet (this is essentially just >>> for me to keep track of what I have already handled - it does not go to >>> anyone else), but could be shared if there is value. >>> - Determining if the Uber is billable or not. Sometimes (it should be >>> ALWAYS!) the details are listed in the Uber notes (client, billable, no= t >>> billable, etc). >>> - Forwarding the Uber receipt to Tim Sr for Montreal accounting with th= e >>> details (client, billable and pre-tax amount) >>> - If it's billable, also entering the PRE-TAX amount to the client >>> profile so that it is picked up in billing (the taxes will be added on = when >>> invoiced) >>> >>> My question is, how/who will handle it when I am gone. >>> >>> My suggestions are: >>> 1) either we assign to someone >>> 2) The person who orders the Uber takes care of the steps above for >>> their own Uber order >>> >>> Let me know what you guys think. >>> Thanks. >>> Sandra >>> >>> >>> >>> Sandra Daoust >>> >>> >>> >>> *Gestionnaire des finances/Finance Manager - Canada* >>> >>> Tel: 514.907.5065 | Fax: 514.221.4265 >>> >>> sdaoust@homecareassistance.com | Homecareass

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