RE: Jean Coutu

From
<eclark@thekey.com>
To
"'Timothy Thomas'" <tt@thekey.com>, "'Audra Williams'" <audraw@thekey.com>, "'Beth Ann Rosario'" <bethann.rosario@thekey.com>
CC
"'Joey Taylor'" <joey.taylor@thekey.com>
Date
Wed, 22 May 2024 14:37:49 -0700
Folder
INBOX
This is a multipart message in MIME format. ------=_NextPart_000_03F9_01DAAC55.9F47A040 Content-Type: multipart/alternative; boundary="----=_NextPart_001_03FA_01DAAC55.9F47A040" ------=_NextPart_001_03FA_01DAAC55.9F47A040 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Tim =20 Thank you for reaching out to ask. Unfortunately, that=E2=80=99s not = 100% honest on the clients part. They made an advanced payment and got a = credit but were deactivated before they used them, there was no = overpayment made. This typically goes to the Florida P&L because they = invested the time in onboarding, so I=E2=80=99d want both Audra and Beth = Ann to approve using this for services in Montreal. =20 I would suggest she does not get the credit and we consider using just = the Advanced Payment for services in Montreal but will leave that for = you all to decide.=20 =20 Elizabeth Clark=20 Director =20 =20 =20 From: Timothy Thomas =20 Sent: Wednesday, May 22, 2024 2:30 PM To: Elizabeth Clark ; Joey Taylor = Subject: Re: Jean Coutu =20 Adding in Liz=20 =20 This client used the key in Florida. Claims they overpaid and would like = to apply funds to their current Montreal account. Can you validate? Tim Thomas Head of Canada Division Please note my email has changed: tt@TheKey.com (514) 591-9387 =09 TheKey.ca =20 =20 =20 On Wed, May 22, 2024 at 5:12=E2=80=AFPM Joey Taylor = > wrote: Ya, they want to use money they deposited to our USD company on our = services. Assume that wont work =20 On Wed, May 22, 2024 at 4:57=E2=80=AFPM Timothy Thomas > wrote: What's the context here? Theyre saying they don't owe us money? Joey, = can you call them and understand the question?=20 =20 If they paid our US office based on their previous agreement, we'll need = to track down the payment. Or if they were paying an old US invoice = that's a different story.=20 =20 Call me if you have questions =20 On Wed, May 22, 2024 at 3:10=E2=80=AFPM Joey Taylor = > wrote: They want to transfer funds?=20 ---------- Forwarded message --------- From: Dominique Jacobs > Date: Wed, May 22, 2024 at 1:55=E2=80=AFPM Subject: Fwd: Jean Coutu To: Joey Taylor = >, Maria Licoudis > =20 =20 Dominique Jacobs=20 Gestionnaire des soins/Infirmi=C3=A8re auxiliaire Client Care Manager/Licensed Practical Nurse =20 Tel: 514.907.5065 | Fax: 514.221.4265 djacobs@TheKey.com | = TheKey.ca =20 =20 ---------- Forwarded message --------- From: Marilyn Bourcier > Date: Wed, May 22, 2024 at 1:48=E2=80=AFPM Subject: Jean Coutu To: Dominique Jacobs > CC: Annie Veillette > =20 Bonjour, =20 Un d=C3=A9p=C3=B4t de $2 000 a =C3=A9t=C3=A9 pr=C3=A9lev=C3=A9 en USD en = d=C3=A9cembre dernier. Je vous joins un document qui explique le tout. = Est-ce possible de retracer ce montant de votre c=C3=B4t=C3=A9 svp? =20 =20 =20 Merci et bonne journ=C3=A9e=20 Marilyn Bourcier Technicienne Comptable Patrimoine Familial Coutu=20 T=C3=A9l. : (514) 303-1101 poste 602 marilyn@marjean.ca =20 Marilyn Bourcier Acco

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