Re: Gail McFayden - [#463017]

From
Chuck Terlesky <cterlesky@thekey.com>
To
Marc Atkinson <billing@thekey.com>
CC
tt@thekey.com, lisa.barker@thekey.com, lito.delapena@thekey.com, vashon.palloo@thekey.com
Date
ue, 3 Oct 2023 13:
Folder
INBOX
--00000000000059f1640606d48120 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable I have e-transferred Hector $3000.00 as it's the maximum allowable. The remaining $35.67 will be sent tomorrow. Hector is aware as the client manager Shawntel Sousa already spoke with him. Regards, Chuck On Tue, Oct 3, 2023 at 12:57=E2=80=AFPM Marc Atkinson = wrote: > Hi Tim, > > Thank you for the approval. > > Hi Chuck, > > Please let me know when this is completed so I can let Hector McFadyen > know. Thank you. > > On Tue, 3 Oct at 2:15 PM , Timothy Thomas wrote: > This is approved. > > On Tue, Oct 3, 2023 at 1:12=E2=80=AFPM Marc Atkinson = wrote: > >> Hi Chuck, >> >> Please process a refund for $3,035.67 Canadian Dollar to the client's >> checking account ending in 3160 through their PAD on file in our system. >> >> Also, just so we're all clear moving forward, the correct process for >> refund requests for Calgary clients have to go directly to you with Tim = on >> copy for approval and Vashon and Lisa on copy for visibility. Please >> confirm that this is the correct process. >> >> Thank you. >> >> >> On Tue, 3 Oct at 12:22 PM , CharlesTerlesky > cterlesky@homecareassistance.com> wrote: >> Hi All, >> >> To confirm - I do not have access to Net Suite so I have no visibility o= n >> the screenshots. No one emailed me to etransfer the client funds. Marc, = in >> this email string, you said, "We have gone ahead and issued a refund for >> this amount on 9/20". (but I was not told) >> >> If you want me to refund the client through E-transfer, an email must be >> sent to Tim Thomas and me for approval. This is because the refund will >> appear on our P&L and must be allocated to the correct account. This can= be >> done on the same day, and I can happily do it upon request. Just to let = you >> know, Calgary can't do refunds through PAD, so we must do an E-transfer. >> >> Let's get this sorted out today - Please email me and Tim the exact >> amount you wish to have E-transfered. >> >> Thanks, >> Chuck >> >> >> >> >> >> On Tue, Oct 3, 2023 at 7:36=E2=80=AFAM Marc Atkinson wrote: >> >>> Good Morning Team, >>> >>> Just a heads up here. I reached out to Hector McFadyen late yesterday t= o >>> see if he received the refund yet, and he responded by saying he has no= t. >>> Please see below. If we can obtain some sort of update on this today, t= hat >>> would be appreciated. >>> >>> Thanks! >>> >>> >>> >>> >> >> -- >> Chuck Terlesky B.A., CCPE >> General Manager/Regional Caregiver Ambassador for Canada >> >> 403-301-3777 >> >> TheKey.ca >> >> [image: TheKey] >> >> >> > 463017:611100 > --=20 Chuck Terlesky B.A., CCPE General Manager/Regional Caregiver Ambassador for Canada 403-301-3777 TheKey.ca [image: TheKey] --00000000000059f1640606d48120 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable I h= ave e-transferred=C2=A0Hector $3000.00 as it&#39;s the maximum allowable. T= he remaining=C2=A0$35.67 will be sen

Thread (1)