This is a multipart message in MIME format. ------=_NextPart_000_0411_01D93C8A.45E32DD0 Content-Type: multipart/alternative; boundary="----=_NextPart_001_0412_01D93C8A.45E32DD0" ------=_NextPart_001_0412_01D93C8A.45E32DD0 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello Hua =20 Can you please provide a sample report you=E2=80=99ll need us to = reproduce once we=E2=80=99re no longer invoicing out of ClearCare? =20 Elizabeth Clark=20 Sr. Manager, Continuous Improvement=20 TheKey =20 =20 =20 From: Frank Liu =20 Sent: Thursday, January 5, 2023 10:39 AM To: Lyndsey Organ Cc: Carla Berlin ; Hua Wu ; = eclark@thekey.com; Ethan Stein ; Nicole Avedis = ; Natalie Cahoone ; = Geraldine Nath ; Timothy Thomas = ; An Ly Subject: Re: FW: Canada Consolidation =20 Lyndsey, that would work. =20 =20 On Thu, Jan 5, 2023 at 10:21 AM Lyndsey Organ > wrote: Hi Frank, =20 We had consultants update the legal names of the subsidiaries last month = which does not look to be reflected in SB3. =20 Carla - Is it ok if I manually update the HCA Toronto Subsidiary in = Sandbox3 to match production (TheKey, LLC: SJD Care Services, Inc.)? =20 Thank you! =20 Lyndsey Organ Accounting Manager 316.253.6494 Wichita, KS TheKey.com Error! Filename not specified. =20 =20 On Thu, Jan 5, 2023 at 12:14 PM Frank Liu > wrote: Lydsey, Natalie, Can you review the Toronto location and associated subsidiary in sandbox = , SB3, to see if that is set up correctly? I'd like to bring in some = client data and care logs so that some testing can be done in NS. =20 Let me know if we should meet on this as well. =20 -Frank =20 On Thu, Jan 5, 2023 at 8:18 AM Hua Wu > wrote: Hello all =20 I just want to add something regarding Canada AP integration. Canada AP = integration needs to be a separate discussion/project. Canada doesn't = have one consistent AP process; each Canadian office has its own = separate process. We also don't have any dedicated AP resources; most = are done locally and I help out when I can. I'm unfamiliar with how AP = works on Netsuite/AppWrap. =20 =20 In addition, all the current Canadian banks are tied to the previous = owners (most are still working with TheKey). A lot of the vendor = payments also come out of the local credit cards (that are also under = the previous owners' name). Although we have the JPM accounts set up, = nothing has been migrated yet. So we need to bring @Ethan Stein = into the loop as well.=20 =20 I want to make sure I understand the goal/objectives so I can manage = expectations in both the timeline and workload. I'm happy to discuss = further.=20 =20 Thanks. =20 Hua =20 Hua Wu CA, CPA Accounting Manager - Canada (403) 369-8848 hua.wu@thekey.com =20 =09 =09 TheKey.com =20 =20 =20 On Thu, Jan 5, 2023 at 7:56 AM Hua Wu > wrote: Hi Elizabeth =20 Do you mean the reports from Clearcare that I used to record invoices = issued and sales tax? =20 Thanks. =20 Hua Wu CA, CPA Accounting Manager - Canada (403) 369-8848 hua.wu@t