--0000000000008d6bfb0618e52c3a Content-Type: multipart/alternative; boundary="0000000000008d6bfa0618e52c39" --0000000000008d6bfa0618e52c39 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Tim =E2=80=93 Do we want N30 or N60 on this account? *From:* gerard.draetta@thekey.com *Sent:* Monday, May 20, 2024 11:09 AM *To:* 'Laszlo Kovacs' ; eclark@thekey.com *Cc:* 'Timothy Thomas' ; 'Michelle Hudgins' *Subject:* FW: Alessandra Bitelli-Vancouver Laszlo/Elizabeth, The account of Alessandra Bitelli is seriously past due because of the terms in NetSuite showing at N2. Now that it has migrated over to NS, should I update the terms in the system to N60 based on the discussions and approval contained within this email string? Please let me know if you approve and I will make the adjustment. Gerard ---------- Forwarded message --------- From: *Timothy Thomas* Date: Mon, Aug 21, 2023 at 2:39=E2=80=AFPM Subject: Re: Alessandra Bitelli-Vancouver To: Ali Malik Cc: Laszlo Kovacs , Elizabeth Clark , Michelle Hudgins , Sumira Suthesan , Gerard Draetta The client Kerr was also inherited in Vancouver and has 30 day terms. To my knowledge that is it. On Mon, Aug 21, 2023 at 1:18=E2=80=AFPM Ali Malik wr= ote: Hey Las, I can answer that question: Most of our privatepay clients in Canada are on autopay , if they are not on autopay, we have them setup on etransfer/bank transfer with net terms immediate. We have very few clients we have made exceptions for cheque payment/client payment terms, less than a handful in my estimation. The facility/insurance payors are a different story, they set their own terms for payment usually 45-60 days. thanks, On Mon, Aug 21, 2023 at 12:41=E2=80=AFPM Laszlo Kovacs wrote: Ah, understood that they came aboard with inherited terms. If we push them to net immediate terms I assume we=E2=80=99d be at risk of losing them. I g= uess we keep as-is for now. Is there a big population of inherited accounts with extended terms? *From:* Timothy Thomas *Sent:* Monday, August 21, 2023 11:02 AM *To:* Laszlo Kovacs *Cc:* eclark@thekey.com; Ali Malik ; Michelle Hudgins ; Sumira Suthesan = ; Gerard Draetta *Subject:* Re: Alessandra Bitelli-Vancouver We acquired a stand alone agency (loving home care) in 2021 alongside the Vancouver franchise. This client came over with them. Their terms were inherited and we were told by the corp dev team to leave them alone so as to not disrupt the transition. Carolina could confirm but nothing has changed since then as they made their payments. I understand if this needs to change moving forward. Let me know. On Mon, Aug 21, 2023 at 11:52=E2=80=AFAM Laszlo Kovacs wrote: I=E2=80=99d love to see support from whoever in accounting told him he coul= d have 2 month terms- Accounting doesn=E2=80=99t have that type of approval authorit= y. Also, I=E2=80=99d like to know what about his mother=E2=80=99s financial situatio= n requires extended terms. I=E2=80=99m not on board with this. It=E2=80=99