--00000000000081ed69062179edbe Content-Type: multipart/alternative; boundary="00000000000081ed69062179edbd" --00000000000081ed69062179edbd Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello Timon, Thank you for the updates, all three clients mentioned have been removed from the audit, have a great weekend. Regards, *Alejandro Aponte* Finance Onboarding Analyst III *Please note my email has changed:* aaponte@thekey.com 408 479-8654 TheKey.com [image: TheKey] On Fri, Sep 6, 2024 at 2:50=E2=80=AFPM Timon Page w= rote: > Hi Alejandro > > For the Toronto/Waterloo clients Sara Creador, Nancy Monteleone and the > facility Harbour Light, all should be compliant now. > > Best regards, > * Timon Page * > General Manager, Ontario > *Please note my email address has changed:* > timon.page@thekey.com > Mobile: (437) 223-0841 > TheKey.com > > > > On Thu, Sep 5, 2024 at 5:04=E2=80=AFPM wrote: > >> Hello Everyone, >> >> >> >> Please see the below summary by division for clients in need of attentio= n >> due to missing or incomplete mandatory documents in accordance with our >> onboarding process. Also below is a breakdown of the over $43K open bala= nce >> for these client=E2=80=99s missing documentation listed by division. Ple= ase review >> and address the document attached in the link below, including any clien= ts >> with start months in June 2024 - July 2024 who account for over $3k of >> these open balances. *The deadline for August commissions is Friday >> September 6th *, please reach out to Alejandro Aponte, and Jeannie Ortiz >> with any questions. ***Please note changes made after the updated report >> has been generated will not be reflected until the client is re-audited = and >> an updated report is generated. >> >> >> >> Please click here to review the updated audit tracker. >> >> >> >> >> - West Division currently has the largest open balance at over $20k >> in total with $388.80 open for clients with start dates in June 2024 = =E2=80=93 July >> 2024 and currently has the largest # of clients that have started ser= vices >> in need of attention at 24. >> - East Division currently has the second largest open balance at over >> $17k in total with $417.10 open for clients with start dates in June = 2024 - >> July 2024 and currently has the second largest # of clients that have >> started services in need of attention at 22. >> >> >> >> >> >> *Approx $43k open balance due for clients with a missing CCA or payment >> authorization forms. Over $3k open balance for clients with start dates = in >> June 2024 - July 2024.* >> >> >> >> >> >> >> >> Please note that recent Google updates has changed how the file appears >> when you open it as a commentor. Once you open the Google Sheet you will >> need to click the drop-down arrow on the right-hand side of the sheet to >> expand the menu. This will allow you to download the spreadsheet by goin= g >> to File > Download > Excel (Snip included below for reference). You ca