--000000000000202f43061768d43a Content-Type: multipart/alternative; boundary="000000000000202f41061768d439" --000000000000202f41061768d439 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hey Elizabeth, Everything is good to process here minus the ones discussed above. Thanks, On Wed, May 1, 2024 at 11:09=E2=80=AFAM wrote: > Hi Joey > > > > Please take the time you need and let us know. > > > > Hi Gerard > > > > As discussed on our call earlier this week, we will address any write off= s > needed with Randi, offline. > > > > Elizabeth Clark > > Director > > > > > > > > *From:* gerard.draetta@thekey.com > *Sent:* Wednesday, May 1, 2024 7:09 AM > *To:* 'Joey Taylor' ; eclark@thekey.com > *Cc:* 'Timothy Thomas' ; 'John Janiga' john.janiga@thekey.com>; 'Alyson Rohane' ; > 'Laszlo Kovacs' ; 'Katherine Cope' katherine.cope@thekey.com> > *Subject:* RE: Montreal Unapplied Payments/Credits/Deposits- Inactive > Client Clean Up > > > > Joey, > > > > Good morning. I will be happy to assist with adjustments for the Montreal > area however, I am unsure how to do a write off. If you would like my > assistance, can we please set up a quick call so you can walk me through > it. Thank you. > > > > Gerard > > > > > > *From:* Joey Taylor > *Sent:* Wednesday, May 1, 2024 10:00 AM > *To:* eclark@thekey.com > *Cc:* Timothy Thomas ; John Janiga ; > Alyson Rohane ; gerard.draetta@thekey.com; > Laszlo Kovacs ; Katherine Cope katherine.cope@thekey.com> > *Subject:* Re: Montreal Unapplied Payments/Credits/Deposits- Inactive > Client Clean Up > > > > Good Morning, > > Looking over this list, we have wrote off debt for the following clients > and they should not receive a reimbursement: > 1. CHSLD Donald Berman > 2. L'artisan > 3. Univ de Montreal Covid > 4. Sunrise of Dollard-des-Ormeaux > 5. Floralie Lachine Residence > > > > Can I also have an hour to look over the private clients? Some had > pre-paid hours as part of a "Cheetah" agreement we had piloted with Chen. > > Thank you, > > > > On Tue, Apr 30, 2024 at 6:31=E2=80=AFPM wrote: > > Thank you, updated list. > > > > Recommendation: > > - *John-* Where you see a Recommendation of =E2=80=9D Pursue Client Re= fund=E2=80=9D > please reach out to those clients via phone and email and ask for an > address to mail a check. > > > - As clients confirm please send me an email via FD ticket confirming > we should refund and from there, I will route to An Ly & Lisa Barke= r for > approval. > > > - *Gerard*- Did we write off the balance for Monique Jacob? If so, > this is likely a payment we will Write Off to reverse the impact. > > Complete: > > - *Tim & Joey *- Where you see a Recommendation of =E2=80=9D Deposit, = We > should w/o these funds if LO can confirm.=E2=80=9D Please review the c= lients listed > and confirm these are non-refundable deposits. > > Type > > Date > > Number > > Name > > Name E-Mail > > Open Balance > > Recommendation > > Reason > > Payment > > 7/13/2021 > > Deposit > >