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RE: FW: Lifeguard May Invoice

From
<eclark@thekey.com>
To
"'Anotte Francois'" <anotte.francois@thekey.com>
CC
"'Timothy Thomas'" <tt@thekey.com>, <an.ly@thekey.com>, "'Lyndsey Organ'" <lyndsey.organ@thekey.com>, <trish.nguyen@thekey.com>, "'Troy Riha'" <troy.riha@thekey.com>
Date
Mon, 7 Jul 2025 09:50:46 -0700
Folder
INBOX
📎 image001.png
Sorry, what email address did it come from?

 

 

Kind regards-

 

Elizabeth Clark

Director | TheKey

Mobile: 619.822.4855

 

 

From: Anotte Francois <anotte.francois@thekey.com> 
Sent: Monday, July 7, 2025 9:24 AM
To: eclark@thekey.com
Cc: Timothy Thomas <tt@thekey.com>; an.ly@thekey.com; Lyndsey Organ <lyndsey.organ@thekey.com>; trish.nguyen@thekey.com; Troy Riha <troy.riha@thekey.com>
Subject: Re: FW: Lifeguard May Invoice

 

Yes ma'am- 

 

It went to rkelly@joinlifeguard.com <mailto:rkelly@joinlifeguard.com> 

 

On Mon, Jul 7, 2025 at 12:21 PM <eclark@thekey.com <mailto:eclark@thekey.com> > wrote:

Thank you, Anotte. Can you tell me what email address the PO was sent from or how I can help her find it, if she hasn’t already? 

 

 

Kind regards-

 

Elizabeth Clark

Director | TheKey

Mobile: 619.822.4855

 

 

From: Anotte Francois <anotte.francois@thekey.com <mailto:anotte.francois@thekey.com> > 
Sent: Monday, July 7, 2025 9:11 AM
To: Timothy Thomas <tt@thekey.com <mailto:tt@thekey.com> >
Cc: eclark@thekey.com <mailto:eclark@thekey.com> ; an.ly@thekey.com <mailto:an.ly@thekey.com> ; Lyndsey Organ <lyndsey.organ@thekey.com <mailto:lyndsey.organ@thekey.com> >; trish.nguyen@thekey.com <mailto:trish.nguyen@thekey.com> ; Troy Riha <troy.riha@thekey.com <mailto:troy.riha@thekey.com> >
Subject: Re: FW: Lifeguard May Invoice

 

Hi Tim,

 

I see the supplier is all set up in the system, and the Purchase Order was forward to the supplier. They are all set.

 

Thanks, 

 

Anotte

 

On Mon, Jul 7, 2025 at 9:01 AM Timothy Thomas <tt@thekey.com <mailto:tt@thekey.com> > wrote:

Hi Anotte,

 

Was this resolved? I submitted the Lifeguard supplier request back in June. 

 

Thanks

 

On Tue, Jul 1, 2025 at 4:37 PM Anotte Francois <anotte.francois@thekey.com <mailto:anotte.francois@thekey.com> > wrote:

The business needs to submit the supplier request in Coupa - in this case maybe Tim or someone from his team.

 

Please see the attached instructions.

 

Thanks,

 

Anotte

 

On Tue, Jul 1, 2025 at 4:27 PM <eclark@thekey.com <mailto:eclark@thekey.com> > wrote:

Ok got it. Are there materials you can send that I can provide the client, so she can register and create her supplier profile, so that you can then get that PO created?

 

 

Kind regards-

 

Elizabeth Clark

Director | TheKey

Mobile: 619.822.4855

 

 

From: Anotte Francois <anotte.francois@thekey.com <mailto:anotte.francois@thekey.com> > 
Sent: Tuesday, July 1, 2025 1:17 PM
To: eclark@thekey.com <mailto:eclark@thekey.com> 
Cc: an.ly@thekey.com <mailto:an.ly@thekey.com> ; Lyndsey Organ <lyndsey.organ@thekey.com <mailto:lyndsey.organ@thekey.com> >; trish.nguyen@thekey.com <mailto:trish.nguyen@thekey.com> ; Timothy Thomas <tt@thekey.com <mailto:tt@thekey.com> >; Troy Riha <troy.riha@thekey.com <mailto:troy.riha@thekey.com> >
Subject: Re: FW: Lifeguard May Invoice

 

Elizabeth,

The PO will be issued by my team - we will do it once the supplier is created.

 

We will create one PO with multiple lines by locations. 

Thank you,

Anotte Francois

Disbursements Sr. Director
anotte.francois@thekey.com <mailto:anotte.francois@thekey.com> 

[image: TheKey] [https://homecareassistance.com/](https://homecareassistance.com/) <https://homecareassistance.com/%5d(https:/homecareassistance.com/)> 

 

On Tue, Jul 1, 2025 at 4:00 PM <eclark@thekey.com <mailto:eclark@thekey.com> > wrote:

Thanks, Anotte. Can you expand a bit on that? Who issues a PO, and how are they issued? One per vendor, per location, etc? 

 

 

Kind regards-

 

Elizabeth Clark

Director | TheKey

Mobile: 619.822.4855

 

 

From: Anotte Francois <anotte.francois@thekey.com <mailto:anotte.francois@thekey.com> > 
Sent: Tuesday, July 1, 2025 12:41 PM
To: eclark@thekey.com <mailto:eclark@thekey.com> 
Cc: an.ly@thekey.com <mailto:an.ly@thekey.com> ; Lyndsey Organ <lyndsey.organ@thekey.com <mailto:lyndsey.organ@thekey.com> >; trish.nguyen@thekey.com <mailto:trish.nguyen@thekey.com> ; Timothy Thomas <tt@thekey.com <mailto:tt@thekey.com> >; Troy Riha <troy.riha@thekey.com <mailto:troy.riha@thekey.com> >
Subject: Re: FW: Lifeguard May Invoice

 

Hello,

 

Looks good. However, we need a purchase order for the invoices.

 

We also need the purchase order to be listed on the invoice. 

 

Thank you,




Anotte Francois

	

Disbursements Sr. Director


anotte.francois@thekey.com <mailto:anotte.francois@thekey.com> 

	
	
	

 <https://homecareassistance.com/>  

 <https://homecareassistance.com/>  

 <https://homecareassistance.com/> On Tue, Jul 1, 2025 at 3:24 PM <eclark@thekey.com> wrote:

 <https://homecareassistance.com/> Hi Team-

 <https://homecareassistance.com/>  

 <https://homecareassistance.com/> Confirming these invoices look ok to send to Coupa so we can provide her with that email address to send these PDFs to?

 <https://homecareassistance.com/>  

 <https://homecareassistance.com/> Tim-

 <https://homecareassistance.com/> I did notice one of the invoices for Dr Shanta & Tukaram Khoday is for $208. Is that correct? Below are the CAD values I see on your pricing model, nothing looks like it’s supposed to amount to $208 for Tier 1-3 clients.

 <https://homecareassistance.com/>  

 <https://homecareassistance.com/> 

 <https://homecareassistance.com/>  

 <https://homecareassistance.com/>  

 <https://homecareassistance.com/> Kind regards-

 <https://homecareassistance.com/>  

 <https://homecareassistance.com/> Elizabeth Clark

 <https://homecareassistance.com/> Director | TheKey

 <https://homecareassistance.com/> Mobile: 619.822.4855

 <https://homecareassistance.com/>  

 <https://homecareassistance.com/>  

 <https://homecareassistance.com/> From: Rosemary Kelly <rkelly@joinlifeguard.com> 
Sent: Thursday, June 26, 2025 10:53 AM
To: Timothy Thomas <tt@thekey.com>
Cc: invoices@thekey.coupahost.com; eclark@thekey.com; an.ly@thekey.com; lyndsey.organ@thekey.com; Trish Nguyen <trish.nguyen@thekey.com>
Subject: Re: Lifeguard May Invoice

 <https://homecareassistance.com/>  

 <https://homecareassistance.com/> Hi team....alright - here you go.  

 <https://homecareassistance.com/>  

 <https://homecareassistance.com/> I have changed the bank account and address in Coupa to reflect a QC address as well as a bank account that will accept CAD as payment.  I've also restated the invoices attached to reflect CAD values rather than USD.

 <https://homecareassistance.com/>  

 <https://homecareassistance.com/> Can you all let me know if this meets your requirements?  

 <https://homecareassistance.com/>  

 <https://homecareassistance.com/> Thanks much!

 <https://homecareassistance.com/> Rosemary

 <https://homecareassistance.com/> 

 <https://homecareassistance.com/> 
  _____  


 

 

 

 <https://homecareassistance.com/> From: Timothy Thomas <tt@thekey.com>
Sent: Wednesday, June 25, 2025 11:34 AM
To: Rosemary Kelly <rkelly@joinlifeguard.com>
Cc: invoices@thekey.coupahost.com <invoices@thekey.coupahost.com>; eclark@thekey.com <eclark@thekey.com>; an.ly@thekey.com <an.ly@thekey.com>; lyndsey.organ@thekey.com <lyndsey.organ@thekey.com>
Subject: Re: Lifeguard May Invoice 

 <https://homecareassistance.com/>  

 <https://homecareassistance.com/> Thank you!

 <https://homecareassistance.com/>  

 <https://homecareassistance.com/> On Wed, Jun 25, 2025 at 11:30 AM Rosemary Kelly <rkelly@joinlifeguard.com> wrote:

 <https://homecareassistance.com/> Hi Tim.....I put Hobe Sound because that is where I am located and wanted to make sure that any correspondence came to me.  

 <https://homecareassistance.com/>  

 <https://homecareassistance.com/> However, given that we need to restate the billings, etc in CAD, then we should really set up the contact/billing, etc with the Canadian address.  I'll go into Coupa and change the address info and banking info to accomodate CAD.

 <https://homecareassistance.com/> 

 <https://homecareassistance.com/> 
  _____  


 

 

 

 <https://homecareassistance.com/> From: Timothy Thomas <tt@thekey.com>
Sent: Wednesday, June 25, 2025 09:27 AM
To: Rosemary Kelly <rkelly@joinlifeguard.com>
Cc: invoices@thekey.coupahost.com <invoices@thekey.coupahost.com>; eclark@thekey.com <eclark@thekey.com>; an.ly@thekey.com <an.ly@thekey.com>; lyndsey.organ@thekey.com <lyndsey.organ@thekey.com>
Subject: Re: Lifeguard May Invoice 

 <https://homecareassistance.com/>  

 <https://homecareassistance.com/> Hi Rosemary, 

 <https://homecareassistance.com/>  

 <https://homecareassistance.com/> When I set Lifeguard up in Coupa, the address on file was Hobe Sound -Florida. On these invoices, I'm seeing Quebec City. Which would you prefer? 

 <https://homecareassistance.com/>  

 <https://homecareassistance.com/> Thanks

 <https://homecareassistance.com/> Tim

 <https://homecareassistance.com/>  

 <https://homecareassistance.com/> On Tue, Jun 24, 2025 at 4:44 PM Rosemary Kelly <rkelly@joinlifeguard.com> wrote:

 <https://homecareassistance.com/> Hello team....I have incorporated the requested changes to the invoices attached.  Please let me know if this doesn't meet your requirements.  

 <https://homecareassistance.com/>  

 <https://homecareassistance.com/> Thanks for the feedback.

 <https://homecareassistance.com/>  

 <https://homecareassistance.com/> Rosemary

 <https://homecareassistance.com/>  

 <https://homecareassistance.com/>  

 <https://homecareassistance.com/>  

 <https://homecareassistance.com/>  

 <https://homecareassistance.com/> Rosemary M. Kelly

 <https://homecareassistance.com/> Chief Financial Officer

 <https://homecareassistance.com/> Lifeguard Health

 <https://homecareassistance.com/> 949-510-2832 (cell)

 <https://homecareassistance.com/> 

 <https://homecareassistance.com/> 
  _____  


 

 

 

 <https://homecareassistance.com/> From: Timothy Thomas <tt@thekey.com>
Sent: Tuesday, June 24, 2025 09:10 AM
To: Rosemary Kelly <rkelly@joinlifeguard.com>
Subject: Fwd: Lifeguard May Invoice 

 <https://homecareassistance.com/>  

 <https://homecareassistance.com/> Hi Rosemary, 

 <https://homecareassistance.com/>  

 <https://homecareassistance.com/> Please see the comments below from our AP team. 

 <https://homecareassistance.com/>  

 <https://homecareassistance.com/> Thanks

 <https://homecareassistance.com/>  

 <https://homecareassistance.com/> ---------- Forwarded message ---------
From: <eclark@thekey.com>
Date: Tue, Jun 24, 2025 at 8:19 AM
Subject: RE: Lifeguard May Invoice
To: Timothy Thomas <tt@thekey.com>, An Ly <an.ly@thekey.com>, Lyndsey Organ <lyndsey.organ@thekey.com>

 <https://homecareassistance.com/>  

 <https://homecareassistance.com/> Hi Tim-

 <https://homecareassistance.com/>  

 <https://homecareassistance.com/> If they can leave the no-charge clients off the invoice, and send a separate one for each CAD location, that would be ideal as volume grows. Also, the period of time this covers is not on the invoice, and its dated 5/31. Is it possible they note “May 2025” or the period they’re billing us for so we can catch any duplicates?

 <https://homecareassistance.com/>  

 <https://homecareassistance.com/> + An & Lyndsey for review of the coupa invoice as well. TY for sending!!

 <https://homecareassistance.com/>  

 <https://homecareassistance.com/> Kind regards-

 <https://homecareassistance.com/>  

 <https://homecareassistance.com/> Elizabeth Clark

 <https://homecareassistance.com/> Director | TheKey

 <https://homecareassistance.com/> Mobile: 619.822.4855

 <https://homecareassistance.com/>  

 <https://homecareassistance.com/>  

 <https://homecareassistance.com/> From: Timothy Thomas <tt@thekey.com> 
Sent: Monday, June 23, 2025 5:48 AM
To: Elizabeth Clark <eclark@thekey.com>
Subject: Fwd: Lifeguard May Invoice

 <https://homecareassistance.com/>  

 <https://homecareassistance.com/> Hi Liz,

 <https://homecareassistance.com/>  

 <https://homecareassistance.com/> See the sample invoice attached. I presume you will require some tweaks. Let me know.

 <https://homecareassistance.com/>  

 <https://homecareassistance.com/> Thanks

 <https://homecareassistance.com/> Tim

 <https://homecareassistance.com/> ---------- Forwarded message ---------
From: Rosemary Kelly <rkelly@joinlifeguard.com>
Date: Fri, Jun 20, 2025 at 2:20 PM
Subject: Re: Lifeguard May Invoice
To: Timothy Thomas <tt@thekey.com>
Cc: invoices@thekey.coupahost.com <invoices@thekey.coupahost.com>

 <https://homecareassistance.com/>  

 <https://homecareassistance.com/> No problem Tim - here you go.  Is that how you would like it going forward?  Happy to accommodate what you need.   As the client volume grows - are you OK if the detail by individual is on a separate sheet that would add up to the amount on the invoice?  (i.e. It will get too crowded to put the names on the invoice.  

 <https://homecareassistance.com/>  

 <https://homecareassistance.com/> thanks!

 <https://homecareassistance.com/> Rosemary

 <https://homecareassistance.com/>  

 <https://homecareassistance.com/>  

 <https://homecareassistance.com/>  

 <https://homecareassistance.com/>  

 <https://homecareassistance.com/> Rosemary M. Kelly

 <https://homecareassistance.com/> Chief Financial Officer

 <https://homecareassistance.com/> Lifeguard Health

 <https://homecareassistance.com/> 949-510-2832 (cell)

 <https://homecareassistance.com/> 

 <https://homecareassistance.com/> 
  _____  


 

 

 

 <https://homecareassistance.com/> From: Timothy Thomas <tt@thekey.com>
Sent: Friday, June 20, 2025 02:03 PM
To: Rosemary Kelly <rkelly@joinlifeguard.com>
Cc: invoices@thekey.coupahost.com <invoices@thekey.coupahost.com>
Subject: Re: Lifeguard May Invoice 

 <https://homecareassistance.com/>  

 <https://homecareassistance.com/> Hi Rosemary. 

 <https://homecareassistance.com/>  

 <https://homecareassistance.com/> Could you please revise and provide the client names? 

 <https://homecareassistance.com/>  

 <https://homecareassistance.com/> Thanks.

 <https://homecareassistance.com/> Tim 

 <https://homecareassistance.com/>  

 <https://homecareassistance.com/> On Fri, Jun 20, 2025 at 1:49 PM Rosemary Kelly <rkelly@joinlifeguard.com> wrote:

 <https://homecareassistance.com/> Hello - please find attached the invoice for May services.  Note that the invoice is stated in USD according to the rates in TheKey/Lifeguard contract.  

 <https://homecareassistance.com/>  

 <https://homecareassistance.com/> Please let me know if you have any questions.  

 <https://homecareassistance.com/>  

 <https://homecareassistance.com/> Thanks much!

 <https://homecareassistance.com/> Rosemary

 <https://homecareassistance.com/>  

 <https://homecareassistance.com/>  

 <https://homecareassistance.com/>  

 <https://homecareassistance.com/> Rosemary M. Kelly

 <https://homecareassistance.com/> Chief Financial Officer

 <https://homecareassistance.com/> Lifeguard Health

 <https://homecareassistance.com/> 949-510-2832 (cell)




 

-- 


Anotte Francois

	

Disbursements Sr. Director


anotte.francois@thekey.com <mailto:anotte.francois@thekey.com> 

	
	
	

 <https://homecareassistance.com/>  




 

-- 


Anotte Francois

	

Disbursements Sr. Director


anotte.francois@thekey.com <mailto:anotte.francois@thekey.com> 

	
	
	

 <https://homecareassistance.com/> 


 <https://homecareassistance.com/>  

 <https://homecareassistance.com/> -- 


 <https://homecareassistance.com/> Anotte Francois

	

 <https://homecareassistance.com/> Disbursements Sr. Director


anotte.francois@thekey.com <https://homecareassistance.com/> 

	
	
	

 <https://homecareassistance.com/>  




 

-- 


Anotte Francois

	

Disbursements Sr. Director


anotte.francois@thekey.com <mailto:anotte.francois@thekey.com> 

	
	

 <https://homecareassistance.com/> 

 <https://homecareassistance.com/>

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