Circling back;
§ Will existing PAD clients need to verify their bank through
micro-deposit?
*If the client information is input or part of the import by our team, the
micro-deposit process will be bypassed. *
§ Will new clients need to complete this process after input by our
internal team?
*If they provide the information and it is inputted by our team, it will
bypass the micro-deposit process as well. *
On Wed, Nov 29, 2023 at 12:56 PM Alyson Rohane <alyson.rohane@thekey.com>
wrote:
> Hi, all -
>
> Thank you for joining today's call to review the FAQ/How to guide. There
> was a lot of great feedback to work on. I will be applying these edits to
> the file and sending it out for final review/approval before the end of
> this week.
>
> Please see the meeting notes and action items below and let me know if
> anything is missed/unclear!
>
> *Call outs: *
>
> · PAD clients
>
> o New client audit (PSG/Help Desk) to catch and input client’s
> information in VP
>
> o PSG covers Sunday night in case submitted on Friday to be ready by
> Monday
>
> o Micro-deposit:
>
> § Need confirmation if this will impact existing PAD clients and new
> clients that are inputted by PSG/HD
>
> § This will include Calgary and Toronto as they are moving from Stripe
> (might have the wrong system) to VP
>
> · Winnipeg has bi-monthly billing which is out of the norm for
> clients.
>
>
> - *Billing confirmed this is doable effective 1/1/24* – pending AR &
> Cash App to confirm this with their processes.
>
> o This is being notated in the introduction emails (1 & 2) being sent
> to the client.
>
> o Alyson to create a separate email specific for Winnipeg billing terms
>
> · French FAQ conversion
>
> o Include French screenshots
>
> · Include it takes 1-2 (24 – 48 hours) for the micro-deposit to hit
> the bank
>
> · Express process in VP – this is different from the process
> outlined.
>
> o *Confirmed with Elizabeth that this will be included in the answer
> for ‘Do I have to use Versapay?’*
>
> *Action Items: *
>
> · Alyson – Created a separate email for Winnipeg based on their
> billing terms/effective dates
>
> · Alyson – Set meeting with Tim to create the French FAQ
> screenshots.
>
> o Working to have the document translated prior to meeting for review)
>
> o Include the French versions of the introduction emails for Tim to
> review in meeting
>
> · Alyson – Make the updates to the FAQ/HTG
>
> · Elizabeth – Can you please confirm the following questions:
>
> § Will existing PAD clients need to verify their bank through
> micro-deposit?
>
> § Will new clients need to complete this process after input by our
> internal team?
> --
> *Alyson Rohane*
> Senior Continuous Improvement Analyst
> alyson.rohane@thekey.com
>
>