RE: Amex Transactions- Concur

Please see attached. The email is asking Lindsey to reconcile the charges on her Amex card. Once she creates the expense report, James will receive to approve. Please let me know if the approver is incorrect.

 

From: James Patchett <jpatchett@homecareassistance.com> 
Sent: Wednesday, February 16, 2022 10:12 AM
To: Timothy Thomas <tt@homecareassistance.com>; Teresa Skelton <tskelton@homecareassistance.com>
Subject: Re: Amex Transactions- Concur

 

Timothy,

 

I have only seen maybe one report come through from Lindsey related to her expenses and concur.  I am looping in Teresa Skelton here to see if she can assist us.  Teresa, see below....

 

Thank you,

 

James

 

On Wed, Feb 16, 2022 at 10:38 AM Timothy Thomas <tt@homecareassistance.com <mailto:tt@homecareassistance.com> > wrote:

Hey James, can you help me out with this? I've never used concur.

 

Thanks! 

Tim

---------- Forwarded message ---------
From: Lindsey Fancy <lfancy@homecareassistance.com <mailto:lfancy@homecareassistance.com> >
Date: Wed, Feb 16, 2022 at 10:27 AM
Subject: Amex Transactions- Concur
To: Timothy Thomas <tt@homecareassistance.com <mailto:tt@homecareassistance.com> >

 

Hi Tim... I got an email from Concur that my credit card transactions are overdue. James approved all the transactions once in the past but I think that I am supposed to be doing these... I have logged in to see if I can figure it out but "HCA Winnipeg" is not an option under the location list (there is an entry for Montreal, Vancouver, Toronto and Calgary). Do you have any idea what needs to be done about this? And do you know with what frequency these are supposed to be done (monthly?)? And if there is some sort of naming convention to the expense reports? 

 

Thanks,


 

-- 

Lindsey Fancy

 

General Manager 

Home Care Assistance Winnipeg

10B-1700 Corydon Avenue

Winnipeg, MB

R3N 0K1

 

Office:  <tel:204-489-6000> 204-489-6000

Fax:  <tel:204-487-6700> 204-487-6700

Web:  <http://hcawinnipeg.ca/> HCAWinnipeg.ca




 

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Head of Canada
Home Care Assistance
Office: 514-907-5065 <tel:514-907-5065> 
Fax: 514-221-4265 <tel:514-221-4265> 

	

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Westmount, QC, H3Z1R7
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