Re: Amex Transactions- Concur

From
James Patchett <jpatchett@homecareassistance.com>
To
Timothy Thomas <tt@homecareassistance.com>
CC
Teresa Skelton <tskelton@homecareassistance.com>
Date
Wed, 16 Feb 2022 12:03:17 -0500
Folder
INBOX
Hi Teresa,

Timothy is correct as he is now Head of the Canada Region.  You can assign
the following people to him for approvals:

Lindsey Fancy
Dennis Fancy
Cheryl Cartwright
Carolina Orosa
Chuck Terelsky

Please let me know if you have any questions.

Thank you,

James

On Wed, Feb 16, 2022 at 12:00 PM Timothy Thomas <tt@homecareassistance.com>
wrote:

> Hi Teresa,
>
> Thanks for the clarification. If James agrees, I can approve the Canadian
> sites from now on.
>
> Best,
> Tim
>
> On Wed, Feb 16, 2022 at 11:53 AM <tskelton@homecareassistance.com> wrote:
>
>> 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> 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>
>> Date: Wed, Feb 16, 2022 at 10:27 AM
>> Subject: Amex Transactions- Concur
>> To: Timothy Thomas <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: 204-489-6000
>>
>> Fax: 204-487-6700
>>
>> Web: HCAWinnipeg.ca <http://hcawinnipeg.ca/>
>>
>>
>>
>>
>> --
>>
>> *Timothy Thomas*
>> *Head of Canada*
>> Home Care Assistance
>> Office: 514-907-5065
>> Fax: 514-221-4265
>>
>> 4464 Ste Catherine West
>> Westmount, QC, H3Z1R7
>> HomeCareAssistanceMontreal.ca
>>
>> ---
>>
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>>
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>>
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>>
>>
>>
>>
>> --
>>
>> *James Patchett*
>>
>> *Director of International Operations, Franchise Support, Business
>> Support Group*
>>
>> Home Care Assistance
>>
>> Direct: (727) 729-2068
>>
>> www.homecareassistance.com
>>
>> ---
>>
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>>
>
>
> --
> Timothy Thomas
> Head of Canada
> Home Care Assistance
> Office: 514-907-5065
> Fax: 514-221-4265
> 4464 Ste Catherine West
> Westmount, QC, H3Z1R7
> HomeCareAssistanceMontreal.ca
> ---
> Read Our Testimonials
> <https://www.homecareassistancemontreal.ca/reviews.html>
> We Are Hiring! <https://www.homecareassistancemontreal.ca/careers.html>
>
> <https://www.linkedin.com/company/home-care-assistance-montreal-soins-%C3%A0-domicile-/>
> <https://www.facebook.com/HCAGreaterMTL>
> <https://homecareassistance.com>
> Champions of Longevity
>


-- 
James Patchett
Director of International Operations, Franchise Support, Business Support
Group
Home Care Assistance
Direct: (727) 729-2068
www.homecareassistance.com
---
Read Our Testimonials <https://homecareassistance.com/reviews>
Join Our Newsletter
<https://homecareassistance.com/healthy-longevity-newsletter>
We Are Hiring! <https://homecareassistance.com/careers>
<https://homecareassistance.com>
Champions of Aging Well