Hi there
there are a total of 4 cheques that I sent so I would need to know what has
been cashed and then what will be done with the others?
Sharon
On Mon, Dec 18, 2023 at 11:09 AM Vashon Palloo <vashon.palloo@thekey.com>
wrote:
> Last check received was ck #7. I think we're waiting on one or two more.
>
> On Mon, Dec 18, 2023 at 1:53 PM Timothy Thomas <tt@thekey.com> wrote:
>
>> That's fair, thanks Sharon.
>>
>> Vashon can you confirm the last two checks have been accounted for?
>>
>> On Mon, Dec 18, 2023 at 1:34 PM Sharon Speirs <sspeirs@thekey.com> wrote:
>>
>>> Hi all
>>> I am happy to have the conversation with Joe and would just need the
>>> logistics of what is credited by us. There are cheques in the mail so I
>>> would need to answer if they have been received and what is being done with
>>> them once received. I do feel that Joe would appreciate a conversation
>>> coming from someone higher than me since it has escalated so many times but
>>> in the end I do have a relationship with him so I am happy to do that.
>>> I just need to fully understand the account to date
>>> Sharon
>>>
>>> On Mon, Dec 18, 2023 at 6:50 AM Timothy Thomas <tt@thekey.com> wrote:
>>>
>>>> @Sharon Speirs <sspeirs@thekey.com> it's your call. I'm available to
>>>> speak with them if needed.
>>>>
>>>> On Mon, Dec 18, 2023 at 9:31 AM Laszlo Kovacs <laszlo.kovacs@thekey.com>
>>>> wrote:
>>>>
>>>>> Thanks for the note, Lisa.
>>>>>
>>>>>
>>>>>
>>>>> Tim/Dennis – What do you want to do here? Best for the relationship
>>>>> manager to communicate? I think Legal could draw up a release and then it
>>>>> could be conveyed/explained by whoever in the field is the closest to the
>>>>> customer. Also willing to have the comm come from the OTC team. Your call.
>>>>>
>>>>>
>>>>>
>>>>> Best,
>>>>>
>>>>>
>>>>>
>>>>> *From:* lisa.barker@thekey.com <lisa.barker@thekey.com>
>>>>> *Sent:* Monday, December 18, 2023 8:17 AM
>>>>> *To:* 'Laszlo Kovacs' <laszlo.kovacs@thekey.com>; 'Timothy Thomas' <
>>>>> tt@thekey.com>; 'Sharon Speirs' <sspeirs@thekey.com>
>>>>> *Cc:* 'Dennis Fancy' <dfancy@thekey.com>; 'Vanja Bezdrob' <
>>>>> vanja.bezdrob@thekey.com>; 'Vashon Palloo' <vashon.palloo@thekey.com>
>>>>> *Subject:* RE: Anne Kober Care - Accounting Errors
>>>>>
>>>>>
>>>>>
>>>>> Good Morning Everyone,
>>>>>
>>>>>
>>>>>
>>>>> Who will communicate this to the client’s family. Laszlo you mentioned
>>>>> something about having legal communicate with them. Should I? I want to
>>>>> make sure we handle this correctly, so this issue is resolved completely.
>>>>>
>>>>>
>>>>>
>>>>> Thank you,
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>> *Lisa Barker*
>>>>>
>>>>> Manager, Accounts Receivable
>>>>>
>>>>> lisa.barker@thekey.com
>>>>>
>>>>> [image: Image removed by sender. TheKey]
>>>>> <https://homecareassistance.com/>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>> *From:* Laszlo Kovacs <laszlo.kovacs@thekey.com>
>>>>> *Sent:* Friday, December 15, 2023 3:18 PM
>>>>> *To:* Timothy Thomas <tt@thekey.com>; Sharon Speirs <
>>>>> sspeirs@thekey.com>
>>>>> *Cc:* Lisa Barker <lisa.barker@thekey.com>; Dennis Fancy <
>>>>> dfancy@thekey.com>; Vanja Bezdrob <vanja.bezdrob@thekey.com>; Vashon
>>>>> Palloo <vashon.palloo@thekey.com>
>>>>> *Subject:* RE: Anne Kober Care - Accounting Errors
>>>>>
>>>>>
>>>>>
>>>>> Sorry for the delayed response, Tim. Yes, ready to proceed with waiver
>>>>> of the remaining balance. Given our inability to proof out the balance
>>>>> entirely, there could be some margin of error in there, but I’m comfortable
>>>>> with what Lisa was able to pull together.
>>>>>
>>>>>
>>>>>
>>>>> *From:* Timothy Thomas <tt@thekey.com>
>>>>> *Sent:* Friday, December 15, 2023 12:41 PM
>>>>> *To:* Sharon Speirs <sspeirs@thekey.com>
>>>>> *Cc:* lisa.barker@thekey.com; Dennis Fancy <dfancy@thekey.com>; Vanja
>>>>> Bezdrob <vanja.bezdrob@thekey.com>; laszlo.kovacs@thekey.com;
>>>>> vashon.palloo@thekey.com
>>>>> *Subject:* Re: Anne Kober Care - Accounting Errors
>>>>>
>>>>>
>>>>>
>>>>> I'm in favour of waiving the remaining balance as long as we are
>>>>> confident in the number. Laszlo do you agree?
>>>>>
>>>>>
>>>>>
>>>>> On Fri, Dec 15, 2023 at 1:02 PM Sharon Speirs <sspeirs@thekey.com>
>>>>> wrote:
>>>>>
>>>>> Thank you Lisa ( and Vashon) for the work you have done to understand
>>>>> what has happened and for being so generous to have The Key take on the
>>>>> amount owing. I realize this has been difficult for both of you trying to
>>>>> investigate the entries but we really appreciate it being resolved and that
>>>>> first and foremost taking accountability for our part in the issues, it
>>>>> speaks loudly to the core principles of our company and I am grateful.
>>>>>
>>>>> I have sent the last cheque to the Station A address in Ontario so
>>>>> will leave it with you to navigate the process on that.
>>>>>
>>>>> Again
>>>>>
>>>>> My thanks
>>>>>
>>>>> Sharon
>>>>>
>>>>>
>>>>>
>>>>> *Sharon, Speirs*
>>>>>
>>>>>
>>>>>
>>>>> Canadian Staffing Manager
>>>>>
>>>>>
>>>>>
>>>>> 778 279 3634
>>>>>
>>>>>
>>>>>
>>>>> *TheKey.ca* <https://thekey.ca/>
>>>>>
>>>>>
>>>>>
>>>>> [image: Image removed by sender. TheKey]
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>> On Fri, Dec 15, 2023 at 9:09 AM <lisa.barker@thekey.com> wrote:
>>>>>
>>>>> +Vashon
>>>>>
>>>>>
>>>>>
>>>>> *From:* lisa.barker@thekey.com <lisa.barker@thekey.com>
>>>>> *Sent:* Friday, December 15, 2023 11:09 AM
>>>>> *To:* 'Dennis Fancy' <dfancy@thekey.com>; 'Vanja Bezdrob' <
>>>>> vanja.bezdrob@thekey.com>; sspeirs@thekey.com;
>>>>> vashon.palloo@thekey.com; laszlo.kovacs@thekey.com; 'Timothy Thomas' <
>>>>> tt@thekey.com>
>>>>> *Subject:* FW: Anne Kober Care - Accounting Errors
>>>>>
>>>>>
>>>>>
>>>>> Good Morning all,
>>>>>
>>>>>
>>>>>
>>>>> Below is the request we received from Alice Knowlden which is Anne
>>>>> Kober’s daughter. I have spent several hours researching this account going
>>>>> batch by batch in Bambora. ClearCare starts with invoices in March 2023. I
>>>>> have found the payments for the 1st 6 invoices. After that I see
>>>>> payments in ClearCare, but I have no idea where they came from, they pick
>>>>> up again in September 2023. I know that we are waiting for one check that
>>>>> has been mailed to the lockbox and another has been brought into the
>>>>> office, but I do not think it has been mailed yet. Due to all these issues
>>>>> the clients have experienced, personnel changes and system changes, etc. I
>>>>> propose that we accept the last check that has been mailed as final
>>>>> payment, and we credit the remaining balance on the account.
>>>>>
>>>>>
>>>>>
>>>>> I have attached the spreadsheet I put together which has highlighted
>>>>> items that are showing paid in ClearCare based on the charge to account
>>>>> 5079 on 11/3/2023. However, I remember Carolina stating she refunded this
>>>>> amount as well which would mean they owe this amount. I just don’t feel
>>>>> like we can prove all of this out in a way that is not confusing and will
>>>>> cause more aggravation for the client. I think we will have to acknowledge
>>>>> we can’t provide all information requested due to system and personnel
>>>>> changes and offer to remove the remaining balance on the account. I have
>>>>> attached what we do have.
>>>>>
>>>>>
>>>>>
>>>>> Assuming the check in the mail that we haven’t received is for Inv
>>>>> 201411 $727.65 and Sharon has not mailed the 4th check that was
>>>>> brought into the office I would suggest that we offer to the customer to
>>>>> waive the remaining balance of $5,942.48 if they accept that this would
>>>>> resolve the account in full and release us from any future claims.
>>>>>
>>>>>
>>>>>
>>>>> Thank you,
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>> *Lisa Barker*
>>>>>
>>>>> Manager, Accounts Receivable
>>>>>
>>>>> lisa.barker@thekey.com
>>>>>
>>>>> [image: Image removed by sender. TheKey]
>>>>> <https://homecareassistance.com/>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>> *From:* Alice Knowlden <aliceknowlden@gmail.com>
>>>>> *Sent:* Thursday, December 14, 2023 10:57 AM
>>>>> *To:* Dennis Fancy <dfancy@thekey.com>; Vanja Bezdrob <
>>>>> vanja.bezdrob@thekey.com>; sspeirs@thekey.com;
>>>>> vashon.palloo@thekey.com; lisa.barker@thekey.com;
>>>>> laszlo.kovacs@thekey.com
>>>>> *Cc:* Joe Step-Father <mjsayer@hotmail.com>; Sarah Knowlden <
>>>>> s.a.knowlden@gmail.com>
>>>>> *Subject:* Anne Kober Care - Accounting Errors
>>>>>
>>>>>
>>>>>
>>>>> Good morning all,
>>>>>
>>>>>
>>>>>
>>>>> My name is Alice Knowlden, I am Anne Kober's daughter, and Joe Sayer's
>>>>> step daughter. I was the one who initially researched home care for our mum
>>>>> and spoke with Dennis Fancy regarding same. I was very impressed with
>>>>> Dennis Fancy and he assured us that mum would get excellent care and we
>>>>> could breathe easier. The care mum received was wonderful and we have
>>>>> nothing but positive reviews for your care aids.
>>>>>
>>>>>
>>>>>
>>>>> However, shortly after we started using your services, your company
>>>>> was bought by The Key and all the accounting difficulties began.
>>>>>
>>>>>
>>>>>
>>>>> Further to the emails I have been copied on, I am requesting the
>>>>> following from The Key:
>>>>>
>>>>>
>>>>>
>>>>> 1. Copies of every single invoice, including the hours spent to make
>>>>> up the total of that invoice, regarding Anne's care, since we started using
>>>>> your company for home care;
>>>>>
>>>>> 2. Copies of every single receipt, with dates, showing what bank
>>>>> account, Visa, or cheque that was used to resolve payments for invoices;
>>>>>
>>>>> 3. A copy of the spreadsheet you have provided Joe so I can cross
>>>>> reference that against the inv