RE: Lifeguard Project Status- Week Ending 5/9/25

Good Evening

 

Closing the loop with the broader team here. In our meeting today we discussed an evaluation/discussion surrounding the use of Salesforce to bill clients for LifeGuard services, vs ClearCare. 

 

We have another meeting scheduled for Monday 5/19 to discuss this further. 

 

 

Kind regards-

 

Elizabeth Clark

Director | TheKey

Mobile: 619.822.4855

 

 

From: eclark@thekey.com <eclark@thekey.com> 
Sent: Monday, May 12, 2025 8:15 PM
To: 'Troy Riha' <troy.riha@thekey.com>
Cc: 'Umesh Shah' <ushah@thekey.com>; 'Timothy Thomas' <tt@thekey.com>; 'Katherine Cope' <katherine.cope@thekey.com>; 'Lyndsey Organ' <lyndsey.organ@thekey.com>; 'Anotte Francois' <anotte.francois@thekey.com>; adriana.mendez@thekey.com; 'Kristy Poyner' <kristy.poyner@thekey.com>; 'Joey Taylor' <joey.taylor@thekey.com>; 'Michelle Schefter' <michelle.kenaga@thekey.com>; 'Frank Liu' <fliu@thekey.com>; 'Audra Williams' <audraw@thekey.com>; 'Monica Johnston' <johnstonm@thekey.com>; 'Renee Drobek' <renee.drobek@thekey.com>; 'Tala Barakat' <tala.barakat@thekey.com>; 'Sara Stuhlsatz' <sara.stuhlsatz@thekey.com>; 'Jeannie Ortiz' <jeannie.ortiz@thekey.com>; 'Lito Delapena' <lito.delapena@thekey.com>; 'Donny Deshotels' <donny.deshotels@thekey.com>; 'Laszlo Kovacs' <laszlo.kovacs@thekey.com>; natalie.cahoone@thekey.com; 'Alyson Rohane' <alyson.rohane@thekey.com>; 'Geraldine Nath' <geraldine.nath@thekey.com>; 'Kevin Murray' <kevin.murray@thekey.com>
Subject: RE: Lifeguard Project Status- Week Ending 5/9/25

 

This meeting is scheduled for this Wednesday at 1pm PST. 

 

 

Kind regards-

 

Elizabeth Clark

Director | TheKey

Mobile: 619.822.4855

 

 

From: Troy Riha <troy.riha@thekey.com <mailto:troy.riha@thekey.com> > 
Sent: Wednesday, May 7, 2025 7:03 PM
To: eclark@thekey.com <mailto:eclark@thekey.com> 
Cc: Umesh Shah <ushah@thekey.com <mailto:ushah@thekey.com> >; Timothy Thomas <tt@thekey.com <mailto:tt@thekey.com> >; Katherine Cope <katherine.cope@thekey.com <mailto:katherine.cope@thekey.com> >; Lyndsey Organ <lyndsey.organ@thekey.com <mailto:lyndsey.organ@thekey.com> >; Anotte Francois <anotte.francois@thekey.com <mailto:anotte.francois@thekey.com> >; adriana.mendez@thekey.com <mailto:adriana.mendez@thekey.com> ; Kristy Poyner <kristy.poyner@thekey.com <mailto:kristy.poyner@thekey.com> >; Joey Taylor <joey.taylor@thekey.com <mailto:joey.taylor@thekey.com> >; Michelle Schefter <michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com> >; Frank Liu <fliu@thekey.com <mailto:fliu@thekey.com> >; Audra Williams <audraw@thekey.com <mailto:audraw@thekey.com> >; Monica Johnston <johnstonm@thekey.com <mailto:johnstonm@thekey.com> >; Renee Drobek <renee.drobek@thekey.com <mailto:renee.drobek@thekey.com> >; Tala Barakat <tala.barakat@thekey.com <mailto:tala.barakat@thekey.com> >; Sara Stuhlsatz <sara.stuhlsatz@thekey.com <mailto:sara.stuhlsatz@thekey.com> >; Jeannie Ortiz <jeannie.ortiz@thekey.com <mailto:jeannie.ortiz@thekey.com> >; Lito Delapena <lito.delapena@thekey.com <mailto:lito.delapena@thekey.com> >; Donny Deshotels <donny.deshotels@thekey.com <mailto:donny.deshotels@thekey.com> >; Laszlo Kovacs <laszlo.kovacs@thekey.com <mailto:laszlo.kovacs@thekey.com> >; natalie.cahoone@thekey.com <mailto:natalie.cahoone@thekey.com> ; Alyson Rohane <alyson.rohane@thekey.com <mailto:alyson.rohane@thekey.com> >; Geraldine Nath <geraldine.nath@thekey.com <mailto:geraldine.nath@thekey.com> >; Kevin Murray <kevin.murray@thekey.com <mailto:kevin.murray@thekey.com> >
Subject: Re: Lifeguard Project Status- Week Ending 5/9/25

 

Looking to ensure we have the full design, Umesh mentioned the need to ensure all use cases are evaluated.   Once the high level is confirmed by Umesh we can evaluate any additional design discussions.  

 

On Thu, May 8, 2025 at 11:30 AM <eclark@thekey.com <mailto:eclark@thekey.com> > wrote:

Hi Troy-

 

Umesh has been invited to all the meetings regarding Lifeguard and was able to attend all but the last one. I responded to the request to evaluate additional use cases but have not heard back, email attached here.  <mailto:ushah@thekey.com> @Umesh Shah can we flush this out by email? I am happy to schedule additional time but want to avoid duplicating meetings if that’s feasible. 

 

Also, Troy, is this something you also would like to attend or are you just looking for sign off from Umesh? 

 

 

Kind regards-

 

Elizabeth Clark

Director | TheKey

Mobile: 619.822.4855

 

 

From: Troy Riha <troy.riha@thekey.com <mailto:troy.riha@thekey.com> > 
Sent: Wednesday, May 7, 2025 5:05 PM
To: eclark@thekey.com <mailto:eclark@thekey.com> 
Cc: Timothy Thomas <tt@thekey.com <mailto:tt@thekey.com> >; Katherine Cope <katherine.cope@thekey.com <mailto:katherine.cope@thekey.com> >; Lyndsey Organ <lyndsey.organ@thekey.com <mailto:lyndsey.organ@thekey.com> >; Anotte Francois <anotte.francois@thekey.com <mailto:anotte.francois@thekey.com> >; adriana.mendez@thekey.com <mailto:adriana.mendez@thekey.com> ; Kristy Poyner <kristy.poyner@thekey.com <mailto:kristy.poyner@thekey.com> >; Joey Taylor <joey.taylor@thekey.com <mailto:joey.taylor@thekey.com> >; Michelle Schefter <michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com> >; Frank Liu <fliu@thekey.com <mailto:fliu@thekey.com> >; Audra Williams <audraw@thekey.com <mailto:audraw@thekey.com> >; Monica Johnston <johnstonm@thekey.com <mailto:johnstonm@thekey.com> >; Renee Drobek <renee.drobek@thekey.com <mailto:renee.drobek@thekey.com> >; Tala Barakat <tala.barakat@thekey.com <mailto:tala.barakat@thekey.com> >; Sara Stuhlsatz <sara.stuhlsatz@thekey.com <mailto:sara.stuhlsatz@thekey.com> >; Jeannie Ortiz <jeannie.ortiz@thekey.com <mailto:jeannie.ortiz@thekey.com> >; Lito Delapena <lito.delapena@thekey.com <mailto:lito.delapena@thekey.com> >; Donny Deshotels <donny.deshotels@thekey.com <mailto:donny.deshotels@thekey.com> >; Laszlo Kovacs <laszlo.kovacs@thekey.com <mailto:laszlo.kovacs@thekey.com> >; natalie.cahoone@thekey.com <mailto:natalie.cahoone@thekey.com> ; Alyson Rohane <alyson.rohane@thekey.com <mailto:alyson.rohane@thekey.com> >; Umesh Shah <ushah@thekey.com <mailto:ushah@thekey.com> >; Geraldine Nath <geraldine.nath@thekey.com <mailto:geraldine.nath@thekey.com> >; Kevin Murray <kevin.murray@thekey.com <mailto:kevin.murray@thekey.com> >
Subject: Re: Lifeguard Project Status- Week Ending 5/9/25

 

Elizabeth, can you organize a design session with Umesh to go through all the user cases for Lifeguard, we need to relook at the billing design as well as ensure we have the design aligned for payments and reconciliation to Lifeguard.   FYI Umesh is going on PTO May 21 so ideally we can try to ensure design is complete prior to then.

 

Thank you

 

On Tue, May 6, 2025 at 5:51 PM Troy Riha <troy.riha@thekey.com <mailto:troy.riha@thekey.com> > wrote:

 

FYI - There is No capacity in May to take on additional development projects for NetSuite, we can discuss prioritization later in the month as we look beyond the current month.  (Current focus is AOB and ValueCare that impacts invoicing, as  well as undeposited funds for accounting, and then CareScout).   

 

Do we already have a Mock up of what we want the invoices to look like when there is and is not caregiver service?  

 

 

 

 

 

On Mon, May 5, 2025 at 6:02 AM <eclark@thekey.com <mailto:eclark@thekey.com> > wrote:

Good Morning-

 

Please see the below updates for the roll out of Lifeguard in Canada. If there is anything I’ve missed or misrepresented below, please let me know.

 

Link to the project plan and all supporting information is here. <https://docs.google.com/spreadsheets/d/1eB_94eGUHmeuV2JgV3HpKvZm8YQDQ6AL/edit?usp=drive_link&ouid=114633849602778058975&rtpof=true&sd=true> 

 

Key Activities & Action Items for Week Ending 5/9/25:

In our go-live prep meeting on 5/2 with the local team last week we learned the LG service must be taxed when invoiced to customers. As we intended to bill clients for this service using the Billable Expenses in CC, which are not taxable, we had to adjust our approach to invoicing for this service as a stand alone offering (for clients not also receiving Caregiving services). An Intake has been submitted to IT requesting the below changes. We will look to those that lead prioritization/enhancement meetings to ensure this is approved and an ETA is communicated to this group accordingly.

 

*	IT Intake Summary:

*	Update Invoice Creation logic to remove punch times when the CG = Lifeguard
*	Add the Bill Rate Name to the Invoice Description for LG Services Only (again conceptually, when CG name = Lifeguard)

*	We understand the solution design is ultimately with IT, these were the ideas proposed in our meeting. 

 

 

 

Notes & Recording from 5/2/25 Meeting

 <https://docs.google.com/document/d/1Rcj5u0atZQ4V_ZhSzCRdFb9ZURNisqgrG9x1_kW_fY4/edit?usp=drive_web> Notes by Gemini

 <https://drive.google.com/file/d/1r82knKoDuRbYh4U-UMJReEkz_Vsgh8dN/view?usp=drive_web> Recording

 

 

Outstanding Action Items:

*	B2B Agreement has been fully executed 

*	 <mailto:tt@thekey.com> Tim- can you please forward copies of the finalized B2B and Client Contracts?

*	 <mailto:tt@thekey.com> Tim-  working with LG to confirm the reporting/tracking requirements

*	Elizabeth to coordinate working sessions with various internal stakeholders to align in the source & reporting systems needed respectively

*	Donny & Renne to support any updates needed to SF, and the respective reporting requirements

*	 <mailto:tt@thekey.com> Tim- to partner with AP & LG teams to coordinate proper Supplier Set Up in Coupa, knowing we will be invoiced and paying invoices in CAD

*	I believe all the necessary leg work needed here is complete. Can you confirm  <mailto:tt@thekey.com> @'Timothy Thomas' &  <mailto:anotte.francois@thekey.com> @'Anotte Francois'?

 

 

Kind regards-

 

Elizabeth Clark

Director | TheKey

Mobile: 619.822.4855

 

 

From: eclark@thekey.com <mailto:eclark@thekey.com>  <eclark@thekey.com <mailto:eclark@thekey.com> > 
Sent: Monday, April 21, 2025 2:39 PM
To: 'Timothy Thomas' <tt@thekey.com <mailto:tt@thekey.com> >; 'Katherine Cope' <katherine.cope@thekey.com <mailto:katherine.cope@thekey.com> >; 'Lyndsey Organ' <lyndsey.organ@thekey.com <mailto:lyndsey.organ@thekey.com> >; 'Anotte Francois' <anotte.francois@thekey.com <mailto:anotte.francois@thekey.com> >; 'Troy Riha' <troy.riha@thekey.com <mailto:troy.riha@thekey.com> >; adriana.mendez@thekey.com <mailto:adriana.mendez@thekey.com> ; 'Kristy Poyner' <kristy.poyner@thekey.com <mailto:kristy.poyner@thekey.com> >; 'Joey Taylor' <joey.taylor@thekey.com <mailto:joey.taylor@thekey.com> >; 'Michelle Schefter' <michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com> >; 'Frank Liu' <fliu@thekey.com <mailto:fliu@thekey.com> >; lito.delapena@thekey.com <mailto:lito.delapena@thekey.com> ; 'Audra Williams' <audraw@thekey.com <mailto:audraw@thekey.com> >; 'Monica Johnston' <johnstonm@thekey.com <mailto:johnstonm@thekey.com> >; 'Renee Drobek' <renee.drobek@thekey.com <mailto:renee.drobek@thekey.com> >; 'Jeannie Ortiz' <jeannie.ortiz@thekey.com <mailto:jeannie.ortiz@thekey.com> >; 'Lito Delapena' <lito.delapena@thekey.com <mailto:lito.delapena@thekey.com> >; 'Kristy Poyner' <kristy.poyner@thekey.com <mailto:kristy.poyner@thekey.com> >; 'Donny Deshotels' <donny.deshotels@thekey.com <mailto:donny.deshotels@thekey.com> >
Cc: 'Laszlo Kovacs' <laszlo.kovacs@thekey.com <mailto:laszlo.kovacs@thekey.com> >; natalie.cahoone@thekey.com <mailto:natalie.cahoone@thekey.com> ; 'Alyson Rohane' <alyson.rohane@thekey.com <mailto:alyson.rohane@thekey.com> >
Subject: Lifeguard Project Status- Week Ending 4/25/25
Importance: High

 

Good Afternoon-

 

Please see the below updates for the roll out of Lifeguard in Canada. If there is anything I’ve missed or misrepresented below, please let me know.

 

Link to the project plan and all supporting information is here. <https://docs.google.com/spreadsheets/d/1eB_94eGUHmeuV2JgV3HpKvZm8YQDQ6AL/edit?usp=drive_link&ouid=114633849602778058975&rtpof=true&sd=true> 

 

Key Activities & Action Items for Week Ending 4/25/25:

*	B2B Agreement has been fully execuited 

*	 <mailto:tt@thekey.com> Tim- can you please forward me a copy of this agreement?

*	Lifeguard has confirmed they will send one invoice with a summary for each location, in CAD Currency
*	 <mailto:tt@thekey.com> Tim-  has scheduled a working session w/the Finance Onboarding team to review our first new client paying for the LG Service
*	 <mailto:tt@thekey.com> Tim-  working with LG to confirm the reporting/tracking requirements

*	Elizabeth to coordinate working sessions with various internal stakeholders to align in the source & reporting systems needed respectively

*	Donny & Renne to support any updates needed to SF, and the respective reporting requirements

*	 <mailto:tt@thekey.com> Tim- to update current Lifeguard Pricing Model, to include Tags to be used in CC & NS for each customer type
*	 <mailto:tt@thekey.com> Tim- to partner with AP & LG teams to coordinate proper Supplier Set Up in Coupa, knowing we will be invoiced and paying invoices in CAD

*	Once set up  <mailto:anotte.francois@thekey.com> @'Anotte will ensure the workflow in Coupa routes the invoice to each GM for approval before it is paid
*	Tim is aware the GMs speed to approve will determine if we can meet the Net15 payment terms we agreed to, for the initial 90 days of our formal relationship

 

Gemini Notes from 4/21 Call: LG Invoice Review  <https://docs.google.com/document/d/18kFexgu2aiy_0cR-Ma94lPY7iSqm2AxPwFhpiLnZMlY/edit?tab=t.m95uq78afd3x> & Coupa Workflow - 2025/04/21 12:58 PDT - Notes by Gemini - Google Docs

 

Kind regards-

 

Elizabeth Clark

Director | TheKey

Mobile: 619.822.4855

 

 

From: eclark@thekey.com <mailto:eclark@thekey.com>  <eclark@thekey.com <mailto:eclark@thekey.com> > 
Sent: Tuesday, April 15, 2025 6:07 AM
To: 'Timothy Thomas' <tt@thekey.com <mailto:tt@thekey.com> >; 'Katherine Cope' <katherine.cope@thekey.com <mailto:katherine.cope@thekey.com> >; 'Lyndsey Organ' <lyndsey.organ@thekey.com <mailto:lyndsey.organ@thekey.com> >; 'Anotte Francois' <anotte.francois@thekey.com <mailto:anotte.francois@thekey.com> >; 'Troy Riha' <troy.riha@thekey.com <mailto:troy.riha@thekey.com> >; adriana.mendez@thekey.com <mailto:adriana.mendez@thekey.com> ; 'Kristy Poyner' <kristy.poyner@thekey.com <mailto:kristy.poyner@thekey.com> >; 'Joey Taylor' <joey.taylor@thekey.com <mailto:joey.taylor@thekey.com> >; 'Michelle Schefter' <michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com> >; 'Frank Liu' <fliu@thekey.com <mailto:fliu@thekey.com> >; lito.delapena@thekey.com <mailto:lito.delapena@thekey.com> ; 'Jeannie Ortiz' <jeannie.ortiz@thekey.com <mailto:jeannie.ortiz@thekey.com> >; 'Audra Williams' <audraw@thekey.com <mailto:audraw@thekey.com> >; 'Monica Johnston' <johnstonm@thekey.com <mailto:johnstonm@thekey.com> >; 'Renee Drobek' <renee.drobek@thekey.com <mailto:renee.drobek@thekey.com> >
Cc: 'Laszlo Kovacs' <laszlo.kovacs@thekey.com <mailto:laszlo.kovacs@thekey.com> >; natalie.cahoone@thekey.com <mailto:natalie.cahoone@thekey.com> ; 'Alyson Rohane' <alyson.rohane@thekey.com <mailto:alyson.rohane@thekey.com> >
Subject: Lifeguard Project Status- Week Ending 4/18/25
Importance: High

 

Good Morning All-

 

Please see the below updates for the roll out of Lifeguard in Canada. From an Accounting and OTC perspective, there are no blockers to taking this new service offering to market! If there is anything I’ve missed or misrepresented below, please let me know.

 

Link to the project plan and all supporting information is here. <https://docs.google.com/spreadsheets/d/1eB_94eGUHmeuV2JgV3HpKvZm8YQDQ6AL/edit?usp=drive_link&ouid=114633849602778058975&rtpof=true&sd=true> 

 

Key Activities & Action Items for Week Ending 4/18/25:

*	B2B Agreement with Chris G for review and approval 

*	Once finalized, Tim will share the finalized agreement for Clients & LG with impacted operational leaders for review.

*	Lifeguard to confirm they will invoice TheKey separately by Canadian entity/location 

*	Once confirmed, Coupa stakeholders will meet to discuss workflow options to accommodate proper audits by CAD GMs
*	Invoices sent by LG to Coupa will hit 500758 - Contractual COGS
*	Appwrap has confirmed the correct placement on the Income Statement 
*	Anotte has confirmed the Commodity was created 

*	Tim working with LG to confirm the reporting/tracking requirements

*	Elizabeth to coordinate working sessions with various internal stakeholders to align in the source & reporting systems needed respectively

 

 

Decisions & Workflow:

*	Clients invoiced for services alongside Caregiving services will not be invoiced an itemized/unique expense or invoice. Instead, the bill rate will be increased.
*	Clients invoiced for just the technology subscription will be invoiced an Expense, which will hit Expense Revenue.

*	The description of the billable expense will be “LifeGuard Care” or “Lifeguard Care Pro”,

*	Accounting is aware of how to review this and make manual adjustments to revenue as appropriate
*	Once the volume for that manual work justifies an enhancement CI will support a NetSuite enhancement workshop to automate the process

*	Clients will be tagged in ClearCare and NetSuite, according to the below matrix approved by Tim & Accounting

*	This is dependent on the New Client Audit supported by Jeannie’s team. The customer must have the appropriate contracts and tags.

 


Receiving Caregiving Services

Using Lifeguard System Only (No Billable Caregiving Services)


Lifeguard Care (Wifi Sensing) – Tag= LGuard Tier 2

Lifeguard Pro (Wifi Sensing) – Tag= LGuard Tier 4


Lifeguard Care (Wifi Sensing + Fall Detection) – Tag= LGuard Tier 1

Lifeguard Pro (Wifi Sensing + Fall Detection) – Tag= LGuard Tier 3

 

 

Moving forward, these will be sent weekly, apologies for the delay.

 

Kind regards-

Elizabeth Clark

Director, Finance On Boarding, Collections, Billing Help Desk, CI | TheKey

Mobile: 619.822.4855

 

 <http://www.thekey.com/> 

 




---------- Forwarded message ----------
From: <eclark@thekey.com <mailto:eclark@thekey.com> >
To: "'Umesh Shah'" <ushah@thekey.com <mailto:ushah@thekey.com> >, "'Michelle Schefter'" <michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com> >, "'Timothy Thomas'" <tt@thekey.com <mailto:tt@thekey.com> >, "'Frank Liu'" <fliu@thekey.com <mailto:fliu@thekey.com> >
Cc: "'Monica Johnston'" <johnstonm@thekey.com <mailto:johnstonm@thekey.com> >, "'Laszlo Kovacs'" <laszlo.kovacs@thekey.com <mailto:laszlo.kovacs@thekey.com> >
Bcc: 
Date: Mon, 28 Apr 2025 14:22:32 -0700
Subject: RE: Invitation: LifeGuard Requirements Update @ Fri May 2, 2025 10:30am - 11am (PDT) (Umesh Shah)

Hello All-

 

The billing will be done manually, either by a reoccurring shift in CC or a Billable Expense, but in both cases the field would own making sure they do/do not bill the right amount each month. Anything that’s overbilled and paid would be a credit or refund to the customer. Knowing the invoicing and amounts for each scenario will remain manual for the field to enter/calculate in the below scenarios the question remains the same, we would like a recommendation to ensure the item is taxed once the billable expense/Carelog hits NetSuite. 

 

 <mailto:michelle.kenaga@thekey.com> @Michelle Schefter  <mailto:tt@thekey.com> @Timothy Thomas please review and let me know if anything I’ve captured below is misrepresented, and feel free to add any relevant details. 

 


Use Case

Stage

Expected Behavior

Billing


Existing Client w/o Lifeguard

 

 

Bill rate would be adjusted manually at office discretion based on if they opt in or refuse LG service


New Customer ½

 

 

Not sure I understand what this means


New Customer ¾

 

 

Not sure I understand what this means


New Client Opts Out

 

 

Bill rate would be adjusted manually at office discretion based on if they opt in or refuse LG service


Existing Customer Opts Out

 

 

Bill rate would be adjusted manually at office discretion, or credited prorated amount for the invoice if they’ve already paid


Customer terminates CG

 

 

Would bill for itemized service vs blending w/bill rate (I think this is the same as the item below?)


Customer terminates CG, keeps LG

 

 

Would bill for itemized service vs blending w/bill rate


Customer terminates all

 

 

Credit would be issued based on what the field indicates is the appropriate amount for LG, if applicable


Customer has CG and LG, cancels just LG

 

 

Bill rate would be adjusted manually at office discretion, or credited for invoice they’ve already paid


Tier Changes

 

 

Bill rate would be adjusted manually at office discretion


Returning Clients after Service Termination

 

 

Depends on service they chose upon return


 

 

 

 

 

I am not clear on how these scenarios impact the decision we need to make here, but I could be missing it. As a reminder the ask is to keep the effort on this one low until the volume justifies the additional spend from a resource perspective. 

 

Requirements:

1.	Service must be taxed
2.	Has to say “Lifeguard” on the invoice 

 

Nice to Have:

1.	No start/end time for the Carelog on the invoice is show

 

Perceived Options Are:

*	LO enters a reoccurring Billable Carelog

*	Pros:

*	These are already taxable in NS
*	Shifts can be entered as a reoccurring expense and do not need to be added monthly but can be cancelled at any time.

*	Cons:

*	CC requires LO to add link a CG to every shift
*	Would need to update NS logic to remove punch times
*	Would need to update logic NS to add a Task Comment to add a description to what is being invoiced

*	This is a new step for the local team, and creates more margin for error

 

*	LO enters a Billable Expenses

*	Pros:

*	The expense descriptions are visible on the invoice
*	There are no punch times for expenses

*	Cons:

*	These are not taxable, we’d need to update the NS logic to bill tax “If” the expense description is “equal to Lifeguard”
*	 

*	Other options??

 

Thanks, Umesh, for putting this together.

 

Kind regards-

 

Elizabeth Clark

Director | TheKey

Mobile: 619.822.4855

 

 

From: Umesh Shah <ushah@thekey.com <mailto:ushah@thekey.com> > 
Sent: Monday, April 28, 2025 9:40 AM
To: Elizabeth Clark <eclark@thekey.com <mailto:eclark@thekey.com> >
Cc: Monica Johnston <johnstonm@thekey.com <mailto:johnstonm@thekey.com> >; Timothy Thomas <tt@thekey.com <mailto:tt@thekey.com> >; Laszlo Kovacs <laszlo.kovacs@thekey.com <mailto:laszlo.kovacs@thekey.com> >; Frank Liu <fliu@thekey.com <mailto:fliu@thekey.com> >; Michelle Schefter <michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com> >; Umesh Shah <ushah@thekey.com <mailto:ushah@thekey.com> >
Subject: Re: Invitation: LifeGuard Requirements Update @ Fri May 2, 2025 10:30am - 11am (PDT) (Umesh Shah)

 

Hi Team,

 

I have identified few use cases for which we need to get requirments. Please feel free to add more if I am missing.