Re: CAD - Net Terms Confirmation - 5/17/2024

Hi, Tim -

We will need those customers updated in Clearcare with the email addresses
so they flow through and integrate into NS/VP.

Here is the file that was shared by Stephanie from Quickbooks. Let us know
if you have any questions!

https://docs.google.com/spreadsheets/d/1ksIMv1okLBB2qEy_BSmNvgRJN3ffq0LS/edit#gid=370107238

On Thu, May 16, 2024 at 2:05 PM Timothy Thomas <tt@thekey.com> wrote:

> Hey Alyson,
>
> Joey says that no clients in Montreal are receiving mailed copies and that
> those without email should have a contact set up in quickbooks. Could your
> team cross reference as we don’t have access?
>
> Tim Thomas
> Head of Canada Division
> *Please note my email has changed:*
> tt@TheKey.com <tt@thekey.com>
> (514) 591-9387
> TheKey.ca <https://www.thekey.ca/>
> [image: TheKey] <https://www.thekey.com/>
>
>
> ---------- Forwarded message ---------
> From: Joey Taylor <joey.taylor@thekey.com>
> Date: Thu, May 16, 2024 at 5:03 PM
> Subject: Re: CAD - Net Terms Confirmation - 5/17/2024
> To: Timothy Thomas <tt@thekey.com>
>
>
> No one in Montreal does mail.
> If the CC file is not set up, the proper info is in QB but every single
> client gets an email and should continue.
> Eliadis is properly set up, I did that one myself.
> Some are residences as well which are all email
>
> On Thu, May 16, 2024 at 9:33 AM Timothy Thomas <tt@thekey.com> wrote:
>
>> The clients listed do not have an email address in clearcare, therefore
>> now that they're in versapay, they will receive a mailed invoice that comes
>> from the US. It will take 7 days to reach the client which is longer than
>> our desired payment terms of net 2 days. Ideally we get an email address
>> for these so they get the invoice right away, or we extend their payment
>> terms so they don't fall behind.
>>
>> Let me know what you want to do for each record tied to montreal
>>
>> On Thu, May 16, 2024 at 9:10 AM Joey Taylor <joey.taylor@thekey.com>
>> wrote:
>>
>>> I dont understand the ask here?
>>>
>>> On Wed, May 15, 2024 at 5:07 PM Timothy Thomas <tt@thekey.com> wrote:
>>>
>>>> adding @Timon Page <timon.page@thekey.com> for visibility.
>>>>
>>>> GMs please get back to Alyson asap so this doesn't impact the client
>>>> experience.
>>>>
>>>> Thanks
>>>>
>>>> On Wed, May 15, 2024 at 5:04 PM <eclark@thekey.com> wrote:
>>>>
>>>>> To clarify, the ask is that our leaders confirm there is no email
>>>>> available for use, and from there we can discuss net terms.
>>>>>
>>>>>
>>>>>
>>>>> Elizabeth Clark
>>>>>
>>>>> Director
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>>
>>>>> *From:* Alyson Rohane <alyson.rohane@thekey.com>
>>>>> *Sent:* Wednesday, May 15, 2024 1:16 PM
>>>>> *To:* Sharon Speirs <sspeirs@thekey.com>; Cheryl Cartwright <
>>>>> ccartwright@thekey.com>; Chuck Terlesky <cterlesky@thekey.com>; Joey
>>>>> Taylor <joey.taylor@thekey.com>; Timothy Thomas <tt@thekey.com>
>>>>> *Cc:* Elizabeth Clark <eclark@thekey.com>; Lito Delapena <
>>>>> lito.delapena@thekey.com>; Laszlo Kovacs <laszlo.kovacs@thekey.com>;
>>>>> Gerard Draetta <gerard.draetta@thekey.com>
>>>>> *Subject:* CAD - Net Terms Confirmation - 5/17/2024
>>>>>
>>>>>
>>>>>
>>>>> Good afternoon, leaders -
>>>>>
>>>>>
>>>>>
>>>>> Currently, all customers are set up with Net Terms for 2 days. The
>>>>> attached list are customers who are missing an email address as of today.
>>>>> With the mail being sent out of Ohio, there will not be enough time for the
>>>>> clients to review before the invoice is past due. Would you all confirm if
>>>>> the customers on this list have their net terms updated to 14 days to allow
>>>>> for the time to mail invoices/statements out? If that works, we are looking
>>>>> to have these updated in the system by EOB Friday.
>>>>>
>>>>>
>>>>>
>>>>> Hi, Cheryl - There are 54 on this list for Waterloo. Can you please
>>>>> confirm if these are all customers that belong to 'Region of Waterloo'? We
>>>>> will need to get these customers set up so they are all tied to one account
>>>>> in Versapay.
>>>>>
>>>>>
>>>>>
>>>>> Please let us know if you have any questions!
>>>>>
>>>>>
>>>>>
>>>>>
>>>>> https://docs.google.com/spreadsheets/d/18TxVhJHBtNEvffT6u6ku0exxuPaRoZN0/edit?usp=drive_web&ouid=103821066646900821733&rtpof=true
>>>>>
>>>>>
>>>>> Thank you!
>>>>>
>>>>> --
>>>>>
>>>>> *Alyson Rohane*
>>>>>
>>>>> Senior Continuous Improvement Analyst
>>>>>
>>>>> alyson.rohane@thekey.com
>>>>>
>>>>> [image: Image removed by sender.]
>>>>>
>>>>
>>>>
>>>> --
>>>> Tim Thomas
>>>> Head of Canada Division
>>>> *Please note my email has changed:*
>>>> tt@TheKey.com <tt@thekey.com>
>>>> (514) 591-9387
>>>> TheKey.ca <https://www.thekey.ca/>
>>>> [image: TheKey] <https://www.thekey.com/>
>>>>
>>>
>>>
>>> --
>>>
>>> Joey Taylor
>>>
>>> *Directeur Général/**General Manager*
>>>
>>> 514-907-5065
>>>
>>> TheKey.ca   <https://thekey.ca/>
>>>
>>> [image: TheKey]
>>>
>>
>>
>> --
>> Tim Thomas
>> Head of Canada Division
>> *Please note my email has changed:*
>> tt@TheKey.com <tt@thekey.com>
>> (514) 591-9387
>> TheKey.ca <https://www.thekey.ca/>
>> [image: TheKey] <https://www.thekey.com/>
>>
>
>
> --
>
> Joey Taylor
>
> *Directeur Général/**General Manager*
>
> 514-907-5065
>
> TheKey.ca   <https://thekey.ca/>
>
> [image: TheKey]
>