Re: Fw: Calgary Monthly Income Statement

--000000000000d60a3506335020c9 Content-Type: multipart/alternative; boundary="000000000000d60a3506335020c8" --000000000000d60a3506335020c8 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Chuck I pulled the Planful data log. Nothing has changed since the books closed. The issue was there were multiple locations selected, not just Calgary which is why you are seeing a merge of data. (see screenshot below of *your *report) "no location, location main, 0-default, etc" I am bringing this to your attention to help filter out these type of errors in the future. If you'd like, I'd be more than happy to help you with planful. [image: image.png] Best regards Tyrone On Mon, Apr 21, 2025 at 4:41=E2=80=AFPM Chuck Terlesky wrote: > Hi Tyrone, > > Thank you for looking into this. The issue appears to be resolved now. > However, in the screenshot from Friday, you can see that the location is > listed as Calgary, but the data seems to be merged with Winnipeg. That=E2= =80=99s > what initially prompted the question. > > Looks like everything is sorted out now=E2=80=94thanks again for taking t= he time > to address it. > > Regards, > > Chuck > > On Mon, Apr 21, 2025 at 12:39=E2=80=AFPM Tyrone Butts > wrote: > >> Hi Tim and Chuck >> >> The reason you're getting winnipeg items included with Calgary is becaus= e >> you have selected both. >> >> If you only want to see Calgary you must only select that location. >> >> 1st screenshot is what @Chuck Terlesky selected >> (both sites) >> 2nd screenshot is Calgary only >> >> Please let me know if you this makes sense >> >> [image: image.png] >> >> [image: image.png] >> >> >> Thanks >> Tyrone Butts >> >> >> >> >> On Mon, Apr 21, 2025 at 2:27=E2=80=AFPM Miriam Valdez >> wrote: >> >>> Hi Tim, >>> >>> Natalie sent over the attached Income Statement. I've looked at the >>> comments made by Charles Terlesky and it appears that the Statement sen= t >>> over is a combination of Calgary & Winnipeg expenses. I've CC Tryone Bu= tts >>> on this email as I believe he and/or his team prepares this. On my end,= I >>> see that the expenses are split between Calgary & Winnipeg. I've provid= ed >>> an example below. Let me know if I can be of further assistance. >>> >>> Brian Boxall (Winnipeg) expenses in March were for $180.05 and Shawntel >>> Sousa (Calgary) - $798.52 combined total listed on the attached file is >>> $979.00 >>> >>> [image: image.png] >>> >>> [image: image.png] >>> >>> [image: image.png] >>> >>> Thank you! >>> >>> >>> >>> Miriam Valdez >>> >>> Staff Accountant| TheKey >>> >>> Mobile: 316.392.4704 >>> >>> >>> >>> >>> >>> ---------- Forwarded message --------- >>> From: Natalie Cahoone >>> Date: Mon, Apr 21, 2025 at 12:55=E2=80=AFPM >>> Subject: Fw: Calgary Monthly Income Statement >>> To: Miriam Valdez >>> >>> >>> Hey Miriam - >>> >>> Can you help look into this for Tim? >>> >>> Thank you! >>> >>> *Natalie Cahoone* >>> >>> Controller | *TheKey* >>> >>> Mobile: 620.794.7109 >>> >>> >>> >>> >>> >>> ------------------------------ >>> *From:* Timothy Thomas >>> *Sent:* Monday, April 21, 2025 7:56 AM >>> *To:* Natalie Cahoone ; Tyrone Butts >> tyrone.butts@thekey.com> >>> *Cc:* Chuck Terlesky >>> *Subject:* Fwd: Calgary Monthly Income Statement >>> >>> Good morning, >>> >>> Upon review of the Calgary P&L. We've uncovered many expenses tied to >>> our Winnipeg office. Most notably in Marketing expenses. >>> >>> Could you please look into this? >>> Thanks >>> Tim >>> >>> ---------- Forwarded message --------- >>> From: *Chuck Terlesky* >>> Date: Thu, Apr 17, 2025 at 3:04=E2=80=AFPM >>> Subject: Calgary Monthly Income Statement >>> To: Timothy Thomas >>> >>> >>> Hi Tim, >>> >>> Please review the attached Calgary income statement. When I dig deeper >>> into the line items, almost all of them include the costs of Winnipeg. = This >>> indicates an integrated company, not a Calgary stand-alone=E2=80=94some= thing to >>> explore. I've made a couple of comments. >>> >>> Regards, >>> Chuck >>> >>> -- >>> Chuck Terlesky B.A., CCPE >>> General Manager >>> Winnipeg and Calgary >>> >>> Calgary: 403-301-3777 >>> Winnipeg: 204-489-6000 >>> >>> TheKey.ca >>> >>> [image: TheKey] >>> >>> >> >> -- >> *Tyrone Butts* >> >> *Senior Financial Analyst * >> >> *(M) 973-270-1775* >> >> [image: TheKey] >> > > > -- > Chuck Terlesky B.A., CCPE > General Manager > Winnipeg and Calgary > > Calgary: 403-301-3777 > Winnipeg: 204-489-6000 > > TheKey.ca > > [image: TheKey] > > --=20 *Tyrone Butts* *Senior Financial Analyst * *(M) 973-270-1775* [image: TheKey] --000000000000d60a3506335020c8 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Chuck=C2=A0 I pulled the Planful=C2= =A0data log. Nothing has changed since the books closed. The issue was ther= e=C2=A0were multiple locations selected, not just Calgary which is why you = are seeing a merge of data. (see screenshot below of your rep= ort)=C2=A0 "no location, location main, 0-default, etc"=C2=A