This is a multipart message in MIME format. ------=_NextPart_000_00CF_01D9BE22.A7DC52E0 Content-Type: multipart/related; boundary="----=_NextPart_001_00D0_01D9BE22.A7DC79F0" ------=_NextPart_001_00D0_01D9BE22.A7DC79F0 Content-Type: multipart/alternative; boundary="----=_NextPart_002_00D1_01D9BE22.A7DC79F0" ------=_NextPart_002_00D1_01D9BE22.A7DC79F0 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Happy Monday Everyone,=20 =20 The grid below is a summary by division of clients that are in need of atte= ntion as they have missing or incomplete mandatory documents in accordance = with our onboarding process. Also below is a breakdown of over $73k open ba= lance for these client=E2=80=99s missing documentation listed by division. = Please review and address the document attached in the link below, includin= g any clients with start months from Jan-May who account for over $32k of t= hese open balances. The deadline for July commissions is Friday August 11th= . Please reach out to me and Michelle Kenaga with any discrepancies or que= stions. Please note changes made after the updated report has been generate= d will not be reflected until the client is re-audited and an updated repor= t is generated. =20 Please note that recent Google updates has changed how the file appears whe= n you open it as a commentor. Once you open the Google Sheet you will need = to click the drop-down arrow on the right-hand side of the sheet to expand = the menu. This will allow you to download the spreadsheet by going to File = > Download > Excel (Snip included below for reference). You can also create= a new temporary filter view for the Google Sheet which will allow you to a= djust the filters on the Google Sheet using the icon that looks like a Goog= le Sheet/Calculator. Please click here to review the updated audit tracker. =20 * West has the largest open balance with just shy of $27k. * S East is in the lead for clients that have started services in need of a= ttention with 27. =20 Approx $73k open balance due for clients with a missing CCA or payment auth= orization forms. $32k open balance for clients with start dates in Jan-May. =20 =20 =20 Filtering Google Sheets in the new view Downloading document in the new view =20 =20 Thank you, Kristy =20 =20 From: kristy.poyner@thekey.com =20 Sent: Monday, July 17, 2023 1:32 PM To: michelle.kenaga@thekey.com; 'Northeast/Canada Regional Operation Direct= ors' ; 'Coddye Rin= g-Noonan' ; 'Gayle Soulides' ; 'Melissa Reyes' ; 'Angie Markwell' ; 'Ginger McVeigh' ; 'Audra= Williams' ; 'Alicia Broussard' ;= 'Alisha Wise' ; 'Amy Harris' ; 'Arac= eli Gutierrez' ; carol.miller@thekey.com; 'Ca= ssi Gilkeson' ; 'Cathy Goffredo' ; 'Christa Chalfa' ; 'James Buscemi'= ; 'Kim Kranwinkel' ; = 'Kimberly Guerci' ; 'Triff Cook' ; 'Y= ukari Roberts' ; bethann.rosario@thekey.com; 'Claudia = Hernandez' ; 'Matthew Neal' ; 'Jen= nifer Piper' ; 'Jessica Pascasio' ; 'Karoline Da Silva' ; dmockenhaupt@thekey.= com; 'Chen Xie' ; 'Matt Nyberg' ; 'Lei= gh Smith' ; krichard@thekey.com; 'Tiffany Sil= ton' ; 'Kirk Hayes' ; 'Grace Labrecq= ue' ; jennifer.geist@thekey.com Cc: 'Mandi Cheslock' ; 'Benjamin Lewis' ; 'Sarah Powers' ; 'Jennifer Allen' ; 'Alan Badger' ; 'Bri Bailey' ; tsmith@thekey.com; eclark@thekey.com; 'Cody Gardner' ; 'Laszlo Kovacs' ; 'Paul Kahn' ; 'Gerard Draetta' Subject: 7/17/23 - Action Required - $68k Open Balance - New Client Audit R= esults =20 Happy Monday Everyone,=20 =20 The grid below is a summary by division of clients that are in need of atte= ntion as they have missing or incomplete mandatory documents in accordance = with our onboarding process. Also below is a breakdown of over $68k open ba= lance for these client=E2=80=99s missing documentation listed by division. = Please review and address the document attached in the link below, includin= g any clients with start months from Jan-May who account for over $24k of t= hese open balances. The deadline for July commissions is Friday August 11th= . Please reach out to me and Michelle Kenaga with any discrepancies or que= stions. Please note changes made after the updated report has been generate= d will not be reflected until the client is re-audited and an updated repor= t is generated. =20 Please note that recent Google updates has changed how the file appears whe= n you open it as a commentor. Once you open the Google Sheet you will need = to click the drop-down arrow on the right-hand side of the sheet to expand = the menu. This will allow you to download the spreadsheet by going to File = > Download > Excel (Snip included below for reference). You can also create= a new temporary filter view for the Google Sheet which will allow you to a= djust the filters on the Google Sheet using the icon that looks like a Goog= le Sheet/Calculator. Please click here to review the updated audit tracker. =20 * West has the largest open balance with just shy of $30k. * West is in the lead for clients that have starte