RE: LakeView Realty- Need bank letter

Hi Chuck,

 

The new process is the requestor/vendor owner has to log into Coupa to create the new vendor. The requestor will have to fill out a vendor request basic information: Vendor name and contact information. 

 

Once this is filled out, AP will review  and approve to ensure there is no duplicate. After the initial approval, an email invite will be sent to the contact on the requestor form. This should be the contact from our vendor. The vendor will get an email from Coupa with a link, they will have to click on that link and fill out the banking information and complete the onboarding process. 

 

After this, it will be routed to ap again to review  and approve their banking /tax information .  This is the final approval. Vendor will be onboard and ready to receive payment.

 

Note: Before onboarding , it is best practice to ask if the contact is able to fill out the vendor information, and have their banking letter on hands. Usually this is done with their Accounting/Billing or Accounts Receivable department. 

 

Attached is the guidance on how to set up new vendor in Coupa. I am happy to connect if you have any questions.

 

Thanks,

 

 

An Ly

Accounts Payable Manager

 <https://brand.thekey.com/esg/lcastaneda@thekey.com> an.ly@thekey.com

TheKey.com

 



 

 

 

 

 

From: Chuck Terlesky <cterlesky@thekey.com> 
Sent: Wednesday, February 21, 2024 12:26 PM
To: trish.nguyen@thekey.com
Cc: Timothy Thomas <tt@thekey.com>; an.ly@thekey.com; Madonna Borger <madonna.borger@thekey.com>
Subject: Re: LakeView Realty- Need bank letter

 

Hi Trish,

 

I am unclear on the process of adding a landlord as a vendor on a recurring monthly payment through Coupa. 

 

Can I please have a meeting with you on the process of doing this?

 

Thanks,

Chuck

 

On Mon, Feb 19, 2024 at 12:46 PM <trish.nguyen@thekey.com <mailto:trish.nguyen@thekey.com> > wrote:

Hi Chuck, 

 

Tammy sent us a copy of her voided check and we would be able to use it in place of the banking letter.  

 

We send the new invite to your email.  Please help Tammy to complete the registration process in Coupa when you have a moment. 


Thanks,

 

 

Trish Nguyen

Sr. Accounts Payable 

Trish.nguyen@thekey.com <mailto:Trish.nguyen@thekey.com> 

TheKey.com

 



 

From: Timothy Thomas <tt@thekey.com <mailto:tt@thekey.com> > 
Sent: Monday, February 19, 2024 7:42 AM
To: an.ly@thekey.com <mailto:an.ly@thekey.com> 
Cc: Chuck Terlesky (Home Care Assistance) <cterlesky@thekey.com <mailto:cterlesky@thekey.com> >; Madonna Borger <madonna.borger@thekey.com <mailto:madonna.borger@thekey.com> >; Trish Nguyen <trish.nguyen@thekey.com <mailto:trish.nguyen@thekey.com> >
Subject: Re: LakeView Realty- Need bank letter

 

Circling back on this. @Chuck Terlesky <mailto:cterlesky@thekey.com>  Can you take care of it?

 

On Wed, Feb 7, 2024 at 3:48 PM <an.ly@thekey.com <mailto:an.ly@thekey.com> > wrote:

Hi Timothy/Chuck,

 

Can you please assist with this? We need their banking letter . It is a requirement to setup new vendor in Coupa. Can you please work with to them to get this?

 

Thanks,

 

 

An Ly

Accounts Payable Manager

 <https://brand.thekey.com/esg/lcastaneda@thekey.com> an.ly@thekey.com

TheKey.com

 



 

 

 

From: Madonna Borger < <mailto:madonna.borger@thekey.com> madonna.borger@thekey.com> 
Sent: Wednesday, February 7, 2024 9:59 AM
To: An Ly < <mailto:an.ly@thekey.com> an.ly@thekey.com>; Trish Nguyen < <mailto:trish.nguyen@thekey.com> trish.nguyen@thekey.com>
Subject: Fwd: Lakeview Realty of Canada has not responded to your request for information

 

FYI 

 

---------- Forwarded message ---------
From: Tammy Gagne <tgagne@lakeviewhotels.com <mailto:tgagne@lakeviewhotels.com> >
Date: Wed, Feb 7, 2024 at 9:58 AM
Subject: RE: Lakeview Realty of Canada has not responded to your request for information
To: Madonna Borger <madonna.borger@thekey.com <mailto:madonna.borger@thekey.com> >

 

I do  not understand what you want me to fill out here?  I sent you a void cheque to pay rent through transfer from your bank.  We cannot accept e-transfers?

 

Please send payment ASAP!

 

Thanks

Tammy

 




Tammy Gagné
Executive Assistant, Realty, Operations and Construction
 <mailto:tgagne@lakeviewhotels.com> tgagne@lakeviewhotels.com
P:204.975.0638 F: 204.957.1697

600- <https://www.google.com/maps/search/185+Carlton+St.,+Winnipeg+MB+R3C+3J1?entry=gmail&source=g> 185 Carlton St., Winnipeg MB   <https://www.google.com/maps/search/185+Carlton+St.,+Winnipeg+MB+R3C+3J1?entry=gmail&source=g> R3C 3J1

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

 

From: Madonna Borger [mailto: <mailto:madonna.borger@thekey.com> madonna.borger@thekey.com] 
Sent: February 7, 2024 9:26 AM
To: Tammy Gagne
Subject: Fwd: Lakeview Realty of Canada has not responded to your request for information

 

Tammy

Did you receive an email from Coupa to complete?

Thanks

---------- Forwarded message ---------
From: TheKey, LLC < <mailto:do_not_reply@thekey.coupahost.com> do_not_reply@thekey.coupahost.com>
Date: Tue, Feb 6, 2024 at 11:00 PM
Subject: Lakeview Realty of Canada has not responded to your request for information
To: < <mailto:madonna.borger@thekey.com> madonna.borger@thekey.com>

 

  <https://thekey.coupahost.com/public_attachments/JqmEAmN2?etag=bc1de6ac3580318da7e7bebc62a51325b2ea1de9f09e163827650893f561dc59&style=small> 

Coupa notification 

Powered by  <http://www.coupa.com/> 

Hello Madonna Borger, 

 

Lakeview Realty of Canada has taken no action on your request for supplier information. You may want to confirm that the email address associated with this supplier is correct. If the contact is incorrect, you may withdraw the form and resend it once the contact has been updated. If the contact is correct, you may wish to contact the assigned form owner at the supplier. You can see the details  <https://thekey.coupahost.com/supplier_information/easy_form_responses/422> here 

 

Thanks!

 

 <https://www.coupa.com/> 
Business Spend Management 
To get immediate updates via SMS or change notification preferences, go  <https://thekey.coupahost.com/inbox/preferences> here and adjust your settings 

 




 

-- 


Madonna Borger 


Contractor 


Please note my email has changed: 


 <https://brand.thekey.com/esg/madonna.borger@thekey.com> madonna.borger@thekey.com 

	
	

 <https://www.thekey.com/> TheKey.com 


 <https://homecareassistance.com/> 

 

-- 


Madonna Borger 


Contractor 


Please note my email has changed: 


 <https://brand.thekey.com/esg/madonna.borger@thekey.com> madonna.borger@thekey.com 

	
	

 <https://www.thekey.com/> TheKey.com 


 <https://homecareassistance.com/> 

 




 

-- 


Tim Thomas


Head of Canada Division


Please note my email has changed:


 <mailto:tt@thekey.com> tt@TheKey.com


(514) 591-9387

	

 <https://www.thekey.ca/> TheKey.ca


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

 




 

-- 


Chuck Terlesky B.A., CCPE


General Manager
Winnipeg and Calgary

Calgary: 403-301-3777
Winnipeg: 204-489-6000

 <https://thekey.ca/> TheKey.ca  

 

  <https://lh6.googleusercontent.com/aLn918mMidaPAP-7_MClIo61n5vRsXdIiM2wC8HphiMDMVdihtBY3sca5O_MpzHspcJ3S1ybjoSKVf-_sxGMBJv7X9PpfT75IT2AI44tq_gAWQbNzEfyRiVN0_dT-FxVc-BeZh5mfSq73fmsWQOiZRs>