RE: Jean Coutu

From
<eclark@thekey.com>
To
"'Timothy Thomas'" <tt@thekey.com>
CC
"'Katherine Cope'" <katherine.cope@thekey.com>, <lisa.barker@thekey.com>, "'Beth Ann Rosario'" <bethann.rosario@thekey.com>, "'Audra Williams'" <audraw@thekey.com>, "'Joey Taylor'" <joey.taylor@thekey.com>
Date
2024-05-28 10:27:47
Folder
INBOX
This is a multipart message in MIME format. ------=_NextPart_000_0197_01DAB0E9.B0175A80 Content-Type: multipart/alternative; boundary="----=_NextPart_001_0198_01DAB0E9.B0175A80" ------=_NextPart_001_0198_01DAB0E9.B0175A80 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable That is correct, yes. Thank you. Hi Katherine & Lisa- =20 This client was previously under TK of New York (Client ID 154246) and = made an advanced payment (+ received a credit) that was never used. They = now live in Montreal (Client ID 157918) and we=E2=80=99ve agreed to = allow them to use these funds for future services there. Above is the = new amount we=E2=80=99d enter based on the currency exchange.=20 =20 Can we move these over and align internally on how to ensure we = don=E2=80=99t lose LOS to banking piece, as the funds were taken = originally in USD and posted to the JPMC Account? =20 Elizabeth Clark=20 Director =20 =20 =20 From: Timothy Thomas =20 Sent: Friday, May 24, 2024 7:29 AM To: eclark@thekey.com Cc: Katherine Cope ; lisa.barker@thekey.com; = Beth Ann Rosario ; Audra Williams = ; Joey Taylor Subject: Re: Jean Coutu =20 Liz could you please reconfirm the amounts below. =20 Advanced Payment- $2740 (2000 x 1.37) Advanced Credit- $411 (300 x 1.37) =20 Thanks =20 On Thu, May 23, 2024 at 11:42=E2=80=AFAM Timothy Thomas > wrote: You've got that backwards. USD is worth more. I wish it was the other = way around :) =20 On Thu, May 23, 2024 at 11:37=E2=80=AFAM > wrote: Hello Tim-=20 =20 Correct, and it=E2=80=99s 1.37 Cad to US, and .73 US to CAD, exchange = rate. =20 Advanced Payment- $1460 (2000 x .73) Advanced Credit- $219 (300 x .73) =20 Hi Katherine & Lisa- =20 This client was previously under TK of New York (Client ID 154246) and = made an advanced payment (+ received a credit) that was never used. They = now live in Montreal (Client ID 157918) and we=E2=80=99ve agreed to = allow them to use these funds for future services there. Above is the = new amount we=E2=80=99d enter based on the currency exchange.=20 =20 Can we move these over and align internally on how to ensure we = don=E2=80=99t lose LOS to banking piece, as the funds were taken = originally in USD and posted to the JPMC Account? =20 Elizabeth Clark=20 Director =20 =20 =20 From: Timothy Thomas >=20 Sent: Thursday, May 23, 2024 6:10 AM To: eclark@thekey.com =20 Cc: Beth Ann Rosario >; Audra Williams >; Joey Taylor > Subject: Re: Jean Coutu =20 Thanks Beth Ann. This family owns one of the largest pharmacy chains in = Canada so I appreciate the offer. This could turn out to be a referral = source for us.=20 =20 To confirm, the advanced payment was $2000 and the credit was $300? =20 =20 Liz can you provide the exact $CAD equivalent? =20 Thanks! =20 On Wed, May 22, 2024 at 6:27=E2=80=AFPM > wrote: Thank you, Beth Ann! =20 Tim- Another note is this is worth $2300 in USD, not in CAD, so when we = transition them over we have to convert to the proper currency. Please = let me