--000000000000a6d5b70617400242 Content-Type: multipart/alternative; boundary="000000000000a6d5b60617400241" --000000000000a6d5b60617400241 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Alyson, Thanks for the great format below. One question for you- for the items that are delayed, are we tracking 1) reason for delay and 2) new anticipated completion date? If not captured anywhere, could we start to going forward please? Best, *From:* alyson.rohane@thekey.com *Sent:* Monday, April 29, 2024 12:17 PM *To:* 'Brian Fialko' ; 'Daniel Barakat' ; 'Elizabeth Clark' ; 'Frank Liu' ; 'Gerard Draetta' ; 'Kristy Poyner' ; 'Laszlo Kovacs' ; 'Lisa Barker' ; 'Lito Delapena' ; 'Katherine Cope' ; 'Michelle Kenaga' ; 'Natalie Cahoone' = ; 'Troy Riha' ; 'Timothy Thomas' ; 'Geraldine Nath' ; stephanie.fuston@thekey.com *Subject:* CAD Check-Ins 4/29/2024 Good morning =E2=80=93 Below outlines the status of this week's tasks for the Canada Go-Live Checklist and the agenda for tomorrow's call. If there is anything you would like to include in the agenda or you have any questions, please let me know. *Agenda 4/30:* - Status updates for tasks 'In Progress' from previous week - The Go-Live Email and adding the missing/new email address are pending 2 locations (ETA completion EOB 4/29) - Waterloo - Montreal - Status updates on all tasks for the week - Task owners PTO/Coverage if needed. *Go-Live Deadline:* 05/15/2024 *Status:* On Target *Billing Period:* 05/06/2024 =E2=80=93 05/12/2024 *Week of 04/29/2024 - 05/03/2024* *In Progress **(Week of 4/22/2024 - 04/26/2024) - Delayed* *Activity* *Start* *Due* *Task Owner* Missing address need to be resolved - missing both, nothing sent. If no email, snail mail invoices. 4/24/2024 4/24/2024 Local Office Go-Live Email Reminder #1 4/24/2024 4/26/2024 Lito Pull aging for account clean up. Identify uncollectible balances. 4/12/2024 4/26/2024 Gerard Add "Email Invoices" for customers identified by Local Office 4/24/2024 5/10/2024 PSG/Lito *In Progress * *Activity* *Start* *Due* *Task Owner* Montreal - PO from ClearCare to be added to Netsuite Customer Record for clients 4/18/2024 5/1/2024 Stephanie/Kristy Reconciliation between ClearCare vs. Account #121450 =E2=80=93 Accounts Rec= eivable Non-Integrated before integration to NetSuite 4/25/2024 5/10/2024 Brian/Daniel Reconciliation between QuickBooks (HCA Montreal) vs. Account #121450 =E2=80= =93 Accounts Receivable Non-Integrated before integration into NetSuite 4/25/2024 5/10/2024 Brian/Daniel Go-Live Email Reminder #2 4/29/2024 5/3/2024 Lito Add Print Services to any clients who prefer Email & Print Mail (no email on file). Send list to LO to confirm the list is accurate and why they want mail. Import spreadsheet. 4/29/2024 5/3/2024 CI Turn Off Invoice Notifications 5/1/2024 5/10/2024 CI Montreal only: Setup the existing customer's language preference 5/1/2024 5/14/2024 Lito Pull aging (Montreal) for Appwrap team for all inactive clients with a