Re: Re: [EXTERNAL] Tom Schnitzer Oct 2022 Charges

Hi Cheryl,

I will write a cheque and have Brian put it in the mail.

Dennis Fancy, BSP
Care Solutions Manager

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

[image: TheKey]


On Mon, Jun 19, 2023 at 7:45 PM Cheryl Cartwright <ccartwright@thekey.com>
wrote:

> I believe there is a credit owed that is being paid by cheque from the
> Winnipeg office. Dennis can you confirm if this is being handled or how we
> can help.
>
> Cheryl
>
> On Mon, Jun 19, 2023 at 6:32 PM Alexis Parrish <billing@thekey.com> wrote:
>
>> Hi Cheryl,
>>
>>
>>
>> Please loop Billing in if any credits in the end are due to the client.
>> Thank you.
>>
>>
>>
>>
>>
>>
>>
>> Thanks,
>>
>> Alexis Parrish
>>
>>
>> Alexis Parrish Billing Help Desk Billing@thekey.com 866-226-1702
>>
>> On Mon, 19 Jun at 12:31 PM , Sumira Suthesan <sumira.suthesan@thekey.com>
>> wrote:
>> Will do.
>>
>> Thank you,
>> Sumira
>>
>> On Mon, Jun 19, 2023 at 9:30 AM Cheryl Cartwright <ccartwright@thekey.com>
>> wrote:
>>
>>> Thank you for letting me know. Please let me know if you do not reach
>>> Patrick so I can try.
>>>
>>> Thanks,
>>>
>>> Cheryl
>>>
>>> On Mon, Jun 19, 2023 at 1:25 PM Sumira Suthesan <
>>> sumira.suthesan@thekey.com> wrote:
>>>
>>>> Hi Ali,
>>>>
>>>> I called Patrick an hour ago and left a voicemail.
>>>> I will try again later today.
>>>>
>>>> Thanks,
>>>> Sumira
>>>>
>>>> On Mon, Jun 19, 2023 at 9:22 AM Ali Malik <ali.malik@thekey.com> wrote:
>>>>
>>>>> Hey Cheryl,
>>>>>
>>>>> Sumira is working on it right now. We need to go back and review what
>>>>> they are diputing. Once we review all charges from our CAFT system, we will
>>>>> have better understanding as to what happened back in Oct. As of right now,
>>>>> there is no credit in system, so charges look valid but nevertheless we are
>>>>> going to review.
>>>>>
>>>>> @Sumira Suthesan <sumira.suthesan@thekey.com> Please call client ASAP
>>>>> and explain the situation. Let them know we will be in touch and if we have
>>>>> to offer a refund, we will send it back via etransfer.
>>>>>
>>>>> thanks
>>>>>
>>>>> On Mon, Jun 19, 2023 at 12:19 PM Cheryl Cartwright <
>>>>> ccartwright@thekey.com> wrote:
>>>>>
>>>>>> Good Morning,
>>>>>>
>>>>>> We desperately need a resolution here. The POA in this case is beyond
>>>>>> angry at the amount of time this is taking to resolve.
>>>>>>
>>>>>> Please help me understand what actions are being take to credit this
>>>>>> client back.
>>>>>>
>>>>>> Thanks,
>>>>>>
>>>>>> Cheryl
>>>>>>
>>>>>> On Mon, Jun 12, 2023 at 11:56 AM Lisa Swaikoski <LSwaikoski@scu.mb.ca>
>>>>>> wrote:
>>>>>>
>>>>>>> Hi Sumira,
>>>>>>>
>>>>>>> Reports are only available for 60-90 days on the CAFT System.
>>>>>>>
>>>>>>> I am able to go in and search through old reports if you need though.
>>>>>>>
>>>>>>> What is the Originator Number, and the due dates for the
>>>>>>> transactions. Once I have that, I can get those for you.
>>>>>>>
>>>>>>> Thanks!
>>>>>>>
>>>>>>>
>>>>>>> *Lisa Swaikoski*
>>>>>>> Corporate Relationship Associate
>>>>>>>
>>>>>>> Steinbach Branch
>>>>>>> 333 Main Street, Steinbach, MB
>>>>>>> Branch: 204.326.3495 ext 2344
>>>>>>> Direct Line: 204.346.1763
>>>>>>>
>>>>>>>
>>>>>>>
>>>>>>> *From:* Sumira Suthesan <sumira.suthesan@thekey.com>
>>>>>>> *Sent:* Monday, June 12, 2023 9:19 AM
>>>>>>> *To:* Lisa Swaikoski <LSwaikoski@scu.mb.ca>; Ali Malik <
>>>>>>> ali.malik@thekey.com>; Brian Boxall <bboxall@thekey.com>; Cheryl
>>>>>>> Cartwright <ccartwright@thekey.com>
>>>>>>> *Subject:* [EXTERNAL] Tom Schnitzer Oct 2022 Charges
>>>>>>>
>>>>>>> Hi Lisa,
>>>>>>>
>>>>>>> I tried to pull up the charges report for October 2022, but it shows
>>>>>>> as no record found.
>>>>>>> Are reports from 2022 available on the CAFT portal?
>>>>>>>
>>>>>>> Thanks,
>>>>>>> Sumira
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>>>>>>
>>>>>
>>>>> --
>>>>> *Ali Malik*
>>>>> Manager - Financial Operations
>>>>>
>>>>> 309090:611100
>>
>