Clients paying via E-Transfer & Check- Canada Clients

From
<eclark@thekey.com>
To
"'Ali Malik'" <ali.malik@thekey.com>, "'Timothy Thomas'" <tt@thekey.com>
CC
"'Laszlo Kovacs'" <laszlo.kovacs@thekey.com>
Date
2023-04-25 08:24:28
Folder
INBOX
This is a multipart message in MIME format. ------=_NextPart_000_0A7B_01D9774F.5AA05900 Content-Type: text/plain; charset="us-ascii" Content-Transfer-Encoding: 7bit Hi Ali Can you put together a list of clients who are paying TK via E-Transfer? For now, I think just Toronto and Calgary are great, but we will add to this list down the road. Additionally which clients are you processing EFT/PAD for manually in the legacy tool? We should have these lists stored in a central location on the Finance drive so it's visible for all of Finance leadership. Additionally, we can use this to track who we've gotten to agree to move from check/e-transfer to PAD, and who won't, so we can evaluate the need for incentives or credits. In our Versapay demo the team asked who is on Autopay in Versapay, this is the list of those customers. Please let me know if you have any concerns with this list. @Timothy Thomas can someone hop into the client profiles with a province and make sure the Payer or Client address is updated to include this? identifier name email province status auto_debit 146598 Ethen Tracey terrytracey11@gmail.com AB Paying Y 146918 Jeffrey Kobsar dawnwilliams@platinum.ca AB Paying Y 146133 Aina Chekoe tpz1@sympatico.ca ON Paying Y 146152 Ann Hayhoe edelhayhoe@sympatico.ca ON Activated Y 146232 Barbara Harrison barbara.alex@sympatico.ca ON Paying Y 146284 Denise De Pinto ddepinto@outlook.com ON Paying Y 146100 Irva Metcalfe rudiakenzmann@swissonline.ch ON Paying Y 146306 Jean Crawford dcrawford55@me.com ON Paying Y 146235 Jean Wong rlind_ng@yahoo.com ON Paying Y 146265 June McBrien mcbrienrealestate@on.aibn.com ON Paying Y 146206 Kitty Chiu kittyechiu@yahoo.ca ON Paying Y 146257 Lilian Carnovale lil.carnovale@sympatico.ca ON Paying Y 146298 Lola Adam marina-adam@hotmail.com ON Paying Y 146260 Ruth Norman jen.norman14@gmail.com ON Paying Y 146245 Sara Hsieh novoas@yahoo.ca ON Paying Y 146129 Susili Wilson mallihawilson@icloud.com ON Paying Y 146108 Janet Gray suzannemnewell@hotmail.com Paying Y 146262 Lorenzo Lozzo francaduria@hotmail.com Paying Y 146120 Barry Clegg lesliecooperemail@gmail.com Paying Y 146292 Irma Granata ngranata10@gmail.com Paying Y 146250 Mary Dy lyd1728@gmail.com Paying Y 146990 Merlyn Trigg loudens@shaw.ca Paying Y 146855 Nora Knox tosuewalt1@telus.net Paying Y Thank you- Elizabeth Clark Sr. Manager, Continuous Improvement TheKey ------=_NextPart_000_0A7B_01D9774F.5AA05900 Content-Type: text/html; charset="us-ascii" Content-Transfer-Encoding: quoted-printable <!-- /* Font Definitions */ @font-face {font-family:"Cambria Math"; panose-1:2 4 5 3 5 4 6 3 2 4;} @font-face {font-family:Calibri; panose-1:2 15 5 2 2 2 4 3 2 4;} @font-face {font-family:"Calibri Light"; panose-1:2 15 3 2 2 2 4 3 2 4;} /* Style Definitions */ p.MsoNormal, li.MsoNormal, div.MsoNormal {margin:0in; font-size:11.0pt; font-family:"Calibri",sans-serif; mso-ligatures:standardcontextual;} a:link, span.MsoHyperlink {mso-style-priority:99; color:#0563C1; text-decoratio

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