--000000000000685d5d05ed1fb5e1 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi all! If you need me to show you how to adjust any hours in billing to remove OT being charged, etc. I am happy to review with you on Monday. Just reach out! Note that the same applies to payroll. When you are doing payroll review (reviewing clients/caregivers), any adjustments to hours are to be completed during your review. We have a team taking over caregiver payroll when I leave, but they will only download the file once completely audited and ready. *Deadline for both billing and payroll review is Monday at noon (payroll every 2nd Monday)*. Call me if you have any questions or if you need a hand in how to adjust anything! Thanks! Sandra Sandra Daoust *Gestionnaire des finances/Finance Manager - Canada* Tel: 514.907.5065 | Fax: 514.221.4265 sdaoust@homecareassistance.com | Homecareassistancemontreal.ca On Mon, Nov 7, 2022 at 2:15 PM Sandra Daoust wrote: > Hi Montreal! > > I am preparing for the transition of billing once I leave. There are a fe= w > things to note. We will continue to use the Billing Action sheet (it will > now only be one sheet as we have transitioned the payroll data elsewhere)= . > > 1) Any OT that needs to be charged or not should not appear on the billin= g > sheet. This is to be assessed/handled at billing audit. > > 2) For Cheque Emploi clients, please make a note in the sheet that they > are now tax exempt and on cheque emploi (no need to note the # of hours > etc, as billing will not adjust any hours, etc). > > 3) For new clients, please indicate the method of payment and also > enter(you can copy from ClearCare) the email address that the invoice is = to > be sent to (rather than the name of the person). > > 4) Please make sure that all new clients are entered into the sheet. Also > note any re-activated clients as it impacts the billing process. > > 5) Please make sure that any new residences are also treated as new > clients. We need the billing contact to send the invoice to. > > Thank you! > > > > Sandra Daoust > > > > *Gestionnaire des finances/Finance Manager - Canada* > > Tel: 514.907.5065 | Fax: 514.221.4265 > > sdaoust@homecareassistance.com | Homecareassistancemontreal.ca > > > > > --000000000000685d5d05ed1fb5e1 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi all! If you need me to show you how to adjust any h= ours in billing to remove OT=C2=A0being charged, etc. I am happy to review = with you on Monday. Just reach=C2=A0out! Note that= the same applies to payroll. When you are doing payroll review (reviewing = clients/caregivers), any adjustments to hours are to be completed during yo= ur review. We have a team taking over caregiver payroll when I leave, but t= hey will only download the file once completely audited and ready. Deadline for both billing and payroll review is Monday = at noon (payroll every 2nd Monday) . Call me if you have any quest