--000000000000eb0c9a0616ba2f08 Content-Type: multipart/alternative; boundary="000000000000eb0c970616ba2f07" --000000000000eb0c970616ba2f07 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Alejandro! Can you please add Canada GM's to this report if they are not already? Cheryl Cartwright, Joey Taylor, Chuck Terlesky, Sharon Speirs Thank you! On Mon, Apr 22, 2024 at 2:06=E2=80=AFPM wrote: > Hello Everyone, > > > > I hope you all had a great weekend! > > > > Please see the below summary by division for clients in need of attention > due to missing or incomplete mandatory documents in accordance with our > onboarding process. Also below is a breakdown of the over $38K open balan= ce > for these client=E2=80=99s missing documentation listed by division. Plea= se review > and address the document attached in the link below, including any client= s > with start months in Dec 2023 - Mar 2024 who account for over $30K of > these open balances. The deadline for April commissions is Friday May 10t= h , please > reach out to Alejandro Aponte, Marc Atkinson, & Lito with any discrepanci= es > or questions. Please note changes made after the updated report has been > generated will not be reflected until the client is re-audited and an > updated report is generated. > > > > Please click here > to > review the updated audit tracker. > > > > - West Division has the largest open balance at just over $23k in > total with $15k open for clients with start dates in Dec 2023 - Mar 20= 24 > and has the largest # of clients that have started services in need of > attention at 25. > - Northeast Division currently has the second largest open balance at > over $5k in total with $5k open for clients with start dates in Dec 20= 23 - > Mar 2024 > - GCM Division currently has the second largest # of clients that have > started services in need of attention at 12. > > > > > > *Approx $38k open balance due for clients with a missing CCA or payment > authorization forms. $30k open balance for clients with start dates in De= c > 2023 - Mar 2024.* > > > > > > Please note that recent Google updates has changed how the file appears > when you open it as a commentor. Once you open the Google Sheet you will > need to click the drop-down arrow on the right-hand side of the sheet to > expand the menu. This will allow you to download the spreadsheet by going > to File > Download > Excel (Snip included below for reference). You can > also create a new temporary filter view for the Google Sheet which will > allow you to adjust the filters on the Google Sheet using the icon that > looks like a Google Sheet/Calculator. > > > > *Filtering Google Sheets in the new view* > > *Downloading document in the new view* > > > > > > > > *From:* aaponte@thekey.com > *Sent:* Monday, April 15, 2024 4:12 PM > *To:* kristy.poyner@thekey.com; 'Michelle Kenaga' michelle.kenaga@thekey.com>; 'Coddye Ring-Noonan' coddye.ringnoonan@thekey.com>; 'Gayle Soulides' ; > 'Melissa R