Re: Fees to Anne Kober's account.

Hi Vashon,

Thank you for jumping on a call.

Here is what was adjusted, applied and left to be done:


   1. Highlighted payments removed from highlighted invoices
   2. $3,719.10 credit (partial payment of $4,445.75) applied to
   highlighted invoices
   3. Highlighted payments that were removed equal the credited amount - if
   everyone agrees Vashon can delete them since the credit has been applied
   from the $4,445.75 payment



[image: image.png]

[image: image.png]

Let me know if there are any questions here.



On Thu, Oct 26, 2023 at 11:01 AM Vashon Palloo <vashon.palloo@thekey.com>
wrote:

> Hi Roxana,
>
> Do you know how to reflect client refunds in Clearcare? We need to back
> out $3,719.10 worth of this client's payments going back to 8/31 and I'm
> unsure how to do so.
>
> Please let me know if you're able to get on a call.
>
> On Thu, Oct 26, 2023 at 1:35 PM Vanja Bezdrob <vanja.bezdrob@thekey.com>
> wrote:
>
>> Thank you.
>>
>>
>> On Thu, Oct 26, 2023 at 10:31 AM Vashon Palloo <vashon.palloo@thekey.com>
>> wrote:
>>
>>> Hi guys,
>>>
>>> I'm going to meet with Daniel in a couple minutes and get this
>>> straightened out. I know it's frustrating when stuff lingers this long but
>>> please bear with me as I'm doing my best to find the right person to help
>>> me.
>>>
>>> On Thu, Oct 26, 2023 at 1:30 PM Vanja Bezdrob <vanja.bezdrob@thekey.com>
>>> wrote:
>>>
>>>> Hello Tim,
>>>>
>>>>  I just thought since this is an ongoing issue for this client that a
>>>> new ticket is not needed.But i will include the billing  in the future.
>>>> Do I need to send them this email now.
>>>> Thank you
>>>>
>>>> On Thu, Oct 26, 2023 at 10:26 AM Timothy Thomas <tt@thekey.com> wrote:
>>>>
>>>>> Vanja, in the future please use @TheKey Billing <billing@thekey.com> for
>>>>> these issues. They will open a ticket and look into it right away.
>>>>>
>>>>> Thanks
>>>>> Tim
>>>>>
>>>>> On Thu, Oct 26, 2023 at 1:23 PM Vanja Bezdrob <
>>>>> vanja.bezdrob@thekey.com> wrote:
>>>>>
>>>>>> Good morning all,
>>>>>> Please see email below from my client ANNE KOBER
>>>>>> I am really hoping that this can be sorted out.
>>>>>> Thank you
>>>>>>
>>>>>> ---------- Forwarded message ---------
>>>>>> From: Joe Sayer <mjsayer@hotmail.com>
>>>>>> Date: Wed, Oct 25, 2023 at 7:08 PM
>>>>>> Subject: Fees to Anne Kober's account.
>>>>>> To: Vanja Bezdrob <vanja.bezdrob@thekey.com>
>>>>>>
>>>>>>
>>>>>> Hi Vanja,
>>>>>> Sorry to bug you again, but there has not been any withdrawals from
>>>>>> the VanCity account , despite you giving your company's accounts people
>>>>>> void checques on 2 separate occasions.
>>>>>>
>>>>>> These guys are making Ali Malik look good, and I am beginning to miss
>>>>>> him!!
>>>>>>
>>>>>> Has there been a retrograde change in your company's accounting
>>>>>> procedures? Do I need to send a checque each week a new invoice is emailed
>>>>>> to me? This appears to be necessary according to the invoices forwarded to
>>>>>> me, or do I have to approve them in some manner which your accounts people
>>>>>> have failed to inform your clients?
>>>>>>
>>>>>> In the meantime my account balance continues to grow. This is making
>>>>>> reconciliation of the cash amounts increasingly difficult as time
>>>>>> progresses.
>>>>>>
>>>>>> Can you please pass this along to whomever is supposed to handle
>>>>>> incoming money?
>>>>>>
>>>>>> Thanks
>>>>>> Joe Sayer
>>>>>>
>>>>>>
>>>>>> --
>>>>>> Vanja Bezdrob LPN
>>>>>> Client success manager
>>>>>> Home Care Assistance
>>>>>> 1861 Marine Drive,
>>>>>> West Vancouver, BC V7V 1J7
>>>>>> T 778-279-3634
>>>>>> C 236-558-2376
>>>>>> E vanja.bezdrob@thekey.com
>>>>>>
>>>>>>
>>>>>>
>>>>>
>>>>> --
>>>>> Tim Thomas
>>>>> Head of Canada Division
>>>>> *Please note my email has changed:*
>>>>> tt@TheKey.com <tt@thekey.com>
>>>>> (514) 591-9387
>>>>> TheKey.ca <https://www.thekey.ca/>
>>>>> [image: TheKey] <https://www.thekey.com/>
>>>>>
>>>>
>>>>
>>>> --
>>>> Vanja Bezdrob LPN
>>>> Client success manager
>>>> Home Care Assistance
>>>> 1861 Marine Drive,
>>>> West Vancouver, BC V7V 1J7
>>>> T 778-279-3634
>>>> C 236-558-2376
>>>> E vanja.bezdrob@thekey.com
>>>>
>>>>
>>>>
>>>
>>> --
>>>
>>> *Vashon Palloo*
>>>
>>> Senior Accounts Receivable Specialist
>>>
>>> vashon.palloo@thekey.com
>>>
>>> [image: TheKey] <https://homecareassistance.com/>
>>>
>>
>>
>> --
>> Vanja Bezdrob LPN
>> Client success manager
>> Home Care Assistance
>> 1861 Marine Drive,
>> West Vancouver, BC V7V 1J7
>> T 778-279-3634
>> C 236-558-2376
>> E vanja.bezdrob@thekey.com
>>
>>
>>
>
> --
>
> *Vashon Palloo*
>
> Senior Accounts Receivable Specialist
>
> vashon.palloo@thekey.com
>
> [image: TheKey] <https://homecareassistance.com/>
>


-- 
Roxana Cruz
Digital Implementation Manager
* Please note my email has changed: *
rcruz@thekey.com <https://brand.thekey.com/esg/rcruz@thekey.com>
510-542-0223
TheKey.com <https://www.thekey.com/>
[image: TheKey] <https://homecareassistance.com/>