Re: FW: Canada Consolidation

--000000000000e5b1d805f1889c8f Content-Type: multipart/alternative; boundary="000000000000e5b1d705f1889c8e" --000000000000e5b1d705f1889c8e Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Lyndsey, that would work. On Thu, Jan 5, 2023 at 10:21 AM Lyndsey Organ wrote: > Hi Frank, > > We had consultants update the legal names of the subsidiaries last month > which does not look to be reflected in SB3. > > Carla - Is it ok if I manually update the HCA Toronto Subsidiary in > Sandbox3 to match production (TheKey, LLC: SJD Care Services, Inc.)? > > > *Thank you!* > > > *Lyndsey Organ* > > *Accounting Manager* > 316.253.6494 > Wichita, KS > > TheKey.com > > [image: TheKey] > > > > On Thu, Jan 5, 2023 at 12:14 PM Frank Liu wrote: > >> Lydsey, Natalie, >> Can you review the Toronto location and associated subsidiary in sandbox >> , SB3, to see if that is set up correctly? I'd like to bring in some >> client data and care logs so that some testing can be done in NS. >> >> Let me know if we should meet on this as well. >> >> -Frank >> >> On Thu, Jan 5, 2023 at 8:18 AM Hua Wu wrote: >> >>> Hello all >>> >>> I just want to add something regarding Canada AP integration. Canada A= P >>> integration needs to be a separate discussion/project. Canada doesn't = have >>> one consistent AP process; each Canadian office has its own separate >>> process. We also don't have any dedicated AP resources; most are done >>> locally and I help out when I can. I'm unfamiliar with how AP works on >>> Netsuite/AppWrap. >>> >>> In addition, all the current Canadian banks are tied to the previous >>> owners (most are still working with TheKey). A lot of the vendor paymen= ts >>> also come out of the local credit cards (that are also under the previo= us >>> owners' name). Although we have the JPM accounts set up, nothing has b= een >>> migrated yet. So we need to bring @Ethan Stein >>> into the loop as well. >>> >>> I want to make sure I understand the goal/objectives so I can manage >>> expectations in both the timeline and workload. I'm happy to discuss >>> further. >>> >>> Thanks. >>> >>> Hua >>> >>> *Hua Wu CA, CPA* >>> Accounting Manager - Canada >>> (403) 369-8848 >>> hua.wu@thekey.com >>> TheKey.com >>> [image: TheKey] >>> >>> >>> On Thu, Jan 5, 2023 at 7:56 AM Hua Wu wrote: >>> >>>> Hi Elizabeth >>>> >>>> Do you mean the reports from Clearcare that I used to record invoices >>>> issued and sales tax? >>>> >>>> Thanks. >>>> >>>> >>>> *Hua Wu CA, CPA* >>>> Accounting Manager - Canada >>>> (403) 369-8848 >>>> hua.wu@thekey.com >>>> TheKey.com >>>> [image: TheKey] >>>> >>>> >>>> On Thu, Jan 5, 2023 at 7:26 AM wrote: >>>> >>>>> Hi Hua- >>>>> >>>>> >>>>> >>>>> Can you send me the sample data and report you mentioned on this call >>>>> so I can pass it to Appwrap as a requirement? >>>>> >>>>> >>>>> >>>>> >>>>> >>>>> Elizabeth Clark >>>>> >>>>> *Sr. Manager, Continuous Improvement * >>>>> >>>>> *TheKey* >>>>> >>>>> >>>>> >>>>> >>>>> >>>>> >>>>>