RE: FW: Calgary Bank Statement December 2023

From
<eclark@thekey.com>
To
"'Timothy Thomas'" <tt@thekey.com>
CC
"'Chuck Terlesky'" <cterlesky@thekey.com>
Date
Mon, 15 Jan 2024 16
Folder
INBOX
This is a multipart message in MIME format. ------=_NextPart_000_084B_01DA47CC.BF002850 Content-Type: multipart/alternative; boundary="----=_NextPart_001_084C_01DA47CC.BF002850" ------=_NextPart_001_084C_01DA47CC.BF002850 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable I saw that, thanks!   From: Timothy Thomas   Sent: Monday, January 15, 2024 2:41 PM To: eclark@thekey.com Cc: Chuck Terlesky Subject: Re: FW: Calgary Bank Statement December 2023   Hi Liz.    I was just chatting about this with Las and he said he would send over, = once and for all, what the expectations are on the part of our bank = owners.    Once we have that defined I’ll make sure my team executes it = moving forward.    Thanks.  Tim Thomas Head of Canada Division Please note my email has changed: tt@TheKey.com (514) 591-9387 	 TheKey.ca       On Mon, Jan 15, 2024 at 1:41 PM > wrote: Please don’t send anything to anyone individually, as we cannot = see or escalate if someone is out. Everything should be sent to = PaymentApplication@thekey.com = with the clients Name and Date of payment in the subject, so if its not = keyed on time or correctly we can coach it, if the ticket sit’s = open and isn’t keyed in time, I will be notified, etc. Easier = for us to hold folks accountable this way.   Tim- Can the rest of the CAD leaders do this too?   From: Chuck Terlesky = >  Sent: Monday, January 15, 2024 10:34 AM To: eclark@thekey.com   Cc: Timothy Thomas > Subject: Re: FW: Calgary Bank Statement December 2023   Please see the attached statements.    If the late notices are sent after two days then I will send all the = etransfers confirmations over to Vashon the same day I receive them. = This should assist with the late payment notifications.   Thanks, Chuck   On Mon, Jan 15, 2024 at 11:21 AM > wrote: Hi Chuck   Apologies for the delayed response. Net Terms on all invoices are 2 = days, so when we invoice a client if they’re not paying = according to those terms they will receive a late notice. If her payment = came in on the 27th and the invoice has a due date of the 22nd, then it = is appropriate that she received a late payment notice based on how the = systems work today. Laszlo cannot access CIBC regularly and we did not = announce a process change where by CAD leaders are no longer sending = bank reports so it’s critical these are sent regularly to avoid = delays in keying “direct to bank” payments.    That said I am now concerned with how long its been since we’ve = received one and if there are others out there we’ve yet to key. = Can you send me a report for the last 3 months with payments itemized in = there, so we can look? What if other payments came in on the 27th and = haven’t been keyed.      Elizabeth Clark  Director, CI & Transformation Long Term Care Insurance, Onboard