RE: FW: Invoice for May 28-June 7th 2024 - [#830062]

Thanks Tim-



Alyson,



To avoid any potential for re-work here, I’d suggest you reach out to CC
and ask them for guidance on what is needed for setup of CAD vendors. Might
also make sense to double check with Legal as well.



Thanks,



*From:* Timothy Thomas <tt@thekey.com>
*Sent:* Wednesday, June 19, 2024 9:32 AM
*To:* Laszlo Kovacs <laszlo.kovacs@thekey.com>
*Cc:* Alyson Rohane <alyson.rohane@thekey.com>; Anotte Francois <
anotte.francois@thekey.com>; Elizabeth Clark <eclark@thekey.com>; An Ly <
an.ly@thekey.com>; Troy Riha <troy.riha@thekey.com>
*Subject:* Re: FW: Invoice for May 28-June 7th 2024 - [#830062]



I haven't gone through the process myself but I've heard that there is a
1099 and W8Ben form required. Is that correct?



As for the help option, yes I think that could work as long as it's cristal
clear.



On Wed, Jun 19, 2024 at 9:55 AM Laszlo Kovacs <laszlo.kovacs@thekey.com>
wrote:

Tim,



Does this work for you?



Thanks,



*From:* Alyson Rohane <alyson.rohane@thekey.com>
*Sent:* Tuesday, June 18, 2024 8:21 PM
*To:* Laszlo Kovacs <laszlo.kovacs@thekey.com>; Timothy Thomas <
tt@thekey.com>
*Cc:* anotte.francois@thekey.com; Elizabeth Clark <eclark@thekey.com>;
an.ly@thekey.com; Troy Riha <troy.riha@thekey.com>
*Subject:* Re: FW: Invoice for May 28-June 7th 2024 - [#830062]



Good evening, @Timothy Thomas <tt@thekey.com> and @Laszlo Kovacs
<laszlo.kovacs@thekey.com> -



We connected with Cross Country to see what the options for creating a
Canada form. They came back to suggest that they include a "help field" on
the 1099 checkbox field to call out that this field is *only *for US
suppliers.



Would this work for you? Or were there other fields causing complications
when filling out the form?



On Wed, Jun 12, 2024 at 7:44 AM Laszlo Kovacs <laszlo.kovacs@thekey.com>
wrote:

Anotte/Alyson,



See the thread below. Tim does have a good point in CAD vendors potentially
being confused when being asked for US forms/info during CSP onboarding.
Can we please look into whether we can request different criteria for
vendors based on their geography (ie., the CAD version of a 1099 in this
example).



Thanks,



*From:* Timothy Thomas <tt@thekey.com>
*Sent:* Tuesday, June 11, 2024 5:24 PM
*To:* Laszlo Kovacs <laszlo.kovacs@thekey.com>
*Subject:* Fwd: Invoice for May 28-June 7th 2024 - [#830062]



Hey man.



Do you oversee this department? Any chance we can make an exception and
have AP manually build Canadian vendors in coupa? There aren’t many and the
process is a pain as it asks vendors for 1099 forms and W8Bens which just
confuses our them and leads them to abandon.


*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: Image removed by sender. TheKey] <https://www.thekey.com/>





---------- Forwarded message ---------
From: *Hailey Nguyen* <ap-invoices@homecareassistance.com>
Date: Tue, Jun 11, 2024 at 6:18 PM
Subject: Fwd: Invoice for May 28-June 7th 2024 - [#830062]
To: <tt@thekey.com>, Sharon Speirs <sspeirs@thekey.com>



Hello Timothy,



Per management, AP is not allowed to manually set up new vendor in Coupa.
We can help complete their profile if/when the vendor is unable to submit
the 2nd form.  But the first form needs to be request by The Key's
employee.



Best regards,



Hailey

On Tue, 11 Jun at 4:18 PM

, Timothy Thomas <tt@thekey.com> wrote:

Hailey, given the challenges in onboarding new vendors into coupa, can AP
assist in entering Shellie manually.



On Tue, Jun 11, 2024 at 3:59 PM Sharon Speirs <sspeirs@thekey.com> wrote:

Okay, thanks for checking we will input and get it back to your team

Sharon



*Sharon, Speirs*



General Manager

Vancouver, BC

Office: 778.279.3634

sspeirs@thekey.com



*TheKey.ca*   <https://thekey.ca/>



[image: Image removed by sender. TheKey]













On Tue, Jun 11, 2024 at 12:59 PM Hailey Nguyen <
ap-invoices@homecareassistance.com> wrote:

Hi Sharon,



Both Shellie Lim and S.H.E. WORKS HEALTH CARE CONSULTING Inc are not
pulling up in NetSuite nor Coupa.  Please see below.





Coupa

[image: Image removed by sender.]

[image: Image removed by sender.]





NetSuite:

[image: Image removed by sender.]





[image: Image removed by sender.]



Best,



Hailey



On Tue, 11 Jun at 3:37 PM , SharonSpeirs <sspeirs@homecareassistance.com>
wrote:

she is a new employee or contractor - I thought she was already added but
your saying she was not?



*Sharon, Speirs*



General Manager

Vancouver, BC

Office: 778.279.3634

sspeirs@thekey.com



*TheKey.ca*   <https://thekey.ca/>



[image: Image removed by sender. TheKey]













On Tue, Jun 11, 2024 at 11:05 AM Hailey Nguyen <
ap-invoices@homecareassistance.com> wrote:

Please take a look at ticket #830062
<https://hca.freshdesk.com/helpdesk/tickets/830062> raised by Shellie Lim (
shellie.lim@thekey.com).



Hello Sharon,



I couldn't locate the vendor in our system.  Please request a new supplier
request through Coupa to set up new vendor.

​[image: Image removed by sender.]



Thank you,



Hailey









-- 

*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: Image removed by sender. TheKey] <https://www.thekey.com/>


830062:611100




-- 

*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: Image removed by sender. TheKey] <https://www.thekey.com/>