Re: Welcome to TheKey's Uber Central Canada! -- Instructions included

From
Ethan Stein <ethan.stein@thekey.com>
To
Timothy Thomas <tt@thekey.com>
CC
Hua Wu <hua.wu@thekey.com>, Sandra Daoust <sdaoust@homecareassistance.com>
Date
Sun, 21 Aug 2022 12:21:58 -0700
Folder
INBOX
--000000000000bbc6c805e6c53fd2 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi all, sorry I was head's down focusing on another deadline. My calendar is up-to-date if you'd like to schedule time this upcoming week. Happy to talk this through. Regards, Ethan Stein, CFA Treasurer TheKey.com [image: TheKey] On Tue, Aug 16, 2022 at 11:24 AM Timothy Thomas wrote: > Hi Ethan, > > Do you have some time to meet on the billing process for Uber in Canada? > Perhaps on Thursday or Friday morning? > > I'd like to include @Sandra Daoust and @= Hua > Wu to ensure we cover all bases. > > Thanks > Tim > > On Tue, Aug 16, 2022 at 11:54 AM Ethan Stein > wrote: > >> Hi Tim & Team, >> >> Thanks for reaching out, I may not be following 100% so please redirect >> me if I'm off course here: If you're billing clients for rides, you sho= uld >> have whoever is booking the ride note the client name in the memo field. >> However to actually charge the client you'd want to also load that charg= e >> into Clearcare. I made Sandra an Administrator so she can run reports a= t >> will to then filter on what rides have memos referring to client rides a= nd >> cross reference Clearcare as a double check. >> >> @Sandra Daoust , let me know if you >> have any questions, or if you can only run reports that show Montreal. = I >> may have to give you access to all locations to run the report for all >> locations, I'm not sure but if that's needed it shouldn't be an issue to= do >> that. >> >> Regards, >> Ethan Stein, CFA >> Treasurer >> TheKey.com >> [image: TheKey] >> >> >> On Mon, Aug 15, 2022 at 10:00 AM Timothy Thomas wrote: >> >>> Hi Ethan, >>> >>> Sandra in CC currently oversees billing and payroll for Canada. She >>> works with the local teams to identify what Uber rides are billable to >>> clients or not. What will be the new process for her and other leaders = in >>> Canada who process their own billing? >>> >>> Thanks >>> Tim >>> >>> On Mon, Aug 15, 2022 at 11:23 AM Sandra Daoust >> sdaoust@homecareassistance.com> wrote: >>> >>>> Did you guys get this? >>>> How will it work? >>>> How will we know what to charge the clients, etc? >>>> Right now, I consolidate the ubers during the week and advise Tim as t= o >>>> what is charged and absorbed. I also enter the client charges. >>>> >>>> >>>> >>>> Sandra Daoust >>>> >>>> >>>> >>>> *Finance Manager - Canada* >>>> >>>> Tel: 514.907.5065 | Fax: 514.221.4265 >>>> >>>> sdaoust@homecareassistance.com | Homecareassistancemontreal.ca >>>> >>>> >>>> >>>> >>>> >>>> ---------- Forwarded message --------- >>>> From: Treasury Team >>>> Date: Mon, Aug 15, 2022 at 11:09 AM >>>> Subject: Welcome to TheKey's Uber Central Canada! -- Instructions >>>> included >>>> To: , Tim Thomas , Sandra >>>> Daoust , , >>> djacobs@homecareassistance.com>, , , >>>> , , >>> mina.levy@thekey.com>, , , = >>> ccartwright@thekey.com>, , >>> tcleland@homecareassistance.com>, , Taneshia >>>> Persaud , , >>> corosa@thekey.com>, ,