Hi Gary, Angie and Mike are now all set regarding their profiles in Concur (Waterloo - Angie and Oakville - Matt) Thanks, Nedra Peterson
On
Tue, 29 Mar at 8:46 AM
, Timothy Thomas <tt@homecareassistance.com> wrote:
James,
Are we treating Mississauga and Waterloo as one “location”?
Were ironing out some issues with canadian credit cards and wanted to get matt and angie set up asap.
Thanks
On Mon, Mar 28, 2022 at 3:55 PM Nedra Peterson <npeterson@homecareassistance.com> wrote:
What location is Angie and Matt associated with, Mississauga or Waterloo
Looping in Expense support
Will set up in Concur once Locations have been set up in NS
From: Timothy Thomas <tt@homecareassistance.com> Sent: Monday, March 28, 2022 3:50 PM To: Gary Scott <gscott@thekey.com> Cc: Audra Williams <audraw@homecareassistance.com>; Nedra Peterson <npeterson@homecareassistance.com> Subject: Re: Credit Cards
Thanks Gary. So we should be ok to submit expense reports now? I'll advise all GM's to resubmit.
Nedra please send cards to the contacts below for our new Mississauga and Waterloo location.
Angie Kunnath <akunnath@homecareassistance.com>
Matt Vijayan <mvijayan@homecareassistance.com>
Thanks!
Tim
On Mon, Mar 28, 2022 at 10:46 AM Gary Scott <gscott@thekey.com> wrote:
Nedra and I have spoken on correct process for applications.
Nedra will add HCA bank info for now and let us know on CAD bank setup.
Nedra will get card issued for Cheryl in TO and will get Taneisha app in today. Send Nedra Waterloo assoc. that needs card.
All the subs and locations for CAD are in Concur, so there should not be any problems getting the charges to the right location.
We’ll look at adding cards to the JPMC bank account we setup in CAD as an alternative.
Thanks,
Gary
From: Timothy Thomas <tt@homecareassistance.com> Sent: Monday, March 28, 2022 9:10 AM To: Gary Scott <gscott@thekey.com> Cc: Audra Williams <audraw@homecareassistance.com>; Nedra Peterson <npeterson@homecareassistance.com> Subject: Re: Credit Cards
Hi Gary,
We have the Mavencare GM Taneisha who will need a card as well as the new HCA Mississauga Waterloo acquisition.
I finally received my card on Friday, it took over 3 weeks to get it. My HCL Roger is still waiting. Having to send them to Tampa first is confusing as we need to fill out the form as a US resident with a fake SSN and the Tampa address doesn't even fit within the maximum text fields. I think it's best that someone from your team fill out the request on Canadian employees behalf. Alternatively if we could get a Canadianized application form that would be great.
My direct reports seem unable to send through their expense reports for approval. I believe this has to do with the banking issue mentioned above, unless they're missing something.
Amex is just not as widely accepted in Canada as it is in the US, therefore a backup card is still required. For example maybe half of all restaurants accept it. Most small and mid sized vendors don't accept given its higher transaction fees.
Let me know if you have any further questions.
Tim
On Sat, Mar 26, 2022 at 2:28 PM Gary Scott <gscott@thekey.com> wrote:
Hi Tim, who all needs cards in CAD?
Also, please share acceptance issues with me and Nedra. We heard of some a while back along with a pin issue. We resolved the pin issue, and I have not heard of any acceptance issues since. If we understand the acceptance issues we can address with Amex or go down a different path for CAD cards.
Also, Nedra is working with Concur to add CAD bank expense reimb—this does not hold up corporate card.
---------- Forwarded message --------- From: Brian Scott <bscott@thekey.com> Date: Sat, Mar 26, 2022 at 12:04 PM Subject: Fwd: Credit Cards To: Gary Scott <gscott@homecareassistance.com>
Is this you or Amanda at this point that would address this? I think you but wanted to confirm
---------- Forwarded message --------- From: Angie Markwell <angie.markwell@thekey.com> Date: Fri, Mar 25, 2022 at 8:34 PM Subject: Fwd: Credit Cards To: Brian Scott <bscott@homecareassistance.com>
Hi Brian,
Who could help em sort this all out and get us back on track?
---------- Forwarded message --------- From: Timothy Thomas <tt@homecareassistance.com> Date: Wed, Mar 23, 2022 at 9:05 AM Subject: Re: Credit Cards To: Angie Markwell <angie.markwell@thekey.com>
Hi Angie,
Canada is a bit of a mess with respect to CCs. The corporate Amex cards need to first be sent to Tampa then rerouted to us. I've been waiting for mine for over 3 weeks now and we've just discovered that they require an American bank account so we're awaiting a fix there.
Vancouver, Winnipeg and Calgary have corporate Amex cards, (which predate me) so I'm not sure how they were able to set them up. No one has been approving the expense reports so there's a backlog and again its a mess because I can't seem to get access. The expense team is aware of the issue. I uncovered that Winnipeg expenses were ending up on the Vancouver P&L. Finance is aware of this.
Finally as Amex is not a widely accepted card in Canada, most offices continue to use the corporate cards that came over during the acquisition. These are used for all types of transactions including recurring marketing spend, gas, office supplies etc. I don't have visibility on these but I can ask that the transactions are sent to me for approval.
Let me know what you think.
Tim
On Wed, Mar 23, 2022 at 12:17 AM Angie Markwell <angie.markwell@thekey.com> wrote:
Hi all and hope all is well.
At meetings today Brian discussed the use of CC both company and personal. I need to know who has a company CC and what they use it for. If you are the approver of any CC I need to know who you are approving please and items we are approving. Any recurring expenses I will need to know and may need to approve moving forward as as an organization we are spending a significant amount of money monthly that seems to be unexplainable. Thanks in advance.
--
Angie Markwell
Head of Northeast Division
Please note my email has changed:
angie.markwell@thekey.com
540-718-2172 (w) 775-742-9930 (c)
TheKey.com
--
Timothy Thomas Head of Canada Division Home Care Assistance Office: 514-907-5065 Fax: 514-221-4265
4464 Ste Catherine West Westmount, QC, H3Z1R7 HomeCareAssistanceMontreal.ca
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Timothy Thomas Head of Canada Division Home Care Assistance Office: 514-907-5065 Fax: 514-221-4265
4464 Ste Catherine West Westmount, QC, H3Z1R7 HomeCareAssistanceMontreal.ca
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Timothy Thomas Head of Canada Division Home Care Assistance Office: 514-907-5065 Fax: 514-221-4265
4464 Ste Catherine West Westmount, QC, H3Z1R7 HomeCareAssistanceMontreal.ca
---
Read Our Testimonials
We Are Hiring!
Champions of Longevity
--
Timothy Thomas
Head of Canada Division
Home Care Assistance
Office: 514-907-5065 Fax: 514-221-4265
4464 Ste Catherine West Westmount, QC, H3Z1R7 HomeCareAssistanceMontreal.ca
---
Read Our Testimonials
We Are Hiring!
Champions of Longevity