--00000000000030758a060b50ec4c Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Circling back; =C2=A7 Will existing PAD clients need to verify their bank through micro-deposit? *If the client information is input or part of the import by our team, the micro-deposit process will be bypassed. * =C2=A7 Will new clients need to complete this process after input by our internal team? *If they provide the information and it is inputted by our team, it will bypass the micro-deposit process as well. * On Wed, Nov 29, 2023 at 12:56=E2=80=AFPM Alyson Rohane wrote: > Hi, all - > > Thank you for joining today's call to review the FAQ/How to guide. There > was a lot of great feedback to work on. I will be applying these edits to > the file and sending it out for final review/approval before the end of > this week. > > Please see the meeting notes and action items below and let me know if > anything is missed/unclear! > > *Call outs: * > > =C2=B7 PAD clients > > o New client audit (PSG/Help Desk) to catch and input client=E2=80=99s > information in VP > > o PSG covers Sunday night in case submitted on Friday to be ready by > Monday > > o Micro-deposit: > > =C2=A7 Need confirmation if this will impact existing PAD clients and ne= w > clients that are inputted by PSG/HD > > =C2=A7 This will include Calgary and Toronto as they are moving from Str= ipe > (might have the wrong system) to VP > > =C2=B7 Winnipeg has bi-monthly billing which is out of the norm for > clients. > > > - *Billing confirmed this is doable effective 1/1/24* =E2=80=93 pendin= g AR & > Cash App to confirm this with their processes. > > o This is being notated in the introduction emails (1 & 2) being sent > to the client. > > o Alyson to create a separate email specific for Winnipeg billing terms > > =C2=B7 French FAQ conversion > > o Include French screenshots > > =C2=B7 Include it takes 1-2 (24 =E2=80=93 48 hours) for the micro-d= eposit to hit > the bank > > =C2=B7 Express process in VP =E2=80=93 this is different from the p= rocess > outlined. > > o *Confirmed with Elizabeth that this will be included in the answer > for =E2=80=98Do I have to use Versapay?=E2=80=99* > > *Action Items: * > > =C2=B7 Alyson =E2=80=93 Created a separate email for Winnipeg based= on their > billing terms/effective dates > > =C2=B7 Alyson =E2=80=93 Set meeting with Tim to create the French F= AQ > screenshots. > > o Working to have the document translated prior to meeting for review) > > o Include the French versions of the introduction emails for Tim to > review in meeting > > =C2=B7 Alyson =E2=80=93 Make the updates to the FAQ/HTG > > =C2=B7 Elizabeth =E2=80=93 Can you please confirm the following que= stions: > > =C2=A7 Will existing PAD clients need to verify their bank through > micro-deposit? > > =C2=A7 Will new clients need to complete this process after input by our > internal team? > -- > *Alyson Rohane* > Senior Continuous Improvement Analyst > alyson.rohane@thekey.c