Re: Gail McFayden - [#463017]

From
Chuck Terlesky <cterlesky@thekey.com>
To
Marc Atkinson <billing@thekey.com>
CC
lisa.barker@thekey.com, vashon.palloo@thekey.com, kristy.poyner@thekey.com, lito.delapena@thekey.com, Timothy Thomas <tt@thekey.com>
Date
Tue, 3 Oct 2023 10:22:26 -0600
Folder
INBOX
--000000000000d7805f0606d24cd6 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi All, To confirm - I do not have access to Net Suite so I have no visibility on the screenshots. No one emailed me to etransfer the client funds. Marc, in this email string, you said, "We have gone ahead and issued a refund for this amount on 9/20". (but I was not told) If you want me to refund the client through E-transfer, an email must be sent to Tim Thomas and me for approval. This is because the refund will appear on our P&L and must be allocated to the correct account. This can be done on the same day, and I can happily do it upon request. Just to let you know, Calgary can't do refunds through PAD, so we must do an E-transfer. Let's get this sorted out today - Please email me and Tim the exact amount you wish to have E-transfered. Thanks, Chuck On Tue, Oct 3, 2023 at 7:36=E2=80=AFAM Marc Atkinson w= rote: > Good Morning Team, > > Just a heads up here. I reached out to Hector McFadyen late yesterday to > see if he received the refund yet, and he responded by saying he has not. > Please see below. If we can obtain some sort of update on this today, tha= t > would be appreciated. > > Thanks! > > > On Mon, 2 Oct at 11:34 AM , Vashon Palloo wrote: > Chuck, > > This refund is part of the same batch of refunds you processed when he ha= d > those CDHC payment issues. I assume you'd process this refund the same wa= y > you did the others. The NS screenshot Marc sent shows the payment reversa= l > I entered into NS, however you're responsible for actually refunding back > to the client. > > On Mon, 2 Oct at 11:30 AM , Marc Atkinson wrote: > Hi Vashon, > > It's showing that you keyed the refund in NS. We just need to figure out > if the funds were deposited back into the client's checking account. > > On Mon, 2 Oct at 11:07 AM , CharlesTerlesky cterlesky@homecareassistance.com> wrote: > I have not issued any credit to this client. No one has directed me to > process an e-transfer to this client. I can not do PAD refunds out of the > account. > > Chuck > > On Fri, Sep 29, 2023 at 10:32=E2=80=AFAM Vashon Palloo paymentapplication@thekey.com> wrote: > >> Chuck, >> >> Please advise. >> >> > > -- > Chuck Terlesky B.A., CCPE > General Manager/Regional Caregiver Ambassador for Canada > > 403-301-3777 > > TheKey.ca > > [image: TheKey] > > > 463017:611100 > --=20 Chuck Terlesky B.A., CCPE General Manager/Regional Caregiver Ambassador for Canada 403-301-3777 TheKey.ca [image: TheKey] --000000000000d7805f0606d24cd6 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi = All, = To confirm - I do no= t have access to Net Suite=C2=A0so I have no visibility on the screenshots.= No one emailed me to etransfer the client funds. Marc, in this email strin= g, you said, &quot; We have gone ahead and issued a re= fund for this amount on 9/20&quot;. (but I was not told) If you want me to refund the client = through E-trans

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