FW: RE: Monique Jacob- Cheque Emplois & Tax Credit Needed- CAD

From
<eclark@thekey.com>
To
"'Timothy Thomas'" <tt@thekey.com>
Date
Wed, 5 Jul 2023 21:19:55 -0700
Folder
INBOX
This is a multipart message in MIME format. ------=_NextPart_000_094B_01D9AF86.7240D430 Content-Type: multipart/alternative; boundary="----=_NextPart_001_094C_01D9AF86.7240D430" ------=_NextPart_001_094C_01D9AF86.7240D430 Content-Type: text/plain; charset="utf-8" Content-Transfer-Encoding: quoted-printable FYI- Let me know if they don=E2=80=99t reach out tomorrow.=20 =20 From: eclark@thekey.com =20 Sent: Wednesday, July 5, 2023 9:19 PM To: 'Sumira Suthesan' Cc: 'Ali Malik' Subject: RE: RE: Monique Jacob- Cheque Emplois & Tax Credit Needed- CAD Importance: High =20 Tim asked for these to be sent to him so he can help. It=E2=80=99s = important we tune into those details in the future. Please send them to = him as well, and let him know you=E2=80=99ve emailed the client already, = that was our miss. =20 =20 =20 =20 Elizabeth Clark=20 Director, CI & Transformation Long Term Care Insurance, Onboarding =20 TheKey =20 =20 From: Sumira Suthesan >=20 Sent: Wednesday, July 5, 2023 7:55 AM To: eclark@thekey.com =20 Cc: Ali Malik > Subject: Re: RE: Monique Jacob- Cheque Emplois & Tax Credit Needed- CAD =20 You're welcome. Tim has a copy of the credit memos, I emailed the customer yesterday. =20 =20 Thanks, Sumira =20 On Wed, Jul 5, 2023 at 7:47=E2=80=AFAM > wrote: Thank you. Tim has been provided a copy of the credit issued and has = communicated to the client and/or confirmed we=E2=80=99re ok to invoice = the client this week? =20 From: Sumira Suthesan >=20 Sent: Wednesday, July 5, 2023 7:41 AM To: eclark@thekey.com =20 Cc: Ali Malik > Subject: Re: RE: Monique Jacob- Cheque Emplois & Tax Credit Needed- CAD =20 Hi Elizabeth, =20 Yes, this is taken care of. =20 Thanks, Sumira =20 On Wed, Jul 5, 2023 at 7:36=E2=80=AFAM > wrote: Hello- =20 Did you meet yesterday and is this now resolved? =20 Elizabeth Clark=20 Director, CI & Transformation Long Term Care Insurance, Onboarding =20 TheKey =20 =20 =20 From: Ali Malik >=20 Sent: Tuesday, July 4, 2023 8:07 AM To: Timothy Thomas > Cc: Alejandro Aponte >; = Sumira Suthesan >; eclark@thekey.com = =20 Subject: Re: RE: Monique Jacob- Cheque Emplois & Tax Credit Needed- CAD =20 @Sumira Suthesan Please ensure you = do not bill this client adjustments are made. We will discuss more in = our meeting. =20 thank you =20 On Mon, Jul 3, 2023 at 11:22=E2=80=AFAM Timothy Thomas > wrote: Adding @Ali Malik and @Sumira Suthesan = as I don't want the client billed = until these adjustments have all been calculated - Thanks =20 On Mon, Jul 3, 2023 at 7:19=E2=80=AFAM Timothy Thomas > wrote: Theyre based in Montreal. We bill via a clearcare export to quickbooks.=20 =20 On Fri, Jun 30, 2023 at 11:13 AM Alejandro Aponte > wrote: Hello Tim, =20 Thank you for your email, I cannot located a client in our billing = system by the name of Monique Jacob, are they live in NetSuite or still = being billed from clear care / WellSky?=20 =20 Thanks,=20 =20 Alejandro Aponte =20 =20 Billing@thekey.com =20 866-226-1702=20 =20 =20 On Fri, 30 Jun at 9:05 A