Hi Brian! Did we get payment for ACV Gummies from Kuzyk Law?
Just checked the bank, nothing yet. I wasn't aware of even an invoice for this campaign, I haven't produced one. Did you by chance?
I don't have that access yet but that's good to know. Let me see what i can find out for you.
Do you have what you need to generate the invoice? It was moved to Order Pipeline Funded Setup in Copper if that helps.
if anything we make it one i try during our training
Ya, let's wait until tomorrow and I can walk you through how to do one in PandaDoc.
I was going to say, yes. We can hook it up to the TV in my office and walk you through the different things we'll cover.
🫠 crap. I guess when I updated the firm at the bottom it didn’t save and I didn’t catch it. 🫣
Oops. You're talking the William Mattar email?
I'm sure I've seen that on another invoice I would have done. It's just nobody else noticed. It happens.
Good. And you're welcome. I always feel that the best way to learn is to make a mistake. And if it's not a big mistake, even better. This wasn't a big one, not at all.
am i just missing it or was this not invoiced?
yes i'm going through copper and checking stuff
Hi @Brian Thiessen When did you want to meet to go over harvest?
Cam signed it but the attorney didn't. in this case would you check to see if it's valid and then resend/follow up if it is?
I never did, only re-sent if someone asked.
k. i can be a squeaky wheel if it's needed lol. i'll investigate
will do. i also got the PA Juv Hall case payment info out of Craig lol. It's for PA Sex Abuse and it's coming from Adair.
Usually. If you could add to that thread you'll update in Copper, or have updated. That's usually a question that will come if it's not mentioned.
whats a good time to come by and bug you about harvest?
Can we do this afternoon now? I've got a few things I need to take care of.
yeah. i have a meeting at 2 and then have to leave around 3:30 for an appointment. i can do like 1:30 or 3 for about 30 minutes. or tomorrow. 🙂
craig smith is going to call me at some point tomorrow morning. i should know a time later
1:30's fine. Harvest is pretty straight forward, easy peasy.
dumb question. what does she mean by referring to ELG for the invoice?
Good question. Not dumb at all. I'm not sure what she means. And if I'm not sure, I ask. Don't be afraid to ask, this is all new to you. I did too because it was all new to me. Sometimes they work with other law firms, ELG could be that, but not sure. It could also be a legal term, and I certainly have no idea what those mean. 🙂
ok what do you think? i made this in Monday. I also have one i did in excel that looks exactly like the ones you sent me. i just added the TIP logo.
That's why I couldn't see it when I opened it. 🙂
it was extra dumb because i told it portrait and not landscape too
FYI, got an email from the bank, and a follow up from Marc, he's not happy that wires aren't including all the info, the 2u is what's usually missing. Need to make sure that part is highlighted on invoices so we alert them to all the info they need to type in. We can discuss more next time we get together.
Do wires not always have all the info needed? i'm sure some firms are lazy lol.
The info is on the invoice. If you look, before the account number, 2u needs to be included. We can't hold their hand though, but if we highlight, maybe they won't miss it as often.
Sadly, there'll still be someone who neglects to put that. 🤦♂️
Oh for sure. Might be interesting to see who does it all the time though.
lol.
Why are there 3 different programs for invoicing? lol.
I've never asked the question, can't tell you why. Personal preferences when it comes to Harvest I'm guessing. For Shield they need the document to get signed, that's what they came up with. And Yardi for TIP, just because there was nothing being used otherwise and we use Yardi. Just my thoughts.
gotcha. When can i come by to see how we do Ben Crump's invoicing?
I'll get back to you on that. Did you get the access to the TIP Dashboard?
but it looks like it just might be struggling today
lol. yeah it says it can't connect to the data source
i'll just let it figure its life out for a minute
So i just made an invoice template like the one i showed you in PandaDocs for giggles/to see if it would look ok. i can show you when we meet
Yes please. And today has already gotten away from me, can we do first thing tomorrow morning?
Ya, they'll be fine, as long as we get it out tomorrow, no issues.
9:30 work for you? I forgot I have a meeting at 9.
You can come over now, on the phone with Ryan.
Give me about 5 minutes, then I'll be ready.
Just got an email from Cam, he's suggesting we leave out the ACH option for payments, takes longer for us to get our money. He feels that's the preferred option, but it takes at least 2 days before we see it in our bank. On that same topic, we should remove the check option too, that takes even longer. I know in the past few months there have been a handful of checks mailed to our bank in San Diego.
true true. i'll update the invoice i'm using for TIP and just use the wire info
wait just kidding i don't have that on there lol.
i did make a generic template in panda docs for shield. i'll update that
just FYI, goldlaw just confirmed they sent a wire today
"Craig Goldenfarb; finance
Tue 7/2/2024 1:14 PM Thank you, Malissa.
The wire has been sent. Please confirm receipt once you have it."
Okay. May have missed the deadline for today, but will let you know as soon as I see it in the bank.
morning! i'm going to send the ben crump invoice on friday for the week ending 6/30. i've already checked everything and we're good. 🙂
is there a cadence you use with invoicing the not-so-big firms? like, other than Ben Crump, DL, and ACTS?
No. For Shield it's the same for everyone, for TIP it's the same for everyone. Basically.
ok so if i did all other firms' invoicing on like Monday every week that would be ok?
Can you reach out to Goldenfarb and ask for the FED #? This would be the confirmation for the wire they sent. It hasn't hit the bank yet, we need to know it's coming.
Thank you. Our bank needs it to track it down, and it confirms a wire was sent, not an ACH.
i'm wondering if she doesn't know there's a difference between wire and ACH 🫠
random question time. do we have any software like quickbooks or similar? I'm thinking that might just be the easiest thing for me as what i've tried doesn't do everything i want lol.
i'm having a blonde moment - what do i check Sokolove''s numbers against? or is it just the spreadsheet he sends? legit can't remember and i'm 99% done with the invoice lol.
Yup, just what he sends. Just make sure the number of leads x $250/lead gets you the same number he has.
Ok cool. I did that and then second guessed myself.
I was just about to message you about Goldenfarb when you sent your message. The bank did find $200K, but they didn't confirm it was Goldenfarb, I'm sure it is. But we can't report that until we know for sure. Looks like they forgot the 2U on the wire, so the bank wasn't able to post until they knew where it was supposed to go. So we need to make sure all invoices going out from now on have the 2U highlighted, along with the 1134, even put together as one number. It seems to be a regular occurrence lately, that part being forgotten, so we don't get the money for a few more days.
i'll make it dance in neon colors on the invoice if i have to lol
Yes, excellent idea. The $200K has now been posted to our account, but it only shows the FED #, not the description. That usually shows up the next business day, so Friday it will indicate who it's from.
cool. glad we got the money at the very least
Good morning! with you going out of the country for a bit, would it be beneficial if i get updates on payments received? if you're good still doing it at night no worries but i want you to sleep lol
I'll be updating each day, yes. It'll be in the invoicing channel, or if that's not where the request was made, I'll be sure to let you know.
FYI, Ben Crump deposited into the TIP bank account, $46,592.94. This was the most recent invoice they were sent, haven't paid the older invoices though. Odd. Anyways, as I indicated, I
will send you an AR report for Shield and TIP later today.
sounds good. that was their monthly payroll invoice?
The July one, yes, for the June payrolls.
putting this on the bottom of the crump/tip invoice template
templates updated and highlighted. if it happens again i can fly out to the law firms and smack people. just kidding
They deposit directly into the Shield bank.
And yes, highlighted bank info, even where it's bolded. Just to make sure they're drawn to that particular detail.
for sure. might change the color because i'm not sure if the yellow is enough
Like I said, someone will still omit it. The Ben Crump payment Wednesday, was missing the 2U 1865 for the TIP bank. They have deposited to that bank before, just recently had them change to UBS, but they got it right the first time.
Might have been someone different doing the payment that day
i didn't see an option to animate the line in pandadocs unfortunately
Best we can do is try it the new way it is now, put it in the PDF email and gradually make it bigger if necessary
Either i'm going a little nuts or something didn't go out correctly. Can you check the invoice for Shrader & Associate's Gaming Addiction? Looks like it only went to you unless there's another that i'm not finding. 🙂
I just told Cam you will invoice Flatirons when the $3M they just wired hits the bank. I'll let you know as soon as it does. Total will be $3.2M, including the $200K yesterday. If you wanna get the Flatirons invoice started, go for it. I'll send you the last one that was sent, there were no campaigns.
ok just got it. I'll work on it now and send it to you for review to make sure i got it right
I just replied to your email about the Flatirons invoice. Don't send it yet, I want to make sure the $2.7M came from them, Cam said Van Law was going to wire as well. As for the AR report, it'll be later today, or maybe even this weekend. But I won't forget. 🙂
no worries. i'll have my laptop with me. i've got the invoice ready whenever.
i'll send it to the addresses in the email you forwarded, right? anyone else to add?
Perfect. I'd hate to have you send and it's wrong. As for email addresses, let me send you the last email I sent, or did I do that this morning already? Been a looooong day. Let me check.
The email i sent this morning, that's who you email the PDF too, but on the PandaDoc, you just need Dave Diamond. And Cam and you and me.
Hey Brian I just saw Ryan’s message. He @ you but is it something I can help with?
Yes please, I don't recall what he's asking. I know he mentioned it in our meeting on Tuesday, I don't recall why though.
Right, it was for the DiCello billing. Thank you.
I can confirm the $2.7M is from Flatirons, so you can send the invoice for $2.9M.
Awesome. I’ll send it out today. I didn’t get a notification from slack. I gotta figure that out.
Hi Brian, do you have an example of what you send ACTS for their monthly invoice?
when you get a minute (i know you're busy) can you check on this comment from Focused Litigation Services? I'm wondering if we got that check.
I'll get back to you once I have a look.
FYI on the revenue for talk time last week comment from Ryan
cool. yeah i haven't done any of the invoices yet because talk time was low. i have them on my calendar for thursday
also, have we gotten any random $150k payments?
no worries if not on the payment. i don't think we're expecting it until next week or so
Haven't seen anything on the payment front. As for the reminder, almost done, but got onto something else that needed taking care of. I'll finish FLS in the morning and send you what I've come up with.
Yup, I'll send it to you shortly. I think we'll need them to let us know what/when they paid.
yeah and then ask for any backup if something is missing
@Brian Thiessen sorry but it's time for my dumb question of the day lol
So when we extend a campaign, how do you know to invoice it? i don't think i've seen any messages come through or anything like that.
When/if it's time to extend and send a new invoice, Andy or someone in sales will let us know.
gotcha. so that's why i haven't seen it yet. no one's given the update lol
just curious. would it be a good idea to have a tab for brandlytics payments on the sent contracts file? then you could just add in what we got and i could answer ryan's questions lol
I think invoice 140 is the issue for FLS. That's the one the March/April check for $4500 was applied to. Do you see any other payments for them? if not i'll ask elena if she has a check number for it
i went ahead and asked for a check number. makes sense to get that and see if we match
any tips with renewals? i've got the original pulled up and i duplicated it
i was going to update the information and then send it out
Even if it's a renewal, just like a new invoice, pretty straight forward.
cool. I've got the wire part on there highlighted and in bold lol
good morning! With ACTS invoicing, We don't do talk time but instead a flat invoice for calls?
cool. and the flat fee is always 2500, right? Also, would i do this invoice for May since the one from June said April?
Correct, always 2500. I used April for the last one in error, let them know because they pointed it out. The last one was for May, so this one is for June.
I thought this was being done in Copper? It could be I dropped the ball, when did we say you'd start doing this? I don't recall, sorry.
I think there's a mix of who all is doing payments because greg has done them as well. And i thought they were all going in there too. Maybe they're not showing up in some field that they're checking? I'll see what i can find out.
oooh i just saw that it's an order dashboard he's doing
I figured it out. Greg is just putting the amounts in as notes. He's not actually logging the payment. I'll shoot him a message about that process update
So i told greg about updating the process. he said when he had his training they didn't bring that up. just said to put notes. I'll go through and update.
i fixed that tip template btw. i was just so excited about highlighting the part about reference numbers lol. I have a feeling these guys just pay the invoice without really looking. right?
I think so, for the most part, yes. They've paid many invoices, so probably don't even notice. 🙂
Yeah if they ask i'll just be like "it's 150million degrees outside and i sit by a window. i had a moment."
hello hello. When is a good time to come bug you about that spreadsheet?
AWD called me. She's wiring $250k. I reminded her about the reference number
i have a question for you about dicello invoicing when you have a bit. no rush. sleep!
ok BG - where does the reconciliation doc come from? I 10000% forgot. Yesterday was stressful lol
The info needed to create the invoice comes from Cam. The payroll numbers for the month in question are sent to Cam, that way he has a base line as to what amount to invoice. The completed long form interviews comes from Janina Cole, I'll send you the invoice she sends. I forwarded June's to Cam so he can look it over and determine what to invoice. The VSS completions from Janina should be the same as the number Cam says are the completed long form interviews. He will tell us how many and how much per interview.
ok got it. So basically, make sure Cam gets stuff lol
Basically, yes. When the invoices are not the normal way, using the payroll amounts to invoice. I just shared the BG sheet used, that I sent to Cam yesterday.
cool. i think you might have answered my dicello question. i'll let you know.
go get some rest! and enjoy not being in 1000000 degree weather lol
Already had a nap, time to get some work done. As for the temp, it's muggy here, not much of a trade off. Other than being away from the office for a bit, it's a nice break, for sure.
ok i'm sending the revised april/may to Dicello. I'll see what he says and if we need to make changes to June we can.
lol. so you just send what she sends over? no adjustments or anything like that?
As per Cam, yes, send to DiCello. This was the first time. It's on Brittany for the info to be what DiCello is expecting, nothing I/we can adjust. If anything, maybe have Tony look over, just to make sure this doesn't happen again. Even I know it's not a good look for us to send what was sent, basically, crap. It's a waste of their time to go through it and indicate what they indicated, that's not acceptable, obviously. But there's nothing I could go through and correct, notice was wrong. We all play a part in the process, just not mine, or yours for that matter, to look the entire thing over first. That's my two cents.
cool. i'm going to send my draft to tony and cam to review and then i'll send to dicello. 🙂 since it's my first time, better safe than sorry lol
Exactly, yes. And as mentioned, sending to DiCello before invoicing was to have them look everything over so we don't have to revise anything. Apparently when Brittany runs the report, she sends to DiCello. I have an email regarding this, I'll send to you so you're in the loop.
Ben Crump sent payment for invoice 10003, $5,629.67
I'm a little confused on the Dicello Levitt invoicing but i'm trying to get that taken care of tomorrow along with Crump. so it's no real rush. I might just need more coffee.
ugh Vietnamese coffee is good. I'm a little jealous lol
Supposedly. I don't drink coffee so I can't confirm. 🙂
hola! so i've waited on making invoices for the email Cam sent because you asked about Van
I saw that, and you copied him on the email. I'd wait for him to confirm, but I'm certain it's ACTS.
i mean i'm ready to go if he wants one for van lol
they didn't send a fed id? it's in bold and highlighted. arrrrrgh
ugh. i guess i can add it to my invoicing signature?
Honestly, I couldn't say. It's frustrating, yes. Eventually it will get sent back to them, if it hasn't already been.
yeah. If Marc says anything though, short of having it dance in a gif we've made it pretty obvious lol
hi! i never heard back from Mark at Dicello so i guess i should invoice? I'll have my laptop with me this weekend so i can do it saturday or sunday.
I'd check with Cam, he'd prefer Mark review. I'd make sure he's okay with it before sending.
do i send sandy van her invoices? or is it someone else?
Just replied to Cam's email, google sheet?
Ya, I can't find anything. Is that what it's called, VSS, or does he mean the sheet Janina sent, the one you used for the backup for Bailey Glasser?
Yup, looking at it now. I see the 29 for June. This is a new one, wasn't aware. More revenue to bill for, that's a good thing.
don't know if you saw anything about it yet but cam wants to meet next week about accurately tracking financials and stuff
Yes, that's who I've emailed the Shield invoices to. If she has anyone else she wants to receive, she'll let you know.
Hello hello! Did Cam ever give you the amount to invoice DL?
No. We need Mark at DL to review the backup and bill him after he does that. Unless you're talking about a different DL invoice?
did you see that email from Bethel with a check number? that looks like a more recent check number so i wonder what all they're paying.
also hope you are enjoying your somewhat vacation!
I did see the email, yes, haven't had a chance to look into yet. And yes, definitely enjoying myself here, absolutely.
Just got $500K into the bank, pretty sure it's Ben Crump, were you aware of them planning on sending a payment for one of the Juv Hall invoices from 7/15?
i love surprise money! Jon hasn't said anything other than "thank you" in response to those invoices. If it doesn't say anything tomorrow i'll double check with him.
Okay. And if he does say anything, could you also find out which Juv Hall campaign it is for? Thanks
hello hello! Do you know if a check was received from The Nielsen Firm yesterday? I'm not sure if they sent it to Pollock or the SD address.
I haven't been made aware of it being delivered there, but if it is, I'll get a message. I'll let you know if it shows up there.
cool. cool cool cool. would you get a message about one to the pollock address too or should i track someone down?
I'll get a message, yes. Since I'm not there, it'll end up with Al and he'll let me know it came.
i thought i mentioned it but it was fedexed. So it should show up? i'd hope?
i have had fedex pick up something too late for it to be overnight. O.o that was annoying but at least it was refunded
hi! The copper entry thing (yeah i saw the comment last night lol), it's just a timing thing. Cam's wanting the payments entered when they come in, so when it's just showing as pending with no detailed information. I'm sure on slow days that would be easy but if we have like 10 invoices for 200,000 all out at the same time that could be a headache. 🫠
cautious accountant me says we should wait for it to clear and we know who it's from, sales ops me says just enter it. lol
As I've mentioned to them before, whatever is deposited today doesn't have a name, it's always the next business day that shows up. I can reach out to the bank if it's a priority, they can usually confirm who it's from.
yay bank! mine always says "you have to wait."
🤨 Ya, stupid banks. And FYI, Sokolove deposited $8,250 into Shield's bank and Ben Crump deposited $26,198.15 into TIP's bank.
I think it should probably be part of the process now for sales/cam/andy to alert us when someone confirms payment. If they would just reply to the invoicing email that would be nice.
I think we are getting a check for $50k today from Joel Bieber firm
If they send it to the office, it still has to get to the bank in San Diego, so it won't be deposited until next week. I hope they sent it straight to the bank. I'll let you know if I see a deposit of $50K.
Cool. It's not even fully built out in Copper yet so it's ok
Do you have a list of payments that we've received today for shield? just amounts are ok
hi! Do you know if we got a check from Bieber?
Did they mention where they sent it, our office or the bank?
Good morning, Van Law sent the $5,800 to TIP bank account yesterday. And I checked with Al, no check from Bieber.
I personally don't think Bieber sent a check. I think it's a "the check is in the mail" thing
Just looking at the bank activity, I see $7,781.16 to the TIP bank from Ben Crump. As for Shield, nothing besides the Bieber check so far.
i need to do their payroll today. wish me luck lol
dumb question because i can't remember. where do i get the info for payroll? and it's bailey glasser too right?
I'll have to enter the info and share it with you after I've entered it.
2 $100K deposits, no description until tomorrow, but based on the sent contracts sheet, likely Adair and AWKO. Also received $375K, no description, but likely AWD Law. Will update in the invoicing channel in the morning when the bank shows the descriptions.
so these are everything needed to invoice right? well wait for cam too
Yes and no. For ACTS, I believe, and Bailey Glasser, we use the completed interviews, not the payroll numbers. That comes from Cam. For Ben Crump, you can invoice the payroll numbers for July.
so crump i'm good to roll. the others i gotta wait on. got it
Over. Back in the US Wednesday night last week. And sadly, back in the office. 😞
i haven't had any luck with Dicello btw. might need your help
this is still a draft but does it look right?
Yup, that'll work. It's the same I would've sent as backup.
$700K deposited this morning, who would that be from? Also, $1,200 deposited into Shield's bank, from Savvy Branding. Isn't that a Brandlytics invoice they're paying? If so, the invoice must have had the wrong banking info, and that'd be on me, I believe I'm the one who sent that invoice.
savvy branding does sound like a BLX invoice. or a producer for another Pirates of the Caribbean movie.
Yup, one deposit. Usually that would mean Flatirons, but not sure.
Savvy is definitely BLX. there's an open invoice for $2000 but one that hasn't been sent yet for $1200
700k is either Flatirons or Van. That will be a cam question i'm sure
did we ever get a check from Focused Litigation Solutions?
so invoice 140 is one that we applied the wrong check to
What's easiest for your end? reversing the incorrect application?
I can make it work on my end no problem, no reversing or anything, as not everything was entered in the first place.
FYI, bank confirmed the $700K is from Flatirons
k. i entered 3500 from the new check on the invoice that's not a pain in the rear lol. they do have a credit
i didn't get enough sleep to do math though. but after application everything before 7/11 should be cleared
do you want me to let Cam know we got $700k from flatirons? SURPRISE MONEY! lol
Received $8,324.79 today from Ben Crump for invoice 10032.
Buenos Dias! Have we gotten any checks recently? Looking for one from Flanagan
no worries! I keep everything so if you ever can't find something just let me know lol
2 deposits came in this afternoon, a $50K check and a wire transfer of $150K. Because they're today's activity, no info online until tomorrow, but I have reached out to the bank, maybe they'll have an answer today.
yeah that check could be Flanagan or Ibrahim. Flanagan said we'd get it yesterday or today though.
Never mind on the $150K, that's a transfer from another Shield account. 🤦♂️ It's been a long day/week.
good morning! any updates on those two payments
2? Only the $50K we're waiting for, the $150K was a transfer from our Chase account. I'm waiting for the bank to get back to me on the $50K check, and it hasn't been updated on the website.
oh yeah i forgot about the transfer. could have scrolled up to see that too lol.
I hear ya. Also, received $17,750 from Sokolove.
hi! Did you see Cam's request on the payroll docs? if you need my help let me know.
I did, sent and he replied back and am working on finalizing.
can i send you these VSS invoices to double check? i just want to make sure i'm remembering correctly
do you have an invoicing contact for Meadow Law? i do not
I do not. They're not even in our system yet.
he seems cool. and i'm sure he'll just be like "oh it's this person."
have we had any issues where we get payments without the reference info or has that improved?
Can you please join the call I'm emailing you?
FYI, Cam's looking for answers regarding TIP billings for July.
He wants to know the revenue for July, so yes, what was sent yesterday, but also DiCello stuff we were waiting for them to get back to you on so we can invoice for that stuff as well.
You can get me the numbers and I can find the costs per interview for Form 95's, Paraquat, and Hair Relaxers.
yeah that works. i'm doing that now. Do you have the July files?
The Google Sheet that was sent? If so, yes, and I forwarded you an email that has it near the bottom.
oh yeah i got the VSS. You should be CC'd on the emails i sent yesterday
Type of Case Total Month Paraquat - Dicello Filing Project 5 June Hair Relaxer PFS - Dicello Levitt 6 June Form 95 162 June Form 95 658 4/17-5/31 Hair Relaxer PFS - Dicello Levitt 105 3/18 - 5/31 Paraquat - Dicello Filing Project 95 4/17 - 5/31
Right, we didn't bill yet for the 3/18-5/31, 4/17-5/31, we sent to DiCello to audit, correct?
i gotta run a report for andy real quick. have we gotten many payments for my tip invoices?
i've put it on my calendar to remind Brittany for reports on the last thursday of every month
Cam's meeting with Marc? No, he did say he had to call him in about 2 hours or so.
Yikes. Okay, well I’ll hold off sending Cam what I’ve put together as long as I can.
🤞 Hope that helps. Thanks for reaching out to her.
ok here's what's open and paid unless i missed something
i'm going to follow up on some of these older invoices
Not sure if we need to meet every week, as per Cam, but probably not a bad idea every once in a while, after I send you the AR report I include with Marc's weekly report. This way we can ensure I've captured everything.
i haven't had time to get to it this week. it's been crazy
i feel like this isn't uncommon. like something is always off somewhere
It's been a bit of a chore getting to where we should be, hence the frustration in Cam's voice. Things weren't run, in my opinion, the right way, from an accounting perspective. Getting to where it should be, not an easy task. But we're far and away better off than we were when I started. But still have a bit to go.
well that's good. i feel like ive messed everything up lol. yesterday was rough.
do you think 1 invoicing software would be better?
Rough how? As for 1 invoicing software, not sure how that would work. I can’t see us going away from PandaDoc. And I don’t see PandaDoc as necessary for TIP and Brandlytics.
i messed up a report. well, lawruler let me down and it ticked a few people off
i messed up one of the gazillion monday reports i did lol. just bad math.
just one of those days where it's like "i'm so getting fired." lol. But that's just a trauma response. I updated this file with some notes
yeah but where i was previously would be no bueno since i'm still super new.
i told nick ward yesterday that my last place was really toxic and i'm carrying a lot of stress from that still.
Oh, I believe that. I still have PTSD moments from a toxic job I had, from many years ago. It doesn’t go away.
😕 like everyday i'm thinking "am i going to be fired? Reprimanded? screamed at? ignored and discredited?" sucks. i can handle Cam getting frustrated but the little questions pop up lol.
Of course. Cam’s frustration comes from Marc’s expectations changing from what they were before. Things/circumstances change, we all have a role to play in ensuring we play our parts so there is no, or very little, frustration.
Last week Cam told me i was doing a good job. Right now i'm not so sure lmao
I wouldn’t worry. We do what’s expected of us, that won’t be an issue, he won’t be frustrated. At least not at us. I should have anticipated him wanting the revenue for the month, even if we didn’t bill it. That July report, that’s on me for not having it yet.
I should have bugged Brittany sooner. I just wish i could pull the data too.
and i know a lot of my stuff is the trauma from the toxic place. i read an article on it last night about how it will linger for a long time. i was like "gee thanks." lol.
No it wouldn’t be. I have to do that myself, so I’m not the only one who knows how to do things.
Hoping we're getting close to getting those reports from Brittany. Having said that, I can't imagine the numbers will be huge. For June the total was $19,275. Even if July was busier, can't see it being too much more.
yeah i'm not sure what the status is. she had a thing at 11 and she's got aidan (i think) and Dennis working on them
have you gotten anything yet? wondering if she sent it to you and forgot me lol
Right? I keep flinching everytime I hear the Slack notification, or an email notification, thinking it's from Cam.
*Thread Reply:* But no indication the status, how close to completion I'm guessing. That'd be wonderful. 🙂
or at least something that is in excel and brightly colored
Just noticed a $100K was deposited into the Shield bank. Looks like a wire.
I'll post that in the invoicing thread then.
she said some of that 316 might be a duplicate from the previous month that didn't sign. she'll have that in 10 min
*Thread Reply:* Already sent the email. 😲
*Thread Reply:* he knows Abe hasn't reviewed yet so there's probably some changes we don't know about
this is minus 36 that were in previous files.
Nothing yet, no. Also, while I have your attention, can you put expected payment dates on the sent contract list whenever you have an idea of when a payment may be sent. I need that for preparing the weekly cash flow statements now. I know I've seen some on there, so any that are listed will be quite helpful. Thanks
Yeah some people haven't really given any. some have. i'll see if i've gotten any updates.
i'll go through the list and follow up with ones that haven't paid yet and see if i can get a guestimate. i don't think the open NEC is going to get renewed
didn't someone have to take out the letters in the Wire account #?
As per the email Andy sent, and I replied to. The correct routing number is 026007993. You have an extra 6 on the invoice you sent.
Yeah i just went through every invoice i did that day and that's the only one with that glitch
i'm calling it a glitch. either i glitched, the world glitched, or pandadocs glitched lol
do you know how frequently bailey glasser pays? they just confirmed a payment on their next payment run.... whenever that is
I'd have to double check, but I do know it's not frequently. They do have an outstanding invoice going back to June 6.
Nothing yet. How much are they sending this time?
Sweet. I'll let you know as soon as I see it.
Just received $100K into the bank, wire, but not sure from who. And I see you put 8/16 for the expected Flatirons payment, so I don't need to watch for it today? 🙂
i'd watch for it. i was about to delete that lol
i'll put today like 3 times and burn some sage to make it happen lol
I bet the $100K is that Hart McLaughlin payment.
Said almost at the same time. I just remembered the email from earlier where they said the routing number was wrong. I'll wait for confirmation, but I'm sure it's from them.
yeah i still don't know how an extra 6 got in there. it was like in the middle of all the invoices i did and i did the back to back to back. so weird
No worries, we've been paid, assuming it's from them. 🙂
oh for sure. still curious as to what in the world happened lol
hi! when you do the leadspedia entries have you found any that aren't in copper? Trying to make sure i got everything lol
Leadspedia entries? I have no idea what you're talking about. I hope that doesn't mean I've dropped another ball. 🤦♂️
You did say it's been a long month this week. 🙂
Another $100K wired in just now. I'll update in the morning once I see who this one is from.
It says Bradley Grombacher, that's AWKO, correct?
And received today the $14,750 from Sokolove
Basically, yup. They even had me, a while back, send them all the outstanding invoices. That exercise saw me delete some invoices in the system, duplicates and such. They never replied back when I sent them everything.
ugh. can you send me what you sent them? i'll play "someone else." lol
when's a good time to do an AR meeting? and what would be a good cadence?
We should do one after I send you the AR reports each week? Monday?
Hey Brian! We are expecting lots of money from Van. When we get it, just let me, Andy and Cam know (not in the invoicing channel). :)
Tomorrow or Monday/Tuesday. She hasn’t given a date yet but she’s moving fast with it
Received 4 wires this morning, 3 look to be from the same firm, based on the FED #'s. Deposits are $360K x2 and $180K. There's also a $200K deposit.
Duh, ya, I see the Ghozland invoices, the exact amounts of the wires. 🤦♂️ And I was looking at the sent contracts, thought the $200K might be Onder.
Or Larry Jones, just saw that $200K as well. But I'm still going with Onder, because they're the only new firm that would want to confirm wire info, as per Andy yesterday.
Good morning! You should see $150k hit soon. It's from Bay Point
what's your tomorrow morning looking like for a quick AR review meeting?
No, nothing yet. But a check did arrive in the mail from ACTS for $6,648, paying invoices 10011 and 10012
I suppose. 🙂 Yes, they have much older, and more, to pay.
That's bay point. they confirmed they sent it
You wouldn't happen to have an address for David Van, the most recent invoice sent? I need to input something into our system. If not, I'll use our address, no biggie.
I see the invoice in Harvest is $2,000, but they're paying $2,180?
i think we might get 50k from Flanagan this week
🤞 Not a large amount, but at least it completes what they owe.
how much did we actually receive from Brad Morris?
also do you have a list of payments we received from Van Law? just want to see what i can match up if anything.
Brad Morris we received a total of $185K. I'll put together a list for both them and Van Law and send to you.
Thanks! That's what i thought re Brad Morris. For whatever reason Patsy made it 35k in copper after i made it 185k.
Received $48,815.98 from Ben Crump for TIP Invoice 10086
Yup. Not sure why they've neglected the 3 older invoices for payroll costs though. 🤷♂️
i just have a few things to finish up with the hot mess and then i can work on other stuff lol
$30K wired into the bank, Pride Law Firm I'm guessing?
ok Brad Morris - the $100k invoice was changed to $150k it looks like. I've not found any invoice for 100k. we can cancel that line.
did you get the spreadsheet i sent with the AR updates?
I did, yup. I'll be updating this morning.
$150K wired into the bank, not sure from who though. Adair or Brad Lakin, Bowersox sent check.
And now I see a check deposit of $150,000. Andy said Bowersox sent a check, I assumed one for the total of the 4 invoices? I'll ask the bank for info on the check.
As for the Bowersox check(s), the bank got back to me and needs more info: check number, exact title of payer on check
The check might be Adair. Craig just said they sent a check
wire was initiated today. check was mailed yesterday
FYI, Flanagan says he just sent the remaining $50k via ACH
Can't log into the bank currently, they're working on it. I'll update once I can get in, if there's anything there.
Have access to the bank again, no new payments.
Hi Brian, here’s payment info from Ibrahim. They sent another wire this weekend.
I don’t see the U1134 on there. I’ll check with the bank in the morning, before it gets returned. I’ll send an email when I get home, so they have it in their inbox when they get to work.
I’ll send the screenshot to the bank, they can see if it’s there. I do see a wire ID, not sure if that’s it, but I don’t think so. They probably get that confirmation once the bank sends the wire. It starts with the 4 digits of the date.
Bottom line, 2U 01134 isn’t there. That guarantees the money won’t hit the account until the bank does some investigating.
Received a $100K wire this morning, not sure from who, don't see anything for that amount outstanding on the sent contracts file. Also received the second $50K from Flanagan, will send the update in the invoicing thread right away.
Damn it, I did it again!!! The $100K is the transfer from our Chase bank to the UBS bank. :face_palm:
why do we have other 2024 and 2024 on the sent contracts sheet?
Good question. I have no idea, to be honest. I've never used it.
i'm trying to create something that andy can open if he needs a quick answer in case it's like the middle of the night or something lol
So, bank got back to me on the Ibrahim wire. Big surprise, the 2U 01134 wasn't included so they didn't know where to credit it. For me, it's pretty clear where to credit, but there are several accounts at UBS. I'm not sure why they don't reach out to us when this happens, but it is what it is. I'm wondering if when you send the email you state in the email the 2U 01134, even thought it's highlighted. And even though most don't have an issue with including that. Anyways, we will be seeing the $50K in the bank soon I hope, and once I see it, will update the invoicing thread.
both for 50k. and yeah i think i'll add it in to the body of the email. and if that doesn't work i'll make it a dancing gif.
I'm referencing the one you sent the screenshot on yesterday.
I wonder if that means the second one will be missing that as well?
Can you get a screenshot for the one that wasn't sent 8/22, or were they both sent 8/22?
can you put a confirmation in the invoicing channel about that 1 payment?
I can do that. I wanted to wait until I see it in the account, but since the bank confirmed they have it, that'll work for me.
is there anything that could be done to the sent contracts file that would make it easier to use? i added a pivot table to see what money we received each day.
Nothing that I can think of, nope, not off the top of my head.
crazy question. do you have access to any of the old accounting people's emails?
I do not. Anything emailed to Debbie and Altonese I will get, but nothing from before they left.
it's on my calendar to remind brittany about reports this week
You're the one doing the invoicing, thus sending the report to Abe, so you go right ahead. 🙂
Good morning! Looks like we have an ACTS accounting contact now!
Can you send Cara copies of these ACTS invoices? 6319, 8449, 8450, 8451, 8452, 8453, 8454, 9471, 9472
I will find them and send them. Also, in looking at the Van Law stuff, I don't think I should void the $46,234 overage invoice, they were the ones to alert us to this, weren't they? I'll get rid of the $4.8M invoices we sent, but the overage, I'll keep. Unless you think otherwise.
That's why i was over there. I needed to find out how to word it
i figured out one part of the acts thing. i didn't realize you aren't able to put in a manual invoice number when i do their invoices. so i can match those up.
The weird part though is the older invoices have lines listed as other invoices.
Received $11,293.42 into Tort Intake's bank account from Ben Crump
i don't know how to make people look at the wire instructions.,
You can't. You provide the info, you highlight to draw their attention, beyond that, it's up to them. Unless you specify on the invoice or email you send that they are to call you when they are about to process payment so you can hold their hand and walk them through it. 🙂
do you have ACTS invoice 6319? it's the only one i don't have
I'll have a look, will email when/if I find it.
did you do anythign with the van invoices in the sent contracts sheet yesterday? I'm going to move them ito the cancelled/rejected tab
I didn't, no. I did delete them this morning from Yardi.
ok cool. i'm going to move them over to that tab and put a note in
The ones that said open on the file Andy sent
Received $200K, think it's an ACH. Lawrence Jones or David Van?
not jones. i just confirmed with Craig that he's not going to go forward yet
Okay, will update as such. Or can I wait until it’s confirmed? I always fear I give the wrong firm and it messes everything up.
Up to you. I can report that we got $200k today to just Andy and that’s fine.
Actually that one just let me know if it’s van. He’s sandy van’s brother
Okay, let’s do that. And as soon as I know who it’s from I’ll update.
this needs to be removed. Marc Barmazel Shield Legal LLC Brad Morris Law Firm PLLC Chg-6521 3/11/2024 03/2024 Contract - Contracts 100,000.00 - 100,000.00 Firefoam AFFF
On march 29th debbie altered the invoice to be 150k and that's what they paid
Okay, I’ll get it figured out in our system. Bottom line, they don’t owe anything, yes?
Craig says we can void the Larry Jones invoice. FYI
I don't see this on the Sent Contracts sheet, fyi. But I do recall you sending the PandaDoc out, correct?
🙂 Just finishing up my weekly report to Marc, wanted to be sure if I include it it's actually expected. Thanks.
no worries. the funny thing is i got the Chowchilla one in from that day.
Forgot to mention that we received a check from ACTS for $17,150, paying invoice 10814.
Email you sent indicates invoice 10089.
Ya, I forgot about that, remember the emails between you and them. Strange. 🤷♂️
Just had $1M wired into our account, Van Law?
That was my first thought, until I saw the Van Law on the sheet. Good to wait then until tomorrow morning, unless anyone asks.
andy said yes we're expecting 1mil. didn't say from whom tho...
just FYI, the $200,000 Larry Jones invoice is cancelled. The price went up and he backed out.
So ACTS says that they're not supposed to be billed for VSS services. I think that might be what a few of the open ones are.
I saw that email. Since when? The last VSS charge was for February it looks like. I know they're being billed similarly to Bailey Glasser now, but that only just started. 🤷♂️
do you have copies of these Ben Crump invoices? Chg-8795 Contract 6/18/2024 06/2024 48,939.22 - - 48,939.22 - - 48,939.22 Chg-8796 Contract 6/18/2024 06/2024 47,121.80 - - 47,121.80 - - 47,121.80 Chg-8797 Contract 6/18/2024 06/2024 47,138.48 - - 47,138.48 - - 47,138.48
do you have this invoice? Bailey Glasser 2 Current Chg-8342 Contract 6/6/2024 06/2024 73,100.00 - - 73,100.00
^once i get that i can send you my AR updates
Buenos Dias! Did you have any questions about my notes on the AR report?
I'm sure I will, but haven't had a chance to go over it yet.
who would be the best person to ask for email backup on the ACTS VSS situation? we invoiced it and they said they don't have to pay it.
Thanks for the reminder. It's Van Law. I can't see the thread where the request was made so I can indicate payment received. I know they're usually not done in the invoicing thread.
i'm good to do the payroll invoice for crump right?
Crump is good to go, Cam doesn't approve.
Received $143,199.50 in the TIP bank from Ben Crump, paying the 3 oldest invoices.
this is where we are % wise with the Ben Crump payment factored in
I haven't had a chance to look, maybe the backup for the ACTS invoice you messaged about is in here? I'll keep looking for something on this end, haven't found anything yet.
yeah i was digging around. i think i'll have to put it together
Never mind, think I found it. I'll email it to you.
i was hoping you had access to the original email lol
Oakwood legal said they wired us $10k yesterday btw
Not seeing it yet. A wire would show up almost immediately. When they say it was wired, let's get the FED # so I can reach out to the bank and have them investigate. You know what the cause of it not showing up is though, the 2U 01134. 🤦♂️
I actually do recall them sending a check for the last invoice now that he mentions it.
cam means this guy right? drochen@actslaw.com
I guess so, I don't recall any Doug's on emails to them. I've seen a Danny, not a Doug. 🙂
But if it's an ACTS email, must be him.
Dumb question, did we get the August report from Brittany?
i've overheard some stuff. i'll bug her tomorrow
Okey doke. I just saw here coming out of Shellie's office and it reminded about it.
i overheard her say she's working on a report all day for DL.
so i haven't invoiced ACTS for the month yet because i found an issue on their backup stuff. it will probably be tomorrow.
Ya, I've been expecting to see it as well. I'm refreshing the bank site constantly. 🙂
i'm not sure why that dude had trouble wiring us and needed the other info.
🤷♂️ Maybe because it's coming from a Canadian bank? That shouldn't matter though>
wait actually i think i do. i think he's canadian.
Good morning. $8,500 from Sokolove and $3.5M from Flatirons are in the bank this morning.
Also received $13,650 in the TIP bank from Van Law.
any updates from the bank regarding Sean's request for more wire info?
Nothing yet, just getting back to looking into that now.
I'm waiting on Cam to get back to me on the VSS question i asked FYI
hopefully he does today so i can get everything invoiced.
anything on the wire info? i feel like an impatient kid lol
🙂 I've called and left a message, it's not like him to not reply by now. I'll keep you posted.
i've invoiced all the vss i can invoice without the check from cam
the payroll stuff, i sent Crump's out. I do BG too right? that's the only other one i see i've sent before?
but i dislike gmail for work stuff lol. i can't find anything
No, BG is the completed interviews format, Cam tells you/us how much to bill, based on the reports showing the interviews.
I've emailed what you sent for July, as a reminder.
I just couldn't remember. So with BG.... i'm waiting on cam to check his count
yup yup. i've counted juv hall like 5 times and i keep getting 290
Thank you. i'm guessing i downloaded before i saved everything.
should i check in with brittany again? we've got that meeting monday at 9:30
Up to you. Really, Monday? 😱 If you do reach out, just let her know you need it for that meeting.
good morning! Did you get anything from Brittany?
i put it all over the place to use the reference info too
I am missing the DiCello Form 95, Paraquat, and Hair Relaxer, the Bailey Glasser VSS for August, and the ACTS for August. The Bailey Glasser and ACTS are for the VSS reports we were sent, I believe you were waiting for Cam to give you the numbers to bill for? You are joining the call at 9:30, yes?
for Juv Hall. Give me a minute and i'll get those numbers.
trying to figure out what the heck happened with ben crump too lol
He also has to give you the how much to charge for each as well.
i've got it gimme a sec. i'll give you the numbers
BG = 188 Juv Hall @ 450 ea = 84,600 ACTS = Juv Hall 41 @450 ea = 18,450 ACTS - Chowchilla 54 @ 410 ea = 22,140
coming to your office for the call. it's noisy over here and there's a new guy
Yes, that's exactly what it should be. 🙂
So Cam says that Ben Crump invoice for MVA Torticity Texas was paid in March
Okey doke. I'll get it off the report and out of the system.
what all am i supposed to tell? That we'll run his payment? Making sure i heard right.
Yes. I'll send you an email I've sent in the past.
i was thinking he got sent the wrong thing but it's not?
Just looking at it now, not sure what the heck, I'll have to look into as well. Weird.
they haven't paid the one you sent for June though.
Yup, I did. Set a reminder so I hopefully won't forget.
Those BG invoices, Jonathon's email, those invoices were as per Cam, he said what to bill and how much per interview if I'm not mistaken. Not to say it's right, the backup is what I'm assuming they're referencing as far as TPMB, DL/BG, etc. I'll look for the messages/emails Cam sent as to what to bill.
I don't know what to say, I got nothing.
I did not, he asked for it to be done 9/20.
i would have seen that if i pulled up his email again
I haven't heard back from Marc after I sent the report yesterday. Either he hasn't had a chance to look yet, or he was fine with my explanations. I did indicate we should have resolution on the over 60 plus this week, as you've been communicating with the firms in question. But 51% over 60, ouch.
i need to finish VSS invoicing today and they're my two that i need to tread softly with
i'm like how the heck do i invoice BG lol. I'm going to message Cam about it
Exactly. Now did he actually look at the backup or rely on someone else that it was accurate?
wait we've already been chatting. oh i need more coffee
So i just talked to Tony about Dicello. I'm going to send the backup for August for Abe's approval and remind him about June and July.
FYI, I'm working on getting the into to Sean, as per his email. I'm just waiting for the bank to confirm the address and I'll reply to Sean's email.
Saw the email, what am I looking for? As per Tony's email, what should be taken out? If I'm reading his email correctly, you are removing the Crump-TPMB, Crump-Slater, and New Jersey Juvenile Detention Abuse and pulling DL from the IL Juv Hall Abuse - DL/BG-Flatirons-Shield Legal, yes?
i just need some extra eyes making sure i got them all
ok so in the email from Cam for VSS, he says the count with Flatirons. Do i invoice that to flatirons? He's never said with Flatirons before lol
Flatirons is supposed to be billed to Shield.
13 lines. dude making a big deal out of 13 lines. making it sound like 400.
The interesting thing is it's not like all the same cases follow over into the same month. i think someone is manually dragging BG as the classification and they're getting caught.
Anywho... time to microsoft paint some corrections.
And I think a good double check after you and Cam is not me, should be someone with more knowledge of what they're looking for, Tony, Alan. Just my two cents.
extra eyes are extra eyes. whoever is best. 🙂
Shake it up and it's a surprise person every month
Ok, outside of BG i've got ACTS and Lakin left for the VSS invoicing
Saw Cam on my way out, says he’s going to move the meeting tomorrow to 1:00.
i was worried you were going to say 3 because i have a dentist appointment lol
buenos dias! did you hear anything else from Cam?
Sorry, I assumed you got the invite as well, my bad. I didn't even check who he sent it to.
i did. i just didn't see it. it was buried in all the intake emails
Received $18,298.58 from Ben Crump. Paying invoices from 6/24, 8/22, and 8/29. But didn't pay invoice from 8/7. 🙂 🤷♂️
maybe they are still reviewing that one or something
BG looks fine to me, and if Tony's fine with it then so am I. 🙂
have we ever sent a call center invoice to Lakin/AFG? I'm not sure which one of them i should send it to lol
all my notes have it as Lakin/AFG and they've BOTH made payments on the campaign
Are you talking Shield or TIP? They're not set up in TIP.
only invoices left for me to send are Lakin and BG
And just to confirm, the Ben Crump invoice you just sent, that was for last week, right? Week of 9/2/24 meaning the start of the week? If so, which I recollect is correct, I won't include on my report for today's meeting, it's September.
in case my questions don't get answered today, Lakin - $9,450
i'm going through copper and making sure all payments have been logged too. I'm fairly sure they are
What's the Lakin one? TIP? For what? August call center, or something more specific?
Still meeting in the Stormtrooper room? Which one is that, closer to the front or back of the building?
Closer to the front. From your office it would be the one that’s all the way down the hall on the right
fortunately my dentist called and asked if i could do 4 instead of 3:30 and i was like "YES!!!"
Oh ya, right. Already forgot. :face_palm:
It was Goldwater that switched to $142,500, right?
ugh i forgot to change it in the sent contracts sheet
hey @Brian Thiessen can you send me your updated tip payment/invoice file for august so i can make sure we match? I'm pretty sure we do.
"August TIP Revenue" that's it. i blanked on the name
Sure thing, I'll send it over shortly.
Nope, but it's for August, so it's on the sheet.
I guess i'll invoice lakin and if he's like "oh AFG is paying" i can just send it to them.
Ok found something off in the file - ACTS for August - $36,490.00
maybe that was last month? i can't remember lol
Just emailed it to you again, it looks like I didn't save what I had added and sent you the one from Monday. :face_palm:
Couple of minutes. He’s not on the phone this time lol
Can you download the AR report in a CSV file or is the way you send it the way it downloads? Trying to figure out a good tracker for Cam where he can see notes and what's been done.
Yardi only lets me download as Excel or PDF.
$750,000 wired into Shield's account, any ideas as to who sent it?
Good catch, but I don't believe so, nope. At least not that I'm aware of. It does have a FED #
do you have a report that shows how much we're received YTD for shield? I was going to make sure we've got everything recorded. Because i'm paranoid lol
i just asked cam if he's expecting flatirons money
Just emailed the cash receipts for 2024. Let me know if you have any questions.
Seems that way. Wonder how Cam’s taking it.
I'm sending an email to Cam, you, Tony, and Alan.
the problem is, everything is coming from Lawruler.
Ugh is right. :face_palm: And I agree, it should be accurate. That’s why I don’t want to be involved as any extra set of eyes, I’m no expert on any of this. 😑
do you have that report for TIP too? i think cam wants us to do both
I’ll put something together, for sure.
i'm breaking right now but i'll start working on something in a bit
$150K wired into Shield, for sure it's Banafshe?
he just wired it and confirmed with me that he sent it today
I will record and communicate it's been received. And I just sent you the TIP report for cash receipts.
Thank you! I'll send him a text that we got it
and thank you! i just reconciled the sent contracts doc with the GL and that's all matchy matchy now
morning! i am not touching anything BG with a 10 foot pole until everyone is happy lol
Hey @Brian Thiessen, this one is cancelled.
Lawrence Jones/Jones Ward PLC
Lawrence Jones/Jones Ward PLC Chg-9487 Contract 8/13/2024 08/2024 200,000.00 - 200,000.00 - - - 200,000.00
Total 200,000.00 - 200,000.00 - - - 200,000.00
dude isn't paying any more on anything right now
Okay, thanks for the update, I'll get it out of the system.
yeah communication isn't always so good with these. it'll get fixed
so i just found this. the invoice she sent looks like this:
Okey doke. 🙂 Having a fun day are you?
ok so per cam, that one needs to stay open. they owe it but we're not going to collect on it right now
Also received a check from ACTS, $9,942, paying invoices 10088 & 10089
Like I said, they're current after mid-June
Not when I checked earlier and now the bank website isn't cooperating. 😡
Kinda sorta working now. Ben Crump wired $72,121.95 for invoice 10924. Still haven't paid older invoice 10087 from 8/7. 🤷♂️ Not worried though, they're obviously very good at paying.
yeah. i wonder why? i'll double check it i guess
Yup, always nice to get that much money into the bank, that's for sure.
Did Ibrahim forget you invoiced them again last week?
Based on the email they sent I'm guessing so. :face_palm:
Saw the email from BG, great job, what a relief I'm sure. 🙂 Also, do you know when we might expect another payment from Flatirons? Just trying to forecast the next few weeks.
yeah i was shocked! Alan came up and was like "DID YOU SEE THE EMAIL!?!" lol
it would be nice if BG paid that $300k like tomorrow
did you sort to flatirons on the sent contracts sheet?
It sure would be nice, yes. 🙂 And no, I did not, that was not me.
cool. that means we got some flatirons money coming i bet
Yes we did. We can go home early today. 😄
Do you have an updated list of payments received for reconciliation? Or was it just $250?
I'll put something together, just working on something for Cam right now.
No worries. If it’s like not much this week then there’s not much of a change from last Friday for my thing I bet
The only other payment received so far this week is the $10K from Oakwood.
I told cam and Andy that we’ve got almost $1mil in open invoices for September
I did charge the Dishowitz credit card for that Brandlytics invoice.
it's all funky now thanks to bailey glasser i bet
I don't, but I can run one real quick. As for BG, I still show the same invoice numbers with the revised amounts.
k i'll double check it. he had me put everything on one invoice and i was hoping they'd pay today lol
one more question... do you have the tip payments for september?
i can add it in if you just have the amts handy
here's what i've got with the ben crump and acts payments you mentioned from earlier this week
buenos dias! did we get that wire from Flatirons?
Not when I checked earlier, checking again.
hi @Brian Thiessen did you log the 2.5mil from flatirons? if not i can
Received check from ACTS for $11,162, paying invoices 11001 and 11002
Oops, there was a second envelop as well, another check, $36,490, paying invoice 11011. Why mail separately? 🤷♂️
maybe they forgot one and tried to break into the mailbox but their arm was too fat?
so my bad news is that i don't know if this will get paid
Champions for the Injured LLC 1 Current Chg-10287 Contract 9/12/2024 08/2024 9,450.00 9,450.00 - - - - 9,450.00 Total 9,450.00 9,450.00 - - - - 9,450.00
Long story short... they got set up for VSS and never approved it.
Bummer. At least it's not a large amount.
good morning! Are they looking for shield or shield and TIP?
and TBH i don't think i can share case names with these guys?
I would think only Shield. Let me ask Al about the other question.
i can probably when them up basic invoices that don't have information but i don't think i can share what we send since they're contracts in a way
I sent the Simmons and Fletcher one to Al, so he can see what it looks like and can ask the bank some questions based on that. And then we'll get Cam involved if need be. I explained your concern, so we won't send anything until Cam is aware.
like Makarem, there's nothing for that dude for july/august. we stopped doing business with him
Got a second? If so, please come over, I have Al in my office.
Received $11,811.06 from Ben Crump for invoices 11000 & 11012
It's replacing the Paid vs Spent report Ryan made
Going forward, we've got to use the lookerstudio one
Good morning. Have we gotten any checks from Oakwood? Kind of surprised we haven't gotten one yet
will have as soon as i can. I'll do a zip file
i might need some help with sokolove just because of how he's invoiced.
i'm not sure if everything is in panda docs. obviously i can find what i sent lol
Of course. 🙂 Just let me know, happy to help.
i can extract stuff from pandadocs so that's cool.
i just need anything without those dates lol. i'm starving and gonna go to lunch btw
Although it's just one, you can exclude the last one, as it was invoiced in September.
cool. i've got the file ready. Sokolove is all that's left.
anywho, off to lunch! i'll do andy's invoice when i get back too
I did not. I thought that was the list of what you have. What were you asking? 🤦♂️
lol that is the list of what i have. should there be more invoices?
Let me have a look. I was in the middle of something, just finishing it now, so I can take a look. Sorry.
I tried deleting the strikethrough ones, stupid Adobe wouldn't let me. This is all charges for 7.23-8.24 for Sokolove in our syste.
Lovely. Not sure how they were invoiced then. I won't be able to find them prior to when I started in December last year. May have to get Joe involved to pull from previous employees files.
i'll double check too. maybe whoever did them was high and put them under something else
Ok, i'm going to dive into the sokolove invoicing again lol
ok i highlighted the ones that i just can't find.
is it possible someone used the system you used for TIP invoicing?
That zip file you sent has messed up my inbox. 😞 Is it possible to re-zip, one for each firm?
Do you know why Cam asked the bank to track the $2M payment from Flatirons? Maybe he didn't see that I indicated we've received it?
Okey doke. The bank has already replied that they're seeing it in the bank. So all is good with him then I'm guessing. 🤷♂️
yeah. weird though. maybe it's because the last one took a little longer?
I'll update Bay Point as soon as I see the $200K. Isn't there another invoice they're to pay for, $250K?
Okay, just making sure. 🙂 Also, do you have an update I can provide Marc on ACTS and BG when I send him the weekly files I send him?
nothing yet. Cara said she's still catching up (ACTS).
Haven't heard from BG. kind of walking softly there for a minute thanks to the issues we had
I hear ya. I won't say that, Marc's not one for anything short of when are we getting our money. 🙂 I won't put anything in the email regarding that, will wait for him to ask, if he does.
Just tell him they didn't respond to my request for updates last week (BG) and i'm following up again this morning.
ACTS i heard from her on thursday i think it was.
I'll "forget" to say anything, and maybe we'll have an answer by the time he asks. 🙂
can you send me an updated AR report when you get a minute?
Perfect timing, just finished. Emailed to you.
Received $13,903.61 in TIP's bank from Ben Crump, paying invoice 11019 from 9/19.
he hasnt replied about that older one. so something is up with it
I just found out that a Ben Crump employee hasn't been charged on their monthly invoicing, she started late May. How do you think we should report this? I was thinking of one charge on the September bill, showing the breakdown of her wages going back to start date. Does that make sense?
yeah that or put her separate tab showing a by month breakdown. i can explain to jon in an email.
Ya, I'll do that, show September's actual, and then somehow show the previous months that weren't billed. Surprise to me, Nsay from payroll emailed me yesterday saying she just found out. 🤷♂️
Which tab on the crump file do i send them for payroll? I feel like that's where i made a mistake last time. or i just opened an old file i dunno. lol
TIP View. I should remember to just send you that one.
so we only got Ben Crump TIP money this week?
Correct. And we did receive in Brandlytics bank $142,782, which is also Ben Crump if I remember correctly. This was deposited yesterday.
who was it that wasn't on the payroll for ben crump? i'm working on that one now
Does this look right? Or should i invoice the pay for Ariana separately?
I would do on one, and explain what we've done.
I like that, draws attention to the extra charge.
Received $45K in Shield's bank, would this be that Sean Jimenez invoice?
So we owe ACTS a credit of 2074 (they owe us but... duplicates). I was going to create a credit memo/invoice for them but i wanted to see how we've done that in the past?
i'm not doing a credit memo for 42k. because that's VSS and i need to see if alan/tony have an update from that meeting
I don't recall seeing that in the past, so you create however you'd like to create. 🙂
Was he part of its creation, aware of it in any way? What is the credit for, anyways?
"There are also 4 leads called “testing”. There are 13 duplicates and 4 testing x $122 = a credit due to us for $2,074.00"
i double checked it and it looked right but i'm waiting a bit to send. i've had a migraine for a bit and i don't trust myself lol
so it's the past due chain with ACTS. he's not on it but you are
it's not. i'll double check it before i send it. but it looked right.
hi @Brian Thiessen! Check out this link. It will be easier for you to see notes in real time on this week's AR report i think.
Thanks. I'll figure out a way to update Marc that'll hopefully not put him in a bad mood. Wish me luck. 🙂
I'm actively working on ACTS and have talked to her a few times a week. Last week was a little hectic and i still need to send out that credit
I'm hoping that i hear from BG today or tomorrow
Ya, ultimately, it's up to Cam, and I let Cam deal with the emails from Marc on last week's report.
gotta bug cam and doug again about the VSS stuff. but... improvements....
That's great news, now I can send my email to Marc, with that update. 🙂
Marc's already replied. His response, "Why is ACTS sending checks. Ridiculous. Cam, get on BG". He's never happy. 😄
Yup. And if I recall, there's a specific reason why ACTS does, or maybe it was someone else. 🤷♂️
i think another dude's reason was "i don't trust banks" or something like that
which elicits this response when you think about it
hey @Brian Thiessen, did we get a payment from Simmons & Fletcher or Paul Cannon? He says he sent it on the 26th
Who's Paul Cannon? I see no $100K payments from 9/26 until today. If they sent wire, must have been missing something and returned? If wire, get FED # and I can check with the bank.
So i just sent a secret invoice per cam. It's for 100k. When we get it, please message me and cam only. 🙂 I'm not sure if it will come from a place called Meridian or something else. I'll let you know.
Here's the number Precious got from Paul Cannon - 0926K4QLA01C001860
Is Paul Cannon part of Simmons & Fletcher?
No, just saw it so will send to the bank now. That is the FED #?
also, lakin wants to know if he can out $50k on a credit card
For Paul Cannon/Simmons & Fletcher, what bank did they send from? It's one thing our bank will ask.
As for the credit card, I'd ask Cam. But keep in mind, we charge 3% because we'll be charged 3%, just like for Dishowitz. I assume it'll be 3%, it is on his $10K.
random question. do you have payment/invoicing history from 2022?
We should, just not sure how descriptive it will be. What are you looking for?
miller asked for how much they've used from 2022 to now. basically the campaign history for CA Juv Hall
I can probably tell you how much we received from the, that's about it. And who's Miller?
D. Miller and Associates. They work with a lot of firms though. Like Van, DK Law, Goldenfarb
I show a D Miller in our system, billed, and were paid, $125K total, all posted as 12/31/2022
i've asked for a list of other firms they would have worked with on the case in 2022 so we'll see if there's anyone else.
do you want me to update the payment for simmons & fletcher
Sure, go ahead. I was busy revising those sheets for Ryan. I did check the bank and it wasn’t there yet, but obviously will be so go ahead and update. 😊
Just out of curiousity why the secrecy on the Meridian invoice? 🤔
no clue. kinda feels like we're in a secret club tho
I would like to say yes, but probably not. If we still haven't collected BG he'll focus on that. And if that's dealt with, he may focus on the other over 60 stuff. I'm not saying he won't be happy, but he probably won't share that with us. 🙂
Jon Becker is roaming around. i might corner him at some point
I see a $100K wire, Meridian? There is one other $100K invoice, to Hart McLaughlin, but I'm guessing it's not them?
so we are going to be getting 3 payments from Kugel Law. $25k each i believe
Okey doke, I will watch for those and let you know when i see them.
that's one of hers lol. i'll break it up in the sheet
Received $63,515.82 into TIP's bank from Ben Crump yesterday, paying invoice 13003 from 9/30
that and the acts payment are all we've gotten for tip so far this week?
i hid that secret payment yesterday so the numbers stay up to date. it's a locked row
i also gave it the name "Firm" and "Campaign" lol
I see another $25K wire and a $50K deposit with no description at all, the line is blank.
I was wondering, but I can't think of a transfer we made for that amount.
I figured. At first I thought the 50K was, because it was the only deposit of the day, knowing they still were going to send that amount, but then I remembered it was gonna be 25K each.
that 25k is definitely kugel. she confirmed she sent it.
that 50k might be these guys: Hach Rose Schirripa & Cheverie LLP
they split 100k for the campaign with Marsh Law. Marsh paid on the 8th
Okey doke. We'll see what shows up in the description when I check in the morning.
Ya, unlikely, but I like your thinking. 🙂
Okey doke. Sokolove sent $22,500. and the $50K still doesn't say who it's from, just 1009MMQFMP2M027890. It's probably a FED #
Received a wire of $157,500, must be Nielsen?
*Thread Reply:* @Brian Thiessen this was nielsen right? It wasn't updated in the contracts sheet so before i put in a date i wanted to check
*Thread Reply:* Yes, sorry, it was Nielsen.
I just asked the bank if they're able to tell me who the $50K is from. Not sure why I didn't think of that earlier. 🤦♂️ Also, if you could get an update from BG for their outstanding amount before I email Marc on Monday, that would save Cam some grief I'm sure. 🙂
i just reached out to Jon @ BG again to follow up. No updates yet. he might be travelling today though so hopefully i hear something later
Hopefully. Although unless I can tell Marc the money's been wired, he'll find a reason to be upset. 🙂 I did record the ACTS check we received, even though it's not in the bank yet, just to get those invoices off the AR report. And I'll tell him the check they're sending, or have sent, is another $78K.
as much as i'd like it, i can't go write a check for bailey glasser to send us lol
Good morning, please send the numbers so I can complete the September revenue for our meeting with Cam. Correct me if I'm wrong, but i need the DiCello stuff, BG VSS, and ACTS and anyone else for September call center. Thanks
yeah dicello is just hair relaxer this time. - 71
Cam did weird amounts on the sheet. i've asked for clarification so i can invoice.
The ones highlighted are what they should be at the rates he gave. I only get the numbers he had if i do 400 or 325 for chowchilla.
want me to join you in your office for the financial meeting?
Never mind, I do see it on Friday, my bad.
did the financial meeting ever get rescheduled?
Yup. I just forwarded to you, didn't realize you weren't on it. Cam's already asked to start at 1:15 now.
lol that's good for me then. i'll eat and come over
Okey doke. The email I sent was returned. 🤷♂️
that's weird. i just sent myself a test email
do you want to update the invoicing channel about nielsen or shall i? doesn't matter to me. 🙂
Why am I not seeing this in the invoicing channel? I'm looking at September 30, that was when these were sent, yes?
eeehhhhh it got sent via email. i think andy or i forgot to put it in there.
Ahh, okay. So I'm not losing my mind, whew. 🙂 Safe to update in the invoicing channel?
it's only like Van and super secret people that get the "it never happened" treatment
is there such a thing as a bad payment? i guess if it was like.... negative... or sketchy
🤔 Nope, money's always good. We don't do sketchy. 🙂
Nothing yet, nope. And I just sent you the AR Reports with the invoices the new check from ACTS is paying. Also received $12,430 in the TIP bank. The description is blank but I believe that's the Van Law payment for their outstanding invoices.
that acts payment does help the aging. now just bailey glasser....
Yup. Marc never said anything about it this week, let's hope he won't have to next week. 🙂
Received 2 deposits, no description, $500K and $50K, must be either Crump or NSPR?
best guess is NSPR just because she was working on it
Another $500K and $50K deposited into the bank, again, no description. I'm sure they didn't post twice in error, will wait and see what the description ends up being.
I'm sure. Yay. I've emailed the bank, maybe they can tell me today so we don't have to wait until tomorrow.
Also received $25,938.93 from Crump, paying invoices 10087, finally 🙂 and 13002.
YAY! i was about to email him too about 10087
Bank confirmed, Ben Crump and PR Law Services for those $500K and $50K deposits
Received $150K into Shield bank, no description though. Also, if Lakin sent an ACH when he said, I'm pretty we should see it by now, but nothing showing up. Maybe reach out and ask him for the info, when they sent, confirmation number, bank they sent from? It shouldn't take this long, I don't think.
Yup, figured was one or the other. I’ve emailed the bank, see what they come back with.
$80K deposited into Shield bank, Oakwood?
Since I last checked, not too long ago, yup.
let's give it a minute or so. he hasn't viewed the pandadoc yet lol
I bet you that's the last check they sent, we had to send to UBS. That took way too long for them to post it to our account. But ya, that's what that's gonna be, which makes way more sense than them wiring the money.
No description yet, but that's gotta be what it is, the ACTS check for $19,762 just showed up in the TIP bank too, they were sent the same day.
AS per the bank, the $150K is from Forman.
Another check from ACTS, $10,064, paying invoices 13000 and 13001.
Yup, just the $29,975 invoice you sent the other day, and the 2 they're disputing, the 12/23 and 1/24 VSS invoices, totalling $31,433.64
So on that invoice, it actually says "WIRE INSTRUCTIONS" lol. like at the top. "Wire instructions at bottom of invoice" lol
Replying here so i don't get paranoid that i included brad accidentally.
I know. Which is why I asked you to reply, not sure I wouldn't come across a wee bit snarky when mentioning that.
HAH! i didn't see that part where you asked me to reply. i just saw a giant facepalm lol
is there any way to see if our bank will let that ach come through?
Not possible, the info they used was for a wire, the ACH info is completely different. If it's an ACH, has to be sent to the correct info, same as for the wire.
"Hi Brad,
We always have just the wire instructions on the invoices. There's been some confusion in the past and the best solution was to just have the wiring information on these invoices. We can probably add a line that reads "ACH instructions available upon request" or similar.
I'm working on getting everything updated with your campaign so we can make sure we don't have delays while this ACH is getting sorted out."
Have you gotten any response from Meadow Law at all, when you've sent emails regarding their outstanding balance? I'm about to send the weekly file to Marc, want to provide him as much info as possible. And for BG, still just waiting for the finance team to send the money, yes?
Still nothing from meadow. Going to find another contact And or escalate to cam And Andy for help.
And yeah Jon at BG told me we should be getting paid soon
I'll have to figure out how to word the BG one, Marc's already been told payment is coming soon. That was a few weeks ago. 🙂
here's what he sent me last week: The past invoices are with AP also. They are in the queue to be paid.
I just said in my email payment coming, likely this week. Hope I'm right.
@Brian Thiessen can you call him so you can run the card? If you need me to call and just get the info for you to run later let me know
I'll call, I'll reply to his email and let him know I'll be calling.
And we want to charge the full amount of the invoice now, not when he asked us to?
we've got a firm that wants to pay their invoice via cc. what's the best number for them to call you at to do so?
Sean's already reached out, I gave him my cell. $200K on a credit card? 😲
like WTF is this one of those secrete black cards with no limit
Just so you know, we haven't received the $50K from Lakin's card yet, I needed to send some supporting documents. That was Friday, haven't heard back, so should be good, just waiting for the money to hit our bank now.
like verification that he didn't get scammed?
$250K deposited into Shield's bank, no description whatsoever, but likely Bay Point, yes? They're the only $250K invoice not paid.
yeah i think so. let me see if they sent me a payment confirmation
last thursday they told me they were planning to wire it on friday (10/18) so yeah i think it's them
Okay to wait until the morning to post in the invoicing thread? That way it'll be confirmed by the bank.
Huh? What? 🤦♂️🤷♂️🤦♂️ It is what it is. 🙂
Also received $11,244.17 from Ben Crump, for invoice 13018
anything you think we need to do to prep? aside from charging my laptop?
Nope, not that I can think of. It came up in a meeting we had with Cam/Marc yesterday, Cam wants to walk us through to ensure it's as accurate as can be before it's sent to Marc.
makes sense. especially since i still need flatirons allocations
Received another ACTS check, this time it was FedExed instead of mailed. $29,975, paying invoice 14017.
hopefully that means they'll stay current-ish
That keeps them paid up. other than the 2 old ones they're disputing. This was the last current invoice to be paid, so hopefully they do keep that up. 🙂
HOLY COW! The Lanier Firm called me to confirm the wire instructions and she's going to let me know as soon as the wire is sent AND give me the confirmation #
$50K in the bank, no description, Lanier most likely?
probably yeah. they're going to send me confirmation
cam's running behind on getting me allocations. i'll make sure they're done as soon as i can get them don
I'm gonna go ahead and consider that $50K from Lanier, you okay with that?
maybe? just because crump might have been sneaky
Hey Brian I still haven’t gotten distributions from cam
with the exception of DL/Flatirons, all payments are recorded. Most everyone is in positive balance with the exception of usual suspects.
I'm not even sure. And as far as sending, I didn't realize I had to, he has access to the dashboard. I'll have to ask Cam.
i think it's more of you say it's accurate or something
weird how'd they get the chase info when i sent UBS? lol
That's what I figured. At this point, I can't even see the dashboard, have reached out to Ryan to get access.
Ya, I thought the last payment(s) BG sent went to the UBS account. 🤷♂️
How familiar are you with the Paid vs. Spent worksheet on the Shield dashboard?
Just curious. Marc hasn't asked about it yet, I'm trying to look it over and get familiar with it. I just wanted to know who I can ask questions if I have any, sorry, when I have them. 🙂
oh ok cool. ask me. 🙂 if i don't know, then Ryan
Gotcha. I'll definitely need a tutorial on it, where everything comes from, etc. But like I said, just trying to understand it first.
I emailed Marc/Cam the weekly report I normally send and Marc emailed Cam "Where is paid vs spent number??" 🙂 Cam's reply was that he had problems with the database this weekend and he needs to do the reconciliation on Flatirons. He also said this is on him at the moment.
Received $27,250 from Sokolove. Also received $500K, I'm guessing it's Crump's from last week, since Cam only asked to send that Chowchilla invoice last night. 🙂
Nahhhh, Flatirons doesn't even get out of bed for $500K. 😄
so i've been bugging cam about those allocations.
I'm surprised I haven't seen anything from Marc asking about that report. 🤷♂️ Do you think you'd be able to give me a tutorial on where everything comes from to produce that report? Is it all from Copper, other places as well?
so i need cam to give me allocations so it all shows correctly
if he could give me an SOP on how to do that, i'd be able to take it off of his plate and apply when they pay
like he gave the general instructions on what to do
i thought about just doing a draft and sending it to him to review but i didn't know what the reaction would be
I reached out to the bank about the $500K, believe it or not, it's Flatirons. 🤷♂️🤦♂️
Received $7,935.83 from Ben Crump for invoice 13025
did you announce the flatirons in the invoice channel?
I think it’s time to update the invoice process for shield pop
$100K just showed up in the bank, gotta be LegaFi?
Nope. And I reached out to Sean to let him know, this was his reply: "the firm wants to speak with a referral first, which is coming from Andy, and/or they want to speak with Andy/Cam
trying to arrange that so we can get this done"
FYI, about to send an invoice to crump that needs to stay out of the invoicing channel
you know... for something that seemed urgent it's no longer feeling urgent
Oh, that. Ya, seems unimportant, for sure. Unless I add to the AR report and Marc has all kinds of questions. 🙂
you wouldn't happen to have any old AR reports or info about payment applications on Dicello stuff eh?
And FYI, another $500K and $50K hit the bank, waiting to hear back from the bank on who they're from?
it's all the stuff highlighted on that history sheet
Going back to DiCello, our records aren't very informative, just the campaign normally is listed when we post the invoice in our system.
i think i did ok tracking down a lot of that stuff
it's just the highlighted stuff i couldn't figure out
i'm not going to look at it again for a bit lol
did the bank ever confirm if those payments are from crump?
They haven't yet, no. They're usually a bit busier in the afternoon I've noticed, hope to hear from him soon.
Which campaign should I post the $500K deposit from Ben Crump to?
Received another $500K, has to be Crump, there's only two invoices outstanding for that amount, both theirs.
I think he’s traveling tho so we might not get an answer today
i updated the spreadsheet when cam said how to apply btw
Can the payment be announced in the invoice channel, I don't see CA Juv Hall in there for Ben Crump?
as you've noticed, i'm trying to get Cam to say something about PvS
Where are we at with the PvS, by the way? Last week when I sent Marc the weekly revenue/AR reports, he emailed Cam right away asking where his PvS report was. 🙂
Marc is asking where PvS is, is that on me?
It’s pending Cam’s approval. Maybe if you ping him in the channel he will reply?
He copied Cam on the email, that'll get a response. 🙂 He's also asking why does ACTS still owe from work done in January, February, and March and why does BG owe a ton from July through September and why does Meadow owe a lot from August & September? 🙂
My understanding with meadow is they’re trying to get the funds or something. BG disputed their invoices and now said these are approved. Not sure why they haven’t paid the others when I sent them all together.
I bugged acts yesterday and I’m waiting for Doug to reply.
They're not big enough of an amount owing for him to ask about. 🤷♂️ And I will let him know what you've said, we'll see how he responds. He'll just yell at Cam I'm guessing. 🙂
And I guess is Marc is asking for the PvS report, he doesn't just look at the dashboard. I'm thinking/wondering, if it would be a good idea to go over it each week before I "send" it to him. 🤷♂️
yeah that's 100% why i created the PVS channel and have the report as a shared file lol
Me neither. And he doesn't really yell, just adds a few exclamation points at the end of his request. 🙂
the process is supposed to be 1) i pull the report and go over it. make adjustments. make sure payments are logged etc. 2) i tell ryan to do a resync. 3) i check it again. 4) i send to cam and he tells me what to adjust if anything.
So the one you just shared, that's as of yesterday?
it kinda feels like ryan and i are the only two that use the PvS channel lol
I do look at it too when a message is sent. 🙂
yeah i figure you do but i don't tag you with an action lol
I've replied to Marc about the outstanding amount questions he asked, curious to see his response.
I'm working on BG. i'm kind of tip-toeing with them a bit because they got so upset about incorrect VSS stuff. like yeah we messed up so i'm just being gentle for now
I'm contacting him today to review our VSS report and approve the backups before i invoice
Marc's reply is "Cam, this seems problematic with ACTS. Can you please get involved" Cam's already replied that he will ASAP.
i asked Cam for help on ACTS too. no idea why Doug hasn't replied to me
Probably doesn't feel the need, until Cam asks him to. 🤷♂️
@Brian Thiessen did i get this right this time?
do you have info on the credit we issued ACTS for one of the VSS invoices? I'm trying to find it but can't. Cam's going to help
this one: Current Chg-5824 Contract 2/7/2024 02/2024 1,705.75 - - - 1,705.75
Yes, the invoice looks to have been $10,747.53, payment of $9,041.78 shows as being paid, resulting in the $1.075.75 balance remaining. Let me see if I can find more info on it.
i appreciate it. i just need to send the explanation to cam
hey @Brian Thiessen did you ever hear anything about the PvS report?
like is it just a specific Cathy or all Cathy's born in 2002?
random question - you wouldn't happen to have ACTS VSS backup files from December to February would you? I'm just trying to see if the invoices were just for the contracts or for the people.
I haven't seen anything like that, no.
🙂 At the moment, PaidvSpent is all I can think of.
yeah definitely on the list. i got ACTS VSS drama. VSS pricing for October
And maybe getting DiCello to get those backups reviewed so we can invoice them.
Apparently Abe is like "These don't have our case code on them" and Cam was like "Dude...... these are OLD."
good news. I spoke with a DE and he agreed to just pay whatever is due now without going through the back up. However, when we get through the back up if they are due anything back, we will refund them. Based on that, take your back up as is and calculate the invoice invoices and send to him tomorrow morning.
Good news. Better if it were BG and Meadow, and even better yet if it was about all the DiCello backup. 🙂
Jon at BG is confused as to why they did a partial payment. He's going to get them to pay the balance
Sweet. 🙂 Today would be best, so Marc doesn't see that as outstanding still. 😄
As long as I can tell him when I send the report on Monday that payment is coming, a confirmed on their end that it's on its way, that'll do.
you told me how to invoice dicello a long time ago
I might need to give myself a refresher on that. 🤦♂️🙂
Did we get the October report from Brittany?
Just making sure, we have that meeting Monday, want to make sure I have everything ready. 🙂
Did tony talk to you about a meeting at 1? nick mentioned it
Nope. Guess that means I'm not invited. 🙂 Lucky me.
this all feels like it started a long time ago
Where's this meeting happening did get the invite after all. 🤦♂️
i'm going to work on paid vs spent while i'm waiting on cam
I don't see it in the invoicing channel where should I update?
Did you get the invite for the 9:30 meeting this morning with Cam? I don't see your name, just checking.
I don't understand why, it's important you attend I think, it's related to revenue and other things. I'll forward it to you.
we got hit hard with pricing over the weekend fyi
Oh boy. I'm hoping you'll have some time this week to show me where everything is coming from, so if I need to get access to something I can request it. That way I have "backup" for everything on that report, in case Marc has questions.
The meeting invite I forwarded to you was returned. 🤷♂️ Meeting's at 9:30. In preparation for it, I'm putting together October revenue, do you have amounts for DiCello and ACTS October Call Center charges and the VSS for BG?
gimme a minute on everyone else. i feel extra discombobulated
Take your time. I have incorporated the DiCello invoice from Friday, that's the Hair Relaxer one, but there's also usually a call center monthly charge, Meadow and Van Law sometimes have as well. You do what you gotta do, it's not time for the meeting yet. 🙂
I don't have anything DL outside of what Brittney did and this VSS
Moved as in you're sitting somewhere else?
you get used to a spot and then have to move and it feels all weird
You say not the new building, nobody's in the new building yet, that I know of. Right?
i have no clue lol. Ben Crump isn't here. Brittney's team isn't back here.
i can't work from home. i got a little terrorist that lives there and will shred everything if he's not getting attention.
Just saw Tony, everyone not over there now is at the new building already.
i just went to a room for the call and cam changed it to tomorrow lol
I see that, yes, just saw the email. 🤦♂️
do you have an email address for Nate at Dicello?
Tony also said our office are ready at the new building, so just waiting for Al to reach out to Joe, maybe we'll be there soon. 🤷♂️
As per Sean, he wants the invoice re-sent
Received $100K from LegaFi yesterday, don't see which thread it was requested. 🤷♂️
I think it was a last minute “oh em gee you’re filled” thing
ok weds the 6th, andy sent the request in a channel with just me, cam and greg
No luck finding that message, or that thread at all, with those participants. This Slack is very frustrating. 😠
Nothing yet from Baypoint, will let you know when I see it.
yeah it's ok. i'll announce legafi in the chat with andy
Just saw $500K hit the bank, no description, but yay. 🙂
Obviously Ben Crump, which campaign? 🤔
dangit Cam. wish he'd give them weird amount slol
Sweet. Just saw the email from Elan, we should probably change the address on invoices going forward, so when someone, Oakwood, sends a check, we'll still get it. 🙂
Can you estimate how much we should be getting from other firms, say over the next week or so? Besides the $500K from Baypoint and Banafshe. Please and thank you
Haven't seen anything from Flatirons in a few weeks, 🙂
Cam was in the file at somepoint and was looking at flatirons. i bet some $$ is coming soon
Craig told me that Bay Point is paying this week
Oakwood said he mailed a check last week for like 99k
Oakwood, great, should see that this week then.
I see the $50K, hit the bank today, this would be the Liu one?
the DL VSS invoice.... how the heck do i do that one? lol
TIP-DiCello Levitt DiCello Levitt For October Call Center - 23,400.00
This one should be 5850
the flatirons is right. i made an error in my first chart
What makes up the DL VSS invoice? It's not for the payroll amounts, is it?
So it's a flat rate per something, interview, whatever? Just bill like you do for the others?
I did not, no. I would think something like the ACTS or Oakwood October invoices, that should be sufficient.
FYI, I haven't seen anything yet from Bay Point or Banafshe. And do we know if Flatirons is sending more money or still just our assumption?
i think those two guys might be tomorrow (BP and Banafshe)
are you in the old building or new building now?
I just refreshed the bank, another $750K is in there now.
Assuming it's Crump, not Flatirons. Too late to ask the bank, I'll update in the morning when it shows who it's from.
Crump also sent $35,051.75 for invoice 13115.
FYI, no other wires besides the Liu one, so if Banafshe sent yesterday, something's missing as it's not in our account yet, and it should be.
See that, I'm hoping he says they hadn't sent yet, otherwise they likely forgot the 2U
all the prices look off in the TIP financial report. 😐
FYI, just sent the Banafshe attachment to the bank, for them to find. Looks like no 2U. :face_palm:
It also looks like they only sent this morning, not yesterday. Regardless, if sent this morning, would still be in our account if everything was in order.
$300K just hit the bank, must be Bay Point.
Bank got back to me, they located the Banafshe wire, will get it into our account.
As per the bank, the recipient should be UBS and then in the memo field it should list the 2u account number and the account name "Shield Legal LLC". Other than that, it was fine. 😉
ok, i'll tweak the invoice a bit. sorry meant to reply earlier
so i found your office but i'm not sure if i can find it again lol
As per Ryan's message on the non-Flatirons, you're the one to ask it seems. 🙂
just FYI, PvS is about as good as i'm gonna get it without Cam looking at it
🙂 Sounds good to me. I'm in the middle of ensuring Marc gets his November P&L's. When I send, we'll see if he asks about the PvS. 😄
buenos dias. i'm voiding Ihab Ibrahim Law Firm AFFF $ 50,000 and Hart McLaughlin & Eldridge DCPA Test $ 100,000
moved both over to the cancelled/rejected tab
Got a check from Oakwood, $125,000, so they're paying for the TIP invoice too I'm assuming. The Shield invoice is $99,900, the TIP invoice is $14,025, totaling $113,925, so they overpaid by $11,075.
let me do some math. they're over on the shield side
so craig said that we should have baypoint money today. if not i need to re-send them the invoice as a reminder
ok i'm going to apply 113925 in copper for Shield. They're still going to be over but it will help.
The amount they owe for TIP is $14,025, should post that in TIP, yes? That would leave $110,975 for Shield.
Unless the whole $125,000 was for Shield, that's what's on the check. They didn't send anything that indicated what they were paying for.
Saw the email from Oakwood, so I'm going to create an invoice in Yardi for $25,100. Overages? For the LA County Foster Care campaign?
I can announce in the invoicing thread we received the $125K? Just checked, don't see the invoice request there. 🤔
cancelling this one Hansen Dirani NH juv hall $ 50,000 5500-6000 per10/2/24Andy - Greg G
BurgSimpson AZ JDC Abuse $ 200,000 10/25/24AndyPending Payment
Received $9,149.05 from Crump for invoice 13117
I should, yup. I haven't had to look, but I should be able to.
i'm trying to track down an old payment from crump
Yup. And I just refreshed the bank and see $7,500 in there now
I hadn't even reached out to the bank yet, they must have figured it out themselves.
lol. or they were like "oooh crap we forgot this one
Thank you! I just landed and was going to do that
No worries. I'll leave the next one(s) to you. 🙂
lol. All good. I’ve got another flight coming up. In Houston now
My flight leaves at like 2pm central time should be there around 4pm
Not too bad. Safe travels. Busy at the airport's yet?
Not too bad. We left out of terminal 3 though. Flight is full though. Security was fine but I have pre check
My husband doesn’t. I made him go through security alone lol
Received $4,250 from Sokolove, also received $500K from Crump, which campaign is it for?
Also I don't see where the Crump invoices were asked for, where should I announce payment?
Crump was a private ask from cam. Let me see which one he listed first lol
There is a $500K deposit, after I messaged you, just waiting for the bank to confirm, but I'm guessing it's Flatirons.
Just received a check, not sure why check, from DiCello for $307.075 for TIP. I never entered these invoices into the system for some reason, when did you send them again?
Never mind, think I found them. Not sure why they sent check when they paid over $900K via ACH earlier this year.
No biggie now, we've got payment, money is money. 🙂
What I do need you to look for is an invoice to the, 14243 for $9,250. They included it on this check, I can't find an email for that invoice. Please and thank you
sweet. have you shared the good news with cam?
i'm confused about the nations email that you forwarded me i guess. have you ever gotten anything like that before regarding medical records?
No, that's why I forwarded to you. We've only just started working with Case Works, like in the last few weeks, that could be why this is the first time.
thoughts? do you think this is fair?
Hi Jon,
I've attached the most recent backup and invoice for Call Center services. Please note, we've been experiencing higher costs and prices have gone up. If you have any concerns or questions, please feel free to contact me.
but i don't even think that's right. that's what's in the TIP report
so i need to bug Ryan. not sending this one yet just going to let it sit in my drafts
Agreed. These types of changes should have been communicated to them, by someone besides you.
i just sent out ACTS because it matched mostly
VAM Law says they'll be wiring us 400k this month
Nice. If I recall, they don't even owe us that much, must be some new invoices. 🙂
Never said a word. I think keep doing what you're doing, all must be well enough. 🤷♂️
Of course, I get it. And when it comes to Marc, I've learned not to ask about something that was an issue, in case he forgot. If it's an issue, he'll bring it up, usually. 🙂
That's how I address it, with him especially.
Received $500K from Ben Crump yesterday, IL Juv Hall, not NH?
Let me see how Cam wants to apply. My guess is IL but i could be wrong
And I can't find, again, the thread this was posted. I don't see it in invoicing.
I asked Tony when we changed ACTS from paying for payroll to by call for VSS and he said it was in February or March
it's so easy to update an invoice that i'm not worried about it. But you're 1000000% right in that I shouldn't have had to tell them "hey your costs went up"
Worst comes to worst, Cam gets involved.
K i'll draft something in word and play with it
Thank you for your patience. I reached out to our leadership team and was informed that while there is not a formal contract, the invoice and corresponding backup of work completed serve as an agreement.
Works for me. I'm not so sure about the first sentence, but that's me. I like it, looks good to me.
cc'ing you as 1) FYI and 2) i want a witness lol.
Cam approved it. I'm sending exactly what he approved
Perfect. He's on board, that's what we'd hope for.
100000000000000000%
I'm not adding anything. Not changing a single word lol.
hey do you have any updates on that refund for Simmons and Fletcher?
i thought we took care of it but apparently not?
Doesn't ring a bell, so I'd assume it was taken care of. Remind me.
the last thing didn't work. I'll get you the numbers
what do you need from me to get the ball rolling? They paid us via Wire
I'll need their banking info, preferably in an email indicating what we're doing, refunding, amount, etc. That way I have some backup.
is this everything you need? Wire Transfer Information Form
Account Beneficiary: Bank Name: Bank Address: Routing Number: Account Number: Reference Information:
Pretty much, I think so, yup. Looks like it.
i'll create a form that will look nice and professional lol
we should see a wire come through today or tomorrow for Paraquat
*Thread Reply:* Still haven't seen it, fyi.
*Thread Reply:* yeah sounds like there was some drama.
*Thread Reply:* Oh great. Care to elaborate?
*Thread Reply:* they might be making a stink about 2 errors. but i think it will be ok
*Thread Reply:* Hope so. At least send back what we sent yesterday, the $250K. 🙂
*Thread Reply:* And after all that, $900K now in the bank.
There's a $200K deposit, no description, so I was waiting until tomorrow to see who it's from.
he just signed his invoices after andy asked him if he was still alive
Crump paid $26,453.90 yesterday for TIP invoices 14115, 14117, and 14125
well they didn't complain about the price increase
i'm going to reach out about the one that's 21,429.68
Ahh, gotcha. I wouldn't expect any complaints from them anyways.
I'll announce it to Cam. it was in a chat with me, him and andy
Yup. Also, just working on getting this refund wired to Simmons, amount hasn't changed, correct? Want to make sure I send the correct amount.
i wanted to do these invoices yesterday but PandaDocs went down
we're going to probably start using harvest for shield invoicing. 🙂
yeah it's going to make it easier to track everything
ryan got really happy when i suggested it because he started thinking of everything he could use for it.
Well that's good then. 🙂 How about getting signatures?
unless i can figure out how to do signatures lol
but for all the TIP stuff i do and the little random ones... perfecto
hey @Brian Thiessen i just realized something is missing from the revenue sheet
no prob. i was dealing with 700 emails this morning lol
as for harvest, i'm going to play around in it and use it for TIP/Shield non-contract invoices. I think we could start using it Jan 1. 🙂
Did you get the Nov info from Brittany for DL? It's all hair relaxer - 79 total
I didn’t, or don’t recall, but do now. 😊
Other than the Flatirons deposit, nope
There is an $1,196 deposit, no description, but I can wait until tomorrow to see where that's from.
I'm going to play around more in harvest today. is there anything you think i should focus on?
I can't think of anything off the top of my head, nope.
I'm trying to figure out the best way to do TIP and Shield
I'll be sure to let you know if I think of anything.
maybe not for now but something to keep in mind
I wonder how involved that would be? 🤔
Hmmmm. Maybe a Ryan question? I feel there are pros and cons to setting this up.
for sure. i'll read about it. i keep getting distracted lol
i setup my last company's paypal account and it was kind of a pain
I'm sure we don't. I've not used it, don't believe we use it.
So here are the two item types Ryan setup originally.
i'm thinking we can add more detail like, Secondary Interviews, Talk Time, whatever
ok i'm going to create a test invoice so we can see how something will look. 🙂
let me know if you think of others. I'm going to go heat up my food.
FYI there are some enchiladas in the freezer over here with my name on it if you want them.
I can't think of any besides what you've already listed.
Nice. I'm going to now switch to a Shield one. i have to change some info to switch between them but that's like whatever.
For shield should i do one that's open or one that's paid?
what should we use for PO #s? Like.... campaign and invoice date?
i'm going to build in the last round of invoices i sent and mark them as sent. Have we gotten any payments recently?
https://www.paypal.com/us/business/pricing
I like it, looks great. Just one change, Raseca isn't the UBS contact anymore, it's Chase Puente, chase.puente@ubs.com
We did. Apologies, just updated on the Sent Contracts sheet. I clearly missed that. 🤦♂️
Received $70,028.53 from Crump, for invoices 12000 and 14498
i wonder why it took them so long to pay 12000
i'm going to cancel the Adair invoice for 150k. it's not happening
Okey doke. I'll kill it in Yardi as well.
He said we switched them over in either Feb or March
That makes sense. I'll check, but I seem to recall February was the last billing for the actual payroll amounts.
Good morning, I've been asked to check in on expected payments. Are we expecting LegaFi and Kuzyk any day now?
Following up on those today. Neither replied to me w couple of days ago
if i remember correctly, kuzyk is kinda slow anyway
I'm just glad I don't have to deal with that.
I'm still figuring out the best way to use harvest
nice. i've got it working but it's switching between the two companies that's annoying lol
cause it's not split. i might ask ryan if he knows a way to do that
Like in the building? Chase 'em down. 😄
I'll forward to the bank. They obviously forgot something.
Not a word. I'd like to think that means everything is fine, but it's Marc. 🤷♂️ At least let us know you're happy with how things are running.
Usually no news is good news, yes. But that's not always the case with him.
well if cam doesn't get me Flatirons allocations soon Marc will be mad
Right, I bet he will. Fingers crossed for Cam. 🙂
Excellent. Also, just got an email from the bank, they found LegaFi's wire, guess what it was missing? You don't really have to guess, it's the same thing that's always missing when they have to track down a wire. 🤦♂️
i don't know how to make it more obvious on that invoice lol
I know. And they've wired before with no issue.
maybe if i make 99% of the invoice the reference info....
so i talked to Alan about the ACTS vss dispute thing.
he wanted me to ask you if you had any google docs or info that would have been from Mayjohnee.
I can check, I don't recall. Let me see what I can find.
Ok... Kuzyk - one payment is going today. the first one that's like 112,500. he's going to get me a date on the 2nd one
Something's better than nothing. But I've heard "we're sending today" before. We'll see. 🙂
oh 100%. it's like "The check's in the mail."
For the TIP bank, any word from Bailey Glasser on when, and how much, they'll send next?
Received $137,500, DLA? I've updated the Sent Contracts, so if not, let me know. and I can't find, again, the thread where this was posted. I know it's not in invoicing, at least I don't see it there. And other threads seem to disappear if no activity for a few days. 😠
Yeah i can pin a channel and it disappears. i know what you mean. But that one was a phone call and andy walking up to me
BG - i forgot to hit send on my email to Jon yesterday. 😐
Do you have something you want me to send BG as a statement or should i make one in harvest?
Received $142,782 from Ben Crump yesterday, in Shield's bank. What the heck is this for? 🤔
i could add the brandlytics invoices to sent contracts but that might cause confusion?
No, that's fine. I forgot about that "Brandlytics". And you sent the invoice, right, I just have to go through my emails to find it and get it entered into Yardi.
i think cam gave me the ok to distribute the flatirons money across their campaigns.
buenos dias. If you're in the office, my mom gave me a box of homemade candies and cookies if you want some
Yup, 1.2. And we got Sokolove's $250. Also got $14,748 from ACTS, for TIP, and $84,575 from BG for TIP.
BG is annoying. i invoiced them all at once and they're taking their sweet time. >.<
Rick Meadow asked for a breakdown on the raw files and i found a discrepancy with the august invoice. here's the new version. 2 were unreachable.
Rick Meadow asked for a pretty extensive breakdown of the backups so i think we might see some funds from him soon
he wanted me to add $$ amounts and co-counsels then break it down by co-counsel.
For all that work they better send some money.
Just saw $195K deposited into the bank. Kuzyk if I'm not mistaken.
Just FYI I asked Ryan to review some issues in the PvS report like one campaign having 13,000 signed contracts.
Good morning. Can you please take a look at this file and let me know which campaigns haven't yet started or have just been started? Al and I need to determine how much, if any, revenue we can move to unearned.
Trying to keep that info updated in column G on the sent contracts doc for you
$200K this morning, not sure from who. Banafshe?
gonna say yeah. i he asked if he could go ahead and wire another $200k but i'm not sure if that's the payment we got or more lol
PvS report is still being weird. gonna give it a few more minutes to do it's update
there's only like.... 500000000000000 of those invoices out
Sweet. And ya, the $50K, several of those. 🤦♂️
Tony says that $689.83 being reimbursed to Alan Gill needs to be billed to DiCello under the CPAP campaign. What, if anything, do you need from me for that?
Got another $200K, Banafshe again I'm sure.
Yup, saw that email. Was expecting to see that second $200K hit, and it has. 🙂
so how do you think i should do brandlytics invoices now that they're shield?
like should i put them in the sent contracts? might be more of a cam question but thought i'd pick your brain
I don't have confirmation of the $50K, may not get it before end of day, might have to wait until the morning to see the description. As for the Brandlytics invoices, Brandlytics is no longer, so they are now Shield invoices, in my eyes. Having said that, not sure if the sent contracts is where they should go, especially since Andy uses that file to determine commissions. Unless you create a new tab?
yeah i think a new tab might be good. Call it Shield Marketing
i see cam has been in the sent contracts file
New year invoicing question - what invoice sequence do you want it to be? I'm thinking we start with 25001 and go from there. Harvest will track the #
That makes sense. First 2 digits are the year, easy to track down the road if need be.
nice. ok so starting thursday invoices will be 25XXX
NEXT lol. I'm going to add an invoice number to the PandaDoc i think. It will be the same one as Harvest obv but people can probably reference it?
then we'd know EXACTLY what they're paying when they have 200 invoices open in the same amount
Received $450K from AWD on Tuesday, don't see the invoice request though. 🤷♂️
yeah like the money we sent back to AWD and Simmons.
i just want to make sure i match whatever you got. 🙂
We sent $250K to AWD and $95,500 to Simmons
Nothing yet, no. We have received $1M, might this be Flatirons?
just got a call from Dicello Levitt. They're about to send a payment for the November invoice
i don't remember what i sent them for nov lol
i KNOW i saw a message from you somewhere where you said we got 1mil for flatirons. but maybe i dreamt it. i had a lot of weird work dreams
Ya, I saw your message. I don't believe I did, no. I know I asked you about it, so you're not dreaming it, but I did not announce in the invoicing channel. 🤦♂️
Bank found the $250K LegaFi wire, they'll be putting into our account.
We'll need a screenshot of that wire as well, since it's likely floating around as it's not in the account yet.
Too late to check today, they'll look into first thing Monday morning.
BG - $37525 ACTS - $64150 DL - $6175 Meadow - $23550 Oakwood - $6175
That's fine. Marc doesn't like it, but we have the ability to deposit the check with a check scanner to our Chase account, so all good.
Basically. He doesn't understand why they won't pay electronically.
My HOA sent everyone a letter saying they will no longer accept electronic payments. Which boggles my mind. So now i have to send a check which may or may not get there in time
so i get his perspective. like it costs them nothing to accept it. My guess is they want to charge people late fees
it's run by old people. i really need to run for office
I found a discrepancy with the VGA numbers. I'm about to send out that invoice. Basically numbers were transposed
Bank found the other $50K from LegaFi, have deposited into our account.
I never liked the weekly payroll column, it's not accurate for the billing. I only liked sending the column that shows the total for the month. I just never got around to changing the appearance to something I liked. 🤦♂️
Much cleaner. I especially like the demand. YOU PAY NOW. 🙂
if i owned a business i'd have that on my invoices
i don't think Cam would like me adding "YOU PAY NOW"
ok cool. lol. this is probably the last invoice i got until i get oks from DL and BG
ok heads up. we are going to be refunding Rachel Kugel. I sent her my refund info form and i'll send to you as soon as i have it. it's for 12500
The request was sent, so once they reach out to Marc to approve wires for the day, it'll go out. I just checked the bank, hasn't left yet, but it will go out today. I'll let you know as soon as I see it coming out of the bank.
so a few days ago Tony sent an email about non-flatirons hours for medical records and alicia sent those over. Have you done that before? I'm assuming it's for DL?
I don't recall, no. If I had done I've already forgotten. 🤦♂️
Tony says it's a new department and we can use a similar template to what we use for Ben Crump
Ok here's the test MRT template. It still has BCL stuff on it for reference. Anywho, i made tabs based on the weeks Alicia broke out.
Makes sense. If easier, I can just create a new Google Sheet for MRT, all the calculations will be there, just need to update with the correct numbers, wage-wise.
Received $200K and $125K from Ben Crump, but I again can't find the channel the invoices were requested. Sorry 🤦♂️
Also received $51,805.83 from Crump for TIP invoices 25011 & 25012
we've got a request from Bailey Glasser for all invoices and backups for VSS sent in 2024
??? They're all paid up, they only did that because they had that I presumed. 🤦♂️
it's more for allocation on their end. They've asked that i break it down by state per month. which isn't a problem
not sure yet. I'm going to start with what i've got and work backwards. i'll probably need whatever was sent to them before i started doing invoices
i also need to allocate that last payment from flatirons. i'm slackin
morning! ELG told andy they wired money yesterday. anything?
Haven't seen anything. Might be a good idea to have them provide what they sent, may have to get the bank involved in finding it.
correction on that email - i have may. i just need Jan - April
Nothing yet. I haven't found where I thought it would be so am trying to look elsewhere.
ok. i'll send him what i have for now. the file is big lol
i can probably get the backups from alan. i'll look.
I'd forgotten about it, but no. Cam sent Ryan a Slack that he's traveling this morning, will reschedule to Wednesday.
Nothing when I last looked, just refreshed the page and there is $125K and $100K now deposited.
FYI, I have asked the bank who they're from, will let you know when they get back to me.
gracias! i thought the 100k was probably ACTS
Thanks for announcing those payments. I was going to ask you to do that going forward. While training Rose I told her she will need to let you know who pays, and I'd ask you to do the announcing in the correct thread. If that's okay with you.
the Non-Flatirons MRT sheet. Tony says i need to send it to Abe. I noticed it doesn't have taxes in there yet.
Just shared it with you, I see taxes. Are we looking at the same sheet?
yes i just need more coffee. i was looking under seat rent.
I've got to send this to Abe for review but does it look right?
It does to me, yes. I'd send him what you send to Ben Crump, which this looks to be similar to.
yeah normally crump is just 1 month. since we haven't billed DL before they get three lol
do we need line 23 in there? that's the Shield Legal Per Day Cost Impact
Ya, no, don't need that, not for what you send to Abe. That's a Ryan thing.
If needed, let me know, I gave them to Nsay to add to his payroll for reimbursement.
uuuuuuuuuuuuuuuggggggggggggggggggggggghhhhhhhhhhhhhhhhhhhhh
"Let me know if you have any concerns." "Cam this doesn't look right."
Sigh
That's what Cam said, it doesn't look right?
instead of talking to me he bugs cam. like... sigh
Reached out to the bank, will let you know what they say.
have you had any luck with the BG Jan - April stuff?
No luck, no, sorry. I got sidetracked by something else, but I'm not sure where else I can look to find these. I'll see if I can access the person's email or something who would have sent them.
hmmm if anything, do you have the invoiced amounts?
heads up! i'm about to shoot out a lot of invoices
Received $250K from Flatirons this morning.
Heads up, $500K deposited, waiting to hear from the bank who it's from.
i've added Rose to a bunch of channels that i know you're in. Cam mentioned adding her to any channel you're a part of
I was going to get around to that, now I don't have to. 🙂
lol there might be some you're in that i'm not tho
That's true, will have to have a look.
i feel like NSPR was waiting to pay that one until they needed more funds.
the campaign is at like 50%. they probably wont pay until it's closer to full
Hey @Brian Thiessen when did we refund $250k to AWD?
If you're able to, can you share the Flatirons Client Services Google sheet with me? I can't find it. 🤷♂️ Please and thank you.
Can you please forward the meeting invite for the meeting at 9:30 with Cam? I can’t find it on my phone and need to reply that I’m not able to attend. I’m stuck in LA overnight, don’t get to Vegas, hopefully, until just before the meeting starts, I won’t be home in time to log in and join. Please and thank you. 😊
Ben probably wants to use his Costco $$ for it lol
what do you think:
"I haven't done an invoice for the secondary interviews for December yet. These are for the New Jersey Juvenile Detention Abuse campaign. The file is just a list of the interviews we did with the corresponding ID for your system. Just hoping you can check for any errors before I generate an invoice. The rate for December was $475 and there are 13 completions. The invoice would be $6175."
@Brian Thiessen do you see any emails from Cara Thomas?
I’ll see what I can find. As for the AR report, the one I sent you yesterday is the most current.
Dicello Levitt Conyers 515,250
Dicello Levitt Non-FI MRT Payroll 47,366.89
Dicello Levitt Non-FI MRT Payroll (Oct - Dec) 83,781.23
Dicello Levitt December VSS 6,175
Dicello Levitt Hair Relaxer - Jan 3,825
Dicello Levitt Hair Relaxer - Nov 33,575
I'll be sending the updated AR report right away, the 2 Non-Flatirons Payroll numbers will change, once you get the reports from Alicia. Then I'll update the payroll amounts, if necessary.