hi @Rose Fleming I've added you to channels I'm in with Brian. Some of them you won't do anything in at all. It's more of an FYI channel.
HI @Malissa I am stuck on something and am thinking you may be able to provide some clarity or at least point me in the right direction. Hoping you might have just a few minutes tomorrow so i could go over it with you?
I get in at 6:30 in the morning- when is a good quiet time for you that I can swing by your area? It should be quick.
8:30 is usually a safe bet for me. I'm going to come in earlier tomorrow but usually there's a fire as soon as i sit down lol .
I figured there are times when you just can't have visitors lol which is why I asked. I will plan on paying you a quick visit around 8:30-ish then. Thanks so much!
there are times i can't have visitors? i should totally start a visitation hours thing with a sign lol
Hello! If I’m for some reason not available, are you good to create invoices? If there’s anything you want to meet about let me know.
Hi Malissa. I would like to see how you generate invoices yes. Do you have some time to go over things early next week? Anything you think that would be helpful for me (or Michelle our other accountant) to know.
It would be good to go over your expectations of us as well and what we can do to help you.
I don't know if i really have expectations lol
I will be available whenever next week so just let me know when is a good time to come over and I will be there.
Ok cool. Mondays are insane for me so how about sometime Tuesday afternoon?
That works for me. This Monday is a holiday, though so hopefully you won't be as bombarded as usual. That's what i am hoping for myself anyway!
lol cam and andy will find something i'm sure lol 🫠
Quick question - on TIP I am noticing AR due from DiCello and Van that is not included in the aging report sent to Cam - there may be a good reason so I figured I'd ask before I add it. I am seeing $28,880 due from Van and $689,973.12 due from DiCello.
and DiCello won't be in the aging report until we invoice them unfortunately
Oh - so DiCello we record a number provided but it's not actually sent out yet! Is that what you mean? That makes perfect sense then!!
The above is what I am seeing for Van - do you know if this was paid off? It is possible that it's old stuff that Brian was just not sure how to remove from the system - we were sorta just learning Yardi back then so it could just be something that needs to be removed. Let me know.
yeah. we have to wait for Abe at Dicello to approve everything before we can make and send the invoice. 🙂
Yeah i don't see Van in the last AR report Brian sent. I'm going to double check my emails though
Ok, Van paid the $9430 invoice around oct 14. They would have sent 12430 to pay for two invoices
We should get that Flatirons money tomorrow since today is a holiday
Thanks, Malissa. I will clean it up in Yardi. I really think it was jus a matter of not being used to the new software.
Hi Malissa! I see $1,200,000 pending deposit in Shield right now!
Is this payment for the Flatirons invoice you prepared just a few days ago (joint multiple campaigns)?
i let Cam know that we got the payment. He requested the invoice in a chat to just me
Malissa, there is a $250,000 deposit coming through right now
let me reach out to bank to see what it is
thanks! I haven't invoiced that amount in a hot minute
hmmmmmmmmmmmm let me make sure i didn't miss something. but COOL!
i'm wondering if they sent more money for wood pellets or wild fires. i'll bug cam and get an answer
Yes let me know what you find out and how it should eb applied. I guess we didn't get a chance to meet up today.
Will do. Yeah let’s try tomorrow. Today got busy
Yeah for me, too. I will check in with you tomorrow and hopefully we can meet up in the afternoon.
ok we are applying that 250k to the Ben Crump NH invoice
Do you think later this afternoon would be good for going over invoicing and my questions that I need clarification on? I am here until 3:30.
2:30 ish sounds good. I will see you then!
I invoiced 375k last year and they paid 300k. I think the 75k invoice got entered twice in Yardi. The other part of that is that the 75k invoice got changed to 450k
Hi Malissa. TIP got $11,094.27 from Ben Crump
Nice. And yeah VAM is ok. They owe but I haven’t invoiced it yet. They’re good for ot
Her mom has been in the hospital for the past week so I haven’t bugged her about it. But VAM is good
I talked to Jon @ Meadow Law about their outstanding invoices. They're a little before his tenure so he's going to see what he can find out. It might be next week before he gets it all sorted
i'm about 99% sure we've sent those to the bank before. I can't find them in my email though. i'll pull them again. i think one we couldn't find
I think I am missing something. What is this supposed to be applied against? I don't see anything due from them
I haven’t made an invoice for that one yet. I’m going to do it in harvest but haven’t had a chance. I’ll send you the invoice number and add it to the spreadsheet when I do. :)
Today has been a migraine day. I can’t shake it. :(
Oh that is fine then! At least I am not crazy lol because I wasn't seeing anything. No rush!!
I thought I was crazy at first when I saw that email lol
HI Malissa, In Shield $14,250 from Sokolove received. And I see a pending $10,000 - are you expecting this? Or should I reach out to bank?
Let’s reach out to the bank. It might be DiCello but it might be a surprise lol
Malissa please disregard the $10k - I just realized what it's for - it's an internal funding thing
aww i thought it was surprise money. lol no worries!
Can you send me the actual invoice that you created for invoice 25037?
Sorry for the annoying question - the deposit of $2,800 came into Shield but the invoice is for TIP. Is this a Shield client or a TIP client? Just want to make sure I enter properly in our system
it's a shield invoice. hang on a second. let me re-save it
if i change the name to do a tip invoice, it changes all the shield ones to TIP
Yeah... i just realized i forgot to mention that
It's one of the reasons i put TIP in the subject line
Just got a check from DiCello for $83,781.23 to TIP
NIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIIICE
Hi Malissa! Shield deposit from LegaFi $32,188.66 received!
@Rose Fleming it sounds like cam is looking for something like the AR report. Can you send me the most recent TIP AR report and i'll add any notes to it?
I wonder if all those checks went to the old building
We had the mail forwarded though so it would have eventually gotten to us
That would be bad. We would have to ask them if they did that - then they would have to contact the bank with the items as they would be unidentified by the bank. I doubt it though because I feel like at some point the bank would have reached out to the sender or mailed them back.
One check they sent last week so i'm sure it's going to make it's way to us. The other two are probably MIA. Shall i request that they stop pay and re-send?
Hi Malissa, Are we expecting any payments coming up soon?
Meadow is supposed to be sending that money I invoiced this week. Like at least $500k. I think they’re sending another $100k.
I see $100k and $250k actually! Was hoping for $500k to $1m, though, lol!
the $100k is for something i haven't even invoiced yet if it's meadow lol
HI Malissa there are 2 $50k deposits today - looks like from AWD
Did you find out who sent the two from yesterday
Andy thinks that 250 is for Forman. I just reached out to his office to confirm
Oh that would make sense. Okay I will wait to hear back from you. Whoever it is I wil make a note to remember
hi @Rose Fleming do you know if the Wire for Loghmana got sent out? I sent Michelle the address.
It hasn't yet - so the problem with our bank since it is not a traditional bank is that we have to have vendors set up by the bank and approved by an acct signer and that usually takes a few days for a new vendor setup. Usually we would have access to do it ourselves but our bank is not a standard type bank. This job is my first experience with a bank like this in my career, too
uuuuuuuuuuuuuuuuggggggggggggggggggggggggghhhhhhhhhhhhhhhhhhh
it should be setup and ready for us to send out early next week - I'd say Monday or Tuesday
Otherwise we can cut a check but that also will take a few days to mail out
Hmmmm he's asking about it so i'm wondering the best way to spin it...
i'll tell him that there was a process delay and that the bank will get it out monday or tuesday next week. I'll apologize for the inconvenience and let him know we'll work hard to get it out sooner
the last part we know wont happen but still. sugar coating
"Hello,
I just checked with our accounting team. There is a processing delay with our bank currently and they informed us that wires might not go out until Monday or Tuesday next week. We're going to stay on top of them and try to get them to process it sooner.
We could issue a check if you prefer that route but that would take a couple of days as well.
My apologies for the delay. We're working on getting it done asap."
You could tell him that since its the first one there is a setup delay for new vendor or something like that but once they are setup in the bank as a vendor we can send out right away. Its just delayed because its a first time setup of new vendor
ok cool. didn't know if you wanted me to divulge that. will do
"I just checked with our accounting team. There is a processing delay with our bank currently. Basically they're setting up your information and since it's the first time, there's a setup delay. They informed us that the wire might not go out until Monday or Tuesday next week. We're going to stay on top of them and try to get them to process it sooner.
We could issue a check if you prefer that route but that would take a couple of days as well."
I like it. You can let me know that this problem only occurs with initial set up and won't be an issue going forward
And TIP has $24,131.25 coming in right now
Is the $100k rcvd from Meadow the other day going toward the $50k Paraquat or is it something else? I know you mentioned we received payment from something you haven't billed out yet.
It's for MD Juv Hall, which i never got the info to invoice. They just sent it
Ok - I will hold off on entering the receipt until I get something from you. I hope someone sends you some info soon lol
I don't think i'm getting an invoice request for it lol. I'll make something in harvest so you can record it. 🙂
Like, i have the retainer, the hipaa, etc.
Oh I see. Yes I need something to use as our system won't allow a receipt to be posted unless there is an invoice.
Thanks so much! I hope we start getting some money in soon!!
The invoice says TIP - just want to make sure it's actually Shield. I know you mentione dthat system glitch that Harvest has...
So I’m out today (woooooo!) im hitting estate sales.
In the invoicing channel tag Andy, cam and Greg. Let them know we got $500k from meadow for parquet
At least my phone didn’t call it Paraguay this time.
Greg can do it too! I told him so he can record it
I talked to Jon Becker about the meadow tip invoices. Long story short, I’m going to do some breakdowns for him
Basically I need to create invoices hust for the levinson campaign
Just got a handful of checks from ACTS - totalling $179,721.64.
On the 28th we got another $500k from Meadow? Is that correct? After the $500k rcvd on 2/27 I had them paid up
Also, there is a million coming in today. Do you know or should I reach out to bank to see who ths is?
So i know meadow was going to pay a million total on something. i think it was paraquat.
Oh good so they didn't accidentally send $500 twice! Just wante dto make sure
yeah i double checked with Andy but they told me on friday they were going to do more $$ on that one
So the invoice i just sent to Ben Crump is for marketing services. That was all under Brandlytics until recently. I'm not sure how Brian had that updated
*Thread Reply:* I think all BLX stuff is expensed to Shield now
*Thread Reply:* yeah just wasn't entirely sure how he marked it on that end
*Thread Reply:* Me neither but will figure it out 🙂
@Rose Fleming so that 1mil is definitely showing, right?
Just wanted to let you know I am heading out a bit early as my son has a medical procedure today. Be back tomorrow!
TIP got $5,163.50 from Ben Crump - that should take care of all the old outstanding from them!
Can you send me an updated AR report when you get a chance? Going to update Harvest with what's been paid
Yes. I was hoping to send you a clean version but still haven't had a chance to remove all the errors you and I talked through last week or so. I think that project will take longer as it requires working on some back end software issues. Yuck. In the meantime, I guess it's the old manual process still. Should have something to you soon.
Wow with ACTS paying that's really caught us up
Just so I am clear - does Ryan mean that the TIP dashboard numbers are finalized for us to record whatever we need for February close?
You are more familiar with his process than I am lol
I'm honestly not sure what Brian would do here. I just enter in pricing and make sure that's up to day
Not so much what Brian does but this is the all clear that TIP dash numbers for Feb are finalized, right. You only do you procedue at that point, right?
where do you enter in pricing? In the dashboard?
Here's the app ryan uses to update everything: https://tortintakepros.retool.com/apps/dfeca44c-5f0b-11ef-ba5f-43506f088a78/TIP%20Operations%20Application%20-%20Production%20
i just work in the Case Type pricing tab. If you don't have access, let Ryan know. I think you're supposed to update operating expenses?
Yeah I can access. I am supposed to get some of those numbers from the TIP dashboard. So I think he is saying I can now us ethe TIP dashboard numbers to update. I think I am good. Thanks, Malissa for always being so helpful!!!
Meadow is going to send us a weird amount of money for VSS. Let me know when we get it and i'll tell you the splits
Definitely making progress which is good!!!!
Buenos Dias! Do you have the payroll info for Ben Crump and the MRT team?
Not outside of what is entered in the Google Sheet
Oh I think Brian just sent you copies of the Google Sheets. I can do that
let me know if you see a wire come through for $17800
HI Malissa, Do you mean 14012 instead of 25029?
$500k coming in right now. Were you expecting this?
Kinda sorta. can you reach out to see who it is? I think it's meadow
Oh terrific!! I will keep an eye out and let you know once I see it!
Actually looks like Di Cello slightly underpaid - they still owe $675
Let me dig. They paid what cam told them to pay
i think i had to adjust an invoice. uno momento
oh you know what? Our system is weird and didn't allow me to reduce one of the invoices.
That must be it. I think I have to figure out how to make it work on our end. It's not you lol it's me then
i think it is. the hair relaxer was off and i couldn't figure out why.
Camp Lejeune - $406,500.00 MRT - $47,366.89 New Jersey - $6,175.00 Hair Relaxer - $36,975
DiCello Levitt LLC 1 Current Chg-12920 Contract 1/31/2025 01/2025 3,825.00 <- this one.
I couldn't get the math to work for that amount so i don't know where it came from. it should be 3400.00
K I figured out a way. Thanks for jogging my memory on this!
hey did you get the link for the monthly financial meeting?
I think my computer didn't alert me. I will join now
Oakwood owes on both Shield and TIP - do you know which invoice they were going to pay? I talked to Emily and they are going to pay via wire or check as they don't want to pay the 3% credit card fee (which I don't blame them lol) but not sure which invoices we are taking about.
they have flaked on doing that before though and just sent some $$
Both Shield ad TIP? That's what I thought so the fee will be high. OKay I am going to send Emily the total they owe with our bank information so they can pay. Will let you know when I see the payment
cool. she's on the chain too with the invoices sent to Elan yesterday
i'll be happy if they just pay tip right now and i have to keep collecting on shield to be honest. but i do want it all lol
They are asking for the Shield Legal invoice as they don't have it. I also don't have a copy of it in the system. Do you have a copy?
I’m about to go into a meeting. I’m yesterdays email it’s
FYI Oakwood did not end up paying via credit card yesterday. The attorney and paralegal are reviewing invoices still and will get back to us on how they will pay
yes trying to join. It says 1PM but that is Central
basically we just need to make sure Jan, Feb, and March are updated with the info from Yaardi
you'd enter that under Operating expenses in the App
if it doesn't work, let ryan know. 🙂 he might have to grant you access or something
oh geez. I remember the problem. I can't log in.ok
There's another 500k coming from Meadow. Andy says they sent 500k yesterday and another 500k today
I only saw 1 today which is probably what they sent yesterday. So we should see the one they sent today tomorrow
Do you know who sent the million? I can check with bankbut I feel like they hate me lolol
not yet. sometimes it takes the bank a while to apply it so if they have it we may not see it until end of day
Bailey Glasser deposit today for $159,125.
$500,000 coming into Shield today as well
Were you going to make another invoice for them? That i s3 $500kpayments just this month! 😃
I might make one for afff. i made two paraquats last week and apparently that wasn't right lol.
ohlol! Hey just glad to have the money in the acct 🙂
hi @Rose Fleming can i get a full payment history for Sokolove?
Sure I will email you a download from Yardi
do you know if we used anything before yardi?
HI Malissa can you send me an invoice for the Meadow AFFF - I will need something I can attach as backup to the payment we received.
ok let's use this for now. if i do a fancier one you can replace it. 🙂
Thank you so much! We just have to be careful when recording and must have documentation for verification purposes. Auditors you know 🙂
sounds like we are getting another 500k from Meadow today. It will be for Depo
We have still not received the expected payment from Oakwood
They were going to pay by credit card but then they didn't want to pay the 3% fee. Then they didn't send a check because they wanted updated invoices. Then you sent updated invoices but they still haven't paid.
Well it sounded like they were prepared to pay right away so I am kind of surprised. I mean they were talking about overnighting a check last week...
$25k to Shield from Ben Crump and $8,123.27 to TIP from Ben Crump
Do you know if we will be expecting anymore deposits soon? I have to prepare weekly cash forecast so want to add anything you might know about
On the Sent contracts sheet in column I i put an expected payment date. I'm going to add the meadow Depo payment even though i haven't invoiced it yet so we can show expected date
right now i'm expecting 590k next week but it might go up
For our records are we using AWD or GFO for that invoice?
Isn't AWD still the responsible party to pay us?
The 250k was Bay Point and also got $150k from AWD
It's on my list. I am just finishing up Marc's version and will get yours to you shortly.
do you have the payment dates for these? They're not in my slack 😞
Nothing. I hope they didnt send it somewhere else and think they sent it to us
I gave her our bank infomration for wires and ACHs - if they sent it maybe the bank does't know where to apply. Did they say they paid us?
i havent heard anything. I've told Cam that they're a "the check is in the mail" customer
just a heads up, Cam wants to meet tomorrow to go over TIP AR
did i ever give you the payment breakdown for that meadow payment we got?
but I am sure there was a good reason. lol
i'm like "if you can't pay the fine, don't do the crime"
$1 million from Flatirons and $110,000 from AWD
@Rose Fleming we should see 100k come from Gough this afternoon for IL YRTC
Can you let me know how long it will take? i think we've refunded them before.
K. Sorry I was in Marc's office so I have just gotten back
it took me like 20 minutes to try to get the file open lol
When you get a chance can you send me an invoice for the Flatirons deposit today?
waiting for cam to tell me to do that lol. i'll make you one for now
HI Malissa! We are going to send the wire reimbursement to AWD today
And we got a second $110k from AWD. Was that an error???
Oh nevermind. duh - I saw the new invoice you created for AWD - just haven't had a minute to enter it in teh system
oh no worries! I didn't know if it showed up with that on your end
oh. Yeah I made a note last time we received payment from them because I knew I'd forget who they were
not yet but we will need some for next week!
Oh I just realized I don't have an invoice for the $500k Meadows payment received on Friday. Can you send it over when you get a chance?
lol. I will get your aging reports out soon too - just finishing up Marc's reports right now
ok you can use this onefor right now for meadow
Andy's about to do commissions so i just need to make sure that we've got everything recorded
also have we gotten anything from Focus Litigation Solutions
Nothing new received yet. I don't recall getting anything from Focused
Just got a check in the mail from ACTS $8,164
let me know how long it will take too. 🙂 thanks!
yeah. The next one is for Bowersox. We didn't do anything wrong. He likes us. He just needs to pull the funds back. That one will be $200k.
Just got a check delivered from Oakwood $41,675
We need to send $200,000 back to Jeff Bowersox
can you let me know when the payments go out or are expected to go out?
Yeah I will let you know - do you have approval correspondence from Cam or Andy or someone? I just have to have an approval for our file
Flanagan is an email and i just forwarded it.
The $500 is Meadows! Doyou have an invoice for them I can attach?
While they're both needed ASAP, Bowersox is the most critical based on Andy's message.
i remember when my father-in-law was at that point. 😞
I have forwarded to our payment department to handle
Hi Malissa, sorry for the confusion - was the staffing rates something I provided previously. I am thinking we might be using different terminology
Yeah that's something Brian would provide. He's phrased it differently. This might help a. please send me the January 2025 PnL & 2025 Total Expense except Agent Commissions specifically b. please send me the billable costs for CSPs/VSSs/MRTs with Revenue to TIP or marked as "Flatirons" to bill as Overhead Cost to Shield
Are these those google sheet reports that I sent you last month? If it's something else can you send me an example of what Brian sent you in January?
Also, do you have the Meadows invoice ready yet - I can't complete March financials until I post that $500k since it hit on March 31
So he didn't send me what he would do for Ryan. I'd check with Ryan and Edward regarding what he specifically sent them. I do need the payroll sheets for MRT and Ben Crump though. 🙂
I am almost done with the payroll sheets or you - should have them today
am i reading it right that only Kimberly Allen on this list was paid last month for MRT?
Jaqueline Jurado Kimberly Allen Melissa Rivas
i don't think so - hope the formatting didnt get messed up. Hang on...
If you are referring to the NonFlatirons MRT spreadsheet that I emailed you there are a total of 8 employees paid
Yeah. only 3 worked Non flatirons according to Alan tho.
Oh I see. Does he send you that information or how do you know. I thought Alicia Bailon was going to coordinate something for us but nothing ever happened with that as far as I know.
Alicia is no longer with the company. And all she really did was send a list of who worked Flatirons and who didn't. Right now anything not flatirons is dicello so it works out.
He's going to send me the list for now of who worked flatirons and who didn't
so it's odd seeing two people on his list that don't have $$ associated with them lol
Oh I got your email. This is good to know. Let me take a quick look
the list of who works what can change based on demand but that's what it is for march. 🙂
I guess I need to tell people to include me on updates
I guess she must have gotten a really good offer she couldn't refuse. I hate when people don't give a 2 week notice - makes it hard for everyone else!
yeeeeaaaah i don't think she expected it either
Ok I will update the MRT and resend to you.
Not yet - I was going to ask if you are expecting any payments this week? I will add to my cash forecast if you know of any
It's been really quiet because of Mass Torts Made Perfect. No one has requested an invoice. 😕
do you know if anyone over there printed tax forms?
because they wound up over here and i have them.
Can I bring these to you to give to Al? Cam wants me to give them to him
Al sent soemthing to Tim who may have printe them. I will come get them
BCC'ing you on an email to Abe at Dicello since he hasn't approved the invoice yet.
@Rose Fleming can you send me a list of everything we got from Meadow this month?
i legit thought i was going crazy because i second guessed the 3/31 payment
@Rose Fleming Can you tell me how much DLA has paid?
They sent an email that makes it sound like they sent more than $275,000
no. crap i forgot what name it would have been sent as. hang on a sec
before i start putting it together, do you have what cam is asking for?
I am not sure - i just ran a report from Yardi but not sure it provides what he is asking for. I only have summary so I don't know how detailed he wants. I will send to you too
he might need the info for the invoices sent out for March VSS and stuff, which i did last week.
Date Sent Customer Amount Reason Comment
4/8/2025 Ben Crump Law $27,041.33 Week of 3/31/25 Service
4/4/2025 Dicello Levitt $950.00 VSS March Pending Abe's Approval
4/3/2025 Ben Crump Law $25,943.16 Week of 3/24/25 Service
4/3/2025 The Meadow Law $4,275.00 March VGA with Levinson
4/3/2025 The Meadow Law $2,900.00 March VGA with BCL
4/3/2025 The Meadow Law $6,650.00 March AZ Juv Hall
4/3/2025 Bailey Glasser $53,675.00 VSS March
4/3/2025 ACTS $44,400.00 VSS March
4/2/2025 Ben Crump Law $56,266.10 Payrolls
3/27/2025 Ben Crump Law $21,012.30 Week of 3/17/25 Service
3/21/2025 Ben Crump Law $9,912.00 Week of 3/10/25 Service
3/13/2025 Ben Crump Law $7,514.28 Week of 3/3/25 Service
i don't think it hurts sending what you sent. send everything! lol
good morning! just confirming that we haven't received anything from Focused Litigation Solutions recently
Ok, I asked Cam. He thinks it's Flatirons. Can you check with the bank?
Yes the $900k is Flatirons. Also $149,382 from Ben Crump and 500.00 from Sokolove
Looks like $103,221.56 coming into TIP from Ben Crump...
looks like Crump paid invoices 25071, 25075, and 25081
FYI the invoice i sent Gomez yesterday for $167050 is replacing the one that's open for 50l
random question. One of the sales consultants is asking where to send his receipts for MTMP. Would he send that to you?
we have a general inbox shieldap@accountingdept.net
How do you want me to apply the Meadow payment that came in earlier?
not sure yet. i THINK it's towards that invoice i sent them for Paraquat
Both paraquat. They'll send the remaining separate
So there is still teh $100k open invoice for MD Juv Hall that I will leave open. Just wanted to make sure
$250k from Bay Point, and 2 transactions from AWD (1) 375k and (2) 500K for a total of $875k
Do you have an invoice for the $875k from AWD?
yeah it's one i sent on Monday. Wait... i didn't cc you! I'm sorry. sent.
they have a Rose in their accounting dept too.
Well Rosemary but in another email she told me to call her Rose. I was like uhoh lol
Making sure it's still okay to process dishowitz payment. He said after the 2oth - want to make sure you haven't heard otherwise.
I haven’t heard from him. Maybe shoot him an email as a reminder
did you see ben's message about running his card?
but it won't process until tomorrow or 24 hours later
OOOH!!!! I will let you know once I see it!!
Andy said it would be about 1.5 total. he wasn't 100% sure though
Hi @Rose Fleming what was our last payment from AWD/GFO? Or have we gotten $325k from them yet
$250k into Shield and looks like a pending $500k is coming in
500k is meadow but i have no idea what for lol
For Bob Kahkshooy I have to enter a new client i the system unless we have invoiced him under a different name/firm. Wanted to check with you first otherwise I will add as a new client
The identifier is "PRF SPV I LP" which is usually AWD - do you think this was AWD? AWKO confirmed we should be receiving this so not sure...
I invoiced AWD that amount too. I think I forwarded you the reference info from April at AWKO. Maybe that will help?
The Fedwire is different from what April sent. I wonder what happened to the wire they sent.
If they didn’t include the info I highlighted on the invoice, the bank doesn’t find it. Which is silly. Brian would reach out to the bank with the info April sent to locate it
The Fedwire that April sent did match an unidentified that they had at the bank. So it should be deposited today.
I see another $500k coming in - are you expecting anything?
For new stuff? Because it doesn't seem like it's to pay off their balance
from Meadow: Please apply to DiCello paraquat. To confirm, I wired payments of $500K each last Thursday, Friday and today. I will wire another $500K payment tomorrow. All of these payments are for DiCello paraquat.
Later this week I will be sending over $500K for Depo with Seeger.
HI Malissa - I will need invoices for the 2 $500k payments that came through on the 25th and 28th. Can you send over once you have them ready? I like to keep the accounting software as up to date as possible for Marc and am unable to apply payment received if I don't have a charge to apply against.
Another $500k in this morning....and $800k, too!!!
I sent the one from Friday. You should be able to download the one in panda docs I sent yesterday. If not let me know. Currently heading in. Had to take my senior dog to the vet unexpectedly. He will be ok
Oh glad to hear your dog is okay!!! I did get the one from PandaDoc but couldn't download a copy. Whenever you get in is fine
Wow you've done a ton of invoices today!!!!!!!!
i had to redo that last one to add a line lol
Oh! Probably going to get about 2mil Friday from flatirons
i think that's for Depo. that's going to be an old invoice in your mailbox lol
it's definitely for Depo. They sent me an email Friday that they sent it
Yes Shield. I don't think it's an invoice I entered then because I don't have that as an open invoice. Can you resend?
@Rose Fleming how many payments did we get last week from Meadow?
i cannot for the life of me find that invoice. Here's a harvest version
Can you resend the wire info? We don't keep clients bank information on file.
here's the one they used for the last refund.
Marc wants me to get an understanding of his paid vs spent report that you provide data for. Will you have a few minutes today so I can go over what he wants me to focus on?
Cool. I will swing by your desk around then to show you what he went over with me.
I stopped by but you weren't there. Let me know when you are ready for me to try again
I was washing my hands. I’m getting my afternoon coffee and will be back in about 5 min.
@Rose Fleming when are you meeting with Marc? I'm going to clean up the PvS report
I am out of office this Thursday and Friday (my daughter is graduating so I have to go to AZ) and Marc is traveling tomorrow so he wanted to meet with me about this on Monday of next week.
I just realized I didn't respond! Yes it has gone out today.
HI Malissa. As I am going to be gone the next few days, Al is aware that he should let you know of any payments that come in. He is not in Slack so he will email you if anything comes in.
That explains why i couldn't find him in slack lol
hi @Rose Fleming I will have to clean up the PVS a bit more on Monday to account for weekend activity but here are some notes for you.
good morning @Rose Fleming. It's not ideal but i'm going to use the financials as of yesterday morning. Cam might be delayed getting them updated for this morning
He was looking at Flatirons payments on Friday so i think a payment is coming soon
Did Al let you know that a $500k Meadow payment came in on Friday the 9th
It may have posted late Friday and so we wouldn't see it until today.
that's what i'm thinking. I think meadow said they sent it around 11am our time
which is like... noon or 1pm their time. i can't remember
And TIP got $29,124.70 from Ben Crump also
Just got a check delivered in the mail for $40k from ACTs
So some good news. ACTS wasn't supposed to pay for Ben Crump cases. Instead of giving ACTS a credit and billing Crump, I sent Crump the invoices and they'll pay ACTS directly. Yay no refund.
i don't know if we'll have the financial review as Cam is in Berlin
my first question in my head was "haben sie gehert das deustche band?"
yeah i speak a little german. like why wasn't i invited???
Hi sorry I am a few days behind. The invoice you sent for John C Ye - is that in addition to the $300k invoice or is that replacing the $300k invoice. I noticed you referred to it as revised so am not sure if I need to delete the current $300k invoice that is in the system
ok I figured but wanted to ask before I delete the old one
i think i need to update some Meadow stuff too. like they paid more for paraquat than what was outstanding
Do I enter the Di Cello invoices from March? For $950 and $2,975? You had sent them a while ago but I wasn't sure if they were ever finalized? Let me know.
yeah go ahead and enter those. he didn't dispute them and i've been asking about them
i'd just enter in any dicello draft i do to be honest lol
Hi Malissa, On the AR notes spreadsheet you sent me earlier I think there is something wrong with Oakwood - the math doesn't seem to work on that one
i'll double check it. it seemed off on Friday and i thought i was just tired
lol! BTW, going forward Marc wants these included in his AR reports every Monday so as long as they are updated through the most recent Friday (so for today that would be 5.9) then it should be fine.
Ok i figured it out. I sent an email with just the extra overage in it. I need to reach out to him so i'll get you an updated invoice
Oh that makes sense! Thanks so much. Going forward do you want me to send you the spent report items each Friday and you can add notes or do you want to create something and send to me on Monday?
well whatever is easiest for you to be honest. Monday you'll get data from At least sunday morning
I think I can send Friday morning and whatever happens after that will just get picked up on the next Friday. Then you have all day Friday and most of Monday to add your notes. As long as I get it by 2:00-ish on Monday afternoon I can get it out to Marc no problem.
I've been expecting Flatirons based on Cam's activity in the Sent Contracts doc lol. But He hasn't said. I think it's them. I'll confirm
Just got another ACTs check in the mail for 47,300
Can we meet sometime tomorrow to go over pay vs. spend? I just had a call with Marc about that and I told him I hadn't had much time to go over it in detail with you. I am busy with some stuff today but should be able to review and go over tomorrow with you exactly what he is looking for. Maybe just 15 minutes in the morning?
the downside of PvS is i have to wait for Cam and Ryan to do financials. It's rare if they're done that early. If it's ok going over today's data, that works.
i don't have anything scheduled until 10 and that's pretty flexible. You can wander over whenever. 🙂 i'm usually here by 8:30 (usually 8:15 but sometimes i struggle getting my life together)
LOL!!!! Same! Ok - I will find my way over there between 8:30 and 9:00. i don't think iy'll take long
probably not. I just applied a bunch of flatirons money. normally i'd re-run the report to see if everything saved. I'll do it in the morning instead. 🙂
just fyi, there's a glitch in the PvS report right now with Hair Relaxer DL/Flatirons
so if you look, we're positive on that campaign lol
no prob. it's technically $97k left to spend on it, not - 519k
I'll let you know when i'm done and give you any updates
ok, i've adjusted it. only AFFF/PFAS for Flatirons was negative for them. I fixed that. should update in about 10-15 min
Ok, i just got the newest PvS file. Here it is with comments in column q
have we gotten any payments lately from Focused Litigation Solutions? @Rose Fleming
I just realized I didn't send you the AR Reports for today! Will get that out to you now
@Rose Fleming I’ve got the info for the Ye payment.
We got the $150k from Ye, $150k from Bay Point, and $50 from Wright
if you see it, it's flatirons. 🙂 @Rose Fleming
Oh HI! Nothing yet! Will let you know as soon as I see it!
sounds good. 🙂 i'm at the need it point for Flatirons adjustments lol
Yes the 2 million and $250k from Crump as well
*Thread Reply:* Sorry this was split into 2 transactions - $25,264.20 and $10,200
I need to see what the crump one is for but I’ll announce the flatirons
Shut the front door. $250k towards wood pellets
hey @Rose Fleming i just spoke with ELG and they're wiring $$ today
i think it's 250k but she didn't say. It's for Wood Pellets/MI
@Rose Fleming I've applied the ELG/Crump payments. they still owe but it's not as b ad
I know!!! I can't believe it actually lololol!
hello @Rose Fleming! Any payments today? also, i'm cleaning up the PvS.
At least not yet! Our bank Could be delayed processing due to holiday yesterday! Crossing fingers anyway!
@Rose Fleming Good Morning! FYI, i'm working on the Meadow TIP invoices today. According to Cam, Levinson is going to be paying for cases that are microsoft only. 🙃🫠 So i've got to go in, find out how much that is and adjust.
also, i'm updating some of hte sent contracts. BCL and ELG threw their stuff off. I'll get you updated amounts
I hope we start getting stuff in! Now that Marc has seen some older past dues come in he is wanting it all cleared pretty quick!
it's a nice feeling when a past due gets paid
ok i updated the old Crump/ELG invoice with balance remaining. it's at the bottom of the sent contracts sheet: They have this amount.
Right now ELG/BC each have an open MI Pollution balance of $142k in A/R - should I increase that to $292k in Yardi then?
It's combined with Wood Pellets. If we look it by campaign, it's:
$198,750 each for Michigan $93,250 each for Wood Pellets
My meadow cleanup is going to take longer than expected. Tell Marc I’m working on it.
I won’t forget because I’ve actually dreamt about it lol
lolol! Oh I hate when I dream about work!!!!!!!!
there's an entire email chain that i sent it on, which is why you didn't get the email
We got $100k from Wright and $71k looks like from AWD - do you know what that is for? I don't have a receivable due from AWD...
Yeah I sent that invoice a couple of weeks ago. You should be cc’d on it. I’ll resend it when I get in
HI Malissa, Marc just called and he is adamant about having Paid vs Spent completely cleaned up and no large outstanding items. I mentioned you are cleaning up Meadows but he is not happy with the progress that this is taking. He will be in next week to meet with us about it and expects everything to be completed.
I am not sure if Marc yelled at him, too or just me lol
sorry 😞 I'm moving $$ around for flatirons but until they send another payment that's going to be low.
I think that's the point too - Marc wants everything prepaid before any work is done - I don't know the process but to his point, if we are prepaid prior to any work being done the Paid vs Spent report doesn't actually reflect that.
We're getting a wire from Pride Law on Monday
Ok i just cleaned up as much as i can. I'll do it again Sunday and Monday. I need some stuff to re-sync
Problem children will be BCL/ELG, Sokolove, and probably oakwood for sure
I just hope we can get it all cleaned up and then going forward if you and I stay on top of everything I think Marc will be pleased
100% and a lot has been cleaned up. But I get it.
I think he’ll appreciate progress being shown too
Good Morning @Rose Fleming I’m dealing with bad Mexican food and am Working from home today. Not going to change my PvS cleanup priorities - don’t worry. I just won’t be at my desk.
Can you let me know when you see $4mil show up?
I'm diving in to PVS now. Can you send me the updated AR report when you get a chance? I really want to review the tip side of things.
Yes I will get that to you in the next hour. I am doing my banking right now and so far no deposits.
but it's still early - sometimes it just takes a minute for our bank to catch up
I have an amount that Levinson will cover for the Meadow TIP invoices....
I don't know if i'll beable to get the adjustments done by tomorrow but at least i have a $$ amount
i'm waiting for some reports to be done by other people so that i can do the payment applications
I am waiting to send this until the end of the day anyway to Marc - I used to send AR aging, etc to him first thing Monday mornings but now I want to give us time to adjust if we need
i've applied flatirons so when Marc looks at it they will all be positive
Did you send me your notes already? I am having trouble with getting my emails on time so you may have sent and I just don't see it yet
Not yet. Finally a little hungry so going to eat and then I’ll update :)
ok, here we go. Honestly much better updates in there. I'll talk with Cam and Andy about several of these this week.
I believe the amt remaining is just ones she rejected. I’ll do some math when I get in
Do you want me to apply this against the 12.24 invoice and then the remainder against 1.25. Let me know how you prefer this to be applied.
The 12/30 invoice got rolled into the Jan one if I remember correctly. Let me double check
Ok... i found the email from Cam. I meant to cancel the 50k invoice but i forgot because i suck lol
Cam sent this in April to them after i did a deep dive on the $$
So to confirm I can delete the $50k and apply everything to the 1.25 invoice?
And actually that invoice isn't right on your sheet. But it's my bad again
Do you have an updated invoice that I can attach?
@Rose Fleming i sent a few Dublin signups to be changed to Signed & Declined. The firm has already released them. We'll see that # go down more
i think i just found $3500 for oakwood that wasn't applied at all
on 3/4/25 they paid $25k for multiple Juv Hall test campaigns. Only 21950 of that is applied in copper
Ryan and I were entering everything into Copper because it was going to become a major CRM for us. I had a list i was working off of and i think it was wrong. Sadly i have no idea where that list is now lol
oops 3050. put the 5 in the wrong spot. still tho
@Rose Fleming Can you send me what payments we've received from Oakwood for Shield?
I will email it to you. Looks like nothing since Nov 2024
cool. Thank you! 🙂 yeah i figured it was all last year
I feel like a lot of stuff is starting to look better!!
an update on this one: Chowchilla Womens Prison Abuse - AWKO/GoldLaw (TIP) - Contract Greg sent report to attorney showing balance due
just cleared Birth Injury Crump - Levin Peconti. The payment in copper was entered incorrectly.
Levin Peconti had paid 75000 towards it, not 50000.
i was working off of a spreadsheet brian gave me, so i think it might need to be updated on your end
I thought this was one of the ones Cam had me write off - I remember there were 2 he said to remove. Let me see if I can find notes
Yes - he had me remove $175k for Levin Perconti and $500k for NSPR Law. I can't remember if he deemed them uncollectible or entered in error
it's listed as Crump but Levin made the payment. I entered it as March 5 in copper as $50k
and yeah i've got that $175k on the cancelled invoices list
plus it's closed so i've fixed it and moved it
Look at us getting it done! Marc will be pleased!
like, at least be happy we're getting some things fixed/updated/answered lol
i saw him earlier and he seemed in good spirits? but i feel like every time i've seen him he's been chill
This must be waaaay better than whatever toxic place you came from. It's mostly laid back kinda stress here lolololol
for sure. I'd rather have laid back stress. Meetings were battles. You'd have to be prepared to fight. the owner would berate people. I'd hear conversations where leadership laughed at layoffs.
when i started here i was so nervous. I didn't really start feeling at least until December i think. Work trauma is real
i might need ryan to do a resync at some point but pvs is up to date mostly
I always feel bad saying lol. Cannon security products. It was great for a long time. Then it wasn’t
i have a yearly review this week. i havent had one in 6 years lol
I like it here. Marc is kinda scary sometimes lol but I like him!
i lost 401k matching but i feel like coming here has added years back to my life
lololol. Peace of mind is soooooo important!!!
heads up @Rose Fleming! I'm expecting $400k ish tomorrow from AWD
so @Rose Fleming from next Wednesday to Monday the 16th I'll be on PTO
Can you announce the payments in the invoicing channel? Greg will apply
I can announce payments but our dept doesn't have the capacity to cover invoices and I am also taking next Thursday and Friday off actually. You will need to find someone in your dept who can cover for you.
ok. i'll have to add greg to pandadoc i think
Ok, i got Greg in to Pandadoc and i can teach him how to send invoices. 🙂
On the 12th and 13th, can you have Al email gregowen@shield-legal.com any payments we get?
Oh yes of course I will let Al know right now!
No I have DMV and family errands I have to take care of
gotcha. the DMV comment made me immediately go "ohh..."
I need to get a Real ID I guess if I want to travel...
yeah. that or a passport. Real ID is easy though! The picture was terrible but all DMV pics are.
my husband looks like a terrified homeless guy in his 😂
hi @Rose Fleming if you can give me what you need to have the overages and such in your AR, i'll see what i can make that will work with your files. If it's just creating harvest invoices i can do that. 🙂
Marc wants me to start sending him notes each week about when payment is expected. I hope people start paying up so we don't have so much outstanding!!!!
in the sent contracts file i have a column for expected payment. sometimes they send it then, sometimes i'm harassing them lol. but we can figure out something for other stuff too.
Don't people pay their bills anymore?!!!! 😞
fortunately i've kept Flatirons pretty good. Unfortunately i got bogged down this morning and didn't get a chance to adjust before he looked at it. 🫠
Meadow is going to send 54k. I'm sending an invoice now. This will replace the 100k invoice that's open. @Rose Fleming
I am glad you said something about finding old stuff from before your time. I did tell Marc that you were finding very old errors that needed to be corrected and so it would take a bit of time to work through but that once we got past it we'd be able to keep it clean going forward.
between you and me. it's just figuring out what it is. at one point there was a ton of turnover of people who handled payments
ok i've had a lightbulb idea. i'll run it by you tomorrow
basically i think i can use harvest to help you have what's due in the shield PvS
FYI, i'm re-sending the TVM invoice to AWD/GFO. it's not a new one, just a reminder. They requested the reminder so that's a good sign.
hi @Rose Fleming! Just got your email. I think one difference between PvS and Yardi might be that some of the items in there haven't been paid. If they aren't paid, they won't be on the PvS report. Lilke Kahkshooy. I don't know when he will pay
Another issue is the Brandlytics invoices (Focused Litigation Solutions) don't get put into copper or Leadspedia, so they don't show up on the paid vs spent report
TIP won't be in there either. It's just shield.
Yeah I understand that - I need it noted which ones so I can explain that to Marc. He wants to know weekly what date all payments are expected. He is really getting aggravated by the high A/R. If there are things on the Paid vs Spent report that are uncollectible I wonder if Cam should/could write them off. Do you think he would?
Probably. But i need to get with him on those. That's Sokolove and Pride. Pride isn't so much a write off as it is the ones she returned because they were bad.
But what i could do is move it to Setup status so i still see it but it won't show up on the PvS
I'm also going to move some of the old invoices over to canceled. Like.. Ferrer. If they pay... awesome. I don't think they will.
Wow! If you could do that that is a good idea!!
I obviously don't want to lose the information but want it to not be reflected so much on PvS so your idea just might work!!!
I think AWD is going to pay Monday or Tuesday
Yeah i know it's going to be 0 when it's all handled
I'm going to make a fresh spreadsheet with comments and potential payment dates and game plan if we haven't gotten payment by that date. 🙂
Marc is more concerned with his PvS report than Yardi because he uses the PvS to forecast - Yardi is more for month end and tax purposes so that's why he is all over the PvS right now
i get it. I'm going to get some info in here that should be helpful.
But he wants us to collect since there is so much outstanding. I told him you were finding lots of old stuff and that once we get cleaned up and caught up you and I would keep it under control
for sure. I've asked Cam about Oxbryta. Basically Crump said "you can use these funds but wait for us to approve using them."
ok take a look at this and let me know if you want to change anything. I'm going to go in to sent contracts and pretty that up a bit
i'm trying to figure out if Van actually owes that amount that is invoiced. When you get a chance, can you send me the payments we've received from them for Shield this year?
*Thread Reply:* These spreadsheets comments are perfect! Thanks for the detail!!!
*Thread Reply:* No problem. It’s kind of an “in a perfect world” thing but having a plan of action written down is good. Hopefully nothing reaches “I know a guy who knows a guy that can bust kneecaps”
I will email. I am not sure how you are attaching things in Slack
Oh!!!!!!!!!!!!! I have been looking for the paperclip attachment!!!!
You can use the plus sign too right by the Aa. Then upload from your computer
also, Bob Kahkshooy's invoice is cancelled. I checked with andy
Can you email me Andy's approval of Kahkshooy? I have to have it in writing from now on before I remove invoices in Yardi?
i want to make sure the original payment for that Van campaign was applied correctly.
I have used much better apps than Slack for sure
FYI on the updated PvS - San Bernardino Juv Detention Abuse - AWD/SGGH (TIP) - Contract. Cam is sending them an updated financial report along with a request for more funds
that was supposed to be hands clapping not waving
Wanna let me know when the PvS is updated and I will send that one to Marc today? I just ran it but looks like you prbably haven't had time to do today's updates
i'm still waiting on cam to do his adjustments so the numbers can be finalized for this morning. I can use the data from yesterday if there's a rush. But yeah i can let you know when i'm done. 🙂
also, i'm on PTO Weds - Monday (i'm reminding EVERYONE lol) But can do stuff on weds and mon.
I am not sending the PvS to Marc until later this afternoon anyway so there is time to update after Cam does his stuff then.
Also can you refresh my memory on why DiCello still owes $515,250 and isn't paying yet? Marc wants me to add a note in his aging report for things that are super old. I remember there is a reason but can't recall the specifics.
Oh yes. Next Monday too I will let Marc know we will be sending it out a little later than usual. As long as he knows it should be fine
Yeah cam is working on that $515k. Dicello wants us to go to the firm that asked them for help. So Cam has been trying to get that firm to work that out.
since you send PvS to Marc on Mondays, i think Greg will be happy that I can still work on it for you 😂.
@Rose Fleming i just cleaned up paid vs spent and moved $$ around where there are shared budgets (Like Flatirons).
some updates - AWD their payment today was for new campaigns. Cam is working on getting payment for the open balances. I just re-sent the invoice for TVM
I have a meeting with him later and can give you more updates then
Thanks so much! I just got word from the bank that a $450k transactions is pending and they couldn't identify. II think it might be AWD
Sorry - me again. Do you know what the issue is with Ferrer Poirot? That one is really old and probably before your time. Is this another one that went overbudget or something?
yeah cam was reaching out because he knows the guy
I think your meeting with Cam will be after I leave for the day. Can I run the PvS since I have to send Marc something today or does it need a resync to pick up your updates? Not sure how that works?
It's ready. i was just going to ask him about Ferrer Poirot
Thank you! I hope your days off are better than expected:)
Good morning @Rose Fleming I don’t know if I can make that meeting this morning. Let me know what info you need. :)
uhhhh. Do not message me when you are supposed to be relaxing!!!!!!!!!!!
Good morning. I’ll have the PvS updated by 2 today so you can send to Marc
You're working today? I actually had to come in for a little bit on Friday, too 😞
No I’m still off but I know Marc wants that report on mondays. No big
ok @Rose Fleming i've cleaned up as much as i can without yelling at people lol. I applied the Flatirons payment
Shield got a $116k deposit from Crump while you were out - I wanted to check with you to see what you wanted me to apply this payment against.
$58,000 ELG $15,952 ACTS $178,512.17 Crump is what greg posted
let me see if i can figure out that 116 from crump. is that part of the 178 or separate?
$15,952 and $13,828 ACTS, Ben Crump to TIP $62,512.17 and Ben Crump to Shield $116k
BC to TIP looks like it was for invoices 25113, 25116, 25117
ok the 116k for BCL is totally going towards their outstanding balance on Wood Pellets/MI pollution. I think ELG is the same
I don't have the invoice for Wright and Shulte - I think it was prepared while you were out maybe? Can you send to me?
he probably forgot to add you to the PDF email
ok, update from AWKO. they're going to be paying their LDS invoice tomorrow
I can see $54,033.12 coming in but can't see who it's from yet
cam was playing in the sent contracts file. I think more flatirons $$ is coming
have we gotten any payments? expecting some from Flatirons
Oh I totally forgot to tell you!! Yes $3.5 received today!!!
I've got some good news with open balance updates
We should see $$ coming in next week from Meadow
There is $500k coming in to Shield but can't tell who it's from - is this something you are expecting?
I just sent you the weekly AR Reports - had them prepared and ready to send this morning and then got called into a meeting and completely forgot to actually send to you! Sorry about that!!
all good. i've been slammed with a few things
can I download the Paid vs SPent report or do you want me to wait?
oh yeah - when you get a chance (doesn't have to be today) let me know how you want me to apply the Meadow payment in Yardi
*Thread Reply:* i'm going to get an invoice for it out today. @Rose Fleming
I think the notes in PvS need to be updated - most of it seems the same but some stuff has changed or dates we were hoping for payment have passed. I am going to send you the list I have and you can add notes where they are needed. I will let Marc know that I will send it tomorrow instead of today. He is on vacation so he probably wouldn't look at it today anyway.
I've been slammed with some stuff today so that's awesome
I know. It's been a wild Monday. As long as he know we are working on it he is usually okay with a small delay.
yeah really. i've got a meeting with Cam and Andy in a few so hopefully i have more updates
Actually then it's better to send it tomorrow! Thanks so much!
ok some of these i need to pin cam and Andy down on. I got updates on some.
oh @Rose Fleming i have a check for you From Brian Adair
Yes!!!! I will come grab it at some point
Or you can send it with Sean Marshall - he comes back here every day to bring us mail
ok. I've got brookies! (Cookie/Brownie hybrid)
they look amazing!!! I just told my officemate Michelle how bummed I am that I am not eating food lol
I guess we could blend it with some ice cream and then it’s a milkshake. Which is technically a drink
Is the $125 from Meadow to pay one of their old invoices...
the 54k is for Maryland. The 125k is for Kansas
ok so we got the two meadow payments and you see 50k too right?
Just to confirm - applying $54k to Meadow MD Juv Hall and $125k to KS JDC with $25k remaining to be paid on KS JDC (inv was for $150k).
FYI. this is getting sent in a different chain
*Thread Reply:* yeah i sent that in a different chat
looks like it. He has an invoice due for that exact amount.
also we have a client who is having issues wiring to UBS. He's asked if he can use our chase account instead
He's getting a message that he needs to add "for further benefit to" but Bank of America won't allow him to fill out that info.
How big is the deposit? Chase bank places holds on the deposits - the $230,000 from Adair won't be available to us for 2 weeks because of the holds they place on such deposits
That should be fine. Do you have the Chase account information?
Beneficiary of Account – Shield Legal, LLC
Routing Number – 044000804
Account Number – 8200392574
?
That's UBS. Shield account at Chase Bank is
We prefer not to use this account if we don't have - once the money is received I will request that Marc transfer it to UBS and will let you know.
got it. Just let him know the customer was having trouble getting his bank to wire to UBS.
No problem. We have this account open for one off stuff like this.
I just saw the $50k into the Chase Shield account - what should I apply this to?
There was a $150k deposit to Shield from "1/attorney" - any idea who this might be?
The guy who had trouble wiring and wanted to use the chase account was $50k as well
Ok so the $50k into Chase Bank was Wright and Shulte and the $150k is Brent Carson, right?
I just saw “chase shield” in your first message. Sorry got some sinus issues this morning
Okay so the $150k is Brent Carson, though?
i am expecting $50k from Wright & Schulte but they'll be UBS.
and let me know if you see two wires coming through that when added together total 600k
The 600k is from AWD/GFO. He was trying to get it out yesterday but he had to send an MSA to another attorney for approval
How is the PvS looking? I haven't looked because I am afraid lololol
there's a glitch on one. let me download and i'll make some notes for you
I heard that Marc was mad (about something else) so now I am afraid to send it to him. I am such a chicken!
well i haven't heard any panicking from andy or cam yet soooo
just FYI, this one is glitching: Mormon Victim Abuse - AWD/HRSC (TIP) - Contract
only 15 campaigns on there that have a negative balance. 14 if you take out the glitch
i've asked for a resync and i'll bug andy and cam on the ones i need their help on
thank you so much!!! I am definitely trying not to get yelled at 🤣
Highlights - AWD paid their past due balance.
We got a flatirons payment that helped me get anything they "owed" corrected.
It is definitely starting to look MUCH better for sure
Yessss! I will let you know once I see it!
yeah i'll get an invoice for that in a second.
Do you have a list of all the payments we've received for shield in June? Want to make sure our sheet is updated for Andy
good morning. have we gotten any payments from Bailey Glasser lately?
Just the $54,625 they paid a few weeks ago. Nothing since
will let you know once i see it. FYI, though, the bank is closing early today so we may not see anything until it reopens again on Monday
Marc wants to know what campaign the refund to Brad Lakin was for
I know it is Champions for the Injured but not sure specifically what campaign
I'm not really sure what's up with the PvS report but it keeps glitching suddenly on things. I'm going to have to alert Ryan again
Yeah... It's not recording payments. but when i go to copper, the payment IS RIGHT THERE
and if i delete it, it suddenly recognizes the payment and doubles it....as a negative
only thing i have for that is the guy who sent a check
No - that check did finally process but I think I know what it is. Lol - it's probably Marc transferring that $230k from Chase bank (now that it's cleared to UBS! Thanks for solving that for me!!!
Thank you for reminding me!!! $150k from Legafi
been a crazy day. finally gone 1 issue in the PvS report fixed tho!
understood! I will let Marc know it will be sent out tomorrow instead! no prob!
PvS honestly doesn't look that bad so I think he will be good with that and getting notes tomorrow should be okay!
that's good! i just need to make sure all the payments sync
$227,250 and $122,750 looks like both from AWD
Looks like they add up to be $350 San Bernardino - that's confusing the way they sent it lol
i just heard back from them. It's san bernardino. Maybe they had to split accounts or something
there is $450k coming in? Something you are expecting?
Oh I think I only got an unsigned copy of that invoice which I can't download. Can you resend a PDF when you get a chance?
Let's see who sent that one tomorrow when it clears.
Marc said the PvS sent yesterday was "way way off" Unless I am missing something it looks like it was only off by 2 additional items that were added - Levinson and DiCello. Do you know how often the PvS is resynced or update? I just want to make sure that there is some consistency with the timing of sending out the report to him so he doesn't end up getting conflicting views.
Ryan did a resync last night. Give me a few minutes and i'll have it
he might have looked at it when it was broken. 🙃
I don't have the data through EOD yesterday, is that ok?
I found all sorts of issues yesterday and i told ryan and zeke.
I want to send Marc the most updated data but I think he may also still be unhappy about the amount of uncleared items that continue to sit there. I think you had an idea to maybe clear them without completely erasing them - not sure if you determined that that idea won't work...
I'll see what i can do. Some are on my radar to ask cam about moving or something
he wants a clean file with no money owed. i get it
If that is possible it would be a good thing I think. Some old items I have written off the books because they are likely uncollectible and I wonder if part of it is Marc comparing Yardi outstanding with PvS outstanding which is obviously going to be off because I have removed uncollectables.
Ooooh can you send me what you marked as uncollectible?
Yes - he hates the fact that we are not truly prepaid on work we've done
Man he would have hated the place i used to work at
some of the terms were wacky like... 75days to pay from date invoice was "received"
Ok i just downloaded a new PvS. I just turned on a lot of stuff too so some stuff will be blank.
ugggggh I wonder if he saw the totals and was like this is wrong. Because i'm harassing Ryan about it. Some of the budgets are doubling
He just emailed me and it looks that may be part of it
How do you want me to explain to Marc? Since I don't quite know what is incorrect
because i'm about to throw up a giant red flag in a chat i have about the stuff that goes into that report
He just says deposits are millions off - not sure exactly what he means since he's only been texting me quick messages about it
i just sent the "houston we have a problem" message
i've been bugging Ryan repeatedly about one that i found. Now it's 6
I'm going to try a quick fix but it would just be a bandaid. one of those started duplicating at some point in its history
Yeah just talked to Marc and finally understand that the paid revenue seems very high - must be dups
K, i'm trying my experiment. Fingers crossed it works.
i don't know if i can do the quick fix. i just tried and it doubled itself.
I can download the PvS and manually fix the ones that are broken until Ryan can fix it.
How long before Ryan fixes? Because I can send Marc a report that we alter but he is going to still look at the live data and if it doesn't match it won't matter what kind of fixed report we send... 😞
Let me do some tests. Give me a bit and i'll try to see if i can fix it. I'll send you a manual copy with my notes
i think Ryan is resyncing. Anywho, here's the manual version. I added notes and updated the totals. i highlighted the ones that are doubling.
I'll have all the notes done by EOD tomorrow.
i would say today but i'm trying to get this hot mess fixed too lol
Ryan still hasn't done this resync. If necessary, i'll do the same thing for Marc tomorrow
ok. How often does he resync? Is it just as needed or does he usually do it daily?
The system should sync every 5 - 10 minutes. When he does a resync, it can take up to 20 and i usually have to request it. Right now, i'm waiting on that request. But i don't think what i did will work. Somehow one of the IDs is making these campaigns duplicate. he needs to dive into the code and i don't know code. 😕
oh I see! Thank you for explaining it to me!
$58k from ELG and $2,375 from Meadow to Shield
Woohooo! That meadow was supposed to go to TIP 😕 i think Kyle got in a hurry
I was wondering about the Meadow payment. That makes sense - we'll transfer the money to the correct acct
@Rose Fleming Ryan is trying to figure out the issue with PvS
I think Ryan fixed the doubling in the PvS report
hi @Rose Fleming. Wright and Schulte said they sent a payment on the 7th. Would have been a total of 150k have we seen it
I am so sorry - I got distracted this morning and totally forgot to tell you that we did get $100k from Wright. Let me see if the $50 came in yet
Friday is credit card payment day so I usually get swamped in the a.m when I am paying them - easily distracted
Does anyone know when Looker might be fixed?
hopefully within the next two hours. Lawruler somehow broke it
ok, the 50k payment: "19767 is the code. They were wired within 5 minutes of each other"
The bank says the $50k was received but they are not sure why it hasn't posted to the account. Probably a glitch on the bank's end but they are working on it. But they have confirmed we have it dotdotdot
Our bank rep thought it was weird too because he clearly remembers seeing both
FYI i'm out with a stomach bug today. Working from home. @Rose Fleming
Are you gonna be able to update the PvS today or do you not have as much access from home? I can let Marc know if you think it might be delayed.
i'm going to go try to eat a bit and should be able to update it when i come back from lunch
Finally going to lunch. Will start pvs at 1 @Rose Fleming
nothing! I checked about 10 mins ago. I will check again in an hour or so
Ok i just finished PvS. I'm going to give it 5 minutes and check it to make sure it syncs
but we did get a payment from ELG and i asked crump for their portion lol
Yep I finally see the 2.6 million posted!
just a heads up @Rose Fleming. there was a change made to the dialer yesterday. I'm playing around in copper which will have some things show up in PvS. They'll go away.
Are you gonna have a new PvS today because Marc did email me this morning that the PvS report I sent him yesterday doesn't make sense - I wonder if it's because of the dialer change thing...
weird. the one i sent yesterday was what i pulled at 3pm.
i'll redo it. I'm not entirely sure why it wouldn't make sense. Did he say why?
or 1pm. still it would have been everything up to EOD sunday.
and i work on it everyday so yeah i can do another
No he didn't specify. He just said he didn't understand it and we'd go over it later. I am not sure what doesn't make sense because I reviewed before I sent it over and I thought it looked fine. Maybe he was expecting to see the Flatirons but we hadn't actually received the money yet
ok will remember to check periodically throughout the day
just got 2 checks from DiCello $950 and $2,975
They are drafts i was trying to get Abe to approve
fyi @Rose Fleming i'm applying the Flatirons payment. Then i'll update PvS
The DiCello check stubs reference payment of those invoices 25103 and 25085 but the writing is so tiny I just didn't see it until now
OOOOH i bet it's Crump. They usually wire stuff at the same time
And $2,975 coming into TIP? I wonder if it's DiCello again but they sent a check for $2,975, too. Anyone else owe us $2,975?
that 58k is probably crump but let's confirm in the morning. 🙂
I just applied money to Wood Pellets and closed it out
ELG and BCL are making monthly payments it looks like of at least $116k combned. Pollution should be done in about 2-3 months ish?
ELG and BCL are making monthly payments it looks like of at least $116k. Pollution should be done in about 2-3 months ish?
ELG and BCL are making monthly payments it looks like of at least $116k combned. Pollution should be done in about 2-3 months ish?
I only have Crump owing $26k towards Wood Pellets - did you apply the remainder to NH Juv Hall?
This is what is currently on Shield's books due from Crump
Wood Pellets/Michigan are ELG and BCL combined.
ok they sent 250k because that's all they were going to do for it. It's also not budged. We'll wind up moving the funds.
can you send me the current shield info so i can check stuff and send you what you need?
Do you need just the current Aging detail on Shield?
yeah whatever you show as open now that wood pellets is paid in full
Sorry I got sidetracked. Do you mean Crump is paying his portion of wood pellets and ELG's portion?
they're sending money to pay towards their joint campaign. They agreed to split things 50/50
Let me send you what I have although I have not applied the $58k Crump sent yet. Once you've reviewed Yardi's aging let me know how you want me to apply the $58k
This is the breakdown i send. This balance should match the current PvS. Just waiting for that to be ready.
https://docs.google.com/spreadsheets/d/1wNHWYbXuzTWf-RL1jzQs-4QNyQJTFjHoUFk52W-zTk4/edit?usp=sharing
when they are done with it, i'm throwing a party lol
I just emailed you. Crump owes 26k and ELG owes $26k which doesn't add up to $58,000. I am so confused which is easy to do lololol
that $6k would go towards michigan pollution.
distant relations but they've lumped it all together
i'll spend some time with your file and get it back to you
Cool! I won't do anything until you tell me what to do.
here we go! some of these i need to research. And Meadow Paraquat was a confusing ordeal.
So to clarify I can go ahead and write off the $202,824 portion from Meadow?
Oh I forgot - there isn't an additional MI pollution that I can apply the $6k to - both BC and ELG will be paid off with an additional $6k that I don't know what to do with
hmmmm idea! What if i give you an invoice for the remaining overage on michigan?
here we go. Once you apply the 6k, you'll match the PvS
This invoice is for $305,300? What am I missing
They're way over the budget. So that's what they owe Shield
once you apply the 6k, there will be $299,300 that they still owe
yeah now you can just throw their money at that like i will lol
FYI, just sent this at the request of the firm. They're going to pay their overage.
but we probably need to think about it/discuss it before doing it lol.
i could create invoices for the negative amounts on the PvS report that Marc sees
That reminds me - Marc stopped by my office today and he wants me to set up a meeting with Andy regarding outstanding items on the PvS that Andy is working on getting paid
He's ... somewhere, i forgot where, at the moment.
If you shoot him a message he'll give you an idea of when he can meet
Oh - I guess I can email Andy Marc's questions and then he can have time to prep what the discussion will be. I figure he wil not have much time since he is travelling
I'm about to bug him about it too. Same for Cam.
good news on this one - Chowchilla Womens Prison Abuse - AWKO/GoldLaw (TIP) - Contract - they're going to pay the amount they owe (like 1250). I'm expecting it next week
What are you referring to? AM I missing something?
Andy just replied to your email that I'll answer
Oh well that is good. I can at least let Marc know since it sounds like a Monday meeting wont be happening
I did apply the funds on Vam AFFF 1 to VAM AFFF 2 so it did go down a little. But not a lot.
Do you think you will be able to send an updated PvS sometime tomorrow and include Andy's notes?
actually wait... i can remind myself with slack
I sent some questions to Cam too but i haven't gotten his responses yet
good morning @Rose Fleming PvS. I'm waiting for all the adjustments to be done so i can have more current data.
ok i got the updated document. Working on it now.
Notes included. along with estimated payment date.
Just fyi @Rose Fleming I’m watching a few things this weekend so I’ll have a more updated pvs for you Sunday
Do you think you'll have an updated PvS today with notes or is tomorrow more likley?
This afternoon for sure. At the dentist right now
is that credit thing reflected in this? I probably just don't know what I am looking for
yeah only thing i can do is add it to Bard PowerPort as a payment.
I'm not really sure if that will work because my brain wants it to be separated out lol. But I'm also thinking maybe Marc wants it separated out? i dunno. i'm also tired
He will let us know if he doesn't like the way it appears.
I am not special enough to have a desk phone lol
Marc was asking - is it okay to give him your cell number?
Ihave no idea why. I did get an email from Yan saying there was some delay on the receipt of that credit - and so the credit hasnt actually been aid yet. But that just happened.
He's probably just wanting clarification on something
maybe. I asked if he wanted me to work with you on anyhing and he ignored me lol
weird. Well i turned off my bluetooth so my hearing aids don't try to cause issues if he calls lol
Hey @Rose Fleming I've got a refund that needs to be done
Key Bank ABA# 021300077 For the account of: RN Litigation Consultants, LLC Acct# 320861000208
Can you email this to our ap department? The email is shieldap@accountingdept.net - we have a new hire (Morgan) and this will be good for her to work on.
I wound up on a zoom call with him, Andy and Ryan
Ryan had to do some changes. And what he and Andy were looking at was totally different than what I got
How did they get a different view than you?
Ryan had made something different for Andy’s accounts a couple of days ago 🫠
We are gonna change the way some stuff gets entered into copper. Which should help. But I went line by line to make sure the paid amounts are right
Oh...and it didn't exactly match. I've had that problem with other pages on Looker that should match but don't exactly
Were they able to appease Marc after all then?
Good! I had hoped whatever it was wouldnt be too much for you lol! Marc is great but can be very intimidating
I was feeling pretty good about the PvS and then I didn’t lol
But it’s going back to these issues I’ve brought up to Ryan. Anywho Andy told me that he will step in when Ryan isn’t going fast enough lol
Can you let me know how you are going to reflect this in the PvS so that I can let Marc know?
I'm wondering if it's going to reflect in the spend that's on the PvS report. Who all was on that email?
i don't want to double dip if Cam is going to account for it in his daily adjustments. 🙂
Good point. Let me forward you the email so you have it
maybe it is something you can ask Cam just to make sure
i gave Cam a heads up that i have a question about it. He's in Paris. It's like 5:45pm there... i don't want to interrupt his wine drinking time too much lol
I also just realized that the TikTok credit won't show up in today's PvS because it's for yesterday. I'll bug Cam tho
i want to get it right. i don't just want to put it somewhere willy nilly
Just got a check in the mail for $25k from Stinar Gould
Hi @Rose Fleming Do you have an update on the refund request i sent over Wednesday?
ok when they get done with the financials today, i'll be able to see if that tiktok credit is reflected in the spend
I got you invoice for LCA but I need to add a full vendor with address into the system. Can you let me know what firm LCA refers to - I can google them
they should be in the system. we've invoiced them before
yeah sales had me do these as LCA. but same people
Were you able to see how TikTok was applied in looker? Did Cameron end up doing it instead of you having to figure something out?
it doesn't look like it's in there that way. I want to ask Cam how to apply it. for NOW i can put it as a credit in the account but I feel like that's just not a kosher way to do it lol
so for now tell him it's in the payment/budget section. It will probably change but it's in there
word on the street is that Legal Case Advisors sent us some money
i just found out. we might not see it until later
Okay so I see $150k coming into Shield Chase Bank account
When do you plan to have the PvS ready for today?
Cam said that Flatirons is sending $$ soon by the way
which is good because i can't move anything else around.
I feel like I say that every Monday, though
Oh was that TikTok credit thing updated in PvS since last week? I remember you said it was in the pending budgeted section awaiting further direction from Cam
yeah that's where it's living right now. I'm not a fan of it being there. I just haven't had a chance to bug Cam about it
And the TikTok ad credit thing has been suspended
So there was about $30k spent before it was cancelled
Ehhh this whole thing is weird and confusing lol. Because my mind is like “they gave us a store credit”. Like it seems like We’ve already spent the money. They’re just giving us extra in the same amount.
Finally got a check in the mail for 1250 from Goldenfarb
fyi, i'm sending an invoice that has a 60% chance of getting cancelled. It's another 500k to Meadow
Just saw $54,179.31 Ben Crump deposit into TIP
so i'm expecting a total of 1mil from meadow in the next week
I processed $10,000 payment for DIshowitz today
happy monday @Rose Fleming! Can you send me a list of all payments shield received last month? I want to make sure i got everything recorded
Yes I will send you the full AR report for the month.
It's been a wild Monday!!! Do you think you'll have PvS done today or should we shoot for tomorrow?
it has been wild. I haven't even had a chance to open it
let me see how it goes with this next report I'm doing.
Sounds good! I am really trying to get caught up and struggling for sure!!!
this firm wants this, andy needs this, andy needs this, this firm needs this, i need restroom, this firm texted me for this...
$500k from Flatirons - that's a low amount for them lol
Yeah I was gonna tell you they were sending that. It is low.
Oh I totally forgot to ask about the PvS report!! Do you think you can have one ready today?
Well I am just now getting to the invoices you sent yesterday for Simon Greenstone - just want to confirm that this is a new client.
i just got an update from Andy on the two for VAM -he has a meeting with them this Thursday
Awesome! Here's hoping we get paid!!! I will make a note!
They are paying the Michigan Sex Abuse Campaign invoice for Meadow. total $250k so i'm expecting another payment
When we started the campaign, Meadow was just like "make sure Yih is on there somewhere"
So I can apply it to that $250k Meadow invoice then?
@Rose Fleming Ok this is gonna get fun:
$500k confirmed coming today from Meadow (just wired) $140k confirmed coming today from ACTS (just wired)
Wait they usually send to our old Chase account. Hang on...
I verified the UBS info with him but there's a chance he did that instead
To confirm this is what I have outstanding for Meadow now
oh no though! Where is the wire. Hang on let me check again
it will show up. might be delayed because it's noon?
FYI i'm about to edit/replace the Mormon Abuse invoice I sent AWKO the other day
Ok - thanks for letting me know. I will note so I don't have duplicate invoices on the books.
no change to the amount. i' m just going to send it to them again. It's not a duplicate.
For some reason when you send me a Slack I am not getting the notification. I am going to close out and then get back in. BRB!
What am I supposed to apply Crump to? He only has an outstanding 299,300. Just book against that? Is he just making payments on it?
I only have MI Pollution still open for him
I know!!! We should have a pizza party to celebrate!!!
expecting $500k tomorrow from Parker Stinar. just sent it
i had a wild hour. everyone wanted something lol
Probably because Marc and Cameron are in town al next week!!
Really? i think it's totally unrelated to that lol
Is Parker Stinar the same as Stinar Gould Greico & Hensley?
Or do I have to enter him as a new vendor?
let me know when you see that payment from AWKO come through @Rose Fleming
i just got a wire notification from acts. i think it's for $50k
just emailed you about a refund. i know i know
I will forward to our payables department. Thanks, Malissa!
thank you! i'll have another one for you but i gotta ask cam a question about it
Hi @Rose Fleming regarding that refund, can you guys wait on sending it? There might be a couple more added. I’ll know more on Monday.
$250k from Aylstock and $50k from ACTS received
Are you going to be able to complete the PvS today do you think? There is much activity in the building today, I know!
I don’t have enough flatirons. They are going to send another $500k
@Rose Fleming Here we go. I'm just waiting on the flatirons payment to be able to take care of their negatives
@Rose Fleming Here we go. I'm just waiting on the flatirons payment to be able to take care of their negatives
Can you send me an updated PvS after you add the Flatirons? I told Marc I would send an updated after Flatirons was received
Do you want me to wait until Ryan and Cam finish their updates or should I use yesterday's?
Do you want me to wait until Ryan and Cam finish their updates or should I use yesterday's?
Oh if their updates will be finished by today then sure we should include that! Thanks for thinking of that!
no problem. i just don't know how long that will be 😕
Me, too! It's been such a hectic 3 weeks I would say
So i talked to Ryan yesterday about adding something to the CRM that Greg and I use. It's going to probably clean up the PvS report
Basically if a campaign gets closed and has $$ owed, it's going here
So it's not going to sit in the PvS report forever
it can be its own thing. have its own life. etc
I made a copper change months ago and ryan was like AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAACCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCCKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKK
he wasn't mad. it just messed some stuff up lol. Like.. i didn't know lol
So yesterday i finally got the chance to talk to him about it and he added it
$55,150 coming in from Ben Crump to Shield
let me make a reminder and i'll get back to you. iv'e got something urgent
Oh I hope you got through your urgent task!!!!
Thanks! I will apply toward that since it's the only one open on Shield
Oh wait. I didn't want to disturb you before. Ben Crump also sent $31,860 to TIP
ok so this is a start. I still have some to move but the PvS has less noise on it
Don't know why I picked a smiley face with a tear
you know what's sad? I thought i sent that invoice to them last week.
$58k from ELG!!! Since they don't owe anything do you want me to apply against Ben Crump's balance?
You guys are doing a great job collecting!!!
Marc keeps bugging cam and not me About pvs so that’s an improvement maybe
I am still so excited to see the old balances cleared up!!!
There is some problem with our bank's website but it looks like we are getting $100k from Milberg and $200k from Pride Law
I think i'm going to wait until monday to do anything with those payments. I just want to be sure what's showing is correct. 🙂
Me, too! LOL That is why I figured he must be travelling
I sent you the AR aging reports - can you update your notes for the red highlighted cells? Those are the ones Marc is questioning.
something is up with my gmail. it's sooooo slow
My Slack won't notify me when I get messages. And I couldn't open PDF files earlier 🤔
Ohhh duh! Yes - sorry I was having weird issues with my Excel today and stuff was getting entered in wrong cells. i thought I fixed all teh ones that were being weird.
Yeah computers are being weird. Mine is better now that I restarted I think
On the Shield aging notes I am a little confused on a few. So for Van are we saying the $12,050 is not due? If so let me know and I can write off. And the $25,000 remaining on Meadow - should that also be written off as it is not due?
The $25k for meadow might happen but they don’t owe anything yet. Up to you there.
And yeah on Van. They have funds that covered it from another campaign that’s closed
Ok I will write off the Van and make a note of Meadow! Thank you!
I just realized I never asked you about PvS today. Is it good or should I wait until tomorrow for updates?
alright will let him know! At least I can send him your updated notes which is helpful!!
it's on my radar, it's just there aren't enough hours in the day lol
i'm expecting 50k from ACTS today or tomorrow
@Rose Fleming FYI:
[11:36 AM] @Malissa @Cameron Rentch Malissa can you please cancel the original invoice that you sent to Michael Flannigan and resend him two invoices: 1 for Chowchilla for $200,000 and 1 for San Bernardino for $150,000.
Thank you
I'm going to reduce the San Bernardino one and issue one for chowchilla
@Andy Rogers is there a particular KPI to use on the chowchilla invoice?
i do not. been in meetings and trying to fix stuff. i've got maybe like.... part of it done
i'm in a meeting about reducing my work load lol
YES!!!!! I feel like you do need backup help for sure especially as we grow!!!
well let me know - I leave today at 3:30 and if you don't have it done today I can let Marc know it will be tomorrow
i just got off the call! working on itnow lol
i'm getting pulled into another meeting. i'll keep working on it and just send it to you when i'm done.
We're feeling it too. We have a new clerk but she is still training so we're still behind
Do you think I can tell him you might have PvS ready tomorrow morning?
Yeah when I get back to my desk I’ll work on it. The negatives that could be cleaned up are cleaned up
in case he asks where everything that was super old went, let him know that those campaigns are closed and I've moved them to a collections section. So we haven't lost sight of them. 🙂
How come the totals at the end of each column don't tie - is taht a Ryan thing he has to fix in the system?
Can you send me a screenshot or the file highlighted? I was so busy yesterday I didn’t see that
It's usually that way - I don't think it's you. I think it just doesn't grab everything for some reason. It may be the way Ryan has it set up. I usually add a formula to total it myself.
I was just wondering why it doesn't match
I am sure there is a good reason that I just don't see
Yesterday I moved some things into the collections section and I deleted them from that sheet. So I think it’s me lol
It was like 5 and I was just out of a 2 hour meeting
No worries. I can adjust it myself. I really don't think it's you - I've seen this before...
ok i just pulled it again and it looks like everything is matching. so yeah it was malissa shenanigans lol
I am leaving early today but will be back tomorrow morning. I will let Al know to email you if any cash comes in.
Hey thanks for sending that to Michelle. I was stressed out and couldn’t remember. I’m going to create a refund people contact entry lol
No worries! The AP email address that Michelle sent you goes to me, Michelle and our accounting clerk Morgan so we will all see it and Morgan or Michelle usually handle paying. I only do it if both of them are out.
Anything that doesn't need to be paid out you can just email me as you normally do.
Morgan is new and still in training but eventually she will handle making all the payments
I guess Marc didn't like cleaning up old stuff on the PvS after all
lol he didn't. he told me not to do it again lol. he likes seeing it
I guess he just meant cleaning up the negatives lolololol
i did tell him it was closed ones. but i moved them back super fast and it was ok. i just won't do it again and give him a heads up with i'm closing something because we got $$$$
hi @Rose Fleming Ibrahim Law Firm is requesting a receipt of sorts for the wires they sent. Just for their records. I'm also sending them corresponding invoices.
The payment dates were on or around 7/11/24, 8/27/24, 8/28/24, 9/9/24
It's just the ledger balance from our system
like when we enter it this generates basically?
yes. Whatever we enter in the system produces a ledger like this. Unfortunatly I can only download in PDF format so I can 't erase the error of someone entering an invoice and then removing it
oh maybe not. I think it was the other day
Do you think you'll have an updated PvS today that I can send to Marc?
yeah just waiting on Cam to finish adjustments
awesome! I haven't even had five minutes yet to look at the aging reports!!!
This only took me forever lol. I'll follow up on several of these this week.
Did you see the invoice from Focused? Is she saying that they sent the payment because we ddn't get it. I can ask the bank
Can you get proof from her that they sent the ACH? I may need that to show the bank...
i've been working on chasing some old returns lol
I just checked the bank - no new money from anyone else
You're not going to believe this - I just got the check from Focused Lit
Is Napoli Shkolnik a new client? Just want to make sure they are not under some other name before I add them as a new vendor in the system
$950 received from Meadow. Not $950k lol - just 950
When they told me what invoice they were paying I was like “turds”
Are we expecting any big deposits any time soon? It would be helpful....
Well I invoiced 2mil yesterday. Im hoping we get that this week
And Meadow sent the 950 to Shield instead of TIP. I will transfer between accounts
$100k from IBEX Media - any idea what that is?
Ibex Media Services, LLC 865 S Dixie Dr Vandalia OH 45377 Attention: Kris Stout
^Kris works for Wright and Schulte. Also, that's their address!
I will make a note for future, too so I don't ask again
FYI, the bay point chowchilla invoice is getting revised to 250k
Thanks for letting me know. I will update.
Is it me or is everyone in a grumpy mood today
BUT i haven't been around a lot of people this week. I've been working on a ryan project
Maybe it's me lololol! It's possible I am the grumpy one!
Andy is always able to get people to laugh, though. I feel like it's easy for him!
people are probably grumpy with all the bosses here
let's not tell them in case it was a mistake lololololo
FYI, the most recent Focused Lit Solutions invoice was updated
on Tuesday, can you send me a report for all payments we received in August? i ask because Andy has me double check everything for commissions. 🙂
Can you remind me on Monday so I make sure everything is doublechecked and ready for Tuesday?
Is it something you need to invoice because I don't think they owe that much
Yeah. They went out of normal process for a campaign set up. I just need to confirm and then I’ll invoice
Sounds good! I got scared for a moment that I missed something
ok @Rose Fleming the last Milberg invoice is going to be updated to 80k
$110k is getting wired today from Oakwood. He's sending the rest next week