Atualidades My DSO Manager

From most My DSO Manager screens and reports it is possible to export the data to Excel, with a simple click on this button: The columns separator is set by the language of your account → for English it is a comma "," for most of other...

In My DSO Manager the Collector is the person in charge of collection for one or several customers. You can assign a collector either « customer by customer » form the customer sheet, « in mass » with the help of the customer search, or by the...

Set a credit limit for each of your buyers allows to manage your accounts receivable according to their financial capacity and their solvency. This is a key element in the management of the risk of bad debts, which is the root cause of financial...

Here are the new features recently added to My DSO Manager: Creation of a multi-criteria advanced search → It's now possible to perform searches mixing items criteria (invoices, credit notes, payments, ...) and clients (client code, collector,...

What is the payment behavior of your customers? How to follow in a particular way the good or slow payers? You can now define your payment profiles criteria and visualize in My DSO Manager which category each customer belongs to: the payment...

Do you have a new information, a comment to complete or to correct on an item ? Status and comments are editable by clicking on the desired item, then by editing it with the pencil on the bottom right: If this comment has been applied to...

Do you regularly search using the same criteria? → add the search page with the desired criteria to your bookmarks in your web browser! Just click on this bookmark to find your selection again:...

If you have many items on your customer account, you shall quickly filter only some items based on one or several criteria (regarding a specific PO No, or to create a monthly statement...). Nothing's easier! There are two possibilities to do that...

It may be relevant to show certain information about your customer: risk, blocked account, general behavior ... In order to attract attention it's possible to enter a general comment at the customer file level (not specific to certain...

Here are the new features recently added to My DSO Manager: Evolution of the interactive emails landing page and internal interactive emails : An icon « comment sent » appears on each transaction when a comment has been sent by the customer...

Here are the new features recently added to My DSO Manager: Order backlog is now included into the total outstanding amount → it's now possible to import the amount of order backlog per customer (orders received not invoiced yet).This...

Here are the new features recently added to My DSO Manager: Force password change → It is now possible to set the maximum number of months between two password changes. Only the Administrator can change this value between 1 and 12...