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Atualidades My DSO Manager

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Edit or delete comments without creating new status

Segunda-feira, Outubro 16 2017

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...

Quickly filters items of a customer account!

Quarta-feira, Setembro 20 2017

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...

News My DSO Manager

Terça-feira, Setembro 5 2017

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 or by...

News My DSO Manager

Terça-feira, Julho 11 2017

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 information...

News My DSO Manager

Sexta-feira, Junho 16 2017

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 months. Credit...

Create templates for specific actions!

Quarta-feira, Maio 24 2017

Specific actions are used to manage particular situations when the collection scenario is not applicable. They can be created for some items or the full customer account. Dispute follow-up, Promise to pay follow up, litigation...etc. are all reasons...

View the aging balance as of previous dates!

Terça-feira, Abril 25 2017

It is now possible to display the aging balance report at an earlier date in My DSO Manager. This approach is particularly relevant to review the evolution of overdue from one day to the next and to observe developments on previous dates (for...

New report in My DSO Manager → overdue trend

Quarta-feira, Abril 19 2017

Several novelties and improvements concerning the evolution of the results & performance will be put online in the coming weeks in My DSO Manager! The first report added shows the evolution of overdue over time (weekly or monthly). Like the other...

Filter your Aging Balance according to the items statuses!

Segunda-feira, Março 13 2017

It is now possible to filter the Aging Balance by type of status and status. To do this, select in the report:one or several status types (in bold). In this case, all the statuses belonging to this category are included in the filter.one or several...