How to export data from My DSO Manager ? 週二, 2月 13 2018 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... 继续阅读 »
Why associate a Collector to your clients? 週三, 1月 31 2018 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... 继续阅读 »
Approve your credit limits in My DSO Manager 週四, 12月 14 2017 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... 继续阅读 »
News My DSO Manager 週三, 11月 15 2017 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,... 继续阅读 »
News → Good or slow payers? Simply identify your customers with payment profiles! 週三, 11月 8 2017 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... 继续阅读 »
Edit or delete comments without creating new status 週一, 10月 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... 继续阅读 »
Save your search criteria and reuse them quickly! 週四, 10月 5 2017 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:... 继续阅读 »
Quickly filters items of a customer account! 週三, 9月 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... 继续阅读 »
Add a global comment to your customer file or to a contact! 週二, 9月 12 2017 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... 继续阅读 »
News My DSO Manager 週二, 9月 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... 继续阅读 »
News My DSO Manager 週二, 7月 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... 继续阅读 »
News My DSO Manager 週五, 6月 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... 继续阅读 »