在线帮助

Collect in My DSO Manager

• How to apply late payment penalties?
• How to apply recovery cost?
• How to assign a collection scenario to a client?
• How to assign a collector to a client?
• How to associate a colleague to your clients?
• How to attach files with items ?
• How to automate the collection actions?
• How to create a dunning action with only selected items of customer account?
• How to create a specific action?
• How to group the collection?
• How to ignore a transaction during the collection ?
• How to make live a specific action?
• How to manage a payment plan?
• How to manage payment centers?
• How to manage your customer contacts?
• How to use actions graphs?
• How to use the multi-criteria advanced search
• What are the interactive emails and how to activate them?
• What are the internal interactive emails?
• What is a collection scenario?
• What is a Group and how to assign it to your customers?
• What is the action out of collection scenario?
• What is the contact for collection?
• Why and how to qualify items (invoices, credit notes...)?

Disputes management

• How to create and close a dispute case?
• How to manage disputes types?
• What is the dispute resolution duration?

Account deletion

• How to delete your data?

Automatic import

• How to import your data automatically?
• 在My DSO Manager将您的 Atradius数据进行同步更新
• 在My DSO Manager将您的 Coface数据进行同步更新
• 在My DSO Manager将您的 Allianz Trade数据进行同步更新
• 在My DSO Manager将您的 Creditsafe数据进行同步更新
• 在My DSO Manager将您的 Dun & Bradstreet数据进行同步更新
• 在My DSO Manager将您的 Ellisphere数据进行同步更新
• 在My DSO Manager将您的 Infolegale数据进行同步更新
• 在My DSO Manager将您的 Intuiz+ by Altares数据进行同步更新
• 在My DSO Manager将您的 EBP itool数据进行同步更新
• 在My DSO Manager将您的 Odoo ERP数据进行同步更新
• 在My DSO Manager将您的 QuickBooks Intuit数据进行同步更新
• 在My DSO Manager将您的 Salesforce CRM数据进行同步更新
• 在My DSO Manager将您的Sellsy CRM数据进行同步更新
• 在My DSO Manager将您的 Chorus Pro数据进行同步更新
• 在My DSO Manager将您的数据进行同步更新

Customize

• How to create alerts
• How to customize the Global view?
• How to manage Search & Assign?
• Personnalisez My DSO Manager selon vos besoins

Manage collection scenarios

• How to create or modify a collection scenario action?
• How to create or modify a collection scenario?
• How to manage templates of emails and SMS?
• How to manage your letters templates?
• How to use multiple logos?
• List of tags #Hashtag

Manage credit limits validation

• How to create or modify credit limit validation levels?

Manage payment profiles

• How to manage customers payment profiles?

Manage status

• How to manage statuses?

Management of users

• How to add images (photos, signatures ...) to your profile?
• How to manage users of your Multi-Entities accounts?
• How to manage users?
• How to reset your password?
• What are the users roles?

Manual import

1. How to create your CSV files with Excel?
2. How to create your import files with Excel?
3. How to import your customers contacts details ?
4. How to import your customers master data?
5. How to import your data (clients, receivable, ...) with a file (CSV, TXT, or XLS) via our « Smart Upload » module
6. How to import your receivable data?

Security settings

• How to maximize the security of your account?
• How to restrict access for some users roles?