How to ignore a transaction during the collection ?

In some cases, it may be appropriate to exclude certain transactions from your dunnings, for example when there is a small remaining balance pending to be writen-off.

There are several ways to manage these items in My DSO Manager


Select the transaction you want, then click on « Ignore the transactions in the collection »:



This transaction is now excluded from your dunnings, and will no longer be visible in the lists nor in the dunning amounts:






Enter your criteria, for example the list of invoices of less than 5 €:



Select the transactions you want, then click on « Ignore the transactions in the collection »:





You can add a rule to automatically skip transactions up to a certain amount that you can set.

Go to Settings, Manage collection scenarios, tab Settings, and set the amount below which the transaction will be ignored:




From the advanced search, add the criteria « Transaction ignored in the collection » to get the list