Quickly select a list of clients or items using a copy-paste Onsdag, Maj 16 2018 Do you have a list of accounts or items that you want to filter quickly without having any common criteria? As for example a long list of items to qualify, or customers to assign a collection scenario? To do this, two possibilities: From the... Læs mere »
Improve your performance with a My DSO Manager training session! Torsdag, Marts 15 2018 You want to improve your My DSO Manager use? Our solution is used for some time in your company and you want to go further in its use or in the setting (creation of scenarios, payor profiles, ...)? You want to train new My DSO Manager... Læs mere »
Connect Creditsafe with My DSO Manager Fredag, Marts 2 2018 It's possible to include your Creditsafe data (« Note » and « Recommended Credit ») to your customers files using our connector « Creditsafe Connect ». This feature allows you to daily follow-up your account receivable against Creditsafe's... Læs mere »
How to export data from My DSO Manager ? Tirsdag, Februar 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... Læs mere »
Why associate a Collector to your clients? Onsdag, Januar 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... Læs mere »
Approve your credit limits in My DSO Manager Torsdag, December 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... Læs mere »
News My DSO Manager Onsdag, November 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,... Læs mere »
News → Good or slow payers? Simply identify your customers with payment profiles! Onsdag, November 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... Læs mere »
Edit or delete comments without creating new status Mandag, Oktober 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... Læs mere »
Save your search criteria and reuse them quickly! Torsdag, Oktober 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:... Læs mere »
Quickly filters items of a customer account! Onsdag, September 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... Læs mere »
Add a global comment to your customer file or to a contact! Tirsdag, September 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... Læs mere »