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...
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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:...
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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...
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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...
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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...
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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...
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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...
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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...
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In line with the new features that have been released last weeks, it is now possible to visualize the evolution of disputes and other statuses (promises to pay, litigation, ...etc.). These improvements have been applied on « Disputes » and «...
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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...
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