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 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 create alerts
• How to group the collection?
• How to ignore a transaction during the collection ?
• How to make live a specific action?
• How to manage payment centers?
• How to use actions graphs?
• How to use the multi-criteria advanced search
• What are internal interactive emails?
• What are the interactive emails and how to activate them?
• 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?

Automatic import

• How to import your data automatically?
• Sincronice Creditsafe con My DSO Manager
• Sincronice Dun & Bradstreet con My DSO Manager
• Sincronice Ellisphere con My DSO Manager
• Sincronice EBP itool con My DSO Manager
• Sincronice Odoo ERP con My DSO Manager
• Sincronice QuickBooks Intuit con My DSO Manager
• Sincronice Salesforce CRM con My DSO Manager

Customize

• 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, letters and SMS?
• 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 import your data (clients, receivable, ...) with a file (.csv, .txt or .xls) via our « Smart Upload » module
2. How to import your customers master data?
3. How to import your receivable data?
4. How yo import your customers contacts details ?
5. How to create your import files with Excel?
6. How to create your CSV files with Excel?

Security settings

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