My DSO Manager setup

Our experts accompany you and advise you at all stages of setting up My DSO Manager, for configuring your platform and training users.
This customized approach allows you to benefit of a customized url, a Multi-Entities platform (for groups) and specific fields. Read more

Step 1	Step 1 Kick off meeting and functional analysis carried out on the basis of a questionnaire previously communicated. Realization of the interface guide including the data that must be included in the import files for your company
Step 2	Step 2 Configuring the import of files created by your IT team, consistency tests.
Step 3	Step 3 After technical validation, administrator training (configuration of the platform, creation of collection scenarios, ...) and users training (software functionalities)
Step 4	Step 4 Go live → users immediately start working in My DSO Manager

The 3 first steps to use My DSO Manager :

Step 1	Step 1 Create your account by clicking the button : Subscription
Step 2	Step 2 Fill your information and preferences to make best use of My DSO Manager: company name of your business, address, main currency, interest rate for late payment penalties, your company logo, ...
Step 3	Step 3 Import your customer data (customer list associated with key information) and your trade receivables (invoices, credit notes, unallocated payments, ...), this in three different ways : With the « Smart Upload » module for .csv, .txt or .xls files By FTPs / SFTP interface with automatic sending of files on the server of My DSO Manager With our API available on your platform You can start to use My DSO Manager and to work in your collection agenda

Being effective in 3 additional steps :

Step 4	Step 4 Personalize your collection scenarios and your collection actions (emails, letters, fax and SMS) with #Hashtag : Collection scenarios and dunning actions templates (e-mails, mails, SMS, ) with text, images (your company's signature for example), #Hashtags Status and payment profiles Credit risk and credit limits management rules Security and access options ...
Step 5	Step 5 Create your customer groups and custom fields for dedicated reports
Step 6	Step 6 Involve your employees by creating their access to cash collection software My DSO Manager

Do more with our Credit Management solution :

• Learn how to optimize your cash collection strategies combining interactive e-mails, phone calls and letters depending on the type of your customers (risky customers, public clients ...)
• Take advantage of the power of My DSO Manager to streamline communication with customers and between employees of your company
• Optimize your cash flow and debt collection while improving customer satisfaction through faster resolution of disputes
• Manage effectively your customer risk in order to anticipate any risk of non-payment