Setup

3 steps to implement our software

  • Import your customer data (account number, business name, address,...) as well as open items (invoices, credit notes, unallocated payments,...) from your system (ERP, accounting software, CRM,...)
  • Choose how to import your data
    • Manual
      Upload your Excel or CSV file into our Smart Upload tool
    • Automatic
      Sending automatically your files to our servers by FTP or SFTP
    • With our connectors
      Connect your management tool to import your files automatically
Finalize the configuration of your platform :
  • Personalize your collection scenarios and your recovery actions (emails, letters, fax and SMS) with #Hashtag
  • Create your customer groups for dedicated reports
  • ...
Start using the software My DSO Manager

Two approaches are possible:

With our supportWith our support

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-entity platform (for groups) and specific fields. Read more

Customized approach
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
Configuring the import of files created by your IT team, consistency tests.
After technical validation, administrator training (configuration of the platform, creation of recovery scenarios, ...) and users training (software functionalities)
Go live → users immediately start working in My DSO Manager

AutonomyAutonomy

The 3 first steps to use My DSO Manager

Create your account by clicking the button :
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, ...
Import your customer data (customer list associated with key information) and your receivables (invoices, credit notes, unallocated payments, ...), this in three different ways :
  • with the « Smart Upload » module for .csv, .txt or .xls files
  • by FTP / SFTP interface with automatic sending of files on the server of My DSO Manager
  • manually creating customers and accounting documents in the settings
You can start to use My DSO Manager and to work in your collection agenda

Being effective in 3 additional steps

Personalize your collection scenarios and your recovery actions (emails, letters, fax and SMS) with #Hashtag
Create your customer groups for dedicated reports
Involve your employees by creating their access to My DSO Manager

Do more with our Credit Management solution

  • Learn how to optimize your cash collection strategies combining telephone reminders, interactive emails 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 recovery while improving customer satisfaction through faster resolution of disputes

Test My DSO Manager right now!


See the demo