How to assign automatically collection scenarios with Search & Assign AI? Lunedi, Aprile 29 2024 To reach optimum performance and to confirm your company's credibility with your customers, it is recommended to adapt your scenarios according to your customer type and your recovery strategy. With this tip, we will take a look at how to set up... Leggi in seguito »
Discover the new Search & Assign AI Mercoledì, Aprile 24 2024 Fans of elaborated and automated settings, don't miss what follows! The new Artificial Intelligence Search & Assign combines the flexibility of My DSO Manager and automation in order to create simple or very elaborate settings intelligently... Leggi in seguito »
Display key comments from credit analysis on customer file! Martedì, Marzo 26 2024 Do you want to display key comments from credit analysis on the customer file? To do this, simply click on the little star next to your comment in the Risk report tab: The comment is now in bold to distinguish it from others. This will also... Leggi in seguito »
What payment solutions are integrated with My DSO Manager? Giovedi, Marzo 14 2024 Credit managers strategically leverage digital payment portals or platforms during collection efforts to prompt clients to settle outstanding invoices. These platforms offer notable benefits, including convenience, efficiency, and security.Digital... Leggi in seguito »
Customize and save your searches in My DSO Manager! Venerdì, Marzo 8 2024 As the first step in an evolution called «Search & Assign», it is now possible to save your searches and personalized reports in your My DSO Manager platform. To do this, the menu has been slightly modified with the addition of a new tab to... Leggi in seguito »
Update your resolver to any situation! Giovedi, Marzo 7 2024 As specific actions unfold in real-time, we occasionally encounter changes in our internal contacts, our resolvers, etc.To ensure optimal efficiency and relevance in follow-up actions, the previously identified resolver during item qualification... Leggi in seguito »
Your DSO report based on US GAAP calendar and formula Mercoledì, Marzo 6 2024 The US GAAP 4-4-5 calendar is a standardized accounting calendar commonly used in the United States.It divides the year into four quarters, each containing 13 weeks. We then divide these 13-week quarters into four-week periods. The only exception is... Leggi in seguito »
Precise and Dynamic Aging Balance Analysis! Martedì, Marzo 5 2024 My DSO Manager enhance your analytical capabilities with customizable filters for detailed report analysis, including options like customer groups and custom fields. For a more precise and dynamic analysis, you can zoom into specific slices within... Leggi in seguito »
My DSO Manager's Latest Update: The Arrival of Japanese and Romanian Lunedi, Marzo 4 2024 Following the successful integration of the Polish version of our platform, we signaled a clear message: My DSO Manager is expanding internationally. In today's global landscape, characterized by widespread business-to-business (B2B) transactions,... Leggi in seguito »
Involve your sales manager in customer relationship management Mercoledì, Febbraio 28 2024 Would you like to get your sales and commercial staff more involved in the collection process? Now, it's possible and recommended in My DSO Manager! Sales manager and sales administration are your customers' key contacts on a daily basis. They... Leggi in seguito »
Create an alert to display payment promises not met! Giovedi, Febbraio 15 2024 It is now possible to create an alert displaying all customers who have not respected their promise of payment. To do this, go to Collection / My alerts and set the criteria for triggering the alert: Alert nameNumber of days after promise of... Leggi in seguito »
Grouped collection: use the dedicated #Hashtag! Mercoledì, Gennaio 31 2024 Do you have several accounts for the same customer whose accounting is centralized? My DSO Manager allows you to group collection of several accounts in order to perform one action instead of several, and thus streamline communication with your... Leggi in seguito »