My DSO Manager adapts to your operational needs through a tailored configuration.
Each option below can be activated on demand, enabling more precise and fluid management, fully aligned with your internal processes.

Custom fields & client structure

Tailor your client database and documents to match your business specifics.

• Custom fields: Add up to 12 custom fields on your clients and 12 on your invoices (e.g. Segment, Market, ADV Contact…). These fields can be used for filtering reports, customizing dunning letters, or displaying on account statements.
   
• Business keys:
  • Grouping code: Structure your data by grouping code to get a consolidated view of shared clients across entities (overdues, exposure, credit limits).
  • CUSTOMER_TYPE: Group clients by type (sector, region…) to enable targeted analysis at Multi or Entity level.
  
  
• Credit scoring: Enable your own internal scoring scale (e.g. A/B/C/D) according to your business rules.

Dunning & distribution

Control your reminders from content to layout for a smooth and efficient communication.

• Email reply capture: Automatically log your clients' replies within the interface.
   
• Maia Feedbacks: Smart analysis of email responses to prioritize your actions.
   
• Automatic validation: Automatically record internal comments received via the Interactive internal reminder.
   
• Sender customization: Define a specific user as sender of all automatic or manual reminders.
   
• Advanced SMTP: Configure CC/BCC, remove signature, send from the collector's address, etc.
   
• WhatsApp: Add direct links to the app for faster client contact.
   
• Reminder interval: Set a delay between two automatic reminders for the same buyer (default: 3 days).
   
• Customize reminder contents based on imported fields.
   
• PDF letter customization: Add logos, disclaimers, conditional headers and masks in your reminder PDFs.

Account statements & interactive reminders

Customize the layout and content of your reminders for better clarity and client impact.

• Displayable columns: ADV, Sales rep, Amounts, Overdue, Status, PO Number, Project, etc.
   
• Conditional display: For example, replace « Status » with « Chorus Pro status » if available.
   
• Interface customization: Add entity logos, Triman logo, remove « inc. tax » mention, etc.
   
• Conditional hiding: Disable GED links or payment buttons depending on the scenario used.

Reports

Generate targeted reports adapted to your organization and financial practices.

• Custom aging balance: Define your own aging buckets (e.g. not due, 0-30, 31-60…)
   
• Smart filters: Auto-preselection of Collector, ADV or Sales Rep based on user context.
   
• Cash collection: Focus on overdue paid items with actions taken.
   
• DSO - US GAAP: Apply the US GAAP methodology for DSO calculation.
   
• Consolidated risk: Option to disable consolidation based on legal ID.

Imports (FTP, SFTP, API, manual)

Automate and secure your data flows with advanced settings.

• Import blocking: Enable or block channels (FTP, SFTP, manual...) based on your needs.
   
• Data cleansing: Auto-remove zeros, correct formats, handle encodings, separators, etc.
   
• Protection: Lock columns, define a minimum number of fields, prevent overwriting empty data.
   
• CUSTOMER_UNIQUE_KEY: Use a unique buyer ID to secure and deduplicate your imports.
   
• Client imports: Manage currencies, legal IDs, sales reps, collectors, and staff associations.
   
• Item imports: Consolidation, sign control, alerts, original amounts, TRT type, etc.
   
• Contacts & users: Update via import, support for multiple emails, auto-replacement of buyer associations.

Exports

Generate exports structured for your business needs or BI tools.

• Enriched columns: Credit scoring, local currency amounts, unique item/buyer keys.
   
• Security: Restricted access to sensitive data (admin-only authentication).
   
• File format: Choose between CSV or XLS for all exports.

Access & roles

Precisely define what each user profile can view or modify.

• Role-based access: Define access levels per profile: Collector, Credit Manager, Sales, Admin…
   
• Specific rights: Credit Managers can update their own « My Account » information.
   
• Credit limits & guarantees: Editable depending on user role (e.g. Admin or Credit Manager only).
   
• Saved preferences: Filters are stored automatically (e.g. default collector in Global View).
   
• Additional restrictions for the Collector role:
  • Prohibit group creation or modification
  • Block scenario modification
  • Block changes to collector assignment
  • Save the collector automatically in default filters