オンラインヘルプ

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 attach files with items ?
• 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 group the collection?
• How to ignore a transaction during the collection ?
• How to make live a specific action?
• How to manage a payment plan?
• How to manage payment centers?
• How to manage your customer contacts?
• How to use actions graphs?
• How to use the multi-criteria advanced search
• MAIA Emails : How to integrate customer response emails into My DSO Manager?
• MAIA Feedbacks - How to qualify items based on clients' feedbacks ?
• What are the interactive emails and how to activate them?
• What are the internal interactive emails?
• 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?
• How to track the progress of a dispute and manage the associated items?
• How to update a comment and designate a new resolver?
• What is the dispute resolution duration?

Account deletion

• How to delete your data?

Automatic import

• How to import your data automatically?
• My DSO Managerで Cofaceデータを同期しましょう。
• My DSO Managerで Intuiz+ by Altaresデータを同期しましょう。
• My DSO ManagerでSellsy CRMデータを同期しましょう。
• My DSO Managerで Allianz Tradeデータを同期しましょう。
• My DSO Managerで Atradiusデータを同期しましょう。
• My DSO Managerで Infolegaleデータを同期しましょう。
• My DSO Managerで Dun & Bradstreetデータを同期しましょう。
• My DSO Managerで Creditsafeデータを同期しましょう。
• My DSO Managerで Odoo ERPデータを同期しましょう。
• My DSO Managerで QuickBooks Intuitデータを同期しましょう。
• My DSO Managerで Salesforce CRMデータを同期しましょう。

Customize

• Configurable Features: Adapt My DSO Manager with Your Business Needs
• How to create alerts
• How to customize the Global view?
• Personnalisez My DSO Manager selon vos besoins

IA Search & Assign

• AI Search & Assign - Use Cases and Strategy Examples
• AI Search & Assign : Assign collectors and associate your colleagues to your clients
• AI Search & Assign : Assign customers' groups to customers accounts
• AI Search & Assign : How to manage it?
• Search & Assign AI : Assign collection scenarios to clients

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

Security settings

• How to enable two-factor authentication?
• How to maximize the security of your account?
• How to restrict access for some users roles?