News My DSO Manager

Tuesday, July 11 2017 : News My DSO Manager

Order backlog is now included into the total outstanding amount → it's now possible to import the amount of order backlog per customer (orders received not invoiced yet).
This information is added to the receivables to obtain the total outstanding amount of an account, which is then compared to the credit limit and the insurer's guarantee to determine the residual risk.

Selection of several statuses in the Alerts → alerts can now be triggered by a filter on several status or status types versus one previously.
This makes possible, for example, to highlight customers in anomaly (excessive delayed payment...) by filtering on several causes of non-payment (litigation, ongoing exchanges with the customer...).

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Force password change → It is now possible to set the maximum number of months between two password changes. Only the Administrator can change this value between 1 and 12 months.

Credit insurance management → fill the name of your credit insurer in My account and manage « by manual entries in the customers accounts » or « by the upload of customer data file » the following information:

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Wednesday, May 24 2017 : Tips → Create templates for specific actions!

Specific actions are used to manage particular situations when the collection scenario is not applicable. They can be created for some items or the full customer account.

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Wednesday, May 3 2017 : Display the evolution of disputes and other statuses (promises to pay ...)

In line with the new features that have been released last weeks, it is now possible to visualize the evolution of disputes and other statuses (promises to pay, litigation, ...etc.). These improvements have been applied on « Disputes » and « Items status » reports.

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Tuesday, April 25 2017 : View the aging balance as of previous dates!

It is now possible to display the aging balance report at an earlier date in My DSO Manager.

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Wednesday, April 19 2017 : New report in My DSO Manager → overdue trend

Several novelties and improvements concerning the evolution of the results & performance will be put online in the coming weeks in My DSO Manager!

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Filter your Aging Balance according to the items statuses
It is now possible to filter the Aging Balance by type of status and status.

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Monday, March 20 2017 : Tips → Create an alert to display payment promises not met!

It is now possible to create an alert displaying all customers who have not respected their promise of payment.

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Monday, March 13 2017 : Filter your Aging Balance according to the items statuses!

It is now possible to filter the Aging Balance by type of status and status.

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Monday, March 6 2017 : Tips → Confirm the promises to pay!

It has been shown that promises to pay are 40% more respected when they have been confirmed to the client by the collector.

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View the progress of the collection scenario directly in the customer record!

Understand at a glance which stage of the collection scenario you are with:
- In green, actions that have been completed
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Importing your data by SFTP → Automatic import via FTP is now possible in SFTP (SSH FTP) and FTPS (FTP secure) to meet all needs.

Sending of files can be done at any time of the day and several times a day if necessary. Data, actions and reports are updated in real time.
The processing time by My DSO Manager of a file of 10 000 open pieces (invoices, credit notes ... etc) is only a few seconds!

Force change of password in user admin: It is possible to force a user to change his password when creating his account or at any other time.

This feature is in addition to the existing one that allows to force password chanbge every month.

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Thursday, December 1 2016 : Speed up disputes resolution with internal interactive emails!

Internal interactive emails are a very powerful communication tool to interact with internal stakeholders of your company.

In particular, it makes possible to speed up the resolution of disputes by concentrating in one place all exchanges between the various parties involved without the need to create a My DSO Manager account for each of them.

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Friday, November 18 2016 : Set custom alerts in your collection agenda

It is now possible to create customized alerts according to multiple criteria: overdue amount, date of last recovery action, overrun of credit limit, ...
These alerts ensure that all accounts receivable are under control, whether in terms of collection or credit risk management.

They appear in the « My alerts » tab of the collectors To do list:

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Edit and delete comments associated with monitoring of items

The status and comments are editable by clicking on the desired item. If this comment was applied to several invoices, My DSO Manager asks if the change should be applied to all items.
It is also possible to delete a comment and a status previously applied to one or more invoices.

Advanced search filters in the customer sheet

It is now possible to filter on all available criteria (items amount, item type, dates ...) on customer's statement of account.
This is particularly useful when an account has a high volume of invoices or when you want to filter items to create a specific action on the items concerned.

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Tuesday, October 4 2016 : New actions graphs to manage collection agenda

The collection agenda has been improved with actions graphs: actions to be performed, actions completed and future actions.

They give a synthesys view by number or amount.

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Monday, September 12 2016 : When will you be paid by your customers?

Knowing when you will get paid by your customers is a key issue in your business management.

In order to have this visibility, My DSO Manager offers a new report « Cash forecast ».
This report is a help tool to manage your cash and reveals predictively the benefits of monitoring your accounts receivable.

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Multiple selection of custom fields in reports (aging balance, DSO, disputes, ...)

It is now possible to select multiple analytical values in reports (concerns accounts with Customized Version that defined analytical fields).

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New report « Items status »: This report helps to see in a graph and by customer qualified items (invoices, credit notes ...) with a status.

For example, it is possible to view the sum of invoices in "promise to pay". It also highlights the items qualification rate which is a key indicator of overdue receivables monitoring quality.

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After 12 months of activity, My DSO Manager has more than 100 active customers across all continents, from SMEs to multinational groups. They trust us: