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Monday, October 16 2017 : Tips → Edit or delete comments without creating new status

Do you have a new information, a comment to complete or to correct on an item ?

Status and comments are editable by clicking on the desired item, then by editing it with the pencil on the bottom right:

Thursday, October 5 2017 : Tips → Save your search criteria and reuse them quickly!

Do you regularly search using the same criteria?
add the search page with the desired criteria to your bookmarks in your web browser!

Monday, October 2 2017 : News → Personalize your collections actions with photos and signatures in your documents

The customization of dunning actions is a key factor of success of your Debt Collection management. It conveys the image and the seriousness of your company.

In additions to be able to write dynamic and customizable documents (e-mails, SMS, letters, ...) using tags #HashtagsMy DSO Manager now integrates photos allowing to include handwritten signature, the user's photo, a promotional image, an official e-mail signature of your company, ...
HashtagsPDF letters

Wednesday, September 20 2017 : Tips → Quickly filters items of a customer account!

If you have many items on your customer account, you shall quickly filter only some items based on one or several criteria (regarding a specific PO No, or to create a monthly statement...).

Nothing's easier! There are two possibilities to do that from the customer file:

Tuesday, September 12 2017 : Tips → Add a global comment to your customer file or to a contact!

It may be relevant to show certain information about your customer: risk, blocked account, general behavior ...

In order to attract attention it's possible to enter a general comment at the customer file level (not specific to certain transactions).

Tuesday, September 5 2017 : 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.
    Order backlog

  • 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...).
    Several statuses selection

Friday, June 16 2017 : News My DSO Manager

  • 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.
    Password change

  • 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:

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.

Dispute follow-up, Promise to pay follow up, litigation...etc. are all reasons for creating specific actions.

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.
Disputes trend

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.

This approach is particularly relevant to review the evolution of overdue from one day to the next and to observe developments on previous dates (for example, at the end of each month, or from one year to the next).

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!

Wednesday, March 29 2017 : News My DSO Manager


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.

To do this, go to Collection / My alerts and set the criteria for triggering the alert:

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.

To do this, select in the report:
  • one or several status types (in bold). In this case, all the statuses belonging to this category are included in the filter.
  • one or several statuses.
Aging balance by status

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.

The principle is simple: once a buyer commits to the payment of one or more invoices at a given date, send him an e-mail confirming that you have well noted this commitment to pay such amount for such date by such means of payment.

Thursday, February 2 2017 : News My DSO Manager

  • View the progress of the collection scenario directly in the customer record!
    Progress of the collection scenario
    Understand at a glance which stage of the collection scenario you are with:

    • In green, actions that have been completed

Tuesday, December 13 2016 : News My DSO Manager

  • Importing your data by SFTP → Automatic import via FTP is now possible in SFTP (SSH FTP) and FTPS (FTP secure) to meet all needs.
    Import SFTP with My DSO Manager
    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.
    Force password
    This feature is in addition to the existing one that allows to force password chanbge every month.

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.

How to enable internal interactive emails:

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:
My alerts
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