Do you want to send a dunning SMS
to your customers?
To do this, add a SMS action
to your collection scenario
Do you want to use as an indicator the overdue %
of more than 30 days, 60 days or 90 days?
The overdue %
represents the part of the outstanding receivables that are overdue. By default it is displayed on the total of the account receivable
- Creation of a multi-criteria advanced search → It's now possible to perform searches mixing items criteria (invoices, credit notes, payments, ...) and clients (client code, collector, payment profile, ...) with muliples controls : « equal » « different of » « start with » « is between » ...
This allows you to set up your plarform (collection scenarios, collectors assignment, ...) in a more flexible way and easily make customized reports on items or clients...
- Items Status → it's now possible to set the default number of days after which the follow-up action will be triggered in Settings / Manage item status :
During the items qualification and the specific action creation, the proposed date can of course be changed.
Since few days, it's possible to integrate your Ellisphere data (Score and Recommended Credit)
to your customers files using our new connector.
This new feature allows you to daily follow-up your account receivable against Ellisphere
recommendations, and thus facilitates your credit risk management.
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:
Do you regularly search using the same criteria?
→ add the search page with the desired criteria to your bookmarks in your web browser!
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 #Hashtags
→ My 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
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:
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).
- 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...).
- 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:
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.
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
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).
Several novelties and improvements concerning the evolution of the results & performance will be put online in the coming weeks in My DSO Manager!
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: