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The "Total collectable" includes all the transactions that are overdue or that will be due during this month. This is your objective.
The "Remains to collect" is the remaining amount to be collected to achieve this goal.
The "Collection efficiency rate" represents your ...
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3 additional columns indicating the total amount to be recovered on current month, the remaining amount to recover, and the recovery rate
the detail by customer, which allows to zoom directly on the customers whose recovery rate is not satisfactory
Including ...
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Customer risk management & Evolution of the Credit notation → you can now create several scoring templates with full flexibility on the number of criteria and possible answers, then choose the one you want to use for each customer.
Associate / disassociate in mass → it is now ...
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Since few days, it's possible to integrate your Dun & Bradstreet data (Paydex, 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 Dun & Bradstreet recommendations, and thus ...
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Users access restriction to customers accounts they are assigned to.
Use the Hashtag #items_list_overdue_exclude_late_penalties to display a statement of due invoices without late payment penalties, even if they are activated on the customer sheet.
Use the Hashtag #items_list_monthly to ...
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In My DSO Manager, alerts spawn if a customer have no scenario or no collector assigned.
For strategic purpose, it occurs that some customers musn't be reminded using collection scenario but through manual action (as spécific actions and actions out of collection scenario).
In ...
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You want to activate by default late payment penalties and / or recovery cost to some of your customers (risky, bad payors...), but you don't want them to be applied on the first reminders of the collection scenario?
→ Use the #items_list_overdue_exclude_late_penalties to ...
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Do you want your customers to view their statement of account by months of due dates?
→ Use the #items_list_monthly to display a full statement of account including a subtotal per month of due dates:
...
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Customization of the Aging balance → It's now possible to define up to seven columns in your Aging balance (against five previously). The brackets can be set according to your preferences up to 365 days late. Contact us to change your setup.
It is also possible to set if ...
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Do you filter your reports regularly using the same criteria?
→ Add the report page with the desired filters to your web browser bookmarks (Chrome, Firefox, Edge...)!
Just click on this bookmark to find your filtered report again:
...
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