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Friday, February 16 2018 : News My DSO Manager

  • Calculator added in the customer sheet → the total amount of the selected items is displayed as they are checked

Tuesday, February 13 2018 : Tips → How to export data from My DSO Manager ?

From most My DSO Manager screens and reports it is possible to export the data to Excel, with a simple click on this button:
Export to Excel

Wednesday, January 31 2018 : Tips → Why associate a Collector to your clients?

In My DSO Manager the Collector is the person in charge of collection for one or several customers.

You can assign a collector either « customer by customer » form the customer sheet, « in mass » with the help of the customer search, or by the customer data importmore informations here.

Wednesday, January 17 2018 : News My DSO Manager: Evolution of the recovery e-mail!


Thursday, December 14 2017 : Approve your credit limits in My DSO Manager

  • Adapt your collection strategy depending on the "risk" assessment of your clients (score, financial information, ...), for example by creating a specific scenario for risky clients

  • Use the payment behavior informations (payer profile, overdue causes, ...) to identify the financial problems of your customers beforehand and adapt the credit limit accordingly

Thursday, December 7 2017 : Tips → Activate the SMS reminder!

Do you want to send a dunning SMS to your customers?

To do this, add a SMS action to your collection scenario:

Wednesday, November 29 2017 : Tips → Set-up your overdue % (+30 or +60 or +90 days)

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

Wednesday, November 15 2017 : News My DSO Manager

  • 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 » ...
    Advanced search
    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...

Wednesday, November 8 2017 : News → Good or slow payers? Simply identify your customers with payment profiles!


Wednesday, October 25 2017 : News My DSO Manager

  • 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 :
    Manage item status
    During the items qualification and the specific action creation, the proposed date can of course be changed.

Tuesday, October 24 2017 : News → Connect Ellisphere with My DSO Manager

Since few days, it's possible to integrate your Ellisphere data (Score and Recommended Credit) to your customers files using our new connector.
Connect Ellisphere

This new feature allows you to daily follow-up your account receivable against Ellisphere recommendations, and thus facilitates your credit risk management.

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.
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