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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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Setup the Collector by default in Settings / Manage collection scenarios → the collector will be automatically assigned to new customers so that it is immediately managed by the right person. The Collection scenario by default, can also be set up at the same place.
My DSO ...
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Group the collection of several customer accounts → you have multiple accounts for a single customer and you want to make a consolidated collection?
This new feature allows more efficiency and better communication with your multi-accounts customers.
Quickly select a ...
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From the clients search or the items search, simply « copy-paste » the desired values in the « Company code » or « Trans No. : » fields
→ You can then make mass settings such as assigning a Collector, a Collection scenario..., or exporting the result ...
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My DSO Manager is now translated in Chinese → to best satisfy our Chinese customers, the software is available in Mandarin in addition to the 8 other languages already present: French, English, Italian, Spanish, Portuguese, German, Brazilian, Turkish.
Reminder: you can ...
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