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Export your data in XLS format to Excel → To do this, click on the download options and select the XLS format.(instead of CSV selected by default). •
Export data from the collection agenda → manual or automatic actions, actions done, actions graphs, alerts can be ...
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Since few days, it's possible to integrate your Coface insurer guarantees data (Amount guaranteed by the insurer, Type of guarantee, Score, ...) to your customers files using our new connector.
This new feature allows you to daily follow-up your account receivable against Coface ...
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Since few days, it's possible to integrate your Altares / Intuiz+ 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 Altares (Intuiz+) recommendations, and thus ...
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Dynamic tracking of outstandings, guarantees management (credit insurers, banks, ...) and credit limits per customer. •
Global view with the risk report • Consolidation of customer risk by legal entity (if multiple accounts for the same customer). •
Customizable multi-criteria ...
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Automatic actions → set the days and time slots for sending automatic e-mails •
New Hashtags to manage amounts in different currencies → add _per_currency at the end of each Hashtag in order amounts are grouped by currency (eg: ...
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In My DSO Manager, it's possible to identify quickly the accounts you could group the collection!
It's pretty easy, you can make a multi-criteria advanced search or have a look to the risk repport which natively displays the accounts that have the same Legal ID :
The ...
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Improvement of the history of the actions completed → it is now possible to download in PDF e-mails sent. Visualization and downloading of the documents is facilitated by a double button to perform both actions. •
Improved formatting (e-mails, dunning letters) in particular ...
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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" ...
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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 • ...
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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 ...
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