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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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In order to bring you the best experience, we'd like to hear about your use of My DSO Manager.
Less than 2 minutes will be required to complete this questionnaire.
Click here to participate to our survey
or go to the bottom of the online help, click on the link ...
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You want to improve your My DSO Manager use?
Our solution is used for some time in your company and you want to go further in its use or in the setting (creation of scenarios, payor profiles, ...)?
You want to train new My DSO Manager users?
...
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Since few days, it's possible to include your Creditsafe data (« Note » and « Recommended Credit ») to your customers files using our new connector « Creditsafe Connect ».
This new feature allows you to daily follow-up your account receivable ...
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Calculator added in the customer sheet → the total amount of the selected items is displayed as they are checked
This allows in a few clicks to display a sum, which is very convenient in case of telephonic exchange with your customers for example and before items qualification.
Two ...
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From most My DSO Manager screens and reports it is possible to export the data to Excel, with a simple click on this button:
The columns separator is set by the language of your account → for English it is a comma "," for most of other languages a semicolon ...
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On the customer sheet
On the interactive collection page
It's possible to filter the actions, reports, do searches... by « Collector »
In the case of automatic actions, if there is no Collector assigned to the customer account, a red banner appears in the collection ...
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