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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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 ...
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