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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 ...
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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. • ...
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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.
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Quickly ...
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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 ...
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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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