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Quickly filters items of a customer account!
Wednesday, September 20 2017

You can use the multi-columns search fonction. For example, to display only the transactions linked to the PO No « 12/091/APC »: Or use the advanced search fonction: Then set-up your criteria, for example, if you want to display only the invoices of a certain ...
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Add a global comment to your customer file or to a contact!
Tuesday, September 12 2017

It may be relevant to show certain information about your customer: risk, blocked account, general behavior ... In order to attract attention it's possible to enter a general comment at the customer file level (not specific to certain transactions). To do so edit your customer account ...
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My DSO Manager news of September 5, 2017
Tuesday, September 5 2017

Evolution of the interactive emails landing page and internal interactive emails : An icon « comment sent » appears on each transaction when a comment has been sent by the customer or by the internal user It is also possible to export the account statement in Excel (with a ...
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News My DSO Manager
Tuesday, July 11 2017

Order backlog is now included into the total outstanding amount → it's now possible to import the amount of order backlog per customer (orders received not invoiced yet). This information is added to the receivables to obtain the total outstanding amount of an account, which is ...
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News My DSO Manager
Friday, June 16 2017

Force password change → It is now possible to set the maximum number of months between two password changes. Only the Administrator can change this value between 1 and 12 months. Credit insurance management → fill the name of your credit insurer in My account and ...
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Create templates for specific actions!
Wednesday, May 24 2017

#items_amount_selected: displays the total amount of the selected items #items_list_selected: displays a statement of account including only the selected items. You can then retrieve one of these documents each time you create a specific action. Find templates that can be ...
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View the aging balance as of previous dates!
Tuesday, April 25 2017

It is now possible to display the aging balance report at an earlier date in My DSO Manager. This approach is particularly relevant to review the evolution of overdue from one day to the next and to observe developments on previous dates (for example, at the end of each month, or ...
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