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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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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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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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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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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#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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In line with the new features that have been released last weeks, it is now possible to visualize the evolution of disputes and other statuses (promises to pay, litigation, ...etc.). These improvements have been applied on « Disputes » and « Items status » reports. This is ...
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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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Several novelties and improvements concerning the evolution of the results & performance will be put online in the coming weeks in My DSO Manager! The first report added shows the evolution of overdue over time (weekly or monthly). Like the other reports, it is filterable by customer ...
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