#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 ...
Read more »

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 ...
Read more »

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 ...
Read more »

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 ...
Read more »

Filter your Aging Balance according to the items statuses It is now possible to filter the Aging Balance by type of status and status. Tips → Create an alert to display payment promises not met It is now possible to create an alert displaying all customers who have ...
Read more »

alert nameNumber of days after promise of payment date the alert is triggered If your customer does not pay the invoices qualified in promise to pay within 7 days after the date of promise of payment, it will appear in the alert and then you can chase him up again. This method ...
Read more »

one or several status types (in bold). In this case, all the statuses belonging to this category are included in the filter.one or several statuses. The report displays only the amounts corresponding to the items (invoices, holdings ...) associated with the selected statuses. The list of ...
Read more »

It has been shown that promises to pay are 40% more respected when they have been confirmed to the client by the collector. The principle is simple: once a buyer commits to the payment of one or more invoices at a given date, send him an e-mail confirming that you have ...
Read more »

View the progress of the collection scenario directly in the customer record! Understand at a glance which stage of the collection scenario you are with: In green, actions that have been completed In black, the action to do In light gray, actions ignored or deleted This approach allows ...
Read more »