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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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Calculator added in the customer sheet → the total amount of the selected items is displayed as they are checked
This allows in a few clicks to display a sum, which is very convenient in case of telephonic exchange with your customers for example and before items qualification.
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From most My DSO Manager screens and reports it is possible to export the data to Excel, with a simple click on this button:
The columns separator is set by the language of your account → for English it is a comma "," for most of other languages a semicolon ...
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On the customer sheet
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On the interactive collection page
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It's possible to filter the actions, reports, do searches... by « Collector »
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In the case of automatic actions, if there is no Collector assigned to the customer account, a red banner appears in ...
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Personalize your collections actions with photos and signatures in your documents → photos, images, handwritten signatures, ..., increase the credibility of your reminders. •
Create templates for specific actions! → save time by creating templates for e-mails, letters or SMS messages in ...
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Adapt your collection strategy depending on the "risk" assessment of your clients (score, financial information, ...), for example by creating a specific scenario for risky clients •
Use the payment behavior informations (payer profile, overdue causes, ...) to identify the ...
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Do you want to send a dunning SMS to your customers?
To do this, add a SMS action to your collection scenario:
Then go to My account and activate your gateway to sent SMS with our partner Esendex (25 free SMS):
Use SMS to communicate with salespeople. Their ...
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Do you want to use as an indicator the overdue % of more than 30 days, 60 days or 90 days?
The overdue % represents the part of the outstanding receivables that are overdue. By default it is displayed on the total of the account receivable
Go to the Aging Balance report ...
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Creation of a multi-criteria advanced search → It's now possible to perform searches mixing items criteria (invoices, credit notes, payments, ...) and clients (client code, collector, payment profile, ...) with muliples controls : « equal » « different of » « ...
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