Items Status → it's now possible to set the default number of days after which the follow-up action will be triggered in Settings / Manage item status : During the items qualification and the specific action creation, the proposed date can of course be changed. • A ...
Read more »

Since few days, it's possible to integrate your Ellisphere data (Score and Recommended Credit) to your customers files using our new connector. This new feature allows you to daily follow-up your account receivable against Ellisphere recommendations, and thus facilitates your credit risk ...
Read more »

OK → the comment is amended on all invoices originally concerned • Cancel → only the comment of the selected item is modified • ...
Read more »

Do you regularly search using the same criteria? → add the search page with the desired criteria to your bookmarks in your web browser! Just click on this bookmark to find your selection again: ...
Read more »

The customization of dunning actions is a key factor of success of your Debt Collection management. It conveys the image and the seriousness of your company. In additions to be able to write dynamic and customizable documents (e-mails, SMS, letters, ...) using tags #Hashtags → My DSO ...
Read more »

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 ...
Read more »

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 ...
Read more »

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 ...
Read more »

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 ...
Read more »