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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.
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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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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 ...
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alert name • Number 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 ...
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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 ...
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Manuel specific action: create a manual specific action few days after the promise of payment date. If concerned invoices are unpaid at that date, this action will apear on your collection agenda, if they are cleared, the action will be automatically closed. •
Automatic specific action: ...
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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 ...
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Importing your data by SFTP → Automatic import via FTP is now possible in SFTP (SSH FTP) and FTPS (FTP secure) to meet all needs. Sending of files can be done at any time of the day and several times a day if necessary. Data, actions and reports are ...
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