Here are the new features recently added to My DSO Manager: Setup the Collector by default in Settings / Manage collection scenarios → the collector will be automatically assigned to new customers so that it is immediately managed by the right...
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Here are the new features recently added to My DSO Manager: Group the collection of several customer accounts → you have multiple accounts for a single customer and you want to make a consolidated collection? This new feature allows more...
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Do you have a list of accounts or items that you want to filter quickly without having any common criteria? As for example a long list of items to qualify, or customers to assign a collection scenario? To do this, two possibilities: From the...
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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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It's possible to include your Creditsafe data (« Note » and « Recommended Credit ») to your customers files using our connector « Creditsafe Connect ». This feature allows you to daily follow-up your account receivable against Creditsafe's...
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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...
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In My DSO Manager the Collector is the person in charge of collection for one or several customers. You can assign a collector either « customer by customer » form the customer sheet, « in mass » with the help of the customer search, or by the...
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Set a credit limit for each of your buyers allows to manage your accounts receivable according to their financial capacity and their solvency. This is a key element in the management of the risk of bad debts, which is the root cause of financial...
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Here are the new features recently added to My DSO Manager: 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,...
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What is the payment behavior of your customers? How to follow in a particular way the good or slow payers? You can now define your payment profiles criteria and visualize in My DSO Manager which category each customer belongs to: the payment...
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