Create recovery action without collection scenarios In order to facilitate dunning actions and improve your cash collection through MY DSO MANAGER, it is now possible to perform a recovery action (e-mail, interactive e-mail, mail, SMS or specific action) ...
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When importing items (invoices, credit notes, ...) amounts, it is possible to integrate items with several formats of amounts: amounts with a positive sign (debit) or negative (credit) absolute amounts arranged in two columns (one debit and one credit) absolute amounts in a column with a ...
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Date of promise to pay When you qualify an invoice in promise to pay, it is now possible to enter the date on which payment should be done. This information will be added soon in a report to perform cash forecasts. Download several dunning letters in a single PDF document This ...
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Automatically import your data with the FTP secure Automatic import via FTP secure is done with great ease and great flexibility! Export your data from your accounting system - ERP - CRM in CSV format and then set the import via our manual module « Smart Upload ». Then automatically ...
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Two recovery media have been added: Dunning by SMS Like for other actions, you define the content of the SMS with text and #Hashtags in your collection scenarios and then you can send them through your collection agenda (to use this feature, you must open ...
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It is now possible to perform a search on customers who have (or have not) contacts with an email address. So you can easily assign them the appropriate collection scenario (with emails actions to those who own and other types of action for the others). Another feature added, it is ...
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Allow only certain IP addresses to connect to your account Force change of password every month for your account and for all user accounts Force the use of complex passwords Click here to access these features and set up your account ...
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Find quickly a client or an item directly from the menu: If when sending a e-mail to a client the e-mail adress is missing, a warning message is displayed with a link that will easily allow you to add this e-mail adress: 4 new languages have been added to collection ...
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Recovery management practices need to be above reproach both for ethics and effectiveness of actions done. MY DSO MANAGER undertakes for more ethics in the debts collection. The following paragraph has been added to the conditions of use of MY DSO MANAGER solution which allows to implement ...
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