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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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Internal interactive emails are a very powerful communication tool to interact with internal stakeholders of your company.
In particular, it makes possible to speed up the resolution of disputes by concentrating in one place all exchanges between the various parties involved without the ...
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It is now possible to create customized alerts according to multiple criteria: overdue amount, date of last recovery action, overrun of credit limit, ...
These alerts ensure that all accounts receivable are under control, whether in terms of collection or credit risk management. They appear ...
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Edit and delete comments associated with monitoring of items The status and comments are editable by clicking on the desired item. If this comment was applied to several invoices, My DSO Manager asks if the change should be applied to all items. It is also possible to delete a ...
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The collection agenda has been improved with actions graphs: actions to be performed, actions completed and future actions.
They give a synthesys view by number or amount.
Once a perimeter selected (by collector, by dates...), details of actions concerned appears in and below the chart ...
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Knowing when you will get paid by your customers is a key issue in your business management. In order to have this visibility, My DSO Manager offers a new report « Cash forecast ». This report is a help tool to manage your cash and reveals predictively the benefits ...
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Multiple selection of custom fields in reports (aging balance, DSO, disputes, ...)
It is now possible to select multiple analytical values in reports (concerns accounts with Customized Version that defined analytical fields).
Tips:
it is possible to filter the data by ...
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New report « Items status »: This report helps to see in a graph and by customer qualified items (invoices, credit notes ...) with a status.
For example, it is possible to view the sum of invoices in "promise to pay". It also highlights the items qualification rate which ...
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