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 ...
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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 ...
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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. •
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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 ...
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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, ...
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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 ...
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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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