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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It's possible to integrate your Ellisphere data (Score and Recommended Credit) to your customers files using our new connector. This feature allows you to daily follow-up your account receivable against Ellisphere recommendations, and thus...
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Do you have a new information, a comment to complete or to correct on an item ? Status and comments are editable by clicking on the desired item, then by editing it with the pencil on the bottom right: If this comment has been applied to...
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Do you regularly search using the same criteria? → add the search page with the desired criteria to your bookmarks in your web browser! Just click on this bookmark to find your selection again:...
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The customization of dunning actions is a key factor of success of your Debt Collection management. It conveys the image and the seriousness of your company. In additions to be able to write dynamic and customizable documents (e-mails, SMS,...
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