It is now possible to display the aging balance report at an earlier date in My DSO Manager.
This approach is particularly relevant to review the evolution of overdue from one day to the next and to observe developments on previous dates (for example, at the end ...
Read more »
Several novelties and improvements concerning the evolution of the results & performance will be put online in the coming weeks in My DSO Manager!
The first report added shows the evolution of overdue over time (weekly or monthly).
Like the other reports, it is filterable by customer ...
Read more »
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 ...
Read more »
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 ...
Read more »
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 ...
Read more »
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. •
...
Read more »
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 ...
Read more »
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, ...
Read more »
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 ...
Read more »
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 ...
Read more »