?Display the list of items associated with a specific action
It is now possible to visualize in one click items (invoices, credit notes...) attached to a specific action (promise to pay follow up, dispute file ...). This allows even more fluidity in collection and analysis of a customer account. ...
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the ease of implementation and use, •
features both powerful and intuitive, •
the flexibility of the tool that allows to adapt easily collection actions and dunning documents with our #hashtags, •
consulting and training provided. • ...
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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 ...
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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 ...
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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, ...
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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 ...
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