This new feature allows you to daily follow-up your account receivable against Creditsafe's recommendations, updated daily in My DSO Manager, and thus facilitates your credit risk management.
You manage in My DSO Manager the addition of companies to your Creditsafe portfolio, either from the client file or in mass using the clients search:
(A valid Legal ID or VAT number must be entered to add a client to the Creditsafe portfolio)
Creditsafe « Note » and « Recommended Credit » are available directly on your customers files:
→ The change history is visible by flying over the elements.
→ A simple click on the creditsafe logo opens the detailled report of the company on the Creditsafe web page.
These informations are also available to perform searches, in the Risk Report, create alerts, ...
Contact us to set up Creditsafe Connect