News My DSO Manager

Connect Creditsafe with My DSO Manager
Friday, March 2 2018

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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How to export data from My DSO Manager ?
Tuesday, February 13 2018

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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Why associate a Collector to your clients?
Wednesday, January 31 2018

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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Approve your credit limits in My DSO Manager
Thursday, December 14 2017

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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My DSO Manager news of November, 15th 2017
Wednesday, November 15 2017

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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Edit or delete comments without creating new status
Monday, October 16 2017

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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Quickly filters items of a customer account!
Wednesday, September 20 2017

If you have many items on your customer account, you shall quickly filter only some items based on one or several criteria (regarding a specific PO No, or to create a monthly statement...). Nothing's easier! There are two possibilities to do that...
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