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How to create advanced Scoring with AI Search & Assign?

Maandag, Februari 3 2025

One of the foundations of the credit manager profession is the ability to assess the solvency and credit risk of a company's customers. There are several approaches and methods for doing so, which have evolved significantly in recent years thanks to...

Discover the major evolution of interactive portal!

Dinsdag, November 19 2024

Interactive portal is a flagship feature of digital collection in My DSO Manager. They streamline and simplify exchanges with your customers, they provide them with an effective additional service, and allows their accounts payable team to access...

Assign customers' groups automatically

Woensdag, Oktober 23 2024

With Search & Assign feature, you can automatically and dynamically assign groups to your customers. Groups can be created for multiple reasons and issues: risk, commercial, reporting, etc. First, please note the following requirements:The group must...

Save your reports filters to reuse them quickly!

Donderdag, September 12 2024

Do you filter your reports regularly using the same criteria? → Add the report page with the desired filters to your web browser bookmarks (Chrome, Firefox, Edge...)! Just click on this bookmark to find your filtered report again: Create a...