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How to create alerts

It is possible in My DSO Manager to create alerts based on multiple criteria in order to highlight the client accounts in anomaly with respect to your management rules.

These alerts concern both collection of receivables (for example, if a late customer has not been chased up for xx days) and credit risk management (for example, when the outstanding amount exceeds the credit limit) .

They appear in the My alerts tab of the collectors To do list:

My alerts

You can create as many alerts as you want by setting criteria for each one:

New alert

When several criteria are selected, they are cumulative. In the example above, customers overdue by more than € 20K and which have not been chased up for more than 10 days appear in the alert.

If several alerts have been created and the same customer account is affected by several alerts, squares of colors corresponding to each alert appear next to the account number.
Squares of colors corresponding to each alert

Interpretation of criteria

Alerts can be configured based on two types of criteria. Those related to the customer account (AR amount, overdue, group, country...) and those related to items (due dates, items type...).

The selected criteria filter the customer accounts which correspond to the set of criteria.

  • Amounts (overdue as example): Set a minimum and maximum threshold here. Note that if you only want overdue above this amount, just leave the field on the right empty as here.

  • Dates (last action done as an example) :

    In this case, My DSO Manager selects clients whose date of last action is less (oldest) than or equal to today minus 10 days. (clients for which there was no dunning action will also be selected).

  • For all the other criteria it is possible to select or « egal » or « different » and to include several conditions :

    In this example, the alert will not be for customers of the « Public » group, will only concern customers based in France and will only return accounts whose status is not « Litigation » or « Litigation resolved »

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