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
You can create as many alerts as you want
by setting criteria for each one:
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
Interpretation of criteria
and the same customer account is affected by several alerts, squares of colors corresponding to each alert appear
next to the account number.
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.
For all the other criteria it is possible to select or « egal » or « different » and to include several conditions :
- 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).
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 »