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Start using My DSO Manager » How to start in My DSO Manager

Welcome in My DSO Manager !


This tutorial will allow you to quickly use the software in three steps :

1 Upload your data:


Import your customer data (account number, business name, address,...) as well as open items (invoices, credit notes, unallocated payments,...) from your system (ERP, accounting software, CRM,...)

You can import your data in different ways:

  • Manually by our import Smart Upload module. Read more

  • Automatically by Secure FTP using Smart Upload to set the import. Read more

  • Automatically through our connectors which allow to sync your data every day. Read more


2 Set your platform:


  • Start by setting My accountLink and fill in the necessary information such as the name and address of your business, the rate of late penalties that you want to apply, the main currency of your platform, ....

  • In the Settings, choose the statuses you will use to qualify open items (invoices, credit notes ...). See more here: how to qualify items with a status?. Update your status here: Manage items statusLink.

  • Define how you want to chase up your customers in My DSO Manager. To do this, go to the Settings in manage collection scenariosLink to define if scenarios and emails templates proposed by the tool are suitable for you or if you want to modify them or create your own templates and strategies (recommanded).
    You can edit and create as many scenarios as you want.
  • Assign collection scenarios to your customers in the tab client searchLink. See How to assign a collection scenario to a client?

  • Assign to each of your customers the contact for collection in the customer account or with Smart Upload moduleLink (contacts import) keeping in mind to include his email.

  • Create user accountsLink(collectors, sales managers...) and associate them with clients (from the customer sheet or in mass after a SearchLink They are the people that you will solicit for the resolution of disputes and to perform some dunning actions.

    add a contact


3 Perform dunning actions and qualify items with status:


Go to your collection agendaLink and start to perform actions and qualify your items with statuses (promise of payment, dispute ...) and comments

ajouter un contact


If your receivables include old overdue invoices (more than 6 months for example), My DSO Manager will propose a scenario action with a old action date as per the collection scenario you have created or chosen.

In this case, this action can be interpreted as a warning to qualify these open items with good status. It is certainly relevant to create a specific action. on these old items to manage them according to the situation (bad debts with litigation on going, problem of accounting, dispute...).

Indeed, collection scenario actions are adapted to the receivable that are in « normal » situation. Once an invoice is old or if a special reason explains its non-payment, it should be addressed through a specific action.

Go beyhond...


  • Create alerts to highlight some specific accounts, for example when promise of payment has not been respected, account is overdue but without action done for 15 days...).

  • Improve the % of qualified receivable which show the part of overdue items that have been qualified with a status and a comment.

  • Interact with your customers with interactive emails and with internal actors of your business with internal interactive emails.

  • Speed up disputes resolution with specific actions and the dispute reportLink

  • Apply late payment penalties to bad payers in order to educate them to pay your invoice on time.

  • Manage and improve your performance with reports: aging balanceLink (% overdue), DSOLink, Cash receiptsLink...

  • Manage your company's cash with the cash forecast reportLink which is based on payment behavior of your customers and promises to pay entered in the software.

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