In some cases, it may be appropriate to exclude certain transactions from your dunnings
, for example when there is a small remaining balance pending to be writen-off.
There are several ways to manage these items in My DSO Manager
1 From the client file
Select the transaction you want, then click on « Ignore the transactions in the collection »:
This transaction is now excluded from your dunnings, and will no longer be visible in the lists nor in the dunning amounts:
Enter your criteria, for example the list of invoices of less than 5 €:
Select the transactions you want, then click on « Ignore the transactions in the collection »:
3 Add a global rule based on a maximum amount
You can add a rule to automatically skip transactions up to a certain amount that you can set.
Go to Settings, Manage collection scenarios
, tab Settings
, and set the amount below which the transaction will be ignored:
4 Display the ignored item list
From the advanced search
, add the criteria « Transaction ignored in the collection » to get the list
Of course, you keep the ability to qualify these transactions, and thus keep track of it.
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