Start using MY DSO MANAGER :

• How to manage the collection agenda ?
• How to start in My DSO Manager?
• What starting strategy with Search & Assign?

Collection & dunning :

• Collect in My DSO Manager

  • How to apply late payment penalties?
  • How to apply recovery cost?
  • How to assign a collection scenario to a client?
  • How to assign a collector to a client?
  • How to associate a colleague to your clients?
  • How to attach files with items ?
  • How to automate the collection actions?
  • How to create a dunning action with only selected items of customer account?
  • How to create a specific action?
  • How to group the collection?
  • How to ignore a transaction during the collection ?
  • How to make live a specific action?
  • How to manage a payment plan?
  • How to manage payment centers?
  • How to manage your customer contacts?
  • How to use actions graphs?
  • How to use the multi-criteria advanced search
  • MAIA Action - Your co-pilot for prioritising your follow-ups !
  • MAIA Emails : How to integrate customer response emails into My DSO Manager?
  • MAIA Feedbacks - How to qualify items based on clients' feedbacks ?
  • Payment solutions: how can you simplify payment processing and speed up cash collection?
  • The Interactive Client Page: A Simple and Secure Way to Manage Your Invoices
  • What are the interactive emails and how to activate them?
  • What are the internal interactive emails?
  • What is a collection scenario?
  • What is a Group and how to assign it to your customers?
  • What is Quick Promise to Pay?
  • What is the action out of collection scenario?
  • What is the contact for collection?
  • Why and how to qualify items (invoices, credit notes...)?
• Disputes management

  • How to create and close a dispute case?
  • How to manage disputes types?
  • How to track the progress of a dispute and manage the associated items?
  • How to update a comment and designate a new resolver?
  • What is a specific follow-up action and how to use it?
  • What is the dispute resolution duration?

Reports :

• What is the cash forecast report?
• What is the cash receipts report?
• What is the collection efficiency report?
• What is the Disputes report?
• What is the DSO report?
• What is the items status report?
• What is the aging balance report?
• What is the KMI report ?
• What is the overdue trend report
• What is the payment profile report?
• What is the sales reporting?
• What is the risk reporting?
• What is the Ultimate Parent Number?
• What is the Insights report?
• What is the Performance monitoring report?

Credit risk management :

• How to manage credit limit?
• How to use risk agenda?
• How to validate credit limits requests?
• What is the credit limit calculation tool?
• Monitor your customers' solvency thanks to the Altares (Intuiz+) connector
• Monitor your customers' solvency thanks to the Creditsafe connector
• Monitor your customers' solvency thanks to the Dun & Bradstreet connector
• Monitor your customers' solvency thanks to the Ellisphere connector
• Monitor your customers' solvency thanks to the Infolegale connector
• Monitor your customers' solvency thanks to the Scores & Decisions connector
• Monitor your customers' solvency thanks to the Urba360 connector
• What is the credit notation?
• How to manage your Allianz Trade guarantees in My DSO Manager?
• How to manage your Atradius guarantees in My DSO Manager?
• How to manage your Coface guarantees in My DSO Manager?
• How to manage your credit insurance?

Settings :

• Account deletion

  • How to delete your data?
• Automatic import

  • How to import your data automatically?
  • Zsynchronizuj swoje dane Chorus Pro z kontem My DSO Manager
  • Zsynchronizuj swoje dane Maileva z kontem My DSO Manager
  • Zsynchronizuj swoje dane Coface z kontem My DSO Manager
  • Zsynchronizuj swoje dane Intuiz+ by Altares z kontem My DSO Manager
  • Zsynchronizuj swoje dane Sellsy CRM z kontem My DSO Manager
  • Zsynchronizuj swoje dane Allianz Trade z kontem My DSO Manager
  • Zsynchronizuj swoje dane Atradius z kontem My DSO Manager
  • Zsynchronizuj swoje dane Infolegale z kontem My DSO Manager
  • Zsynchronizuj swoje dane Dun & Bradstreet z kontem My DSO Manager
  • Zsynchronizuj swoje dane Creditsafe z kontem My DSO Manager
  • Zsynchronizuj swoje dane Odoo ERP z kontem My DSO Manager
  • Zsynchronizuj swoje dane QuickBooks Intuit z kontem My DSO Manager
  • Zsynchronizuj swoje dane Salesforce CRM z kontem My DSO Manager
• Customize

  • Configurable Features: Adapt My DSO Manager with Your Business Needs
  • How to create alerts
  • How to customize the Global view?
  • Personnalisez My DSO Manager selon vos besoins
• IA Search & Assign

  • AI Search & Assign - Use Cases and Strategy Examples
  • AI Search & Assign : Assign collectors and associate your colleagues to your clients
  • AI Search & Assign : Assign customers' groups to customers accounts
  • AI Search & Assign : How to manage it?
  • Search & Assign AI : Assign collection scenarios to clients
• Manage collection scenarios

  • How to create or modify a collection scenario action?
  • How to create or modify a collection scenario?
  • How to manage templates of emails and SMS?
  • How to manage your letters templates?
  • How to use multiple logos?
  • List of tags #Hashtag
• Manage credit limits validation

  • How to create or modify credit limit validation levels?
• Manage payment profiles

  • How to manage customers payment profiles?
• Manage status

  • How to manage statuses?
• Management of users

  • How to add images (photos, signatures ...) to your profile?
  • How to manage users of your Multi-Entities accounts?
  • How to manage users?
  • How to reset your password?
  • What are the users roles?
  • What is a Resolver?
• Manual import

  1. How to create your CSV files with Excel?
  2. How to create your import files with Excel?
  3. How to import your customers contacts details ?
  4. How to import your customers master data?
  5. How to import your data (clients, receivable, ...) with a file (CSV, TXT, or XLS) via our « Smart Upload » module
  6. How to import your receivable data?
• Security settings

  • How to enable two-factor authentication?
  • How to maximize the security of your account?
  • How to restrict access for some users roles?

Webinar :