Credit Managers' Digital Empowerment
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Inscrição
Conexão
Demonstração
Início
Desafios
Digitalizar a relação com os clientes
Melhorar o DSO e a tesouraria
Gerir o risco de cliente
Consolidar os seus dados de Grupo
IA e segurança de dados
Saldo devedor dos clientes: desafios e definição
Implementação
Referências
Serviços
Conselho
Treinamento
Recursos
Tarifas
Atualidades
Todas as atualidades
Atualidades My DSO
Depoimentos
Blog da Gestão de Crédito
Empresa
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Start using MY DSO MANAGER
:
How to start in My DSO Manager?
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
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 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?
What is the dispute resolution duration?
Reports
:
What is the cash forecast report?
What is the cash receipts 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 payment schedule 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 Insights report?
Credit risk management
:
How to manage credit limit?
How to manage your credit insurance?
How to use risk agenda?
How to validate credit limits requests?
What is the credit limit calculation tool?
What is the credit notation?
What is the Ultimate Parent Number?
Settings
:
Account deletion
How to delete your data?
Automatic import
How to import your data automatically?
Sincronize os seus dados
Atradius
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My DSO Manager
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Coface
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My DSO Manager
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Allianz Trade
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My DSO Manager
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Creditsafe
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My DSO Manager
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Dun & Bradstreet
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My DSO Manager
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Ellisphere
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My DSO Manager
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Infolegale
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My DSO Manager
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Intuiz+ by Altares
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My DSO Manager
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EBP itool
no
My DSO Manager
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Odoo ERP
no
My DSO Manager
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QuickBooks Intuit
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My DSO Manager
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Salesforce CRM
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My DSO Manager
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Sellsy CRM
no
My DSO Manager
Sincronize os seus dados
Chorus Pro
no
My DSO Manager
Sincronize os seus dados
no
My DSO Manager
Customize
How to create alerts
How to customize the Global view?
How to manage Search & Assign?
Personnalisez My DSO Manager selon vos besoins
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?
Manual import
How to create your CSV files with
Excel
?
How to create your import files with
Excel
?
How to import your customers contacts details ?
How to import your customers master data?
How to import your data (clients, receivable, ...) with a file (CSV, TXT, or XLS) via our «
Smart Upload
» module
How to import your receivable data?
Security settings
How to maximize the security of your account?
How to restrict access for some users roles?
MY DSO MANAGER
: Software de gestão de caixa, créditos e cobranças (English version)
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