Announcing the Search & Assign AI Webinar on Friday! Luni, Mai 20 2024 We are thrilled to introduce a latest webinar about our new functionlaity of: Search & Assign: For those who appreciate the power of automation and detailed settings, this new functionality is a game-changer. Search &... Citiți mai departe »
Upcoming webinar with Altares and AR24 : Which recovery actions for which customer profiles ? Vineri, Mai 10 2024 In an increasingly connected environment, what are the most effective collection strategies to implement based on the profile of your customers? This is the question that our experts, as well as those from Altares and AR24, asked themselves. This... Citiți mai departe »
Automatically assign your colleagues to customers accounts with Search & Assign AI Vineri, Mai 10 2024 Thanks to Search & Assign, you can automatically assign your collectors to customers' accounts according to criteria defined and involve your employees in the collection process.Let's take an example: You want to assign a collector and/or associate... Citiți mai departe »
How to assign automatically collection scenarios with Search & Assign AI? Luni, Aprilie 29 2024 To reach optimum performance and to confirm your company's credibility with your customers, it is recommended to adapt your scenarios according to your customer type and your recovery strategy. With this tip, we will take a look at how to set up... Citiți mai departe »
Discover the new Search & Assign AI Miercuri, Aprilie 24 2024 Fans of elaborated and automated settings, don't miss what follows! The new Artificial Intelligence Search & Assign combines the flexibility of My DSO Manager and automation in order to create simple or very elaborate settings intelligently... Citiți mai departe »
Display key comments from credit analysis on customer file! Marţi, Martie 26 2024 Do you want to display key comments from credit analysis on the customer file? To do this, simply click on the little star next to your comment in the Risk report tab: The comment is now in bold to distinguish it from others. This will also... Citiți mai departe »
What payment solutions are integrated with My DSO Manager? Joi, Martie 14 2024 Credit managers strategically leverage digital payment portals or platforms during collection efforts to prompt clients to settle outstanding invoices. These platforms offer notable benefits, including convenience, efficiency, and security.Digital... Citiți mai departe »
Customize and save your searches in My DSO Manager! Vineri, Martie 8 2024 As the first step in an evolution called «Search & Assign», it is now possible to save your searches and personalized reports in your My DSO Manager platform. To do this, the menu has been slightly modified with the addition of a new tab to... Citiți mai departe »
Update your resolver to any situation! Joi, Martie 7 2024 As specific actions unfold in real-time, we occasionally encounter changes in our internal contacts, our resolvers, etc.To ensure optimal efficiency and relevance in follow-up actions, the previously identified resolver during item qualification... Citiți mai departe »
Your DSO report based on US GAAP calendar and formula Miercuri, Martie 6 2024 The US GAAP 4-4-5 calendar is a standardized accounting calendar commonly used in the United States.It divides the year into four quarters, each containing 13 weeks. We then divide these 13-week quarters into four-week periods. The only exception is... Citiți mai departe »