How to group the collection?

You have multiple accounts for a single customer and you want to make a consolidated collection?
My DSO Manager allows you to group the collection of multiple customer accounts on one account, and avoid multiple sendings to the same contact responsible for these accounts.
The account selected to carry the collection becomes the Parent Account. The other accounts become Attached Accounts.

How to group multiple customer accounts?

To implement a grouped collection, three steps are necessary:

Step 1 Go to the tab Search, section Search for a client, enter the criteria for selecting the accounts to be grouped.


Step 2 Once your selection is made, click on the Group collection button:



Step 3 Choose the account in which the collection will be made:



After validation:

• The selected account becomes the Parent Account
   
• The other accounts become Attached Accounts
   
• Collection actions are centralized on the Parent Account
   
• Items, history and data remain associated with their original accounts

Identify the Parent Account and Attached Accounts

The relationship between the different accounts in a grouped collection can now be identified visually in My DSO Manager.
The Parent Account is the account that carries the grouped collection. It is identified by a crown icon.
In the customer file, the number displayed with this icon indicates the number of accounts linked to the grouped collection. The list of attached accounts allows you to view the accounts concerned.



The Attached Account is an account whose collection is centralized on a Parent Account. It is identified by a link icon.



These visual indicators are available in particular:

• In clients files :
   




• In the Clients search :
   




• In reports :
   

How does collection work after grouping?

Collection actions for the different accounts are centralized on the Parent Account.
The list of attached accounts is available from the account carrying the collection.



When the accounts are grouped:

• A new leader invoice is generated and determines the corresponding scenario action
   
• Specific actions, statuses and comments previously created on the items before grouping are kept
   
• The original customer account code is added to the account statement

Attached Accounts no longer have collection actions to be performed directly, as these are centralized on the Parent Account defined during the grouping.

Remove an account from a grouped collection

To remove an account from the grouped collection, click on Cancel in the relevant customer file.

Display a consolidated account statement by customer account

Use the #Hashtag #items_list_collection_grouped_splitted in your collection emails and letters.
It allows you to display a consolidated account statement while grouping the items by customer account.

Search for accounts in grouped collection

To view all accounts whose collection has been grouped, go to the advanced search and select the Collection grouped criteria.
The new visual indicators also allow you to directly identify the Parent Account carrying the collection and the Attached Accounts in the search results.