Online help

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?

Account deletion

• How to delete your data?

Automatic import

• How to import your data automatically?
• Sync your Atradius data in My DSO Manager
• Sync your Coface data in My DSO Manager
• Sync your Allianz Trade data in My DSO Manager
• Sync your Creditsafe data in My DSO Manager
• Sync your Dun & Bradstreet data in My DSO Manager
• Sync your Ellisphere data in My DSO Manager
• Sync your Infolegale data in My DSO Manager
• Sync your Intuiz+ by Altares data in My DSO Manager
• Sync your EBP itool data in My DSO Manager
• Sync your Odoo ERP data in My DSO Manager
• Sync your QuickBooks Intuit data in My DSO Manager
• Sync your Salesforce CRM data in My DSO Manager
• Sync your Sellsy CRM data in My DSO Manager
• Sync your Chorus Pro data in My DSO Manager
• Sync your data in My DSO Manager

Customize

• How to create alerts
• How to customize the Global view?
• Customize My DSO Manager according to your needs

IA Search & Assign

• Assign customers' groups automatically via AI Search & Assign
• Automatically assign your colleagues to customers accounts with Search & Assign AI
• Examples of strategies with Search & Assign AI
• How to assign automatically collection scenarios with Search & Assign AI?
• How to manage Search & Assign AI?
• Other examples of using Search & Assign AI!

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

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 maximize the security of your account?
• How to restrict access for some users roles?