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The guided tour will enable you to get a feel for the way in which Ulysse sees the management of debt outstanding, disputes and client tracking.
This is not intended to be an exhaustive list of its functionality.
Because each client is unique…
… Ulysse enables you to view and enhance all of your clients’ administrative data, payment history, categories and account status (account blocked) as well as the amounts of their debt outstanding or credit insurance.
The search lists make it possible to rapidly look up clients based on several criteria (name, brand, etc.).
In just one click, you will be able to access details of addresses, contact people and phone numbers.
Thanks to a flexible structure, all the types can be fully personalized and their codes are free so that they can be tailored to meet your needs and constraints effectively.
Financial data at a glance…
… as well as scheduled intervention dates.
Access details of entries directly.
View all the records for the account or just outstanding items (there are no yearly limits for records as with an accounting system), the balance of the account and the position in relation to authorised debt outstanding or credit insurance.
Manage your disputes effectively…
… in full knowledge of the amounts blocked, the amount of the dispute, its nature, the filing date and the invoices concerned.
Each dispute is tracked, enabling it to be managed independently and allowing you to know its status.
By editing or viewing statistics and reports on client quality, you will be able to determine resolution lead-times for disputes based on their type, the amounts actually blocked and the costs incurred.
More than just a history…
… since you can associate one or more invoices with each entry.
Each client has its own set of historical records, and you can add entries at any time (annotations, comments, etc.).
All the automatic processing operations such as the sending of mail or the blocking of accounts can update the dossier’s records automatically. There are no limits on the size or number of annotations.
Organise your work effectively…
… by calling up the day’s list of operations. At any time, you will be able to see the actions to be taken on a given date. This lies at the heart of dossier management.
Each manager has his or her own working list.
Configure data imports…
Ulysse can import information from our accounting system (clients, accountvalue10
Contact us if you wish to receive paper copies of documentation.ing records, etc.) as well as any other data sources (ERP, commercial network). When importing new items (invoices, payments, etc.), you can decide on how to manage them based on a wide range of criteria.
For more detailed documentation, you can download the description.
Contact us if you wish to receive paper copies of documentation.
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