How to Create Dunning Management in Swiftly Workspace
Step 1: Accessing the Dunning Management Configuration
Let’s begin by opening Swiftly Workspace.
From the homepage:
Click on Configuration
Then select Master Data Management
A new window will appear.
Scroll to the Financials section and click on Dunning Management.
Step 2: Understanding the Purpose
Late payments are a hassle. Assigning a Dunning Management type to a customer helps define how and when reminders are sent for unpaid invoices.
Right now, this configuration is a placeholder for future automation. It allows you to prepare your system and organize customers according to their expected dunning strategy.
In future versions, Workspace will support three dunning configurations:
Basic – You trigger reminders manually, either in batch or per document
Semi-Automatic – Workspace prepares reminders and notifies you to send them
Fully Automated – Reminders are sent automatically according to rules you define
Configuring Dunning Management types today sets the foundation for scalable, reliable, and smart payment follow-up processes.
Step 3: Creating a Dunning Management Type
To add a new type:
Click the “+” button in the top right
Enter the name of the Dunning Management type (e.g., Standard Reminder Flow, Aggressive Follow-up, Soft Approach)
You can add a short description or internal reference if needed.
Choose whether this type should be active immediately.
In this walkthrough, we will leave the type inactive so it can be reviewed by the finance team first.
Click Save to store the new entry.
Step 4: Editing and Activating a Dunning Management Type
To make changes or activate a type:
Click on the entry you created
The detail/edit view will open
From here, you can:
Update the name or description
Toggle the Active status
Click Save to confirm your changes.
Use Save & Close only when you’re completely done, as it will close the Master Data Management window.
Step 5: Reviewing Dunning Management Logs
To review the change history:
Click the (i) button in the top right
The logs panel will show:
The creation user and timestamp
The last change user and timestamp
A full history of all edits made to the entry
This audit trail ensures your configuration is fully traceable and secure.
You’ve now successfully:
Created a Dunning Management type
Configured its activation status
Edited its details
Reviewed its full change history
