Frequently Asked Questions

CAM (Cash Advance System) is a comprehensive platform designed to streamline cash advance management for businesses. It allows employees to request cash advances, managers to approve them, and finance teams to track and manage the entire process efficiently.

Key features include:

• Automated approval workflows
• Real-time tracking and notifications
• Comprehensive reporting and analytics
• Integration with existing business systems
• Mobile access for on-the-go management

CAM is designed for businesses of all sizes that need to manage cash advances. It's particularly useful for:

• Companies with employees who need cash advances for business expenses
• Organizations requiring approval workflows for financial requests
• Finance teams that need to track and manage advance requests
• Businesses looking to digitize their cash advance processes

We offer different plans to accommodate small startups to large enterprises.

Getting started with CAM is simple:

1. Sign up: Create your account and verify your email
2. Set up your company: Add your organization details and preferences
3. Invite team members: Add users and assign appropriate roles
4. Configure workflows: Set up approval processes that match your business needs
5. Start using: Begin creating and managing cash advance requests

Our onboarding process includes guided tutorials and dedicated support to help you get up and running quickly.

Yes! We offer a free trial for all our paid plans. The free trial includes:

• Full access to all features for 14 days
• Up to 5 users and 50 cash advance requests
• Email and chat support
• No credit card required to start

You can upgrade to a paid plan at any time during or after the trial period. No data is lost when you upgrade.

To create a user account:

1. Visit our signup page or click "Get Started" on our homepage
2. Enter your email address and create a strong password
3. Verify your email address by clicking the link in your inbox
4. Complete your profile with your personal information
5. If you're joining an existing organization, enter the company code provided by your administrator

If you're an administrator, you can also invite users directly from your dashboard.

To reset your password:

1. Go to the login page and click "Forgot Password"
2. Enter your email address
3. Check your email for a password reset link
4. Click the link and create a new password
5. Log in with your new password

If you don't receive the email, check your spam folder or contact support for assistance.

To update your profile:

1. Log in to your CAM account
2. Click on your profile picture or name in the top-right corner
3. Select "Profile Settings" from the dropdown menu
4. Update any information you need to change
5. Click "Save Changes" to confirm your updates

Some changes may require verification, and you'll be notified if additional steps are needed.

To invite team members (admin access required):

1. Go to the "Users" section in your dashboard
2. Click "Invite User" or the "+" button
3. Enter the user's email address
4. Select their role and permissions
5. Add a personal message (optional)
6. Click "Send Invitation"

The invited user will receive an email with instructions to join your organization.

We offer three main pricing plans:

• Starter (Free): Up to 5 users, 50 requests/month, basic features
• Professional: Up to 50 users, 1,000 requests/month, advanced features, priority support
• Enterprise: Unlimited users and requests, custom features, dedicated support, API access

All plans include core security features, mobile access, and email support. You can upgrade or downgrade your plan at any time.

Our billing is simple and transparent:

• Monthly or annual billing options available
• Annual plans include a 20% discount
• Billing is based on the number of active users
• You're only charged for users who are active during the billing period
• All major credit cards and PayPal are accepted
• Invoices are automatically generated and emailed

You can view your billing history and download invoices from your account dashboard.

Yes, you can cancel your subscription at any time:

1. Go to your account settings
2. Navigate to the "Billing" section
3. Click "Cancel Subscription"
4. Follow the confirmation prompts

Your subscription will remain active until the end of your current billing period. You won't be charged for the next period, and you can reactivate your subscription anytime.

We offer a 30-day money-back guarantee for all paid plans. If you're not satisfied with CAM within the first 30 days of your subscription, we'll provide a full refund.

To request a refund:

1. Contact our support team
2. Provide your account details and reason for cancellation
3. We'll process your refund within 5-7 business days

Refunds are processed to the original payment method used for the subscription.

Data security is our top priority. We implement multiple layers of protection:

• Encryption: All data is encrypted in transit (TLS 1.3) and at rest (AES-256)
• Access Controls: Role-based permissions ensure users only see what they need
• Audit Trails: All actions are logged and monitored
• Regular Backups: Your data is backed up daily and stored securely
• Compliance: We follow industry standards and regulations

We also conduct regular security audits and penetration testing to ensure our systems remain secure.

To enable two-factor authentication (2FA):

1. Go to your account settings
2. Navigate to the "Security" section
3. Click "Enable Two-Factor Authentication"
4. Download an authenticator app (Google Authenticator, Authy, etc.)
5. Scan the QR code with your authenticator app
6. Enter the verification code from your app
7. Save your backup codes in a secure location

2FA adds an extra layer of security by requiring a code from your phone in addition to your password.

Access to your cash advance requests is controlled by your organization's settings and your role:

• You: Can see all your own requests
• Your Manager: Can see requests they need to approve
• Finance Team: Can see all requests for accounting purposes
• Administrators: Can see all requests in their organization

We use role-based access control to ensure sensitive information is only accessible to authorized personnel.

We do not sell, trade, or rent your personal information to third parties. We may share data only in these limited circumstances:

• Service Providers: Trusted partners who help us operate our platform (hosting, email services, etc.)
• Legal Requirements: When required by law or to protect our rights
• Business Transfers: In case of merger or acquisition (with same protections)

All third parties are bound by strict confidentiality agreements and data protection requirements.

CAM works with all modern browsers. We recommend using the latest versions of:

• Google Chrome (recommended)
• Mozilla Firefox
• Safari
• Microsoft Edge

For the best experience, ensure JavaScript is enabled and your browser is up to date. We don't support Internet Explorer.

Yes! We offer mobile apps for both iOS and Android:

• iOS: Available on the App Store for iPhone and iPad
• Android: Available on Google Play Store
• Web App: Also accessible through your mobile browser

The mobile app includes all core features: creating requests, approvals, notifications, and basic reporting.

If you're experiencing technical issues:

1. Check our status page: Visit status.cas.com for system updates
2. Clear your browser cache: This often resolves display issues
3. Try a different browser: Test if the issue persists
4. Check your internet connection: Ensure you have a stable connection
5. Contact support: Reach out to our technical team with details

When contacting support, include your browser version, error messages, and steps to reproduce the issue.

Yes! API access is available for Enterprise customers:

• RESTful API: Full access to all CAM functionality
• Webhooks: Real-time notifications for events
• Documentation: Comprehensive API documentation and examples
• SDKs: Libraries for popular programming languages
• Support: Dedicated technical support for integrations

Contact our sales team to discuss your integration needs and get access to our API.