Help Center

Quick Help

Getting Started

First Steps

Welcome to CAM! Follow these steps to get started with your cash advance management system:

1. Account Setup: Complete your profile and verify your email address
2. Company Configuration: Set up your organization's details and preferences
3. User Management: Invite team members and assign appropriate roles
4. Workflow Setup: Configure approval workflows and business rules
5. Integration: Connect with your existing systems if needed

Creating Your First Cash Advance Request

To create a cash advance request:

1. Log in to your CAM account
2. Navigate to the "Cash Advances" section
3. Click "New Request"
4. Fill in the required details (amount, purpose, etc.)
5. Attach any supporting documents
6. Submit for approval

Understanding the Approval Process

CAM uses a flexible approval workflow system:

• Automatic Approval: Small amounts may be approved automatically
• Manager Approval: Larger amounts require manager review
• Multi-level Approval: High amounts may require multiple approvers
• Custom Workflows: Enterprise plans can create custom approval processes

Account Management

Profile Settings

Manage your personal information and preferences:

• Update your contact information
• Change your password
• Set up two-factor authentication
• Configure notification preferences
• Manage your timezone and language settings

Company Settings

Administrators can manage company-wide settings:

• Company information and branding
• Approval workflows and limits
• User roles and permissions
• Integration settings
• Billing and subscription management

User Management

Add and manage team members:

1. Go to "Users" in the admin panel
2. Click "Invite User"
3. Enter the user's email address
4. Assign appropriate roles and permissions
5. Send the invitation

Troubleshooting

Common Issues

Features Guide

Cash Advance Management

Learn how to effectively manage cash advances:

• Creating Requests: Submit new cash advance requests with all required information
• Tracking Status: Monitor the approval status of your requests
• Document Management: Upload and manage supporting documents
• Approval Workflows: Understand how the approval process works
• Liquidation: Submit expense reports and liquidations

Reporting and Analytics

Make the most of CAM reporting features:

• Dashboard Overview: Get insights into your organization's cash advance activity
• Custom Reports: Generate reports tailored to your needs
• Export Data: Download reports in various formats (PDF, Excel, CSV)
• Real-time Updates: Stay informed with live data updates

Mobile Access

Access CAM on the go:

• Responsive Design: CAM works on all mobile devices
• Mobile App: Download our mobile app for iOS and Android
• Offline Capabilities: Some features work offline and sync when connected
• Push Notifications: Stay updated with mobile notifications

Security and Privacy

Data Protection

Your data security is our top priority:

• Encryption: All data is encrypted in transit and at rest
• Access Controls: Role-based access ensures only authorized users can view data
• Audit Trails: All actions are logged for security and compliance
• Regular Backups: Your data is backed up regularly and securely

Two-Factor Authentication

Enable 2FA for enhanced security:

1. Go to your account settings
2. Navigate to "Security" section
3. Click "Enable Two-Factor Authentication"
4. Follow the setup instructions
5. Save your backup codes in a secure location

Contact Support

Still need help? Our support team is here to assist you: