Settings
How to Enable Two-Factor Authentication (2FA)Add an extra layer of security to your account access
How to Configure Your Session Expiration TimeReduce the risk of unauthorized access if a session is left unattended
Update Your Company ProfileAdd a Photo, Company Name, and Address to your Company Profile.
Manage User PermissionsCreate and manage users, roles, and assign permissions within your CashCloud account.
Securing Your AccountAdd Advanced Security to your account for a more secure and private experience.
Managing Your CashCloud PlanManage your CashCloud subscriptions, add payment methods, and see your billing history.
Updating print locations for PaymentsUpdate print locations for check Payments in CashCloud, rerouting them to your preferred printer before disbursement.
How to Invite Your Team MembersEasily invite your team members to join your workspace and collaborate efficiently in CashCloud.
How to Configure PermissionsCustomize permissions for all of your users.
Managing WorkflowsSet up workflows in CashCloud for approvals, signatures, and disbursements. Customize rules based on payment value, type, and bank account.
How to Create a Signature WorkflowLearn to create a signature workflow in CashCloud to ensure that payments are signed by the right people before being disbursed.
How to Create a Disbursement WorkflowSet up a disbursement workflow in CashCloud, enabling you to manage and control when payments are released.
Data Groups Overview
Managing API integrationsIntegrating CashCloud with various applications enables seamless data management and synchronization.
Managing database connectionsIntegrate data directly from your database into CashCloud, providing seamless data synchronization.
Managing flat file connectionsIntegrate data from flat files, like CSVs, to streamline data management and import processes.
How to Set Up a New IntegrationSetting up a new integration in CashCloud lets you connect seamlessly to various applications, flat files, and databases.
Data Group Setting and Advanced FiltersLearn how to set up and manage Data Groups, including integrations and filters.