Navigate the Issuer Portal
The Issuer Portal keeps applications separate from live facilities and invoices. Use the sidebar to move between work, then open a record when you need documents or the next action.
Before you start
Finish company onboarding first. Until the organisation is approved, Apply for financing and most Work links stay locked.
Work menu
The Work group contains:
- Dashboard — what needs you, Where things stand for applications still in origination, and Funding progress for notes waiting to list, raise or disburse.
- Activity — milestones across applications and financing.
- Applications — drafts, reviews, offers and signing.
- Financing — approved facilities and invoice notes after they exist.
A number on Applications or Financing means something needs a response.
Applications versus Financing
Use Applications while CashSouk is still reviewing a request, or while you are responding to an offer or a change request.
Use Financing after a facility or invoice note is in place. Financing has two tabs:
- Facilities — reusable credit limits.
- Invoices — invoice notes that are listing, funded, active or completed.
Starting a new request always begins with Apply for financing in the sidebar footer, or the same button on Applications and Financing.
Needs your attention
Applications and both Financing tabs show a Needs your attention section when you must act. Typical tasks include finishing a draft, making requested changes, reviewing an offer, paying an upfront facility fee, or reporting a repayment.
The Dashboard also surfaces the next action when one is waiting.
Where things stand and Funding progress
Where things stand lists applications still in origination. The steps depend on the application type:
- A new facility: Submit, Review, Accept offer, Sign facility.
- An invoice under a facility: Submit, Review, Accept offer. There is no second facility signing.
- A standalone invoice: Submit, Review, Accept offer, Sign offer.
The current step names the action still needed. An offer waiting for you shows Accept offer, not Offer accepted. A finished step uses the past tense, such as Submitted or Offer accepted. If CashSouk asked for application changes, the review step shows Make changes. If CashSouk is still reviewing, it shows Under review.
Funding progress lists notes after origination. Those steps are Awaiting listing, Raising funds and Awaiting disbursement. A listing that did not fill shows Funding unsuccessful. Live and repaid notes are not in this list.
Settings menu
The Settings group contains:
- Organisation — company details, People, Banking, account Documents and Members.
- My account — your password and personal account settings. Email addresses cannot be changed in the portal.
- Help — opens the Help Center in a new tab.
You can also open the in-portal chat launcher for questions.
Documents
Where you download a file depends on the document:
- Application files and offer letters live on the application, including the Documents tab and Download application summary.
- The same application-summary button also appears on the invoice note when that note is linked to an application.
- Facility and invoice documents live on the facility or invoice note in Financing.
- Company legal documents live under Organisation > Documents.
See Issuer documents and where to find them for each file type.
What you will see
After approval, the Dashboard shows Where things stand, Funding progress, repayment performance, and outstanding financing. Empty states invite you to Apply for financing.
Use the organisation switcher at the top of the sidebar if you belong to more than one company.
Common questions
Why is Apply for financing locked?
Onboarding is not finished, or the organisation is still waiting for approval. Complete the step named in the lock tooltip.
Why do Applications and Financing both show the same invoice?
The application is the request and offer. The Financing invoice is the note after CashSouk lists or services it. Open Applications for review and signing. Open Financing for listing, disbursement and repayment.
Where do I change my password?
My account. Two-factor authentication stays on for every account.
What do the APP-, CON-, INV- and NOTE- codes mean?
They are the references shown in the portal. Quote them in chat or email so the CashSouk team can find the record.