USE CASES

Helping

Educational Institutes
Manage Petty Cash Across Locations

A quick look at some of our happay customers!

Indias leading educational institutes use Happay for managing petty cash.

INDEX

Intro

The Problem

The Solution

How Happay Works

Features

INTRO

Say youre an educational institute with branches spread across different locations.

BRANCH 1

CORPORATE OFFICE

BRANCH 2

BRANCH 3

INTRO

Each branch needs petty cash funds for its day-to-day expenses.

Maintenance
& Repairs

Marketing &
Promotions

Rent &
Utility Bills

Printing &
Stationary

Staff
Welfare

Travel
& Fuel

THE PROBLEM

There are 3 key challenges you might face while managing Petty Cash.

1. DISTRIBUTION

How do you distribute

funds to each branch?

By Cash /Cheque?
Via NEFT transfer?

Long & slow

process

2. TRACKING

Can you track how much

money has been spent?

Where? On what?
Amount remaining?
Amount needed?

No tracking
& control

3. ACCOUNTING

How do you reconcile &

account for expenses?

Collect paper bills?

Fill spreadsheets?

Manual, slow,
error prone

THE SOLUTION

Happay offers a cashless, paperless and automated petty cash management solution that
enables quick cash disbursement and gives you real-time spend visibility and control.

ADMIN DASHBOARD

CORPORATE OFFICE
Uses Happays Web and Mobile Dashboard

BRANCH OFFICE
Uses Happays Expense Card and Mobile App

HOW HAPPAY WORKS

1. Issue Happay Cards to each branch.

BRANCH 1

ADMIN DASHBOARD

BRANCH 2

CORPORATE OFFICE

BRANCH 3

HOW HAPPAY WORKS

2. Add petty cash funds to Happay Cards instantly.

CORPORATE OFFICE

BRANCH

HOW HAPPAY WORKS

3. Set monthly budgets and policies for each branch.

BRANCH 2

CORPORATE OFFICE

BRANCH

GET POWERFUL EXPENSE MANAGEMENT FEATURES

at your fingertips

FEATURES

End-to-end Expense Report Automation

Happay automates expense reports from purchase to accounting. Branch employees capture and submit
expenses on-the-go. Managers and finance teams approve expenses instantly on web or mobile.

BRANCH EMPLOYEES

BRANCH MANAGERS

FINANCE

Capture and submit expenses

on-the-go

View and approve expense

reports instantly

View and verify expense reports with

digitised receipts

FEATURES

Direct Integration with any accounting software

You can export expense data from Happay to any accounting in any
format. You can store receipts on the cloud upto 7 years.

FEATURES

Actionable Spend Analytics: BUDGETED VS. ACTUAL Spends

Happay sends you weekly/monthly reports with numbers that matter. You can compare budgeted vs. actual spend
at any point in time and plan your budgets for the upcoming week or month with greater accuracy and confidence.

FEATURES

Real-time tracking of all expenses

Get a complete overview of expenses across all branches in one, single place.
Filter expenses by branches, categories, time duration, etc

Emp. Expenses

Company Expenses Balance Summary Charts

USER/CARD

MERCHANT

CATEGORY

AMOUNT

Branch 1

Ola Cabs

Travel

Rs. 346

Sky Office

Stationary

Rs. 3576

Airtel

Wifi

Rs. 4000

Printo

Printing

Rs. 2306

18 Sep15, 8:30 AM

Branch 2
18 Sep15, 2:23 PM

Branch 3
18 Sep15, 3:56 PM

Branch 4
18 Sep15, 4:30 PM

Download

BILL

1500+ companies have streamlined expense management with

Happay and have experienced fantastic results Dont be left behind!
Click here to get started