Helping

Educational Institutes Manage Petty Cash Across Locations

USE CASES

A quick look at some of our happay customers!

India’s leading educational institutes use Happay for managing petty cash.

Intro

The Problem

The Solution

How Happay Works

1

2

3

4

Features5

INDEX

INTRO

CORPORATE OFFICE

BRANCH 1

BRANCH 2

BRANCH 3

Say you’re an educational institute with branches spread across different locations.

1

Marketing & Promotions

Rent & Utility Bills

Maintenance & Repairs

Printing & Stationary

Staff Welfare

Travel & Fuel

INTRO

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

1

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

1. DISTRIBUTION

THE PROBLEM2

2. TRACKING

By Cash /Cheque?

Via NEFT transfer?

Where? On what?

Amount remaining?

Amount needed?

How do you distribute

funds to each branch?

3. ACCOUNTING

Can you track how much

money has been spent?

How do you reconcile &

account for expenses?Collect paper bills?

Fill spreadsheets?

Long & slow

process

No tracking

& control

Manual, slow,

error prone

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.

CORPORATE OFFICE

Uses Happay’s Web and Mobile Dashboard

BRANCH OFFICE

ADMIN DASHBOARD

Uses Happay’s Expense Card and Mobile App

THE SOLUTION3

1. Issue Happay Cards to each branch.

HOW HAPPAY WORKS4

BRANCH 1

BRANCH 2

BRANCH 3

CORPORATE OFFICE

ADMIN DASHBOARD

BRANCH

2. Add petty cash funds to Happay Cards instantly.

HOW HAPPAY WORKS4

CORPORATE OFFICE

BRANCH 2

BRANCHCORPORATE OFFICE

3. Set monthly budgets and policies for each branch.

HOW HAPPAY WORKS4

GET POWERFUL EXPENSE MANAGEMENT FEATURES at your fingertips

FEATURES5

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

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.

FEATURES5

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.

FEATURES5

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 Download

USER/CARD MERCHANT AMOUNT BILLCATEGORY

Rs. 346

Rs. 3576

Rs. 4000

Rs. 2306

Branch 1 Ola Cabs

Sky OfficeBranch 2

Branch 3

Branch 4

Travel

Stationary

Airtel

18 Sep’15, 8:30 AM

18 Sep’15, 2:23 PM

18 Sep’15, 3:56 PM

18 Sep’15, 4:30 PM

Wifi

Printo Printing

FEATURES5

1500+ companies have streamlined expense management with

Happay and have experienced fantastic results… Don’t be left behind!

Click here to get started