Helping

Healthcare Companies Manage Petty Cash Across

Multiple Centres

USE CASES

Intro

The Problem

The Solution

How Happay Works

1

2

3

4

Features5

INDEX

INTRO

CORPORATE OFFICE

CENTRE 1

CENTRE 2

CENTRE 3

Say you’re a healthcare company with centres spread across different locations.

1

Housekeeping & Cleaning

Rent & Utility Bills

Maintenance & Repairs

Books & Periodicals

Travel & Conveyance

INTRO

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

1

Staff Welfare

Medicine Purchases

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 centre?

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

CENTRE

ADMIN DASHBOARD

Uses Happay’s Expense Card and Mobile App

THE SOLUTION3

1. Issue Happay Cards to each centre.

HOW HAPPAY WORKS4

CORPORATE OFFICE

ADMIN DASHBOARD

CENTRE 1

CENTRE 2

CENTRE 3

CENTRE

2. Add petty cash funds to Happay Cards instantly.

HOW HAPPAY WORKS4

CORPORATE OFFICE

CENTRE 2

CENTRECORPORATE OFFICE

3. Set monthly budgets and policies for each centre.

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. Employees capture and submit expenses on-

the-go. Managers and finance teams approve expenses instantly on web or mobile.

EMPLOYEES 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 centres in one, single place.

Filter expenses by merchants, spend categories, time duration, etc

Emp. Expenses Company Expenses Balance Summary Charts Download

USER/CARD MERCHANT AMOUNT BILLCATEGORY

Rs. 4000

Rs. 13576

Rs. 4000

Rs. 2000

Centre 1 BESCOM

MK PharmaCentre 2

Centre 3

Centre 4

Utility

Medicines

Indian Oil

18 Sep’15, 8:30 AM

18 Sep’15, 2:23 PM

18 Sep’15, 3:56 PM

18 Sep’15, 4:30 PM

Fuel

Metro Security Security

FEATURES5

1500+ companies have streamlined expense management with

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

Click here to get started