USE CASES

Helping

Healthcare Companies
Manage Petty Cash Across
Multiple Centres

INDEX

Intro

The Problem

The Solution

How Happay Works

Features

INTRO

Say youre a healthcare company with centres spread across different locations.

CENTRE 1

CORPORATE OFFICE

CENTRE 2

CENTRE 3

INTRO

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

Medicine Purchases

Maintenance
& Repairs

Housekeeping
& Cleaning

Rent &
Utility Bills

Books &
Periodicals

Staff
Welfare

Travel
& Conveyance

THE PROBLEM

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

1. DISTRIBUTION

How do you distribute

funds to each centre?

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

CENTRE
Uses Happays Expense Card and Mobile App

HOW HAPPAY WORKS

1. Issue Happay Cards to each centre.

CENTRE 1

ADMIN DASHBOARD

CENTRE 2

CORPORATE OFFICE

CENTRE 3

HOW HAPPAY WORKS

2. Add petty cash funds to Happay Cards instantly.

CORPORATE OFFICE

CENTRE

HOW HAPPAY WORKS

3. Set monthly budgets and policies for each centre.

CENTRE 2

CORPORATE OFFICE

CENTRE

GET POWERFUL EXPENSE MANAGEMENT FEATURES

at your fingertips

FEATURES

End-to-end Expense Report Automation

Happay automates expense reports from purchase to accounting. Employees capture and submit expenses onthe-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

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 centres in one, single place.
Filter expenses by merchants, spend categories, time duration, etc

Emp. Expenses

Company Expenses Balance Summary Charts

USER/CARD

MERCHANT

CATEGORY

AMOUNT

Centre 1

BESCOM

Utility

Rs. 4000

MK Pharma

Medicines

Rs. 13576

Indian Oil

Fuel

Rs. 4000

Metro Security

Security

Rs. 2000

18 Sep15, 8:30 AM

Centre 2
18 Sep15, 2:23 PM

Centre 3
18 Sep15, 3:56 PM

Centre 4
18 Sep15, 4:30 PM

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BILL

1500+ companies have streamlined expense management with

Happay and have experienced fantastic results Dont be left behind!
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