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Expense Management

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Happay’s expense management software for business solution gives real time visibility and control over business spending by completely streamlining your organization’s expense workflow.Sign Up Now! – PowerPoint PPT presentation

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Title: Expense Management


1
THE ALL-IN-ONE PLATFORM FOR BUSINESS SPEND
MANAGEMENT
Real-time Expense Reporting One-click
reimbursements I
I 100 Policy Compliance Automatic Accounting Sync
2
Types of Business Expenses
Supplies Admin Utilities
Travel Entertainment
Business expenses are of different types
Food Medical Allowances
Digital Spends Forex
3
The problem with Business Expense Management
Travel Entertainment Expenses incurred by 5-6 different teams, each with a different submission cycles Expenses are filed manually in vouchers or spreadsheets Approvals are slow involve multiple followups Finance departments over- loaded with paperwork No centralised visibility control for management Different platforms used for payment reimbursement
Food Medical Allowances ds Expenses incurred by 5-6 different teams, each with a different submission cycles Expenses are filed manually in vouchers or spreadsheets Approvals are slow involve multiple followups Finance departments over- loaded with paperwork No centralised visibility control for management Different platforms used for payment reimbursement
Supplies Admin Utilities
Business expenses are of different types
Digital Spen Forex
4
Happay fixes everything that is wrong with manual
expense management.
5
A new age spend management platform
Happay brings all employees and expenses on one
platform giving you centralised visibility and
control over all employee-incurred business
expenditure.
Happay works via a web and mobile interface
giving you access to expenses anytime, anywhere.
6
End-to-end expense report automation
Happay automates streamlines your expense
management workflow from expense filing to
accounting.
Employee records expenses and submits report for
approval.
Manager approves expense report.
Finance verifies expense reports.
Data auto-sync with accounting
Lets break this down
7
Employee records expense..
Happay eliminates the whole hassle of maintaining
receipts, remembering to record all expenses and
spending hours on creating expense reports.
CAPTURE EXPENSES ON-THE-GO
INSTANTLY DIGITISE BILLS
ADD CATEGORIES OTHER TAGS
8
Sends report with a tap of a button..
Employee add expenses to report and clicks submit.
9
Report sent for approval..
Happay then auto-checks expenses against policy
rules. If expenses are compliant with the rules,
report is submitted to the manager for approval.
All expenses are policy compliant
10
Manager approves report..
MANAGER DASHBOARD
EXPENSE REPORT Submitted by Amit Gupta Report
name Bangalore to Delhi Sales trip for Project
X Date of submission 2016 - 04 - 15
All expenses are policy compliant
Action
No. Date 04 -12
Merchant Starbucks
Amount Bill Rs.400
Category Food
APPROVE
1. 2. 04 -12 Auto Rs.50 Travel
APPROVE

3. 04 -12 Oyo Rooms Rs.2000 Hotel APPROVE


4. 04 -12 Ola Cabs Rs.362 Travel APPROVE

EMPLOYEE submits report
SUBMIT
11
Finance verifies report..
FINANCE DASHBOARD
EXPENSE REPORT Submitted by Amit Gupta Report
name Bangalore to Delhi Sales trip for Project X
Date of submission 2016 - 04 - 15 of submission 2016 - 04 - 15 of submission 2016 - 04 - 15 of submission 2016 - 04 - 15 of submission 2016 - 04 - 15
No. Date Merchant Amount Bill Category Action

All expenses are policy compliant 1. 04 -12 Starbucks Rs.400 Food VERIFY
2. 04 -12 Ola Cabs Rs.320 Travel VERIFY


3. 04 -12 Oyo Rooms Rs.2250 Hotel VERIFY



4. 04 -12 Ola Cabs Rs.362 Travel VERIFY

EMPLOYEE MANAGER SUBMIT
submits report Approves report
12
End-to-end expense report automation complete.
FINANCE Verifies report
EMPLOYEE submits report
MANAGER Approves report
DATA AUTO-SYNC to accounting
13
Robust travel expense management features for
employees, management finance teams
Happay takes care of expenses so you can focus
more on business.
14
Features for employees
TRAVEL REQUISITIONS Employees can get their
travel itinerary pre- approved by their manager-
details include travel date, purpose of travel
expected cost.
UPCOMING TRIP REMINDERS Happay syncs with Google
Calendar and prompts employees to record travel
expenses based on meetings/events.
Best voted feature
OFFLINE EXPENSE CATURE Expenses captured offline
auto-sync with the app as soon as the phone
connects to 3G or wifi.
PER DIEM EXPENSES Define Per Diem rates and allow
employees to create and submit Per Diem
expenses/allowances.
AUTOMATIC GPS TRACKING Employees using personal
vehicle for business? Enable them to easily
track and record mileage via Happays app.
ONE-TAP MONEY REQUESTS Employees with Happay
cards can request funds right from their app. If
approved, funds are loaded on Happay cads
immediately.
CARD SWITCH ON-SWITCH OFF Employees with Happay
Visa or MasterCards can easily deactivate lost
cards right from the Happay app - with just a
click of a button.
15
Features for management
RICH BUSINESS INTELLIGENCE Filter expense data by
cost centers, categories, time period, teams,
etc. Easily analyse spending trends and identify
saving opportunities.
GUIDED REPORT REVIEW Review not all but only
those expense reports that need your attention.
Take action on fraudulent expenses with our
alerts notifications.
REAL-TIME RECON REPORTS Stay on top of your
companys expenses with Happays on-demand
reconciliation reports complete with spends
outstanding balances.
ADVANCED POLICY ENFORCEMENT Create budgets and
rules within the system. Flag policy violations
for review or alternatively block policy
violations, ensuring 100 compliance
CENTRALISED VISIBILITY CONTROL Get complete
visibility control over your company finances,
budgets and cashflows in a single place.
Most Coveted Feature
CORPORATE CARD PROGRAMS Along with employee
reimbursements, Happay offers you the choice to
pre-fund expenses via Happay Visa MasterCards.
INTERNATIONAL TRAVEL With Happay Forex cards,
power your international business travel across
175 countries.
16
Features for finance teams
ACCOUNTING INTEGRATIONS
ONE-CLICK REIMBURSEMENT Add employees bank
details to Happay and reimburse money back to
employee bank account with a click of a button.
GL CODE MAPPING Import GL codes from your
accounting software, including categories,
employees, and more, and automatically map them
to expense data in Happay.
NO DOUBLE DATA ENTRY Integrate Happay with
Accounting softwares you already use and export
data directly to them.
Most Coveted Feature
AUDITOR ACCESS Give auditors access to expense
data they need without allowing full admin
rights.
DATA BACK UP FOR 7 YEARS No limits on receipts
uploaded or reports created or submitted. Happay
stores data for you for a long time.
17
Impact and value creation
7X faster Processing of expenses
96 reduction in paperwork
0 Leakage on false submissions
gt 30 improvement in labor productivity
Savings 4-17 of annual spends
Source Happay In-house data and survey reports
18
1800
Our clients
30 Industry segments
Customers
19
What customers have to say about us
What you have there is a fantastic piece of
technology that works for me in a way that I
have become dependent on it. Arpit Agarwal,
Principal, Blume Ventures
Happay is a wonderful expense management
solution. It is easy to use, simple and makes
our processes more streamlined. Ambarish Gupta ,
CEO -- Knowlarity
The beauty of it Happay is that I can
dynamically control, how much money goes into
each card. Ashneer Grover, Head of Finance,
Grofers
With Happay cards, the whole organization is
cashless. All corporate teams attend events and
meetings without carrying a penny in the
pocket. Renu Bisht, Co--founder, Vanity Cube
Expense claim, verifying the claim, adding money
everything happens through a single
click. Prateek Singhal, Co--founder COO, Ecozen
With Happay, we know exactly when the balance is
low and can transfer cash to any branchs Happay
card sitting anywhere." Dharmarajan S, Finance,
Modern Family Doctor
20
THANK YOU
Get in touch care_at_happay.in, 080--39510101
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