Learn how Happay helps educational institutes manage petty cash across multiple branches or centres. India's top institutes and schools namely Pearson, Think & Learn, k12 schools are using Happay and experiencing fantastic results. Don't be left behind. Schedule a demo of Happay today at www.happay.in/schedule_ademo.html.

1. Helping
Educational Institutes
Manage Petty Cash Across Locations
USE CASES

2. A quick look at some of our happay customers!
India’s leading educational institutes use Happay for managing petty cash.

3. Intro
The Problem
The Solution
How Happay Works
1
2
3
4
Features5
INDEX

4. INTRO
CORPORATE OFFICE
BRANCH 1
BRANCH 2
BRANCH 3
Say you’re an educational institute with branches spread across different locations.
1

5. 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

6. There are 3key 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

7. 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

8. 1. Issue Happay Cards to each branch.
HOW HAPPAY WORKS4
BRANCH 1
BRANCH 2
BRANCH 3
CORPORATE OFFICE
ADMIN DASHBOARD

9. BRANCH
2. Add petty cash funds to Happay Cards instantly.
HOW HAPPAY WORKS4
CORPORATE OFFICE

10. BRANCH 2
BRANCHCORPORATE OFFICE
3. Set monthly budgets and policies for each branch.
HOW HAPPAY WORKS4

11. GET POWERFUL EXPENSE MANAGEMENT FEATURES
at your fingertips

12. 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

13. 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

14. 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

15. 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 Office
Branch 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

16. 1500+ companies have streamlined expense management with
Happay and have experienced fantastic results… Don’t be left behind!
Click here to get started