This document discusses how Happay helps restaurants manage petty cash across multiple outlets. It outlines the challenges of distributing, tracking, and accounting for petty cash at each outlet location. Happay provides a cashless solution using expense cards that are loaded with petty cash funds. Outlets can use the cards to pay expenses and the corporate office can track spending in real-time using Happay's mobile and web dashboard. This allows for automated expense reporting, direct accounting integration, and spend analytics to easily manage petty cash for multiple outlets.

1. Helping
Restaurants
Manage Petty Cash Across Outlets
USE CASES

2. A quick look at some of our happay customers!
QSRs and dine-in restaurants use Happay for managing petty cash across outlets.

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

4. INTRO
CORPORATE OFFICE
OUTLET 1
OUTLET 2
OUTLET 3
Say you’re a restaurant with outlets spread across different locations.
1

5. Marketing &
Promotions
Rent &
Utility Bills
Maintenance
& Repairs
Kitchen
Equipment
Food &
Ingredients
Travel
& Fuel
INTRO
Each outlet 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 outlet?
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
OUTLET
ADMIN DASHBOARD
Uses Happay’s Expense Card and Mobile App
THE SOLUTION3

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

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

10. OUTLET 2
OUTLETCORPORATE OFFICE
3. Set monthly budgets and policies for each outlet.
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. 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

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 incurred across all outlets in a single place.
Filter expenses by outlets, spend 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
Outlet 1 Gourmet Foods
Hyper City
Outlet 2
Outlet 3
Outlet 4
Ingredients
Kitchenware
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
Printo Printing
FEATURES5

16. “Happay has simplified our accounting and tracking of expenses significantly.
We have been using Happay Cards with the integrated mobile and web dashboard for five
months now in our Bangalore, Hyderabad and Chennai outlets. All disbursements to our
branches and all expenses are automatically recorded and verified, and hence they can
directly be imported into accounting.
The team has also been great to work and their support is excellent – all key requirements
for business users like me. Several minor changes we requested were implemented
immediately.
I would highly recommend this application to other CEOs.”
Griffith David, CEO
Habanero Foods International

17. 1500+ companies have streamlined expense management with
Happay and have experienced fantastic results… Don’t be left behind!
Click here to get started