happay helps educational institutes & schools manage petty cash across branches
TRANSCRIPT
![Page 1: Happay Helps Educational Institutes & Schools Manage Petty Cash Across Branches](https://reader033.vdocuments.net/reader033/viewer/2022061307/587ec8c21a28abf37b8b6907/html5/thumbnails/1.jpg)
Helping
Educational Institutes Manage Petty Cash Across Locations
USE CASES
![Page 2: Happay Helps Educational Institutes & Schools Manage Petty Cash Across Branches](https://reader033.vdocuments.net/reader033/viewer/2022061307/587ec8c21a28abf37b8b6907/html5/thumbnails/2.jpg)
A quick look at some of our happay customers!
India’s leading educational institutes use Happay for managing petty cash.
![Page 3: Happay Helps Educational Institutes & Schools Manage Petty Cash Across Branches](https://reader033.vdocuments.net/reader033/viewer/2022061307/587ec8c21a28abf37b8b6907/html5/thumbnails/3.jpg)
Intro
The Problem
The Solution
How Happay Works
1
2
3
4
Features5
INDEX
![Page 4: Happay Helps Educational Institutes & Schools Manage Petty Cash Across Branches](https://reader033.vdocuments.net/reader033/viewer/2022061307/587ec8c21a28abf37b8b6907/html5/thumbnails/4.jpg)
INTRO
CORPORATE OFFICE
BRANCH 1
BRANCH 2
BRANCH 3
Say you’re an educational institute with branches spread across different locations.
1
![Page 5: Happay Helps Educational Institutes & Schools Manage Petty Cash Across Branches](https://reader033.vdocuments.net/reader033/viewer/2022061307/587ec8c21a28abf37b8b6907/html5/thumbnails/5.jpg)
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
![Page 6: Happay Helps Educational Institutes & Schools Manage Petty Cash Across Branches](https://reader033.vdocuments.net/reader033/viewer/2022061307/587ec8c21a28abf37b8b6907/html5/thumbnails/6.jpg)
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 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
![Page 7: Happay Helps Educational Institutes & Schools Manage Petty Cash Across Branches](https://reader033.vdocuments.net/reader033/viewer/2022061307/587ec8c21a28abf37b8b6907/html5/thumbnails/7.jpg)
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
![Page 8: Happay Helps Educational Institutes & Schools Manage Petty Cash Across Branches](https://reader033.vdocuments.net/reader033/viewer/2022061307/587ec8c21a28abf37b8b6907/html5/thumbnails/8.jpg)
1. Issue Happay Cards to each branch.
HOW HAPPAY WORKS4
BRANCH 1
BRANCH 2
BRANCH 3
CORPORATE OFFICE
ADMIN DASHBOARD
![Page 9: Happay Helps Educational Institutes & Schools Manage Petty Cash Across Branches](https://reader033.vdocuments.net/reader033/viewer/2022061307/587ec8c21a28abf37b8b6907/html5/thumbnails/9.jpg)
BRANCH
2. Add petty cash funds to Happay Cards instantly.
HOW HAPPAY WORKS4
CORPORATE OFFICE
![Page 10: Happay Helps Educational Institutes & Schools Manage Petty Cash Across Branches](https://reader033.vdocuments.net/reader033/viewer/2022061307/587ec8c21a28abf37b8b6907/html5/thumbnails/10.jpg)
BRANCH 2
BRANCHCORPORATE OFFICE
3. Set monthly budgets and policies for each branch.
HOW HAPPAY WORKS4
![Page 11: Happay Helps Educational Institutes & Schools Manage Petty Cash Across Branches](https://reader033.vdocuments.net/reader033/viewer/2022061307/587ec8c21a28abf37b8b6907/html5/thumbnails/11.jpg)
GET POWERFUL EXPENSE MANAGEMENT FEATURES at your fingertips
![Page 12: Happay Helps Educational Institutes & Schools Manage Petty Cash Across Branches](https://reader033.vdocuments.net/reader033/viewer/2022061307/587ec8c21a28abf37b8b6907/html5/thumbnails/12.jpg)
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
![Page 13: Happay Helps Educational Institutes & Schools Manage Petty Cash Across Branches](https://reader033.vdocuments.net/reader033/viewer/2022061307/587ec8c21a28abf37b8b6907/html5/thumbnails/13.jpg)
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
![Page 14: Happay Helps Educational Institutes & Schools Manage Petty Cash Across Branches](https://reader033.vdocuments.net/reader033/viewer/2022061307/587ec8c21a28abf37b8b6907/html5/thumbnails/14.jpg)
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
![Page 15: Happay Helps Educational Institutes & Schools Manage Petty Cash Across Branches](https://reader033.vdocuments.net/reader033/viewer/2022061307/587ec8c21a28abf37b8b6907/html5/thumbnails/15.jpg)
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 OfficeBranch 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
![Page 16: Happay Helps Educational Institutes & Schools Manage Petty Cash Across Branches](https://reader033.vdocuments.net/reader033/viewer/2022061307/587ec8c21a28abf37b8b6907/html5/thumbnails/16.jpg)
1500+ companies have streamlined expense management with
Happay and have experienced fantastic results… Don’t be left behind!
Click here to get started