Helping

Restaurants Manage Petty Cash Across Outlets

USE CASES

A quick look at some of our happay customers!

QSRs and dine-in restaurants use Happay for managing petty cash across outlets.

Intro

The Problem

The Solution

How Happay Works

1

2

3

4

Features5

INDEX

INTRO

CORPORATE OFFICE

OUTLET 1

OUTLET 2

OUTLET 3

Say you’re a restaurant with outlets spread across different locations.

1

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

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 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

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

1. Issue Happay Cards to each outlet.

HOW HAPPAY WORKS4

OUTLET 1

OUTLET 2

OUTLET 3

CORPORATE OFFICE

ADMIN DASHBOARD

OUTLET

2. Add petty cash funds to Happay Cards instantly.

HOW HAPPAY WORKS4

CORPORATE OFFICE

OUTLET 2

OUTLETCORPORATE OFFICE

3. Set monthly budgets and policies for each outlet.

HOW HAPPAY WORKS4

GET POWERFUL EXPENSE MANAGEMENT FEATURES at your fingertips

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

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

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

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 CityOutlet 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

“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

1500+ companies have streamlined expense management with

Happay and have experienced fantastic results… Don’t be left behind!

Click here to get started