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Happay Employee Guide

Happay is an expense reporting tool that allows users to digitally capture receipts, create expense reports, and submit them for approval. The document provides instructions for new users to get started with the Happay dashboard, including how to log in for the first time, an overview of the dashboard interface, and step-by-step guides for adding expenses, creating expense reports, and editing saved expenses. It emphasizes that the Happay tool streamlines expense management and reimbursement by eliminating paper receipts and expenses tracked across multiple files and formats.

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pranali
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266 views

Happay Employee Guide

Happay is an expense reporting tool that allows users to digitally capture receipts, create expense reports, and submit them for approval. The document provides instructions for new users to get started with the Happay dashboard, including how to log in for the first time, an overview of the dashboard interface, and step-by-step guides for adding expenses, creating expense reports, and editing saved expenses. It emphasizes that the Happay tool streamlines expense management and reimbursement by eliminating paper receipts and expenses tracked across multiple files and formats.

Uploaded by

pranali
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Getting Started with Happay

A Guide to the Employee Web Dashboard


Welcome to Happay!

We’re glad to have you with us.

This guide will help you get started with Happay. Please go through it and feel free to write to us or call us in case you
are facing any issues or have any questions.

For help contact [email protected] I 080-39510202


Introduction

Happay is a quick and easy expense reporting tool that helps you focus less on expenses and more on things that
matter.

With Happay, you don’t have to hold on to paper receipts and file expenses in spreadsheets. Receipts can be
easily digitised and expenses can be captured and submitted online in seconds.

No more footing the bill from your own pocket. Happay cards come pre-loaded with funds that you can use for
any and all business spends.

Excited to know how it all works? Lets find out how.

For help contact [email protected] I 080-39510202


Contents

1) Happay web dashboard


2) Your first login
3) Dashboard tour
4) Adding a new cash expense
5) Adding a new mileage expense
6) Editing Your Save expenses
7) Creating a new report

For help contact [email protected] I 080-39510202


1. Happay Web Dashboard

Happay’s web dashboard is an online platform that http://v2.happay.in/


enables you to create expense entries, compile them
into reports, and submit them for approval quickly
and easily.

It also allows you to request funds for business


spends and send in your travel requisitions for better
and hassle-free business trips. Enter Email or Mobile

Link to the dashboard: http://v2.happay.in/

Quick tip: Add this link to your browser’s Bookmark bar and
access it anytime with just a click of a button.

For help contact [email protected] I 080-39510202


2. Your First Login

Once your company has added you as a user on


Happay, you’ll receive an email invitation from
[email protected].

1. Open the email and click on the


Accept Invite button.

For help contact [email protected] I 080-39510202


2. Your First Login

2. Enter your phone number. Enter Email or Mobile

3. Next, an OTP will be sent to your phone to verify Verify Mobile Number

your number. Enter the OTP in the input field.


OTP
Incase you didn’t receive the OTP, please click the
Resend OTP button.
Resend OTP

For help contact [email protected] I 080-39510202


2. Your First Login

4. Fill in your profile details and create a First Name


new password that you will use to login into
Last Name
your Happay dashboard and confirm the
same. Click Submit once you’re done.

of Birth
Now you can log in to your dashboard.
Password

Confirm Password

SUBMIT

For help contact [email protected] I 080-39510202


3. Dashboard Tour

Welcome to your dashboard.

Before we start using the dashboard,


let’s take a look at the various
elements that it has.

For help contact [email protected] I 080-39510202


3.1Top bar

An Overview of the Web Dashboard

For help contact [email protected] I 080-39510202


3.2 Navigation Bar

Support team.

An Overview of the Web Dashboard

For help contact [email protected] I 080-39510202


3.3 Shortcuts

3
4 Shortcuts

These 4 buttons are shortcuts to


the most frequent tasks that you
will be doing on your
dashboard.

These include creating a new –


• Expense
• Report
• Travel Requisition
• Money Request
An Overview of the Web Dashboard

For help contact [email protected] I 080-39510202


3.4 Pending Items

5
Pending Items

This tab shows you all the


expenses and reports that need
your immediate attention.

These maybe expenses that have


been captured but not added to
a report; reports that are saved
but not submitted; reports that
have declined expenses.

An Overview of the Web Dashboard

For help contact [email protected] I 080-39510202


3.5 Menu Bar

An Overview of the Web Dashboard

For help contact [email protected] I 080-39510202


3.6 Menu Bar [User Details]

types ofinformation.

An Overview of the Web Dashboard

For help contact [email protected] I 080-39510202


3.6.1 Menu Bar [Security]

change your password.

An Overview of the Web Dashboard

For help contact [email protected] I 080-39510202


3.6.2 Menu Bar [KYC] (Drop a mail to [email protected] for KYC Verification, we will help on same)

An Overview of the Web Dashboard

For help contact [email protected] I 080-39510202


4. Adding a new cash expense Note- (Wallet type will be “Reimbursement wallet” For Your All Expenses)

1. Click on the ‘Add Expense’


Shortcut button on the home screen.

2. Enter the merchant name and


amount. Add a short description
and select the appropriate category.

3. Upload the bill.

Click ‘Save’.

For help contact [email protected] I 080-39510202


5. Adding a new mileage expense Note- (Wallet type will be “Reimbursement wallet” For Your All Expenses)

1. Click on the ‘Add Expense’


Shortcut button on the home screen.

2. Select Mileage.

3. Enter the distance traveled.


Happay will auto-calculate the
amount based on a mileage rate that
is pre-defined by your company.

Click ‘Save’.

For help contact [email protected] I 080-39510202


6. Editing Your Save expenses
Editing a card expense
1. Click on the ‘Expenses’ tab on
the top navigation bar.

2. Go to the card expense you want


to edit and click the edit button on
the far right of the expense line.

For help contact [email protected] I 080-39510202


6. Editing Your Save expenses
Editing a card expense
3. Add a short description and
select the appropriate category.
Attach the bill.

Click ‘Update’.

For help contact [email protected] I 080-39510202


7. Creating a new report Note- (Wallet type will be “Reimbursement wallet” For Your All Reports)

1. To create a new report, click the


New Report shortcut.

2. In the Create Report form, add a


Report Name and Description,
choose your Wallet and Type of
report.

3. Click Next to create report.

For help contact [email protected] I 080-39510202


7. Creating a new report

4. To add expenses to your


report, click on the Attach
Existing Expense button or add
new expenses by clicking the
Add New Expense button.

For help contact [email protected] I 080-39510202


7. Creating a new report

5. Choose expenses to file into


the report by checking the box
at the beginning of each line of
entry. Check the top most box to
select all.

6. Once you are done, click


Add.

For help contact [email protected] I 080-39510202


7. Creating a new report

Your selected entries will now appear


within the report. If your expenses
don’t align with your company policy,
you may receive suggestions over your
entry in red under Date & Time.

Read the suggestions carefully and


make the necessary corrections.

Click Save to save the report or click


Submit.

For help contact [email protected] I 080-39510202


7. Creating a new report Optional Slide

You can view the list of


reports and their statuses
under the Reports tab. You
can edit, submit, or delete
your reports under this tab.

For help contact [email protected] I 080-39510202


If you have any queries or are facing any issues please get in
touch with our support team.

Email: [email protected] / Call: 080-39510202


Qualitykiosk Support Team Email: [email protected] / Call: +91-2240305774

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