THE ALL-IN-ONE PLATFORM FOR

BUSINESS EXPENSE MANAGEMENT

Real-time Expense Visibility I 100% Policy Compliance

One-click reimbursements I Automatic Accounting Sync

Biz Technology
 TYPES OF BUSINESS EXPENSES

Supplies

Admin &
Utilities

Travel &
Entertainment
Business expenses
are of different types

Food & Medical

Allowances

Digital Spends

Forex
 CHALLENGES WITH MANUAL PROCESSES

Expenses incurred by 5-6 different teams,

Supplies each with a different submission cycles

Admin &
Utilities Expenses are filed manually in
vouchers or spreadsheets

Travel &
Approvals are slow & involve
Entertainment
Business expenses multiple followups
are of different types

Finance departments over-

loaded with paperwork

Food & Medical

Allowances
No centralised visibility &
control for management

Digital Spends
Different platforms used for
payment & reimbursement
Forex
 THE WAY OUT…
A digital expense management platform that fixes
everything that is wrong with manual processes.
 A NEW AGE EXPENSE MANAGEMENT SOLUTION

We brings all employees and expenses on one platform giving you centralised visibility
and control over company-wide expenditure, anytime, across any device.

Asia’s First Blockchain

Based Expense
Management Software
Our modules and configurations

ur Soft are consists of a series of modules and

configurations that help you give a structure to
your company’s expense management process -
from fund transfers and reporting to recon and
accounting
 OUR MODULES & USE CASES

TRAVEL & EXPENSE MANAGEMENT BRANCH IMPREST MANAGEMENT EMPLOYEE FLEXI-BENEFITS

End-to-end T&E management with travel requisitions, Card driven - petty cash management for Multi-wallet linked, digital solution to manage all
online ticketing, policies, and workflows distributed office locations/branches/stores types of benefits including meal and medical

EMPLOYEE REIMBURSEMENTS VENDOR PAYMENTS

Digital processing of out-of-pocket employee Add vendors, pre-schedule payments, track invoice
expense claims such as travel, meals, etc. statuses easily using Happay's web platform.
 CONFIGURATIONS
OUR (1/4)
CONFIGURATIONS (1/4)

Account Balance: Privileged Account

Rs. 1,49,884.43 Varun Rathi

Company Lists USERS EXPENSES REPORTS TRAVEL SETTINGS

This configuration helps you to classify HOME > SETTINGS > POLICIES > LISTS > CATEGORIES

employees who spend and the type of

Policies Set Categories
expenses they spend on.
Categories help you to organise or segment your expenses into broad expense groups. Categories can be broken down
Lists
further into multiple sub-categories.
You can create lists at 2 levels -
User level: group users by cities, teams, Basics Travel

grades, cost centres, etc.

Utilities
Mileage

Expense level: group users by expense Petty cash

Categories
categories, projects, currencies, customers,
Marketing
trip tags, etc. Teams
Employee Welfare

Grades
Our So'ware allows you to create + Add new category.
lists for your company
mul1ple such lists for your company
Groups
 OUR CONFIGURATIONS (2/4)

Account Balance: Privileged Account

Rs. 1,49,884.43 Varun Rathi

USERS EXPENSES REPORTS TRAVEL SETTINGS

Company Forms TRAVEL REQUEST FORM 134 PENDING APPROVAL

With Us, you can create

SUBMITTED BY: Nikhil Mehta TRAVEL REQUEST NAME: Trip to Mumbai TRAVEL PURPOSE: Meeting with Client Y
customised forms depending on the
kind of information you want your
TRAVEL REQUEST 1 (ID:56)
employee to capture in say a travel
Delhi - Mumbai [Onward journey]
requisition or perhaps an advance
request for a new trip. Travel details

Mode of Travel: Class of travel Date of travel Local conveyance

Yes (Taxi) APPROVE
Flight Economy 10-11-2016

Hotel details

Need hotel? Check-in date Check-out date Preferred Location

APPROVE
Yes 10-11-2016 12-11-2016 Andheri (West)
 OUR CONFIGURATIONS (3/4)

LINEAR WORKFLOW

Approval workflows

It allows you to create a custom

workflow for your company based on your
hierarchy.

Workflows can be of 2 types - standard

linear workflows (employee - manager -
finance) to multi-level approval workflows DEVIATION WORKFLOW

based on deviations.

Workflows can be created for expense

reports, advance requests,TRF, etc.
 OUR CONFIGURATIONS (4/4)

Account Balance: Privileged Account

Rs. 1,49,884.43 Varun Rathi

Company policies
USERS EXPENSES REPORTS TRAVEL SETTINGS

It helps you to add policy HOME > SETTINGS >POLICIES > REPORTS

rules within the system. It flags

Policies Limits & Rules
policy violations or alternatively
blocks policy violations at the time Lists Automate expense policy enforcement.

of report submission, ensuring Expenses

Create your policy rules and limits within Happay and see the policy implement itself. Click on add a new policy
rule. You can then fully customise your policy rule in the form that pops up next. Once you’re done filling the form
the policy information will get populated in the table below.
100% compliance.
Reports + Add new policy rule.

Approvals

Limits & Rules

Reimbursements
Set policy outcomes
Allow the employee to submit an expense that is out of policy but flag the expense during review
Prevent the employee from submitting an expense that is out of policy
 STRONG SPEND CONTROLS

DIGITAL FUND TRANSFERS PRE-TRANSACTION CONTROLS POST-TRANSACTION VISIBILITY

No dependency on cash, Control expenses even before they Real-time overview of company
NEFT, cheques, or bank are made with MCC and channel wide spends on both web and
account transfers specific limits mobile
 STREAMLINED EXPENSE REPORT WORKFLOW

We streamlines your expense reporting workflow from report submission and

approvals to reconciliation and accounting.

Employees record expenses and Managers approve expense Finance team verifies expense Finance export data
submit reports for approval on-the-go reports in seconds. reports and settle accounts on time. to accounting
 QUICK EXPENSE FILING FOR EMPLOYEES

Employees add their expenses and receipts to Happay as soon as they spend and thus avoid
the hassle of having to remember expense details or searching for receipts later on.

Pin expenses to a report and

Add expenses submit with a click of a button.
quickly

Digitise bills
instantly

Add categories & CAFE COFFEE DAY

tags
Rs. 789

Copyright 2017, VA Tech Ventures

 SMART POLICY CHECKS FOR COMPLIANCE

Before submitting the report, It auto-checks expenses against the

policy rules and flags the violations, if any.

Expense Rule #1
Food and entertainment
This expense violates the expenses/day cannot
policy rule - exceed Rs.200
Food and entertainment
expenses/day cannot
exceed Rs.200
 ONLINE APPROVALS FOR MANAGERS

Managers approve expense reports in seconds from their web

dashboard or the mobile app.

EXPENSE REPORT
Submitted by: Amit Gupta
Report name: Bangalore to Delhi Sales trip for Project X
Date of submission: 2016 - 04 - 15

All expenses are

policy compliant No. Date Merchant Amount Bill Category Action

04 -12 Starbucks Rs.400 Food APPROVE

1.
2. 04 -12 Auto Rs.50 Travel APPROVE

APPROVE
3. 04 -12 Oyo Rooms Rs.2000 Hotel

EMPLOYEE
APPROVE
4. 04 -12 Ola Cabs Rs.362 Travel

submits report SUBMIT

 TIMELY SETTLEMENTS FOR FINANCE TEAMS

Finance verifies expense reports from their web dashboard or their

mobile app and complete the settlement without any delays.

EXPENSE REPORT
Submitted by: Amit Gupta
Report name: Bangalore to Delhi Sales trip for Project X
Date of submission: 2016 - 04 - 15

No. Date Merchant Amount Bill Category Action

All expenses are 04 -12 Starbucks Rs.400 Food VERIFY

policy compliant 1.
2. 04 -12 Ola Cabs Rs.320 Travel VERIFY

VERIFY
3. 04 -12 Oyo Rooms Rs.2250 Hotel

VERIFY
4. 04 -12 Ola Cabs Rs.362 Travel

EMPLOYEE MANAGER SUBMIT

submits report Approves report

 DATA EXPORT TO ACCOUNTING

It then pushes the data from its platform to the company’s

ERP or accounting softwares.

EMPLOYEE MANAGER FINANCE DATA AUTO-SYNC

submits report Approves report Verifies report to accounting
 Overview of features for
employees, management & finance teams
BENEFITS FOR EMPLOYEES

ONE-TAP ADVANCE REQUESTS

Employees can request advances right from
their app.

EASY TRAVEL REQUISITIONS

Employees can get their travel itinerary pre-approved by their
manager- details include travel date, purpose of travel, expected
cost and other custom fields configured by the company.

REAL-TIME EXPENSE TRACKING

Employees can easily track expenses, check card balances,
view report statutes, etc. on the go from the app.
 FEATURES FOR MANAGEMENT

REAL-TIME RECON REPORTS

Company administrators can stay on top of all expenses with
on-demand reconciliation reports complete with spends &
outstanding balances.

RICH BUSINESS INTELLIGENCE

Company admins can use data filters to view spends by
cost centers, categories, time period, teams, etc. They can easily
analyse spending trends and identify saving opportunities.

#Most Coveted Feature CENTRALISED VISIBILITY & CONTROL EASY POLICY ENFORCEMENT
Get complete visibility & control over your Company admins can create budgets and rules within the system.
company finances, budgets and cashflows They can choose to either flag policy violations for review or
from a single place. alternatively block policy violations, ensuring 100% compliance
 BENEFITS FOR THE COMPANY

7X faster 96% reduction

Processing of expenses in paperwork

> 30% improvement Reduced Leakage

in labor productivity on false submissions
 GET IN TOUCH
ravindra@biztechnologies.info

Biz Technology