Happay Care

EXPENSE SECTION

1. How to log an expense in the Happay portal?

1. Log in to Happay Expense Portal.

2. Click on the Expenses tab.

3. Click on the +ADD EXPENSE shortcut on your dashboard.

4. In the Create Expense window:

   • Upload a photo of the receipt.

   • Select the appropriate Expense Type and enter the expense details.

   • Fill in all required expense fields.

5. Click SAVE to complete the process.

2. How do I submit a report in Happay?

1. Log in to Happay Expense Portal.

2. Navigate to the Reports tab and click on +New Report.

3. Fill in the required details and select the appropriate wallet.

4. Click Next and attach existing expenses.

5. Select all relevant expenses and click Add.

6. Click Save to edit later or Submit to route the report to the next-level approver as per the workflow.

3. How to bulk upload expenses in the Happay portal??

1. Log in to Happay Expense Portal.

2. Click on the Expenses tab.

3. Click on the +Bulk Add option.

4. Click Download Expense Sheet, select the transaction type, and download the file.

5. Enter the transaction details in the sheet and upload it using Upload Expense Sheet.

5. How to export my expense report in Happay?

1. Log in to Happay Expense Portal.

2. Navigate to the Expenses tab and select the desired date range.

3. Apply filters from the left panel if needed.

4. Click on the Download icon in the top right corner.

5. Enter your email ID, press ENTER, and click Download.

6. How can I check and accept shared expenses in Happay?

1. Log in to Happay Expense Portal

2. Click on the Expenses tab.

3. Navigate to Shared Expense to view the shared expenses.

4. Search for the expense you want to accept.

5. Click on the three horizontal lines on the right side of the expense.

6. Select Detailed View.

7. Click on the Accept button to approve the shared expense.

7. How can I split an expense in Happay?

1. Log in to Happay Expense Portal.

2. Navigate to the Expenses tab.

3. Search for the expense you want to split.

4. Click on the three horizontal lines on the right side of the expense.

5. Select Split.

6. Enter the required details and confirm.

7. Click Done to complete the process.

7. How do I file an expense through Route Tracker?

1. Log in to Happay Expense Portal

2. Click on the Add Expense button.

3. Select Expense Type as Local Conveyance Mileage/Route Tracker or Own Vehicle Mileage Auto Route Tracker.

4. Select the Source Location.

5. Start the journey.

6. Once completed, select the Destination Location.

7. Fill in the required transaction details like date, category, etc.

8. Click Save.

8. How can I create a Lost Route Tracker in Happay?

1. Log in to Happay Expense Portal

2. Click on the Add Expense button.

3. Select Expense Type as Local Conveyance Mileage/Route Tracker or Own Vehicle Mileage Auto Route Tracker.

4. Choose Fill Data from Trip Logs to recover lost expenses.

9. How many invoices can be attached to a single expense?

• You can upload a maximum of 5 files per expense.

• File size limit: 15 MB per file.

• Supported file types:
  .jpg, .jpeg, .png, .pdf, .doc, .xls, .ppt, .docx, .xlsx, .pptx, .tif, .bmp, .eml, .msg

10. How do I submit a mileage expense using Route Tracker?

1. Log in to the Happay Expense App.

2. Tap the (+) icon next to the Expense Tab.

3. Select Expense Type as Route Tracker.

4. Ensure device location (GPS) is turned on.

5. Click the GPS icon on the right side to enter the Source Location.

6. Follow the same process to enter the Destination Location.

7. If there are waypoints, enter them in the Waypoint section.

8. Once Source, Waypoints, and Destination are added, click the Tick mark or Save in the top right corner.

9. Fill in the Description, Category, and other expense details.

10. Click the Tick mark or Save again to complete the expense entry.

Note: If you forget to save the expense, you can retrieve it from the Trip Logs section available on the Route Tracker page.

REPORT SECTION

1. How to export reports in Happay?

1. Log in to Happay Expense Portal

2. Navigate to the Reports tab.

3. Select either Creation Date or Submission Date as required.

4. Apply filters from the left panel (if needed).

5. Click on the Download icon in the top right corner.

6. Enter your Email ID, press ENTER, and click Download.

2. How to export a report with or without attached invoices in Happay?

1. Log in to Happay Expense Portal

2. Navigate to the Reports tab.

3. Search for the report you want to download.

4. Click on the three horizontal lines on the right side of the report.

5. Select Detailed View, then click on More.

6. Choose Download with PDF or Download without PDF.

7. Enter your Email ID, press ENTER, and click Download.

3. How can I submit a TRF/Advance with or without an invoice in Happay?

1. Log in to Happay Expense Portal

2. Navigate to the TRF/Advance tab.

3. Search for the request you want to download.

4. Click on the three horizontal lines on the right side of the report.

5. Select Detailed View, then click on More.

6. Choose Download with PDF or Download without PDF.

7. Enter your Email ID, press ENTER, and click Download.

4. How do I check my Report, TRF, or Load Request status?

1. Log in to Happay Expense Portal

2. Go to the Reports, Travel, or Load Request tab.

3. Search for the request you want to check.

4. Click on the three horizontal lines on the right side of the report.

5. Select Detailed View.

6. The current status along with the approver’s name will be displayed in the top right corner.

TRF SECTION

1. HHow to submit a travel request using Happay?

1. Log in to Happay Expense Portal

2. Click on the Travel Request tab.

3. Fill in the required fields and click Add Trip.

4. Click Add New Trip to start a new travel request.

5. Enter all necessary travel details.

6. Click Add Trip and then Submit to finalize the request.

2. How do I update an existing Travel Request Form on Happay?

1. Log in to Happay Expense Portal

2. Navigate to the Travel Requests tab.

3. Search for the TRF that needs modification.

4. Click on the three horizontal lines on the right side.

5. Select the Modify option to edit the request.

3. Why am I not able to attach a TRF or trip to my report in Happay?

• A TRF can only be attached if its status is Verified.

• A Trip can only be attached to a report if its status is Confirmed.

ADVANCE SECTION

How can I raise a Load Request on Happay?

1. Log in to Happay Expense Portal

2. Click on the Load Request tab.

3. Fill in the required fields.

4. Click Submit to complete the request.