1. How do I check if there are any pending approvals on my end?
Log in to Happay Portal.
Click on the Toggle Employee button to switch to Privileged mode.
On the Home Page of the Privileged Dashboard, all pending requests (if any) will be displayed.
2. How can I create users in bulk in Happay?
Log in to Happay Portal.
Click on the Toggle Employee button to switch to Privileged mode.
Navigate to the Users tab and click Add Users.
Click Download Sample, then click Proceed and Next.
Fill out the sample file with user details and upload it.
Assign Approvers and Roles as needed.
Click Next to validate all fields.
Once validated, the user accounts will be created successfully.
LINK - https://www.youtube.com/watch?v=XuWGvaNDqv4&list=PL-L5ATXfCRugGHwipnO17LuUgU-zbBNSF&index=4
3. How do I add an individual user in Happay?
Log in to Happay Portal.
Click on the Toggle Employee button to switch to Privileged mode.
Navigate to the Users tab and click Add Users.
Select the Add a Single User option.
Enter the required User Details.
Assign a Role (if applicable) and Approvers.
Click Send Invite to complete the process.
4. Why is the user I created not appearing under the Users section in Happay?
If a user is created via the Single-User Activation Process, they must accept the invite before their account is fully created.
The Super Admin will only see the user once the invite has been accepted.
5. Why is the account activation link not working for the user?
The invite link may have expired, causing an error when the user tries to accept it.
Steps to Resend the Invite (Super Admin):
Log in to the Happay Portal.
Navigate to the Users tab.
Select Pending Invites.
Locate the user’s details.
Click on the three dots next to the user’s name on the right side.
Choose Resend Invite.
Inform the user to accept the new invite to access the Happay Portal.
6. How can I update user details in bulk in Happay?
Log in to Happay Portal.
Click on Privileged View (top right corner).
Navigate to the Users tab.
Select the list of users.
Click on More (next to the Load Wallet option).
Click on Update Users and select Approvers.
Choose Excel Update, then click Proceed.
Click Download User Information, edit the Excel file with the required updates.
Upload the updated file under Upload Your File.
Click Upload to apply changes.
7. How can I update approvers or roles in bulk in Happay?
Log in to Happay Portal.
Click on Privileged View (top right corner).
Navigate to the Users tab.
Select the list of users.
Click on More (next to the Load Wallet option).
Click on Update Users and select Approvers/Roles.
Choose Excel Update, then click Proceed.
Click Download User Information, edit the Excel file with the required updates.
Upload the updated file under Upload Your File.
Click Upload to save changes.
8. How can I deactivate a user in Happay?
Log in to Happay Portal.
Go to the Privileged Dashboard.
Click on the Menu (top right corner).
Click on User Management > Users (left pane).
Search for the user account in the Search bar (top right).
Click the Action button and select Deactivate.
Click Confirm to complete the deactivation.
9. How do I delete a user profile in the Happay portal?
Log in to Happay Portal.
Go to the Privileged Dashboard.
Navigate to the Users tab.
Search for the user account and click on the Username.
Click Delete User (top right corner).
Click Confirm.
If the user has a role, assign it to another person via the dropdown.
Click Confirm again to delete the account.
Note:
Regular User Deletion: The data remains stored but cannot be used for a new account.
Test User Deletion: The data is permanently erased, allowing the same details to be used for a new account.
10. Why am I not able to delete a user account in Happay?
To delete a user, the following conditions must be met:
✅ Balance must be Zero.
✅ The card should be Active.
✅ No roles should be assigned.
✅ The role attempting the deletion must have the required access.
11. How can I fetch a list of deactivated or deleted users in Happay?
Log in to Happay Portal.
Click on the Toggle button to switch to Privileged View.
Navigate to the Users tab.
Apply the User Status filter (Deactivated/Deleted).
Click Apply Filters to view the data.
12. How can I reactivate a deactivated user in Happay?
Log in to Happay Portal.
Click on the Toggle button to switch to Privileged View.
Navigate to the Users tab.
Apply the filter User Status - Inactive and click Apply Filters.
Search for the user account in the Search bar (top right corner).
Click the Action button and select Activate.
Click Confirm to complete the activation.
13. Where can I see the date a user was deleted in the Happay portal?
Log in to Happay Portal.
Go to the Privileged Dashboard.
Click on the Menu (top right corner).
Click on User Management (left pane).
Select Deleted Users to view the data.
14. How can I enable a User Extra Field (UEF) for search in Happay?
Log in to Happay Portal.
Go to the Privileged Dashboard.
Click on the Menu (top right corner).
Click on User Management (left pane) and then User Fields.
Search for the UEF value.
Click on the Edit option.
Change "Is Searchable" to Yes.
Select the tabs where the field should be enabled.
Click Save to apply the changes.
15. How do I update a user’s contact details or extra fields in Happay?
Log in to Happay Portal.
Go to the Privileged Dashboard.
Click on the Menu (top right corner).
Click on User Management (left pane) and select Users.
Search for the user account using the Search bar (top right corner).
Click on the Edit Profile button.
Update the required fields (UEF, Email ID, Mobile Number).
Click Save to apply the changes.
16. How to download expense data through Privileged View?
Log in to Happay Portal.
Switch to Privileged View.
Click on the Expenses tab.
Apply filters if needed.
Click on the Download icon (top right corner).
Enter the Email ID, press Enter, and click Download.
17. How do I download reports from Privileged View in Happay?
Log in to Happay Portal.
Switch to Privileged View.
Click on the Reports tab.
Apply filters if needed.
Click on the Download icon (top right corner).
Enter the Email ID, press Enter, and click Download.
18. How to log expenses on behalf of users via Privileged View?
Log in to Happay Portal.
Switch to Privileged View.
Click on the Expenses tab.
Click on the +Bulk Add option.
Click Download Expense Sheet.
Select the Transaction Type and Download the file.
Fill in the Transaction Details and User Details (from the dropdown).
Upload the updated Expense Sheet.
19. How to action on a report when the approver and the requester are the same person?
Log in to Happay Portal.
Switch to Privileged View.
Click on the Reports tab.
Click on All Reports.
Search for the report that requires action.
Click on the 3 horizontal lines (right side of the report).
Select Detailed View.
Take the required action on the report.
20. How can I approve multiple pending reports in one go?
Log in to Happay Portal.
Switch to Privileged View.
Click on the Reports tab.
Click on Bulk Approval (right side).
Fill in the required fields.
Click Next to proceed.
21. How can I make a User Extra Field (UEF) visible in the Happay Expense app?
Log in to Happay Portal.
Switch to Privileged View.
Go to Administration.
Click on User Management.
Select User Extra Fields.
Click Edit next to the UEF you want to make visible.
Set ‘Is It an Identifier’ to YES.
Click Save.
The selected UEF will now be visible in the Happay Expense App.
22. How can I add a category and assign it to specific expense types in Happay?
Log in to Happay Portal.
Switch to Privileged View.
Go to Administration.
Click on General → Categories.
Click on +Add Category.
Define the category and specify the expense types it should be assigned to.
Save the changes.
Enabling a Category for a Specific Transaction Type
Log in to your Happay Portal.
Switch to Privileged View.
Navigate to the Administration section.
Go to General → Categories.
Click on +Add Category to create a new category.
Scroll down to the Category Wallet Configuration section.
Click Edit next to the transaction type you want to configure.
23. How to Add a Currency for Specific Expense Types (e.g., International Transactions)?
If a user is unable to create an expense using a specific currency (e.g., XYZ), follow these steps:
Log in to Happay Portal.
Switch to Privileged View
Navigate to the Administration section
Click on General → Currency
Select the required currency from the drop-down list
Note: To ensure the currency reflects only for specific expense types (like international transactions), additional configuration may be required in the Expense Policy or Expense Type settings.
To Enable the Currency for a Specific Transaction Type:
Scroll down to the Category Wallet Configuration section
Click the Edit option next to the relevant transaction type
Select the desired Currency from the drop-down menu
Click Save to apply the changes
24. How do I Add a New Transaction Extra Field in Happay?
Log in to Happay Portal.
Switch to Privileged View
Go to Administration
From the left panel, click on Extra Fields
Select the Transaction Field tab
Click on +Add New Extra Field
Configure the field as required (field name, type, mandatory/optional, etc.)
Click Save to finalize
25. Why is a specific value not visible in the dropdown when creating an expense in Happay?
If a specific value (e.g., XYZ) is missing from the dropdown while creating an expense, follow these steps:
Log in to Happay Portal.
Switch to Privileged View
Go to Administration
From the left panel, click on Extra Fields
Select the Transaction Field tab
Search for the relevant extra field
Add the missing value (e.g., XYZ) to the dropdown options
Click Save to apply the changes
26. How do I make a Transaction Field Exportable for Reports (e.g., XYZ Field)?
To include a specific transaction field (e.g., XYZ) in exported reports, follow these steps:
Log in to Happay Portal.
Switch to Privileged View
Navigate to Administration
From the left panel, click on Extra Fields
Go to the Transaction Field tab
Search for the relevant field (e.g., XYZ)
Set "Is it Exportable" to Yes
Click Save to update the field settings
27. How to make a Transaction Field Mandatory While Creating an Expense?
To ensure users must fill in a specific transaction field (e.g., XYZ) while creating an expense, follow these steps:
Log in to Happay Portal.
Switch to Privileged View
Navigate to Administration
From the left panel, click on Extra Fields
Go to the Transaction Field tab
Search for the field you want to update
Set "Is it Mandatory" to Yes
Click Save to apply the changes
28. Why a I getting Error While Creating a New User with XYZ Extra Field Value:
This happens because the XYZ value is marked as "Unique over the organization," meaning it can only be used for one user.
Using a different, unique value that hasn’t been used before would resolve the issue.
29. Why am I getting an error while creating a new user with the same XYZ extra field value, even though the previous user was deleted?
This happens because the extra field is marked as "Unique over the organization." Even if the previous user was deleted, the value can't be reused unless that user was deleted as a Test User. If not, the system still retains the value in the backend.
Tip: Use a different value or contact support if you need the same one reused.
30. Why am I getting an error while updating a user profile saying a mandatory field (e.g., XYZ) is missing, even though it's not visible?
This happens when the field is marked as mandatory but also hidden for the user's role in the UEF (User Extra Field) settings. Since it’s not visible, it can’t be filled—causing the error.
The Super Admin needs to make the field visible for the user’s role in the UEF settings.
Steps to Resolve:
Log in to Happay Portal.
Switch to Privileged View
Navigate to Administration
Click on Extra Fields from the left panel
Go to the Transaction Field tab
Search for the relevant field (e.g., XYZ)
Set "Configure Permission" to Yes
Click on Hidden, then deselect the role for which the field should be visible
Click Save to apply changes
31. How can I broadcast important information to employees using the Happay dashboard?
Log in to Happay Portal.
Switch to Privileged DB
Go to Administration
Click on General → Announcement
Click on Add a Message
Enter the Subject and Message
Select the Role from the dropdown
Click on Add to create and publish the announcement
32. Why am I getting the error “You are not permitted for this action” while performing an activity in Happay?
This error appears when the permission to perform the XYZ activity is restricted for the user role
Log in to Happay Portal.
Switch to Privileged View
Go to Administration → User Management
Click on User Profiles
Search for the relevant role
Click on Edit, make the necessary permission changes
Click on Update to save the changes
33. Can delegation be set up by a Super Admin on behalf of a user?
Yes, a Super Admin can assign a delegation by following these steps:
Log in to Happay Portal.
Switch to Privileged View
Go to Administration → User Management
Click on User Profiles
Click on Delegations → + Add Delegations
Select the Role, fill in User Details, and choose the From and To date
Click Submit to assign the delegation
34. How to manually map an approver if a user isn’t showing under any?
This issue occurs when the user was not mapped to any approver during account creation
Log in to Happay Portal.
Switch to Privileged View
Go to Administration → User Management
Click on Unassigned Users
Search for the user
Click on the User Name
Go to Roles and Approvers
Manually map the user under the appropriate Super Admin or Approver
35. How can users be mapped under approvers automatically in Happay?
Log in to Happay Portal.
Switch to Privileged View
Go to Administration → User Management
Click on Default Approvers
Select the Role
Choose the Approver Name from the dropdown
Check the box labeled “Map the approvers to all the previously added users”
Click Update to apply the changes automatically
36. What is the process to generate the accounting file?
Log in to Happay Portal.
Switch to Privileged View
Go to Administration → Accounting File
Click on Generate Report → Test Mode / Export Mode
Select the Report Name
Choose the From Date and To Date
Click on Generate Report
The report will either be sent to the registered email ID
or can be downloaded from the Report History tab
37. Why is the accounting file generation failing in Happay?
Ensure the report has been verified within the selected date range
Check that the description fields do not contain ASCII or special characters (based on configuration)
38. Why is a verified report not showing in the accounting file?
If the report is not triggered immediately, it may be queued for the next scheduled accounting file
Alternatively, the file can be triggered manually from the Accounting File section
39. Why wasn't the user account created after successful API push?
Go to Administration → API Integration → Inbound APIs → API Request Logs
Choose the relevant Application from the dropdown
Apply appropriate Date Filters and select Status = Failure
Click on Submit
Locate the failed request and click on More Info based on the timestamp
Review the RESPONSE_BODY to identify the error message
40. Why wasn’t the report/claim pushed from Happay to SAP/ERP?
Log in to Happay Portal.
Go to Administration → API Integration → Outbound Triggers
Choose the relevant Configuration
Apply appropriate Date Filters
Select Status = False
Click on Submit
Click on Response Details to view the error message
41. How to fix HRMS failure caused by token expiry by increasing token lifespan?
Log in to Happay Portal.
Go to Administration → API Integration → Inbound APIs
Click on Integration Application
Select the relevant Application
Update the Token Validity Date as required
42. How can I add an IP address in Happay?
Log in to Happay Portal.
Go to Administration → API Integration → Inbound APIs
Click on Integration Application
Select the relevant Application
Scroll down the page
Click on + Add IP
Enter the IP Address and click on Add
