Happay expense Check

What should you do to claim reimbursement of expenses?

• 1. 1. Obtain bill

     2. Select Category/Project tags

  2. 3.Save in Happay

  3. 4. Followup with Accounts

• 1. Obtain bill

  1. 2. Select Category/Project tags

  2. 3. Save in Happay

  3. 4. Submit Report weekly/fortnightly

  4. 5. Check Status of reports Followup Manager.

  5. 6. Check Finance report how much money to received/pay.
     No followups.

What you should do to claim reimbursement of expenses (Arrange in Sequence)?

• 2. Check Finance report in happay for how much money to received/pay. No followups.

• 2. Obtain bill

• 2. Save in Happay

• 2. Submit Report weekly/fortnightly

  3. and Check Status of reports.

• 2. Select Category/Project tags

What is the last day of submission of expenses for every month i.e. Expenses for the month of July'2023 to be submitted by ............ August'2023 ?

What is the payment cycle (payment date) for reimbursements?

• by 10th of every month

• by 15th of every month

• between 18th and 20th of every month

How can you see amount payable to you or recoverable from you (Select)?

• By filtering Pending expenses list under Expenses tab of Happay.

• By filtering Pending reports list under Reports tab of Happay.

• 1. 1. Go to Settlement- side tab,

  2. 2. Select "Method Name” as “Employee Actual Payable”

  3. 3. Select Month From Date & To Date

  4. 4. -ve is payable and +ve is recoverable from you.