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How to create corporate credit card expenses?

How to create corporate credit card expenses?

Click on Add Expense Select Expense type Corporate Credit Card expenses. Provide all the required information & Submit Note: Imprest wallet will be selected in Corporate Credit Card Expenses. Submit the Expense. Attach the expense

How to approve Reports & Advances?

Click on the toggle on the header. Employee toggle will be Employee role where a person can use the Happay portal for his/her personal expenses, reports, advances and trips. Privileged Rights are used for approvals/Rejections

How to request for advance(other than Travel)?

In Expense Portal, select Request for Advance Button. Enter the required Fields. Note: Select Imprest wallet for Advance Request. Submit the advance & Create a new Report & attach the advance.

How to create Report, attach unreported Expenses & attach Trips in Report?

Click on New Report Button. Enter all the required information. Select your wallet: – (Imprest – Travel Related Expenses, Advances, Corporate Card Expenses or Reimbursement – Expenses that employee have spent through his/her pocket) Note:

How to decide which wallet to select?

Imprest – Travel Related Expenses, Advances, Corporate Card Expenses Reimbursement – Expenses that employee have spent through his/her pocket  

How to Create Expenses?

In Expense Portal, Click Add Expense Button Provide the Expense information. Click on Save   Note: Different types of wallets will not be attached in 1 Report. For Example, if Report is mapped with Impress

How to Give Approvals of trips?

Reporting manager Have to click Approvals tab on header to see all the trips submitted by their users.

How to check submitted Trips and Approval Status of the trip?

Click on Trips > Submitted.

How to Submit self-booked trips?

Enter name of the trip. (Note: name of the trip is in such a way that it should be understandable when attaching the trip in report) Select the reason for travel. Select Self Request option.

How to Submit a trip?

Enter name of the trip. (Note: name of the trip is in such a way that it should be understandable when attaching the trip in report.) Select the reason for travel. Select your mode of
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