• You will be getting an email for verifying your email id.
• You can login through mobile number or email id.

• Select OTP option and enter OTP.

• Click menu option (3 lines icon on the top right corner)

• Click on My profile.

• Click Change Password

• Click on using One Time Password (OTP) Option.

• You will receive an OTP on your email and mobile number.
• Enter the OTP and Create your password.

• Click menu option (3 lines icon on the top right corner).

• Click on My profile.

• Check your information

• If any information is wrong, email to deepesh.nigam@karam.in to correct the information. (Check your band, Date of birth, gender, mobile number email id, etc.)

• If Next level approver is not mapped, email to deepesh.nigam@karam.in.

• Email to dhruv.kapoor@karam.in & ravi.shankar@karam.in

• Click the below icon on the top right corner.

• Switch to Travel portal if you have to submit travel request.

• Switch back to Expense module if you have to submit Expenses of travel, general purchases, advance & Reports.

• 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 travel & enter the details & submit)

• Add other travel related bookings such as bus, Travel advance & Hotels on same Trip id.

• Submit the trip when everything is added. Request will be sent to Reporting Manager for approval.

• 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.

• Enter the required fields & Submit.

• Request will be sent to Reporting Manager for approval.

• Click on Trips > Submitted.

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

• 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 wallet, Reimbursement expenses will not be attached in that report.

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

• 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: Different types of wallets will not be attached in 1 Report. For Example, if Report is mapped with Impress wallet, Reimbursement expenses will not be attached in that report.

• If you have added Imprest wallet ( Travel Related Report), Click on attach trips button

• If you have to add unreported expense Click Attach Existing Expense Button or you can Add New Expense by clicking on Add New Expense Button.

• Submit The report once all the attachments are done.
• Approval will be sent to Reporting Manager > Finance Team

• 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.

• 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 of expenses, reports, advances and trips of the Reporting Manager’s team.

• 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 in the report and submit it for approval. Reporting Manager > Finance Team