Happay Features
Expense Reports (7)
Ease of Creating Expense Reports
Based on 206 Happay reviews and verified by the G2 Product R&D team. Creation of expense reports takes little time and is intuitive for new users
Bank / Credit Card Integration
Based on 172 Happay reviews and verified by the G2 Product R&D team. Can easily pull in receipts from all credit card statements
Smart Categorization
Automatically assigns categories/accounts based on past entries and credit card statements This feature was mentioned in 161 Happay reviews.
Digital Receipt Management
Based on 176 Happay reviews and verified by the G2 Product R&D team. Provides various methods to easily capture receipts digitally and can automatically parse receipts to create expenses report entries. Methods may include mobile photos, desktop drag and drop, etc.
Employee Reimbursement
Based on 197 Happay reviews and verified by the G2 Product R&D team. Functionality to reimburse employees directly to their bank account or can easily integrate with payroll system
Currency Conversions
Based on 142 Happay reviews and verified by the G2 Product R&D team. Enables easy entry of expenses in other currencies and converts to expense report currency
Credit Card Integration
Based on 150 Happay reviews and verified by the G2 Product R&D team. Integrates with corporate or personal credit cards (import or bi-directional)
Travel Management (4)
Ease of Booking
Can book Flights, Hotels, and Rental cars directly from software. 176 reviewers of Happay have provided feedback on this feature.
Itinerary Management
Creates travel itineraries based on booking 145 reviewers of Happay have provided feedback on this feature.
Trip Notifications
Integrates to calendaring systems and/or provides notifications of upcoming flights, hotels, rental cars, etc. 140 reviewers of Happay have provided feedback on this feature.
Advanced Integrations
Allows advanced integrations to travel systems like Uber, airline ticketing systems, hotels, etc. This feature was mentioned in 149 Happay reviews.
Client Invoicing (2)
Electronic Payments
Accepts electronic payments from clients 168 reviewers of Happay have provided feedback on this feature.
Project Accounting / Revenue Recognition
Based on 140 Happay reviews. Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately
Mobile (3)
Receipt Capture
Based on 172 Happay reviews and verified by the G2 Product R&D team. Can easily capture receipts, parse receipts and convert/assign them to a report from mobile device
Mileage Tracking
Based on 140 Happay reviews and verified by the G2 Product R&D team. Allows users to track mileage from mobile device using maps or GPS.
Travel Itinerary and Flight Status Updates
As reported in 124 Happay reviews. Mobile application can store travel itineraries, electronic documents, and updates user of travel delays/changes
Administration (6)
Business Tool Integration
Based on 153 Happay reviews and verified by the G2 Product R&D team. Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems
Workflow
Based on 174 Happay reviews and verified by the G2 Product R&D team. Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer
Automated Reminders
Based on 177 Happay reviews and verified by the G2 Product R&D team. Sends automatic reminders to employees that have not completed expenses reports and/or timesheets
Policy Compliance Management
Based on 168 Happay reviews and verified by the G2 Product R&D team. Enables administrators to create rules that enforce compliances of corporate time and expense policies
User, Role, and Access Management
Based on 186 Happay reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
PCI Regulation Compliant
Based on 138 Happay reviews and verified by the G2 Product R&D team. Complies with PCI security standards
Platform (6)
Reporting
Based on 173 Happay reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards.
APIs / Integration
As reported in 136 Happay reviews. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.
Performance and Reliability
Based on 176 Happay reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Mobile User Support
Based on 166 Happay reviews and verified by the G2 Product R&D team. Allows software to be easily used on multiple mobile devices include phone and tablet devices.
Embedded AI / Machine Learning
Based on 141 Happay reviews and verified by the G2 Product R&D team. Offers embedded AI/machine learning
Complex Approval Workflow
Based on 156 Happay reviews and verified by the G2 Product R&D team. Provides workflow for complex approval structures
Payment Methods (3)
ACH
As reported in 22 Happay reviews. Automated Clearing House (ACH) is an electronic network that processes large volumes of financial transactions, including B2B payments.
Credit and Debit
Based on 47 Happay reviews. Corporate debit and credit cards used specifically for B2B payments
Wire Transfer
Electronic fund transfers between entities This feature was mentioned in 24 Happay reviews.
Payment Processing (7)
Batch Processing
As reported in 35 Happay reviews. Payments can be processed by batch without manual intervention
Payments Scheduling
Ability to schedule payments at predefined dates and times 37 reviewers of Happay have provided feedback on this feature.
Automated Workflows
Workflows to manage every stage of the payment process This feature was mentioned in 34 Happay reviews.
Self Service
As reported in 49 Happay reviews. Self-service portals and mobile apps to submit invoices for processing
Reconciliation
Match invoices, payments, and bank statement information 41 reviewers of Happay have provided feedback on this feature.
Settlements
Based on 45 Happay reviews. Clearing of electronic payments to transfer funds from customers to suppliers
Payment Tracking
Track each stage of the payment process and manage payments history This feature was mentioned in 50 Happay reviews.
Security and Compliance (6)
PCI Compliant
Comply with information security standards for credit card processing This feature was mentioned in 25 Happay reviews.
P2PE
Point-to-point encryption to convert sensitive financial information into indecipherable code This feature was mentioned in 24 Happay reviews.
Fraud Management
Based on 25 Happay reviews. Features to protect companies from attempts to steal sensitive information like credit card details
SSL Encryption
Based on 25 Happay reviews. Secure Sockets Layer is the standard security protocol for encryption of electronic data
SOX
Comply with the Sarbanes-Oxley Act (SOX) to protect companies and the public from accounting erros and fraud 21 reviewers of Happay have provided feedback on this feature.
SOC
Based on 22 Happay reviews. Ensure compliance with Association of International Certified Professional Accountants standards for cloud vendors SOC1 and SOC 2
Integration (3)
Agnostic Integration
As reported in 19 Happay reviews. The software can be integrated with any other products
Reporting Consolidation
Based on 31 Happay reviews. Reports are generated using financial data from multiple sources
Plugins and APIs
The vendor provides pugins and APIs that customers can use to create custom integrations 23 reviewers of Happay have provided feedback on this feature.
Expense Reporting (4)
Expense Automation
Based on 33 Happay reviews. Captures data using scanned receipts and electronic invoices and automatically aligns invoices and expenses
Integration
Integrates seamlessly and securely into IT ecosystems This feature was mentioned in 30 Happay reviews.
Compliance
As reported in 28 Happay reviews. Set regulations set forth by each company and keeps travel and reimbursement policies in compliance
Mobile Functionality
As reported in 35 Happay reviews. Snaps receipts, capture and approve expense on the move, and track travel through GPS
Approval (3)
Rules
Incoporates company travel restrictions and guidelines to help stay in compliance and on budget 31 reviewers of Happay have provided feedback on this feature.
Workflows
As reported in 34 Happay reviews. Creates a path of tasks that need to be completed and assigns approval tasks to individuals
Submit
Allows users to submit travel requests and expense reports directly to the correct approvers 35 reviewers of Happay have provided feedback on this feature.
Payment Types (3)
AP Automation
As reported in 19 Happay reviews. Manages large volumes of invoices and financial transactions between a company and its suppliers
E-Commerce
Facilitates the acceptance of electronic payment for online transactions 35 reviewers of Happay have provided feedback on this feature.
Retail
Features a common interface for in-store, online, and on-the-go set across all acceptance points 33 reviewers of Happay have provided feedback on this feature.
AI - Travel Management (5)
Personalization
Uses AI to offer highly personalized experiences by analyzing data from previous travel patterns, preferences, and behaviors This feature was mentioned in 13 Happay reviews.
Predictive Analytics
Based on 14 Happay reviews. Uses ML and AI to analyze historical data to identify trends and make predictions for travel costs, peak travel times, weather conditions, or flight cancellations
Cost Savings
As reported in 13 Happay reviews. Uses AI and ML to automate tasks such as booking, expense reporting, and itinerary management, to reduce admin costs
Efficiency
As reported in 13 Happay reviews. Uses AI and ML to analyze spending patterns to identify cost-saving opportunities, such as recommending alternative travel options of similar quality at lower prices
Real-Time Assistance
Provides AI guided chatbots to provide real-time assistance to travelers, answering questions, providing updates, and offering support 24/7 13 reviewers of Happay have provided feedback on this feature.
Agentic AI - Expense Management (2)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Agentic AI - Travel Management (2)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Enterprise Payment (1)
Adaptive Learning
Improves performance based on feedback and experience
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Technology Glossary Features
View definitions of the features and discover new technology terms.
Policy and compliance management is a process to centrally manage standards, policies, and internal control processes cross-mapped to external regulatory standards. Learn more about policy and compliance management best practices and the associated benefits.
Mileage tracking is the process of maintaining a mileage log for reimbursement or tax deduction. See why accurate mileage tracking is crucial for individuals and companies alike.




