In order to use the cards and allowances feature on Happl you will need to top-up your company balance. All of the cards will be connected to this centralised account and will pull funds from here whenever an employee makes a purchase on their card.

This balance is held with our banking partner Stripe, and you will need to complete a process with them to get this set up - read more about that here

To get to your balance page, head to the Finance Hub and then select Balance.

To top-up your Happl balance simply hit add funds and use the account details to transfer your desired amount. Theres no need to worry about a transaction reference as your company is the only one accessing this account.

It may be helpful to set up low balance notifications for your accounts. To do so, simply hit the bell in the top right of each account and enter the email address of the person or team who needs to be notified, as well as the balance threshold which will trigger this.

If you need to withdraw funds for any reason you can do so by hitting withdraw. Just enter the amount you wish to withdraw and the reference and Stripe will release these funds within 2-5 working days (usually much sooner!).

You may require a closing balance report to reconcile your Happl balance. You can generate this by heading to Reports and hitting Generate Report under Closing Balance.