Reviewing Expenses (Company Administrators)

For Auto-Approval Settings information, please access this article. 

Assigning the Expense Reviewer Role

1. Access the Team Tab

2. Click on the Employee Name

2. Click the Compt Roles Tab.

3. Check off the "Reviewer" role and click Save changes. (A team member can have any combination of roles, so they do not need to resemble the screenshot below to have full reviewer permissions.)

Assigning Employees to Reviewers

On the team page, you can assign each employee to a specific reviewer OR allow any reviewer to approve/reject that employee’s expenses.

1. Check off the checkbox next to one or more employees.

2. Click the Actions button on the top left corner of the screen.

3. Click Assign Reviewer from the drop-down list.

4. Select a reviewer to assign the selected employees to and click Confirm Assignment.

Reviewing Submitted Expenses

1. Click the Payroll Tab. 

2. Click on Review expenses now.

Once you click “Review expenses now”, expenses will be moved from “Open” → “In Review”. At this point, those expenses will be tied to the reviewer who initiated the process and other reviewers will not be able to review those expenses. (If you do not wish for expenses to be tied to reviewers during the review process, reach out to support@compt.io.)  

3. From here, you can organize expenses by group for a faster review process. Expenses can be approved individually or in bulk.

4. To investigate a specific expense in more detail or to edit or reject an expense, click on the folder icon.

Any changes made will be recorded and shown under "Expense History" on the expense details page of the receipt.

Additional Considerations

1. You can always unassign a reviewer by changing the reviewer to “Any Reviewer” again.

   
   

2. If you don’t see a reviewer that you’re looking for, double-check to see if they have the “Reviewer” role assigned to them.

   
   

3. If an expense needs to be reviewed by a reviewer who's unavailable/OOO, remove the "Reviewer" role from that team member and all the expenses assigned to them will be moved back into "Open" for any reviewer to pick up.

   
   

4. You may notice that other reviewers see expenses that are not available to you. The most common cause of this is that Compt places a hold on expenses when they enter the review process. The hold is usually only released once the expense is Approved or Rejected.

   
   

   In the event that one reviewer has some expenses in the process of review, but another reviewer needs to step in to finish the review process, an admin can temporarily remove the reviewer permission from the reviewer who has the expense.

   
   

   To do this, go to the Team page, then click on the reviewer’s name in the listing to pull up their Team Member Details window. Go to the Compt Roles tab in this window, uncheck the Reviewer role, then save changes. You can immediately click back into Team Member Details and Compt Roles to re-add the role and save. The expenses previously “locked” by the reviewer hold will now appear again in the Review Expenses section under the Payroll screen.