Compt: How to Assign Expense Reviewers and Review Expenses - Admins

Admins can assign specific team members as expense reviewers in Compt to manage claim review and approval. Once assigned, reviewers can pick up submitted claims from the review queue and investigate, approve, edit, or reject them.

When a reviewer starts reviewing claims, Compt temporarily locks those claims to that reviewer to prevent duplicate work. Admins can reassign reviewers or release locked claims if needed by adjusting reviewer roles.

OVERVIEW

Compt allows Admins to assign Employees the Reviewer role so they can review submitted claims. Reviewers are responsible for verifying that submitted claims meet company stipend policies before approval.

Claims move through stages during the review process:

• Open – Claims waiting to be reviewed
• In Review – Claims currently being reviewed by a specific reviewer
• Approved or Rejected – Final decision after review

Admins can control which team members act as reviewers and can reassign or unlock claims if a reviewer becomes unavailable.

WHEN TO USE

Use this process when:

• Assigning Employees to review submitted claims
• Starting the claim review process
• Reassigning reviewers
• Unlocking claims that are currently tied to a reviewer

BEFORE YOU START

Before assigning reviewers, confirm the following:

• You are logged into Compt with Admin permissions
• The team member who will review claims has been added to the Team page
• The team member has been assigned the Stipend Reviewer role

HOW TO ASSIGN THE REVIEWER ROLE

1. Log into Compt.
2. Navigate to the Team page.

3. Click the name of the Employee you want to assign as a reviewer.

   

4. Click the Compt Roles tab.

   

5. Check the Stipend Reviewer role.
6. Click Save changes to apply the role.

The Employee can now review submitted claims.

ASSIGN A REVIEWER TO SPECIFIC EMPLOYEES

1. Navigate to the Team page.

2. Check the box next to the group of employees that should have a specific stipend reviewer.

   

3. Open the Actions tab.

4. Select Assign Stipend Reviewer.

5. Choose the Admin who should be reviewing the Employee's stipends.

   

4. Select Confirm Assignment.

Any expenses submitted by these employees will be directed to that Stipend Reviewer's queue.

START REVIEWING SUBMITTED CLAIMS

1. Click on the Review claims tab

   

2. Click on the expense you would like to review.

3. Verify that the receipt matches what is in line with your policy and what the Employee entered on the right-hand side.

4. The Admin can now Approve, Edit, or Reject the expense.

UNASSIGN A REVIEWER

1. Navigate to the Team page.
2. Click the name of the reviewer.
3. Open the Compt Roles tab.
4. Change the reviewer assignment to Any Reviewer.
5. Click Save.

Claims assigned to that reviewer will return to the shared review queue.

WHAT HAPPENS NEXT

After a reviewer completes the claim review process:

• Approved claims move forward for reimbursement processing
• Rejected claims are returned to the Employee with a rejection reason
• All review actions are recorded in the Expense History

Admins can monitor claim activity and reviewer assignments at any time.

TROUBLESHOOTING

Claims are visible to some reviewers but not others

This usually occurs when claims are already in the In Review stage and are locked to a reviewer. Claims remain locked until they are approved or rejected.

A reviewer is unavailable and claims need to be reassigned

Admins can temporarily remove the reviewer’s permissions to unlock the claims.

1. Go to the Team page.
2. Click the reviewer’s name.
3. Open the Compt Roles tab.
4. Uncheck the Stipend Reviewer role.
5. Click Save.
6. Reopen the Compt Roles tab.
7. Re-check the Stipend Reviewer role.
8. Click Save.

The previously locked claims will return to the Review Expenses queue and can be reviewed by another reviewer.

FAQS

Q: Can Admins change who reviews a claim?

A: Yes. Admins can remove the reviewer role from a team member to release any claims currently assigned to them.

Q: Why do other reviewers see claims that I cannot access?

A: This usually happens because the claims are currently locked to another reviewer who started the review process.