Compt: How To Submit A Stipend Claim - Employees

To submit a claim in Compt, click My stipends in the side menu, then click Submit a claim in the top right corner of the page. Select the category that matches your purchase, upload your receipt (PDF, PNG, or JPG), check the details Compt's AI fills in for you, and click Submit.

After you submit, your claim appears on the Stipend activity page with a status of In review while it goes through claim review. Reimbursement is processed through payroll. For exact timing, Employees should click When will I get paid? on the Stipend activity page, or check FAQs in Compt for company-specific details.

OVERVIEW

Compt is a reimbursement platform that lets Employees use employer-funded stipends for eligible expenses. A stipend is a set amount of money your company gives you to spend on specific categories, such as wellness, family, or home expenses.

A claim is your request to be reimbursed from a stipend. You submit it with a receipt.

Admins are the people at your company who manage Compt, often on the HR or People team. They choose your stipends and the categories each one covers.

The My stipends page shows every stipend available to you. Each stipend card shows:

• The stipend name and how many days are left before it expires
• How much you have left to spend (for example, "$150 to spend")
• How much you have spent out of the total (for example, "$50 spent / $200")
• How often it renews and when it expires (for example, "Quarterly • Expires Sep 30, 2026")
• A list showing the categories you can use that stipend for

Each category is labeled Taxable or Non-taxable and has a short description.

WHEN TO USE

Use this process when you need to:

• Get reimbursed for a personal purchase that fits one of your stipend categories
• Use your stipend funds before they expire

Use a different process for:

• Work costs your company pays back as business expenses. Use Business expenses in the side menu. See Compt: How to Submit a Business Expense – Employees.
• Professional development program requests. Use My development in the side menu. See Compt: How to Submit a Professional Development Pro™ Request and Reimbursement - Employees.

BEFORE YOU START

Make sure:

• You can log into Compt
• Your purchase fits one of the categories listed on your stipend card
• You have enough left to spend. Check the "to spend" amount on your stipend card on My stipends.
• Your stipend has not expired. Check the expiration date on your stipend card.
• You have a copy of your receipt saved as a PDF, PNG, or JPG file

Receipts must show vendor, date, and total.

Your company may limit how long before a stipend's start date a receipt can be dated.

Unused funds will expire.

Not sure a purchase qualifies? Read the category descriptions on your stipend card, click View details on the card, or click FAQs in the side menu for your company's rules.

HOW TO

To submit a claim:

1. Log into Compt.
2. Click My stipends in the side menu on the left.
3. Click Submit a claim in the top right corner of the page. The Submit a claim panel opens on the right side of the screen.
4. Under Select a category, click the category that matches your purchase. Each category shows whether it is Taxable or Non-taxable.
5. Under Upload a receipt, click the upload area and choose your receipt file (PDF, PNG, or JPG). You can also drag and drop the file into the upload area. Compt's AI reads the receipt and pre-fills the claim form for you.
6. If the form asks you to choose a stipend, select the stipend you want to use.
7. Compare each pre-filled detail with your receipt.
8. Correct any detail that is wrong or missing.
9. Click Submit. Your claim is sent for claim review.

WHAT HAPPENS NEXT

After you click Submit:

• Your claim appears on the Claims submitted tab of the Stipend activity page, with a status of In review or Open.
• Your company reviews the claim based on its approval process.
• If your claim is rejected, its status changes to Rejected and you will receive an email notification.

Reimbursement is processed through payroll. For exact timing, Employees should click When will I get paid? on the Stipend activity page, or check FAQs in Compt for company-specific details.

To learn what each status means, see Compt: How to Check Your Claim Status and Reimbursement – Employees.

To change a claim after you submit it, see Compt: How To Edit A Stipend Claim – Employees.

TROUBLESHOOTING

If you can't find the Submit a claim button:

• Click My stipends in the side menu. Submit a claim is in the top right corner of that page.
• If you don't see any stipends on My stipends, your stipend may start on a later date your company sets, or it may not be assigned to you yet. Contact your company's HR or People Ops Team.

If you can't submit your claim:

• Make sure you uploaded a receipt. A receipt is required.
• Make sure the receipt file is a PDF, PNG, or JPG.
• Make sure every required field in the form is filled in.
• Check that your stipend still has money to spend and has not expired.
• Check the receipt date. Your company may not accept receipts before the stipend started.

If the pre-filled details are wrong:

• Correct them in the form before you click Submit.
• If the receipt image is blurry or cut off, try a clearer copy of the receipt.

If you can't find a category for your purchase:

• Check the "Submit a claim for:" list on each of your stipend cards. Different stipends can cover different categories.
• Click View Details under the specific stipend or see the description under the active categories to see additional details about the program.
• Click FAQs in the side menu to check your company's rules.
• Contact your company's Admins if you're still not sure.

If your purchase costs more than your stipend balance:

• Input the amount of the expense when submitting the claim, and the system will adjust your claim to reflect your remaining balance.

If you submitted the claim to the wrong category or stipend:

• See Compt: How To Edit A Stipend Claim – Employees.

FAQS

Q: Where is the Submit a claim button?

A: Click My stipends in the side menu. Submit a claim is in the top right corner of the page.

Q: What can I use my stipend for?

A: Your company chooses the categories each stipend covers. On My stipends, each stipend card lists its categories under "Submit a claim for:", with a short description of each. You can also click FAQs in the side menu for your company's rules.

Q: Can I use my stipend for childcare, rent, coworking, or financial wellness?

A: Only if your company includes a category for it. Category names you may see include Caregiving (childcare and eldercare), Home (such as rent, mortgage, and utilities), Productivity (such as coworking), and Financial Wellness. Check the category list on your stipend cards to see what your company covers.

Q: What file types can I upload for my receipt?

A: PDF, PNG, or JPG. Receipts must show vendor, date, and total.

Q: Do I have to type in the receipt details?

A: No. After you upload your receipt, Compt's AI reads it and pre-fills the claim form. Check every detail and correct anything that is wrong before you click Submit.

Q: What does Taxable or Non-taxable mean next to a category?

A: The label shows whether purchases in that category are treated as taxable. For questions about how taxes affect your reimbursement, click FAQs in the side menu or contact your company HR or People Ops team.

Q: When will I be reimbursed?

A: Reimbursement is processed through payroll. For exact timing, Employees should click When will I get paid? on the Stipend activity page, or check FAQs in Compt for company-specific details.

Q: What if my purchase costs more than my stipend balance?

A: Input the amount of the expense when submitting the claim, and the system will adjust your claim to reflect your remaining balance.

Q: Can I submit a claim by email or in Slack?

A: You can start a stipend claim by emailing your receipt. See Compt: Emailing Receipts to Submit a Stipend Claim (Employees).

If your company has connected Compt to Slack, you can also submit a claim in Slack. See Compt: How to Use Compt in Slack – Employees.

Q: Can I change a claim after I submit it?

A: For steps, see Compt: How To Edit A Stipend Claim – Employees.

Q: How do I check on a claim I submitted?

A: Click Stipend activity in the side menu. Your claim is on the Claims submitted tab, and its status is in the Status column.

Q: What happens if I don't use my stipend funds in time?

A: Unused funds will expire. Each stipend card on My stipends shows when that specific stipend expires.