Compt: How to Submit a Stipend Claim in Slack – Employees

OVERVIEW

When your company connects Compt to Slack, you can use Compt in Slack to:

• Submit a stipend claim by uploading a receipt to the Compt app
• Check your stipend balances
• Get notifications about your balances and new stipends
• Share your Compt activity, such as purchases, with your coworkers

Claims you submit in Slack are tracked in the same place as claims you submit on the Compt website: the Stipend activity page in Compt.

WHEN TO USE

Use this article when you want to:

• Connect your Slack account to Compt
• Submit a stipend claim from Slack instead of the Compt website
• Check your stipend balances or get Compt notifications in Slack
• Find out why Add to Slack or Claim your perk with Compt is missing

BEFORE YOU START

• Your company's Compt Admin must connect Compt to your company's Slack workspace first. Until they do, Add to Slack will not appear in your Compt account.
• You need a Compt account and a Slack account in your company's Slack workspace.
• To log into Compt, go to app.compt.io.
• Claims are paid from your stipend balance. To see your balance, go to My stipends in Compt. Each stipend card shows how much you have to spend.
• Your purchase must fit one of your stipend's categories. Each stipend card on My stipends lists its categories under Submit a claim for:.
• Have a digital copy of your receipt ready. Receipts must show vendor, date, and total.

HOW TO

To connect your Slack account to Compt

1. Log into Compt.
2. Click your name (Hello, [your name]!) in the upper-right corner.
3. Click My Account.
4. Click Add to Slack.
5. On the Slack screen that opens, select your company's Slack workspace.
6. Click Allow.

Your Slack account is now connected to Compt.

To submit a claim in Slack

1. Open Slack.

2. Open your conversation with the Compt app.

   

3. Upload your receipt as a file in the conversation.

4. Click the three dots next to the uploaded file.

   

5. Select Claim your perk with Compt.

6. Fill in the claim form that opens.

   

7. Submit the form.

Your claim is sent to your company for review.

To check your stipend balance in Compt

Compt in Slack can show your stipend balances. You can also check them in Compt at any time:

1. Log into Compt.
2. Click My stipends.
3. Find the stipend you want to check.
4. Check the "to spend" amount on the stipend card (for example, "$250 to spend").

Each stipend card also shows how much you have spent and when the stipend expires. Unused funds may expire based on employer policy.

To track a claim you submitted in Slack

1. Log into Compt.
2. Click Stipend activity.
3. Click the Claims submitted tab.
4. Find your claim in the list.
5. Check the Status column.

To submit a claim in Compt instead of Slack

1. Log into Compt.
2. Click My stipends.
3. Click Submit a claim in the upper-right corner.
4. Select a category.
5. Upload your receipt as a PDF, PNG, or JPG file.
6. Review the claim form that Compt fills in from your receipt.
7. Fill in any missing details.
8. Click Submit.

For more detail, see Compt: How to Submit a Claim – Employees.

WHAT HAPPENS NEXT

• After you submit a claim in Slack, it goes to your company for claim review / approval, the same as a claim submitted on the Compt website.
• The claim appears on the Stipend activity page, on the Claims submitted tab.
• The Status column shows In review, Processed, or Rejected.
• The Payroll processed column shows Unprocessed until the claim is included in payroll. Then it shows a date.
• 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.
• Once your Slack account is connected, Compt can also send you notifications in Slack, such as updates about your balances and new stipends.

TROUBLESHOOTING

I don't see Add to Slack on My Account

• Your company's Compt Admin may not have connected Compt to Slack yet. Ask your Admin.
• Until then, submit claims in Compt: go to My stipends and click Submit a claim.

I don't see Claim your perk with Compt

• Make sure you uploaded the receipt as a file in your conversation with the Compt app.
• Make sure your Slack account is connected to Compt. Follow the steps in To connect your Slack account to Compt, above.

I can't log into Compt to connect Slack

• If your company uses Single Sign On (SSO), use your company's unique Compt link (for example, acme.compt.io) instead of app.compt.io.

My Slack claim isn't on Stipend activity

• Make sure you are on the Claims submitted tab.
• Click Filter and check that no filter is hiding the claim.
• If you still can't find it, click Live support at the bottom of the side menu in Compt before you submit the claim again. This helps you avoid a duplicate claim.

I entered the wrong details on a claim I submitted in Slack

• See How To Edit A Claim (Employees).

FAQS

Q: Can I submit a stipend claim through Slack?

A: Yes. Once your Slack account is connected to Compt, upload your receipt in your conversation with the Compt app, click the three dots next to the file, select Claim your perk with Compt, and fill in the form.  Please note: You cannot submit a business expense through Slack.

Q: How do I add Compt to Slack?

A: First, your company's Compt Admin connects Compt to your company's Slack workspace. Then log into Compt, click your name in the upper-right corner, click My Account, click Add to Slack, select your workspace, and click Allow.

Q: Why can't I find the Add to Slack button?

A: Add to Slack only appears after your company's Compt Admin connects Compt to your company's Slack workspace. Reach out to support@compt.io for assistance.

Q: Do I have to use Slack to submit claims?

A: No. Slack is optional. You can always submit a claim in Compt: go to My stipends and click Submit a claim.

Q: Can I check my stipend balance in Slack?

A: Yes. Compt in Slack can show your stipend balances. You can also check them anytime in Compt on My stipends. Each stipend card shows how much you have to spend.

Q: What notifications will I get in Slack?

A: Once your Slack account is connected, Compt can notify you in Slack about your stipend balances and new stipends.

Q: What kind of receipt can I upload?

A: Upload a clear digital copy of your receipt. Receipts must show vendor, date, and total. On the Compt website, receipts can be PDF, PNG, or JPG files.

Q: When will I get reimbursed for a claim I submitted in Slack?

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: Where can I see the status of a claim I submitted in Slack?

A: In Compt, click Stipend activity, then click the Claims submitted tab. The Status column shows In review, Processed, or Rejected.

Q: Can I submit a business expense in Slack?

A: This article covers stipend claims. To submit a business expense, use Business expenses in Compt. See Compt: How to Submit a Business Expense – Employees.

Q: Does Compt work with Microsoft Teams?

A: This article covers Slack only. Our Teams integration does not currently allow you to submit stipend claims. Reach out to support@compt.io if you have any questions.