Compt: How To Review Business Expenses - Admins

Admins review Employee Business Expense claims in Compt through the Review Claims section of the platform. Designated reviewers can view submitted expense reports, review individual expenses, and approve, reject, or edit expenses before they are included in payroll.

Business Expense claims typically require two levels of approval: a Manager and a Finance Reviewer. Once both approvals are completed, approved expenses appear on the Business Expense payroll report so they can be reimbursed through payroll.

OVERVIEW

Compt is a platform employers use to manage stipends, reimbursements, and Business Expense programs for Employees. Business Expenses may include company-approved expenses such as meals, travel, mileage, or software purchases.

Employees submit Business Expenses within an expense report. Admins with Business Expense review access can locate expense reports, review each submitted expense, and take action before reimbursement is processed.

WHEN TO USE

Use this process when:

• Employees have submitted Business Expense claims that require review
• Managers or Finance Reviewers need to approve or reject expenses
• An Admin needs to edit or correct a submitted expense before approval
• Approved expenses need to be prepared for payroll

BEFORE YOU START

Before reviewing Business Expense claims, confirm that:

• You have Business Expense Reviewer or Business Expense Admin access
• Employees have already submitted their expense reports
• Required reviewers, such as the Manager and Finance Reviewer, have been assigned

Stipend Admins are not automatically granted Business Expense review access. Business Expense roles must be updated separately.

HOW TO

To review a Business Expense claim:

1. Log into Compt.
2. Click Review Claims in the left-hand sidebar.
3. Click the Business Expenses tab at the top of the page.
4. Locate the expense report you want to review.
5. Use the search bar to find reports by Employee name or report title, if needed.
6. Use the Status filter on the right side of the page to narrow results by status, such as:

• Submitted
• Reviewed
• Reviewed by Manager

7. Click View next to the expense report you want to review.
8. Click an individual expense within the report to open the review screen.
9. Choose one review action:

• Edit
• Reject
• Approve

To edit an expense:

1. Click Edit.
2. Update the expense details, such as the amount, description, or receipt.
3. Click Save.
4. Confirm the updated details appear on the expense.

To reject an expense:

1. Click Reject.
2. Enter a rejection reason.
3. Submit the rejection.
4. Confirm the expense status updates to rejected.

The reason for rejection is sent to the Employee by email. Rejected expenses cannot be edited, so the Employee must submit a new expense.

To approve an expense:

1. Click Approve.
2. Confirm the expense status updates to approved.
3. Return to the full expense report page.
4. Repeat the review process for each expense in the report.

You can unapprove an expense if it was approved by mistake.

Once the Manager approves the expense, the Finance Reviewer must also approve it before the expense appears on the payroll report.

WHAT HAPPENS NEXT

After both the Manager and Finance Reviewer approve the expenses:

• The approved expenses appear on the Business Expense payroll report
• Admins can run payroll for Business Expenses

Reimbursement is processed through payroll. For exact timing, Employees should check the FAQ tab in Compt for company-specific details.

TROUBLESHOOTING

If an expense report does not appear in the Review Claims section:

• Confirm the Employee submitted the expense report
• Check the Status filter settings
• Verify you have the correct Business Expense review permissions

If you cannot approve or edit an expense:

• Confirm you have reviewer access for Business Expenses
• Confirm the expense has not already been finalized in payroll

If an Employee asks to edit a rejected expense:

• Explain that rejected expenses cannot be edited
• Ask the Employee to submit a new expense within a new or existing expense report

FAQS

Q: Why can’t I see Business Expense claims in the Review Claims section?

A: You may not have Business Expense review access. An Admin must update your roles in your Employee profile.

Q: Can I edit an expense after it has been submitted?

A: Yes. Reviewers can click Edit on the review screen to update expense details before approving it.

Q: What happens when an expense is rejected?

A: The Employee receives an email with the rejection reason. The rejected expense cannot be edited and must be submitted again as a new expense.

Q: Who needs to approve a Business Expense claim?

A: Business Expense claims typically require approval from both the Manager and the Finance Reviewer before they appear on the payroll report.

Q: Can I unapprove an expense?

A: Yes. You can click Unapprove if an expense was approved by mistake.

Q: When will Employees receive reimbursement for approved expenses?

A: Reimbursement is processed through payroll. For exact timing, Employees should check the FAQ tab in Compt for company-specific details.