Compt: How to Manage Business Expense Access - Admins

Admins can manage Business Expense access from the Team page in Compt. You can assign Business Expense permissions, designate finance reviewers, and configure employee manager approvals directly within an employee’s profile.

Once saved, role changes apply immediately. If you need to update Business Expense access for multiple Employees at once, you can use the Team List CSV upload to update Business Expense eligibility, reviewer permissions, and manager assignments in bulk.

OVERVIEW

Compt is a platform employers use to manage stipends, reimbursements, and Business Expense programs for Employees. Business Expense access determines whether an Employee can submit Business Expense claims and whether a user can review or approve those claims.

Admins can manage Business Expense access in two ways:

  • Update an individual Employee’s profile
  • Upload a Team List CSV to update multiple Employees at once

WHEN TO USE

Use this process when you need to:

  • Grant an Employee access to submit Business Expense claims
  • Assign a finance reviewer
  • Set an Employee Manager for Business Expense approvals
  • Update Business Expense access for multiple Employees using a CSV upload

BEFORE YOU START

Before you begin, confirm that:

  • You are an Admin in Compt
  • The Employee already exists in your Team list
  • You know which Business Expense roles the Employee should have
  • You have the correct manager email address if the Employee’s Business Expense claims require manager approval

For bulk uploads:

  • Use the Compt Team List CSV template
  • Enter TRUE or FALSE exactly as required in the relevant columns
  • Review row 2 of the CSV template for formatting guidance

HOW TO

To update Business Expense access for an individual Employee:

  1. Log into Compt.
  2. From the left-hand sidebar, click Stipend Admin or Expense Admin.
  3. Click Team.
  4. In the Team list, click the Employee’s name.
  5. Click the Business Expense Roles tab.
  6. Select the Business Expense roles the Employee should have.
  7. If you need to assign the Employee as an Employee Manager, click the Compt Roles tab.
  8. Update the role as needed.
  9. Click Save Changes.
  10. Confirm the updated access appears in the Employee’s profile.

To update Business Expense access for multiple Employees using a CSV upload:

  1. Log into Compt.
  2. Go to Team.
  3. Click Download Team List (CSV).
  4. Open the CSV template.
  5. Review row 2 for formatting guidance.
  6. In the highlighted columns, enter TRUE or FALSE for each Employee:
    • compt_is_business_expense_eligible
    • compt_is_finance_reviewer
    • compt_is_employee_manager
  1. In the compt_employee_manager column, enter the Employee Manager’s email address for each Employee whose Business Expense claims require approval.
  2. Save the completed CSV file.
  3. Click Upload Team Info.
  4. Upload the updated CSV file.
  5. Confirm the updates appear in your Compt Team list.

WHAT HAPPENS NEXT

After you click Save Changes in an Employee’s profile, their Business Expense access is updated immediately.

If an Employee Manager is assigned, that manager can review and approve Business Expense claims according to your organization’s approval workflow.

For CSV uploads, updates appear in the Team list after the upload finishes processing.

TROUBLESHOOTING

If you cannot update Business Expense access:

  • Confirm you have Admin permissions in Compt
  • Confirm the Employee already exists in your Team list
  • Make sure you selected the correct role tab before saving
  • Confirm you clicked Save Changes

If your CSV upload fails:

  • Confirm you downloaded the Compt Team List CSV template
  • Review row 2 for formatting instructions
  • Ensure values are entered as TRUE or FALSE
  • Confirm Employee Manager email addresses are entered correctly
  • Save the file as a CSV before uploading it again

If you need help updating multiple Employees:

  • Contact your Customer Success Manager
  • Email support@compt.io for assistance with a bulk upload

FAQS

Q: Where do I update Business Expense access for an Employee?

A: Go to Stipend Admin or Expense Admin, click Team, open the Employee profile, and update permissions under the Business Expense Roles tab.

Q: When do role changes take effect?

A: Role changes apply immediately after you click Save Changes.

Q: How do I assign an Employee Manager?

A: Open the Employee profile, click the Compt Roles tab, update the role, and click Save Changes.

Q: How do I update Business Expense access for multiple Employees?

A: Download the Team List CSV, update the required columns, and upload the file using Upload Team Info.

Q: What values should I use in the bulk upload fields?

A: Enter TRUE or FALSE exactly as required in the highlighted columns.

Q: What does compt_is_business_expense_eligible control?

A: This field controls whether the Employee is eligible to access Business Expense claims.

Q: What does compt_is_finance_reviewer control?

A: This field controls whether the user can act as a finance reviewer for Business Expense claims.

Q: What does compt_is_employee_manager control?

A: This field controls whether the user can be assigned as an Employee Manager for Business Expense approvals.

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