Compt: How to Run Payroll and Generate Payroll Reports - Admins

Admins run payroll in Compt from Payroll in the side nav. Click the Payroll tab, select a cutoff date, and click Run payroll. Compt then generates payroll reports that your payroll or finance team uses to add approved reimbursements to Employee paychecks.

Only approved claims are included in a payroll run, so approve open claims in the Review claims tab first. To see past payroll runs, click View history on the Payroll tab.

OVERVIEW

Compt is a platform employers use to manage stipends reimbursements, and Business Expense programs for Employees. A stipend is a set amount of money your company provides for eligible expenses.

Reimbursements reach Employees through your company's payroll. When you run payroll, Compt gathers the approved claims up to your cutoff date and generates reports. Your payroll team uses those reports to add the amounts to Employee paychecks.

The Payroll tab (in the left sidebar) includes:

• Stipends and Business expenses tabs
• A cutoff date picker and the Run payroll button
• A table that shows, for each reviewer, how many claims are Open, In Review, and Approved, plus Unassigned and Pre-approved rows
• A Filter by option
• A View history link for past payroll runs

Payroll settings are in the Settings > Payroll tabs:

• Benefits expenses (stipends, recognition, and professional development): Payroll provider and Download sample CSV
• Business expenses: a separate Payroll provider
• Payroll reminders: an email reminder after a set number of days since the last payroll

The Dashboard also shows Days since last payroll.

WHEN TO USE

Use this process when:

• You are ready to reimburse Employees for approved stipend, recognition, or Professional Development Pro™ claims
• You are ready to reimburse Employees for approved Business Expense claims
• Your payroll or finance team needs reimbursement reports
• You need to look up a past payroll run
• You want to check your payroll provider or payroll reminder settings

Most companies run payroll in Compt on a regular schedule that matches their payroll cycle.

BEFORE YOU START

Before running payroll, confirm that:

• You have permission to run payroll, such as the Payroll Processor role. See Compt: Assigning a Payroll Processor - Admins.
• Open claims are reviewed and approved in Review claims. Check the Stipend expenses, Business expenses, and Professional development tabs.
• You know the cutoff date you want. It must fall between your last payroll run and today.
• Your payroll provider is set in Settings > Payroll.
• Your payroll team is ready to import the reports.

Claims approved automatically through pre-approval appear in the Pre-approved row and are included when you run payroll.

HOW TO

To run payroll

1. Log into Compt.
2. Click Payroll in the side nav. The Payroll page opens on the Stipends tab.
3. Click the tab you want to pay: Stipends for stipend, recognition, and Professional Development Pro™ reimbursements, or Business expenses for Business Expense claims.
4. Review the claim counts in the table. Claims that are still Open or In Review are not approved and are not included in this run.
5. Click the cutoff date field.
6. Select a cutoff date between your last payroll run and today.
7. Click Run payroll.
8. Review the confirmation screen.
9. Check the acceptance box.
10. Click Confirm.
11. Click Download reports.
12. Share the reports with your payroll team.

If you pay both stipends and Business Expenses in the same cycle, repeat these steps on the other tab.

To view past payroll runs

1. Click Payroll in the side nav.
2. Click View history. Your past payroll runs appear.

To find payroll settings

1. Click Settings in the side nav.
2. Click the Payroll tab.
3. Under Benefits expenses, review the Payroll provider used for stipends, recognition, and professional development.
4. Click Download sample CSV to download a sample CSV file.
5. Under Business expenses, review the Payroll provider used for Business Expense payroll.

6. Under Payroll reminders, review how many days after the last payroll Compt sends a reminder email.

   

WHAT HAPPENS NEXT

After you run payroll, Compt generates payroll reports for that run.

Stipends payroll reports

• Payroll report: per-Employee reimbursement totals for the run. Payroll teams use it to add reimbursements to paychecks. It typically includes Employee ID, Employee Name, Last Name, First Name, Total Taxable Reimbursement Amount, and Total Nontaxable Reimbursement Amount. The template can be customized.
• Expense Details report: one line per claim in the run. Use it for auditing, reconciliation, or detailed tracking. Fields may include Employee Name, Last Name, First Name, Email, When Submitted, Status, Payroll Processed Date, Stipend Name, Perk Category, Expense Date, Vendor, Description, Submitted by Employee (Employee ID or number), Nontaxable Expense, Taxable Expense, Reimbursed Expense, Supplemental Income, Tax Rate, and Auto Approved (Y/N).
• For Finance report: nontaxable expenses only. Finance teams use it for general ledger or bookkeeping updates. Fields include Employee ID, Employee Name, Last Name, First Name, Expense Date, Stipend Name, Perk Category, Description, and Nontaxable Expense.

Business expenses payroll reports

• Payroll Upload Report: the reimbursement data used to import Business Expense reimbursements into your payroll system.
• Detailed Expense Report: the full details for each expense in the run.

After the reports are generated:

• Your payroll team adds the reimbursement amounts to Employee paychecks.
• Your finance team can use the reports for accounting and reconciliation.
• The run is recorded in Compt and appears under View history.
• Employees see a date in the Payroll processed column on their Stipend activity page instead of Unprocessed.

If your company imports Compt payroll files into ADP Workforce Now, see Compt: How to Upload a Compt Payroll File to ADP Workforce Now – Admins.

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.

TROUBLESHOOTING

If a claim is missing from the payroll report:

• Confirm the claim is approved in Review claims. Claims that are Open or In Review are not included.
• Confirm the claim falls within the cutoff date you selected.
• Click View history to check whether the claim was included in an earlier run. A claim is included in only one payroll run.

If you can't select the cutoff date you want:

• The date picker only accepts a date between your last payroll run and today.

If you selected the wrong cutoff date or ran payroll by mistake:

• Do not upload the reports to your payroll system.
• Contact support@compt.io for help.

If you don't see a Professional Development tab:

• This is expected. Professional Development Pro™ reimbursements are included on the Stipends tab with other benefits expenses.
• Confirm the request is approved on the Professional development tab in Review claims.

If reviewer rows don't show all of your claims:

• This is expected. Reviewer-specific rows include only Stipend claims.

If you don't see Payroll in the side nav:

• Confirm you have permission to run payroll, such as the Payroll Processor role.
• Refresh Compt, or log out and log back in.

If your payroll or finance team needs a different report format:

• Contact your Customer Success Manager or support@compt.io.
• Compt can customize the payroll report template and set up separate reports for different Employee groups.

FAQS

Q: Where do I run payroll in Compt?

A: Click Payroll in the side nav. Payroll is not started from Review claims. Use Review claims to approve claims before you run payroll.

Q: What is the cutoff date?

A: The cutoff date sets which approved claims are included in the payroll run. You can select any date between your last payroll run and today.

Q: Are Professional Development Pro™ reimbursements included in the payroll report?

A: Yes. Approved Professional Development Pro™ reimbursements run with stipends payroll on the Stipends tab, along with stipends and recognition. There is no separate Professional Development tab.

Q: Do I run business expense payroll separately?

A: Yes. Use the Business expenses tab on the Payroll page. Business Expenses can also use their own payroll report template in Settings > Payroll.

Q: What does Unassigned mean on the Payroll page?

A: The table has one row per reviewer, plus Unassigned and Pre-approved rows. Unassigned counts claims that are not tied to a specific reviewer.

Q: Are pre-approved claims included in payroll?

A: Yes. Pre-approved claims appear in the Pre-approved row and are included when you run payroll.

Q: Can I see past payroll runs and reports?

A: Yes. Click View history on the Payroll page.

Q: Can payroll reports be customized?

A: Yes. The payroll report template can include the fields your payroll provider needs. Contact your Customer Success Manager or support@compt.io.

Q: Can different employee groups have different payroll reports?

A: Yes. Compt can set up separate reports for different groups of Employees. Contact support@compt.io to request this.

Q: Can a claim be included in more than one payroll run?

A: No. Each approved claim is included in only one payroll run.

Q: Can I undo a payroll run?

A: Yes, you have the option to undo your last payroll run before you upload the reports to your payroll system. Go to Payroll > View History > Undo last payroll.

Q: How do I get a reminder to run payroll?

A: Go to Settings > Payroll and use Payroll reminders. Compt sends an email after a set number of days since your last payroll. The Dashboard also shows Days since last payroll.

Q: When will Employees get paid?

A: An admin generates the payroll reports in Compt, and your team uploads the reimbursements to your payroll provider so they can be added to employee paychecks. 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.