1CRM DE | How to Submit an Expense Claim (ENG version) – Elevate Support Centre DACH (Staffing)

Overview

After completing your shift and checking in and out, you can submit any eligible expense claims linked to that shift.

This guide will walk you through how to submit your expenses, upload receipts, and track the status of your claims.

Training Video

How to Submit Your Expense Claim

Step 1: Go to “My Expenses”

Tap My Expenses in your app.
Select Expense Request.

Step 2: Select the Job

From the dropdown list, choose the job you’ve just completed.
If you don’t see the job listed, it means:
- There are no expenses available for that shift, or
- You’ve already submitted a claim for it.
To double-check, go to Expense History to view any submitted expenses.

Step 3: View Eligible Shifts and Expense Summary

After selecting your job, you’ll see:

The shift(s) eligible for expenses,
Your expense summary, showing the type of expenses allowed and any limits (e.g. “£15 mileage limit”),
Whether a receipt is required.

Step 4: Create Your Expense Request

Tap Create Expense Request to open the submission form.
Here you’ll see key job details like:

Job title and location
Shift date and time
Important notes about multiple expenses

📝 Note:
If you have more than one expense for a single shift (e.g. mileage + parking), you must submit them together.
You can’t send multiple claims separately for the same shift.

Step 5: Add Your Expense Details

Select the expense type — e.g. Mileage or Other Expense.
For mileage claims:
- Choose your car type if required (as rates may differ by market).
- Enter the distance travelled (in miles).
- The system will automatically calculate your claim amount.
If your claim exceeds the limit, you’ll see a warning message.
- You can still proceed, but if the expense isn’t pre-approved by the Elevate team, it may be declined.
- If you have pre-approval, include your reason for exceeding the limit in the notes section.

Step 6: Upload Your Receipt

Upload your receipt (if this field is mandatory).
You can:
- Take a photo of the receipt directly, or
- Upload one from your gallery.
Tap View to check that the correct receipt has been attached.

Step 7: Submit Your Claim

Once all details are complete, tap Submit Claim.
You’ll see a confirmation that your claim has been sent successfully.

You can then view your submitted claim under My Expenses — it will show as Pending until reviewed.
From here, you can also:

View your uploaded receipt,
Download it for your records,
Check claim details anytime.

Example: Submitting Multiple Expenses

If a shift has more than one expense type (e.g. mileage and parking):

Select all relevant expenses before submitting.
Enter your amounts and upload receipts for each.
Follow the same submission process as above.

That’s It!

Your expense claim has now been submitted for review.
✅ Remember: Claims that exceed limits or lack receipts may be declined without pre-approval.

Thank you for keeping your expenses up to date — it helps us process reimbursements quickly and accurately!