Protect Your Care Staff With Receipt Upload And Historical Download Features

28th May 2025

The invaluable work of care staff often goes unseen. They are the backbone of our communities, tirelessly supporting vulnerable individuals. However, this crucial role can sometimes be fraught with challenges, including the potential for unfounded accusations regarding financial transactions. In the UK, safeguarding bodies highlight financial abuse as a significant concern within the care sector. Despite this, it is also important to protect your care staff from false claims. Understandably these claims can lead to immense stress, reputational damage, and even job loss for dedicated carers.

Cleva understands these challenges. As a result, our innovative management portal and app are equipped with features designed to protect your care staff. One of the most powerful tools in this regard is our receipt upload feature.

protect your care staff

Cleva’s App Receipt Uploads: Providing Transparency and Accountability

Protect your care staff with Cleva’s intuitive mobile app. Empower with a simple yet robust way to document every purchase made on behalf of clients. Because our receipt upload feature is an optional addition to your organisation’s Cleva processes. Furthermore, the decision for this requirement can be made on a home-by-home basis. Here’s how it works:

1. Point of Purchase: Immediately after making a purchase using the Cleva card, the carer opens the Cleva app on their smartphone or tablet.

2. Transaction Logging: The app automatically logs the transaction details, including the date, time, amount, and merchant (where available).

3. Easy Receipt Capture: The carer can then use their device’s camera to take a clear photo of the receipt.

4. Direct Upload: With a simple tap, the image of the receipt is securely uploaded and directly linked to the corresponding transaction within the Cleva management portal.

5. Real-Time Visibility: This uploaded receipt is instantly visible, and accessible to authorised personnel within the care agency.

Download Client Transactional Histories With All Associated Receipts

This seemingly simple feature offers significant protection for your care staff. From within the management portal, authorised personnel can download entire transactional histories for their chosen client. Therefore, the client’s family and staff alike can clearly review all transactions and associated receipts.

Evidently, Clients across the UK value Cleva’s receipt upload for its powerful safeguarding and efficiency benefits. It creates a clear audit trail for purchases; irrefutable evidence that reduces the risk of unfair accusations against care staff. This digital record also streamlines reconciliation for agencies, cutting administrative work and errors.

Additionally, the transparency fostered by readily available receipts builds trust and accountability within care teams, benefiting both staff and clients. Furthermore, this feature enables swift resolution of any spending queries. This tool can protect a carer’s reputation and job, by providing quick access to transaction details.

Invest in the Protection of Your Care Team with Cleva

Overall, in the demanding and often sensitive environment of care work, protecting your dedicated staff is paramount. Cleva’s receipt upload feature within our user-friendly app and management portal provides a vital layer of security and transparency. As a result, this empowers your carers to easily document their spending. The conclude, you not only streamline financial management, but also actively protect your care staff from potential accusations. It’s time to foster a more secure and trusting work environment!

Ready to learn more about how Cleva can safeguard your team? Get in touch to request a demo.