Learn more about each feature available within MyDirectPlan's Expense Management Tool.
This article is for:
- Passport Agency Staff Users
Please Note:
Each staff member user will only be able to access those specific features to which they have been granted permissions.
For any users that have Full Admin Access, they will have access to all of the following features.
Please refer to this article to adjust permissions for individual staff members.
Dashboard
View key data and metrics across your Agency
Audit Logs
View and download records of staff access/actions
Manage Profile
View and update your Agency’s key information
Manage Invoices
View status and details of submitted invoices
Reports
Download and view reports on many aspects
Manage Workers
Add and update workers/service providers (if applicable)
Manage Staff
Add and adjust staff permissions
Add Expenses
Enter and log expenses for Recipients
Manage Expenses
Review and submit expenses
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