On MyDirectPlan, creating your expenses is the first step towards reimbursement.
Here is a quick guide for users who may want to add/save their expenses manually via the MyDirectPlan mobile application:
- Open the MyDirectPlan Mobile application.
- Sign in to your MyDirectPlan account.
- Switch to the Recipient for whom you want to add the expense.
- Navigate to the Expenses section by selecting the Expenses tab at the bottom of your screen.
- Tap on the "+" sign at the top right corner.
- This will open the "Add Expenses" wizard, allowing you to add your expense manually.
- Select the expense type that your expense falls under.
- Once you have found the expense type you wish to submit, tap on it, and you will see the following expense form.
At the top, you can view your Available Budget for the current, previous, and next fiscal years, showing the available funds in your balance. You will need to enter the dates of service, the total cost, and other required details. Additionally, attaching a receipt is mandatory to submit your expense. - Tap on the "SAVE" button once you have filled out the required information to save your expense. Please note that after saving, the expense still needs to be submitted.
Please note that if you attempt to add an expense for the next fiscal year before its fund settings are set up, you will be prompted to complete the fund set up for that year before you are able to proceed with adding the expense.
Congratulations, you have created and saved an expense using the MyDirectPlan Mobile Application.
Still need help?
For questions and concerns about the MyDirectPlan application, please fill out a contact form so our support team can assist you.